Hubbell Incorporated (HUBB) AI Stock Analysis

Hubbell Incorporated designs, manufactures, and distributes electrical and utility solutions globally across two primary segments: Electrical Solutions and Utility Solutions. The Electrical Solutions division provides wiring devices, rough-in electrical products, lighting fixtures, and industrial controls for non-residential, commercial, oil and gas, and mining applications. Products are distributed through electrical distributors, home centers, retail outlets, and online platforms. The Utility Solutions segment produces transmission, distribution, substation, and telecommunications products, including arresters, insulators, connectors, enclosure systems, and smart meters. It markets solutions primarily through distributors under brands such as Hubbell, Kellems, Bryant, and Burndy.

Revenue increased from $4.19B in FY2021 to $5.84B in FY2025, reflecting a 5-year revenue CAGR of 9.7%. Annual sales growth was 3.8% in FY2025, moderating from 4.8% in FY2024 and 8.6% in FY2023. Operating margin expanded to 20.8% in FY2025 from 12.7% in FY2021, while gross margin reached 35.5%. Annual net income grew to $887.1M in FY2025, generating diluted EPS of $18.21. For the trailing twelve months ended June 30, 2026, revenue stood at $6.22B with an operating margin of 21.7%. In the latest quarter ended June 30, 2026, quarterly revenue grew 15.3% year-over-year, while quarterly earnings fell 0.9%.

As of June 30, 2026, Hubbell held $394.7M in cash and short-term investments against $5.37B in total debt, resulting in net debt of $4.98B. The company closed the quarter with a current ratio of 1.61, debt-to-equity ratio of 1.37, and shareholders' equity of $3.92B across $11.85B in total assets. FY2025 operating cash flow was $1.03B and free cash flow reached $874.7M. Capital allocation in FY2025 included $155.1M in capital expenditures, $286.6M in dividends paid, and $225.0M in share buybacks.

At a share price of $461.10, Hubbell has a market capitalization of $24.36B and an enterprise value of $29.66B. The stock trades at a trailing P/E of 27.3x, compared to 28.5x for the median of its S&P 500 Industrials peers. Its forward P/E is 20.7x versus the peer median of 20.1x, and its EV-to-EBITDA stands at 20.2x compared to the peer median of 17.2x. Over the past year, HUBB gained 8.8%, trailing the S&P 500 return of 16.8%, but its 5-year return of 164.4% outperformed the index return of 83.0%.

Hubbell pays a quarterly dividend with a forward annual payout of $5.68 per share, representing a dividend yield of 1.23%. The company has paid dividends for 43 consecutive years and maintains a payout ratio of 29.3%. Over the past five years, the dividend has grown at an annualized rate of 7.7%, with its last ex-dividend date on August 31, 2026.

Wall Street coverage includes 7 Strong Buy ratings, 7 Hold ratings, and no Buy, Sell, or Strong Sell ratings. The mean price target is $561.42, which is 21.8% above the October 16, 2026 closing price of $461.10. For the fiscal year ending December 31, 2026, consensus estimates project revenue of $6.87B and EPS of $20.51, representing 12.6% EPS growth. The company beat EPS estimates in each of the last 4 quarters, and its next earnings date is October 27, 2026.

This page is an AI-written research summary of Hubbell Incorporated (HUBB). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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