Hubbell Inc. reported strong fourth-quarter results with double-digit growth in net sales, operating profit, and diluted EPS, driven by robust demand in Electrical Solutions and Utility T&D markets. The company demonstrated effective operational execution and strategic capital allocation, leading to a positive outlook for continued growth in 2026.
Q4 diluted EPS of $4.19, up 14% year-over-year.
positiveQ4 net sales increased 12% year-over-year, with organic net sales up 9%.
positiveQ4 operating margin was 20.9%, an expansion of 140 bps year-over-year.
positiveFull year 2025 diluted EPS of $16.54, up 15% year-over-year.
positiveFull year 2025 net sales increased 4% year-over-year.
positiveFull year 2025 operating margin was 20.7%, an expansion of 130 bps year-over-year.
positiveInventories increased by $73.4 million year-over-year ($1,083.8M vs $1,010.4M).
attentionFull year 2026 diluted EPS is expected to be in the range of $17.30-$18.00, representing a modest growth of 4.6% to 8.8% over FY2025's $16.54.
attentionFull year 2026 adjusted diluted EPS is expected to be in the range of $19.15-$19.85, representing a growth of 5.2% to 8.9% over FY2025's $18.21.
attentionUtility Solutions segment's Grid Automation net sales decreased by approximately 8% in Q4 2025.
attentionThe company anticipates $15-20 million of anticipated restructuring and related investment in 2026.
attentionMargin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.
| Segment | Current | Prior Yr | YoY | % Total |
|---|---|---|---|---|
Utility Solutions | N/A | — | — | — |
Electrical Solutions | N/A | — | — | — |
| Total Revenue | $0.00M | — | — | 100.0% |
Segment performance shows business unit health and growth drivers.
Forward-looking guidance is subject to change and does not constitute a guarantee. Actual results may differ materially from these estimates.
Special items are non-recurring events that may distort period-over-period comparisons. Analysts typically adjust for these when calculating normalized earnings.
Hubbell delivered double-digit growth in net sales, operating profit and diluted earnings per share in the fourth quarter.
9% organic sales growth was driven by strength in Electrical Solutions and Utility T&D markets as datacenter projects, load growth and aging infrastructure resiliency investment generated strong customer demand in front of and behind the meter.
On a full year basis, Hubbell delivered strong financial performance with double digit growth in diluted earnings per share.
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