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HUHUBB

Hubbell Incorporated

$HUBB·$27B·Electrical Equipment & Parts·Industrials
$453.00-1.4%YTD+12.2%1Y+3.1%
Mentions · last 7 days
2026-08-21: 4 posts2026-08-22: 2 posts2026-08-23: 1 posts23+10%
Price updated 1m ago·X counts updated 8d ago
HUHUBB
$HUBBHubbell Incorporated
$453.00-1.45%23 posts+10%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $HUBB, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-30

The move is getting stronger, with heavier trading behind it.

Hubbell acquiring NSI Industries for $3B — Q1 rev +11%, 21% op margin, 14% ROIC, plus Delaney congressional buy signal.

Hubbell Incorporated is a $27.2B electrical-infrastructure compounder. Real-business quality with a fresh $3B NSI Industries acquisition plus a political-disclosure signal.

How it reads:

  • Growth is real: Q1 revenue +11.1% YoY to $1.52B, Q4 was +2.2% — reacceleration.
  • Margins are premium: 20.8% operating margin, 3.6% FCF yield, 13.7% ROIC.
  • Valuation is full: 28x PE, 4.2x sales, 19x EV/EBITDA — priced as premium electrification compounder.
  • Position is neutral: 41st percentile 52w, 4.7% below 50-day, 3.1% below 200-day on 76% baseline volume — quiet range.
  • The Hubbell acquisition of NSI Industries from Sentinel for $3B is the specific catalyst — meaningful electrical-infrastructure bolt-on.
  • Rep. April McClain Delaney's latest disclosure features HUBB as a fresh industrial buy alongside BWXT, ENTG — copy-strategy with 67% historical win rate.
  • Bank of NY Mellon $783.14M new position (Aug 21) plus Callan Family Office $1.04M — institutional accumulation.
  • Insider signal is quiet compensation-cycle: $284K S-Sale (Del Nero 547 shares) plus A-Awards — no distribution cluster.

The Oct 27 print is the test — reiterated FY26 guide plus specific commentary on NSI Industries accretion timeline extends the run; another sub-10% growth quarter plus continued NSI-integration slippage drops to $400 support.

Agrees with X sentimentAgree — the bullish anchors (Hubbell acquiring NSI Industries from Sentinel for $3B meaningful electrical-infrastructure bolt-on, Rep. April McClain Delaney's latest disclosure features HUBB as fresh industrial buy alongside BWXT/ENTG with copy-strategy 67% historical win rate) map to real signals; the honest add is Bank of NY Mellon's $783.14M new position is a very significant institutional endorsement worth naming.

What to watch: Oct 27 earnings — reiterated FY26 guide plus specific commentary on NSI Industries accretion timeline extends the run; another sub-10% growth quarter plus continued NSI-integration slippage drops to $400 support.

On the calendar: 2026-10-27 — Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-06-15

Hubbell announced acquiring NSI Industries from Sentinel for $3 billion, a meaningful electrical-infrastructure bolt-on. Rep. April McClain Delaney's latest disclosure features HUBB as a fresh industrial buy alongside BWXT, ENTG, and others, with a copy-strategy showing a 67% historical win rate. Sentiment is bullish on the M&A and political-disclosure signal.

Read the AI verdict + X sentiment for $HUBB

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Makes electrical wiring devices, utility automation products, and power distribution components for construction and utilities.

Industry overviewAI analysisGenerated by AI from underlying data

Where Electrical Equipment & Parts sits in its cycle right now — and what that implies for $HUBB.

Electrical Equipment & Parts · Industrials

Grid modernization — driven by electrification, EV charging infrastructure, and AI data center power demand — is the central capex cycle pulling electrical equipment volumes. Backlog visibility is strong; execution risk is the near-term constraint, not demand.

What this means for $HUBB

Partial — fee-based midstream revenue has limited direct commodity price exposure but volume ties to upstream production activity.

Industry benchmark

36-name peer basket
+23.3%YTD
+59.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
28.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
13.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
20.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
4.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
24.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
35.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.7Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 28, 2026$5.52$5.39+2.4%
Q1 2026Apr 30, 2026$3.93$3.87+1.6%
Q4 2025Feb 3, 2026$4.73$4.71+0.4%
Q3 2025Oct 28, 2025$5.17$4.98+3.8%
Next earningsTue, Oct 27·consensus EPS $5.69

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.5B+11.1%33.3%17.4%$3.42$46.0M
Q4 FY25$1.5B+11.9%35.4%21.1%$4.21$388.8M
Q3 FY25$1.5B+4.1%36.2%22.0%$4.80$253.8M
Q2 FY25$1.5B+2.2%37.2%22.7%$4.58$220.7M

Forward consensus

3-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$6.8B$6.8B – $6.8B$20.35$20.10 – $20.517
FY27$7.4B$7.3B – $7.5B$22.68$22.38 – $22.957
FY28$7.9B$7.7B – $8.3B$25.20$24.75 – $26.384

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.41%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-4.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-3.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 52.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.905-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 11Del Nero Jonathan M.President547 sh$284K
+ 30 other (22 awards · 8 inkinds) in window

See when $HUBB insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDJun 98-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Hubbell Incorporated completed the acquisition of NSI Industries (NSI Electrical Buyer, Inc.) from NSI Buyer, LP for $3.0 billion in cash on June 9, 2026, funded via $900 million in term loan borrowings, $1.9 billion in senior notes, and commercial paper, per the Stock Purchase Agreement announced May 1, 2026. Hubbell issued a press release confirming the close. This is a transformative $3 billion acquisition that materially expands Hubbell's electrical products portfolio while adding significant debt to the balance sheet.

8-KMaterial agreementJun 88-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 8.01: Other event
AI summary

HUBB (HUBB) disclosed a material definitive agreement under Item 1.01, reporting a merger or acquisition transaction involving growth company as defined in Rule. The deal is valued at approximately $1,869.6 million. Details of the transaction terms, consideration structure, and closing conditions are set forth in the full 8-K filing. Definitive merger agreements are among the most material events a public company can disclose, triggering regulatory review and shareholder vote requirements.

8-KMaterial agreementMay 158-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

HUBB entered into a term loan (8-K Item 1.01, dated 2026-05-15). Size: approximately $900 million. Material definitive agreement — investors should review the full exhibit for covenants, conditions, and use of proceeds.

8-KShareholder voteMay 68-K — Item 5.07: Shareholder vote
AI summary

HUBB held its Annual Meeting of stockholders around 2026-05-06 (8-K Item 5.07). Stockholders elected 1 director to the board. Routine governance event — monitor for unusually high withhold votes as an activist signal.

8-KMaterial agreementMay 48-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

HUBB entered into a purchase agreement (8-K Item 1.01, dated 2026-05-04). Material definitive agreement — investors should review the full exhibit for covenants, conditions, and use of proceeds.

+ 11 other (3 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Callan Family Office LLC Takes $1.04 Million Position in Hubbell Inc $HUBBdefenseworld.net·7d agoEaton vs. Hubbell: Which Electrification Stock Has an Edge?zacks.com·10d agoHere Are Friday’s Top Wall Street Analyst Research Calls: Broadcom, Equifax, Hubbell, Marvell Technology, NVIDIA, SpaceX, Portland General Electric, Taylor Devices, Teradyne, and More247wallst.com·11d agoBank of New York Mellon Corp Takes $783.14 Million Position in Hubbell Inc $HUBBdefenseworld.net·11d agoJim Cramer Looked At This 'Not Great' Uranium Stock 'For Years'benzinga.com·26d ago

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