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HUHUBB

Hubbell Incorporated

$HUBB·$25B·Electrical Equipment & Parts·Industrials
$464.39-0.1%YTD+6.7%1Y+7.1%
Price updated 14m ago·X counts updated 5d ago
HUHUBB
$HUBBHubbell Incorporated
$464.39-0.07%45 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $HUBB on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

45X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $HUBB's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data5 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 what X is saying about $HUBB

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $HUBB — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-03

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Hubbell up only 6% YTD despite a $3B NSI Industries acquisition and 11% revenue growth — the market hasn't caught up to the grid-infrastructure story.

Hubbell has quietly become one of the cleanest grid-and-datacenter infrastructure plays, with Q2 revenue of $1.71B up 11% YoY and four straight quarterly EPS beats of 0.4-3.8% — compounding at the pace of the utility-and-industrial capex cycle.

  • The $3B NSI Industries acquisition announced in June is the structural catalyst — a meaningful electrical-infrastructure bolt-on that will show up in Q3 and Q4 numbers as deal accretion flows through.
  • Revenue growth has stepped up from +2% in Q2 2025 to +11% in Q2 2026 — the Utility Solutions segment specifically is riding the T&D capex boom, with the Electrical Solutions segment benefiting from data-center demand.
  • At $475.52 and 44% of the 52-week range, the forward multiple on 2026 EPS of $20.48 is around 23x and on 2027 EPS of $22.91 is 21x — reasonable for a utility-and-datacenter compounder growing double digits.

The October 27 Q3 earnings is the next catalyst — a beat plus initial NSI contribution disclosure extends the quiet compounding; this is the sort of name that re-rates in response to a quarter rather than a narrative.

Agrees with X sentimentX is bullish framing HUBB as an overlooked grid-technology play alongside the NSI acquisition; the TickerTalks read agrees — the operating cadence and the acquisition timeline both support the current multiple expansion case.

What to watch: October 27 Q3 earnings and the first NSI integration disclosure; T&D capex commentary from utility customers in the quarterly earnings cycle; data-center demand signals from the Electrical Solutions segment.

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

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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

No material change from last week — AI data-center buildout and power-grid modernization sustain elevated equipment demand.

What this means for $HUBB

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

Industry benchmark

29-name peer basket
+21.2%YTD
-10.7%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 $5.76

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

5-year forecast · up to 10 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$6.9B$6.9B – $6.9B$20.49$20.41 – $20.5610
FY27$7.6B$7.5B – $7.6B$22.95$22.51 – $23.6010
FY28$8.0B$7.8B – $8.5B$25.47$23.83 – $27.048
FY29$8.4B$8.2B – $8.6B$25.53$24.90 – $26.346
FY30$8.8B$8.6B – $9.0B$27.14$26.47 – $27.996

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.1.4×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.38%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.-1.3%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.-5.0%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 today1.3% 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.β0.855-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
+ 31 other (23 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
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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.

+ 7 other (2 10-Qs · 2 earnings 8-Ks · 2 13Gs · 1 SD) in window

Recent news

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

Hubbell to Announce Third Quarter 2026 Results on October 27, 2026globenewswire.com·3d agoWhy Investors Need to Take Advantage of These 2 Industrial Products Stocks Nowzacks.com·18d agoThis Overlooked Grid-Technology Stock Could Be Your Ticket to Millionaire Statusfool.com·29d agoHubbell Incorporated (HUBB) Presents at Morgan Stanley's 14th Annual Laguna Conference Transcriptseekingalpha.com·29d ago3 Grid Equipment Stocks Are Riding the Same Boom. One Has a Better Exit Plan.fool.com·29d ago

In themes

Explore the broader themes this ticker is being talked about under.

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Voices on X · last 7 days

No standout posts about $HUBB on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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