Hubbell earnings date and guidance
MyStockButler's October 2026 analysis: Hubbell's next results are expected on February 2, 2027. Watch delayed meter shipments.
What has Hubbell guided for 2026?
Hubbell expects strong growth through 2026, but it now expects a slightly smaller share of sales to become operating profit. On October 27, management raised its forecast for full-year 2026 sales growth to 18%–19% and adjusted earnings per share to $20.40–$20.60. Under GAAP, the ordinary accounting rules, the range is $17.30–$17.50. Adjusted earnings remove selected costs, including acquisition-related charges; those costs still exist economically.
The pressure point is margin, the share of sales left as operating profit. Hubbell lowered its adjusted operating-margin forecast from 23.1%–23.4% to 23.0%–23.2% as materials and other costs rise and the company invests to serve demand. Sales and total profit can still grow while margin falls, but only if pricing and productivity control the added costs.
| Period guided | Low | High | Date given | |
|---|---|---|---|---|
| Sales Growth, % | Year to Dec 2026 | 18.0% | 19.0% | Oct 27, 2026 |
| Organic Growth, % | Year to Dec 2026 | 10.0% | 11.0% | Oct 27, 2026 |
| Electrical Solutions organic growth, % | Year to Dec 2026 | 17.0% | 18.0% | Oct 27, 2026 |
| Utility Solutions organic growth, % | Year to Dec 2026 | 6.0% | 7.0% | Oct 27, 2026 |
| Adj. Operating Margin, % | Year to Dec 2026 | 23.0% | 23.2% | Oct 27, 2026 |
| Adj. EPS | Year to Dec 2026 | 20.40 | 20.60 | Oct 27, 2026 |
Did Hubbell keep its past promises?
The guidance record is mixed. The historical score is 3/5: sales forecasts for 2024 and 2025 were cut, and in 2024 an initial organic-growth forecast of 3%–5% ended approximately flat. The residential-lighting sale’s forecast $0.22-per-share loss helps explain the GAAP earnings miss, but not the organic-growth miss.
| What management forecast | Checked | Above | Within | Below |
|---|---|---|---|---|
| GAAP diluted earnings per share | 5 years | 3 | 1 | 1 |
| total sales growth | 5 years | 3 | 0 | 2 |
| organic sales growth | 4 years | 2 | 0 | 2 |
What happened in Hubbell's last eight quarters?
Revenue was $1,872.5 million, compared with $1,502.4 million in the same quarter of 2025. Hubbell attributed about 11 percentage points of growth to organic performance and 13 points to acquisitions. The previous two quarters also showed strong organic growth, so the improvement was not confined to one period.
| Sep 2026 | Jun 2026 | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | 1,872.5 | 1,711.8 | 1,516.7 | 1,492.7 | 1,502.4 | 1,484.3 | 1,365.2 | 1,334.3 |
| Operating income | 408.7 | 348.6 | 263.8 | 311.5 | 330.6 | 336.3 | 230.4 | 259.7 |
| Net income | 262.5 | 240.4 | 181.8 | 224.2 | 255.5 | 244.2 | 163.2 | 198.2 |
| EPS, diluted | 4.94 | 4.52 | 3.41 | 4.19 | 4.77 | 4.56 | 3.03 | 3.66 |
| Cash from operations | 322.6 | 249.8 | 86.6 | 447.5 | 284.3 | 260.6 | 37.4 | 432.4 |
| = Free cash flow | 280.4 | 212.8 | 46.0 | 388.8 | 253.8 | 220.7 | 11.4 | 364.4 |
What this means. The sharp sales growth in the latest quarter is partly from buying another company, so it does not all come from selling more of its own products.
What should I watch in Hubbell's next results?
The fourth-quarter 2026 result will test both Hubbell’s underlying business and the temporary effects that may have strengthened recent results. Investors will look for the delayed meter shipments, the annual earnings target, the implied cash generation, and evidence that pricing and productivity are offsetting material costs.