Hubbell Incorporated

Hubbell Incorporated

HUBBยทNYSE

$484.91

+0.93%
IndustrialsElectrical Equipment & Parts

Hubbell Incorporated, together with its subsidiaries, designs, manufactures, and sells electrical and electronic products in the United States and internationally. It operates through two segments, Electrical Solution and Utility Solution. The Electrical Solution segment offers standard and special application wiring device products, rough-in electrical products, connector and grounding products, lighting fixtures, and other electrical equipment for use in industrial, commercial, and institutional facilities by electrical contractors, maintenance personnel, electricians, utilities, and telecommunications companies, as well as components and assemblies for the natural gas distribution market. It also designs and manufactures various industrial controls, and communication systems for use in the non-residential and industrial markets, as well as in the oil and gas, and mining industries. This segment sells its products through electrical and industrial distributors, home centers, retail and hardware outlets, lighting showrooms, and residential product-oriented Internet sites; and special application products primarily through wholesale distributors to contractors, industrial customers, and original equipment manufacturers. The Utility Solution segment designs, manufactures, and sells distribution, transmission, substation, and telecommunications products, such as arresters, insulators, connectors, anchors, bushings, and enclosures; and utility infrastructure products, including smart meters, communications systems, and protection and control devices. This segment sells its products to distributors, as well as directly to users, such as utilities, telecommunication companies, industrial firms, and construction and engineering firms. Its brand portfolio includes Hubbell, Kellems, Bryant, Burndy, CMC, Bell, TayMac, Wiegmann, Killark, Hawke, Aclara, Fargo, Quazite, Hot Box, etc. The company was founded in 1888 and is headquartered in Shelton, Connecticut.

At a Glance

Live Snapshot
Market Cap$25.62B
EPS16.6300
P/E Ratio29.16
Earnings Date07/28/2026

Intrinsic Alpha Methodology

Thesis Lenses

Signal ยท Driver ยท Risk

Signal

High confidence

Valuation multiple is elevated (P/E 29.2).

Valuation inputs: P/E 29.2, earnings yield +3.4%, momentum +0.9%.

If multiples stay elevated while momentum fades, downside repricing risk rises.

Driver

High confidence

Return profile is strong (ROE +23.1%, ROIC +13.8%).

Profitability stack: net margin +15.2%, ROE +23.1%, ROIC +13.8%.

Quality deterioration often appears in margins before it shows up in headline EPS.

Risk

High confidence

Downside profile looks controlled across current risk inputs.

Risk factors: liabilities/assets +53.1%, momentum +0.9%, net margin +15.2%.

Higher leverage with weak momentum and thin margins can amplify drawdown severity.

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Hubbell Incorporated Market vs Earnings Trajectory

HUBB ยท NYSE

Loading price and EPS data...

Hubbell Incorporated

Hubbell Incorporated Fair Value Envelope

HUBB ยท NYSE

Our analysis suggests that HUBB has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $484.91, this represents a potential HIDDEN relative to our calculated worth for Hubbell Incorporated.

Intrinsic Value
Current Price: $484.91
3Y+75.0%
5Y+157.0%
10Y+216.0%
3Y+18.0%
5Y+59.0%
10Y+67.0%
3Y+63.0%
5Y+153.0%
10Y+203.0%
3Y+77.0%
5Y+59.0%
10Y+159.0%
3Y+93.0%
5Y+56.0%
10Y+164.0%
3Y+52.0%
5Y+62.0%
10Y+133.0%
Hubbell Incorporated

Hubbell Incorporated Profit Bridge

HUBB ยท NYSE
Revenue5.84B
Cost of Goods Sold (3.77B)
Gross Profit2.07B
Operating Expenses (855.30M)
Operating Income1.22B
Interest Expense (64.10M)
Other Income/Expense-98.30M
Pretax Income1.12B
Income Tax (227.20M)
Net Income887.10M
Net Income
887.10M

Profitability Analysis

Gross Margin

35.5%

Strong gross margins indicate healthy pricing and efficient production or service delivery.

Operating Margin

20.8%

Healthy operating margins demonstrate effective cost control and strong business fundamentals.

Net Profit Margin

15.2%

Strong net margins indicate efficient operations and favorable tax/interest management.

Effective Tax Rate

20.3%

Moderate tax rate typical for most corporations. Represents standard tax burden on profits.

Profitability Insight

Room for improvement: Moderate profitability with opportunities to enhance margins through better cost management or pricing strategy.

35.46%
Gross Profit Margin
5%
3Y+19.0%
5Y+20.0%
10Y+12.0%
20.83%
Operating Profit Margin
7%
3Y+45.0%
5Y+55.0%
10Y+49.0%
15.18%
Net Profit Margin
10%
3Y+38.0%
5Y+59.0%
10Y+82.0%
23.05%
Return on Equity
-3%
3Y-
5Y+36.0%
10Y+25.0%
10.78%
Return on Assets
-7%
3Y+7.0%
5Y+56.0%
10Y+30.0%
13.76%
Return on Invested Capital
-10%
3Y+7.0%
5Y+53.0%
10Y+19.0%
HUBB

Hubbell Incorporated Cash Conversion Engine

HUBB ยท NYSE
Net Income887.10M
Depreciation & Amortization206.10M
Stock-Based Compensation33.00M
Change in Working Capital-109.00M
Others1.60M
Capital Expenditures-155.10M
Free Cash Flow874.70M

Cash Flow Quality Analysis

FCF Conversion Rate

98.6%

Strong cash conversion. Most reported earnings translate into actual cash flow, suggesting solid fundamentals.

CapEx Intensity

15.1%

Asset-light business model. Low capital requirements leave more cash available for shareholders and growth investments.

FCF Growth Trend

+7.9%

Steady FCF growth indicates consistent cash generation improvement. On a positive trajectory.

Working Capital Impact

-$109.00M

Minimal working capital impact on FCF. Changes in operating assets and liabilities well-managed.

Cash Flow Quality Insight

Asset-light with strong cash conversion: Low capital requirements combined with efficient cash generation creates significant shareholder value through dividends, buybacks, or strategic investments.

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Hubbell Incorporated Funding & Solvency Profile

HUBB ยท NYSE
Cash & Cash Equivalents501.60M
Net Receivables974.40M
Inventory1.14B
Other Current Assets171.60M
Total Current Assets3 B
Property, Plant & Equipment843.40M
Goodwill & Intangible Assets4.43B
Long-Term Investments99.80M
Other Non-Current Assets246.30M
Total Non-Current Assets1 B
Total Assets
8.42B

Financial Health Analysis

Current Ratio

1.58x

Strong liquidity. The company has adequate resources to meet short-term liabilities.

Debt-to-Equity Ratio

1.23x

Elevated leverage. Debt exceeds equity, which amplifies both gains and risks. Monitor debt servicing ability.

Working Capital

1 B

Strong working capital position provides significant operational flexibility and financial cushion.

Asset Composition

33% Current

Capital-intensive business with significant long-term investments in property, equipment, or intangibles.

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Hubbell Incorporated Street Expectations Map

HUBB ยท NYSE

Wall Street analysts project that HUBB stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 545.43, with estimates ranging from a low of 450.00 to a high of 600.00.

Lowest Target
450.00
-7.20%
Consensus Target
545.43
12.48%
Highest Target
600.00
23.73%

The consensus 1-year price target stands at 545.43, with estimates ranging from a low of 450.00 to a high of 600.00.

Analyst Consensus Analysis

Upside Potential

+12.5%

Moderate upside. Analysts expect positive returns but with limited margin of safety. Consider entry timing.

Analyst Agreement

27.5% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Risk-Reward Profile

3.30x

Favorable risk-reward. Potential upside significantly exceeds downside risk, offering asymmetric return profile attractive for risk-tolerant investors.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Asymmetric upside: Strong return potential with favorable risk-reward profile. The limited downside relative to upside makes this an attractive risk-adjusted opportunity for growth-oriented portfolios.

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Hubbell Incorporated Insider Positioning

HUBB ยท NYSE

During the last 12 months, insiders have purchased $187K and sold $7.35M worth of HUBB shares, resulting in $7.16M of net selling activity.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

10.3K

5.25M

Net Activity

-5.2M

-$5.25M

6-9 Months

Bought

435

186.72K

Sold

4.5K

2.10M

Net Activity

-1.9M

-$1.91M

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

1
MJF

Malloy John F.

Director

435 sharesโ€ข1 transactions

$187K

Top Sellers

1
MME

Mikes Mark Eugene

Officer: President Electrical Solutions

5.1K sharesโ€ข2 transactions

$2.51M

2
LKA

Lane Katherine Anne

Officer: Senior Vp, Gc & Secretary

4.6K sharesโ€ข1 transactions

$2.33M

3
FAR

Flynn Alyssa R

Officer: Chief Human Resources Officer

2.9K sharesโ€ข2 transactions

$1.38M

4
DNJM

Del Nero Jonathan M.

Officer: Vice President, Controller

2.2K sharesโ€ข1 transactions

$1.12M

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $7.16M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.03:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Insider Participation

High Selling

4 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.

0.29%
Dividend Yield
-10%
3Y-37.0%
5Y-45.0%
10Y-52.0%
ย 

hubb Dividend History

HUBB
10Y CAGR +8%
Latest $1.42
Annual $6.9
5 year growth trend
Last Period: +0%