Sep 30, 2021

Hubbell Q3 2021 Earnings Report

Reported an increase in net sales and earnings per share, navigated operational headwinds through price increases and productivity initiatives, and maintained strong customer demand.

Key Takeaways

Hubbell Incorporated reported strong Q3 2021 results with a 9% increase in net sales and adjusted earnings per diluted share of $2.24. The company successfully navigated material inflation and supply chain disruptions through price increases and productivity initiatives. Strong customer demand in Utility and Electrical businesses drove significant orders growth, and the company updated its FY21 adjusted diluted EPS guidance to $8.30-$8.50.

Q3 net sales increased by 9%, with organic sales up 5%.

Diluted EPS was reported at $1.98, while adjusted diluted EPS reached $2.24.

Price realization of +7% in the third quarter represented a significant acceleration from first half levels.

Hubbell updated FY21 reported diluted EPS to $6.85-$7.05 and adjusted diluted EPS to $8.30-$8.50.

Total Revenue
$1.21B
Previous year: $1.11B
+9.5%
EPS
$2.24
Previous year: $2.3
-2.6%
Gross Profit
$330M
Previous year: $330M
+0.2%
Cash and Equivalents
$258M
Previous year: $269M
-4.2%
Free Cash Flow
$70M
Previous year: $135M
-48.2%
Total Assets
$5.24B
Previous year: $4.88B
+7.5%

Hubbell

Hubbell

Forward Guidance

For the full year 2021, Hubbell anticipates sales growth of 12-13%, comprised of 8-9% organic growth including 5% price realization, bolstered by approximately 3-4% growth from acquisitions and a modest tailwind from foreign exchange. Hubbell anticipates 2021 earnings per diluted share in the range of $6.85-$7.05 and anticipates adjusted diluted earnings per share in the range of $8.30-$8.50. The Company expects full year 2021 free cash flow conversion at approximately 100% of adjusted net income.

Positive Outlook

  • Sales growth of 12-13% expected for full year 2021.
  • Organic growth of 8-9% expected for full year 2021.
  • Price realization of 5% expected for full year 2021.
  • Growth from acquisitions of approximately 3-4% expected for full year 2021.
  • Full year 2021 free cash flow conversion at approximately 100% of adjusted net income.