Sep 30, 2022

Hubbell Q3 2022 Earnings Report

Reported strong Q3 2022 results with significant operating margin expansion and operating profit growth.

Key Takeaways

Hubbell reported a strong third quarter with net sales up 21% and organic sales up 20%. Diluted EPS was $2.78, and adjusted diluted EPS was $3.08. The company raised its full-year EPS guidance to $9.10-$9.30 and adjusted diluted EPS to $10.25-$10.45.

Q3 diluted EPS of $2.78; adjusted diluted EPS of $3.08

Q3 net sales +21% (organic +20%)

Operating margin expansion of 200 bps; adjusted operating margin expansion of 190 bps

Raised FY22 diluted EPS to $9.10-$9.30; adjusted diluted EPS of $10.25-$10.45

Total Revenue
$1.32B
Previous year: $1.21B
+8.4%
EPS
$3.08
Previous year: $2.24
+37.5%
Gross Profit
$399M
Previous year: $330M
+20.6%
Cash and Equivalents
$367M
Previous year: $258M
+42.3%
Free Cash Flow
$194M
Previous year: $70M
+177.6%
Total Assets
$5.34B
Previous year: $5.24B
+1.8%

Hubbell

Hubbell

Forward Guidance

For the full year 2022, Hubbell anticipates diluted earnings per share in the range of $9.10-$9.30 and anticipates adjusted diluted earnings per share in the range of $10.25-$10.45. Hubbell anticipates full year 2022 total sales growth of +18-19% and organic net sales growth of +17-18%, as compared to full year 2021.

Positive Outlook

  • Full year 2022 total sales growth of +18-19%
  • Organic net sales growth of +17-18%
  • Net M&A contributing +1% to full year sales growth
  • Net M&A contributing approximately $0.10 of full year Adjusted EPS
  • Full year 2022 free cash flow conversion of approximately 90% of adjusted net income

Challenges Ahead

  • Anticipates amortization of acquisition-related intangible assets, which the Company expects to be approximately $1.05 for the full year
  • Anticipates approximately $0.10 due to a pension settlement charge
  • Anticipates accelerated investments in the fourth quarter of 2022
  • Expects approximately $0.30-$0.40 per share of restructuring and related investments for the full year 2022
  • Earnings per share and adjusted earnings per share ranges are based on an adjusted tax rate of ~22%