Dec 31, 2023

Hubbell Q4 2023 Earnings Report

Hubbell reported a strong finish to a strong year with double-digit sales growth, margin expansion, and operating profit growth.

Key Takeaways

Hubbell Incorporated reported fourth quarter and full year results for the period ended December 31, 2023. The company's Q4 diluted EPS from continuing operations was $3.16, and adjusted diluted EPS from continuing operations was $3.69. Net sales from continuing operations increased by 10% (organic +8%).

Q4 diluted EPS from continuing operations of $3.16; adjusted diluted EPS from continuing operations of $3.69

Q4 net sales from continuing operations +10% (organic +8%)

Utility Solutions segment net sales increased 13% to $811 million.

Electrical Solutions segment net sales increased 6% to $534 million.

Total Revenue
$1.35B
Previous year: $1.22B
+10.3%
EPS
$3.69
Previous year: $2.6
+41.9%
Gross Profit
$456M
Previous year: $367M
+24.4%
Cash and Equivalents
$336M
Previous year: $441M
-23.7%
Free Cash Flow
$284M
Previous year: $180M
+57.3%
Total Assets
$6.91B
Previous year: $5.4B
+28.0%

Hubbell

Hubbell

Forward Guidance

For the full year 2024, Hubbell anticipates total sales growth of 8-10% and organic sales growth of 3-5%. Hubbell expects 2024 GAAP diluted earnings per share from continuing operations in the range of $14.40 to $14.90 and adjusted diluted earnings per share from continuing operations in the range of $16.00 to $16.50. The Company expects full year 2024 free cash flow of approximately $800 million.

Positive Outlook

  • Total sales growth of 8-10%
  • Organic sales growth of 3-5%
  • Closed acquisitions are anticipated to contribute approximately 5% to total sales growth.
  • 2024 GAAP diluted earnings per share from continuing operations in the range of $14.40 to $14.90
  • Full year 2024 free cash flow of approximately $800 million.