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Dec 31, 2025
Hubbell Q4 2025 Earnings Report
Hubbell reported strong double-digit growth in net sales, operating profit, and diluted earnings per share for the fourth quarter of 2025.
Key Takeaways
Hubbell Incorporated announced robust financial results for the fourth quarter and full year ended December 31, 2025, with Q4 diluted EPS of $4.19 and adjusted diluted EPS of $4.73, marking a 15% year-over-year increase. Net sales grew by 12% (9% organic), driven by strong performance in Electrical Solutions and Utility T&D markets, while operating margin expanded to 20.9%.
Q4 diluted EPS reached $4.19, with adjusted diluted EPS at $4.73, up 15% year-over-year.
Net sales for Q4 increased by 12%, with organic growth contributing 9% and M&A adding 3%.
Q4 operating margin was 20.9%, and adjusted operating margin was 23.4%, an increase of 140 basis points year-over-year.
FY 2025 diluted EPS was $16.54, and adjusted diluted EPS was $18.21, up 10% year-over-year.
Revenue by Segment
Forward Guidance
For the full year 2026, Hubbell anticipates total sales growth of 7-9% and organic sales growth of 5-7%. GAAP diluted EPS is expected to range from $17.30 to $18.00, with adjusted diluted EPS between $19.15 and $19.85. The company also expects full year 2026 free cash flow conversion of 90% or greater on adjusted net income.
Positive Outlook
- Anticipated total sales growth of 7-9% for full year 2026.
- Expected organic sales growth of 5-7% for full year 2026.
- Projected GAAP diluted EPS in the range of $17.30 to $18.00 for 2026.
- Forecasted adjusted diluted EPS between $19.15 and $19.85 for 2026.
- Expected full year 2026 free cash flow conversion of 90% or greater on adjusted net income.
Challenges Ahead
- Adjusted EPS excludes approximately $1.70 per share for amortization of acquisition-related intangible assets.
- Adjusted EPS excludes approximately $0.15 per share for transaction, integration, and separation costs.
- The diluted EPS and Adjusted EPS ranges include $15-20 million of anticipated restructuring and related investment.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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