NYSEIndustrialsElectrical Equipment & PartsSnapshot 2026-08-31
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Create your account →Intact: The reason to own it still holds.
Hubbell grows sales 8-11% in 2026, backed by a $3B acquisition. Adjusted EPS is set to rise to about $19.5. The company has a history of beating or meeting earnings estimates. Buybacks support shareholder returns.
Sales growth may slow below 8% due to sector headwinds. EPS guidance is soft and volatile management could miss targets. Debt from acquisitions may pressure the balance sheet.
The price is about 10% above our fair value near $439, reflecting roughly 14% revenue growth expected by analysts. Our fair value is 19% below the Street median, indicating some optimism in the market that we do not fully share.
Breaks if: Adjusted EPS guidance falls below $18.0 for FY26
Breaks if: Leverage ratio rises above 3.5x or buybacks cease amid financial stress
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This investment represents a durable compounder with a focus on organic sales growth and earnings per share (EPS) improvement. The current thesis state is intact, supported by recent positive financial performance and management's commitment to growth initiatives.
The market appears to have priced in a neutral valuation, with HUBB being relatively cheap compared to its peers. There is a slight expectations gap, indicating that the market is not overly optimistic about future performance.
Management is on track to achieve its goals of double-digit organic sales growth and increased adjusted EPS for 2026. However, there is a moderate risk due to the high miss rate in the industry, despite HUBB's recent strong performance.
The long-term thesis hinges on the performance of sector bellwethers like ETN, VRT, and BE, which could influence HUBB's growth trajectory. Additionally, any reversal in guidance from HUBB would significantly impact credibility and market perception.
The most important moves since the prior daily snapshot.
Yes, our read has strengthened. The latest earnings beat supports the view of steady performance. Additionally, AI infrastructure growth reinforces the goal of achieving double-digit organic sales growth in 2026. There are no new threats identified that would weaken this outlook.
as of 2026-08-31
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Breaks if: EPS guidance falls below $16.5 for FY26
Breaks if: YoY revenue growth falls below 6% in FY26
Hubbell aims for total sales growth of 8-11% in 2026, including organic growth of 6-9%.
Over the next 1 to 3 years, HUBB's fundamentals appear strong, but external factors and management execution will be critical. Not investment advice.
