Hubbell Incorporated (HUBB) Earnings Call Transcripts

Hubbell Incorporated's Latest Earnings Call - Q2 FY2026

In the second quarter of 2026, Hubbell Incorporated (HUBB:US) reported net sales of $1.712 billion, reflecting a 15% increase year-over-year, and adjusted earnings per diluted share of $5.52, up 12% from the prior year. The company raised its full-year guidance for organic sales growth from 8-11% to 16-18%, driven by strong demand in utility and electrical solutions, particularly in data center markets. Management highlighted robust order visibility and effective inflation management strategies, positioning the company for continued growth in the second half of 2026.

Reported metrics

Guidance from management

Hubbell raised its full-year guidance for organic sales growth to 16-18% and adjusted EPS to $20.25-$20.55, reflecting strong order visibility and market conditions.

What management said

Yes, I would say nothing really to say on the supply [Audio gap] chain, we are continuing to add capacity in our business. Our substation part of the business, particularly where we're adding capacity. But again, this is embedded in our guidance, supported by the orders and the backlog. So it's why we're confident that we'll see growth accelerating there as we go into the second half.

Yes. You put your finger on it there, Jeff. We're anticipating it is going to be a little more front-loaded given the nature and the timing of those IEPA tariff refunds and how they roll through. but really confident in that back half margin expansion playing out.

What analysts pressed on

Analysts expressed concerns over potential supply chain issues and project timing impacting growth in the second half. There were also questions regarding the sustainability of margin expansion given inflationary pressures and restructuring costs.

Main topics on the call

• Revenue Growth Acceleration — Hubbell achieved a 15% increase in net sales year-over-year, driven by 10% organic growth and 5% from acquisitions. Management stated, "We are seeing continued strength in our order book, which gives us increased visibil...
• Acquisition of NSI — The acquisition of NSI is expected to be accretive, contributing approximately $0.20 to adjusted earnings in 2026. Management noted that NSI fits within their strategy to enhance growth and margin profiles, stating, "The...
• Guidance Increase — Hubbell raised its full-year guidance for adjusted earnings per share from $19.30-$19.85 to $20.25-$20.55, reflecting a 4% increase at the midpoint. Management emphasized, "We are raising our growth outlook from plus 8% ...
• Inflation Management — Management indicated effective management of inflation through pricing and productivity actions, stating, "While cost inflation continues to increase, our pricing and productivity actions are keeping pace."

Read the full Hubbell Incorporated transcript (Q2 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 42 Hubbell Incorporated earnings call transcripts on record, spanning February 4, 2020 to July 28, 2026. Based on this history, Hubbell Incorporated reports quarterly. The most recent call on file is dated July 28, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

HUBB

Exchange

NYSE

Country

US

Sector

Industrials

Industry

Electrical Equipment

Calls on record

42

First call

February 4, 2020

Most recent

July 28, 2026

Reporting cadence

quarterly