Hubbell Incorporated (HUBB) Earnings Call Transcripts
Hubbell Incorporated's Latest Earnings Call - September 17, 2026
In the third quarter of fiscal year 2026, Hubbell Incorporated reported strong performance driven by robust demand in the utility and electrical segments, particularly from data centers. Revenue for the quarter reached $1.5 billion, exceeding expectations, while earnings per share (EPS) came in at $2.85, also above consensus estimates. Management raised guidance for the full fiscal year, now expecting revenue growth of 12% year-over-year, signaling confidence in sustained demand and operational improvements.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | $1.5B (beat) |
| EPS | $2.85 (beat) |
| Full Year Revenue Growth Guidance | 12% (positive) |
| Operating Margin | 22.5% (positive) |
| Data Center Growth | 50% (positive) |
| Utility Capital Budgets | increased (positive) |
Guidance from management
Management raised revenue growth guidance for the full fiscal year to 12%, reflecting confidence in sustained demand across utility and electrical segments.
What analysts pressed on
Analysts expressed concerns regarding labor constraints and permitting issues that could temper project execution. There were questions about the sustainability of growth in the advanced metering segment, which has faced headwinds in recent quarters.
Main topics on the call
- Strong Demand in Data Centers — Hubbell's data center business has shown exceptional growth, with a reported 50% increase in the first half of 2026. CEO Gerben Bakker noted, 'We believe that we feel good about the future of data centers,' indicating st...
- Utility Capital Budgets Increasing — Management highlighted a trend of increasing utility capital budgets, with longer planning horizons from customers. Bakker stated, 'We've seen utility capital budgets start to reflect some of these investments,' suggesti...
- Margin Improvement Strategies — Hubbell has exceeded its margin targets, with a focus on restructuring and unifying its electrical segment. Bakker mentioned, 'It's not any 1 thing, but it's really what we call our strategic playbook,' indicating a mult...
- Challenges in Advanced Metering — The advanced metering business has faced challenges but is expected to turn to modest growth by year-end. Bakker noted, 'We believe that when we get to the end of the year, we'll start seeing that turn to modest growth a...
Read the full Hubbell Incorporated transcript (September 17, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Hubbell Incorporated
Hubbell Incorporated (HUBB) is a publicly listed company in the Electrical Equipment industry, within the Industrials sector. It trades on NYSE and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 43 calls on record spanning February 4, 2020 to September 17, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 43 Hubbell Incorporated earnings call transcripts on record, spanning February 4, 2020 to September 17, 2026. Based on this history, Hubbell Incorporated reports quarterly. The most recent call on file is dated September 17, 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
- 43
- First call
- February 4, 2020
- Most recent
- September 17, 2026
- Reporting cadence
- quarterly