Investing in sustainable energy is a good reminder that the economy, more than politics, is a better predictor of stock performance. In 2021, renewable energy stocks surged on expectations of favorable treatment from the Biden administration.
Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.
Finding stocks expected to beat quarterly earnings estimates becomes an easier task with our Zacks Earnings ESP.
Hubbell's operating margins are expanding, especially in the HES segment, driven by strong management execution and strategic reorganization. Secular trends in grid investment and utility capex are fueling inflection in top-line growth, supporting my continued confidence in Hubbell's long-term outlook. Key variables to monitor include sustained margin expansion, narrowing HUS/HES margin gap, and whether volume drives incremental growth; any reversal would impact outperformance.
While the top- and bottom-line numbers for Hubbell (HUBB) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Hubbell (HUBB) came out with quarterly earnings of $4.93 per share, beating the Zacks Consensus Estimate of $4.36 per share. This compares to earnings of $4.37 per share a year ago.
Hubbell (HUBB) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Hubbell has shifted its portfolio toward higher-margin, faster-growing markets, significantly improving revenue growth and profitability. Structural tailwinds — grid modernization, renewables, data centers, and EVs — support sustained revenue and EPS growth, with double-digit EPS growth targeted through 2027. Smart bolt-on acquisitions and operational efficiency initiatives further strengthen Hubbell's competitive moat and boost returns on capital.
Upgraded Hubbell from hold to buy due to early signs of demand recovery, especially in Grid Infrastructure and HES segments, driven by AI tailwinds. 1Q25 results showed mixed performance: HES grew 4.8% organically with margin expansion, while HUS saw a 3.6% decline, and Grid Infrastructure grew 1.5%. Management expects AI-driven datacenter demand to boost grid infrastructure investments, with reaffirmed FY25 guidance and anticipated sequential improvement in 2Q25.
Hubbell offers long-term growth potential with strong U.S.-centric operations, driven by data center expansion and industrial reshoring. Despite short-term headwinds like cost inflation and a dip in utility segment revenues, management remains confident in its growth outlook. The company maintains a solid balance sheet, a steadily growing dividend, and stable earnings growth expectations, making it fundamentally sound.
Hubbell Incorporated (NYSE:HUBB ) Q1 2025 Earnings Conference Call May 1, 2025 10:00 AM ET Company Participants Daniel Innamorato - Director of Investor Relations Gerben Bakker - President and Chief Executive Officer William Sperry - Executive Vice President and Chief Financial Officer Conference Call Participants Jeffrey Sprague - Vertical Research Charles Stephen Tusa - JPMorgan Nigel Coe - Wolfe Research Christopher Snyder - Morgan Stanley Julian Mitchell - Barclays Tommy Moll - Stephens Joe O'Dea - Wells Fargo Nicole DeBlase - Deutsche Bank Brett Linzey - Mizuho Operator Good day, and thank you for standing by. Welcome to the Hubbell Incorporated First Quarter 2025 Earnings Conference Call.
While the top- and bottom-line numbers for Hubbell (HUBB) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.