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14:00
Jul 28 ◎

HUBB FY2026 Q2 Watch

Hubbell Inc (HUBB) FY2026 Q2 Earnings Call

NSI HUBB ▾

Gerben Bakker

Bridgeport Fittings and related NSI assets are being integrated into Hubbell to fill product gaps in the high-growth data center and network infrastructure markets; management expects accretive growth, which is a positive for NSI's ongoing operations.

"Strategically acquiring a leading electrical fittings brand in Bridgeport Fittings fills a key product line gap in our HES segment in a high value niche."

NSI WATCH

Joe Capozzoli

The tone is very bullish, driven by strong demand, particularly in data centers and utility T&D, with management raising full-year guidance and expressing confidence in accelerating growth and margin expansion in the second half.

"We are raising our 2026 outlook for sales growth, adjusted operating profit growth, adjusted operating margin, and adjusted earnings per share."

HUBB WATCH

HIGH

14:00
Apr 30 ◎

HUBB FY2026 Q1 Watch

Hubbell Inc (HUBB) FY2026 Q1 Earnings Call

HUBB ▾

Joe Capozzoli

Management raised full-year guidance on both top and bottom line, citing robust T&D and data center demand, successful price increases, and increased capacity.

"we are raising our full year adjusted earnings per diluted share outlook to $19.30 to $19.85 per share"

HUBB WATCH

HIGH

15:00
Feb 03 ◎

HUBB FY2025 Q4 Watch

Hubbell Inc (HUBB) FY2025 Q4 Earnings Call

VRT JCI AME ▾

Gervin Bakker

Hubbell is experiencing significant demand from data center build-outs, with data center growth exceeding 60% in Q4 and an expectation of mid-teens growth in 2026, specifically in electrical solutions segment. — Indicates sustained demand for electrical infrastructure components supporting data centers, benefiting suppliers in that chain.

"Data center growth exceeded 60% in the quarter. In addition to healthy end market dynamics, our data center performance in the fourth quarter was bolstered by targeted capacity investments..."

VRT WATCH JCI WATCH

Dan Inamorato

Cost inflation is expected to be mid-single digits in 2026, with price and productivity actions anticipated to offset it, indicating potential pricing power in supply chain. — Pricing power in materials could signal broader inflationary pressures in industrial supply chains.

"We're anticipating about mid-single digits for cost inflation in 2026. And our price actions and productivity is anticipated to address that level of cost inflation."

AME WATCH

MED

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