Hubbell makes the electrical gear that carries power from utility poles into buildings—think of it as the plumbing for electricity, with products like wiring, lighting, and grid components.
Money comes from two segments: Utility Solutions (grid equipment) and Electrical Solutions (building products), with annual revenue of USD 5.84B and a gross margin around 35%. It's recurring-ish—utilities and contractors buy steadily, not one-off.
Utilities and contractors stick with Hubbell because switching grid components risks outages and safety issues, and its brand is trusted. But Eaton and ABB are pushing into grid automation, and cheaper imports from Asia pressure pricing, so the moat is eroding
Hold (sector percentile 39) — value B-, growth C+, profitability B, momentum C, revisions C+. Updated daily, sector-relative, identical for every user.
Key events, in time order
Revenue up 15% YoY, adj. EPS beat; FY26 guide raised, yet shares sold off.
Acquisition boosts revenue, but operating margin fell 50 bps YoY.
Revenue $1.71B vs est. $1.65B, adj. EPS $5.52 vs est. $5.38, raises FY26 adj. EPS guidance
Institutional stake change shows quarterly rebalancing by major pension fund
Sentinel sells NSI to Hubbell for $3.0B, a major capital move.
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Hubbell was initiated with a Buy rating, indicating a positive outlook from analysts following a wave of stock initiations.
Main discussion
+Initiations 8/21: $ADI $AMD $AVGO $BCAL $BMO $BNS $ECG $EGO $ETN $EVEX $FIX $FTH $HUBB $IMA $IMCR $KMB $MBX $MCHP $MDB $MRVL $MU $NUVB $NVDA $PI $QBTS $SLDB $SMTC $STOK $STRL $TNDM $VMRK $WTTR . -Initiations 8/21: $AMRN $EBS $SPCX
Rating change: $ADI initiated BUY at 430 $AMD initiated BUY at 550 $AVGO initiated BU at 455 $HUBB initiated BUY at 550 $MRVL initiated BUY at 250 $NVDA initiated BUY at 340 $PSN upgraded BUY at 57 $SMTC initiated BUY at 155 $TER downgraded HOLD at 420 https://unusualwhales.com/a
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