HUBBELL INC(HUBB)Stock Analysis
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Rank #405 of 2,879 stocksTOP 25%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
HUBB Stock Analysis & AI Quality Score
AI stock analysis and institutional research for HUBBELL INC (HUBB), a Technology sector company. 13F Pro's AI-powered ranking engine scores HUBB at 68.7/100 on a 32-signal composite quality model, placing it at rank #405 of 2,879 stocks — the top 25% of the AI-ranked universe. HUBB scores in the top quartile across balance sheet strength (87.0), revenue scale (80.3), profitability (77.1). Based on the latest XBRL financial filings (Q1 2026), HUBBELL INC reports quarterly revenue of $1.5B, net income of $181.8M, an operating margin of 17.4%. Top institutional holders of HUBB by reported 13-F value include BlackRock,, VANGUARD CAPITAL MANAGEMENT, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. HUBB trades on the NYSE exchange and files with the SEC under CIK 48898. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate HUBB daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for HUBBELL INC directly from SEC EDGAR. HUBBELL INC's 13F Pro composite quality score has ranged between 8 and 75 since 2021, currently 68.7 — an improving long-term trajectory across 56 quarterly and live scoring snapshots.
What's Driving HUBB's Business? Latest 10-Q Breakdown
AI-extracted from HUBBELL INC's 10-Q filed 2026-05-01 — Q1 2026 (quarter ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Hubbell Q1 2026 net sales grew 11.1% to $1.52B, driven by 8.2% organic growth and acquisitions; operating margin expanded 50 bps to 17.4%.
Biggest Revenue Drivers
Total revenue: $1,516.7M+11.1% YoY
6.8% organic growth from mid-single-digit price increases and low-single-digit volume growth in transmission and distribution markets; 3.5% from acquisitions (DMC Power and Nicor).
10.6% organic growth driven by high-single-digit price realization and mid-single-digit volume increases, primarily from datacenter and light industrial strength.
Largest Expense Items
Margin expansion of ~7 pts from favorable price realization, improved productivity and higher volume, partially offset by ~6 pts contraction from material cost inflation and tariff expense.
Higher acquisition-related intangible amortization, transaction and integration costs from 2025 acquisitions, plus increased employee compensation and benefits.
Higher average outstanding debt from $600M Term Loan borrowing in Q4 2025 to fund DMC Power acquisition.
Margins: Gross margin expanded 90 bps to 33.3%, driven by favorable pricing, productivity gains and higher volumes, partially offset by material cost inflation and tariffs. Operating margin expanded 50 bps to 17.4% on GAAP basis; adjusted operating margin (excluding intangible amortization and transaction costs) expanded 110 bps to 19.8%.
Watch Items from the Filing
- Tariff uncertainty: Following February 2026 Supreme Court ruling on IEEPA tariffs, company has not recorded any recovery benefit as refund timing remains unclear; future tariff landscape uncertain.
- Grid Automation softness: Utility Solutions segment experienced volume decline in Grid Automation products from weak advanced metering infrastructure and meter project activity vs prior year.
- Material cost exposure: Material costs represent ~50% of COGS; ongoing inflationary pressures and tariffs could compress margins if pricing cannot keep pace.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q1 2026
$1.5B
Net Income
Q1 2026
$181.8M
Free Cash Flow
Q1 2026
$46.0M
Operating Margin
Q1 2026
17.4%
D/E Ratio
Q1 2026
0.68
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+3.8% YoYNet Income
+13.9% YoYOperating Income
+10.6% YoYEPS (Diluted)
+14.9% YoYTotal Assets
+20.2% YoYTotal Debt
+48.3% YoYOp. Cash Flow
+3.9% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $5.84B +3.8% | $5.63B +4.8% | $5.37B +8.6% | $4.95B +18.0% | $4.19B +13.9% | $3.68B |
| Net Income | $887.1M +13.9% | $779.0M +3.7% | $751.4M +37.6% | $545.9M +36.6% | $399.5M +13.8% | $351.2M |
| Operating Income | $1.21B +10.6% | $1.09B +6.4% | $1.03B +44.9% | $709.1M +33.2% | $532.3M +7.6% | $494.5M |
| EPS (Diluted) | $16.54 +14.9% | $14.39 +3.6% | $13.89 +37.9% | $10.07 +38.3% | $7.28 +13.2% | $6.43 |
| Total Assets | $8.23B +20.2% | $6.85B -3.3% | $7.08B +31.1% | $5.40B +2.3% | $5.28B +3.9% | $5.09B |
| Total Debt | $2.33B +48.3% | $1.57B -27.8% | $2.17B +50.5% | $1.44B -0.2% | $1.45B -9.1% | $1.59B |
| Operating Cash Flow | $1.03B +3.9% | $991.2M +12.5% | $880.8M | — | — | $648.0M |
AI Insight: HUBB Financial Trends
Revenue growth stabilizing near $1.5B but net income declining sharply in Q1 2026 as operating leverage compresses.
• Revenue grew 4.2% YoY from Q1 2025 ($1,365M) to Q1 2026 ($1,517M), with Q2–Q3 2025 sustaining $1.5B+ quarterly run rate.
• Operating margin compressed to 17.4% in Q1 2026 versus 22.1% in Q3 2025; net margin fell to 12.0% from 17.1% same period.
• Operating cash flow rebounded to $448M in Q4 2025 but fell to $87M in Q1 2026, indicating seasonal softness or working capital pressure.
⚠ Total debt increased 12.3% from Q3 2025 ($2,396M) to Q1 2026 ($2,573M); leverage ratio deteriorating against equity base growth.
⚠ Net income dropped 28.9% QoQ in Q1 2026 to $182M despite flat revenue, signaling cost inflation or one-time headwinds.
AI Insight: HUBB Ratio Trends
HUBB's profitability and returns deteriorated sharply in Q1 2026, with operating margin, NPM, ROE, and ROIC all falling to multi-year lows despite stable leverage.
• Operating margin collapsed to 17.4% in Q1 2026 from 20.9% in Q4 2025, extending a decline that began in Q1 2025 (17.5%).
• Net profit margin fell to 12.0% in Q1 2026, matching the Q1 2025 trough and eroding gains from H2 2025 peaks of 17.0%–16.0%.
• ROIC declined to 16.6% in Q1 2026 from 20.2% in Q4 2025, the lowest level in the dataset since Q1 2025.
⚠ ROE and ROA both hit 20-month lows (19.3% and 8.6%) despite stable D/E ratio (0.68), signaling operational underperformance rather than leverage issues.
⚠ Pattern of Q1 weakness repeating: Q1 2025 and Q1 2026 both saw sharp margin compression. Monitor if seasonal or structural.
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Top Institutional Holders of HUBB
BlackRock, Inc.
$2.2B4,437,305 shVANGUARD CAPITAL MANAGEMENT LLC
$1.7B3,458,236 shVANGUARD PORTFOLIO MANAGEMENT LLC
$1.3B2,678,576 shSTATE STREET CORP
$1.1B2,314,063 shWELLINGTON MANAGEMENT GROUP LLP
$1.0B2,091,957 shBank of New York Mellon Corp
$1.0B2,058,372 shMASSACHUSETTS FINANCIAL SERVICES CO /MA/
$776.9M1,537,597 shGEODE CAPITAL MANAGEMENT, LLC
$688.4M1,408,258 shInvesco Ltd.
$598.7M1,219,927 shDEUTSCHE BANK AG\
$557.7M1,136,521 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $2.2B | 4,437,305 |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.7B | 3,458,236 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.3B | 2,678,576 |
| STATE STREET CORP | $1.1B | 2,314,063 |
| WELLINGTON MANAGEMENT GROUP LLP | $1.0B | 2,091,957 |
| Bank of New York Mellon Corp | $1.0B | 2,058,372 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $776.9M | 1,537,597 |
| GEODE CAPITAL MANAGEMENT, LLC | $688.4M | 1,408,258 |
| Invesco Ltd. | $598.7M | 1,219,927 |
| DEUTSCHE BANK AG\ | $557.7M | 1,136,521 |
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Popular Research
Is HUBB a good stock to buy?
13F Pro's AI-powered analysis of HUBBELL INC (HUBB) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for HUBB are available on the HUBB stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own HUBB?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling HUBB. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of HUBBELL INC's investment landscape.