What drove growth in the segments?

The filing attributes Utility Solutions growth to volume growth in Grid Infrastructure and acquisitions, partly offset by declines in Grid Automation. Electrical Solutions growth was driven by volume and favorable price realization and productivity. Management cited datacenter projects, load growth and aging infrastructure investment as sources of demand.

How did Hubbell's balance sheet change in 2025?

Total debt rose to $2,325.4 million from $1,568.1 million, and long-term debt was $2,036.3 million at year-end. Goodwill increased to $3,060.8 million from $2,500.8 million, reflecting acquisitions. Total debt to total capital was 38% versus 32% a year earlier.

What are the main risks flagged in the filing?

The forward-looking statements cite trade tariffs and trade actions, inflation and raw material costs, softness in the grid automation and residential markets, supply chain disruptions, and integration of acquired businesses. They also note pension funding and geopolitical conflicts in Ukraine and the Middle East.

HUBB 8-K: Earnings & Results

Q: How did Hubbell perform in the fourth quarter of 2025?

Net sales rose 12% to $1,492.7 million, with organic growth of 9%. GAAP operating margin was 20.9% and adjusted operating margin was 23.4%, up 140 basis points. GAAP diluted EPS was $4.19 and adjusted diluted EPS was $4.73.

Q: What is Hubbell's 2026 guidance?

Hubbell expects GAAP diluted EPS of $17.30 to $18.00 and adjusted diluted EPS of $19.15 to $19.85. It anticipates total sales growth of 7% to 9%, including organic growth of 5% to 7%, and free cash flow conversion of 90% or greater on adjusted net income. The adjusted tax rate is approximately 22.5%.

01—Abstract

Summary

Summary of the 8-K filed February 3, 2026. Cited figures are marked; the original filing is the authoritative source.

Hubbell Incorporated (NYSE: HUBB) reported fourth quarter and full year 2025 results in a press release furnished as Exhibit 99.1 to this Form 8-K.

For Q4 2025, net sales rose to $1,492.7 million^a from $1,334.3 million, and GAAP diluted EPS was $4.19 versus $3.66 a year earlier. Adjusted diluted EPS was $4.73 versus $4.13, and the filing states organic net sales growth of 9% alongside a 3% contribution from acquisitions. Q4 GAAP operating margin was 20.9%, and adjusted operating margin was 23.4%, up 140 basis points year over year.

For full year 2025, net sales were $5,844.6 million^b and GAAP diluted EPS was $16.54, compared with $14.39 in 2024. Adjusted diluted EPS was $18.21 versus $16.59. Net cash provided by operating activities was $1,029.8 million and free cash flow was $874.7 million.

Total debt rose to $2,325.4 million^c at year-end 2025 from $1,568.1 million, and the filing shows acquisitions of businesses totaling $958.3 million in cash during 2025. For 2026, Hubbell expects GAAP diluted EPS of $17.30 to $18.00 and adjusted diluted EPS of $19.15 to $19.85.

It also anticipates total sales growth of 7% to 9% including organic growth of 5% to 7%, and free cash flow conversion of 90% or greater on adjusted net income. The outlook includes $15 million to $20 million^d of anticipated restructuring and related investment.

02—Key points

Key Highlights

Q4 2025 GAAP diluted EPS of $4.19 (vs. $3.66) and adjusted diluted EPS of $4.73 (vs. $4.13), with adjusted EPS up 15% year over year.
Q4 2025 net sales of $1,492.7 million, up 12%, including 9% organic growth and 3% from acquisitions.
Full year 2025 net sales of $5,844.6 million and GAAP diluted EPS of $16.54; adjusted diluted EPS of $18.21, up 10%.
Utility Solutions Q4 net sales rose 10% to $936 million, and Electrical Solutions rose 14% to $557 million, with Electrical organic growth of 13%.
2026 outlook: GAAP diluted EPS of $17.30 to $18.00 and adjusted diluted EPS of $19.15 to $19.85, with total sales growth of 7% to 9%.
Total debt increased to $2,325.4 million at December 31, 2025 from $1,568.1 million, and net debt to total capital was 28% versus 23% a year earlier.
Full year 2025 free cash flow was $874.7 million, and Q4 free cash flow was $388.8 million.

03—Questions

Frequently Asked Questions

How did Hubbell perform in the fourth quarter of 2025?
Net sales rose 12% to $1,492.7 million, with organic growth of 9%. GAAP operating margin was 20.9% and adjusted operating margin was 23.4%, up 140 basis points. GAAP diluted EPS was $4.19 and adjusted diluted EPS was $4.73.
What is Hubbell's 2026 guidance?
Hubbell expects GAAP diluted EPS of $17.30 to $18.00 and adjusted diluted EPS of $19.15 to $19.85. It anticipates total sales growth of 7% to 9%, including organic growth of 5% to 7%, and free cash flow conversion of 90% or greater on adjusted net income. The adjusted tax rate is approximately 22.5%.
What drove growth in the segments?
The filing attributes Utility Solutions growth to volume growth in Grid Infrastructure and acquisitions, partly offset by declines in Grid Automation. Electrical Solutions growth was driven by volume and favorable price realization and productivity. Management cited datacenter projects, load growth and aging infrastructure investment as sources of demand.
How did Hubbell's balance sheet change in 2025?
Total debt rose to $2,325.4 million from $1,568.1 million, and long-term debt was $2,036.3 million at year-end. Goodwill increased to $3,060.8 million from $2,500.8 million, reflecting acquisitions. Total debt to total capital was 38% versus 32% a year earlier.
What are the main risks flagged in the filing?
The forward-looking statements cite trade tariffs and trade actions, inflation and raw material costs, softness in the grid automation and residential markets, supply chain disruptions, and integration of acquired businesses. They also note pension funding and geopolitical conflicts in Ukraine and the Middle East.

04—Continue

← View all 8-K filings