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Hubbell 8-K Report, Financial Results (Oct 27, 2026)

Reports
Earnings & Results·Exhibits & Filings
Filing Date
Filed October 27, 2026
Period End
October 27, 2026
Security
HUBB
In the record · 2016–202610-K1110-Q338-K110

HUBB filed 11 annual reports (10-K), 33 quarterly reports (10-Q) and 110 current reports (8-K) between 2016 and 2026.

  1. Restructuring8-K · Jan ’17Jan ’17
  2. Leadership change8-K · Mar ’19Mar ’19
  3. Material agreement8-K · Mar ’21Mar ’21
  4. Material agreement8-K · Nov ’25Nov ’25

01—Abstract

Summary

Summary of the 8-K filed October 27, 2026. Cited figures are marked; the original filing is the authoritative source.

Hubbell Incorporated reported third quarter 2026 results, with net sales of $1,872.5 milliona, up from $1,502.4 million a year earlier, and net sales growth of 25%.

Organic net sales grew 11%, while acquisitions contributed 13%. GAAP diluted EPS was $4.94b, compared with $4.77 in the prior-year quarter. Adjusted diluted EPS was $5.91, up 14% year over year.

Operating income was $408.7 millionc, a 21.8% operating margin, and adjusted operating margin was 25.5%, up 160 bps. Free cash flow was $280.4 million. Management attributed the strength to Electrical Solutions, where organic net sales grew 22% on strong datacenter markets, content gains and capacity expansion.

Utility Solutions net sales rose 9% to $1,027.8 milliond, with organic growth of about 5%. The company raised its full-year 2026 outlook, primarily on stronger expected Electrical Solutions growth. It now expects total sales growth of 18-19%, including organic growth of 10-11%, GAAP diluted EPS of $17.30 to $17.50, and adjusted diluted EPS of $20.40 to $20.60.

The guidance includes approximately $20 million of anticipated restructuring and related investment and an expected free cash flow conversion of approximately 90% on adjusted net income. Balance sheet leverage increased materially during the period. Long-term debt was $4,506.4 million at September 30, 2026, versus $2,036.3 million at December 31, 2025, and total debt to total capital rose to 55% from 38%.

Net debt was $4,664.7 million, or 51% of total capital. Goodwill and other intangible assets grew, and the company reported acquisition-related intangible amortization of $62.2 million in the quarter, compared with $24.7 million a year earlier.

Interest expense, net was $58.0 million, versus $13.6 million in the prior-year quarter. The acquisitions of NSI Industries, Ventev, Nicor and DMC Power are cited in the filing as integration priorities, with management noting that NSI performance and integration are trending ahead of initial expectations.

02—Key points

Key Highlights

  1. Q3 2026 net sales of $1,872.5 million, up 25% year over year, with organic growth of 11% and acquisitions contributing 13%.
  2. GAAP diluted EPS of $4.94 versus $4.77 a year earlier; adjusted diluted EPS of $5.91, up 14%.
  3. Electrical Solutions net sales rose 51% to $844.7 million, with organic growth of 22%; adjusted operating margin expanded to 24.8% from 20.8%.
  4. Utility Solutions net sales rose 9% to $1,027.8 million, with organic growth of about 5%; Grid Infrastructure grew about 13% and Grid Automation declined about 4%.
  5. Full-year 2026 outlook raised: adjusted diluted EPS of $20.40 to $20.60 and GAAP diluted EPS of $17.30 to $17.50, with total sales growth of 18-19%.
  6. Free cash flow of $280.4 million in the quarter; net debt rose to $4,664.7 million from $1,729.1 million at year-end 2025, and total debt to capital reached 55%.
  7. Interest expense, net increased to $58.0 million from $13.6 million, reflecting the financing used for recent acquisitions.

03—Questions

Frequently Asked Questions

  1. What drove the strong third quarter growth?

    Net sales growth of 25% combined 11% organic growth with 13% from acquisitions. Management cited strong datacenter markets, content gains and capacity expansion in Electrical Solutions, where organic sales rose 22%, and solid distribution, transmission and substation demand in Utility Solutions.

  2. Why did the company raise its 2026 guidance?

    Management stated the raise was primarily driven by stronger anticipated Electrical Solutions growth. Adjusted diluted EPS guidance is now $20.40 to $20.60, and GAAP diluted EPS guidance is $17.30 to $17.50.

  3. How much did leverage increase, and what does it mean for investors?

    Long-term debt rose to $4,506.4 million from $2,036.3 million at December 31, 2025, and total debt to total capital increased to 55% from 38%. Net debt was $4,664.7 million. The increase follows the NSI, Ventev, Nicor and DMC Power acquisitions, and interest expense, net rose to $58.0 million in the quarter from $13.6 million a year earlier.

  4. What is the difference between GAAP and adjusted EPS this quarter?

    Adjusted diluted EPS of $5.91 excluded $0.89 of amortization of acquisition-related intangible assets and $0.08 of transaction, integration and separation costs. Versus GAAP diluted EPS of $4.94, the adjusted figure is higher because of these acquisition-related items.

  5. How strong was cash generation?

    Net cash provided by operating activities was $323 million in the third quarter, compared with $284 million a year earlier. Free cash flow was $280 million, versus $254 million in the prior-year period. For the full year, the company expects free cash flow conversion of approximately 90% on adjusted net income.

04—Continue

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