| HUBB |
Report |
Adjusted EPS (Q2'26) |
BEAT |
pred ~$5.55 vs. cons ~$5.42 |
MEDIUM |
| HUBB |
Report |
Revenue (Q2'26) |
BEAT |
pred ~$1.69B vs. cons ~$1.67B |
MEDIUM |
| HUBB |
Report |
Adjusted operating margin (Q2'26) |
IN-LINE |
pred ~24.2% vs. cons ~24.5% |
MEDIUM |
| HUBB |
Guide |
FY26 adjusted EPS guidance |
BETTER |
guide ~$19.55-$19.95 (mid ~$19.75) vs. cons ~$19.65 (FY2026) |
MEDIUM |
| HUBB |
Guide |
FY26 organic growth guidance |
UNCHANGED |
guide ~6-9% vs. cons ~7% (FY2026) |
MEDIUM |
| HUBB |
Guide |
FY26 data center growth outlook |
BETTER |
guide >25% vs. cons ~25% (FY2026) |
MEDIUM |
| HUBB |
Guide |
Grid Automation/Aclara y/y trajectory (Q2'26) |
UNKNOWN |
guide ~flat-to-slightly positive vs. cons ~+1% (Q2'26, vs -7% in Q1'26) |
LOW |
| HUBB |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.5% |
— |
MEDIUM |
| HUBB |
Return |
5-day cumulative residual |
+1.5% (STABILIZE) |
Expect a clean beat plus a modest guidance raise (likely raising the low end) to spark a positive day-1 residual of ~+2.5%. Over the next 5 days the pop partially gives back: with H1 tracking mid-to-high-40s% of the FY and only an incremental raise, the out-period math implies a tough, price/cost-dilutive H2 comp against the FIFO-aided Q2'25 base, so back-half implied EPS looks conservative rather than upgraded. Continued Grid Automation softness or optically soft Electrical/consolidated margins caps follow-through. Net: initial gain holds but drifts, leaving ~+1.5% cumulative residual (stabilize, not full fade, given durable T&D/data-center demand and HUBB's beat-and-raise track record). |
MEDIUM |