| HUBB |
Report |
Adjusted diluted EPS (Q2 2026) |
BEAT |
pred ~$5.45 vs. cons $5.32 |
MEDIUM |
| HUBB |
Report |
Net sales / revenue (Q2 2026, incl. ~3 weeks NSI) |
BEAT |
pred ~$1.66B vs. cons $1.64B |
MEDIUM |
| HUBB |
Report |
Adjusted operating margin (Q2 2026) |
IN-LINE |
pred ~24.5% vs. cons 24.4% |
LOW |
| HUBB |
Guide |
FY2026 adjusted diluted EPS guidance (raised range midpoint, post-NSI) |
BETTER |
guide ~$20.00 vs. cons $19.83 (FY2026) |
MEDIUM |
| HUBB |
Guide |
FY2026 total sales growth guidance (incorporating full NSI contribution) |
BETTER |
guide ~11% vs. cons 9% (FY2026) |
MEDIUM |
| HUBB |
Guide |
FY2026 adjusted operating margin expansion guidance |
UNCHANGED |
guide ~20bps vs. cons 25bps (FY2026) |
LOW |
| HUBB |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.0% |
— |
MEDIUM |
| HUBB |
Return |
5-day cumulative residual |
-0.4% (FADE) |
Even with a likely Q2 beat and a modest FY26 EPS/sales raise, the raise is unlikely to fully capture NSI's dilutive debt/interest load, higher leverage (net debt/cap already at 31% pre-NSI), and only ~1pt of price/cost margin drag baked into the 20bps margin-expansion guide. This mirrors the Q1 pattern where a beat-and-raise still sold off ~7% as investors focused on price/cost and deal-related balance-sheet risk; analysts may trim out-period (2H26/2027) EPS/margin assumptions on NSI integration costs and financing drag even after headline upside, causing an initial pop to fade over the week as estimate revisions catch down to the more conservative implicit guidance math. |
MEDIUM |