| HUBB |
Report |
2Q26 adjusted diluted EPS |
BEAT |
pred ~$5.34 vs. cons $5.20 |
MEDIUM |
| HUBB |
Report |
2Q26 net sales |
IN-LINE |
pred ~$1.66B vs. cons $1.65B |
MEDIUM |
| HUBB |
Report |
2Q26 adjusted operating margin |
BEAT |
pred ~24.0% vs. cons 23.6% |
MEDIUM |
| HUBB |
Guide |
FY26 adjusted diluted EPS |
UNCHANGED |
guide ~$19.75 midpoint vs. cons $19.75 (FY26) |
MEDIUM |
| HUBB |
Guide |
FY26 organic sales growth |
UNCHANGED |
guide ~7.5% midpoint vs. cons 7.5% (FY26) |
MEDIUM |
| HUBB |
Guide |
FY26 data-center revenue growth |
BETTER |
guide ~30% vs. cons 27% (FY26) |
MEDIUM |
| HUBB |
Guide |
NSI 2H26 revenue contribution / closing timing |
UNKNOWN |
guide ~$250M vs. cons $260M (2H26) |
LOW |
| HUBB |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.5% |
— |
MEDIUM |
| HUBB |
Return |
5-day cumulative residual |
+3.5% (FOLLOW-THROUGH) |
A ~$5.34 EPS result versus $5.20 consensus, coupled with ~30% data-center growth versus 27% expected, should support modest FY26/FY27 upward revisions; the FY26 EPS midpoint of ~$19.75 versus $19.75 consensus limits the magnitude, while a clean ~$250M 2H26 NSI contribution versus $260M expected keeps the acquisition from becoming an out-period drag. |
MEDIUM |