Hubbell Incorporated-B | 8-K: FY2025 Q2 Revenue Misses Estimate at USD 1.484 B

Revenue: As of FY2025 Q2, the actual value is USD 1.484 B, missing the estimate of USD 1.507 B.

EPS: As of FY2025 Q2, the actual value is USD 4.56, beating the estimate of USD 4.0024.

EBIT: As of FY2025 Q2, the actual value is USD 336.3 M.

Utility Solutions Segment

Net Sales

• Q2 2025: $935.5 million
• Q2 2024: $926.5 million
• Change: +1%

Operating Income

• Q2 2025: $218.2 million (23.3% of net sales)
• Q2 2024: $197.2 million (21.3% of net sales)
• Change: +11%

Adjusted Operating Income

• Q2 2025: $238.7 million (25.5% of net sales)
• Q2 2024: $223.3 million (24.1% of net sales)
• Change: +7%

Electrical Solutions Segment

Net Sales

• Q2 2025: $548.8 million
• Q2 2024: $526.0 million
• Change: +4%

Operating Income

• Q2 2025: $118.1 million (21.5% of net sales)
• Q2 2024: $109.1 million (20.7% of net sales)
• Change: +8%

Adjusted Operating Income

• Q2 2025: $123.5 million (22.5% of net sales)
• Q2 2024: $113.2 million (21.5% of net sales)
• Change: +9%

Overall Financial Metrics

Net Income

• Q2 2025: $245.5 million
• Q2 2024: $219.1 million
• Change: +12%

Operating Margin

• Q2 2025: 22.7%
• Q2 2024: 21.1%
• Change: +160 bps

Adjusted Operating Margin

• Q2 2025: 24.4%
• Q2 2024: 23.2%
• Change: +120 bps

Free Cash Flow

• Q2 2025: $220.7 million
• Q2 2024: $205.7 million
• Change: +7%

Outlook / Guidance

• Hubbell anticipates full year 2025 diluted EPS in the range of $16.25-$16.75 and adjusted diluted EPS in the range of $17.65-$18.15.
• The company expects full year 2025 total sales growth and organic net sales growth of 4-6%.
• Hubbell anticipates full year 2025 free cash flow conversion of approximately 90% on adjusted net income.