NYSE$HUBB

Hubbell Inc. · Q3 2021 earnings

Q3 2021 earnings · · Investor relations

Briefing

Reported an increase in net sales and earnings per share, navigated operational headwinds through price increases and productivity initiatives, and maintained strong customer demand.

Hubbell Incorporated reported strong Q3 2021 results with a 9% increase in net sales and adjusted earnings per diluted share of $2.24. The company successfully navigated material inflation and supply chain disruptions through price increases and productivity initiatives. Strong customer demand in Utility and Electrical businesses drove significant orders growth, and the company updated its FY21 adjusted diluted EPS guidance to $8.30-$8.50.

  • Q3 net sales increased by 9%, with organic sales up 5%.
  • Diluted EPS was reported at $1.98, while adjusted diluted EPS reached $2.24.
  • Price realization of +7% in the third quarter represented a significant acceleration from first half levels.
  • Hubbell updated FY21 reported diluted EPS to $6.85-$7.05 and adjusted diluted EPS to $8.30-$8.50.

Headline financials

Total Revenue

$1.21B

Previous: $1.11B+9.5%
EPS (adj)

$2.24

Previous: $2.30-2.6%
Free Cash Flow

$109M

Previous: $107M+1.3%
Net Income

$109M

Previous: $107M+1.3%
Operating Income

$155M

Previous: $163M-4.7%
Gross Profit

$330M

Previous: $330M+0.2%
Cash & Equivalents

$258M

Previous: $269M-4.2%
Total Assets

$5.24B

Previous: $4.88B+7.5%
Stock-Based Comp

$3.1M

Previous: $4.1M-24.4%

Revenue & EPS history

Hubbell · Revenue · Quarterly

$1.21B

Q3 2021+9.5%vs Q3 2020
Beat estimate in 12 of 16 quarters(75%)
ActualEstimate

Revenue by segment

Hubbell · $1.29B total across 2 segments · Q1 2023

  • Utility Solutions
    $782M
  • Electrical Solutions
    $504M

Forward guidance

For the full year 2021, Hubbell anticipates sales growth of 12-13%, comprised of 8-9% organic growth including 5% price realization, bolstered by approximately 3-4% growth from acquisitions and a modest tailwind from foreign exchange. Hubbell anticipates 2021 earnings per diluted share in the range of $6.85-$7.05 and anticipates adjusted diluted earnings per share in the range of $8.30-$8.50. The Company expects full year 2021 free cash flow conversion at approximately 100% of adjusted net income.

Tailwinds

  • Sales growth of 12-13% expected for full year 2021.
  • Organic growth of 8-9% expected for full year 2021.
  • Price realization of 5% expected for full year 2021.
  • Growth from acquisitions of approximately 3-4% expected for full year 2021.
  • Full year 2021 free cash flow conversion at approximately 100% of adjusted net income.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2021

Historical avgQ3 2021

+0.9%

Avg return

Earnings day

+0.8%

Avg return

5 days after

+2.1%

Avg return

30 days after

69%

47 / 68 earnings

Positive

+11.9%

Q1 2023

Best reaction

-16.1%

Q3 2018

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.5%-7.0%-13.3%
Q4 2025+1.7%+1.7%-3.8%
Q3 2025+4.9%+8.3%-1.3%
Q1 2025-5.5%-4.1%+7.3%
Q4 2024-1.9%-1.9%-15.3%
Q3 2024-4.0%-5.3%+2.0%
Q2 2024+7.8%-0.2%+7.8%
Q1 2024-8.3%-6.7%-4.1%
Q4 2023+0.9%+6.5%+14.5%
Q3 2023-1.5%-0.5%+5.9%
Q2 2023-7.1%-7.1%-5.2%
Q1 2023+11.9%+15.9%+23.3%
Q4 2022+3.7%+4.9%+8.5%
Q3 2022+6.7%+6.2%+14.7%
Q2 2022+7.3%+12.0%+12.8%
Q1 2022+3.7%+3.2%-1.4%
Q4 2021-0.9%+0.1%-4.0%
Q3 2021+0.2%+4.8%+9.6%
Q2 2021+0.8%+3.2%+5.7%
Q1 2021+0.5%+0.8%-0.4%
Q4 2020+1.5%+1.9%+10.0%
Q3 2020-3.2%-2.3%+9.1%
Q2 2020+0.8%+2.3%+9.0%
Q1 2020-3.7%-4.1%-3.4%
Q4 2019+1.9%-0.1%-6.2%
Q3 2019+2.4%+2.6%+5.8%
Q2 2019+3.6%+2.0%+3.2%
Q1 2019+3.1%+5.2%-5.0%
Q4 2018+3.6%+3.7%+7.5%
Q3 2018-16.1%-17.8%-12.1%
Q2 2018+6.6%+7.0%+9.2%
Q1 2018-9.2%-11.8%-6.5%
Q4 2017-1.5%-3.0%-6.2%
Q3 2017+3.8%+3.8%-0.3%
Q2 2017+1.8%+2.7%-5.4%
Q1 2017-6.1%-6.9%-3.8%
Q4 2016+3.7%+6.7%+2.5%
Q3 2016+0.3%-0.3%+7.8%
Q2 2016+1.7%+3.5%+3.8%
Q1 2016-0.6%
Q4 2015+4.8%
Q3 2015+7.6%
Q2 2015-0.1%
Q1 2015-0.8%
Q4 2014+1.4%
Q3 2014+1.0%
Q2 2014+0.8%
Q1 2014-0.6%
Q4 2013+1.5%
Q3 2013+0.8%
Q2 2013+3.1%
Q1 2013+1.3%
Q2 2012+0.4%
Q4 2012+0.4%
Q3 2012-1.9%
Q1 2012-0.5%
Q2 2011+0.5%
Q4 2011+0.5%
Q3 2011+5.9%
Q1 2010-0.6%
Q1 2011-0.6%
Q4 2008+1.9%
Q2 2010+1.9%
Q4 2010+1.9%
Q3 2010+2.2%
Q3 2009+2.2%
Q2 2009+4.6%
Q4 2009+4.6%

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