NYSE$HUBB

Hubbell Inc. · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

Hubbell reported a strong finish to a strong year with double-digit sales growth, margin expansion, and operating profit growth.

Hubbell Incorporated reported fourth quarter and full year results for the period ended December 31, 2023. The company's Q4 diluted EPS from continuing operations was $3.16, and adjusted diluted EPS from continuing operations was $3.69. Net sales from continuing operations increased by 10% (organic +8%).

  • Q4 diluted EPS from continuing operations of $3.16; adjusted diluted EPS from continuing operations of $3.69
  • Q4 net sales from continuing operations +10% (organic +8%)
  • Utility Solutions segment net sales increased 13% to $811 million.
  • Electrical Solutions segment net sales increased 6% to $534 million.

Headline financials

Total Revenue

$1.35B

Previous: $1.22B+10.3%
EPS (adj)

$3.69

Previous: $2.60+41.9%
Capital Expenditures

-$61.9M

No prior period
Net Income

$172M

Previous: $124M+39.1%
Operating Income

$226M

Previous: $172M+31.2%
Gross Profit

$456M

Previous: $367M+24.4%
Stock-Based Comp

$4.9M

Previous: $2.8M+75.0%

Revenue & EPS history

Hubbell · Revenue · Quarterly

$1.35B

Q4 2023+10.3%vs Q4 2022
Beat estimate in 9 of 15 quarters(60%)
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 2024, Hubbell anticipates total sales growth of 8-10% and organic sales growth of 3-5%. Hubbell expects 2024 GAAP diluted earnings per share from continuing operations in the range of $14.40 to $14.90 and adjusted diluted earnings per share from continuing operations in the range of $16.00 to $16.50. The Company expects full year 2024 free cash flow of approximately $800 million.

Tailwinds

  • Total sales growth of 8-10%
  • Organic sales growth of 3-5%
  • Closed acquisitions are anticipated to contribute approximately 5% to total sales growth.
  • 2024 GAAP diluted earnings per share from continuing operations in the range of $14.40 to $14.90
  • Full year 2024 free cash flow of approximately $800 million.

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 Q4 2023

Historical avgQ4 2023

+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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