Every material Form 8-K Hubbell Incorporated has filed with the SEC since March 26, 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Hubbell reported third-quarter 2026 net sales of $1.87 billion, up 25% from $1.50 billion a year earlier, with organic growth of 11% and acquisitions adding 13%. The company raised its full-year 2026 adjusted diluted EPS outlook to $20.40-$20.60, while its GAAP diluted EPS range is $17.30-$17.50. Interest expense, net rose to $58.0 million in the quarter from $13.6 million a year earlier.
Q3 diluted EPS was $4.94, up from $4.77; adjusted diluted EPS was $5.91, up 14% year over year
Q3 operating margin was 21.8%, compared with 22.0% a year earlier; adjusted operating margin was 25.5%, up 160 basis points
Full-year 2026 GAAP diluted EPS expected at $17.30-$17.50; adjusted diluted EPS raised to $20.40-$20.60
Q3 free cash flow was $280 million, versus $254 million in the prior-year quarter
Hubbell reported second-quarter 2026 net sales of $1,711.8 million, up from $1,484.3 million a year earlier, with adjusted diluted EPS of $5.52, up 12%. GAAP diluted EPS was $4.52, down from $4.56, and the company raised its full-year 2026 adjusted diluted EPS range to $20.25 to $20.55 while setting its GAAP diluted EPS range at $17.25 to $17.55. The results include the acquisition of NSI Industries for approximately $3.0 billion, funded with debt.
Q2 2026 net sales rose 15% to $1,711.8 million; organic net sales grew 10%, and acquisitions added 5%.
Q2 diluted EPS was $4.52 versus $4.56 a year earlier; adjusted diluted EPS was $5.52.
Q2 operating margin was 20.4% versus 22.7% a year earlier; adjusted operating margin was 23.9%, down 50 basis points.
Full-year 2026 adjusted diluted EPS guidance was raised to $20.25 to $20.55; GAAP diluted EPS guidance is $17.25 to $17.55.
Hubbell agreed on June 2, 2026 to sell $1.9 billion of senior notes due 2031, 2033 and 2036, and the notes were issued on June 8, 2026. Hubbell expects to use the net proceeds of about $1,869.6 million, with cash on hand and other borrowings, to fund part of its previously announced acquisition of NSI Industries and to repay NSI debt. If the NSI acquisition is not completed by the deadline in the filing, Hubbell must redeem the notes at 101% of principal, so the debt is tied to that deal closing.
$500 million of 4.650% notes due June 15, 2031; $700 million of 4.900% notes due June 15, 2033; and $700 million of 5.150% notes due June 15, 2036
Net proceeds of approximately $1,869.6 million after underwriting discount and estimated offering expenses
Proceeds intended to fund part of the NSI Acquisition, repay NSI Industries indebtedness and pay related fees and expenses
If the NSI Acquisition is not consummated by the date five business days after the later of May 1, 2027 or any agreed later Outside Date, Hubbell must redeem the notes at 101% of principal plus accrued interest
Hubbell entered a Term Loan Agreement on May 15, 2026, allowing it to borrow up to $900 million on an unsecured basis. The proceeds are to finance the NSI Acquisition, repay certain existing NSI debt, and cover related fees and expenses. The loan adds debt for shareholders to weigh, and funding depends on the NSI Acquisition closing.
Borrowing capacity of up to $900 million, available in a single draw on the NSI Acquisition closing date
Loans are due on the third anniversary of the borrowing date and bear interest at Alternate Base Rate or Term SOFR plus a margin based on Hubbell's credit ratings
Financial covenant requires total indebtedness to total capitalization of no more than 65% at each fiscal quarter-end
Default triggers include other debt acceleration above $100 million and a change of control of Hubbell
On May 1, 2026, Hubbell agreed to acquire NSI Industries, a maker of electrical fittings, connectors and wire management products, for $3.0 billion in cash, subject to customary adjustments. Hubbell plans to fund the deal with cash on hand and debt, and the closing depends on regulatory clearance and other conditions. For shareholders, the deal is large relative to Hubbell's $5.8 billion of 2025 revenue, and the company expects it to be accretive to adjusted EPS in 2026.
Purchase price is $3.0 billion in cash, which the press release says represents about 15.5 times NSI's anticipated 2026 EBITDA.
NSI anticipates 2026 revenue of approximately $570 million; Hubbell expects the acquisition to be accretive to adjusted EPS in 2026.
Commitment letter dated May 1, 2026 with JPMorgan Chase, Bank of America and HSBC provides up to $2.8 billion of senior unsecured bridge loans.
Hubbell would pay a $150 million termination fee if the deal ends for failure to obtain antitrust approvals; the closing cannot occur before May 31, 2026 without Hubbell's consent.
Hubbell reported first-quarter 2026 net sales of $1.5 billion, up 11% from a year earlier, and GAAP diluted EPS of $3.41, up 13% from $3.03. The company raised its full-year 2026 diluted EPS range to $17.45 to $18.00 and its adjusted diluted EPS range to $19.30 to $19.85, which matters to shareholders because it lifts the company's expected earnings for the year.
Q1 2026 net sales were $1,516.7 million, up from $1,365.2 million; organic sales grew 8.2%.
Q1 2026 GAAP diluted EPS was $3.41 versus $3.03; adjusted diluted EPS was $3.93 versus $3.38, up 16%.
Q1 2026 operating income was $263.8 million versus $230.4 million, and the operating margin was 17.4%.
Full-year 2026 GAAP diluted EPS guidance was raised to $17.45 to $18.00; adjusted diluted EPS guidance is $19.30 to $19.85.
Hubbell reported fourth-quarter 2025 net sales of $1.5 billion, up 12% from a year earlier, and diluted EPS of $4.19 versus $3.66. For full-year 2025, diluted EPS was $16.54 versus $14.39, and the company expects 2026 GAAP diluted EPS of $17.30 to $18.00 and adjusted diluted EPS of $19.15 to $19.85.
Q4 2025 net sales were $1,492.7 million, up from $1,334.3 million; organic growth was 9%
Q4 2025 diluted EPS was $4.19 versus $3.66; adjusted diluted EPS was $4.73, up 15%
FY 2025 diluted EPS was $16.54 versus $14.39; adjusted diluted EPS was $18.21, up 10%
2026 outlook: total sales growth of 7-9% and GAAP diluted EPS of $17.30 to $18.00
Hubbell completed a $400 million public offering of 4.800% Senior Notes due November 15, 2035, with net proceeds of about $392.0 million. The company plans to use the proceeds with cash on hand to redeem in full its $400 million 3.350% Senior Notes due March 1, 2026, which will be redeemed on December 1, 2025.
$400 million principal of 4.800% Senior Notes due November 15, 2035, issued November 14, 2025
Net proceeds of approximately $392.0 million after underwriting discount and estimated expenses
Proceeds plus cash on hand to redeem $400 million of 3.350% notes due March 1, 2026 on December 1, 2025
Notes are unsecured, not guaranteed by subsidiaries; holders may require repurchase at 101% of principal on a change of control triggering event
Hubbell reported third-quarter 2025 diluted EPS of $4.77, up from $4.18 a year earlier, and adjusted diluted EPS of $5.17, up from $4.61. Net sales rose 4% to $1,502.4 million. The company raised its full-year 2025 diluted EPS outlook to $16.55-$16.75 and its adjusted diluted EPS outlook to $18.10-$18.30, which shareholders would see as a higher earnings expectation for the year.
Q3 diluted EPS $4.77 vs. $4.18 in Q3 2024; adjusted diluted EPS $5.17 vs. $4.61
Q3 net sales $1,502.4 million, up 4% (organic up 3%); Grid Automation sales fell about 18%
2025 adjusted diluted EPS outlook raised to $18.10-$18.30; diluted EPS outlook $16.55-$16.75
Hubbell completed its acquisition of DMC Power on October 1, 2025, funded in part by a $600 million unsecured term loan due September 29, 2028. The filing does not disclose the purchase price or DMC Power's financial results, so the deal's effect on earnings cannot be assessed from this document.
Hubbell borrowed $600 million under a Term Loan Agreement dated September 29, 2025, with JPMorgan Chase Bank, N.A. as administrative agent.
The loan is due September 29, 2028 and bears interest at Term SOFR plus an addition based on Hubbell's credit ratings.
The loan includes a financial covenant limiting the ratio of total indebtedness to total capitalization to 65% at each fiscal quarter-end.
DMC Power, a provider of connectors and tooling for utility substation and transmission markets, has over 350 employees and two manufacturing facilities in Carson, CA and Olive Branch, MS.
Hubbell announced that CFO William Sperry will retire effective December 31, 2025, and Joseph Capozzoli, currently Vice President, Finance of the Electrical Solutions segment, will succeed him as Senior Vice President and Chief Financial Officer on January 1, 2026. Sperry will stay on as Executive Vice President into 2026 and provide transitional support, and Capozzoli's base salary and short-term incentive target are being raised, which the filing describes as compensation tied to the new role.
Capozzoli's base salary rises from $440,000 to $550,000, effective January 1, 2026.
Capozzoli's annual short-term incentive target rises from 25% to 75% of base salary.
Capozzoli receives a Change in Control Severance Agreement with a 2.0 times multiple on base salary and target short-term incentive.
Sperry, CFO since 2011 per the press release's 14 years as CFO, retires as CFO effective December 31, 2025.
Hubbell Incorporated elected Edward H. Baine as an independent director effective August 29, 2025, expanding the board to eleven directors, ten of them independent. Baine is executive vice president-Utility Operations and president of Dominion Energy Virginia, and he will serve on the Compensation and Finance Committees.
Edward H. Baine, 51, elected director effective August 29, 2025
Baine receives a restricted stock award valued at $160,000 and standard non-employee director compensation
Board now has eleven directors, ten of them independent
Baine has been at Dominion Energy since 1995 and serves on the Compensation and Finance Committees
Hubbell reported second-quarter 2025 net sales of $1,484.3 million, up 2% from a year earlier, and diluted EPS of $4.56 compared with $4.01. The company raised its full-year 2025 diluted EPS outlook to $16.25-$16.75 and its adjusted diluted EPS outlook to $17.65-$18.15. The company said a change to FIFO inventory accounting lowered cost of goods sold by $29 million in the quarter, or $0.42 per diluted share, which affects the reported results.
Second-quarter diluted EPS was $4.56 versus $4.01; adjusted diluted EPS was $4.93 versus $4.44
Second-quarter net sales were $1,484.3 million, up 2% (organic growth also 2%)
Operating margin was 22.7% versus 21.1% a year earlier
2025 diluted EPS outlook is $16.25-$16.75; adjusted diluted EPS outlook is $17.65-$18.15
At its May 6, 2025 annual meeting, Hubbell shareholders approved amendments to the company's charter and bylaws that change director elections in uncontested races from plurality to majority voting. They also approved the restated Hubbell Incorporated Incentive Award Plan, which adds 620,000 shares and extends the plan to 2035. All five proposals passed, and the 8-K gives vote counts for each.
Uncontested director elections move from plurality to majority voting; contested elections keep the plurality standard.
The restated incentive plan adds 620,000 shares, bringing the total available for issuance to 1,749,789, and extends the plan term to 2035.
The plan was approved with 41,926,594 affirmative votes against 2,340,787 negative votes.
PricewaterhouseCoopers LLP was ratified as independent auditor for 2025 with 41,108,452 affirmative votes against 6,850,513 negative votes.
Hubbell reported first-quarter 2025 results on May 1, 2025. Net sales fell 2% to $1,365.2 million, GAAP diluted EPS rose to $3.15 from $2.73, and adjusted diluted EPS fell to $3.50 from $3.60. The company maintained its full-year 2025 adjusted diluted EPS outlook of $17.35-$17.85 and gave a GAAP diluted EPS outlook of $15.95-$16.45.
Net sales were $1,365.2 million versus $1,399.1 million a year earlier, down 2%; organic net sales fell 0.6%.
Diluted EPS was $3.15 versus $2.73; adjusted diluted EPS was $3.50 versus $3.60.
Net cash from operating activities was $37.4 million versus $92.2 million; free cash flow was $11 million versus $52 million.
Full-year 2025 adjusted diluted EPS outlook was maintained at $17.35-$17.85; GAAP diluted EPS outlook is $15.95-$16.45.
Hubbell entered a five-year, $1.0 billion unsecured revolving credit facility on March 25, 2025, with JPMorgan Chase Bank, N.A. as administrative agent. On the same date, the company terminated all commitments under its existing credit agreement dated March 12, 2021. The filing describes the new facility as maintained for general corporate purposes, including support for commercial paper issuance.
Five-year unsecured revolving facility of $1.0 billion, with loans due March 25, 2030 and up to two one-year extensions
Commitments can be increased to up to $1.5 billion; letter of credit sub-limit of $50.0 million
Foreign subsidiary borrowings capped at $100.0 million; total debt to total capitalization must not exceed 65%
Existing credit agreement dated March 12, 2021 terminated on March 25, 2025
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