HUBB
Market read
The latest filing is mixed. 5 of 29 group members are active now; 2 filing-linked outsiders are moving with the group, and 0 of 9 directly disclosed connections are confirming.
Invalidation: The live read weakens if participation falls to 10 of 29 members or fewer.
Research brief
The latest filing is mixed. 5 of 29 group members are active now; 2 filing-linked outsiders are moving with the group, and 0 of 9 directly disclosed connections are confirming.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
No credible peer-relative valuation comparison is available yet.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“Total Other Expense Total other expense increased by $8.3 million in the first quarter of 2026 to $27.4 million, primarily due to higher net interest expense of $8.2 million, due to higher average outstanding debt in the first quarter of 2026, primarily drive…”10-Q · May 1, 2026 ↗
“Those increases were partially offset by four percentage points of margin contraction due to material and other cost inflation, including tariff expense.”10-Q · May 1, 2026 ↗
“Changes in strategy due to economic conditions or other conditions outside of our control affecting anticipated future global product sourcing levels.”10-Q · May 1, 2026 ↗
“Failure to achieve projected levels of efficiencies, and maintain cost savings and cost reduction measures, including those expected as a result of our lean initiatives and strategic sourcing plans.”10-Q · May 1, 2026 ↗
Valuation discipline
Price/sales 4.2× · EV/sales 4.4×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 1 Oct, 15:45 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for HUBB. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment · baseline
10-Q filed 2026-05-01 against the comparable filing from 2025-05-02.
“That result includes margin expansion in the quarter, primarily driven by favorable price realization, and benefits from operational productivity and higher unit volume, that was partially offset by margin contraction from material and other cost inflation, including tariff expense.”
“Total Other Expense Total other expense increased by $8.3 million in the first quarter of 2026 to $27.4 million, primarily due to higher net interest expense of $8.2 million, due to higher average outstanding debt in the first quarter of 2026, primarily driven by Term Loan borrowing of $600 million in the fourth quarter of 2025 to fund a portion of the DMC acquisition.”
“The decrease in operating margin was primarily due to approximately ten percentage points of margin contraction driven by higher material and other cost inflation, including tariff expense and higher restructuring investment.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“Gumbs 56 President, Utility Solutions Segment Present position since July 2023; previously President and CEO, Bosch Rexroth, from September 2020 to June 2023; Vice President & General Manager Electrical Energy Automation Solutions Business, Eaton Corporation,…”
“On October 1, 2025, the Company borrowed $600 million under the 2025 Term Loan Agreement (the "2025 Term Loan") on an unsecured basis to finance the majority of the purchase price of the DMC Power acquisition.”
Depended on by
“When we purchase scrap copper, it is shipped to our manufacturing plants in Hubbell, Michigan and Millington, Tennessee for further processing into other copper compounds.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 8 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
HUBB is currently a Participant in the organic co-movement group Semiconductor Manufacturing. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
No durable theme membership has been observed for this name yet.