-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下：HUBB公布了强劲的第一季度财报，每股收益（EPS）为3.93美元（同比增长16%），高于市场普遍预期的3.86美元。净销售额增长11%至16亿美元，主要得益于数据中心和公用事业基础设施支出加速增长带来的8.2%的强劲内生增长。公用事业电网现代化投资和数据中心对电气产品的持续需求推动了业绩的超预期增长。管理层上调了2026年业绩预期，目前预计总销售额将增长8%-11%，其中包括6%-9%的内生增长，调整后每股收益预计为19.30-19.85美元。公用事业解决方案业务增长11%至9.49亿美元，主要得益于电网基础设施业务约18%的强劲增长，这主要得益于公用事业公司对输电和变电站基础设施的投资；电气解决方案业务增长12%至5.68亿美元，主要得益于数据中心业务的持续强劲增长。经调整后的营业利润率增长了 110 个基点，达到 19.8%，其中公用事业解决方案利润率因销量增长和定价举措而飙升 190 个基点，达到 21.8%，而电气解决方案利润率由于成本压力和重组投资而压缩了 30 个基点，达到 16.4%。
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