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Side-by-side financial comparison of Hubbell Incorporated (HUBB) and ON Semiconductor (ON). Click either name above to swap in a different company.
ON Semiconductor is the larger business by last-quarter revenue ($1.5B vs $1.5B, roughly 1.0× Hubbell Incorporated). Hubbell Incorporated runs the higher net margin — 14.6% vs 12.0%, a 2.6% gap on every dollar of revenue. On growth, Hubbell Incorporated posted the faster year-over-year revenue change (11.9% vs 4.7%). Hubbell Incorporated produced more free cash flow last quarter ($388.8M vs $217.2M). Over the past eight quarters, Hubbell Incorporated's revenue compounded faster (3.3% CAGR vs -9.9%).
Hubbell Incorporated, headquartered in Shelton, Connecticut, is an American company that designs, manufactures, and sells electrical and electronic products for non-residential and residential construction, industrial, and utility applications. Hubbell was founded by Harvey Hubbell as a proprietorship in 1888, and was incorporated in Connecticut in 1905.
Fairchild Semiconductor International, Inc. was an American semiconductor company based in San Jose, California. It was founded in 1957 as a division of Fairchild Camera and Instrument by the "traitorous eight" who defected from Shockley Semiconductor Laboratory. It became a pioneer in the manufacturing of transistors and of integrated circuits. Schlumberger bought the firm in 1979 and sold it to National Semiconductor in 1987; Fairchild was spun off as an independent company again in 1997. I...
HUBB vs ON — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.5B | $1.5B |
| Net Profit | $217.7M | $181.8M |
| Gross Margin | 34.6% | 38.5% |
| Operating Margin | 20.3% | 57.9% |
| Net Margin | 14.6% | 12.0% |
| Revenue YoY | 11.9% | 4.7% |
| Net Profit YoY | 10.5% | — |
| EPS (diluted) | $4.06 | $0.45 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $1.5B | ||
| Q4 25 | $1.5B | $1.6B | ||
| Q3 25 | $1.5B | $1.5B | ||
| Q2 25 | $1.5B | $1.4B | ||
| Q1 25 | $1.4B | — | ||
| Q4 24 | $1.3B | $1.7B | ||
| Q3 24 | $1.4B | $1.8B | ||
| Q2 24 | $1.5B | $1.7B |
| Q1 26 | — | $181.8M | ||
| Q4 25 | $217.7M | $255.0M | ||
| Q3 25 | $255.5M | $170.3M | ||
| Q2 25 | $244.2M | $-486.1M | ||
| Q1 25 | $169.7M | — | ||
| Q4 24 | $197.0M | $379.9M | ||
| Q3 24 | $219.4M | $401.7M | ||
| Q2 24 | $213.6M | $338.2M |
| Q1 26 | — | 38.5% | ||
| Q4 25 | 34.6% | 37.9% | ||
| Q3 25 | 36.2% | 37.6% | ||
| Q2 25 | 37.2% | 20.3% | ||
| Q1 25 | 33.1% | — | ||
| Q4 24 | 33.8% | 45.2% | ||
| Q3 24 | 34.5% | 45.4% | ||
| Q2 24 | 35.0% | 45.2% |
| Q1 26 | — | 57.9% | ||
| Q4 25 | 20.3% | 17.0% | ||
| Q3 25 | 22.0% | 13.2% | ||
| Q2 25 | 22.7% | -39.7% | ||
| Q1 25 | 17.5% | — | ||
| Q4 24 | 19.3% | 23.7% | ||
| Q3 24 | 21.1% | 25.3% | ||
| Q2 24 | 20.7% | 22.4% |
| Q1 26 | — | 12.0% | ||
| Q4 25 | 14.6% | 16.4% | ||
| Q3 25 | 17.0% | 11.6% | ||
| Q2 25 | 16.5% | -33.6% | ||
| Q1 25 | 12.4% | — | ||
| Q4 24 | 14.8% | 22.1% | ||
| Q3 24 | 15.2% | 22.8% | ||
| Q2 24 | 14.7% | 19.5% |
| Q1 26 | — | $0.45 | ||
| Q4 25 | $4.06 | $0.63 | ||
| Q3 25 | $4.77 | $0.41 | ||
| Q2 25 | $4.56 | $-1.15 | ||
| Q1 25 | $3.15 | — | ||
| Q4 24 | $3.65 | $0.88 | ||
| Q3 24 | $4.05 | $0.93 | ||
| Q2 24 | $3.94 | $0.78 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $497.9M | $2.4B |
| Total DebtLower is stronger | — | $3.0B |
| Stockholders' EquityBook value | $3.8B | $7.3B |
| Total Assets | $8.2B | $12.0B |
| Debt / EquityLower = less leverage | — | 0.41× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $2.4B | ||
| Q4 25 | $497.9M | $2.9B | ||
| Q3 25 | $680.9M | $2.8B | ||
| Q2 25 | $399.6M | $3.0B | ||
| Q1 25 | $360.3M | — | ||
| Q4 24 | $345.0M | $3.0B | ||
| Q3 24 | $445.6M | $2.8B | ||
| Q2 24 | $406.5M | $2.7B |
| Q1 26 | — | $3.0B | ||
| Q4 25 | — | $3.4B | ||
| Q3 25 | $1.4B | $3.4B | ||
| Q2 25 | $1.4B | $3.4B | ||
| Q1 25 | $1.4B | — | ||
| Q4 24 | $1.4B | $3.4B | ||
| Q3 24 | $1.7B | $3.4B | ||
| Q2 24 | $1.9B | $3.4B |
| Q1 26 | — | $7.3B | ||
| Q4 25 | $3.8B | $7.9B | ||
| Q3 25 | $3.7B | $7.9B | ||
| Q2 25 | $3.5B | $8.0B | ||
| Q1 25 | $3.3B | — | ||
| Q4 24 | $3.3B | $8.8B | ||
| Q3 24 | $3.2B | $8.6B | ||
| Q2 24 | $3.1B | $8.3B |
| Q1 26 | — | $12.0B | ||
| Q4 25 | $8.2B | $13.0B | ||
| Q3 25 | $7.5B | $13.1B | ||
| Q2 25 | $7.1B | $13.3B | ||
| Q1 25 | $6.9B | — | ||
| Q4 24 | $6.7B | $14.1B | ||
| Q3 24 | $6.9B | $13.9B | ||
| Q2 24 | $6.9B | $13.7B |
| Q1 26 | — | 0.41× | ||
| Q4 25 | — | 0.43× | ||
| Q3 25 | 0.39× | 0.43× | ||
| Q2 25 | 0.41× | 0.42× | ||
| Q1 25 | 0.44× | — | ||
| Q4 24 | 0.44× | 0.38× | ||
| Q3 24 | 0.51× | 0.39× | ||
| Q2 24 | 0.63× | 0.41× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $447.5M | $239.1M |
| Free Cash FlowOCF − Capex | $388.8M | $217.2M |
| FCF MarginFCF / Revenue | 26.0% | 14.4% |
| Capex IntensityCapex / Revenue | 3.9% | — |
| Cash ConversionOCF / Net Profit | 2.06× | 1.32× |
| TTM Free Cash FlowTrailing 4 quarters | $874.7M | $1.2B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $239.1M | ||
| Q4 25 | $447.5M | $418.7M | ||
| Q3 25 | $284.3M | $184.3M | ||
| Q2 25 | $260.6M | $602.3M | ||
| Q1 25 | $37.4M | — | ||
| Q4 24 | $432.4M | $579.7M | ||
| Q3 24 | $227.0M | $465.8M | ||
| Q2 24 | $239.6M | $362.2M |
| Q1 26 | — | $217.2M | ||
| Q4 25 | $388.8M | $372.4M | ||
| Q3 25 | $253.8M | $106.1M | ||
| Q2 25 | $220.7M | $454.7M | ||
| Q1 25 | $11.4M | — | ||
| Q4 24 | $364.4M | $434.8M | ||
| Q3 24 | $188.8M | $293.6M | ||
| Q2 24 | $205.7M | $207.7M |
| Q1 26 | — | 14.4% | ||
| Q4 25 | 26.0% | 24.0% | ||
| Q3 25 | 16.9% | 7.2% | ||
| Q2 25 | 14.9% | 31.5% | ||
| Q1 25 | 0.8% | — | ||
| Q4 24 | 27.3% | 25.2% | ||
| Q3 24 | 13.1% | 16.7% | ||
| Q2 24 | 14.2% | 12.0% |
| Q1 26 | — | — | ||
| Q4 25 | 3.9% | 3.0% | ||
| Q3 25 | 2.0% | 5.3% | ||
| Q2 25 | 2.7% | 10.2% | ||
| Q1 25 | 1.9% | — | ||
| Q4 24 | 5.1% | 8.4% | ||
| Q3 24 | 2.6% | 9.8% | ||
| Q2 24 | 2.3% | 8.9% |
| Q1 26 | — | 1.32× | ||
| Q4 25 | 2.06× | 1.64× | ||
| Q3 25 | 1.11× | 1.08× | ||
| Q2 25 | 1.07× | — | ||
| Q1 25 | 0.22× | — | ||
| Q4 24 | 2.19× | 1.53× | ||
| Q3 24 | 1.03× | 1.16× | ||
| Q2 24 | 1.12× | 1.07× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
HUBB
| Grid Infrastructure | $717.0M | 48% |
| Industrial | $393.7M | 26% |
| Grid Automation | $218.9M | 15% |
| Electrical Products | $163.1M | 11% |
ON
Segment breakdown not available.
