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Hubbell reports 60 percent surge in data center revenue driven by modular power distribution demand
Wednesday, February 4, 2026 at 11:07 AM
Hubbell reported significant growth in its data center business, with Q4 revenue increasing over 60% year-over-year. The company is seeing strong demand for modular power distribution skids and grid infrastructure. Data center sales now represent over 10% of Hubbell Electrical Solutions revenue, with projections for mid-to-high teens growth in 2026 driven by utility customers investing in transmission and distribution to support new load requirements.
Context
Hubbell reported a massive 60% year-over-year surge in Q4 data center revenue, driven by intense demand for modular power distribution skids. This segment now accounts for over 10% of the company’s Electrical Solutions sales, highlighting a strategic shift as AI infrastructure needs scale rapidly. For the full year, data center revenue rose approximately 40%, with management guiding for sustained mid-to-high teens growth through 2026 as modular projects continue to gain traction.
The growth extends beyond data centers into the broader electrical grid. Hubbell saw Grid Infrastructure sales increase 12% organically in Q4 as utility customers aggressively invest in transmission and substation upgrades to handle new power generation and load requirements. An order inflection that began in September has continued into early 2026, suggesting that the company is transitioning from a period of inventory destocking to a cycle of sustained demand for power resiliency and infrastructure hardening.
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