HubSpot, Hub Group Q1 Earnings and Stock Update

Hub Group reported first quarter EPS of $0.44, narrowly beating analyst expectations, with revenue declining 8.4% to $915.22 million and missing consensus estimates. The company issued full-year 2025 revenue and EPS guidance below analyst projections, and its stock has dropped over 20% in the past three months. HubSpot posted Q1 revenue of $714.1 million, up 15.7% year over year and exceeding forecasts, along with a non-GAAP EPS of $1.78 that also beat expectations. Despite raising its full-year revenue and profit guidance, HubSpot’s stock declined 14% in the last quarter but remains higher year over year. Both companies have experienced more negative than positive EPS estimate revisions recently, though HubSpot’s financial health outlook is stronger than Hub Group’s. Overall, HubSpot continues to show robust growth and customer expansion compared to Hub Group’s weaker performance.