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Powell Industries, Inc. POWL

Industrials — Electrical Equipment & Parts
Dividend Champion (5y)
Growth Flags show if company had growth for consecutive years

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Insider Decisions

Total sells
68.38
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — — 2 — 6 3 1 4 3 2 2 —
Insider Ownership
21.28%

Capital & Financial Ratios

Market Cap
6,520.00
Revenue
1,157.52
Net Income
190.86
Free Cash Flow
243.98
Net Debt
(633.56)
Current Ratio
1.97
Debt/Equity
0.00
P/E ratio
35.04
P/S ratio
5.79
P/B ratio
8.86
Past 5Y EPS Growth
70.63%
This Y EPS Growth
8.71%
Next Y EPS Growth
27.83%
Next 5Y EPS Growth
18.53%
in millions of $

Dividends

Payout Ratio
0.34
Annual Dividend Rate
1.05
Annual Dividend Yield
0.74%
total individual payouts
2028 ‡‡‡‡‡
2027 ‡‡‡‡
2026 0.36
—
—
—
2025 1.06
—
—
—
—
2024 0.35
—
—
—
—
2023 0.35
—
—
—
—
2022 0.35
—
—
—
—
2021 0.35
—
—
—
—
2020 0.35
—
—
—
—
2019 0.35
—
—
—
—
2018 0.35
—
—
—
—
2017 0.35
—
—
—
—
2016 0.35
—
—
—
—
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 279.01 358.39 475.53 633.56
Receivables 206.69 214.41 217.07 362.41
Inventory 63.87 85.87 84.72 95.37
Other 67.00 110.32 143.81 126.62
621.99 776.48 931.72 1,231.17
2023 2024 2025 Q'26
Payables 56.67 73.63 67.08 86.57
ST’ Debt 0.77 — — —
Other 298.48 305.21 321.86 495.80
395.69 428.02 446.39 624.65
in millions of $

Compound Annual Growth

10y 5y 3y
Sales ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Cash Flow ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡
Earnings ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Book Value ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡

Revenue

Dec Mar Jun Sep Year
’26 251.18 296.62 311.74 —
—
’25 241.43 278.63 286.27 297.98
1,104.32
’24 194.02 255.11 288.17 275.06
1,012.36
’23 126.86 171.44 192.37 208.64
699.31
’22 106.57 127.85 135.48 162.68
532.58
’21 106.58 118.72 115.81 129.46
470.56
’20 134.15 151.57 118.06 114.72
518.50
in millions of $

Operating Cash Flow

Dec Mar Jun Sep Year
’26 43.64 51.17 100.23 —
—
’25 37.07 22.41 47.38 61.08
167.94
’24 83.90 16.99 13.76 (5.99)
108.66
’23 (0.55) 56.06 49.80 77.24
182.55
’22 (27.83) 14.83 (14.78) 24.20
(3.58)
’21 (25.18) 7.10 (21.61) 9.23
(30.46)
’20 2.11 5.31 45.98 18.99
72.39
in millions of $

Free Cash Flow

Dec Mar Jun Sep Year
’26 41.61 49.35 93.72 —
—
’25 34.88 18.35 42.27 59.31
154.81
’24 82.41 16.09 12.40 (14.37)
96.54
’23 (3.26) 55.43 49.15 73.43
174.75
’22 (28.27) 14.73 (15.38) 23.52
(5.40)
’21 (26.14) 6.47 (22.46) 8.78
(33.35)
’20 (0.29) 4.24 45.18 18.14
67.26
in millions of $

EPS

Dec Mar Jun Sep Year
’26 1.13 1.25 1.42 —
—
’25 0.95 1.27 1.32 1.41
4.95
’24 0.66 0.92 1.26 1.26
4.10
’23 0.03 0.23 0.51 0.72
1.50
’22 (0.08) (0.03) 0.25 0.24
0.38
’21 (0.01) (0.01) (0.06) 0.09
0.02
’20 0.08 0.21 0.10 0.08
0.47

Target Price Range

High
‡‡‡‡‡
‡‡‡‡‡
Average
‡‡‡‡‡
‡‡‡‡‡
Low
‡‡‡‡‡
‡‡‡‡‡

Recommendation Rating

2
1
Buy
2
3
Hold
4
5
Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
‡‡‡‡ ‡‡‡ ‡‡‡‡ ‡‡‡ ‡‡‡‡ ‡‡‡‡ 6.27 11.33 25.43 48.67 — — —
Low Price
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 12.71 32.54 121.66 137.67 — — —
High Price
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2,171 2,725 3,187 3,458 — — —
Employees
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.25 0.26 0.32 0.32 — — —
Revenue/Emp
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 532.58 699.31 1,012.36 1,104.32 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 15.96% 21.10% 26.98% 29.37% — — —
Gross Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 9.84 68.95 196.09 233.55 — — —
EBT
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1.85% 9.86% 19.37% 21.15% ‡‡‡ ‡‡‡ ‡‡‡
EBT Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 13.74 54.53 149.85 180.75 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Net Income
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 9.36 8.61 6.87 7.27 — — —
Depreciation
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 15.05 19.62 28.16 30.52 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.39 1.53 4.17 4.99 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Earnings/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (0.10) 5.12 3.02 4.64 — — —
Cash Flow/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (0.05) (0.22) (0.34) (0.36) ‡‡‡ ‡‡‡ ‡‡‡
Capex/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (0.15) 4.90 2.69 4.28 — — —
Free CF/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 8.40 9.68 13.44 17.71 — — —
Book Value/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 35.39 35.64 35.95 36.19 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Shares
‡‡‡‡‡ ‡‡‡ ‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 18.02 18.13 17.76 20.33 ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
PE Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.47 1.41 2.63 3.33 ‡‡‡ ‡‡‡ ‡‡‡
PS Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.84 2.86 5.51 5.74 ‡‡‡ ‡‡‡ ‡‡‡
PB Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.25 1.01 2.27 2.90 ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
EV/Sales
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (24.91) 4.06 23.86 20.69 — — —
EV/FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (3.58) 182.55 108.66 167.94 ‡‡‡ ‡‡‡ ‡‡‡
Op' Cash Flow
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (1.82) (7.81) (12.13) (13.13) ‡‡‡‡‡ ‡‡‡‡‡ —
Capex
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (5.40) 174.75 96.54 154.81 — — —
FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 183.61 226.30 348.47 485.33 — — —
Working Cap'
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2.32 1.44 — — — — —
Total Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (114.19) (277.57) (358.39) (475.53) — — —
Net Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 297.21 345.03 483.07 640.77 — — —
Sh' Equity
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2.96% 8.75% 17.83% 17.74% — — —
ROA
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2.47% 57.93% 89.62% 82.40% — — —
ROIC
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 4.59% 16.98% 36.19% 32.17% — — —
ROE
predictions in italic, sparklines do not include predictions

Analyst Commentary (Summary)

Powell Industries (POWL) has evolved from a cyclical oil & gas survivor into an electrification powerhouse, capitalizing on AI data center booms and renewable infrastructure. Revenue surged 45% to $1.01 billion in 2024, with gross margins expanding 28% relatively to 27.0% and ROE hitting an elite 36.2%. The stock rocketed from $50 highs in 2019 to over $400 by 2025, tracking EBT margins tripling to 19.4% and FCF per share at $12.83 projected for 2025, fueled by hyperscaler contracts and U.S. policy tailwinds like the Inflation Reduction Act.

A fortress balance sheet amplifies this—net cash at $475 million (negative debt), ROIC at 82.4%, and book value per share up 32% to $53.12—supports growth without dilution. Yet, aggressive insider selling (> $12 million in 2025-2026, zero buys) and elevated valuations (forward PE 20x 2025/36x 2026, PS 3.3x) signal caution, with the stock near analyst highs implying modest downside per consensus.

Analysts project 14% revenue CAGR through 2028 to $1.51 billion, EPS to $21.56, and PE compression to 27x, but risks like backlog digestion and hyperscaler capex pauses loom. Powell’s unmatched sector scaling positions it for outperformance on dips, balancing premium multiples against durable 17-18% ROA/ROE.

Read full commentary →

Powell Industries, Inc. (POWL) Latest News

News by impact score

Fine-tune

17 Sep

3 , 2:50 PM
Powell Industries reported Q2 earnings, prompting buy, sell or hold analysis for POWL stock based on results and outlook. Q2 earnings results and related analysis can moderately shift POWL financial performance views and investor positioning.

5 Sep

3 , 6:12 AM
Powell Industries (POWL) may be 46% undervalued after its Midwest IDEAS Conference appearance. Conference-linked valuation claim could moderately shift short-term investor views on POWL.

26 Aug

4 247wallst.com, 5:43 PM
Powell Industries is held by an $11 billion ETF that owns companies supplying wiring for America’s $68 billion data center buildout. ETF ownership links POWL directly to major data-center infrastructure spending that can drive revenue growth.

4 www.marketbeat.com, 10:03 AM
Powell Industries projects record revenue on expanding data center order backlog. Data center backlog supports record revenue and materially lifts future performance outlook.

14 Aug

4 247wallst.com, 10:14 AM
A $10 billion ETF holds positions in companies providing electrical infrastructure for the $68 billion US data center expansion, including Powell Industries. Powell Industries gains direct exposure to surging data center buildout spending through ETF ownership.

11 Aug

3 , 5:33 PM
Powell Industries' Q2 earnings call drew five key analyst questions on operational performance, margins, growth outlook and competitive positioning. Q2 earnings questions reflect moderate investor scrutiny on performance metrics without signaling major strategic shifts.

10 Aug

4 transcript www.fool.com, 9:46 PM
Powell Industries Q3 2026 earnings call transcript covers financial results, operations, and management commentary on performance. Earnings results and forward guidance from the call can materially shift valuation and investor positioning.

5 Aug

4 , 10:00 AM
Powell Industries reported record orders during its Q3 earnings call while expanding capacity to meet demand. Record orders combined with capacity expansion point to major revenue growth and strengthened market position.

4 , 6:09 AM
Powell Industries reports record orders and backlog surge while declaring a dividend, driving a 13.4% stock increase. Record orders and backlog surge signal major positive developments likely to boost future revenue and market position.

4 Aug

4 , 10:48 PM
Powell Industries achieves record orders that push backlog past $2 billion, prompting questions on whether the stock remains undervalued. Backlog exceeding $2 billion signals substantial future revenue growth and improved market positioning for Powell Industries.

4 transcript , 7:01 PM
Powell Industries reported record orders and backlog during its Q3 2026 earnings call. Record orders and backlog indicate substantially higher future revenue visibility.

3 www.marketbeat.com, 1:04 PM
Powell Industries, Inc. released Q3 earnings call highlights covering financial results and operational updates. Quarterly earnings highlights disclose performance metrics that shape near-term investor sentiment and valuation without indicating major strategic shifts.

3 , 11:57 AM
Powell Industries missed Q3 earnings and revenue estimates. Q3 earnings and revenue misses likely to pressure near-term stock performance and sentiment.

3 transcript app.moby.co, 8:30 AM
Powell Industries, Inc. held its Q3 2026 earnings call to review quarterly results, operations, and forward guidance. Earnings calls deliver financial updates and outlook that moderately shape near-term investor sentiment and valuation.

3 Aug

3 , 5:06 PM
Powell Industries missed Q2 CY2026 revenue estimates, causing its stock to drop 14.2%. Quarterly revenue miss triggers immediate stock decline but leaves core operations and long-term trajectory intact.

3 , 4:05 PM
Powell Industries announced its third quarter fiscal 2026 financial results. Quarterly results disclosure can shift investor views on performance and outlook.

2 Aug

3 , 2:04 AM
Powell Industries (POWL) Q2 earnings expectations center on analyst forecasts for revenue, EPS, and key operational metrics ahead of the release. Preview of quarterly earnings can influence near-term stock sentiment and trading activity but rarely shifts long-term company trajectory.

29 Jul

3 , 11:18 AM
Powell Industries, Inc. (POWL) prepares to release Q3 earnings, drawing focus on expected revenue, EPS, and market response. Upcoming earnings release can sway short-term stock movement based on results versus forecasts.

2 Jul

3 , 1:48 PM
Powell Industries gains from electric utility market strength but questions persist on whether momentum will continue. Electric utility market gains affect Powell performance with limited long-term trajectory shift.

30 Jun

4 , 6:06 AM
Powell Industries (POWL) joins the Russell 1000 index as its investor base shifts. Russell 1000 inclusion drives index-fund inflows and raises institutional visibility for POWL.

5 Jun

4 Simply Wall St., 7:14 AM
Powell Industries sees surging orders that test its earnings power and margin durability. Order surge directly challenges earnings power and margin durability at Powell Industries.

27 May

3 Zacks, 1:08 PM
Powell Industries faces margin risks from higher costs, prompting questions on future profitability and strategic responses. Rising costs threaten Powell Industries profit margins and may influence financial performance.

25 May

3 Zacks, 11:11 AM
Powell Industries evaluates growth investments to determine if they will generate sustained long-term value for shareholders. Discussion of growth investments may moderately shape financial outlook and investor views without confirming major trajectory shifts.

22 May

4 Simply Wall St., 4:22 AM
Powell Industries backlog surges after securing major data center and utility project wins. Mega contract wins in data centers and utilities drive large backlog growth and strengthen future revenue outlook.

19 May

3 Zacks, 12:02 PM
Powell Industries benefits from electric utility sector strength boosting performance. Outlook depends on whether this momentum sustains amid market conditions. Electric utility gains support Powell near-term results but do not guarantee lasting shifts in trajectory or competitive standing.

15 May

3 Zacks, 12:10 PM
Powell Industries (POWL) stock surged 52.3% over three months, sparking debate on buying now amid high valuation or waiting for a dip. 52.3% three-month stock gain signals strong momentum with moderate influence on investor sentiment and near-term performance trajectory.

14 May

4 Insider Monkey, 9:05 AM
Powell Industries (POWL) stock rallied amid robust momentum in orders and backlog. Robust orders and backlog signal strong future revenue pipeline, significantly boosting stock performance and company trajectory.

4 Simply Wall St., 3:13 AM
Powell Industries (POWL) lands record AI data center order amid surging utility demand, triggering valuation review. Record AI data center order and strong utility demand position POWL for substantial revenue growth and enhanced market valuation.

13 May

4 Insider Monkey, 12:07 PM
Powell Industries (POWL) has surged as a direct investment in AI's power crisis, supplying critical electrical infrastructure like switchgear and e-houses for massive data center expansions amid surging electricity demands. POWL's pivot to AI data center power solutions capitalizes on trillion-dollar infrastructure needs, boosting revenue and stock trajectory significantly.

12 May

4 Zacks, 12:50 PM
Powell Industries' diversification efforts into new markets and products are showing early signs of traction, potentially boosting revenue streams beyond traditional electrical power distribution equipment amid rising demand in data centers and electrification. Diversification gaining traction represents a major strategic shift that could significantly enhance revenue diversification and competitive positioning in high-growth sectors.
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