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Powell Industries (DE:PW2)
XETRA:PW2

Powell Industries (PW2) Price & Analysis

2 Followers

PW2 Stock Chart & Stats

€149.15
-€20.85(-11.14%)
At close: 4:00 PM EDT
€149.15
-€20.85(-11.14%)

Bulls Say, Bears Say

Bulls Say
Record Orders And BacklogRecord orders and an all-time-high backlog provide substantial forward demand for Powell’s engineered electrical systems. The strong book-to-bill ratio and backlog growth improve revenue visibility, support capacity utilization, and create a durable foundation for continued performance over the next several quarters.
Strong Balance Sheet And Cash GenerationPowell’s near-debt-free balance sheet and strong free cash flow give it meaningful financial flexibility. High liquidity can fund capacity expansion, product development, and customer programs internally, while low leverage reduces financial risk if project timing or industrial demand becomes less favorable.
Capacity And Product ExpansionCapacity additions and the integrated Remsdaq product portfolio expand Powell’s ability to serve larger and more complex projects. Increased production space can support backlog conversion, while higher-content automation products may broaden offerings and improve the company’s position in growing commercial and data center applications.
Bears Say
Petrochemical WeaknessThe sharp petrochemical revenue decline shows that an important served market remains vulnerable to sector-specific project timing and demand conditions. Although new awards support backlog, sustained weakness in this end market could make revenue mix, utilization, and earnings more dependent on commercial, utility, LNG, and other projects.
Lumpy Backlog ConversionPowell’s project-based model creates a meaningful gap between contracted backlog and near-term revenue recognition. With only roughly half of backlog expected to convert within a year, quarterly sales and cash flow may remain uneven, and execution or customer timing can delay the earnings benefit of strong order intake.
Expansion Cost And Labor PressureRapid capacity expansion can temporarily weigh on operating efficiency before new facilities reach productive scale. Labor tightness may raise staffing costs or constrain execution, while facility start-up spending increases SG&A, creating a risk that near-term margins lag the longer-term revenue opportunity from the enlarged footprint.

Powell Industries News

PW2 FAQ

What was Powell Industries’s price range in the past 12 months?
Powell Industries lowest stock price was €81.53 and its highest was €272.70 in the past 12 months.
    What is Powell Industries’s market cap?
    Powell Industries’s market cap is €6.37B.
      When is Powell Industries’s upcoming earnings report date?
      Powell Industries’s upcoming earnings report date is Dec 08, 2026 which is in 63 days.
        How were Powell Industries’s earnings last quarter?
        Powell Industries released its earnings results on Aug 03, 2026. The company reported €1.266 earnings per share for the quarter, missing the consensus estimate of €1.309 by -€0.044.
          Is Powell Industries overvalued?
          According to Wall Street analysts Powell Industries’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Powell Industries pay dividends?
            Powell Industries does not currently pay dividends.
            What is Powell Industries’s EPS estimate?
            Powell Industries’s EPS estimate is 1.4.
              How many shares outstanding does Powell Industries have?
              Powell Industries has 36,432,564 shares outstanding.
                What happened to Powell Industries’s price movement after its last earnings report?
                Powell Industries reported an EPS of €1.266 in its last earnings report, missing expectations of €1.309. Following the earnings report the stock price went down -7.403%.
                  Which hedge fund is a major shareholder of Powell Industries?
                  Currently, no hedge funds are holding shares in DE:PW2
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Powell Industries

                    Powell Industries, Inc., operating with its subsidiaries, specializes in the comprehensive design, development, manufacturing, sales, and maintenance of customized electrical apparatus and systems. These advanced solutions are engineered to efficiently manage the distribution, regulation, and oversight of electrical energy. Their product line is extensive, including integrated power control room substations, tailor-made modular components, electrical enclosures, medium-voltage circuit breakers, communications systems for monitoring and control, motor control centers, and bus duct systems. They also provide both standard and arc-resistant switchgear and control gear for power distribution. These systems are adept at operating across a wide voltage range, from 480 volts to 38,000 volts, and find critical applications in numerous heavy industrial environments. Such sectors include oil and gas refining, both onshore and offshore oil and gas production, petrochemical processing, liquefied natural gas (LNG) terminals, pipeline and terminal infrastructure, mining and metals, light rail traction power, electric utilities, and the pulp and paper industry. In addition to their core products, the company offers a variety of crucial support services. These encompass providing spare parts, conducting field service inspections, handling installation and commissioning, undertaking modifications and repairs, supplying retrofit and retrofill components for existing systems, and offering replacement circuit breakers for switchgear. Founded in 1947 and based in Houston, Texas, Powell Industries, Inc. boasts a global operational presence, extending across the United States, Canada, Mexico, Central and South America, Europe, the Middle East, and Africa.

                    Powell Industries (PW2) Earnings & Revenues

                    PW2 Company Deck

                    PW2 Earnings Call

                    Q3 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call emphasized strong commercial momentum and financial strength: record quarterly new orders ($934M), an all-time high backlog (~$2.4B), 9% revenue growth, healthy margins (30.6%), strong operating cash generation (~$100M) and a debt-free balance sheet with ~$634M in cash. Management is investing to expand capacity (leases, yard expansion, potential greenfield) and is integrating acquisitions (Remsdaq) to capture higher-content projects. Near-term challenges include a large YoY decline in petrochemical revenue (‑49%), some international softness (Canada), the lumpy nature of project revenues with only ~54% of backlog converting in the next 12 months, moderate commodity inflation, and potential labor and SG&A pressure during facility stand-up. On balance, the positives — record orders, backlog growth, margin stability, cash generation and strategic capacity moves — materially outweigh the manageable near-term headwinds.View all DE:PW2 earnings summaries

                    PW2 Stock 12 Month Forecast

                    Average Price Target

                    €285.80
                    ▲(91.62% Upside)
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<span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 2,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 0, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":109.704,"date":1761955200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 2,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 0, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":91.488,"date":1764547200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n          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2,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 2, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":145.489,"date":1772323200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 3,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 4, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":155.548,"date":1775001600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 4,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 2, \t&nbsp;</span>\n   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