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Powell Industries, Inc. (DE:PW2)
NASDAQ:PW2

Powell Industries (PW2) Price & Analysis

2 Followers

PW2 Stock Chart & Stats

€198.80
-€22.80(-9.44%)
At close: 4:00 PM EST
€198.80
-€22.80(-9.44%)

Bulls Say, Bears Say

Bulls Say
Conservative Balance SheetPowell's extremely low leverage and materially increased equity provide durable financial flexibility. Minimal debt reduces refinancing and interest-rate risk, enabling the company to self-fund capacity buildouts, support large program timing mismatches, and pursue opportunistic M&A without stressing liquidity.
Strong Cash GenerationSustained operating and free cash flow that closely tracks earnings indicates high earnings quality and repeatable cash conversion. This underpins dividends, disciplined capex, and potential reinvestment to scale fabrication capacity, while cushioning against project-cycle volatility over multiple years.
Robust Backlog & Mega AwardsRecord orders and a $1.8B backlog, capped by a >$400M multi-year data-center award, deliver multi-year revenue visibility and reduce near-term sales uncertainty. Large, engineered programs strengthen pricing leverage and support higher margins if execution capacity is managed, enhancing durable top-line growth.
Bears Say
Lumpy Project-driven ResultsPowell's engineered-to-order model inherently produces uneven revenue and cash flows as large project awards and timing drive results. This structural lumpiness complicates forecasting, can compress margins in weaker cycles, and raises execution risk if several large projects overlap or delay.
Capacity And Supply ConstraintsManagement-cited limits on people, shop capacity and supply-chain execution can constrain the ability to scale for mega programs. If capacity investments lag award burn rates, delivery delays or higher subcontract/costs could erode margins and slow the conversion of backlog to profitable revenue over the medium term.
End-market Concentration RiskSignificant exposure to cyclical end markets like petrochemicals creates revenue sensitivity to sector downturns, as shown by a 37% YoY decline. Even with diversification into data centers and utilities, persistent softness in core industrial markets or commodity-driven capex cuts could materially swing multi-year results.

Powell Industries News

PW2 FAQ

What was Powell Industries, Inc.’s price range in the past 12 months?
Powell Industries, Inc. lowest stock price was €57.67 and its highest was €272.70 in the past 12 months.
    What is Powell Industries, Inc.’s market cap?
    Powell Industries, Inc.’s market cap is €7.85B.
      When is Powell Industries, Inc.’s upcoming earnings report date?
      Powell Industries, Inc.’s upcoming earnings report date is Aug 04, 2026 which is in 28 days.
        How were Powell Industries, Inc.’s earnings last quarter?
        Powell Industries, Inc. released its earnings results on May 04, 2026. The company reported €1.094 earnings per share for the quarter, missing the consensus estimate of €1.191 by -€0.097.
          Is Powell Industries, Inc. overvalued?
          According to Wall Street analysts Powell Industries, Inc.’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Powell Industries, Inc. pay dividends?
            Powell Industries, Inc. does not currently pay dividends.
            What is Powell Industries, Inc.’s EPS estimate?
            Powell Industries, Inc.’s EPS estimate is 1.29.
              How many shares outstanding does Powell Industries, Inc. have?
              Powell Industries, Inc. has 36,431,650 shares outstanding.
                What happened to Powell Industries, Inc.’s price movement after its last earnings report?
                Powell Industries, Inc. reported an EPS of €1.094 in its last earnings report, missing expectations of €1.191. Following the earnings report the stock price went up 9.241%.
                  Which hedge fund is a major shareholder of Powell Industries, Inc.?
                  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, Inc.

                    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

                    Q2 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    Overall the call was decidedly positive. The company delivered steady revenue growth (+6% YoY), materially stronger order intake ($490M in Q2, nearly double YoY) and a substantially larger backlog (+33% YoY to $1.8B), capped by a post-quarter $400M+ mega data center award (largest in company history). Profitability and cash generation remain solid (gross margin 29.6%, operating cash flow $51M, cash $545M, no debt). Key negatives include a sharp decline in petrochemical revenue (-37% YoY), a small YoY dip in net income and EPS, rising SG&A as investments are made, and capacity/supply-chain and talent constraints that could limit the pace of scaling for very large programs. On balance, the positives materially outweigh the negatives given record orders, backlog growth, diversification, and a strong balance sheet.View all DE:PW2 earnings summaries

                    PW2 Stock 12 Month Forecast

                    Average Price Target

                    €292.27
                    ▲(47.02% Upside)
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