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Powell Industries (DE:PW2)
FRANKFURT:PW2

Powell Industries (PW2) Price & Analysis

2 Followers

PW2 Stock Chart & Stats

€166.25
-€20.85(-11.14%)
At close: 4:00 PM EDT
€166.25
-€20.85(-11.14%)

Bulls Say, Bears Say

Bulls Say
Record Orders And BacklogExceptional order intake and record backlog provide substantial revenue visibility beyond the current quarter. A 3.0x book-to-bill indicates demand is outpacing shipments, supporting multi-period growth if execution remains effective.
Strong Margins And Cash GenerationSustained margins above 30% and strong cash conversion show that growth is translating into earnings and liquidity rather than relying solely on backlog expansion. This supports reinvestment, resilience and funding for future capacity.
Debt-free Balance SheetA debt-free balance sheet with substantial liquidity gives Powell flexibility to expand facilities, manage project working capital and withstand cyclical demand changes. Minimal leverage also limits interest burden and reduces financial risk during execution.
Bears Say
Slowing Revenue GrowthAlthough the latest quarter grew, TTM growth has slowed materially from earlier expansion. This raises the risk that earnings momentum will moderate unless record backlog converts efficiently and capacity investments generate the expected incremental revenue.
Lumpy Backlog ConversionThe long-cycle, project-based model creates timing risk even when demand is strong. With less than 60% of backlog expected within a year, shipment schedules, customer milestones and engineering execution can produce uneven revenue and cash flow.
End-market And Operating PressuresWeakness in petrochemicals highlights exposure to cyclical industrial spending, while copper, aluminum and steel inflation can pressure margins. Facility expansion may also increase labor and overhead costs before new capacity is fully utilized.

Powell Industries News

PW2 FAQ

What was Powell Industries’s price range in the past 12 months?
Powell Industries lowest stock price was €69.00 and its highest was €272.70 in the past 12 months.
    What is Powell Industries’s market cap?
    Powell Industries’s market cap is €6.18B.
      When is Powell Industries’s upcoming earnings report date?
      Powell Industries’s upcoming earnings report date is Dec 08, 2026 which is in 108 days.
        How were Powell Industries’s earnings last quarter?
        Powell Industries released its earnings results on Aug 03, 2026. The company reported €1.215 earnings per share for the quarter, missing the consensus estimate of €1.257 by -€0.042.
          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 1.33.
              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 €1.215 in its last earnings report, missing expectations of €1.257. 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

                    €279.55
                    ▲(68.15% Upside)
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