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Powell Industries (POWL)
NASDAQ:POWL
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Powell Industries (POWL) Price & Analysis

1,166 Followers

POWL Stock Chart & Stats

$192.55
-$17.99(-7.75%)
At close: 4:00 PM EDT
$192.55
-$17.99(-7.75%)

Bulls Say, Bears Say

Bulls Say
Record Orders And BacklogRecord orders and an all-time-high backlog provide substantial multi-period revenue visibility. Strong book-to-bill indicates demand is replenishing delivered work, supporting continued scale across data center, utility, LNG and industrial projects.
Strong Margins And Cash GenerationSustained gross margins above 30% alongside strong operating cash flow show that Powell is converting project demand into profitable growth. This supports internal investment, cushions execution volatility and indicates improved earnings quality.
Debt-free Balance Sheet And Capacity ExpansionA debt-free balance sheet with substantial liquidity gives Powell flexibility to fund equipment, facilities and potential greenfield capacity without relying heavily on external financing. Expansion should improve its ability to serve the enlarged backlog.
Bears Say
Decelerating Revenue GrowthPowell has achieved a major multi-year expansion, but current growth has slowed materially from earlier gains. A lower growth rate raises dependence on new project awards, successful capacity utilization and continued strength in major infrastructure markets.
Petrochemical And International ExposureWeakness in petrochemicals and Canada demonstrates exposure to cyclical industrial spending and regional conditions. Even with new awards entering backlog, prolonged softness in these markets could create uneven demand and constrain mix or utilization.
Lumpy Execution And Expansion CostsThe project-based model creates timing risk because a large backlog does not translate evenly into near-term revenue. New facilities may also raise labor, SG&A and commodity costs before utilization improves, putting pressure on margins and cash conversion.

Powell Industries News

POWL FAQ

What was Powell Industries’s price range in the past 12 months?
Powell Industries lowest stock price was $83.85 and its highest was $328.00 in the past 12 months.
    What is Powell Industries’s market cap?
    Powell Industries’s market cap is $6.66B.
      When is Powell Industries’s upcoming earnings report date?
      Powell Industries’s upcoming earnings report date is Dec 08, 2026 which is in 98 days.
        How were Powell Industries’s earnings last quarter?
        Powell Industries released its earnings results on Aug 03, 2026. The company reported $1.42 earnings per share for the quarter, missing the consensus estimate of $1.469 by -$0.049.
          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 pays a Quarterly dividend of $0.09 which represents an annual dividend yield of 0.2%. See more information on Powell Industries dividends here
              What is Powell Industries’s EPS estimate?
              Powell Industries’s EPS estimate is 1.57.
                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 $1.42 in its last earnings report, missing expectations of $1.469. Following the earnings report the stock price went down -3.796%.
                    Which hedge fund is a major shareholder of Powell Industries?
                    Currently, no hedge funds are holding shares in POWL
                    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 (POWL) Earnings & Revenues

                      POWL Company Deck

                      POWL 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 POWL earnings summaries

                      POWL Stock 12 Month Forecast

                      Average Price Target

                      $323.64
                      ▲(68.08% Upside)
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                      Ownership Overview

                      8.00%8.02%15.87%40.65%
                      15.87% Other Institutional Investors
                      40.65% Public Companies and Individual Investors
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