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

1,160 Followers

POWL Stock Chart & Stats

$232.21
-$17.99(-7.75%)
At close: 4:00 PM EDT
$232.21
-$17.99(-7.75%)

Bulls Say, Bears Say

Bulls Say
Very Conservative Balance Sheet / Minimal LeverageNear-zero leverage and a materially expanded equity base provide durable financial optionality: the company can fund organic capacity expansion, potential M&A, and cyclical drawdowns from internal cash without levering up. This reduces solvency risk and supports long-term capital allocation flexibility.
Strong And Improving Cash GenerationConsistent high-quality cash generation that closely tracks earnings supports dividends, capex for capacity buildout, and strategic investments while limiting financing needs. Robust OCF and FCF underpin financial resilience and the ability to execute multi-year projects and absorb working-capital volatility.
Record Orders And Large Backlog Provide Multi‑quarter VisibilityAn all-time high backlog and strong book-to-bill create durable revenue runway and justify ongoing capacity investment. High-quality order intake, including several large awards, supports sustained equipment and services demand across end markets and mitigates short-term revenue cyclicality over the next 2–4 quarters.
Bears Say
Lumpy, Project-driven Revenue Conversion RiskA large portion of backlog converts multi‑year, which makes near-term revenue and margin pacing volatile. This execution/timing risk can produce quarter-to-quarter swings in cash flow and profitability, complicating forecasting and leaving results sensitive to project delays or re-sequencing.
End-market Cyclicality—petrochemical WeaknessConcentration in cyclical industrial end markets (petrochemical/oil & gas) exposes revenue and backlog to commodity-driven investment cycles. A meaningful decline in a single vertical can depress near-term revenue and margins even if other segments remain healthy, increasing earnings volatility.
Capacity Expansion May Pressure Margins And SG&ARapid footprint growth and standing up new yards and leased facilities raise near-term fixed costs, hiring demands, and integration challenges. Labour tightness and pre‑revenue facility costs can compress margins and raise SG&A until utilization ramps, creating transitional profitability drag despite long-term revenue upside.

Powell Industries News

POWL FAQ

What was Powell Industries’s price range in the past 12 months?
Powell Industries lowest stock price was $78.50 and its highest was $328.00 in the past 12 months.
    What is Powell Industries’s market cap?
    Powell Industries’s market cap is $7.97B.
      When is Powell Industries’s upcoming earnings report date?
      Powell Industries’s upcoming earnings report date is Dec 08, 2026 which is in 111 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 0.18%. See more information on Powell Industries dividends here
              What is Powell Industries’s EPS estimate?
              Powell Industries’s EPS estimate is 1.56.
                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
                      ▲(39.37% Upside)
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                      Ownership Overview

                      8.03%8.02%15.84%40.69%
                      15.84% Other Institutional Investors
                      40.69% Public Companies and Individual Investors
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