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Powell Industries, Inc. (POWL)
NASDAQ:POWL
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Powell Industries (POWL) Price & Analysis

1,094 Followers

POWL Stock Chart & Stats

$241.01
-$9.04(-3.81%)
At close: 4:00 PM EST
$241.01
-$9.04(-3.81%)

Bulls Say, Bears Say

Bulls Say
Conservative Balance SheetPowell's exceptionally conservative balance sheet and large cash position provide durable financial flexibility to fund capacity builds, M&A, or weather project timing shocks without relying on external debt. This reduces refinancing risk and supports multiyear execution of large programs.
Record Orders & BacklogA sizable, growing backlog and sustained book-to-bill above 1 provide multi-year revenue visibility, allowing management to plan capacity and staffing. This structural order momentum underpins durable revenue growth and reduces short-term demand dependence for 2–3+ year project cycles.
Strong Profitability & Cash GenerationMaterial margin improvement and high free cash conversion reflect higher-quality earnings and operational leverage. Consistent cash generation supports dividends, modest capex for capacity, and prudent reinvestment, enabling sustainable shareholder returns and self-funded growth initiatives.
Bears Say
Cyclicality / LumpinessPowell's project-based model drives significant timing volatility in revenue, margins and cash flow. Historic negative operating cash in earlier years shows swings can be material; this makes forecasting, working-capital management and steady capacity utilization harder over 2–6 months and across cycles.
Capacity & Execution ConstraintsManagement-identified limits on people, supply chain and scheduling are structural growth bottlenecks. Persistent execution constraints can delay revenue recognition on large awards, raise costs, and force higher SG&A or capex to scale—reducing the effective pace at which backlog converts to earnings.
End-Market Concentration RiskSignificant exposure to cyclical industrial end markets like petrochemical and oil & gas creates downside sensitivity when those sectors weaken. A large YoY drop in petrochemical sales shows that end-market swings can materially impact revenue and utilization despite diversification into data centers and utilities.

Powell Industries News

POWL FAQ

What was Powell Industries, Inc.’s price range in the past 12 months?
Powell Industries, Inc. lowest stock price was $56.70 and its highest was $328.00 in the past 12 months.
    What is Powell Industries, Inc.’s market cap?
    Powell Industries, Inc.’s market cap is $10.83B.
      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 43 days.
        How were Powell Industries, Inc.’s earnings last quarter?
        Powell Industries, Inc. released its earnings results on May 04, 2026. The company reported $1.25 earnings per share for the quarter, missing the consensus estimate of $1.361 by -$0.111.
          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. pays a Quarterly dividend of $0.09 which represents an annual dividend yield of 0.32%. See more information on Powell Industries, Inc. dividends here
              What is Powell Industries, Inc.’s EPS estimate?
              Powell Industries, Inc.’s EPS estimate is 1.47.
                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 $1.25 in its last earnings report, missing expectations of $1.361. Following the earnings report the stock price went up 9.164%.
                    Which hedge fund is a major shareholder of Powell Industries, Inc.?
                    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, 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 (POWL) Earnings & Revenues

                      POWL Company Deck

                      POWL 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 POWL earnings summaries

                      POWL Stock 12 Month Forecast

                      Average Price Target

                      $310.57
                      ▲(28.86% Upside)
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                      Ownership Overview

                      7.91%5.33%6.46%53.51%
                      6.46% Other Institutional Investors
                      53.51% Public Companies and Individual Investors

                      Options Prices

                      Currently, No data available
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