The earnings call highlighted Powell Industries' strong operational performance with record EPS, significant order activity, and strategic acquisitions. However, the company faced challenges with flat revenue growth, a decline in domestic revenues, and increased SG&A expenses. Despite these challenges, the positive highlights, such as gross margin improvement and large contract wins, indicate a solid performance overall.

Company Guidance

During the Powell Industries earnings call for the third quarter of fiscal year 2025, several key metrics and achievements were highlighted. The company reported a gross margin of 30.7%, which was 230 basis points higher than the previous year, with gross profit dollars growing by 8% despite flat revenue. Net income for the quarter was $48 million, translating to $3.96 per diluted share, marking a 4% increase from the prior year and a record quarterly EPS for the company. Order activity was robust, with a book-to-bill ratio of 1.3x and a sequential backlog growth of 7%, resulting in a total backlog of $1.4 billion. New orders totaled $362 million, reflecting a 2% increase from the same period last year. Additionally, the company secured several significant projects, including a $60 million order for a new power generation facility and two large orders in the oil and gas market with a combined value of over $80 million. Powell also announced the acquisition of Remsdaq Limited, enhancing its electrical automation platform. The call emphasized strong operational performance and strategic initiatives, with a positive outlook across all end markets.

Record Quarterly EPS

Powell Industries recorded net income of $48 million in the quarter, or $3.96 per diluted share, which was 4% higher than the prior year and a record quarterly EPS for the company.

Strong Gross Margin Improvement

Gross profit dollars grew 8% despite flat revenue, leading to a gross margin of 30.7%, which was 230 basis points higher than the prior year.

Significant Order Activity

The company saw meaningful acceleration in order activity with a book-to-bill ratio of 1.3x and sequential backlog growth of 7% to a total of $1.4 billion.

Large Contract Wins in Electric Utility and Oil & Gas Markets

Powell booked a $60 million order in the electric utility market for a new power generation facility and two large orders for custom power control room modules in the oil and gas market totaling over $80 million.

Strategic Acquisition of Remsdaq Limited

Powell announced an agreement to acquire Remsdaq Limited, enhancing its electrical automation platform and expanding its market reach.

Powell Industries (POWL) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

POWL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Dec 09, 2025	2025 (Q4)	3.78 / -	3.77	―	―	―
Aug 05, 2025	2025 (Q3)	3.83 / 3.96	3.79	4.49% (+0.17)	―
May 06, 2025	2025 (Q2)	3.44 / 3.81	2.75	38.55% (+1.06)	―
Feb 06, 2025	2025 (Q1)	2.61 / 2.86	1.98	44.44% (+0.88)	―
Nov 19, 2024	2024 (Q4)	3.55 / 3.77	2.17	73.73% (+1.60)	―
Jul 30, 2024	2024 (Q3)	2.16 / 3.79	1.52	149.34% (+2.27)	―
Apr 30, 2024	2024 (Q2)	1.77 / 2.75	0.7	292.86% (+2.05)	―
Jan 30, 2024	2024 (Q1)	0.84 / 1.98	0.1	1880.00% (+1.88)	―
Dec 05, 2023	2023 (Q4)	1.21 / 2.17	0.73	197.26% (+1.44)	―
Aug 01, 2023	2023 (Q3)	0.66 / 1.52	0.76	100.00% (+0.76)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

POWL Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 05, 2025	$235.99	$227.60	-3.56%
May 06, 2025	$189.69	$174.44	-8.04%
Feb 06, 2025	$243.91	$227.96	-6.54%
Nov 19, 2024	$310.95	$260.82	-16.12%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Powell Industries (POWL) report earnings?

Powell Industries (POWL) is schdueled to report earning on Dec 09, 2025, After Close (Confirmed).

What is Powell Industries (POWL) earnings time?

Powell Industries (POWL) earnings time is at Dec 09, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is POWL EPS forecast?

POWL EPS forecast for the fiscal quarter 2025 (Q4) is 3.78.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing