Powell Industries, Inc. designs, develops, manufactures, sells, and services custom-designed equipment and systems for the distribution, control, and monitoring of electrical power. The company is headquartered in Houston, Texas.
| Revenue (TTM) | $1.16B |
| Gross Profit (TTM) | $348.18M |
| EBITDA | $236.22M |
| Operating Margin | 20.50% |
| Return on Equity | 28.20% |
| Return on Assets | 11.60% |
| Revenue/Share (TTM) | $31.84 |
| Book Value | $20.76 |
| Price-to-Book | 10.28 |
| Price-to-Sales (TTM) | 6.88 |
| EV/Revenue | 6.17 |
| EV/EBITDA | 30.25 |
| Quarterly Earnings Growth (YoY) | 7.60% |
| Quarterly Revenue Growth (YoY) | 8.90% |
| Shares Outstanding | $36.43M |
| Float | $28.83M |
| % Insiders | 20.63% |
| % Institutions | 93.53% |
Volatility is currently contracting
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Decelerating growth pains have negated Powell's growing backlog and richer margins, with the expensive P/E of 40x also contributing to its mixed investment thesis. Capacity expansion is underway, with management targeting over 20% YoY growth by FY2026 as they evaluate a new facility for further upside from H2'27 onwards. FQ4'26 is unlikely to enjoy a similar new order profile as that of FQ3'26, as POWL hints at smaller pipelines along the sub-$100M to $200M ranges.
Powell Industries' record orders lifted backlog to $2.4B, driving a capacity push as data center, utility and energy demand stays robust.
Powell Industries posted strong order intake, with a record $2.4B backlog and $934M in new orders, including a $400M data center project. Despite robust demand, POWL trades at 28x 2027 earnings, which is not cheap for a project-driven industrial; I rate the stock Hold at $189. Execution risk is elevated: future growth depends on timely capacity expansion, margin preservation above 28%, and continued data center order momentum.
Powell Industries, Inc. (POWL) Q3 2026 Earnings Call Transcript
Powell Industries NASDAQ: POWL reported record third-quarter order bookings and a backlog that surpassed $2 billion for the first time in its 79-year history, as demand remained strong across data centers, electric utilities, LNG and other industrial markets.
POWL's fiscal Q3 earnings and revenues miss estimates, even as record orders and a $2.4 billion backlog strengthen its outlook.
HOUSTON, Aug. 03, 2026 (GLOBE NEWSWIRE) -- Powell Industries, Inc. (NASDAQ: POWL), a leading supplier of custom engineered solutions for the management, control and distribution of electrical energy, today announced that its Board of Directors has declared a quarterly cash dividend on the Company's common stock of $0.09 per share. The dividend is payable on September 16, 2026, to shareholders of record at the close of business on August 19, 2026.
HOUSTON, Aug. 03, 2026 (GLOBE NEWSWIRE) -- Powell Industries, Inc. (NASDAQ: POWL) (“Powell” or the “Company”), a leading supplier of custom-engineered solutions for the management, control and distribution of electrical energy, today announced results for the third quarter Fiscal 2026 ended June 30, 2026. All comparisons are to the third quarter of Fiscal 2025, unless otherwise noted.
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