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 | 9.25 |
| Price-to-Sales (TTM) | 5.97 |
| EV/Revenue | 5.49 |
| EV/EBITDA | 26.93 |
| Quarterly Earnings Growth (YoY) | 7.60% |
| Quarterly Revenue Growth (YoY) | 8.90% |
| Shares Outstanding | $36.43M |
| Float | $28.92M |
| % Insiders | 20.61% |
| % Institutions | 93.39% |
Volatility is currently contracting
Powell Industries (POWL) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
Recently, Zacks.com users have been paying close attention to Powell Industries (POWL). This makes it worthwhile to examine what the stock has in store.
POWL is riding strong utility and industrial demand, record orders and a $2.4B backlog while expanding capacity to support growth.
Powell Industries NASDAQ: POWL said it is on track to surpass the more than $1 billion in revenue it generated last year, supported by demand for medium-voltage electrical equipment from data centers, utilities and industrial customers.
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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
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