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Powell Industries, Inc.

NASDAQ•POWL
CEO: Mr. Brett A. Cope
Sector: Industrials
Industry: Electrical Equipment & Parts
Listing Date: 1980-03-17
Powell Industries, Inc., together with its subsidiaries, designs, develops, manufactures, sells, and services custom-engineered equipment and systems. The company's principal products include integrated power control room substations, custom-engineered modules, electrical houses, medium-voltage circuit breakers, monitoring and control communications systems, motor control centers, switches, and bus duct systems, as well as traditional and arc-resistant distribution switchgears and control gears. Its products have application in voltages ranging from 480 volts to 38,000 volts. The company also provide field service inspection, installation, commissioning, modification and repair, spare parts, retrofit and retrofill components for existing systems, and replacement circuit breakers for switchgear. It serves onshore and offshore production, liquefied natural gas facilities and terminals, pipelines, refineries, and petrochemical plants, as well as electric utility, light rail traction power, mining and metals, pulp and paper, data centers and other municipal, commercial, and industrial markets. The company has operations in the United States, Canada, the Middle East, Africa, Europe, Mexico, and Central and South America. Powell Industries, Inc. was founded in 1947 and is headquartered in Houston, Texas.
Contact Information
8550 Mosley Road, Houston, TX, 77075-1180, United States
713-944-6900
www.powellind.com
Market Cap
$8.37B
P/E (TTM)
44.5
54.2
Dividend Yield
0.2%
52W High
$237.79
52W Low
$51.49
52W Range
96%
Rank26Top 13.0%
5.5
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Average • 5.5 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2016-2025

Financial Dashboard

Q1 2026 Data

Revenue

$251.18M+4.04%
4-Quarter Trend

EPS

$1.14+18.34%
4-Quarter Trend

FCF

$41.61M+0.00%
4-Quarter Trend

2026 Q1 Earnings Highlights

Key Highlights

Revenue and Profit Surge Quarterly revenues increased 4% to $251.2M USD; Gross Profit surged 20% to $71.4M USD, margin hit 28%.
Net Income Growth Net income rose 19% to $41.4M USD; diluted EPS improved to $3.40 USD per share for the quarter.
Strong Cash Generation Operating cash flow provided $43.6M USD, up 18% from prior period driven by improved earnings performance.
Backlog Expansion Total order backlog grew 14% sequentially to $1.6B USD, supported by strong commercial and oil/gas bookings.

Risk Factors

Market Cyclicality Risk Business highly subject to cyclical end markets; performance results may face adverse effects from global volatility.
Fixed-Price Contract Loss Failure to adequately project costs risks losses on fixed-price contracts, potentially impacting future operating results.
Supply Chain Cost Pressure Inflation and supply chain uncertainty increase raw material costs, potentially squeezing margins on long-term contracts.
Backlog Reliability Concern Backlog is subject to unexpected adjustments, cancellations, and scope reductions, potentially unreliable indicator of future earnings.

Outlook

Capital Deployment Strategy Prioritizing working capital needs, funding R&D, organic growth, and evaluating strategic inorganic opportunities as they arise.
Dividend Increase Declared Board approved quarterly dividend increase to $0.27 USD per share, representing $1.08 USD annualized rate.
Market Diversification Focus Continuing focus on electric utility growth while expanding into hydrogen and alternative fuel markets for diversification.
Liquidity Position Strong Cash, equivalents, and investments total $500.8M USD, sufficient to support operations and growth for next twelve months.

Peer Comparison

Revenue (TTM)

ALK stock ticker logoALK
$14.24B
+21.3%
MMS stock ticker logoMMS
$5.37B
-0.2%
BCO stock ticker logoBCO
$5.26B
+5.0%

Gross Margin (Latest Quarter)

ALK stock ticker logoALK
94.3%
+72.5pp
OMAB stock ticker logoOMAB
87.2%
+3.5pp
HAYW stock ticker logoHAYW
45.8%
+3.4pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
POWL$8.37B44.530.6%0.1%
ENS$7.16B22.916.6%29.1%
ECG$6.56B32.537.1%6.1%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
-3.4%
Flat Growth
4Q Net Income CAGR
-3.7%
Stable Profitability
Cash Flow Stability
100%
Strong Cash Flow

Deep Research

Next earnings:May 4, 2026
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