Powell Industries (POWL) Stock Overview
Designs, develops, manufactures, sells, and services custom-engineered equipment and systems. More details
| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 4/6 |
| Past Performance | 4/6 |
| Financial Health | 6/6 |
| Dividends | 0/6 |
POWL Community Fair Values
Create NarrativeSee what 94 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Powell Industries, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$197.67 |
| 52 Week High | US$328.00 |
| 52 Week Low | US$83.85 |
| Beta | 1.22 |
| 1 Month Change | -14.87% |
| 3 Month Change | -32.30% |
| 1 Year Change | 129.53% |
| 3 Year Change | 604.45% |
| 5 Year Change | 2,231.93% |
| Change since IPO | 14,725.25% |
Recent News & Updates
Narrative Update • Aug 20
POWL: Index Reclassification And Stronger Assumptions Will Support Future Upside Potential
Analysts have reduced their price target on Powell Industries from $252 to $235, citing updated assumptions for revenue growth, profit margins, and a lower future P/E multiple. What’s in the News for Powell Industries Powell Industries was dropped from the Russell 2000 Index.Analysis Article • Aug 07
Powell Industries, Inc. (NASDAQ:POWL) Just Released Its Third-Quarter Earnings: Here's What Analysts Think
Powell Industries, Inc. ( NASDAQ:POWL ) came out with its third-quarter results last week, and we wanted to see how the...
Narrative Update • Aug 06
POWL: Record Q3 Orders And Backlog Strength Will Support Further Share Price Upside
Analysts have trimmed their fair value estimate for Powell Industries to $333 from $360, reflecting slightly lower assumptions for revenue growth and future P/E, along with a marginally higher projected profit margin. What’s in the News for Powell Industries Powell Industries reported record new orders of US$934 million in Q3 fiscal 2026, supported by ongoing demand across its core markets.Seeking Alpha • Aug 05
Powell Industries: The Price Drop Makes It More Attractive
Summary 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. Revenue acceleration, stable margins, and recurring large orders are critical for POWL to justify its current valuation and unlock attractive long-term returns. Read the full article on Seeking AlphaRecent updates
Narrative Update • Aug 20
POWL: Index Reclassification And Stronger Assumptions Will Support Future Upside Potential
Analysts have reduced their price target on Powell Industries from $252 to $235, citing updated assumptions for revenue growth, profit margins, and a lower future P/E multiple. What’s in the News for Powell Industries Powell Industries was dropped from the Russell 2000 Index.Analysis Article • Aug 07
Powell Industries, Inc. (NASDAQ:POWL) Just Released Its Third-Quarter Earnings: Here's What Analysts Think
Powell Industries, Inc. ( NASDAQ:POWL ) came out with its third-quarter results last week, and we wanted to see how the...Narrative Update • Aug 06
POWL: Record Q3 Orders And Backlog Strength Will Support Further Share Price Upside
Analysts have trimmed their fair value estimate for Powell Industries to $333 from $360, reflecting slightly lower assumptions for revenue growth and future P/E, along with a marginally higher projected profit margin. What’s in the News for Powell Industries Powell Industries reported record new orders of US$934 million in Q3 fiscal 2026, supported by ongoing demand across its core markets.Seeking Alpha • Aug 05
Powell Industries: The Price Drop Makes It More Attractive
Summary 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. Revenue acceleration, stable margins, and recurring large orders are critical for POWL to justify its current valuation and unlock attractive long-term returns. Read the full article on Seeking AlphaNarrative Update • Jul 10
POWL: Future Contract Backlog And Valuation Risks Will Shape Share Performance
Analysts have raised their price target for Powell Industries from $224.78 to $252.00, citing updated assumptions for revenue growth, profit margins, and a higher future P/E multiple that align with recent Street research. Analyst Commentary Recent Street research on Powell Industries has centered on updated targets and assumptions around revenue, margins, and the P/E multiple, but not all commentary has been uniformly optimistic.Narrative Update • Jun 26
POWL: Raised Future P E Multiple Could Support Further Share Price Upside
Analysts have raised their Powell Industries price target from $350 to $360, citing updated assumptions for revenue growth, profit margins, and a higher future P/E multiple supported by recent bullish research from major firms. Analyst Commentary on Powell Industries Recent Street research on Powell Industries points to increasingly constructive sentiment, with several bullish analysts highlighting the stock as a way to gain exposure to potential revenue growth, profit margin strength, and a rerating in the P/E multiple.Analysis Article • Jan 17
Powell Industries, Inc.'s (NASDAQ:POWL) 32% Share Price Surge Not Quite Adding Up
Powell Industries, Inc. ( NASDAQ:POWL ) shareholders have had their patience rewarded with a 32% share price jump in...
Narrative Update • Nov 08
POWL: Discount Rate Increase Will Pressure Future Earnings Performance
Analysts have maintained their price target for Powell Industries at $269.26. They cite stable revenue growth and profit margin forecasts, despite a slight uptick in the discount rate and future price-to-earnings expectation.Analysis Article • Oct 28
Powell Industries, Inc.'s (NASDAQ:POWL) 29% Share Price Surge Not Quite Adding Up
Despite an already strong run, Powell Industries, Inc. ( NASDAQ:POWL ) shares have been powering on, with a gain of 29...Narrative Update • Oct 24
Capacity Expansion Will Drive Margin Pressure Amid Overextended Expectations
Analysts have minimally adjusted their price target for Powell Industries and are maintaining it at $269.26, citing stable expectations for the company's growth and profitability. What's in the News Powell Industries, Inc.Narrative Update • Oct 10
Overpriced Market Assumptions Will Trigger Margin Reversal
Analysts have raised their price target for Powell Industries from $245.93 to $269.26, citing modest improvements in projected revenue growth, profit margin expectations, and forward P/E ratios as key factors driving their updated outlook. What's in the News Powell Industries has announced a $12.4 million investment to expand production capacity at its Jacintoport manufacturing facility in Houston (Key Developments).Seeking Alpha • Apr 15
Powell Industries: Valuation At Multi-Year Lows (Upgrade To Buy)
Summary Data center projects have weakened, but Powell's largest segments (Oil & Gas, petrochemicals, electric utility) show strong growth, making it less dependent on data centers. Trump's tariffs have minimal impact on Powell due to its "under one roof" philosophy and domestic sourcing, ensuring stable sales and margins. Powell Industries' stock has fallen 20% since my previous coverage, but no fundamental changes justify the drop; hence, I upgrade POWL to a Buy. Read the full article on Seeking AlphaSeeking Alpha • Mar 12
Powell Industries: How The Company Became My Largest Position
Summary Powell Industries is upgraded to a strong buy due to market overreaction, solid Q1 performance, and a robust financial position with zero debt. Q1 revenues increased by 24.4% y/y, driven by strong demand in Oil & Gas and Electric Utility sectors, despite slight margin contractions. The company's diversification across sectors, strong cash position, and positive outlook for 2025 support long-term growth potential. Conservative valuation estimates show significant upside, with intrinsic values ranging from $201 to $242 per share, even with margin deterioration. Read the full article on Seeking AlphaSeeking Alpha • Feb 25
Testing The Short Thesis Of Powell Industries
Summary POWL's stock is speculative due to uncertainties in capturing data center capex and potential market glut post-2029, despite promising short-term revenue. The stock's intrinsic value is estimated at $140-$160, assuming steady growth in data center and utilities capex capture, and normalized oil & gas revenues. Risks include fierce competition, cyclicality in the data center segment, and high cash-intensive working capital requirements, limiting growth potential. Read the full article on Seeking AlphaSeeking Alpha • Feb 10
Powell Industries: Growth Prospects Remain Intact
Summary Powell Industries has strong growth potential due to demand for electrical power systems in data centers, AI, cloud computing, and oil & gas sectors. Q1 2025 showed a revenue increase of 24% YoY, with EPS beating expectations, though gross margins were seasonally lower. This didn't delight the market, which seems like an overreaction. Risks include potential overestimation of growth and over-investment in manufacturing capacity, but overall, Powell remains well-positioned for future growth. Read the full article on Seeking AlphaSeeking Alpha • Jan 12
Powell Industries: A Buying Opportunity Amid Slowing Growth Concerns, As Fundamentals Remains Strong
Summary Powell Industries experienced nearly 32% revenue increase in Q4 FY24, with strong growth in petrochemical and commercial sectors but slower Utility and, oil and gas revenue. Demand environment remain favorable across core industrial end market, which along with backlog should support near term topline growth despite slowdown in certain end markets. Margin look favorable with continued focus on productivity and cost reduction initiatives. Promising long term outlook and an attractive valuation followed by the recent stock price decline make it a decent buy for long term. Read the full article on Seeking AlphaSeeking Alpha • Jan 02
Powell Industries: If You Want A New Year Gift, Don't Miss This One
Summary Powell Industries plays a critical role in the AI value chain, focusing on electrical infrastructure solutions. If you consider electricity infra as the critical limiting factor and not chips, then you will likely appreciate POWL's thesis. Powell has exposure across the value chain and is diversified among several industry verticals. Data center revenue is gaining traction, and the $2T AI infra buildout should help accelerate this segment. I explain why the market has presented investors with a "glorious" gift to start 2025, given the 40% decline in POWL since November. Don't miss it. Read the full article on Seeking AlphaShareholder Returns
| POWL | US Electrical | US Market | |
|---|---|---|---|
| 7D | -9.6% | -8.6% | -1.2% |
| 1Y | 129.5% | 41.7% | 18.3% |
Return vs Industry: POWL exceeded the US Electrical industry which returned 41.7% over the past year.
Return vs Market: POWL exceeded the US Market which returned 18.3% over the past year.
Price Volatility
| POWL volatility | |
|---|---|
| POWL Average Weekly Movement | 9.8% |
| Electrical Industry Average Movement | 13.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
Stable Share Price: POWL has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: POWL's weekly volatility (10%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1947 | 3,143 | Brett Cope | www.powellind.com |
Powell Industries, Inc., together with its subsidiaries, designs, develops, manufactures, sells, and services custom-engineered equipment and systems. The company’s products portfolio includes integrated power control room substations, custom-engineered modules, and electrical houses; and traditional and arc-resistant distribution switchgears and control gears, medium-voltage circuit breakers, monitoring and control communications systems, motor control centers, switches, and bus duct systems. It also provides field service inspection, installation, commissioning, modification, and repair services; spare parts; retrofit and retrofill components for existing systems; and replacement circuit breakers for switchgears.
Powell Industries, Inc. Fundamentals Summary
| POWL fundamental statistics | |
|---|---|
| Market cap | US$7.20b |
| Earnings (TTM) | US$190.86m |
| Revenue (TTM) | US$1.16b |
37.7x
P/E Ratio6.2x
P/S RatioIs POWL overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| POWL income statement (TTM) | |
|---|---|
| Revenue | US$1.16b |
| Cost of Revenue | US$809.34m |
| Gross Profit | US$348.18m |
| Other Expenses | US$157.32m |
| Earnings | US$190.86m |
Last Reported Earnings
Jun 30, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 5.24 |
| Gross Margin | 30.08% |
| Net Profit Margin | 16.49% |
| Debt/Equity Ratio | 0% |
How did POWL perform over the long term?
See historical performance and comparisonDividends
0.2%
Current Dividend Yield7%
Payout RatioDoes POWL pay a reliable dividends?
See POWL dividend history and benchmarks| Powell Industries dividend dates | |
|---|---|
| Ex Dividend Date | Aug 19 2026 |
| Dividend Pay Date | Sep 16 2026 |
| Days until Ex dividend | 5 days |
| Days until Dividend pay date | 23 days |
Does POWL pay a reliable dividends?
See POWL dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/08/24 03:33 |
| End of Day Share Price | 2026/08/21 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2025/09/30 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Powell Industries, Inc. is covered by 8 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Manish Somaiya | Cantor Fitzgerald & Co. |
| Jonathan Tanwanteng | CJS Securities, Inc. |
| Brent Thielman | D.A. Davidson & Co. |