POWL

Powell Industries, Inc. (NASDAQ:POWL) is among the Best AI Power Grid Stocks. On May 5, Powell Industries, Inc. (NASDAQ:POWL) reported that its board declared a quarterly cash dividend of $0.09 per share payable on June 17, 2026, to shareholders as of May 20, 2026. Looking ahead, Powell Industries, Inc. (NASDAQ:POWL)’s market conditions across its core businesses remain favorable. The firm is constantly investing in data center growth, AI capacity, and power infrastructure as drivers of demand in its commercial and electric utility markets. The corporation also expects sustained activity in LNG, gas pipeline, and gas-to-chemical markets backed by the competitive position of US exporters. Chief Financial Officer Michael Metcalf said year-to-date financial growth solidifies confidence in delivering another year of solid fiscal 2026 performance. He pointed out that backlog composition helps margins be consistent with the prior year. Accelerating backlog growth justifies further manufacturing capacity investments aided by commercial visibility. Powell Industries, Inc. (NASDAQ:POWL) and its subsidiaries design, develop, manufacture, sell, and service custom-engineered equipment and systems. While we acknowledge the potential of POWL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 33 Stocks That Should Double in 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy. Disclosure: None. Follow Insider Monkey on Google News.

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Powell Industries (NasdaqGS:POWL) reported strong order growth in Q2 2026. New orders nearly doubled year over year, according to the company. Electric utility and industrial customers were the main drivers of the new orders. Powell Industries focuses on equipment and systems that help manage and distribute electrical power, so demand from utilities and industrial customers can be a key indicator of how its core markets are developing. When orders rise from these segments, it often reflects spending on power infrastructure, grid reliability, and industrial projects that rely on stable electrical systems. For investors, a sharp pickup in orders and a growing backlog can be an important signal to watch, because it relates directly to the volume of work the company may seek to convert into revenue over time. Investors can also track how efficiently Powell Industries turns this order growth into delivered projects, cash flow, and disciplined capital allocation. Stay updated on the most important news stories for Powell Industries by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Powell Industries. 2 things going right for Powell Industries that this headline doesn't cover. The near doubling of new orders in Q2 2026 points to solid demand for Powell Industries’ switchgear and power-management systems from electric utilities and industrial customers. For you as an investor, this matters because utilities tend to operate on long planning cycles, so stronger order activity can signal multi-year spending on grid reliability and substation upgrades. Industrial orders can also reflect project pipelines in sectors that depend on dependable power, such as energy, processing, and large manufacturing. However, the quarter also came with adjusted earnings of US$1.25 per share and revenue that both missed expectations, despite revenue growing 6% year over year, so strong order intake did not immediately translate into outperformance against forecasts. The order strength from utilities and industrials aligns with the narrative that electrification and grid-modernization projects are supporting Powell Industries’ growth opportunities and expanding its addressable market. The earnings miss and commenta...

It has been about a month since the last earnings report for Powell Industries (POWL). Shares have added about 1.5% in that time frame, underperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is Powell Industries due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important catalysts. Powell Industries’ second-quarter fiscal 2026 (ended March 2026) adjusted earnings of $1.25 per share missed the Zacks Consensus Estimate of $1.35. The bottom line decreased 1% year over year.Powell Industries’ total revenues of $297 million missed the consensus estimate of $298 million. However, the top line increased 6% year over year. The year-over-year increase was primarily attributable to strength in the electric utility and oil & gas markets. In the fiscal second quarter, revenues from the electric utility sector increased 14% year over year. The oil & gas sector’s revenues increased 11%. Revenues from the commercial & other industrial sector increased 35% while the petrochemical sector declined 37%, respectively, on a year-over-year basis.In the fiscal second quarter, new orders totaled $490 million compared with $249 million in the year-ago quarter. The increase was driven by robust order activity in the electric utility, commercial and other industrial sectors. Exiting the quarter, its backlog totaled $1.8 billion, up 12% on a sequential and 33% on a year-over-year basis. In the fiscal second quarter, Powell Industries’ cost of sales increased 6.9% year over year to $208.7 million. Gross profit increased 5.4% year over year to $87.9 million while the margin decreased 30 basis points (bps) to 29.6%. Selling, general and administrative expenses were $25.8 million, up 18.7% year over year.Operating income decreased 2.3% year over year to $57.6 million. The operating margin was 19.4%, down 170 bps year over year. Exiting the second quarter of fiscal 2026, Powell Industries had cash equivalents and short-term investments of $544.9 million compared with $475.5 million at the end of fiscal 2025 (ended September 2025). Current liabilities were $447.3 million compared with $446.4 million at the end of fiscal 2025.Stockholders’ equity totaled $709.1 million. In the first six months of f...

Powell’s first quarter results sparked a positive market reaction, with the company’s backlog growth and robust order activity offsetting headline misses on revenue and non-GAAP profitability. Management attributed the quarter’s performance to elevated order volumes across core end markets, particularly from large-scale data center and electric utility projects. CEO Brett Cope emphasized that the business benefited from a balanced mix of small and mega projects, highlighting improved project execution as a key driver. Additionally, new orders nearly doubled year over year, underscoring ongoing momentum in commercial and industrial segments. Is now the time to buy POWL? Find out in our full research report (it’s free). Revenue: $296.6 million vs analyst estimates of $299.1 million (6.5% year-on-year growth, 0.8% miss) Adjusted EPS: $1.25 vs analyst expectations of $1.36 (8.3% miss) Adjusted EBITDA: $59.32 million vs analyst estimates of $62.9 million (20% margin, 5.7% miss) Operating Margin: 19.4%, down from 21.1% in the same quarter last year Backlog: $1.8 billion at quarter end, up 38.5% year on year Market Capitalization: $11.27 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Tomo Sano (JPMorgan): Asked about Q3 order outlook and cost management, particularly with SG&A and R&D. CEO Brett Cope highlighted continued strong activity and described targeted investments in engineering and service, while CFO Michael Metcalf said SG&A will remain in the upper single digits as a percentage of revenue. Chip Moore (Truist): Inquired about the $400 million data center order’s execution timeline and margin implications. Cope explained the order’s two-year execution window and noted opportunities for margin improvement as product-centric models scale across divisions. Manish Mahawar (Wolfe Research): Questioned Powell’s pricing power given robust demand. Cope acknowledged incremental pricing gains and indicated that efficiency improvements are expected to yield further pricing benefits. Alex Rygiel (Texas Capital): Asked about the breadth of sales efforts in the data center segment. Cope described the expansion of both...

Shareholders will be ecstatic, with their stake up 26% over the past week following Powell Industries, Inc.'s (NASDAQ:POWL) latest second-quarter results. It looks like the results were a bit of a negative overall. While revenues of US$297m were in line with analyst predictions, statutory earnings were less than expected, missing estimates by 6.9% to hit US$1.25 per share. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. So we collected the latest post-earnings statutory consensus estimates to see what could be in store for next year. We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free. Taking into account the latest results, the consensus forecast from Powell Industries' five analysts is for revenues of US$1.20b in 2026. This reflects a modest 5.8% improvement in revenue compared to the last 12 months. Statutory earnings per share are predicted to increase 6.9% to US$5.49. Yet prior to the latest earnings, the analysts had been anticipated revenues of US$1.20b and earnings per share (EPS) of US$5.53 in 2026. So it's pretty clear that, although the analysts have updated their estimates, there's been no major change in expectations for the business following the latest results. See our latest analysis for Powell Industries The consensus price target rose 34% to US$276despite there being no meaningful change to earnings estimates. It could be that the analystsare reflecting the predictability of Powell Industries' earnings by assigning a price premium. Fixating on a single price target can be unwise though, since the consensus target is effectively the average of analyst price targets. As a result, some investors like to look at the range of estimates to see if there are any diverging opinions on the company's valuation. There are some variant perceptions on Powell Industries, with the most bullish analyst valuing it at US$360 and the most bearish at US$160 per share. Note the wide gap in analyst price targets? This implies to us that there is a fairly broad range of possible scenarios for the underlying business. One way to get more context on these forecasts is to look at how they compare to both past performance, and how othe...

Powell booked $490 million of new orders in Q2 (nearly $1 billion in H1) with a book-to-bill of 1.7x, pushing backlog to $1.8 billion—up 12% sequentially and 33% year‑over‑year, providing visibility into fiscal 2028. Post-quarter the company secured a record greenfield data center “mega” award in excess of $400 million, the largest project in Powell’s history, covering initial behind‑the‑meter work of a couple gigawatts across multiple phases and expected to run through fiscal 2028. Q2 revenue was $297 million (+6% y/y) with net income of $45.9 million; Powell generated $51 million in operating cash flow, held $545 million in cash and short‑term investments with no debt, and completed a three‑for‑one forward stock split. Interested in Powell Industries, Inc.? Here are five stocks we like better. 3 Small-Cap Leaders Poised for Significant Growth Powell Industries (NASDAQ:POWL) reported fiscal 2026 second-quarter results showing continued order momentum and a growing backlog, driven by activity across liquefied natural gas, electric utilities, and data center-related demand. Chairman and CEO Brett Cope said the company delivered “another solid quarter of operational efficiency and order growth,” with activity levels “healthy” across end markets and “notable strength” in LNG projects, utility distribution and generation work, and data center projects. → Roblox Stock Slides to New Low as Safety Changes Weigh on Outlook 3 Electrical Gear Makers: Hidden Gems Amid Growing Digitization Powell booked $490 million of new orders in the quarter, bringing first-half new awards to “nearly $1 billion,” Cope said. CFO Mike Metcalf noted the second-quarter orders were “nearly double” the level from the same period a year ago. The quarter included two “mega” projects, each exceeding $75 million: A large electric utility generation facility in the Eastern U.S., which Metcalf said was the largest utility order the company has ever recorded. Medium-voltage distribution equipment for a data center in the Central U.S. Metcalf said the book-to-bill ratio was 1.7x for both the second quarter and the first half of fiscal 2026. Backlog rose to $1.8 billion, which Cope said was 12% higher than the prior quarter and 33% higher than a year earlier—providing “visibility well into our fiscal 2028.” → The Real SpaceX Play: 5 Chip Stocks Powering the IPO Before It Launches Management also br...

Image source: The Motley Fool. Tuesday, May 5, 2026 at 11 a.m. ET Chairman and Chief Executive Officer — Brett A. Cope Chief Financial Officer — Michael W. Metcalf Director, Investor Relations — Ryan Coleman Need a quote from a Motley Fool analyst? Email [email protected] Ryan Coleman: Thank you, and good morning, everyone. Thank you for joining us for Powell Industries, Inc. conference call today to review fiscal year 2026 second quarter results. With me on the call are Brett A. Cope, Powell Industries, Inc. Chairman and CEO, and Michael W. Metcalf, Powell Industries, Inc. CFO. There will be a replay of today's call, and it will be available via webcast by going to the company's website, powellind.com; a telephonic replay will be available until May 12, 2026. The information on how to access the replay was provided in yesterday's earnings release. Please note that the information reported on this call speaks only as of today, May 5, 2026, and, therefore, you are advised that any time-sensitive information may no longer be accurate at the time of replay listening or transcript reading. This conference call includes certain statements, including statements related to the company's expectations of its future operating results, that may be considered forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Investors are cautioned that such forward-looking statements involve risks and uncertainties, and that actual results may differ materially from those projected in these forward-looking statements. These risks and uncertainties include, but are not limited to, competition and competitive pressures, sensitivity to general economic and industry conditions, international political and economic risks, availability and price of raw materials, and execution of business strategies. For more information, please refer to the company's filings with the Securities and Exchange Commission. With that, I will turn the call over to Brett. Brett A. Cope: Thank you, Ryan, and good morning, everyone. Thank you for joining us today to review Powell Industries, Inc.’s fiscal 2026 second quarter results. I will make a few comments and then turn the call over to Mike for more financial commentary before we take your questions. The Powell Industries, Inc. team delivered another solid quarter of operational efficiency and order growth, as the...

Powell Industries, Inc.’s POWL second-quarter fiscal 2026 (ended March 2026) adjusted earnings of $1.25 per share missed the Zacks Consensus Estimate of $1.35. The bottom line decreased 1% year over year. Powell Industries’ total revenues of $297 million missed the consensus estimate of $298 million. However, the top line increased 6% year over year. The year-over-year increase was primarily attributable to strength in the electric utility and oil & gas markets. In the fiscal second quarter, revenues from the electric utility sector increased 14% year over year. The oil & gas sector’s revenues increased 11%. Revenues from the commercial & other industrial sector increased 35% while the petrochemical sector declined 37%, respectively, on a year-over-year basis. In the fiscal second quarter, new orders totaled $490 million compared with $249 million in the year-ago quarter. The increase was driven by robust order activity in the electric utility, commercial and other industrial sectors. Exiting the quarter, its backlog totaled $1.8 billion, up 12% on a sequential and 33% on a year-over-year basis. Powell Industries, Inc. price-consensus-eps-surprise-chart | Powell Industries, Inc. Quote In the fiscal second quarter, Powell Industries’ cost of sales increased 6.9% year over year to $208.7 million. Gross profit increased 5.4% year over year to $87.9 million while the margin decreased 30 basis points (bps) to 29.6%. Selling, general and administrative expenses were $25.8 million, up 18.7% year over year. Operating income decreased 2.3% year over year to $57.6 million. The operating margin was 19.4%, down 170 bps year over year. Exiting the second quarter of fiscal 2026, Powell Industries had cash equivalents and short-term investments of $544.9 million compared with $475.5 million at the end of fiscal 2025 (ended September 2025). Current liabilities were $447.3 million compared with $446.4 million at the end of fiscal 2025. Stockholders’ equity totaled $709.1 million. In the first six months of fiscal 2026, capital expenditure totaled $3.9 million, down 38.4% year over year. In the same period, the company used $6.51 million for distributing dividends, up 1.6% on a year-over-year basis. Given Powell Industries’ robust backlog, solid liquidity and a strong balance sheet, it looks forward to witnessing solid revenues and earnings in fiscal 2026 (ending September 20...

HOUSTON, May 05, 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 June 17, 2026, to shareholders of record at the close of business on May 20, 2026. Powell Industries, Inc., headquartered in Houston, Texas, develops, designs, manufactures and services custom-engineered equipment and systems that distribute, control and monitor the flow of electrical energy and provide protection to motors, transformers and other electrically powered equipment. Powell Industries, Inc. primarily serves the oil and gas and petrochemical markets, the electric utility market, and commercial and other industrial markets. Beyond these major markets, we also provide products and services to the light rail traction power market and other markets that include universities and government entities. We are continuously developing new channels to electrical markets through original equipment manufacturers and distribution market channels. For more information, please visit powellind.com.

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Performance was driven by strong operational efficiency and healthy activity across core end markets, specifically LNG, electric utility distribution, and data centers. The company secured a record-breaking $400 million-plus mega project for a greenfield data center, marking the largest award in its history and validating its multidivisional execution strategy. Diversification into electric utilities and commercial sectors is successfully reducing historical cyclicality, providing visibility into fiscal 2028 with a $1.8 billion backlog. Management attributes margin strength to solid project execution and favorable closeouts, which provided a 90 basis point tailwind in the current quarter. Strategic positioning is shifting toward 'behind-the-meter' data center designs, which involve higher complexity in power generation and distribution that fits Powell's engineering strengths. The oil and gas outlook remains robust, supported by a multiyear buildout of U.S. LNG export capacity driven by international demand for supply diversification. A new strategic focus on government and defense work aims to capture secular growth and recurring revenue profiles that complement the existing services franchise. Management is evaluating a $70 million to $100 million capital investment for a 250,000 to 300,000 square foot greenfield facility to meet long-term demand. A short-term capacity bridge is being considered via a 50,000 square foot leased facility and an $8 million investment in metal fabrication equipment to accelerate production. The $400 million data center award is expected to have a two to two-and-a-half-year burn rate, contributing to revenue through fiscal 2028. R&D expenses are projected to remain between 1% and 1.5% of revenue as the company ramps up organic initiatives to commercialize new products. Guidance for the back half of 2026 assumes sustained commercial activity and the ability to leverage volume across the global manufacturing footprint. The company effected a three-for-one forward stock split on April 2, 2026, with all per-share amounts retroactively adjusted. Supply chain and talent acquisition remain the primary constraints to further accelerating growth, despite proactive engagement with partners. A presidential determination under the Defense Production Act designating switchgear as essential to national defense may provide federal capital for...

HOUSTON (AP) — HOUSTON (AP) — Powell Industries Inc. (POWL) on Monday reported fiscal second-quarter net income of $45.9 million. On a per-share basis, the Houston-based company said it had profit of $1.25. The results fell short of Wall Street expectations. The average estimate of three analysts surveyed by Zacks Investment Research was for earnings of $1.34 per share. The energy equipment company posted revenue of $296.6 million in the period, which also missed Street forecasts. Three analysts surveyed by Zacks expected $298.2 million. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on POWL at https://www.zacks.com/ap/POWL