Zacks Investment Research·2d ago
Powell Industries (POWL) Suffers a Larger Drop Than the General Market: Key InsightsIn the latest trading session, Powell Industries (POWL) closed at $125.06, marking a -12.61% move from the previous day.
Powell Industries is capitalizing on a structural upcycle in electrification and grid modernization, evidenced by record quarterly orders of $934M and a 3.0x book-to-bill in 2026Q3.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue grew 8.9% YoY in 2026Q3 to $311.7M, with gross margin expanding to 30.6% from 24.6% in 2024Q2, driving operating margin to 20.6% and net income up 8.3% YoY.
Powell Industries reported $1.1B revenue, $1.4B backlog, $476M cash, zero debt, and 29.4% gross margins in FY2025.
POWL designs and manufactures complete electrical power infrastructure, including vacuum circuit breakers and Power Control Rooms, from a single facility.
The company specializes in connectors and IoT solutions for harsh environments, positioning it as a premier industry resource.
Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 3, 2026 | $1.42-3.4% vs $1.47 | $312M-1.6% vs $317M |
Q2 2026 May 4, 2026 | $1.25-6.7% vs $1.34 | $297M-0.5% vs $298M |
Q1 2026 Feb 3, 2026 | $1.13+18.9% vs $0.95 | $251M-2.1% vs $256M |
Q4 2025 Nov 18, 2025 | $1.41-55.2% vs $3.15 | $298M+2.2% vs $292M |
In the latest trading session, Powell Industries (POWL) closed at $125.06, marking a -12.61% move from the previous day.
HOUSTON, Nov. 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 December 16, 2026, to shareholders of record at the close of business on November 18, 2026.
HOUSTON, Nov. 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 it will release results for the fiscal fourth quarter and year ended September 30, 2026 on Monday, November 16, 2026 after the market closes. In conjunction with the release, Powell Industries has scheduled a conference call, which will be broadcast live within the Investor Relations section of the Company's website, on Tuesday, November 17, 2026 at 11:00 a.m.
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.
Benchmark POWL against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Powell Industries, Inc. (POWL)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $133.12 | $4.85B | 25.50 | 9.08% | 16.49% | 27.51% | 0.26% | |
| $429.45 | $22.69B | 25.09 | 3.84% | 13.78% | 23.14% | 1.25% | |
| $19.40 | $4.22B | 7.00 | 10.52% | 5.58% | 14.7% | 1.21% | |
| $106.22 | $17.18B | 25.70 | 29.51% | 12.8% | 17.35% | 0.75% | |
| $341.72 | $132.69B | 34.15 | 10.33% | 12.19% | 19.34% | 1.22% | |
| $323.24 | $335.38B | 36.97 | 18.48% | 17.31% | 50% | 0.42% |
Powell Industries, Inc. (POWL) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Powell Industries, Inc. (POWL) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 3, 2026·SEC
Jul 6, 2026·SEC
May 5, 2026·SEC
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Powell Industries, Inc. (POWL) stock FAQ — growth, dividends, profitability & financials explained
Powell Industries, Inc. (POWL) reported $1.16B in revenue over the trailing twelve months. Revenue was $1.10B in fiscal year 2025. That is 549% more than the $170.1M of fiscal year 1996.
Powell Industries, Inc. (POWL) grew revenue by 7.0% over the trailing twelve months, compared with the twelve months before.
Yes. Powell Industries, Inc. (POWL) earned $190.9M in net income over the trailing twelve months (a 16.5% net margin).
Yes. Powell Industries, Inc. (POWL) pays a dividend that yields 0.26% at the current price, a small yield.
Powell Industries, Inc. (POWL) had a return on equity (ROE) of 27.5% over the trailing twelve months. That is well above the market's typical 10-15%.
Powell Industries, Inc. (POWL) generated $244.0M in free cash flow over the trailing twelve months.
