Powell Industries, Inc. (POWL) Presents at 17th Annual Midwest IDEAS Conference Transcript
Powell Industries, Inc. (POWL) Presents at 17th Annual Midwest IDEAS Conference Transcript
POWL - Powell Industries, Inc.
Price:
--
--
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CONSENSUS:
Hold
DETAILS
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PRICE TARGET:
$284.00
DETAILS
HIGH:
$333.00
LOW:
$235.00
MEDIAN:
$284.00
CONSENSUS:
$284.00
UPSIDE:
47.49%
Stock News
Powell Industries Eyes Record Revenue as Data Center Backlog Powers 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.
BlackRock Inc. Buys Shares of 3,608,659 Powell Industries, Inc. $POWL
BlackRock Inc. bought a new stake in shares of Powell Industries, Inc. (NASDAQ: POWL) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 3,608,659 shares of the industrial products company's stock, valued at approximately $1,033,376,000. BlackRock Inc. owned 9.91% of
Abacus FCF Advisors LLC Acquires New Holdings in Powell Industries, Inc. $POWL
Abacus FCF Advisors LLC purchased a new stake in Powell Industries, Inc. (NASDAQ: POWL) in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 26,037 shares of the industrial products company's stock, valued at approximately $7,456,000. Abacus FCF Advisors LLC owned 0.07%
This $10 Billion ETF Owns the Companies Wiring America's $68 Billion Data Center Boom
The First Trust RBA American Industrial Renaissance ETF (NYSEARCA:AIRR) has quietly become one of the purest public-market proxies for the AI data center buildout.
Powell Industries: Bull Trap Over - AI/Utility-Driven Growth At Hefty Price
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 Q3 Earnings Call Highlights
Powell Industries (NASDAQ: POWL) reported record third-quarter order bookings and a backlog that surpassed $2 billion for the first time in its 79-year history, as demand remained strong across data centers, electric utilities, LNG and other industrial markets. For the fiscal third quarter ended June 30, Powell reported revenue of $312 million, up 9% from $286
POWL Q3 Earnings Call Highlights Record Orders and Capacity Push
Powell Industries' record orders lifted backlog to $2.4B, driving a capacity push as data center, utility and energy demand stays robust.
Powell Industries: The Price Drop Makes It More Attractive
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
Powell Industries, Inc. (POWL) Q3 2026 Earnings Call Transcript
Powell Industries Q3 Earnings Call Highlights
Powell Industries NASDAQ: POWL reported record third-quarter order bookings and a backlog that surpassed $2 billion for the first time in its 79-year history, as demand remained strong across data centers, electric utilities, LNG and other industrial markets.
Powell Industries Q3 Earnings & Revenues Miss Estimates
POWL's fiscal Q3 earnings and revenues miss estimates, even as record orders and a $2.4 billion backlog strengthen its outlook.
Powell Industries Posts Downbeat Q3 Results, Joins Clearpoint Neuro, Ichor Holdings And Other Big Stocks Moving Lower In Tuesday's Pre-Market Session
U.S. stock futures were higher this morning, with the Nasdaq 100 futures gaining around 150 points on Tuesday.
Powell Industries (POWL) Misses Q3 Earnings and Revenue Estimates
Powell Industries (POWL) came out with quarterly earnings of $1.42 per share, missing the Zacks Consensus Estimate of $1.49 per share. This compares to earnings of $1.32 per share a year ago.
Powell Industries Declares Quarterly Cash Dividend
HOUSTON, Aug. 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 September 16, 2026, to shareholders of record at the close of business on August 19, 2026.
Powell Industries Announces Third Quarter Fiscal 2026 Results
HOUSTON, Aug. 03, 2026 (GLOBE NEWSWIRE) -- Powell Industries, Inc. (NASDAQ: POWL) (“Powell” or the “Company”), a leading supplier of custom-engineered solutions for the management, control and distribution of electrical energy, today announced results for the third quarter Fiscal 2026 ended June 30, 2026. All comparisons are to the third quarter of Fiscal 2025, unless otherwise noted.
Brokers Suggest Investing in Powell Industries (POWL): Read This Before Placing a Bet
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
Powell Industries Gears Up to Report Q3 Earnings: What's in the Cards?
POWL heads into Q3 earnings with expectations for double-digit growth, supported by a strong backlog and demand across utility and energy markets.
Powell Industries (POWL) Stock Drops Despite Market Gains: Important Facts to Note
Powell Industries (POWL) concluded the recent trading session at $201, signifying a -8.32% move from its prior day's close.
Powell Industries (POWL) Registers a Bigger Fall Than the Market: Important Facts to Note
In the closing of the recent trading day, Powell Industries (POWL) stood at $240.68, denoting a -1.52% move from the preceding trading day.
Price Targets
Powell price target lowered to $235 from $320 at Cantor Fitzgerald
$235.00
(was $209.28)
Cantor Fitzgerald
Powell price target raised to $333 from $285 at Roth Capital
$333.00
(was $317.01)
Chip Moore
·
Roth Capital
Powell price target raised to $285 from $195 at Roth Capital
$285.00
(was $259.50)
Roth Capital
Powell price target raised to $585 from $450 at Roth Capital
$585.00
(was $176.33)
Roth Capital
Powell initiated with a Neutral at Cantor Fitzgerald
$427.00
(was $142.29)
Cantor Fitzgerald
Powell price target raised to $450 from $350 at Roth Capital
$450.00
(was $145.77)
Chip Moore
·
Roth Capital