Loading...
POWL logo

Powell Industries, Inc.NasdaqGS:POWL Rapport sur les actions

Capitalisation boursière US$9.9b
Prix de l'action
US$279.22
US$612.5
54.4% sous-évalué décote intrinsèque
1Y368.8%
7D-8.8%
1D
Valeur du portefeuille
Voir

Powell Industries, Inc.

NasdaqGS:POWL Rapport sur les actions

Capitalisation boursière : US$9.9b

Powell Industries (POWL) Aperçu de l'action

Powell Industries, Inc. et ses filiales conçoivent, développent, fabriquent, vendent et entretiennent des équipements et des systèmes sur mesure. Plus de détails

POWL analyse fondamentale
Score flocon de neige
Évaluation0/6
Croissance future3/6
Performances passées4/6
Santé financière6/6
Dividendes0/6

POWL Community Fair Values

Create Narrative

See what 81 others think this stock is worth. Follow their fair value or set your own to get alerts.

Powell Industries, Inc. Concurrents

Historique des prix et performances

Résumé des hausses, des baisses et des variations du cours de l'action pour la période du 1er janvier au 31 décembre 2009 Powell Industries
Historique des cours de bourse
Prix actuel de l'actionUS$270.75
Plus haut sur 52 semainesUS$328.00
Plus bas sur 52 semainesUS$54.75
Bêta1.14
Variation sur 1 mois12.36%
Variation sur 3 mois48.54%
Variation sur 1 an368.78%
Variation sur 3 ans1,293.46%
Variation sur 5 ans2,261.19%
Évolution depuis l'introduction en bourse20,206.26%

Nouvelles et mises à jour récentes

Seeking Alpha 12h

Powell Industries: Expensive, But The Backlog Supports A Strong Buy

Summary I am rating Powell Industries (POWL) a Strong Buy because the company sits inside AI power bottleneck. Data centers need more than chips and cooling. They need reliable electrical distribution systems. The main growth drivers are backlog conversion, data center electrical infrastructure, utility grid demand and automation services. I estimate these drivers support $1.65Bn of 2027 revenue. My price target is $374, representing a 38% upside potential from current price $271. I arrive at my PT by using my estimated $7.58 EPS and 49.35x FWD non-GAAP P/E. The biggest risk is valuation compression if investors stop treating POWL as an AI power infrastructure beneficiary and start valuing it like a normal cyclical industrial company. Read the full article on Seeking Alpha

Recent updates

Seeking Alpha 12h

Powell Industries: Expensive, But The Backlog Supports A Strong Buy

Summary I am rating Powell Industries (POWL) a Strong Buy because the company sits inside AI power bottleneck. Data centers need more than chips and cooling. They need reliable electrical distribution systems. The main growth drivers are backlog conversion, data center electrical infrastructure, utility grid demand and automation services. I estimate these drivers support $1.65Bn of 2027 revenue. My price target is $374, representing a 38% upside potential from current price $271. I arrive at my PT by using my estimated $7.58 EPS and 49.35x FWD non-GAAP P/E. The biggest risk is valuation compression if investors stop treating POWL as an AI power infrastructure beneficiary and start valuing it like a normal cyclical industrial company. Read the full article on Seeking Alpha
Nouveau récit Mar 03

Powell Industries Inc. (POWL): The Electrification Specialist – Powering Data Centers and LNG Megaprojects in 2026.

Powell Industries (POWL) is currently operating as a high-voltage leader in the electrical infrastructure space, trading at $511.12 as of the March 3, 2026, close. Despite a 4.0% intraday pullback today, the company remains one of the most explosive industrial stories of the decade, having surged from a small-cap niche player into a mid-cap powerhouse with a $6.3 billion market capitalization.
Article d’analyse 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...
Mise à jour du récit 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.
Article d’analyse 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...
Mise à jour du récit 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.
Mise à jour du récit 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).
Article d’analyse Aug 08

Powell Industries, Inc. Just Beat EPS By 5.0%: Here's What Analysts Think Will Happen Next

NasdaqGS:POWL 1 Year Share Price vs Fair Value Explore Powell Industries's Fair Values from the Community and select...
Article d’analyse Jul 18

There's No Escaping Powell Industries, Inc.'s (NASDAQ:POWL) Muted Earnings Despite A 31% Share Price Rise

Powell Industries, Inc. ( NASDAQ:POWL ) shares have continued their recent momentum with a 31% gain in the last month...
Article d’analyse Jul 07

Why We Like The Returns At Powell Industries (NASDAQ:POWL)

To find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...
Article d’analyse Jun 19

Should You Be Adding Powell Industries (NASDAQ:POWL) To Your Watchlist Today?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Article d’analyse Jun 01

The Market Doesn't Like What It Sees From Powell Industries, Inc.'s (NASDAQ:POWL) Earnings Yet

Powell Industries, Inc.'s ( NASDAQ:POWL ) price-to-earnings (or "P/E") ratio of 11.8x might make it look like a buy...
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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking Alpha Dec 04

Powell Industries Stock: My Top Pick For The Long-Term

Summary Powell Industries, Inc. reported strong Q4 and full-year 2024 results, with significant revenue and EPS growth, despite a slight revenue miss and a temporary share price drop. The company’s robust balance sheet, no debt, and steady $1.3B backlog position it well for future growth, even amid revenue growth concerns. The positive outlook for the energy sector under the new administration and continued operational efficiency improvements bolster confidence in Powell’s future performance. I maintain a buy rating on POWL, seeing the current share price as a buying opportunity, with potential for further gains and a strong moat. Read the full article on Seeking Alpha
Seeking Alpha Nov 20

Powell Industries Earnings: Deceleration Sparks Concerns

Summary Powell Industries' strong balance sheet and reasonable valuation are overshadowed by stagnant backlog and decelerating revenue growth, leading to a neutral rating. Despite solid momentum in emerging sectors, fiscal Q1 2025 revenue growth is expected to decelerate significantly, raising investor concerns. Operating profit margins have improved, but substantial cash flow will be allocated to capital projects, limiting shareholder returns. The risk-reward balance is too even, making it prudent to stay neutral on POWL for now. Read the full article on Seeking Alpha
Seeking Alpha Nov 07

Powell Industries: Up 1,250% In 24 Months, But You Still Haven't Missed The Boat

Summary Powell Industries has experienced a 1,250% stock increase over the last 24 months due to strong demand for power distribution systems. POWL's financials show significant progress in sales, EPS, and margins, as the company has transformed from a breakeven outfit to a profitable mid-size firm. The company's valuation at 17x EV/EBITDA is reasonable, supported by energy & utility Capex, alongside a robust cash position with zero debt. We rate the stock a 'Strong Buy'. Read the full article on Seeking Alpha
Seeking Alpha Oct 25

Tiny Powell Industries Is Pursuing A Pivotal Role In Some Hot Growth Markets

Summary Electricity transmission is a hot investment theme today… We need a lot more current to enable the digital world we crave. Sometimes, though, we forget how challenging, and potentially dangerous electric current can be. Powell Industries is a tiny company with a huge mission… Its offerings are essential to prevent excess voltage from destroying our dreams, and us. Its emerging stature as a growth company Wall Street is starting to tune into how this highly profitable company is evolving. The stock may need a pause before it becomes buyable, but it definitely belongs on a watchlist. Read the full article on Seeking Alpha
Seeking Alpha Oct 06

Improving Margins Make Powell Industries A Growth Stock Worth Watching

Summary Powell Industries (NASDAQ: POWL) is a small-cap industrial stock with strong growth potential, driven by demand in petrochemical and electric utility sectors. The company boasts a solid cash position, no debt, and improving margins, making it financially flexible and promising for future growth. Despite risks from larger competitors and reliance on subcontractors, Powell Industries' revenue and earnings are expected to grow significantly. Trading near its 52-week high, Powell Industries remains a buy, with potential for further share price increases and improved dividends. Read the full article on Seeking Alpha

Rendement pour les actionnaires

POWLUS ElectricalUS Marché
7D-8.8%-5.6%-0.8%
1Y368.8%84.6%27.1%

Rendement vs Industrie: POWL a dépassé le secteur US Electrical qui a rapporté 84.6 % au cours de l'année écoulée.

Rendement vs marché: POWL a dépassé le marché US qui a rapporté 27.1 % au cours de l'année écoulée.

Volatilité des prix

Is POWL's price volatile compared to industry and market?
POWL volatility
POWL Average Weekly Movement9.3%
Electrical Industry Average Movement12.9%
Market Average Movement7.2%
10% most volatile stocks in US Market16.3%
10% least volatile stocks in US Market3.2%

Cours de l'action stable: POWL n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.

Volatilité au fil du temps: La volatilité hebdomadaire de POWL ( 9% ) est restée stable au cours de l'année écoulée.

À propos de l'entreprise

FondéeSalariésPDGSite web
19473,143Brett Copewww.powellind.com

Powell Industries, Inc. et ses filiales conçoivent, développent, fabriquent, vendent et entretiennent des équipements et des systèmes sur mesure. Le portefeuille de produits de l'entreprise comprend des sous-stations intégrées de salle de contrôle, des modules sur mesure et des maisons électriques, ainsi que des appareillages de distribution traditionnels et résistants aux arcs électriques, des disjoncteurs moyenne tension, des systèmes de communication de surveillance et de contrôle, des centres de contrôle des moteurs, des interrupteurs et des systèmes de conduits de bus. Elle fournit également des services d'inspection, d'installation, de mise en service, de modification et de réparation sur le terrain, des pièces détachées, des composants de modernisation et de remplissage pour les systèmes existants, et des disjoncteurs de remplacement pour les tableaux de distribution.

Powell Industries, Inc. Résumé des fondamentaux

Comment les bénéfices et les revenus de Powell Industries se comparent-ils à sa capitalisation boursière ?
POWL statistiques fondamentales
Capitalisation boursièreUS$9.87b
Bénéfices(TTM)US$186.93m
Recettes(TTM)US$1.13b
52.8x
Ratio P/E
8.7x
Ratio P/S

Le site POWL est-il surévalué ?

Voir Juste valeur et analyse de l'évaluation

Bénéfices et recettes

Principales statistiques de rentabilité tirées du dernier rapport sur les bénéfices (TTM)
POWL compte de résultat (TTM)
RecettesUS$1.13b
Coût des recettesUS$791.28m
Marge bruteUS$340.78m
Autres dépensesUS$153.85m
Les revenusUS$186.93m

Derniers bénéfices déclarés

Mar 31, 2026

Prochaine date de publication des résultats

s/o

Résultat par action (EPS)5.13
Marge brute30.10%
Marge bénéficiaire nette16.51%
Ratio dettes/capitaux propres0%

Quelles ont été les performances à long terme de POWL?

Voir les performances historiques et les comparaisons

Dividendes

0.1%
Rendement actuel des dividendes
7%
Ratio de distribution

Le site POWL verse-t-il des dividendes fiables ?

Voir POWL l'historique des dividendes et les indices de référence
Quand faut-il acheter POWL pour recevoir un dividende à venir ?
Powell Industries dates des dividendes
Date ex-dividendeMay 20 2026
Date de paiement du dividendeJun 17 2026
Jours jusqu'au dividende Ex3 days
Jours jusqu'à la date de paiement du dividende25 days

Le site POWL verse-t-il des dividendes fiables ?

Voir POWL l'historique des dividendes et les indices de référence

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/21 21:20
Cours de l'action en fin de journée2026/05/21 00:00
Les revenus2026/03/31
Revenus annuels2025/09/30

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Powell Industries, Inc. est couverte par 8 analystes. 5 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Manish SomaiyaCantor Fitzgerald & Co.
Jonathan TanwantengCJS Securities, Inc.
Brent ThielmanD.A. Davidson & Co.