Powell Industries Gestion
Gestion contrôle des critères 4/4
Le PDG Powell Industries est Brett Cope, nommé en Oct2016, a un mandat de 9.83 ans. La rémunération annuelle totale est $ 3.60M, composée du salaire de 18.3% et des bonus 81.7%, y compris les actions et options de la société. détient directement 1.3% des actions de la société, d'une valeur de $ 98.82M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 8.8 ans et 5.5 ans.
Informations clés
Brett Cope
Directeur général
US$3.6m
Rémunération totale
| Pourcentage du salaire du PDG | 18.33% |
| Durée du mandat du directeur général | 9.8yrs |
| Propriété du PDG | 1.3% |
| Durée moyenne d'occupation des postes de direction | 8.8yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 5.5yrs |
Mises à jour récentes de la gestion
Recent updates
Article d’analyse • 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...
Mise à jour du récit • 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 Alpha
Mise à jour du récit • 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.Mise à jour du récit • 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.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).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 AlphaAnalyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$191m |
| Mar 31 2026 | n/a | n/a | US$187m |
| Dec 31 2025 | n/a | n/a | US$187m |
| Sep 30 2025 | US$4m | US$660k | US$181m |
| Jun 30 2025 | n/a | n/a | US$175m |
| Mar 31 2025 | n/a | n/a | US$173m |
| Dec 31 2024 | n/a | n/a | US$161m |
| Sep 30 2024 | US$3m | US$600k | US$150m |
| Jun 30 2024 | n/a | n/a | US$130m |
| Mar 31 2024 | n/a | n/a | US$102m |
| Dec 31 2023 | n/a | n/a | US$77m |
| Sep 30 2023 | US$3m | US$541k | US$55m |
| Jun 30 2023 | n/a | n/a | US$37m |
| Mar 31 2023 | n/a | n/a | US$27m |
| Dec 31 2022 | n/a | n/a | US$18m |
| Sep 30 2022 | US$2m | US$520k | US$14m |
| Jun 30 2022 | n/a | n/a | US$8m |
| Mar 31 2022 | n/a | n/a | -US$3m |
| Dec 31 2021 | n/a | n/a | -US$2m |
| Sep 30 2021 | US$2m | US$512k | US$631k |
| Jun 30 2021 | n/a | n/a | US$354k |
| Mar 31 2021 | n/a | n/a | US$6m |
| Dec 31 2020 | n/a | n/a | US$14m |
| Sep 30 2020 | US$2m | US$510k | US$17m |
| Jun 30 2020 | n/a | n/a | US$20m |
| Mar 31 2020 | n/a | n/a | US$22m |
| Dec 31 2019 | n/a | n/a | US$15m |
| Sep 30 2019 | US$2m | US$495k | US$10m |
Rémunération vs marché: La rémunération totale de Brett ($USD 3.60M ) est inférieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 8.22M ).
Rémunération et revenus: La rémunération de Brett a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.
PDG
Brett Cope (58 yo)
9.8yrs
Titularisation
US$3,600,369
Compensation
Mr. Brett A. Cope has been an Independent Director of Rogers Corporation since May 6, 2026. He has been the Chief Executive Officer and President of Powell Industries, Inc. since October 1, 2016. and joine...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Chairman of the Board | 9.8yrs | US$3.60m | 1.3% $ 98.8m | |
| Executive VP | 7.7yrs | US$1.48m | 0.21% $ 16.0m | |
| VP & Chief Human Resource Officer | 1.5yrs | US$747.96k | 0.0012% $ 94.0k | |
| Vice President of Operations | no data | pas de données | 0.036% $ 2.8m | |
| Director of Corporate Communications | 19.6yrs | pas de données | pas de données | |
| Assistant Secretary & Treasurer | no data | pas de données | 0.0037% $ 276.6k | |
| Vice President of R&D | no data | pas de données | 0.030% $ 2.3m |
8.8yrs
Durée moyenne de l'emploi
Gestion expérimentée: L'équipe dirigeante de POWL est chevronnée et expérimentée (8.8 années d'ancienneté moyenne).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Chairman of the Board | 9.8yrs | US$3.60m | 1.3% $ 98.8m | |
| Independent Director | 8.6yrs | US$177.01k | 0.085% $ 6.5m | |
| Independent Director | 1yr | US$51.12k | 0.0035% $ 268.2k | |
| Independent Director | 4.5yrs | US$171.01k | 0.051% $ 3.8m | |
| Independent Director | 10.6yrs | US$177.01k | 0.11% $ 8.2m | |
| Independent Director | 6.5yrs | US$171.01k | 0.049% $ 3.7m | |
| Independent Director | 3.5yrs | US$165.01k | 0.031% $ 2.3m | |
| Independent Director | 2.5yrs | US$165.01k | 0.0075% $ 567.5k |
5.5yrs
Durée moyenne de l'emploi
59.5yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de POWL sont considérés comme expérimentés (ancienneté moyenne 5.5 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/08/13 20:59 |
| Cours de l'action en fin de journée | 2026/08/13 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/09/30 |
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.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* 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 sur la façon d’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. 4 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.
| Analyste | Institution |
|---|---|
| Manish Somaiya | Cantor Fitzgerald & Co. |
| Jonathan Tanwanteng | CJS Securities, Inc. |
| Brent Thielman | D.A. Davidson & Co. |