Valuation Update With 7 Day Price Move • May 21
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to €224, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 27x in the Electrical industry in Germany. Total returns to shareholders of 1,155% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €93.03 per share. Annuncio • May 07
Powell Industries Declares Quarterly Cash Dividend, payable on June 17, 2026 Powell Industries, Inc. 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. Annuncio • Apr 21
Powell Industries, Inc. to Report Q2, 2026 Results on May 04, 2026 Powell Industries, Inc. announced that they will report Q2, 2026 results After-Market on May 04, 2026 Annuncio • Feb 04
Powell Industries, Inc. Declares Quarterly Cash Dividend, Payable on March 18, 2026 Powell Industries, Inc. announced that its Board of Directors has approved an increase to the quarterly cash dividend on the company’s common stock to $0.27 per share, equating to an annualized dividend of $1.08 per share from the current $1.07 per share. The dividend is payable on March 18, 2026, to shareholders of record at the close of business on February 18, 2026. Annuncio • Jan 21
Powell Industries, Inc. to Report Q1, 2026 Results on Feb 03, 2026 Powell Industries, Inc. announced that they will report Q1, 2026 results After-Market on Feb 03, 2026 Annuncio • Jan 07
Powell Industries, Inc., Annual General Meeting, Feb 18, 2026 Powell Industries, Inc., Annual General Meeting, Feb 18, 2026. Annuncio • Aug 06
Powell Industries, Inc. Declares Quarterly Cash Dividend on Common Stock, Payable on September 17, 2025 Powell Industries, Inc. announced that its Board of Directors has declared a quarterly cash dividend on the Company’s common stock of $0.2675 per share. The dividend is payable on September 17, 2025, to shareholders of record at the close of business on August 20, 2025. Annuncio • Jul 24
Powell Industries, Inc. to Report Q3, 2025 Results on Aug 05, 2025 Powell Industries, Inc. announced that they will report Q3, 2025 results at 4:00 PM, Eastern Standard Time on Aug 05, 2025 Annuncio • May 07
Powell Industries Declares Quarterly Cash Dividend, Payable on June 18, 2025 Powell Industries, Inc. announced that its Board of Directors has declared a quarterly cash dividend on the Company’s common stock of $0.2675 per share. The dividend is payable on June 18, 2025, to shareholders of record at the close of business on May 21, 2025. Annuncio • Apr 23
Powell Industries, Inc. to Report Q2, 2025 Results on May 06, 2025 Powell Industries, Inc. announced that they will report Q2, 2025 results After-Market on May 06, 2025 Annuncio • Feb 05
Powell Industries Raises Quarterly Dividend, Payable on March 19, 2025 Powell Industries, Inc. announced that its Board of Directors has declared a quarterly cash dividend on the Company’s common stock of $0.2675 per share. The dividend is payable on March 19, 2025 to shareholders of record at the close of business on February 19, 2025. Annuncio • Jan 24
Powell Industries, Inc. to Report Q1, 2025 Results on Feb 06, 2025 Powell Industries, Inc. announced that they will report Q1, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 06, 2025 Annuncio • Dec 24
Powell Industries, Inc., Annual General Meeting, Feb 19, 2025 Powell Industries, Inc., Annual General Meeting, Feb 19, 2025. Recent Insider Transactions • Nov 16
Insider recently sold €3.2m worth of stock On the 8th of November, Thomas Powell sold around 10k shares on-market at roughly €323 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €4.8m. Insiders have been net sellers, collectively disposing of €40m more than they bought in the last 12 months. Declared Dividend • Nov 12
Third quarter dividend of US$0.27 announced Shareholders will receive a dividend of US$0.27. Ex-date: 20th November 2024 Payment date: 18th December 2024 Dividend yield will be 0.3%, which is lower than the industry average of 1.8%. Payout Ratios Payout ratio: 10%. Cash payout ratio: 7%. Valuation Update With 7 Day Price Move • Nov 06
Investor sentiment improves as stock rises 31% After last week's 31% share price gain to €316, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 14x in the Electrical industry in Germany. Total returns to shareholders of 1,294% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €141 per share. Recent Insider Transactions • Oct 15
Insider recently sold €4.5m worth of stock On the 8th of October, Thomas Powell sold around 20k shares on-market at roughly €227 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €4.8m. Insiders have been net sellers, collectively disposing of €36m more than they bought in the last 12 months. Recent Insider Transactions • Sep 27
Insider recently sold €4.8m worth of stock On the 25th of September, Thomas Powell sold around 25k shares on-market at roughly €191 per share. This transaction amounted to 1.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €28m more than they bought in the last 12 months. Valuation Update With 7 Day Price Move • Sep 18
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to €162, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 12x in the Electrical industry in Germany. Total returns to shareholders of 757% over the past three years. Recent Insider Transactions • Aug 30
Independent Director recently sold €1.1m worth of stock On the 27th of August, James McGill sold around 7k shares on-market at roughly €166 per share. This transaction amounted to 41% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €3.9m. Insiders have been net sellers, collectively disposing of €23m more than they bought in the last 12 months. Declared Dividend • Aug 05
Third quarter dividend of US$0.27 announced Shareholders will receive a dividend of US$0.27. Ex-date: 14th August 2024 Payment date: 18th September 2024 Dividend yield will be 0.7%, which is lower than the industry average of 1.8%. Payout Ratios Payout ratio: 10%. Cash payout ratio: 7%. Reported Earnings • Jul 31
Third quarter 2024 earnings released: EPS: US$3.85 (vs US$1.55 in 3Q 2023) Third quarter 2024 results: EPS: US$3.85 (up from US$1.55 in 3Q 2023). Revenue: US$288.2m (up 50% from 3Q 2023). Net income: US$46.2m (up 151% from 3Q 2023). Profit margin: 16% (up from 9.6% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has increased by 111% per year but the company’s share price has only increased by 75% per year, which means it is significantly lagging earnings growth. Annuncio • Jul 31
Powell Industries, Inc. Declares Quarterly Cash Dividend, Payable on September 18, 2024 Powell Industries, Inc. announced that its Board of Directors has declared a quarterly cash dividend on the Company’s common stock of $0.2650 per share. The dividend is payable on September 18, 2024 to shareholders of record at the close of business on August 14, 2024. Annuncio • Jul 17
Powell Industries, Inc. to Report Q3, 2024 Results on Jul 30, 2024 Powell Industries, Inc. announced that they will report Q3, 2024 results After-Market on Jul 30, 2024 Valuation Update With 7 Day Price Move • Jun 22
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to €138, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 21x in the Electrical industry in Germany. Total returns to shareholders of 452% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €60.79 per share. Valuation Update With 7 Day Price Move • Jun 06
Investor sentiment deteriorates as stock falls 21% After last week's 21% share price decline to €149, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 22x in the Electrical industry in Germany. Total returns to shareholders of 471% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €61.84 per share. Recent Insider Transactions • Jun 05
Insider recently sold €3.9m worth of stock On the 31st of May, Thomas Powell sold around 20k shares on-market at roughly €190 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €24m more than they bought in the last 12 months. Valuation Update With 7 Day Price Move • May 23
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to €174, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 22x in the Electrical industry in Germany. Total returns to shareholders of 584% over the past three years. Recent Insider Transactions • May 08
Independent Director recently sold €769k worth of stock On the 6th of May, Katheryn Curtis sold around 5k shares on-market at roughly €154 per share. This transaction amounted to 49% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €3.9m. Insiders have been net sellers, collectively disposing of €20m more than they bought in the last 12 months. Declared Dividend • May 06
Second quarter dividend of US$0.27 announced Shareholders will receive a dividend of US$0.27. Ex-date: 14th May 2024 Payment date: 12th June 2024 Dividend yield will be 0.7%, which is lower than the industry average of 1.8%. Payout Ratios Payout ratio: 12%. Cash payout ratio: 6%. Annuncio • May 03
Powell Industries, Inc. Declares Quarterly Cash Dividend, Payable on June 12, 2024 Powell Industries, Inc. announced that its Board of Directors has declared a quarterly cash dividend on the company’s common stock of $0.2650 per share. The dividend is payable on June 12, 2024 to stockholders of record at the close of business on May 15, 2024. Reported Earnings • May 01
Second quarter 2024 earnings released: EPS: US$2.79 (vs US$0.71 in 2Q 2023) Second quarter 2024 results: EPS: US$2.79 (up from US$0.71 in 2Q 2023). Revenue: US$255.1m (up 49% from 2Q 2023). Net income: US$33.5m (up 295% from 2Q 2023). Profit margin: 13% (up from 4.9% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.3% p.a. on average during the next 2 years, compared to a 7.1% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has increased by 111% per year but the company’s share price has only increased by 67% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Apr 25
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to €134, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 18x in the Electrical industry in Germany. Total returns to shareholders of 403% over the past three years. Annuncio • Apr 17
Powell Industries, Inc. to Report Q2, 2024 Results on Apr 30, 2024 Powell Industries, Inc. announced that they will report Q2, 2024 results After-Market on Apr 30, 2024 Valuation Update With 7 Day Price Move • Mar 21
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to €133, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 16x in the Electrical industry in Germany. Total returns to shareholders of 454% over the past three years. Recent Insider Transactions • Mar 11
Insider recently sold €671k worth of stock On the 4th of March, Thomas Powell sold around 4k shares on-market at roughly €173 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €4.5m. Insiders have been net sellers, collectively disposing of €19m more than they bought in the last 12 months. Valuation Update With 7 Day Price Move • Mar 01
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to €166, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 11x in the Electrical industry in Germany. Total returns to shareholders of 591% over the past three years. Recent Insider Transactions • Feb 23
Independent Director recently sold €1.3m worth of stock On the 21st of February, Christopher Cragg sold around 9k shares on-market at roughly €143 per share. This transaction amounted to 42% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €4.5m. Insiders have been net sellers, collectively disposing of €11m more than they bought in the last 12 months. Annuncio • Feb 16
Powell Industries, Inc. Announces Board Changes Powell Industries, Inc. announced that at its AGM held on February 14, 2024, the shareholders approved election of Mohit Singh as director of the company. As previously disclosed: the board of directors of the company established the age of 75 as the age after which an independent director will not stand for reelection at the end of such director’s then current term (the Policy); and (ii) pursuant to the Policy, John D. White tendered his resignation from the board, effective at the company’s 2024 annual meeting of stockholders (the end of his then current term), which was held on February 14, 2024 (the Annual Meeting). On February 13, 2024, the board accepted Mr. White’s tender of resignation. Recent Insider Transactions • Feb 16
Insider recently sold €1.4m worth of stock On the 13th of February, Thomas Powell sold around 10k shares on-market at roughly €141 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €4.5m. Insiders have been net sellers, collectively disposing of €9.6m more than they bought in the last 12 months. Valuation Update With 7 Day Price Move • Feb 08
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to €130, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 11x in the Electrical industry in Germany. Total returns to shareholders of 500% over the past three years. Upcoming Dividend • Feb 06
Upcoming dividend of US$0.27 per share at 0.8% yield Eligible shareholders must have bought the stock before 13 February 2024. Payment date: 13 March 2024. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (5.2%). Lower than average of industry peers (2.0%). Declared Dividend • Feb 05
First quarter dividend of US$0.27 announced Shareholders will receive a dividend of US$0.27. Ex-date: 13th February 2024 Payment date: 13th March 2024 Dividend yield will be 0.9%, which is lower than the industry average of 1.8%. Sustainability & Growth Dividend is well covered by both earnings (16% earnings payout ratio) and cash flows (5% cash payout ratio). The dividend has increased over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 7.9% over the next year, which should provide support to the dividend and adequate earnings cover. New Risk • Feb 01
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 15% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (15% average weekly change). Minor Risk Significant insider selling over the past 3 months (€4.9m sold). Reported Earnings • Jan 31
First quarter 2024 earnings released: EPS: US$2.02 (vs US$0.098 in 1Q 2023) First quarter 2024 results: EPS: US$2.02 (up from US$0.098 in 1Q 2023). Revenue: US$194.0m (up 53% from 1Q 2023). Net income: US$24.1m (up US$22.9m from 1Q 2023). Profit margin: 12% (up from 0.9% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.2% p.a. on average during the next 2 years, compared to a 8.2% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 44% per year, which means it is significantly lagging earnings growth. Annuncio • Jan 31
Powell Industries, Inc. Raises Quarterly Dividend, Payable on March 13, 2024 Powell Industries, Inc. announced that its Board of Directors has approved an increase to the quarterly cash dividend on the Company’s common stock to $0.2650 per share, equating to an annualized dividend of $1.06 per share from the current amount of $1.05 per share. The dividend is payable on March 13, 2024 to shareholders of record at the close of business on February 14, 2024. Annuncio • Jan 17
Powell Industries, Inc. to Report Q1, 2024 Results on Jan 30, 2024 Powell Industries, Inc. announced that they will report Q1, 2024 results After-Market on Jan 30, 2024 Annuncio • Jan 09
Powell Industries, Inc. Announces Management Changes On January 5, 2024, Milburn E. Honeycutt retired from his positions as Vice President, Corporate Controller and Chief Accounting Officer of Powell Industries, Inc. In connection with Mr. Honeycutt’s retirement, the Company designated Michael W. Metcalf, Executive Vice President and Chief Financial Officer, as the Company’s principal accounting officer effective January 5, 2024. Mr. Metcalf, who is 56, was elected Executive Vice President, Chief Financial Officer, Secretary and Treasurer of the Company effective December 13, 2018. Mr. Metcalf previously served as Executive Vice President of the Company beginning November 5, 2018. From April 2011 to October 2015, he served as Chief Financial Officer of Global Supply Chain and Operations at GE Oil & Gas. Mr. Metcalf then served as Chief Financial Officer of Production Solutions at GE Oil & Gas from November 2015 to August 2017. From August 2017 to August 2018, he was Chief Financial Officer of Artificial Lift Systems at Baker Hughes, a GE company. From August 2018 to October 2018, Mr. Metcalf served as Chief Financial Officer of Aeroderivative Products at GE Power. Mr. Metcalf holds a bachelor’s degree in finance from the State University of New York at Buffalo and a Master of Business Administration from Syracuse University. Annuncio • Jan 06
Powell Industries, Inc., Annual General Meeting, Feb 14, 2024 Powell Industries, Inc., Annual General Meeting, Feb 14, 2024, at 11:00 Central Standard Time. Agenda: To elect two members of the Company’s Board of Directors, with terms to expire in 2027; to hold a stockholder advisory vote on the compensation of executives; and to transact such other business as may properly come before the meeting or any adjournment thereof. Recent Insider Transactions • Dec 21
Insider recently sold €4.5m worth of stock On the 19th of December, Thomas Powell sold around 55k shares on-market at roughly €81.81 per share. This transaction amounted to 3.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €7.1m more than they bought in the last 12 months. Reported Earnings • Dec 06
Full year 2023 earnings released: EPS: US$4.59 (vs US$1.16 in FY 2022) Full year 2023 results: EPS: US$4.59 (up from US$1.16 in FY 2022). Revenue: US$699.3m (up 31% from FY 2022). Net income: US$54.5m (up 297% from FY 2022). Profit margin: 7.8% (up from 2.6% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 2 years, compared to a 8.7% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 52% per year, which means it is significantly lagging earnings growth. Annuncio • Nov 21
Powell Industries, Inc. to Report Q4, 2023 Results on Dec 05, 2023 Powell Industries, Inc. announced that they will report Q4, 2023 results After-Market on Dec 05, 2023 Annuncio • Nov 01
Powell Industries, Inc. Declares Quarterly Cash Dividend, Payable on December 13, 2023 Powell Industries, Inc. declared a quarterly cash dividend on the Company’s common stock in the amount of $0.2625 per share. The dividend is payable on December 13, 2023 to shareholders of record at the close of business on November 15, 2023. Recent Insider Transactions • Aug 09
Insider recently sold €885k worth of stock On the 7th of August, Milburn Honeycutt sold around 12k shares on-market at roughly €73.77 per share. This transaction amounted to 42% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.2m more than they bought in the last 12 months. Upcoming Dividend • Aug 08
Upcoming dividend of US$0.26 per share at 1.3% yield Eligible shareholders must have bought the stock before 15 August 2023. Payment date: 20 September 2023. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.1%). Annuncio • Aug 03
Powell Industries, Inc Declares Quarterly Cash Dividend, Payable September 20, 2023 On August 1, 2023, Powell Industries, Inc. announced that its Board of Directors declared a quarterly cash dividend of $0.2625 per share payable to shareholders of record at the close of business on August 16, 2023. This dividend will be paid on September 20, 2023. Reported Earnings • Aug 02
Third quarter 2023 earnings released: EPS: US$1.55 (vs US$0.77 in 3Q 2022) Third quarter 2023 results: EPS: US$1.55 (up from US$0.77 in 3Q 2022). Revenue: US$192.4m (up 42% from 3Q 2022). Net income: US$18.5m (up 104% from 3Q 2022). Profit margin: 9.6% (up from 6.7% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.3% p.a. on average during the next 2 years, compared to a 8.4% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has increased by 34% per year whereas the company’s share price has increased by 33% per year. Annuncio • Jul 21
Powell Industries, Inc. to Report Q3, 2023 Results on Aug 01, 2023 Powell Industries, Inc. announced that they will report Q3, 2023 results After-Market on Aug 01, 2023 Buying Opportunity • Jul 20
Now 21% undervalued Over the last 90 days, the stock is up 52%. The fair value is estimated to be €70.00, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 11% in a year. Earnings is forecast to grow by 3.1% in the next year. Buying Opportunity • Jun 07
Now 21% undervalued Over the last 90 days, the stock is up 34%. The fair value is estimated to be €71.12, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 11% in a year. Earnings is forecast to grow by 3.1% in the next year. Valuation Update With 7 Day Price Move • May 10
Investor sentiment improves as stock rises 27% After last week's 27% share price gain to €46.60, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 17x in the Electrical industry in Europe. Total returns to shareholders of 127% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €70.72 per share. Upcoming Dividend • May 09
Upcoming dividend of US$0.26 per share at 2.0% yield Eligible shareholders must have bought the stock before 16 May 2023. Payment date: 14 June 2023. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (2.1%). Annuncio • May 04
Powell Industries, Inc. Provides Revenue Guidance for the Year 2023 and 2024 Powell Industries, Inc. provided revenue guidance for the year 2023 and 2024. Taken altogether, the company is confident will deliver improved revenues and earnings in fiscal 2023 and into fiscal 2024. Reported Earnings • May 03
Second quarter 2023 earnings released: EPS: US$0.71 (vs US$0.10 loss in 2Q 2022) Second quarter 2023 results: EPS: US$0.71 (up from US$0.10 loss in 2Q 2022). Revenue: US$171.4m (up 34% from 2Q 2022). Net income: US$8.47m (up US$9.69m from 2Q 2022). Profit margin: 4.9% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 8.1% p.a. on average during the next 2 years, compared to a 7.5% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings. Valuation Update With 7 Day Price Move • Feb 08
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to €42.20, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 23x in the Electrical industry in Germany. Total returns to shareholders of 37% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €67.56 per share. Upcoming Dividend • Feb 07
Upcoming dividend of US$0.26 per share at 2.3% yield Eligible shareholders must have bought the stock before 14 February 2023. Payment date: 15 March 2023. Payout ratio is a comfortable 69% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (1.1%). Reported Earnings • Feb 02
First quarter 2023 earnings released: EPS: US$0.098 (vs US$0.24 loss in 1Q 2022) First quarter 2023 results: EPS: US$0.098 (up from US$0.24 loss in 1Q 2022). Revenue: US$126.9m (up 19% from 1Q 2022). Net income: US$1.16m (up US$4.01m from 1Q 2022). Profit margin: 0.9% (up from net loss in 1Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 5.5% p.a. on average during the next 2 years, compared to a 8.9% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings. Annuncio • Feb 01
Powell Industries, Inc. Increases Quarterly Cash Dividend, Payable on March 15, 2023 Powell Industries, Inc. announced that its Board of Directors has approved a 1% increase to the quarterly cash dividend on the Company's common stock to $0.2625 per share, equating to an annualized dividend of $1.05 per share from the current amount of $1.04 per share. The dividend is payable on March 15, 2023 to shareholders of record at the close of business on February 15, 2023. Annuncio • Jan 21
Powell Industries, Inc. to Report Q1, 2023 Results on Jan 31, 2023 Powell Industries, Inc. announced that they will report Q1, 2023 results at 4:00 PM, US Eastern Standard Time on Jan 31, 2023 Annuncio • Jan 07
Powell Industries, Inc., Annual General Meeting, Feb 15, 2023 Powell Industries, Inc., Annual General Meeting, Feb 15, 2023, at 11:00 Central Standard Time. Agenda: To consider and elect three members of the company's Board of Directors, with terms to expire in 2026, to consider and hold a stockholder advisory vote on the compensation of executives, to consider and hold a vote on whether the company will conduct future say-on-pay votes every year, every two years or every three years, to consider and approve an amendment to the company's 2014 Equity Incentive Plan; and to transact such other business as may properly come before the meeting or any adjournment thereof. Reported Earnings • Dec 07
Full year 2022 earnings released: EPS: US$1.16 (vs US$0.054 in FY 2021) Full year 2022 results: EPS: US$1.16 (up from US$0.054 in FY 2021). Revenue: US$532.6m (up 13% from FY 2021). Net income: US$13.7m (up US$13.1m from FY 2021). Profit margin: 2.6% (up from 0.1% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 2 years, compared to a 9.5% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings. Annuncio • Dec 06
Powell Industries, Inc. Provides Earnings Guidance for Fiscal 2023 Powell Industries, Inc. provided earnings guidance for fiscal 2023. Based upon these dynamics, and accounting for the typical seasonality that experience during the first fiscal quarter, the company anticipates earnings in fiscal 2023 to significantly improve versus fiscal 2022, excluding the non-recurring items. Annuncio • Nov 22
Powell Industries, Inc. to Report Q4, 2022 Results on Dec 05, 2022 Powell Industries, Inc. announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Dec 05, 2022 Annuncio • Nov 04
Powell Industries Declares Quarterly Cash Dividend, Payable on December 14, 2022 Powell Industries, Inc. announced that its Board of Directors has declared a quarterly cash dividend on the Company's common stock in the amount of $0.26 per share. The dividend is payable on December 14, 2022 to shareholders of record at the close of business on November 16, 2022. Upcoming Dividend • Aug 09
Upcoming dividend of US$0.26 per share Eligible shareholders must have bought the stock before 16 August 2022. Payment date: 21 September 2022. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.9%. Lower than top quartile of German dividend payers (4.4%). Higher than average of industry peers (1.1%). Reported Earnings • Aug 03
Third quarter 2022 earnings released: EPS: US$0.77 (vs US$0.17 loss in 3Q 2021) Third quarter 2022 results: EPS: US$0.77 (up from US$0.17 loss in 3Q 2021). Revenue: US$135.5m (up 17% from 3Q 2021). Net income: US$9.06m (up US$11.1m from 3Q 2021). Profit margin: 6.7% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Over the next year, revenue is forecast to grow 4.3%, compared to a 16% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings. Annuncio • Aug 03
Powell Industries, Inc. Declares Quarterly Cash Dividend, Payable on September 21, 2022 Powell Industries, Inc. announced that its Board of Directors has declared a quarterly cash dividend on the Company's common stock in the amount of $0.26 per share. The dividend is payable on September 21, 2022 to shareholders of record at the close of business on August 17, 2022. Annuncio • Jul 20
Powell Industries, Inc. to Report Q3, 2022 Results on Aug 02, 2022 Powell Industries, Inc. announced that they will report Q3, 2022 results After-Market on Aug 02, 2022 Annuncio • May 15
Powell Industries, Inc. Announces Resignation of Perry L. Elders to Its Board of Directors On May 10, 2022, Perry L. Elders resigned from the board of directors of Powell Industries, Inc. and all committees thereof, effective from May 10, 2022. At the time of his resignation, Mr. Elders served as the chair of the Audit Committee of the Board. The Company believes that Mr. Elders resigned due to a lack of alignment with the Company regarding the allocation of capital, Board succession planning and Board deliberation and assessment of future opportunities, risks and impact of proposed regulatory changes. Upcoming Dividend • May 10
Upcoming dividend of US$0.26 per share Eligible shareholders must have bought the stock before 17 May 2022. Payment date: 15 June 2022. The company is not currently making a profit and is not cash flow positive. Trailing yield: 4.2%. Lower than top quartile of German dividend payers (4.3%). Higher than average of industry peers (1.1%). Reported Earnings • May 05
Second quarter 2022 earnings released: US$0.10 loss per share (vs US$0.019 loss in 2Q 2021) Second quarter 2022 results: US$0.10 loss per share (down from US$0.019 loss in 2Q 2021). Revenue: US$127.9m (up 7.7% from 2Q 2021). Net loss: US$1.22m (loss widened 441% from 2Q 2021). Over the next year, revenue is forecast to grow 3.0%, compared to a 11% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings. Annuncio • May 04
Powell Industries, Inc. Declares Quarterly Cash Dividend, Payable on June 15, 2022 Powell Industries, Inc. announced that its Board of Directors has declared a quarterly cash dividend on the Company's common stock in the amount of $0.26 per share. The dividend is payable on June 15, 2022 to shareholders of record at the close of business on May 18, 2022. Annuncio • Apr 20
Powell Industries, Inc. to Report Q2, 2022 Results on May 03, 2022 Powell Industries, Inc. announced that they will report Q2, 2022 results After-Market on May 03, 2022 Annuncio • Feb 18
Powell Industries, Inc. Elects John G. Stacey as Director Powell Industries, Inc. at its annual meeting of stockholders held on February 16, 2022, elected John G. Stacey as director of the Company with terms ending in fiscal year 2025. Recent Insider Transactions • Feb 16
Chairman of the Board recently bought €199k worth of stock On the 11th of February, Brett Cope bought around 10k shares on-market at roughly €19.92 per share. This was the largest purchase by an insider in the last 3 months. This was Brett's only on-market trade for the last 12 months. Reported Earnings • Feb 09
First quarter 2022 earnings: EPS in line with expectations, revenues disappoint First quarter 2022 results: US$0.24 loss per share (down from US$0.031 loss in 1Q 2021). Revenue: US$106.6m (flat on 1Q 2021). Net loss: US$2.85m (loss widened US$2.48m from 1Q 2021). Revenue missed analyst estimates by 6.1%. Over the next year, revenue is forecast to grow 6.8%, compared to a 14% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 3% per year. Upcoming Dividend • Feb 08
Upcoming dividend of US$0.26 per share Eligible shareholders must have bought the stock before 15 February 2022. Payment date: 16 March 2022. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.6%. Within top quartile of German dividend payers (3.4%). Higher than average of industry peers (1.0%). Annuncio • Feb 02
Powell Industries, Inc. Declares Quarterly Cash Dividend, Payable on March 16, 2022 Powell Industries, Inc. announced that its Board of Directors has declared a quarterly cash dividend on the Company's common stock in the amount of $0.26 per share. The dividend is payable on March 16, 2022 to shareholders of record at the close of business on February 16, 2022. Reported Earnings • Dec 09
Full year 2021 earnings: EPS in line with analyst expectations despite revenue beat Full year 2021 results: EPS: US$0.054 (down from US$1.43 in FY 2020). Revenue: US$470.6m (down 9.2% from FY 2020). Net income: US$631.0k (down 96% from FY 2020). Profit margin: 0.1% (down from 3.2% in FY 2020). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 2.9%. Over the next year, revenue is forecast to grow 3.0%, compared to a 13% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has remained flat, which means it is significantly lagging earnings. Board Change • Dec 06
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Director Kathy Curtis was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Upcoming Dividend • Nov 09
Upcoming dividend of US$0.26 per share Eligible shareholders must have bought the stock before 16 November 2021. Payment date: 15 December 2021. Trailing yield: 3.7%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (1.7%). Upcoming Dividend • Aug 10
Upcoming dividend of US$0.26 per share Eligible shareholders must have bought the stock before 17 August 2021. Payment date: 15 September 2021. Trailing yield: 3.9%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (1.4%). Reported Earnings • Aug 05
Third quarter 2021 earnings released: US$0.17 loss per share (vs US$0.30 profit in 3Q 2020) The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: US$115.8m (down 1.9% from 3Q 2020). Net loss: US$2.04m (down 159% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.