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Powell Industries, Inc.NasdaqGS:POWL Rapporto sulle azioni

Cap. di mercato US$10.2b
Prezzo delle azioni
US$291.97
US$612.5
52.3% sottovalutato sconto intrinseco
1Y383.3%
7D11.6%
1D
Valore del portafoglio
Vista

Powell Industries, Inc.

Report azionario NasdaqGS:POWL

Capitalizzazione di mercato: US$10.2b

Powell Industries (POWL) Panoramica del titolo

Powell Industries, Inc. insieme alle sue consociate, progetta, sviluppa, produce, vende e assiste apparecchiature e sistemi personalizzati. Maggiori dettagli

POWL analisi fondamentale
Punteggio fiocco di neve
Valutazione0/6
Crescita futura3/6
Prestazioni passate4/6
Salute finanziaria6/6
Dividendi0/6

POWL Community Fair Values

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Concorrenti di Powell Industries, Inc.

Storia dei prezzi e prestazioni

Riepilogo dei massimi, dei minimi e delle variazioni dei prezzi delle azioni per Powell Industries
Prezzi storici delle azioni
Prezzo attuale dell'azioneUS$291.97
Massimo di 52 settimaneUS$328.00
Minimo di 52 settimaneUS$54.75
Beta1.14
Variazione di 1 mese15.51%
Variazione a 3 mesi59.55%
Variazione di 1 anno383.29%
Variazione a 3 anni1,391.67%
Variazione a 5 anni2,406.90%
Variazione dall'IPO21,797.76%

Notizie e aggiornamenti recenti

Seeking Alpha May 22

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 May 22

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
Nuova narrazione 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.
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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).
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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

Rendimenti per gli azionisti

POWLUS ElectricalUS Mercato
7D11.6%7.5%2.5%
1Y383.3%86.1%26.4%

Ritorno vs Industria: POWL ha superato il US Electrical che ha restituito 86.1 % nell'ultimo anno.

Rendimento vs Mercato: POWL ha superato il mercato US che ha restituito 26.4 % nell'ultimo anno.

Volatilità dei prezzi

Is POWL's price volatile compared to industry and market?
POWL volatility
POWL Average Weekly Movement9.4%
Electrical Industry Average Movement12.9%
Market Average Movement7.2%
10% most volatile stocks in US Market16.5%
10% least volatile stocks in US Market3.1%

Prezzo delle azioni stabile: POWL non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.

Volatilità nel tempo: La volatilità settimanale ( 9% ) di POWL è rimasta stabile nell'ultimo anno.

Informazioni sull'azienda

FondatoI dipendentiAMMINISTRATORE DELEGATOSito web
19473,143Brett Copewww.powellind.com

Powell Industries, Inc. insieme alle sue consociate, progetta, sviluppa, produce, vende e assiste apparecchiature e sistemi personalizzati. Il portafoglio prodotti dell'azienda comprende sottostazioni integrate per sale di controllo dell'energia, moduli personalizzati e cabine elettriche; quadri di distribuzione tradizionali e resistenti agli archi elettrici, interruttori di media tensione, sistemi di comunicazione di monitoraggio e controllo, centri di controllo motore, interruttori e sistemi di condotti bus. Fornisce anche servizi di ispezione, installazione, messa in servizio, modifica e riparazione sul campo; pezzi di ricambio; componenti retrofit e retrofill per sistemi esistenti; interruttori di ricambio per i quadri.

Powell Industries, Inc. Riepilogo dei fondamenti

Come si confrontano gli utili e i ricavi di Powell Industries con la sua capitalizzazione di mercato?
POWL statistiche fondamentali
Capitalizzazione di mercatoUS$10.17b
Utili (TTM)US$186.93m
Ricavi(TTM)US$1.13b
56.9x
Rapporto P/E
9.4x
Rapporto P/S

Utili e ricavi

Statistiche chiave sulla redditività dall'ultima relazione sugli utili (TTM)
POWL Conto economico (TTM)
RicaviUS$1.13b
Costo del fatturatoUS$791.28m
Profitto lordoUS$340.78m
Altre speseUS$153.85m
UtiliUS$186.93m

Ultimi utili riportati

Mar 31, 2026

Prossima data di guadagno

n/a

Utile per azione (EPS)5.13
Margine lordo30.10%
Margine di profitto netto16.51%
Rapporto debito/patrimonio netto0%

Come si è comportato POWL nel lungo periodo?

Vedi performance storica e confronto

Dividendi

0.1%
Rendimento attuale del dividendo
7%
Rapporto di remunerazione
Quando è necessario acquistare POWL per ricevere un dividendo imminente?
Powell Industries date dei dividendi
Data di stacco del dividendoMay 20 2026
Data di pagamento dei dividendiJun 17 2026
Giorni fino al dividendo Ex8 days
Giorni prima della data di pagamento dei dividendi20 days

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/26 21:25
Prezzo dell'azione a fine giornata2026/05/26 00:00
Utili2026/03/31
Utili annuali2025/09/30

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Powell Industries, Inc. è coperta da 8 analisti. 5 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

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