Powell Industries, Inc.

NasdaqGS:POWL 株式レポート

時価総額：US$9.9b

Powell Industries 将来の成長

Future 基準チェック /36

Powell Industries利益と収益がそれぞれ年間14.3%と12.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に27.2% 14.1%なると予測されています。

主要情報

14.3%

収益成長率

14.11%

EPS成長率

Electrical 収益成長18.5%
収益成長率12.6%
将来の株主資本利益率27.17%
アナリストカバレッジ

Low

最終更新日08 May 2026

今後の成長に関する最新情報

分析記事 • 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...

Recent updates

Seeking Alpha • May 11

Powell Industries Q2 Review: Still A Long Growth Runway, But I'm Not Adding Here

Summary Powell Industries, Inc. reported Q2 headline misses, but a surging backlog ($1.8B, +33% y/y) and new orders (+96% y/y) drive optimism. POWL secured a $400M data center megaproject, not yet in Q2 results, supporting robust multi-year growth visibility through at least fiscal year 2028. The book-to-bill ratio hit 1.7x, reflecting demand outpacing capacity; management is prudently expanding its footprint to avoid overbuilding and margin erosion. I downgrade POWL to Hold due to valuation (56x forward P/E), despite strong fundamentals and sector tailwinds from AI and data center demand. Read the full article on Seeking Alpha
新しいナラティブ • 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.
分析記事 • 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...
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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).
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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

業績と収益の成長予測

NasdaqGS:POWL - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
9/30/20281,6512912983354
9/30/20271,4262441382074
9/30/20261,1971991431605
3/31/20261,132187193203N/A
12/31/20251,114187162175N/A
9/30/20251,104181155168N/A
6/30/20251,08117581101N/A
3/31/20251,0831735167N/A
12/31/20241,0601614962N/A
9/30/20241,01215096109N/A
6/30/2024946130184192N/A
3/31/2024850102221228N/A
12/31/202376677260267N/A
9/30/202369955175183N/A
6/30/202365337125130N/A
3/31/2023596276065N/A
12/31/2022553181924N/A
9/30/202253314-6-4N/A
6/30/20224998-21-19N/A
3/31/2022480-3-28-25N/A
12/31/2021471-2-36-33N/A
9/30/20214711-33-30N/A
6/30/20214560-24-21N/A
3/31/202145864447N/A
12/31/2020491144145N/A
9/30/2020518176772N/A
6/30/2020552208388N/A
3/31/2020570224450N/A
12/31/201954215N/A62N/A
9/30/201951710N/A69N/A
6/30/20195045N/A31N/A
3/31/20194900N/A8N/A
12/31/2018468-4N/A-5N/A
9/30/2018449-7N/A-29N/A
6/30/2018409-14N/A-16N/A
3/31/2018373-17N/A7N/A
12/31/2017376-15N/A19N/A
9/30/2017396-9N/A37N/A
6/30/20174311N/A40N/A
3/31/20174789N/A69N/A
12/31/201652616N/A54N/A
9/30/201656516N/A75N/A
6/30/201659816N/A56N/A
3/31/201664118N/A42N/A
12/31/20156599N/A60N/A
9/30/20156629N/A13N/A
6/30/20156626N/A42N/A

アナリストによる今後の成長予測

収入対貯蓄率: POWLの予測収益成長率 (年間14.3% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: POWLの収益 ( 14.3% ) US市場 ( 16.8% ) よりも低い成長が予測されています。

高成長収益: POWLの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: POWLの収益 ( 12.6% ) US市場 ( 11.6% ) よりも速いペースで成長すると予測されています。

高い収益成長: POWLの収益 ( 12.6% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: POWLの 自己資本利益率 は、3年後には高くなると予測されています ( 27.2 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/21 00:55
終値2026/05/21 00:00
収益2026/03/31
年間収益2025/09/30

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Powell Industries, Inc. 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。8

アナリスト機関
Manish SomaiyaCantor Fitzgerald & Co.
Jonathan TanwantengCJS Securities, Inc.
Brent ThielmanD.A. Davidson & Co.