Powell Industries 過去の業績
過去 基準チェック /46
Powell Industriesは、平均年間58.4%の収益成長を遂げていますが、 Electrical業界の収益は、年間 成長しています。収益は、平均年間16.9% 21.9%収益成長率で 成長しています。 Powell Industriesの自己資本利益率は26.4%であり、純利益率は16.5%です。
主要情報
58.36%
収益成長率
58.11%
EPS成長率
| Electrical 業界の成長 | 9.91% |
| 収益成長率 | 21.89% |
| 株主資本利益率 | 26.36% |
| ネット・マージン | 16.51% |
| 前回の決算情報 | 31 Mar 2026 |
最近の業績更新
Recent updates
ナラティブの更新 • 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.Seeking Alpha • Jun 16
Powell Industries: Overpriced Momentum Play With Decelerating Growth Prospects - Reiterated Hold
Summary POWL enjoys diversified monetization prospects across the oil/gas, power generation, and data center end markets, with further opportunities in the government/defense sectors. These may explain the accelerating backlog/new order expansion and the richer profit margins in FQ2'26, with it offering great insights to their resilient top/bottom-line growth prospects. This is significantly aided by POWL's ongoing capacity expansion, the management hinting at new M&A opportunities, the richer cash flows, and the healthy balance sheet at zero debts. The overly done upward momentum has triggered the expensive P/E of 53.66x and 3Y PEG of 2.98x, while offering a minimal margin of safety to my base-case LTPT of $221.50. POWL remains a Hold here, with the overly done stock price momentum substantially diverging from their fundamentally robust AI growth story, worsened by the potential volatility from the elevated short interest ratio. Read the full article on Seeking Alpha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...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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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収支内訳
収支内訳
Powell Industries の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 31 Mar 26 | 1,132 | 187 | 103 | 13 |
| 31 Dec 25 | 1,114 | 187 | 99 | 12 |
| 30 Sep 25 | 1,104 | 181 | 95 | 11 |
| 30 Jun 25 | 1,081 | 175 | 90 | 11 |
| 31 Mar 25 | 1,083 | 173 | 87 | 10 |
| 31 Dec 24 | 1,060 | 161 | 86 | 10 |
| 30 Sep 24 | 1,012 | 150 | 85 | 9 |
| 30 Jun 24 | 946 | 130 | 84 | 8 |
| 31 Mar 24 | 850 | 102 | 81 | 7 |
| 31 Dec 23 | 766 | 77 | 82 | 7 |
| 30 Sep 23 | 699 | 55 | 79 | 6 |
| 30 Jun 23 | 653 | 37 | 80 | 6 |
| 31 Mar 23 | 596 | 27 | 77 | 6 |
| 31 Dec 22 | 553 | 18 | 72 | 7 |
| 30 Sep 22 | 533 | 14 | 71 | 7 |
| 30 Jun 22 | 499 | 8 | 66 | 7 |
| 31 Mar 22 | 480 | -3 | 67 | 7 |
| 31 Dec 21 | 471 | -2 | 66 | 7 |
| 30 Sep 21 | 471 | 1 | 67 | 7 |
| 30 Jun 21 | 456 | 0 | 67 | 6 |
| 31 Mar 21 | 458 | 6 | 65 | 6 |
| 31 Dec 20 | 491 | 14 | 67 | 6 |
| 30 Sep 20 | 518 | 17 | 68 | 6 |
| 30 Jun 20 | 552 | 20 | 71 | 6 |
| 31 Mar 20 | 570 | 22 | 73 | 6 |
| 31 Dec 19 | 542 | 15 | 71 | 6 |
| 30 Sep 19 | 517 | 10 | 70 | 6 |
| 30 Jun 19 | 504 | 5 | 69 | 7 |
| 31 Mar 19 | 490 | 0 | 68 | 7 |
| 31 Dec 18 | 468 | -4 | 66 | 7 |
| 30 Sep 18 | 449 | -7 | 67 | 7 |
| 30 Jun 18 | 409 | -14 | 64 | 7 |
| 31 Mar 18 | 373 | -17 | 62 | 7 |
| 31 Dec 17 | 376 | -15 | 62 | 7 |
| 30 Sep 17 | 396 | -9 | 62 | 7 |
| 30 Jun 17 | 431 | 1 | 64 | 6 |
| 31 Mar 17 | 478 | 9 | 68 | 6 |
| 31 Dec 16 | 526 | 16 | 71 | 6 |
| 30 Sep 16 | 565 | 16 | 75 | 7 |
| 30 Jun 16 | 598 | 16 | 76 | 7 |
| 31 Mar 16 | 641 | 18 | 75 | 7 |
| 31 Dec 15 | 659 | 9 | 75 | 7 |
| 30 Sep 15 | 662 | 9 | 77 | 7 |
| 30 Jun 15 | 662 | 6 | 79 | 7 |
質の高い収益: POWLは 高品質の収益 を持っています。
利益率の向上: POWLの現在の純利益率 (16.5%)は、昨年(16%)よりも高くなっています。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: POWLの収益は過去 5 年間で年間58.4%増加しました。
成長の加速: POWLの過去 1 年間の収益成長率 ( 7.8% ) は、5 年間の平均 ( 年間58.4%を下回っています。
収益対業界: POWLの過去 1 年間の収益成長率 ( 7.8% ) Electrical業界23.6%を上回りませんでした。
株主資本利益率
高いROE: POWLの 自己資本利益率 ( 26.4% ) は 高い とみなされます。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
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 | 2026/06/26 18:09 |
| 終値 | 2026/06/26 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
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 Somaiya | Cantor Fitzgerald & Co. |
| Jonathan Tanwanteng | CJS Securities, Inc. |
| Brent Thielman | D.A. Davidson & Co. |