Powell Industries 향후 성장
Future 기준 점검 4/6
Powell Industries (는) 각각 연간 17.3% 및 15.1% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 17.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 26.6% 로 예상됩니다.
핵심 정보
17.3%
이익 성장률
17.12%
EPS 성장률
| Electrical 이익 성장 | 19.6% |
| 매출 성장률 | 15.1% |
| 향후 자기자본이익률 | 26.63% |
| 애널리스트 커버리지 | Low |
| 마지막 업데이트 | 13 Aug 2026 |
최근 향후 성장 업데이트
Recent updates
분석 기사 • 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...
내러티브 업데이트 • 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
내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...
내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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 Alpha이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 9/30/2028 | 1,720 | 303 | 264 | 302 | 4 |
| 9/30/2027 | 1,479 | 252 | 183 | 252 | 4 |
| 9/30/2026 | 1,192 | 196 | 103 | 120 | 5 |
| 6/30/2026 | 1,158 | 191 | 244 | 256 | N/A |
| 3/31/2026 | 1,132 | 187 | 193 | 203 | N/A |
| 12/31/2025 | 1,114 | 187 | 162 | 175 | N/A |
| 9/30/2025 | 1,104 | 181 | 155 | 168 | N/A |
| 6/30/2025 | 1,081 | 175 | 81 | 101 | N/A |
| 3/31/2025 | 1,083 | 173 | 51 | 67 | N/A |
| 12/31/2024 | 1,060 | 161 | 49 | 62 | N/A |
| 9/30/2024 | 1,012 | 150 | 96 | 109 | N/A |
| 6/30/2024 | 946 | 130 | 184 | 192 | N/A |
| 3/31/2024 | 850 | 102 | 221 | 228 | N/A |
| 12/31/2023 | 766 | 77 | 260 | 267 | N/A |
| 9/30/2023 | 699 | 55 | 175 | 183 | N/A |
| 6/30/2023 | 653 | 37 | 125 | 130 | N/A |
| 3/31/2023 | 596 | 27 | 60 | 65 | N/A |
| 12/31/2022 | 553 | 18 | 19 | 24 | N/A |
| 9/30/2022 | 533 | 14 | -6 | -4 | N/A |
| 6/30/2022 | 499 | 8 | -21 | -19 | N/A |
| 3/31/2022 | 480 | -3 | -28 | -25 | N/A |
| 12/31/2021 | 471 | -2 | -36 | -33 | N/A |
| 9/30/2021 | 471 | 1 | -33 | -30 | N/A |
| 6/30/2021 | 456 | 0 | -24 | -21 | N/A |
| 3/31/2021 | 458 | 6 | 44 | 47 | N/A |
| 12/31/2020 | 491 | 14 | 41 | 45 | N/A |
| 9/30/2020 | 518 | 17 | 67 | 72 | N/A |
| 6/30/2020 | 552 | 20 | 83 | 88 | N/A |
| 3/31/2020 | 570 | 22 | N/A | 50 | N/A |
| 12/31/2019 | 542 | 15 | N/A | 62 | N/A |
| 9/30/2019 | 517 | 10 | N/A | 69 | N/A |
| 6/30/2019 | 504 | 5 | N/A | 31 | N/A |
| 3/31/2019 | 490 | 0 | N/A | 8 | N/A |
| 12/31/2018 | 468 | -4 | N/A | -5 | N/A |
| 9/30/2018 | 449 | -7 | N/A | -29 | N/A |
| 6/30/2018 | 409 | -14 | N/A | -16 | N/A |
| 3/31/2018 | 373 | -17 | N/A | 7 | N/A |
| 12/31/2017 | 376 | -15 | N/A | 19 | N/A |
| 9/30/2017 | 396 | -9 | N/A | 37 | N/A |
| 6/30/2017 | 431 | 1 | N/A | 40 | N/A |
| 3/31/2017 | 478 | 9 | N/A | 69 | N/A |
| 12/31/2016 | 526 | 16 | N/A | 54 | N/A |
| 9/30/2016 | 565 | 16 | N/A | 75 | N/A |
| 6/30/2016 | 598 | 16 | N/A | 56 | N/A |
| 3/31/2016 | 641 | 18 | N/A | 42 | N/A |
| 12/31/2015 | 659 | 9 | N/A | 60 | N/A |
| 9/30/2015 | 662 | 9 | N/A | 13 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: POWL 의 연간 예상 수익 증가율(17.3%)이 saving rate(3.7%)보다 높습니다.
수익 vs 시장: POWL 의 연간 수익(17.3%)이 US 시장(16.9%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 수익: POWL 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.
수익 대 시장: POWL 의 수익(연간 15.1%)이 US 시장(연간 12.9%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: POWL 의 수익(연간 15.1%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: POWL의 자본 수익률은 3년 후 26.6%로 높을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/08/20 04:56 |
| 종가 | 2026/08/20 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/09/30 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Powell Industries, Inc.는 8명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Manish Somaiya | Cantor Fitzgerald & Co. |
| Jonathan Tanwanteng | CJS Securities, Inc. |
| Brent Thielman | D.A. Davidson & Co. |