Powell Industries (POWL) Aandelenoverzicht
Powell Industries, Inc. ontwerpt, ontwikkelt, produceert, verkoopt en onderhoudt apparatuur en systemen op maat. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 1/6 |
| Toekomstige groei | 3/6 |
| Prestaties in het verleden | 4/6 |
| Financiële gezondheid | 6/6 |
| Dividenden | 0/6 |
POWL Community Fair Values
Create NarrativeSee what 80 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Powell Industries, Inc. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$244.39 |
| 52 Week Hoogtepunt | US$328.00 |
| 52 Week Laag | US$69.00 |
| Bèta | 1.13 |
| 1 maand verandering | -17.77% |
| 3 maanden verandering | 0.67% |
| 1 Jaar Verandering | 231.74% |
| 3 jaar verandering | 1,115.06% |
| 5 jaar verandering | 2,427.30% |
| Verandering sinds IPO | 18,229.25% |
Recent nieuws en updates
Seeking Alpha • 1h
Powell Industries Q3 Preview: Good Time To Add Before Earnings (Rating Upgrade)
Summary Powell Industries shares dropped 22%, creating a compelling re-entry point given robust backlog and AI-driven demand. Q3 expectations include $1.49 adjusted EPS on $316.9 million revenue, with potential for a double beat as backlog and new orders surge. Backlog strength, especially from data center projects, is a key growth driver; Q3 backlog could exceed $2.2 billion with new orders possibly near triple-digit y/y growth. I am buying more POWL after the recent dip, viewing AI-related fears as overblown and expecting further upside as margin and revenue mix improve. Read the full article on Seeking Alpha
Narratiefupdate • 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.Recent updates
Seeking Alpha • 1h
Powell Industries Q3 Preview: Good Time To Add Before Earnings (Rating Upgrade)
Summary Powell Industries shares dropped 22%, creating a compelling re-entry point given robust backlog and AI-driven demand. Q3 expectations include $1.49 adjusted EPS on $316.9 million revenue, with potential for a double beat as backlog and new orders surge. Backlog strength, especially from data center projects, is a key growth driver; Q3 backlog could exceed $2.2 billion with new orders possibly near triple-digit y/y growth. I am buying more POWL after the recent dip, viewing AI-related fears as overblown and expecting further upside as margin and revenue mix improve. Read the full article on Seeking AlphaNarratiefupdate • 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.
Narratiefupdate • 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.Analyse-artikel • 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...
Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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).Analyse-artikel • 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...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 AlphaRendement voor aandeelhouders
| POWL | US Electrical | US Markt | |
|---|---|---|---|
| 7D | 4.3% | -0.6% | -0.7% |
| 1Y | 231.7% | 52.0% | 17.3% |
Rendement versus industrie: POWL overtrof de US Electrical industrie, die het afgelopen jaar een rendement 52 % opleverde.
Rendement versus markt: POWL overtrof de US markt, die het afgelopen jaar een rendement opleverde van 17.3 %.
Prijsvolatiliteit
| POWL volatility | |
|---|---|
| POWL Average Weekly Movement | 9.8% |
| Electrical Industry Average Movement | 12.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.2% |
Stabiele aandelenkoers: POWL heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 10% ) van POWL is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 1947 | 3,143 | Brett Cope | www.powellind.com |
Powell Industries, Inc. ontwerpt, ontwikkelt, produceert, verkoopt en onderhoudt op maat gemaakte apparatuur en systemen. Het productenportfolio van het bedrijf omvat geïntegreerde onderstations voor controlekamers, op maat gemaakte modules en elektrische huizen; en traditionele en vlamboogbestendige verdeelkasten en voorschakelapparaten, middenspanningsschakelaars, systemen voor bewaking en controlecommunicatie, motorbesturingscentra, schakelaars en buskanaalsystemen. Het bedrijf levert ook buitendienstinspectie, installatie, inbedrijfstelling, modificatie en reparatiediensten; reserveonderdelen; retrofit- en retrofill-componenten voor bestaande systemen; en vervangingsstroomonderbrekers voor schakelinstallaties.
Powell Industries, Inc. Samenvatting
| POWL fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$8.32b |
| Inkomsten(TTM) | US$186.93m |
| Inkomsten(TTM) | US$1.13b |
47.6x
Koers/Winstverhouding7.9x
P/S-verhoudingIs POWL overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| POWL resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$1.13b |
| Kosten van inkomsten | US$791.28m |
| Brutowinst | US$340.78m |
| Overige uitgaven | US$153.85m |
| Inkomsten | US$186.93m |
Laatst gerapporteerde inkomsten
Mar 31, 2026
Volgende inkomensdatum
Aug 04, 2026
| Winst per aandeel (EPS) | 5.13 |
| Brutomarge | 30.10% |
| Nettowinstmarge | 16.51% |
| Schuld/Eigen Vermogen Verhouding | 0% |
Hoe presteerde POWL op de lange termijn?
Bekijk historische prestaties en vergelijkingDividenden
0.1%
Huidig dividendrendement7%
UitbetalingsratioBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/07/21 15:26 |
| Aandelenkoers aan het einde van de dag | 2026/07/21 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/09/30 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Powell Industries, Inc. wordt gevolgd door 8 analisten. 5 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Manish Somaiya | Cantor Fitzgerald & Co. |
| Jonathan Tanwanteng | CJS Securities, Inc. |
| Brent Thielman | D.A. Davidson & Co. |