Powell Industries Toekomstige groei
Future criteriumcontroles 3/6
Powell Industries zal naar verwachting groeien in winst en omzet met respectievelijk 14.3% en 12.6% per jaar. De winst per aandeel zal naar verwachting groeien met 14.1% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 27.2% zijn.
Belangrijke informatie
14.3%
Groei van de winst
14.11%
Groei van de winst per aandeel
| Electrical winstgroei | 18.7% |
| Inkomstengroei | 12.6% |
| Toekomstig rendement op eigen vermogen | 27.17% |
| Dekking van analisten | Low |
| Laatst bijgewerkt | 08 May 2026 |
Recente toekomstige groei-updates
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
Nieuw narratief • 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.Analyseartikel • 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.Analyseartikel • 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).Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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 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 AlphaWinst- en omzetgroeiprognoses
| Datum | Inkomsten | Inkomsten | Vrije kasstroom | Geldmiddelen uit operationele activiteiten | Gem. Aantal analisten |
|---|---|---|---|---|---|
| 9/30/2028 | 1,651 | 291 | 298 | 335 | 4 |
| 9/30/2027 | 1,426 | 244 | 138 | 207 | 4 |
| 9/30/2026 | 1,197 | 199 | 143 | 160 | 5 |
| 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 | 44 | 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 |
| 6/30/2015 | 662 | 6 | N/A | 42 | N/A |
Toekomstige groeivoorspellingen analisten
Verdiensten versus spaarpercentage: De verwachte winstgroei POWL ( 14.3% per jaar) ligt boven de spaarquote ( 3.5% ).
Winst versus markt: De winst van POWL ( 14.3% per jaar) zal naar verwachting langzamer groeien dan de markt US ( 16.7% per jaar).
Hoge groeiwinsten: De winst van POWL zal naar verwachting groeien, maar niet aanzienlijk.
Omzet versus markt: De omzet van POWL ( 12.6% per jaar) zal naar verwachting sneller groeien dan de markt US ( 11.7% per jaar).
Hoge groei-inkomsten: De omzet van POWL ( 12.6% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.
Groeiprognoses winst per aandeel
Toekomstig rendement op eigen vermogen
Toekomstige ROE: Het rendement op eigen vermogen POWL zal naar verwachting over 3 jaar hoog zijn ( 27.2 %)
Ontdek groeibedrijven
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/21 08:59 |
| Aandelenkoers aan het einde van de dag | 2026/05/21 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 analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je 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. |