Powell Industries, Inc.

NasdaqGS:POWL Stock Report

Market Cap: US$8.2b

Powell Industries Management

Management criteria checks 4/4

Powell Industries' CEO is Brett Cope, appointed in Oct 2016, has a tenure of 9.75 years. total yearly compensation is $3.60M, comprised of 18.3% salary and 81.7% bonuses, including company stock and options. directly owns 1.3% of the company’s shares, worth $107.22M. The average tenure of the management team and the board of directors is 8.7 years and 5.4 years respectively.

Key information

Brett Cope

Chief executive officer

US$3.6m

Total compensation

CEO salary percentage18.33%
CEO tenure9.8yrs
CEO ownership1.3%
Management average tenure8.7yrs
Board average tenure5.4yrs

Recent management updates

Recent updates

Narrative Update • 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.
Narrative Update • 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
Analysis Article • 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...
Narrative Update • 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.
Analysis Article • 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...
Narrative Update • 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.
Narrative Update • 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).
Analysis Article • 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...
Analysis Article • 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...
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

CEO Compensation Analysis

How has Brett Cope's remuneration changed compared to Powell Industries's earnings?
DateTotal CompensationSalaryCompany Earnings
Mar 31 2026n/an/a

US$187m

Dec 31 2025n/an/a

US$187m

Sep 30 2025US$4mUS$660k

US$181m

Jun 30 2025n/an/a

US$175m

Mar 31 2025n/an/a

US$173m

Dec 31 2024n/an/a

US$161m

Sep 30 2024US$3mUS$600k

US$150m

Jun 30 2024n/an/a

US$130m

Mar 31 2024n/an/a

US$102m

Dec 31 2023n/an/a

US$77m

Sep 30 2023US$3mUS$541k

US$55m

Jun 30 2023n/an/a

US$37m

Mar 31 2023n/an/a

US$27m

Dec 31 2022n/an/a

US$18m

Sep 30 2022US$2mUS$520k

US$14m

Jun 30 2022n/an/a

US$8m

Mar 31 2022n/an/a

-US$3m

Dec 31 2021n/an/a

-US$2m

Sep 30 2021US$2mUS$512k

US$631k

Jun 30 2021n/an/a

US$354k

Mar 31 2021n/an/a

US$6m

Dec 31 2020n/an/a

US$14m

Sep 30 2020US$2mUS$510k

US$17m

Jun 30 2020n/an/a

US$20m

Mar 31 2020n/an/a

US$22m

Dec 31 2019n/an/a

US$15m

Sep 30 2019US$2mUS$495k

US$10m

Compensation vs Market: Brett's total compensation ($USD3.60M) is below average for companies of similar size in the US market ($USD8.33M).

Compensation vs Earnings: Brett's compensation has been consistent with company performance over the past year.

CEO

Brett Cope (58 yo)

9.8yrs
Tenure
US$3,600,369
Compensation

Mr. Brett A. Cope has been an Independent Director of Rogers Corporation since May 6, 2026. He has been the Chief Executive Officer and President of Powell Industries, Inc. since October 1, 2016. and joine...

Leadership Team

NamePositionTenureCompensationOwnership
Brett Cope
Chairman of the Board9.8yrsUS$3.60m1.3%
$ 107.2m
Michael Metcalf
Executive VP7.6yrsUS$1.48m0.21%
$ 17.4m
Davide Tuninetti
VP & Chief Human Resource Officer1.4yrsUS$747.96k0.0012%
$ 101.9k
Terry McKertcher
Vice President of Operationsno datano data0.036%
$ 3.0m
Gary King
Director of Corporate Communications19.5yrsno datano data
David Eckenrode
Assistant Secretary & Treasurerno datano data0.0037%
$ 300.1k
William Mauney
Vice President of R&Dno datano data0.030%
$ 2.4m
8.7yrs
Average Tenure

Experienced Management: POWL's management team is seasoned and experienced (8.7 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
Brett Cope
Chairman of the Board9.8yrsUS$3.60m1.3%
$ 107.2m
James McGill
Independent Director8.5yrsUS$177.01k0.085%
$ 7.0m
Mark Smith
Independent Directorless than a yearUS$51.12k0.0035%
$ 291.0k
John Stacey
Independent Director4.4yrsUS$171.01k0.051%
$ 4.2m
Richard Williams
Independent Director10.5yrsUS$177.01k0.11%
$ 8.9m
Katheryn Curtis
Independent Director6.4yrsUS$171.01k0.049%
$ 4.0m
Alaina Brooks
Independent Director3.4yrsUS$165.01k0.031%
$ 2.5m
Mohit Singh
Independent Director2.4yrsUS$165.01k0.0075%
$ 615.8k
5.4yrs
Average Tenure
59.5yo
Average Age

Experienced Board: POWL's board of directors are considered experienced (5.4 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/14 22:27
End of Day Share Price 2026/07/14 00:00
Earnings2026/03/31
Annual Earnings2025/09/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Powell Industries, Inc. is covered by 8 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Manish SomaiyaCantor Fitzgerald & Co.
Jonathan TanwantengCJS Securities, Inc.
Brent ThielmanD.A. Davidson & Co.