US · Industrials · Electrical Equipment & Parts
EPS came in at 1.42 against a street estimate of 1.49 — a miss of 4.7%.
Analysts rate Powell Industries Inc a buy (2 buy, 2 hold, 0 sell out of 4) with an average price target of $280.00.
CONFIDENT Record $934M orders and $2.4B backlog (historic high) drove 9% revenue growth to $312M. 30.6% gross margin sustained. Massive capacity expansion underway across multiple facilities. Q3 FY26 Domestic strength offset international softness; Powell reallocating Canadian capacity to U.S. demand. Analysts pressed on margin sustainability (peaked?), data center revenue timing, and industry-wide capacity risks. Management defended margin runway via pricing, services, and automation; confirmed data center 2–2.5 year burn; positioned capacity expansion as long-term utility/industrial play, not data center bet. 2026-08-04…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 11.58% |
| First Trust Advisors L.P. | 3.92% |
| Vanguard Capital Management, LLC | 3.50% |
| Vanguard Portfolio Management, LLC | 3.16% |
| State Street Corp | 2.98% |
| Dimensional Fund Advisors, Inc. | 2.68% |
| Morgan Stanley - Brokerage Accounts | 2.24% |
| Fisher Asset Management, LLC | 2.01% |
| Document | Date |
|---|---|
| Quarterly report · Q3 FY2026 POWELL INDUSTRIES, INC. — 10-Q SUMMARY (Q3 FY2026) HEADLINE NUMBERS • Net income (9 months): $139.4 million, up from $129.3 million prior year (+7.8 | 2026-08-04 |
| Results announced · Q4 FY2026 POWELL INDUSTRIES Q3 FISCAL 2026 SUMMARY HEADLINE NUMBERS • Revenues: $312 million, up 9% year-over-year (from $286.3 million); up 5% sequentially f | 2026-08-03 |
| Board / officer change · Q4 FY2026 POWELL INDUSTRIES, INC. – DOCUMENT SUMMARY HEADLINE NUMBERS • CEO Brett A. Cope awarded 36,000 restricted stock units (RSUs) as special one-time ret | 2026-07-06 |
| Quarterly report · Q2 FY2026 POWELL INDUSTRIES, INC. – Q2 2026 (6 MONTHS ENDED MARCH 31, 2026) SUMMARY HEADLINE NUMBERS • Revenue: $547.8 million (six months); $296.6 million (Q | 2026-05-05 |
| Company announcement · Q3 FY2026 POWELL INDUSTRIES, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Quarterly cash dividend declared: $0.09 per share • Record date: May 20, 2026 • Paymen | 2026-05-05 |
| Results announced · Q3 FY2026 POWELL INDUSTRIES Q2 FY2026 SUMMARY HEADLINE NUMBERS • Revenues: $296.6 million, up 6% year-over-year; up 18% sequentially from Q1 • Gross profit: $ | 2026-05-04 |
| Quarterly report · Q1 FY2026 POWELL INDUSTRIES, INC. — Q1 FISCAL 2026 (QUARTER ENDED DECEMBER 31, 2025) HEADLINE NUMBERS • Revenues: $251.2 million (up 4% vs. $241.4 million in | 2026-02-04 |
| Proxy statement · Q2 FY2026 POWELL INDUSTRIES, INC. – PROXY STATEMENT SUMMARY ANNUAL MEETING: FEBRUARY 18, 2026 --- WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Election of | 2026-01-06 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.09 / share ex-date Aug 19, 2026 · pay Sep 16, 2026 | 2026-08-19 |
| Dividend | $0.09 / share ex-date May 20, 2026 · pay Jun 17, 2026 | 2026-05-20 |
| Split | 959692 : 319897 effective Apr 6, 2026 | 2026-04-06 |
| Dividend | $0.09 / share ex-date Feb 18, 2026 · pay Mar 18, 2026 | 2026-02-18 |
| Dividend | $0.09 / share ex-date Nov 19, 2025 · pay Dec 17, 2025 | 2025-11-19 |
| Dividend | $0.09 / share ex-date Aug 20, 2025 · pay Sep 17, 2025 | 2025-08-20 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Powell Industries Inc — free to start.
Google PlayApp StoreData updated 2026-09-18.