Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$6.2B
36M shares
52-week range
$92.30 – $328.00
34% from low
Sector
SWITCHGEAR & SWITCHBOARD APPARATUS
Exchange
NASDAQ
CS
P/S (TTM)
5.4
EV / FCF (TTM)
23.1
Powell Industries Inc is a United States-based company that develops, designs, manufactures, and services custom-engineered equipment and systems for electrical energy distribution, control, and monitoring. The company's principal products comprise integrated power control room substations, custom-engineered modules, electrical houses, traditional and arc-resistant distribution switchgear and control gear, and so on. These products are applied in oil and gas refining, offshore oil and gas production, petrochemical, pipeline, terminal, mining and metals, light-rail traction power, electric utility, pulp and paper, and other heavy industrial markets. The company generates the majority of its sales from the United States, and the rest from Canada, Europe, Asia Pacific, and other regions.
www.powellind.comNo one on the platform currently holds POWL.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 34,694 | $18.8M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-08-19 | $0.0900 | 2026-09-16 |
| 2026-05-20 | $0.0900 | 2026-06-17 |
| 2026-02-18 | $0.2700 | 2026-03-18 |
| 2025-11-19 | $0.2675 | 2025-12-17 |
| 2025-08-20 | $0.2675 | 2025-09-17 |
| 2025-05-21 | $0.2675 | 2025-06-18 |
| 2025-02-19 | $0.2675 | 2025-03-19 |
| 2024-11-20 | $0.2650 | 2024-12-18 |
| 2024-08-14 | $0.2650 | 2024-09-18 |
| 2024-05-14 | $0.2650 | 2024-06-12 |
No one on the platform has traded POWL yet.
| 2024-02-13 | $0.2650 | 2024-03-13 |
| 2023-11-14 | $0.2625 | 2023-12-13 |
| Execution date | Ratio |
|---|---|
| 2026-04-06 | 3-for-1 |
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 88.0% | 44.7% | — | — | — | |
| Rev. Growth % | 9.1% | 16.3% | ||||
| Profit Margin % | 16.4% | 8.3% | 4.6% | |||
| Free Cash Flow Margin % | 14.0% | 8.1% | 8.0% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +7.4% on the P/E track.
At today's price, your expected annual return is +14.3% on the P/E track.
At today's price, your expected annual return is +20.2% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $1.2B | +8.8% | $5.38 | $5.29–$5.49 | 31.8× | 4 |
| 2027 | $1.5B | +25.8% | $6.88 | $6.14–$7.35 | 24.9× | 4 |
| 2028 | $1.7B | +14.4% | $8.25 | $7.57–$9.08 | 20.8× | 4 |
| 2029 | $2.0B | +14.2% | $9.38 | $8.61–$10.10 | 18.3× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 4 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-03 | $1.47 | $1.42 | -3.4% |
| 2026-05-04 | $1.34 | $1.25 | -6.7% |
| 2026-02-03 | $0.95 | $1.13 | +18.9% |
| 2025-11-18 | $3.15 | $1.41 | -55.2% |
| 2025-08-05 | $1.24 | $1.32 | +6.5% |
| 2025-05-06 | $1.11 | $1.27 | +14.4% |
| 2025-02-06 | $0.94 | $0.95 | +1.1% |
| 2024-11-19 | $3.55 |
| $1.26 |
| -64.5% |
| $6.2B |
| — |
| EOSEEos Energy Enterprises, Inc. | $4.00 | +4.58% | $1.2B | — |
| GVAGranite Construction Incorporated | $113.95 | -0.40% | $5.0B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$AZIO $NVDA $POWL Some good cleaning up behind the scenes: 1. The Board deficiency has been resolved with the appointment of Larry Paige, filing dated yesterday, SEPT 14. 2. Following its recent corporate restructuring and high-profile merger with Envirotech Vehicles, the company appointed an excessive number of corporate executives. This oversaturation triggered an official deficiency notice because the bloated roster violated standard corporate governance or exchange regulations regarding board and management structures. The company swiftly resolved this deficiency on August 27, 2026, by having its Board of Directors remove four of the newly appointed Azio AI-affiliated officers (suspending the President's role and removing others). Because of this immediate corporate action, Nasdaq determined that the deficiency was fully remediated, and the matter is now officially closed. AZIO remains listed and in good standing on the Nasdaq Capital Market. SEPT 9.
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$POWL My position is over two years old now. As I re-read the Q3 report I'm feeling very comfortable. With no debt, plenty of cash and cash flow and a whopper backlog these guys are in the driver's seat. Of note is the strength of the backlog in LNG and oil and gas. The only issue for the stock that I see short term is that the next catalyst, Q4 earnings, doesn't come until the beginning of November. But this is a stock to hold for children and grand-children. From the Q3 report: Michael Metcalf, Powell’s Chief Financial Officer, commented, “Our strong project execution levels, combined with our growing backlog(3) and its overall composition across our core end markets, make us confident that Powell will deliver another very strong year of financial results as we close out Fiscal 2026 and look ahead to Fiscal 2027. We expect that gross margins will maintain levels consistent to the trailing twelve months, while prudently adding capacity to support the acceleration in our backlog(3). The expansion of our Jacintoport fabrication yard is expected to be completed by the close of Fiscal 2026, and we anticipate production to ramp up as we leverage this additional capacity to support recent core industrial project awards. We are also evaluating greenfield capacity expansions incremental to our added leased capacity in Houston and Ohio, while prioritizing adequate returns and ensuring the optimal manufacturing footprint for Powell over the long term.” https://powellindustriesinc.gcs-web.com/news-releases/news-release-details/powell-industries-announces-third-quarter-fiscal-2026-results
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$POWL From a post on the AGX board. They posted great quarterly results after the close today. Sentiment is lousy in the sector right now and the media is amplifying it but based on what the CEO of AGX said on their conference call...the facts on the ground say otherwise.
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$POWL Gotta believe we are somewhere close to a bottom here and I do love me some bottoms.
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$POWL It's time to put a toe in the water here and join the masses... Great companies always come out on top.
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$POWL BROKE its 50WMA today, -1.6%! A massive call order worth over $1.6M hit the tape for the 2/19/27 $210 Calls! VPoC can hold as possible support - reclaiming the 50Week would be strength confirmation.
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$HUBB Buying some here. Electrical Power is a lot more than AI. Electrical Power is life itself. $POWL https://www.whitehouse.gov/presidential-actions/2026/08/declaring-a-national-emergency-to-secure-the-united-states-bulk-power-system/
View on StockTwits ↗Unusual $POWL flow from yesterday: $3.18M+ of the $240 calls for February 19th 🟢 - On a -43% pullback from the May highs and sitting right on the 50 week MA right now!
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$POWL I mean a $2.4B backlog off of a book to bill of 3x? We're going to love seeing them ramp up production. Grok informs me: Powell Industries (NASDAQ: POWL) is actively expanding manufacturing capacity, primarily in the Houston area, driven by strong demand in oil & gas (especially LNG), data centers, petrochemical, and other markets.Key Recent/Ongoing Facility Developments Jacintoport Fabrication Yard Expansion (Houston, TX) Announced: August 20, 2025 Investment: $12.4 million Details: Adds 335,000 square feet of productive capacity for Power Control Room (PCR) laydown area (a 62% increase). Also doubles the shoreline bulkhead to 1,150 feet for better shipping flexibility. Purpose: Primarily supports Oil & Gas/LNG projects but usable across all markets. Timeline: Construction began in Q1 of fiscal 2026; expected completion in late fiscal 2026 (around September 2026). As of the Q3 FY2026 earnings (early August 2026), it was nearing completion and expected to support well over $100 million in incremental annualized revenue when fully utilized. This brings total investment in the Jacintoport yard to ~$20 million over eight years and nearly $40 million across Powell’s three Houston facilities. powellindustriesinc.gcs-web.com Earlier Houston Electrical Products Manufacturing Facility Expansion Completed in fiscal 2025 (around mid-2025). Involved an ~$11 million project that added significant capacity (one documented addition was ~56,000 sq ft at the Airport Boulevard site). Supports growing demand in data centers, transitional energy, and other sectors. https://finance.yahoo.com/markets/stocks/articles/powells-growth-investments-create-long-151100509.html Additional Capacity Moves Leased space: Recent leases near the Ohio and Houston facilities for manufacturing and engineering. Evaluating/adding ~50,000 sq ft near the Moseley campus (Houston), paired with an $8 million investment in rapid-expansion fabrication equipment. Larger leased facility: The board has authorized a ~300,000 sq ft leased manufacturing facility, planned to be available for production in late Q2 or early Q3 of fiscal 2027. Potential greenfield facility: Management is evaluating a new company-owned plant requiring $70–100 million in capital that would add 250,000–300,000 sq ft (potential annual revenue capacity of $100–250 million). A decision is expected in the near term; build-out could take ~2 years (permitting is a key variable). They may use leased space as a bridge. marketbeat.com Overall, these initiatives are projected to expand Powell’s total manufacturing, office, and warehouse footprint by more than 20% by the end of fiscal 2026 compared with the end of fiscal 2025. The expansions support a record backlog (reaching ~$2.4 billion as of June 30, 2026) driven by mega-projects in data centers, LNG, and petrochemicals.
New research today on $POWL #sidotiresearch Read note: http://dlvr.it/TTslNB #investing #smallcap #microcap
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