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NASDAQ · US · Electrical Equipment & Parts

POWL Powell Industries

Custom switchgear and power-control rooms

Tight but sold off Its supply chain is tightening but the stock is below its 50-day average — price and fundamentals disagree. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-26
$158.4
+4.93% today
1W
−4.5%
1M
−16.4%
3M
−21.2%
YTD
+49.2%
1Y
+30.5%
Off 52w high
−50.8%
Next earnings (est.): 2026-11-17
Market cap$5.50B
P/E (trailing)28.9Forward 21.6
EV / sales4.2×EV/EBITDA 20.6×
Revenue (TTM)$1.16BGrowth 8.9% y/y
Margins30.1%gross · op 20.5%
Free cash flow$190MCash $634M · debt $2.52M
Analyst target$267.5+68.9% upside · 4 analysts · buy
Riskβ 1.17Short 11.1% of float · yield 0.24%

Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.

POWL · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

8 events
  1. 8
    2026-08-03EarningsMiss / cut

    Reported EPS 1.42 vs 1.47 expected (-3.4% surprise).

  2. 7
    2026-05-04EarningsMiss / cut

    Reported EPS 1.25 vs 1.36 expected (-8.3% surprise).

  3. 6
    2026-02-03EarningsBeat / raise

    Reported EPS 1.13 vs 0.97 expected (+16.6% surprise).

  4. 5
    2025-11-18EarningsBeat / raise

    Reported EPS 1.41 vs 1.26 expected (+11.6% surprise).

  5. 4
    2025-08-05EarningsBeat / raise

    Reported EPS 1.32 vs 1.26 expected (+5.0% surprise).

  6. 3
    2025-05-06EarningsBeat / raise

    Reported EPS 1.27 vs 1.15 expected (+10.7% surprise).

  7. 2
    2025-02-06EarningsBeat / raise

    Reported EPS 0.95 vs 0.87 expected (+9.6% surprise).

  8. 1
    2024-11-19EarningsBeat / raise

    Reported EPS 1.26 vs 1.18 expected (+6.2% surprise).

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-08-031.471.42−3.4%
2026-05-041.361.25−8.3%
2026-02-030.971.13+16.6%
2025-11-181.261.41+11.6%
2025-08-051.261.32+5.0%
2025-05-061.151.27+10.7%
2025-02-060.870.95+9.6%
2024-11-191.181.26+6.2%
2024-07-300.721.26+75.5%
2024-04-300.590.92+54.9%
2024-01-300.280.66+135.7%
2023-12-050.40.65+61.8%
2023-08-010.220.51+130.3%
2023-05-020.070.23+233.3%
2023-01-310.010.03+299.6%
2022-12-050.060.19+202.7%
2022-08-020.040.04+18.2%
2022-05-03-0.03-0.03−11.1%
2022-02-08-0.01-0.08−700.0%
2021-12-07-0.010.09+722.2%
2021-08-03—-0.06−1796.7%
2021-05-040.04-0.01−117.4%
2021-02-020.07-0.01−114.0%
2020-12-080.090.08−5.7%

About Powell Industries

Website ↗

Powell Industries, Inc., together with its subsidiaries, designs, develops, manufactures, sells, and services custom-engineered equipment and systems. The company's products portfolio includes integrated power control room substations, custom-engineered modules, and electrical houses; and traditional and arc-resistant distribution switchgears and control gears, medium-voltage circuit breakers, monitoring and control communications systems, motor control centers, switches, and bus duct systems. It also provides field service inspection, installation, commissioning, modification, and repair services; spare parts; retrofit and retrofill components for existing systems; and replacement circuit breakers for switchgears. The company serves onshore and offshore production, liquefied natural gas facilities and terminals, pipelines and refineries, petrochemical, electric utility, light rail tract…

3,143 employees · Houston, United States

Large power transformers are hand-built, need grain-oriented steel and copper, and have years-long lead times. Switchgear followed.

GOES steel + copper→Transformer→Switchgear→Substation

What would prove us wrong. Weakens if lead times shorten sharply as Korean, Indian and Mexican capacity arrives.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
ETN
Eaton
Electrical content per data-centre MW $374.6+2.31%−14.9%+18.6%
HUBB
Hubbell
Utility and campus electrical products $460.9+2.85%−1.2%+4.7%
6501.T
Hitachi
Hitachi Energy transformers and HVDC ¥5,533.0−0.52%+1.2%+14.1%
SU.PA
Schneider Electric
Switchgear, power and cooling for data centres €235.7+1.86%−19.0%+1.9%
ABBN.SW
ABB
Electrification, drives and robotics CHF 69.68+2.80%−13.1%+19.4%
267260.KS
HD Hyundai Electric
Large power transformers for US utilities ₩447,000−4.89%−37.4%−41.8%
298040.KS
Hyosung Heavy Industries
Transformers with US plant ₩1,853,000−1.28%−36.5%+4.0%
010120.KS
LS Electric
Switchgear and transformers ₩152,900−2.55%−26.8%+66.9%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.