Powell Industries Set to Announce Q1 Earnings on February 3rd
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 6d ago
0mins
Should l Buy POWL?
Source: seekingalpha
- Earnings Announcement: Powell Industries is set to release its Q1 earnings on February 3rd after market close, with a consensus EPS estimate of $3.04, reflecting a 6.3% year-over-year growth, indicating the company's ongoing profitability potential.
- Revenue Expectations: The anticipated Q1 revenue stands at $256.46 million, marking a 6.2% year-over-year increase, which underscores the company's stable market demand and helps solidify its market position.
- Performance Track Record: Over the past two years, Powell Industries has beaten EPS estimates 100% of the time and revenue estimates 88% of the time, showcasing a robust performance that boosts investor confidence.
- Expansion Plans: The company targets a $12.4 million expansion at Jacintoport, with a current backlog of $1.4 billion, indicating strong momentum for future growth and sustained order activity.
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Analyst Views on POWL
Wall Street analysts forecast POWL stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for POWL is 350.00 USD with a low forecast of 350.00 USD and a high forecast of 350.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
1 Analyst Rating
1 Buy
0 Hold
0 Sell
Moderate Buy
Current: 538.810
Low
350.00
Averages
350.00
High
350.00
Current: 538.810
Low
350.00
Averages
350.00
High
350.00
About POWL
Powell Industries, Inc. develops, designs, manufactures and services custom-engineered equipment and systems that distributes, controls and monitors the flow of electrical energy and provides protection to motors, transformers and other electrically powered equipment. The Company’s principal products include integrated power control room substations (PCRs), custom-engineered modules, electrical houses (E-Houses), traditional and arc-resistant distribution switchgear and control gear, medium-voltage circuit breakers, monitoring and control communications systems, motor control centers, switches and bus duct systems. Its products are designed for application in voltages ranging from approximately 480 volts to 38,000 volts. It serves the oil and gas and petrochemical markets, electric utility market, commercial and other industrial markets. It also provides products and services to the light rail traction power market and other markets that include universities and government entities.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Record High Orders: The company secured new orders totaling $439 million this quarter, a 63% increase from the previous year, including a large LNG project exceeding $100 million and a $75 million data center project, showcasing robust and diversified market demand.
- Historic Backlog Levels: Powell's backlog reached $1.6 billion at quarter-end, up $191 million sequentially, marking the highest level in company history and reflecting strong growth potential in the electric utility and data center sectors.
- Ongoing Strategic Expansion: The company is actively pursuing strategic capacity expansion, including leasing new facilities and increasing inventory to support future growth, with the Jacintoport facility expansion on track for completion in the second half of fiscal 2026, further enhancing competitive positioning.
See More
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- Margin Improvement: The company's gross margin increased from 24.7% to 28.4% year-over-year, attributed to a stable pricing environment and efficient execution, indicating significant improvements in manufacturing, installation, and service of power control switchgear equipment.
- Significant Order Growth: Powell's order book reached $439 million this quarter, a 63% year-over-year increase and the highest in over two years, driven by securing its first
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- Sales Growth: The company achieved quarterly sales of $580.620 million, exceeding the analyst consensus estimate of $533.890 million, demonstrating strong market demand and driving sustained performance growth.
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- Earnings Beat Expectations: Powell Industries reported Q1 GAAP EPS of $3.40, exceeding estimates by $0.48, indicating strong profitability that may attract more investor interest.
- Revenue Misses Slightly: Revenue reached $251 million, a 4.0% year-over-year increase, but fell short of expectations by $5.46 million, reflecting potential market demand fluctuations impacting revenue growth.
- Significant New Orders: The company secured new orders totaling $439 million, a remarkable 63% increase, demonstrating robust market demand and customer confidence, which is expected to support future revenue growth.
- Backlog Continues to Rise: As of December 31, 2025, backlog totaled $1.6 billion, up 16%, indicating strong future business growth potential for the company.
See More
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- Earnings Beat: Powell Industries reported a net income of $41.4 million for Q1, translating to $3.40 per share, surpassing Wall Street's consensus estimate of $2.92, indicating strong profitability.
- Revenue Miss: Despite a 4% year-over-year revenue increase to $251.2 million, it fell short of the expected $256.46 million, reflecting volatility in market demand.
- Surge in New Orders: New orders surged 63% to $439 million, resulting in a book-to-bill ratio of 1.7, highlighting robust demand in commercial and industrial projects, which bodes well for future growth.
- Strong Financial Position: At the end of the quarter, Powell reported $501 million in cash and short-term investments with no debt, demonstrating solid financial management and providing ample resources for future investments.
See More
