Powell Reports Q1 Revenue of $251M
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5d ago
0mins
Should l Buy POWL?
Reports Q1 revenue $251M, consensus $256.46M. Brett A. Cope, Powell's Chairman and Chief Executive Officer, stated, "Ongoing levels of solid project execution drove a strong start to our fiscal year, as we delivered a gross margin of 28.4% despite the typical seasonality and lower volumes that define our first quarter. We also experienced high levels of order activity across most of the markets we serve, as the $439 million of awards booked was the highest quarterly total in over two years and led to a book-to-bill ratio of 1.7. Activity in our Commercial & Other Industrial market has accelerated considerably, as this market accounted for almost one-half of our awards in the quarter, and the average project size that we are pursuing and winning has grown substantially, highlighted by our first megaproject order in the data center end market. Also, we won a very large LNG award to support a project along the U.S. Gulf Coast, as this market continues to exhibit favorable dynamics. Overall, our fiscal year is off to a great start, and our results continue to demonstrate both the breadth of investment in electrical infrastructure, as well as Powell's unique ability to deliver engineered-to-order solutions."
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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.
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- 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.
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- 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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- 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.
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