Powell Industries

POWL

Market cap $3.91B

Powell Industries (POWL) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

Zacks.com users have recently been watching Powell Industries (POWL) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Vision One initiated a 23,591-share holding in Powell Industries during the third quarter. , an estimated $7.19 million position This position, worth about $7.2 million at quarter-end, represents 4.5% of Vision One's 13F reportable assets under management.

POWL's much needed selloff is finally here, thanks to the deflating AI exuberance and the market's over reaction to the decelerating growth profile. I am of the opinion that the meltdown has triggered a notably improved margin of safety, arising from the cheap valuations, the rich cash flows, and the healthy balance sheet. This is on top of POWL's ability to monetize the ongoing utility upgrading cadence and the robust LNG capex tailwinds over the next few years.

Powell beat earnings expectations as the AI power buildout continues. However, order intake was down quarter-over-quarter.

Powell Industries, Inc. ( POWL ) Q4 2025 Earnings Call November 19, 2025 11:00 AM EST Company Participants Brett Cope - Chairman of the Board, President & CEO Michael Metcalf - Executive VP, CFO, Secretary & Principal Accounting Officer Conference Call Participants Ryan Coleman - Alpha IR Group LLC John Franzreb - Sidoti & Company, LLC Alfred Moore - ROTH Capital Partners, LLC, Research Division Jon Braatz - Kansas City Capital Associates Presentation Operator Welcome to the Powell Industries Earnings Conference Call. [Operator Instructions].

POWL posts strong Q4 gains as utility demand lifts revenues and earnings, with a solid backlog setting the stage for fiscal 2026.

Powell Industries delivered another earnings beat, driven by improved margins despite slower revenue growth, and maintains a solid balance sheet. POWL's Electric Utility and Light Rail Power segments showed strong growth, offsetting declines in Oil & Gas and Petrochemical, with optimism for a 2026 recovery in oil and gas. Recent investments in Remsdaq and Jacintoport support expansion in high-margin and LNG-related businesses while maintaining ample cash reserves for future growth.

Powell Industries (POWL) came out with quarterly earnings of $4.22 per share, beating the Zacks Consensus Estimate of $3.76 per share. This compares to earnings of $3.77 per share a year ago.

HOUSTON, Nov. 18, 2025 (GLOBE NEWSWIRE) -- Powell Industries, Inc. (NASDAQ: POWL), a leading supplier of custom-engineered solutions for the management, control and distribution of electrical energy, today announced results for the fourth quarter and full year Fiscal 2025 ended September 30, 2025. All comparisons are to the comparable periods of Fiscal 2024, unless otherwise noted.         Fourth Quarter Key Highlights: