Powell Industries (NASDAQ:POWL) Releases Quarterly Earnings Results, Misses Estimates By $0.09 EPS

Powell Industries (NASDAQ:POWL) announced its quarterly earnings results on Monday. The industrial products company reported $1.25 EPS for the quarter, missing analysts’ consensus estimates of $1.34 by ($0.09), Zacks reports. The company had revenue of $296.62 million during the quarter, compared to the consensus estimate of $298.12 million. Powell Industries had a net margin of 16.51% and a return on equity of 29.44%. The business’s revenue was up 6.5% compared to the same quarter last year. During the same period last year, the company earned $3.81 earnings per share.

Powell Industries Stock Up 4.1%

POWL traded up $12.02 during trading hours on Wednesday, hitting $306.71. 200,995 shares of the company’s stock were exchanged, compared to its average volume of 770,206. The stock has a market cap of $11.17 billion, a price-to-earnings ratio of 59.75, a PEG ratio of 3.46 and a beta of 1.14. Powell Industries has a 1-year low of $54.75 and a 1-year high of $319.13. The stock’s 50-day moving average is $201.83 and its two-hundred day moving average is $155.11.

Powell Industries Cuts Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 17th. Stockholders of record on Wednesday, May 20th will be issued a $0.09 dividend. The ex-dividend date is Wednesday, May 20th. This represents a $0.36 dividend on an annualized basis and a dividend yield of 0.1%. Powell Industries’s dividend payout ratio (DPR) is 7.02%.

Powell Industries News Roundup

Here are the key news stories impacting Powell Industries this week:

• Positive Sentiment: Won a $400M+ data-center “mega” order and outlined a $70M–$100M capacity expansion option to support it — a revenue and backlog catalyst that supports multi‑year growth expectations. Powell outlines $70M-$100M capacity option as it lands $400M+ data center mega order
• Positive Sentiment: Order intake surged and backlog sits near $1.8B, signaling continued revenue visibility and supporting the company’s message of multi‑year growth. Powell Industries Signals Multi‑Year Growth After Record Orders
• Positive Sentiment: Market narrative: Powell is being cast as an AI infrastructure beneficiary (power equipment needed for hyperscale data centers), which has drawn thematic investor interest beyond the headline quarterly numbers. Why Powell Industries Rallied Today
• Positive Sentiment: Board declared a quarterly cash dividend of $0.09 per share, reinforcing capital‑return/stability signals to investors. Powell Industries Declares Quarterly Cash Dividend
• Neutral Sentiment: 2025 10‑K shows a largely steady risk profile with one new Regulation‑category risk disclosed; company says risk landscape remains stable. Powell Industries Signals Steady Risk Profile With No New Material Changes From 2025 10-K
• Negative Sentiment: Q2 results: EPS $1.25 missed consensus ~$1.34 and revenue ~$296.6M slightly missed estimates; margins slipped versus prior year — a short‑term earnings disappointment that bears watching for margin trends. Powell Industries Q2 Earnings & Revenues Miss Estimates

Wall Street Analyst Weigh In

Several equities research analysts have commented on the stock. JPMorgan Chase & Co. started coverage on shares of Powell Industries in a research note on Monday, April 27th. They issued an “overweight” rating and a $310.00 target price for the company. Wall Street Zen lowered shares of Powell Industries from a “buy” rating to a “hold” rating in a report on Saturday, March 7th. Glj Research began coverage on shares of Powell Industries in a research report on Thursday, March 5th. They issued a “hold” rating and a $150.00 price objective for the company. Cantor Fitzgerald lifted their target price on Powell Industries from $142.33 to $160.33 and gave the stock a “neutral” rating in a report on Thursday, February 5th. Finally, Weiss Ratings reissued a “buy (b-)” rating on shares of Powell Industries in a research note on Friday, April 24th. Two equities research analysts have rated the stock with a Strong Buy rating, three have given a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Buy” and an average target price of $184.25.

Insider Buying and Selling

In other news, EVP Michael William Metcalf sold 9,000 shares of the company’s stock in a transaction that occurred on Tuesday, March 31st. The stock was sold at an average price of $176.00, for a total transaction of $1,584,000.00. Following the sale, the executive vice president owned 83,400 shares in the company, valued at $14,678,400. This represents a 9.74% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Brett Alan Cope sold 4,440 shares of the company’s stock in a transaction on Thursday, April 9th. The stock was sold at an average price of $233.96, for a total transaction of $1,038,782.40. Following the sale, the chief executive officer directly owned 164,851 shares in the company, valued at $38,568,539.96. This trade represents a 2.62% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 248,688 shares of company stock valued at $44,535,053 in the last ninety days. 2.20% of the stock is owned by company insiders.

Institutional Investors Weigh In On Powell Industries

A number of institutional investors have recently made changes to their positions in the company. Greenline Wealth Management LLC acquired a new position in Powell Industries in the 4th quarter valued at $29,000. State of Wyoming acquired a new stake in shares of Powell Industries during the second quarter worth $33,000. Steward Partners Investment Advisory LLC boosted its position in shares of Powell Industries by 126.0% in the fourth quarter. Steward Partners Investment Advisory LLC now owns 113 shares of the industrial products company’s stock valued at $36,000 after acquiring an additional 63 shares during the period. Transamerica Financial Advisors LLC grew its stake in shares of Powell Industries by 362.1% in the fourth quarter. Transamerica Financial Advisors LLC now owns 134 shares of the industrial products company’s stock valued at $43,000 after acquiring an additional 105 shares in the last quarter. Finally, Smartleaf Asset Management LLC increased its position in Powell Industries by 24.5% during the fourth quarter. Smartleaf Asset Management LLC now owns 198 shares of the industrial products company’s stock worth $65,000 after acquiring an additional 39 shares during the period. Institutional investors own 89.77% of the company’s stock.

Powell Industries Company Profile

Powell Industries, Inc is an industrial electrical engineering company specializing in the design, manufacture and integration of customized power control and distribution solutions. The firm’s offerings range from medium‐voltage switchgear and power control centers to bus duct, motor control centers and specialty transformers. Powell also provides automation systems, protective relaying, metering, supervisory control and data acquisition (SCADA) platforms, and turnkey engineering services to help clients manage critical power infrastructure.

Serving the oil and gas, petrochemical, refining, utility, mining and industrial sectors, Powell’s products are engineered to meet demanding performance, safety and reliability requirements.