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POWL is riding strong utility and industrial demand, record orders and a $2.4B backlog while expanding capacity to support growth.
Powell Industries (POWL) reported earnings 30 days ago. What's next for the stock?
Powell Industries, Inc. (POWL) Presents at 17th Annual Midwest IDEAS Conference Transcript
Powell Industries NASDAQ: POWL said it is on track to surpass the more than $1 billion in revenue it generated last year, supported by demand for medium-voltage electrical equipment from data centers, utilities and industrial customers.
BlackRock Inc. bought a new stake in shares of Powell Industries, Inc. (NASDAQ: POWL) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 3,608,659 shares of the industrial products company's stock, valued at approximately $1,033,376,000. BlackRock Inc. owned 9.91% of
Abacus FCF Advisors LLC purchased a new stake in Powell Industries, Inc. (NASDAQ: POWL) in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 26,037 shares of the industrial products company's stock, valued at approximately $7,456,000. Abacus FCF Advisors LLC owned 0.07%
The First Trust RBA American Industrial Renaissance ETF (NYSEARCA:AIRR) has quietly become one of the purest public-market proxies for the AI data center buildout.
Decelerating growth pains have negated Powell's growing backlog and richer margins, with the expensive P/E of 40x also contributing to its mixed investment thesis. Capacity expansion is underway, with management targeting over 20% YoY growth by FY2026 as they evaluate a new facility for further upside from H2'27 onwards. FQ4'26 is unlikely to enjoy a similar new order profile as that of FQ3'26, as POWL hints at smaller pipelines along the sub-$100M to $200M ranges.