分组1 - Powell Industries reported quarterly earnings of $3.4 per share, exceeding the Zacks Consensus Estimate of $2.85 per share, and showing an increase from $2.86 per share a year ago, resulting in an earnings surprise of +19.30% [1] - The company posted revenues of $251.18 million for the quarter ended December 2025, which was 2.44% below the Zacks Consensus Estimate, but an increase from $241.43 million year-over-year [2] - Powell Industries has surpassed consensus EPS estimates in all four of the last quarters and has topped consensus revenue estimates two times during the same period [2] 分组2 - The stock has gained approximately 38.1% since the beginning of the year, significantly outperforming the S&P 500's gain of 1.9% [3] - The current consensus EPS estimate for the upcoming quarter is $3.71, with expected revenues of $295.84 million, and for the current fiscal year, the EPS estimate is $15.45 on revenues of $1.18 billion [7] - The Manufacturing - Electronics industry, to which Powell Industries belongs, is currently ranked in the top 40% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8]

Financial Performance - Revenues for Q1 Fiscal 2026 totaled $251 million, a 4% increase from $241 million in Q1 Fiscal 2025[5] - Gross profit reached $71 million, representing 28.4% of revenue, a 20% increase compared to $59 million, or 24.7% of revenue, in the prior year[8] - Net income was $41 million, or $3.40 per diluted share, up 19% from $34.8 million, or $2.86 per diluted share, in the previous year[10] Orders and Backlog - New orders amounted to $439 million, a significant 63% increase from $269 million in the prior year, driven by strong activity in the Commercial & Other Industrial sector[9] - Backlog as of December 31, 2025, totaled $1.6 billion, reflecting a 16% increase compared to the same period last year[10] Market Performance - The Electric Utility market saw a revenue increase of 35%, while the Oil & Gas market grew by 2%[7] - The company secured its first megaproject order in the data center market, valued at approximately $75 million, contributing to over $100 million in total data center orders for the quarter[9] Financial Position and Outlook - Cash and short-term investments were $501 million as of December 31, 2025, up from $476 million at the end of the previous quarter[19] - The outlook for Fiscal 2026 remains positive, with expectations of sustained order activity driven by growing demand for electrical energy and LNG market recovery[11] - The company maintains a strong cash position with no debt, positioning itself well for future growth and value creation[11]

Core Insights - Powell Industries, Inc. reported strong first-quarter results for Fiscal 2026, driven by solid project execution and high order activity, achieving a gross margin of 28.4% despite typical seasonality and lower volumes [3][4]. Financial Performance - Revenues reached $251.2 million, a 4% increase from $241.4 million in the prior year, but a 16% decline from $298.0 million in the previous quarter [4]. - Gross profit was $71.4 million, representing 28.4% of revenue, which is a 20% increase compared to $59.5 million (24.7% of revenue) in the prior year, but a 24% decrease from $93.5 million (31.4% of revenue) in the previous quarter [5]. - Net income was $41.4 million, or $3.40 per diluted share, a 19% increase from $34.8 million ($2.86 per diluted share) in the prior year, but a 20% decline from $51.4 million ($4.22 per diluted share) in the previous quarter [7]. Order Activity - New orders totaled $439 million, a significant increase of 63% compared to $269 million in the prior year and $271 million in the previous quarter, driven by strong bookings in the Commercial & Other Industrial sector [6][8]. - The backlog as of December 31, 2025, was $1.6 billion, reflecting a 14% increase from September 30, 2025, and a 16% increase from December 31, 2024 [7]. Market Dynamics - The company noted a strong demand for electrical energy, particularly in the Electric Utility and LNG markets, which are expected to sustain order activity [9]. - The rapid development of data centers and AI investments is creating larger opportunities in the Commercial & Other Industrial market, evidenced by the first megaproject order in the data center sector [3][9]. Cash Position - As of December 31, 2025, cash and short-term investments totaled $501 million, indicating a strong liquidity position [8].

HOUSTON, Feb. 03, 2026 (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 that its Board of Directors has approved an increase to the quarterly cash dividend on the Company’s common stock to $0.27 per share, equating to an annualized dividend of $1.08 per share from the current $1.07 per share. The dividend is payable on March 18, 2026, to shareholders of record at th ...

Powell Industries ( POWL ) was founded in 1947. Through the decades, it has gained a reputation for itself in designing, developing, and manufacturing custom-engineered equipment and systems. Their custom-engineered equipment and systems help large-scale businesses to control, distribute, andI am a financial writer with a degree in Finance. In my five-year career, I have worked with two financial companies. I keep a close eye on Energy, Banking, and Tech stocks. My main focus is fundamental analysis and loo ...

Company Overview - Powell Industries (POWL) was founded in 1947 and has established a reputation for designing, developing, and manufacturing custom-engineered equipment and systems [1]. Industry Focus - The company specializes in providing solutions that help large-scale businesses control and distribute energy effectively [1]. Analyst Insights - The analysis emphasizes a focus on fundamental analysis and long-term stock positions, particularly in the Energy, Banking, and Tech sectors [1].

Core Viewpoint - Powell Industries (POWL) has shown significant stock performance with a 43.34% increase over the past month, outperforming both the Industrial Products sector and the S&P 500 [1] Company Performance - Powell Industries closed at $443.12, reflecting a -3.02% change from the previous day, which is a lag compared to the S&P 500's loss of 0.43% [1] - The upcoming earnings report is scheduled for February 3, 2026, with projected EPS of $2.85, indicating a 0.35% decrease year-over-year, while revenue is expected to be $257.47 million, a 6.64% increase from the same quarter last year [2] - For the annual period, earnings are anticipated at $15.45 per share and revenue at $1.18 billion, representing increases of +3.97% and +6.63% respectively from the previous year [3] Analyst Estimates - Recent adjustments to analyst estimates for Powell Industries indicate a positive outlook, with the Zacks Consensus EPS estimate rising by 1.19% in the past month [5] - Powell Industries currently holds a Zacks Rank of 3 (Hold), which reflects a neutral sentiment among analysts [5] Valuation Metrics - The Forward P/E ratio for Powell Industries is 29.58, which is higher than the industry average of 24.76, suggesting a premium valuation [6] - The company has a PEG ratio of 2.11, compared to the industry average PEG ratio of 2.02, indicating a similar growth expectation relative to earnings [7] Industry Context - Powell Industries operates within the Manufacturing - Electronics industry, which is part of the Industrial Products sector, currently ranked 154 out of over 250 industries, placing it in the bottom 38% [8]

Group 1 - The impressive growth of the company is attributed to its focus on "execution" and productivity improvements [1] - Robert F. Abbott has been managing investments since 1995 and has incorporated options strategies since 2010 [1] Group 2 - No stock or derivative positions are held by the analyst in the companies mentioned [2] - The article reflects the author's opinions and is not influenced by compensation from any company [2]

Core Viewpoint - Powell Industries, Inc. is set to release its fiscal first quarter results for the period ending December 31, 2025, on February 3, 2026, after market close, followed by a conference call on February 4, 2026, at 11:00 a.m. eastern time [1]. Group 1 - The earnings conference call will be accessible via phone and online, with specific dialing instructions provided for both domestic and international participants [2]. - A telephonic replay of the conference call will be available until February 11, 2026, and a webcast archive will be accessible for approximately 90 days after the call [2]. - Powell Industries specializes in custom-engineered equipment and systems for the distribution, control, and monitoring of electrical energy, serving large industrial customers across various sectors [3].

Industry Overview - The Zacks Manufacturing - Electronics industry is experiencing stable demand due to the electronic services end market, increased adoption of advanced manufacturing technologies, and product innovation efforts [1] - A surge in e-commerce activities is expected to further support the industry's growth [1] Industry Challenges - A slowdown in the manufacturing sector and supply-chain issues are negatively impacting the performance of some industry participants [2] - The manufacturing sector has contracted for ten consecutive months, with the Manufacturing PMI at 47.9% in December, indicating a contraction in manufacturing activity [6] Industry Trends - Demand across key end markets remains stable despite manufacturing slowdowns, with electronics manufacturers benefiting from the integration of advanced electronic components [4] - Companies are increasingly investing in digitization to enhance operational productivity, product quality, and reduce costs [5] Industry Performance - The Zacks Manufacturing - Electronics industry has underperformed compared to the broader sector and the S&P 500, growing 5.4% over the past year, while the sector rose 10.3% and the S&P 500 increased by 19.4% [10] Current Valuation - The industry is currently trading at a forward 12-month Price-to-Earnings (P/E) ratio of 22.27X, which is above the sector's P/E of 21.68X but below the S&P 500's P/E of 23.38X [13] Notable Companies - **Powell Industries, Inc. (POWL)**: Engaged in manufacturing custom-engineered equipment, benefiting from strong project activity in electric utility and industrial markets, with shares up 55.2% in the past year [18][19] - **Emerson Electric Co. (EMR)**: Offers a range of products and services, experiencing solid momentum in the Final Control business, with shares gaining 18.9% in the past year [22][23] - **Eaton Corporation plc (ETN)**: A diversified power management company benefiting from rising demand in AI-data centers, with shares down 3.7% over the past year but up 5.6% in the past month [26][27] - **EnerSys (ENS)**: Focused on industrial batteries, well-positioned due to strong momentum in aerospace and defense markets, with shares rising 19.2% in the past year [30][31]