$POWL

POWELL INDUSTRIES INC

1
0
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$1.4M
Williams Richard E
100%
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Here's Why Investors Should Retain Powell Industries Stock in Portfolio Now

Powell Industries (POWL) reported Q3 2026 revenue growth of 9% to $311.7M, driven by commercial and electric utility sectors. The company's backlog reached $2.4B, with new orders up 158% YoY. POWL is expanding manufacturing capacity and increased its dividend by 0.9%. Despite cost pressures, the stock is up 69.8% YTD. Other mentioned stocks: NSSC, ENS, RBC.

Powell Industries Eyes Record Revenue as Data Center Backlog Powers Growth

Powell Industries (POWL) reports strong data center demand, with backlog extending into 2028. The company expects significant growth for 3-5 years, driven by high-voltage systems and new customer segments. Powell differentiates itself with integrated solutions and automation. It has $600M cash, no debt, and plans capacity expansions. Management sees potential in service revenue from its installed base.

POWL sentiment & insider activity

Over the past 7 days, alphai's AI scored 1 news story mentioning POWL (POWELL INDUSTRIES INC). Coverage has skewed bullish: 1 bullish, 0 neutral, and 0 bearish.

Recent POWL coverage spans earnings, market movers and macro economy.

In the last 30 days, POWL insiders filed 2 SEC Form 4 transactions — no purchases and 2 sales ($1.4M). The most active reporter was Williams Richard E with 1 filing. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.

What's driving POWL

alphai scores every news story that mentions POWL with an AI model for sentiment and relevance, and aggregates insider trades from POWELL INDUSTRIES INC's SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $POWL

Score

Here's Why Investors Should Retain Powell Industries Stock in Portfolio Now

Powell Industries (POWL) reported Q3 2026 revenue growth of 9% to $311.7M, driven by commercial and electric utility sectors. The company's backlog reached $2.4B, with new orders up 158% YoY. POWL is expanding manufacturing capacity and increased its dividend by 0.9%. Despite cost pressures, the stock is up 69.8% YTD. Other mentioned stocks: NSSC, ENS, RBC.

$POWLMed

Powell Industries Eyes Record Revenue as Data Center Backlog Powers Growth

Powell Industries (POWL) reports strong data center demand, with backlog extending into 2028. The company expects significant growth for 3-5 years, driven by high-voltage systems and new customer segments. Powell differentiates itself with integrated solutions and automation. It has $600M cash, no debt, and plans capacity expansions. Management sees potential in service revenue from its installed base.

$FIXMed

This $10 Billion ETF Owns the Companies Wiring America’s $68 Billion Data Center Boom

First Trust RBA American Industrial Renaissance ETF (AIRR) with about $10B in assets is highlighted as a concentrated proxy for hyperscaler data center capex. The article cites holdings such as Comfort Systems (FIX), EMCOR (EME), Sterling Infrastructure (STRL), and Powell Industries (POWL), noting strong YTD gains and recent pullbacks, plus EMCOR’s $17.14B remaining performance obligations. It also discusses a September rebalance risk.

$POWLMedAI 9/10

Powell Industries (POWL) Q3 2026 Earnings Call Transcript

Powell Industries (POWL) reported Q3 FY2026 revenue of $312 million, up 9% year over year, and diluted EPS of $1.42, up 8%. New orders rose to $934 million, up 158%, lifting backlog to a record $2.4 billion. Management cited data center demand over $400 million and a debt-free balance sheet with $634 million liquidity.

5 Insightful Analyst Questions From Powell’s Q2 Earnings Call

Powell (POWL) reported Q2 CY2026 revenue of $311.7 million versus $316.9 million expected and adjusted EPS of $1.42 versus $1.49. Management attributed year-on-year sales growth to order strength in commercial, electric utility, and oil and gas, plus data center and LNG wins, while project-based revenue timing added variability. Backlog was $2.4 billion, up 71.4% YoY.

$ARMMed

Stock Indices Rally on Strong Tech Earnings and US-Iran Peace Hopes

US stock indices rose to record highs as investors weighed strong Q2 tech earnings expectations. Bloomberg Intelligence projects Q2 earnings up about 23% for S&P 500, with 86% of 322 reporters beating estimates. Markets priced a 59% chance of a 25 bp Fed hike and 85% for an ECB hike. SOX and AI chip stocks led; oil fell and energy stocks lagged.

$POWLMed

Powell Industries, Inc. Q3 2026 Earnings Call Summary

Powell Industries reported Q3 2026 record orders of $934 million, citing data center demand and strength in U.S. LNG and electric utilities. Revenue rose 9%, with gross margin at 30.6%. Backlog visibility extends into FY2028, with about $1.3 billion expected to convert in 12 months. The company plans capacity expansion and evaluates $70–$100 million greenfield investment.

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