$POWL

Four Nasdaq-listed industrial tech companies—Littelfuse (LFUS), Cognex (CGNX), Advanced Energy (AEIS), and Powell Industries (POWL)—are benefiting from AI-driven demand and paying dividends. LFUS has the highest yield (0.79%) and longest dividend growth record. CGNX reported record Q3 revenue ($313.39M) and raised EPS guidance. AEIS saw Q3 revenue surge 50.3% to $696.4M. POWL has a record backlog ($2.4B) but missed EPS estimates.

Powell Industries (POWL) reported record orders of $934M and a backlog exceeding $2B, raising questions about future cash flow conversion. The company's stock, trading around $133, is analyzed using a Discounted Cash Flow (DCF) model, which suggests it may be undervalued by 20%. Management's execution of the backlog and operational demands are key factors in this valuation.

POWELL INDUSTRIES INC (POWL) filed an SEC Form 8-K — Other Events. Exhibit 99.1 PRESS RELEASE For Immediate Release Contact: Michael Metcalf, CFO Powell Industries, Inc. 713-947-4422 Robert Winters Alpha IR Group POWL@alpha-ir.com 312-445-2870 Powell Industries Declares Quarterly Cash Dividend HOUSTON — November 3, 2026 — Powell Industries, Inc.

Powell Industries (POWL) declared a $0.09 quarterly dividend, payable December 16, 2026, to shareholders on record November 18, 2026. No prior dividend comparison was provided.

Powell Industries' corporate controller, Ni Ping, sold 700 shares for $116,997 at $167.14 each. The stock is down 9% this week but up 56% year-to-date. Q3 revenue was $312M, missing estimates by 1.46%. Cantor Fitzgerald lowered its price target to $235, maintaining a Neutral rating.

Ni Ping (Corp Controller) sold 700 shares of POWELL INDUSTRIES INC (POWL) at $167.14 ($0.12M total) on 2026-10-16.

Powell Industries (POWL) shares fell 5.7% in a sector-wide selloff, but still up 68.3% year-to-date. Analysts debate its valuation, with some seeing it as 41% undervalued at $333, while others note its high P/E ratio of 37.7x. Growth in LNG and automation projects supports bullish outlook, but risks include softer demand and margin squeeze.

Powell (POWL) reported Q2 revenue of $311.7M, up 8.9% YoY but missing estimates. Methode Electronics (MEI) reported $265.4M, up 10.4% YoY, beating revenue estimates but missing EPS and EBITDA. LSI (LYTS) reported $234.6M, up 51.3% YoY, beating all estimates. All stocks declined post-earnings.

Garrett Motion (GTX) rose 30.3% post-earnings, trading at $95.07. Powell (POWL) missed estimates, down 13.1% at $191.00. Verra Mobility (VRRM) beat revenue expectations but missed guidance, down 46.2% at $3.02. Sanmina (SANM) reported strong growth, up 6.4% at $222.34. Market focus shifted from AI to geopolitics and back to fundamentals.

COPE BRETT ALAN (President & CEO) sold 4,799 shares of POWELL INDUSTRIES INC (POWL) at $187.67 ($0.90M total) on 2026-09-30.