Company Performance - Powell Industries (POWL) closed at $193.23, reflecting a +1.1% change from the previous trading day, which lagged behind the S&P 500's gain of 1.47% [1] - Over the past month, shares of Powell Industries have appreciated by 12.52%, outperforming the Industrial Products sector's loss of 1.14% and the S&P 500's loss of 0.47% [1] Upcoming Earnings - The upcoming earnings release for Powell Industries is scheduled for May 6, 2025, with an expected EPS of $3.34, indicating a 21.45% increase compared to the same quarter last year [2] - The Zacks Consensus Estimate for revenue is projecting net sales of $277.33 million, which is an 8.71% increase from the year-ago period [2] Full Year Projections - For the full year, the Zacks Consensus Estimates project earnings of $13.71 per share and revenue of $1.11 billion, reflecting changes of +11.55% and +9.6% respectively from the previous year [3] Analyst Estimates - Recent modifications to analyst estimates for Powell Industries indicate changing near-term business trends, with positive revisions suggesting optimism about the company's outlook [4] - The Zacks Rank system, which integrates estimate changes, currently ranks Powell Industries as 3 (Hold) [6] Valuation Metrics - Powell Industries is trading with a Forward P/E ratio of 13.95, compared to the industry average of 19.95, suggesting it is trading at a discount [7] - The company has a PEG ratio of 1, while the Manufacturing - Electronics industry has an average PEG ratio of 1.75 [8] Industry Context - The Manufacturing - Electronics industry, part of the Industrial Products sector, holds a Zacks Industry Rank of 44, placing it in the top 18% of over 250 industries [8] - The strength of individual industry groups is measured by the Zacks Industry Rank, with the top 50% rated industries outperforming the bottom half by a factor of 2 to 1 [9]

HOUSTON, April 22, 2025 (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 it will release results for the fiscal second quarter ended March 31, 2025 on Tuesday, May 6, 2025 after the market closes. In conjunction with the release, Powell Industries has scheduled a conference call, which will be broadcast live within the Investor Relations section of the Company’ ...

The latest trading session saw Powell Industries (POWL) ending at $167.24, denoting a +0.17% adjustment from its last day's close. The stock's change was more than the S&P 500's daily gain of 0.13%. On the other hand, the Dow registered a loss of 1.33%, and the technology-centric Nasdaq decreased by 0.13%.Shares of the energy equipment company have depreciated by 8.02% over the course of the past month, outperforming the Industrial Products sector's loss of 10.03% and lagging the S&P 500's loss of 6.3%.Mark ...

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Group 1 - Powell Industries (NASDAQ: POWL) is identified as a key player in the reliable electrical power systems sector [1] - The stock has experienced a 20% decline since the last coverage, leading to a significant adjustment in valuation [1] - Despite the stock price drop, there have been no fundamental changes in the company's performance [1] Group 2 - The analysis emphasizes the importance of long-term fundamentals in driving share prices, suggesting a focus on predicting earnings per share [1]

Group 1: Stock Performance - Powell Industries (POWL) closed at $173.22, with a slight increase of +0.15% from the previous day, underperforming the S&P 500 which gained 1.81% [1] - Over the last month, POWL shares increased by 3.77%, outperforming the Industrial Products sector's decline of 11.25% and the S&P 500's loss of 6.14% [1] Group 2: Upcoming Financial Results - Powell Industries is projected to report earnings of $3.34 per share, reflecting a year-over-year growth of 21.45% [2] - The consensus estimate for revenue is $277.33 million, indicating an 8.71% increase from the same quarter last year [2] Group 3: Annual Forecast - For the entire year, Zacks Consensus Estimates forecast earnings of $13.71 per share and revenue of $1.11 billion, representing changes of +11.55% and +9.6% respectively compared to the previous year [3] Group 4: Analyst Estimates and Outlook - Recent modifications to analyst estimates for Powell Industries suggest a favorable outlook on the company's business health and profitability [4] - The Zacks Rank system, which evaluates these estimates, currently assigns Powell Industries a rank of 3 (Hold) [6] Group 5: Valuation Metrics - Powell Industries has a Forward P/E ratio of 12.62, which is lower than the industry average of 17.74, indicating it may be trading at a discount [7] - The company has a PEG ratio of 0.9, compared to the Manufacturing - Electronics industry's average PEG ratio of 1.65 [8] Group 6: Industry Performance - The Manufacturing - Electronics industry, part of the Industrial Products sector, holds a Zacks Industry Rank of 37, placing it in the top 15% of over 250 industries [8] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [9]

Core Insights - Powell Industries, Inc. (POWL) has demonstrated strong momentum due to its solid presence and improving conditions in the oil, gas, and petrochemical markets, with a 24.4% year-over-year revenue growth to $241.4 million in Q1 fiscal 2025 [1][2] Market Performance - The company benefits from favorable trends in energy transition projects, including biofuels, carbon capture, and hydrogen, which have positively impacted its performance [2] - Significant project awards and high investments in LNG and related gas processing have positioned POWL as a leading supplier of critical electrical infrastructure [2] Diversification and Growth - POWL's diversification beyond core markets has enhanced its market share in utility, commercial, and other industrial sectors, capitalizing on global electrification and digitalization trends [3] - The company reported a strong backlog of $1.3 billion at the end of Q1 fiscal 2025, with new orders totaling $269 million compared to $198 million in the same quarter last year [3] Shareholder Returns - POWL is committed to rewarding shareholders, distributing $3.2 million in dividends in the first three months of 2025, and increasing its fiscal 2024 dividends by 2.4% year-over-year to $12.7 million [4] Cost Challenges - Despite positive performance, POWL faces challenges from high operating costs, with a 24.8% year-over-year increase in cost of sales in Q1 fiscal 2025 due to rising raw material costs [8] - Selling, general, and administrative expenses also rose by 5.6% during the same period, with cost of sales climbing 34% year-over-year in fiscal 2024 [8] Supply Chain Issues - The company relies on various raw materials, including steel, copper, and aluminum, and ongoing supply-chain constraints may inflate costs and impact margins [9]

Company Overview - Powell Industries is headquartered in Houston, TX, and specializes in manufacturing and supplying custom-engineered equipment and systems for distributing, controlling, and monitoring electrical energy flow [12] - The company was founded in 1947 and employs 2,748 individuals as of September 30, 2024 [12] - Key products include integrated power control room substations, electrical houses, medium-voltage circuit breakers, monitoring and control communications systems, switches, motor control centers, bus duct systems, and arc-resistant distribution switchgears [12] Investment Potential - Powell Industries holds a Zacks Rank of 3 (Hold) and has a VGM Score of A, indicating strong potential for growth investors [13] - The company is forecasted to achieve year-over-year earnings growth of 11.6% for the current fiscal year [13] - An upward revision of earnings estimates by one analyst in the last 60 days has led to an increase in the Zacks Consensus Estimate by $0.01 to $13.71 per share [13] - Powell Industries has an average earnings surprise of 33.3%, suggesting a strong performance relative to expectations [13] - With a solid Zacks Rank and top-tier Growth and VGM Style Scores, Powell Industries is recommended for investors' consideration [14]

Powell Industries (POWL) closed the latest trading day at $181.51, indicating a +0.01% change from the previous session's end. This change lagged the S&P 500's 1.08% gain on the day. On the other hand, the Dow registered a gain of 0.92%, and the technology-centric Nasdaq increased by 1.41%.Heading into today, shares of the energy equipment company had lost 12.98% over the past month, lagging the Industrial Products sector's loss of 6.99% and the S&P 500's loss of 8.26% in that time.The investment community ...

Core Viewpoint - The stock markets have faced a significant downturn due to escalating trade war concerns, impacting investor sentiment and leading to a decline in Powell Industries, Inc. (POWL) shares [1][2]. Group 1: Stock Performance - POWL shares have decreased by 15.8% in the past month, which is worse than the broader electronics manufacturing industry and the S&P 500, which declined by 5% and 7.5%, respectively [2]. - Despite the recent downturn, POWL's shares have increased by 19.9% over the past year, outperforming the S&P 500's growth of 10.1% and the industry's decline of 14.4% [4]. Group 2: Market Drivers - The oil & gas and electric utility markets are the strongest drivers of POWL's business, with revenues from these sectors growing by 14.5% and 26% year over year in the first quarter of fiscal 2025 [6]. - Increasing demand for electrical power from data centers presents new growth opportunities for POWL, with strong bookings in the electric utility and commercial markets in the U.S. [7]. Group 3: Financial Metrics - POWL's backlog increased to $1.3 billion at the end of the fiscal first quarter, with new orders totaling $269 million, reflecting a solid volume of small and medium-sized awards [8]. - The company is investing approximately $11 million in facility expansion at its Houston product factory, expected to be completed by mid-fiscal 2025 [9]. Group 4: Shareholder Returns - In February 2025, POWL increased its quarterly dividend by about 1% to 26.75 cents per share, supported by a strong liquidity position with cash equivalents of $325.6 million and no long-term debt [10]. Group 5: Valuation - POWL stock has a forward 12-month price-to-earnings ratio of 12.64X, significantly below the industry average of 21.65X, indicating an attractive valuation for investors [11]. Group 6: Cost Challenges - POWL is facing high operating costs, with the cost of sales rising by 24.8% year over year in the first quarter of fiscal 2025, and selling, general, and administrative expenses increasing by 5.5% [14]. - Material costs represented 47% of the company's revenues in fiscal 2024, indicating ongoing pressure from raw material prices [15]. Group 7: Earnings Estimates - Earnings estimates for the second quarter of fiscal 2025 have decreased by 0.9% to $3.34 per share over the past 60 days [18].