Pulling SEC filings + quote and writing the call…

POWELL INDUSTRIES INC
Next earnings Aug 3, 2026 · consensus $1.50 EPS, $322M rev
Last earnings -2.0% on 2026-05-04
Debt-free electrical-equipment maker riding LNG, grid and data-center demand — 28% ROE, record backlog, fair 20x.
Sources: SEC EDGAR (CIK 0000080420, latest 10-Q filed 2026-05-05) · EODHD · analysis by claude-code · as of 6/21/2026, 8:48:20 PM.
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Quality fundamentals and an attractive price line up (~63% below fair value) — the rarer case where both the business and the entry look good.
Powell Industries designs custom electrical distribution and control equipment for oil & gas, utility, and industrial markets, and it is in the sweet spot of several demand waves. FY2025 revenue rose 9.1% to $1.10B and net income jumped 20.6% to $181M, capping an extraordinary multi-year ramp (net income up from $13.7M in FY2022 to $181M). Margins expanded — gross margin 29.4%, operating margin 19.7%, net margin 16.4% — and ROE is a standout 28.2%. EPS climbed 20.9% to $14.86.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $471M | $533M | $699M | $1.01B | $1.10B |
| Gross profit | $75.1M | $85.0M | $148M | $273M | $324M |
| Operating income | $1.02M | $7.22M | $62.5M | $179M | $218M |
| Net income | $631K | $13.7M | $54.5M | $150M | $181M |
| Diluted EPS | $0.05 | $1.15 | $4.50 | $12.29 | $14.86 |
| Net margin | 0.1% | 2.6% | 7.8% | 14.8% | 16.4% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1046 tracked peers · median
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Last 90 days: 0 open-market buys · 34 sales
| 2026-06-11 | COPE BRETT ALAN President & CEO | Sell | 4.44K @ $272.64 | $1.21M |
| 2026-05-28 | Singh Mohit Director | Sell | 1.35K @ $293.21 | $396K |
| 2026-05-14 | COPE BRETT ALAN President & CEO | Sell | 4.44K @ $301.00 | $1.34M |
| 2026-05-14 | Williams Richard E Director | Sell | 4.37K @ $298.88 | $1.31M |
| 2026-05-14 | Williams Richard E Director | Sell | 740.00 @ $300.66 | $222K |
| 2026-05-14 | Williams Richard E Director | Sell | 140.00 @ $301.05 | $42.1K |
| 2026-05-11 | Mauney William Marshall Jr Vice President, R&D | Sell | 927.00 @ $321.86 | $298K |
| 2026-05-11 | Mauney William Marshall Jr Vice President, R&D | Sell | 386.00 @ $322.70 | $125K |
| 2026-05-11 | Mauney William Marshall Jr Vice President, R&D | Sell | 176.00 @ $323.82 | $57.0K |
| 2026-05-11 | Mauney William Marshall Jr Vice President, R&D | Sell | 313.00 @ $324.87 | $102K |
| 2026-05-11 | Mauney William Marshall Jr Vice President, R&D | Sell | 623.00 @ $325.97 | $203K |
| 2026-05-11 | Mauney William Marshall Jr Vice President, R&D | Sell | 66.00 @ $327.06 | $21.6K |
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.