Powell Industries (POWL)
Engineers custom switchgear, power control rooms and automation systems for industrial power distribution.
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Engineers and manufactures custom power control rooms, E-Houses, switchgear, circuit breakers and automation systems for oil and gas, utilities, data centers and other industrial sites. Revenue comes largely from complex, fixed-price projects tailored to end users or engineering contractors.
Designs, manufactures and services custom-engineered systems that distribute, control and monitor electrical power. Core offerings include integrated power control rooms, E-Houses, switchgear, medium-voltage circuit breakers, motor control centers, bus duct and monitoring and automation systems; Remsdaq adds SCADA remote terminal units for substations.
Serves oil and gas facilities, including LNG, petrochemical plants, electric utilities, data centers and other industrial sites, with additional work in light-rail traction power. Business is concentrated in the United States, while operations in Canada and the United Kingdom support international work. Application engineering, project management and systems integration combine components into customer-specific packages.
Revenue comes primarily from long-term fixed-price contracts recognized over time. Large, complex projects are often nonrecurring, so award timing, execution costs and customer capital spending shape results.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 14, 2026 | Cantor Fitzgerald | Reiterate | Rating: —Target: $427 | Target: $235 |
| May 6, 2026 | Roth Capital | Target | Target: $285 | Target: $333 |
| Apr 29, 2026 | Roth Capital | Target | Target: $585 | Target: $285 |
| Feb 5, 2026 | Roth Capital | Target | Target: $450 | Target: $585 |
| Jan 23, 2026 | Cantor Fitzgerald | Target | Target: — | Target: $427 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $633.6M · Total debt $2.5M · Total assets $1.41B · Shareholders' equity $756.2M
- Revenue
- $311.7M
- Operating income
- $64.1M
- Net income
- $52.2M
HistoryDividendAnnual yield
| Institutions | ≈ 73.76% | 26.87M shares | |
|---|---|---|---|
| 611 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 4.21% | 1.53M shares | |
| 21 holders · as of Aug 17, 2026 | |||
| Other | ≈ 22.03% | 8.03M shares | |
| remainder | |||
36.43M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
A stock split fell inside the quarter, so quarter-on-quarter changes are not shown.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 9.91% | 3.61M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 4.28% | 1.56M | as of Jun 30, 2026 |
First Trust Advisors LPInstitution | 3.92% | 1.43M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 3.52% | 1.28M | as of Jun 30, 2026 |
Dimensional Fund Advisors LPInstitution | 2.68% | 974,940 | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 14, 2026 | Richard E. Williams | director | −2,250 | $203.05 |
| Aug 13, 2026 | Brett Alan Cope | director, officer: President & CEO | −4,500 | $207.01 |
| Jul 9, 2026 | Brett Alan Cope | director, officer: President & CEO | −4,440 | $241.55 |
| Jul 1, 2026 | Brett Alan Cope | director, officer: President & CEO | −36,000 | $0.0100 |
| Jun 30, 2026 | Michael William Metcalf | officer: Exec Vice President | −4,500 | $284.64 |
- Eaton
Broadest North American rival: switchgear, MCCs, e-Houses, data-center power.
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GE's grid spinoff; HV/MV switchgear and digital substation overlap.
- nVent Electric
Enclosures-to-switchgear specialist; Avail deal adds bus and switchgear overlap.
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Powell Industries | $192.43 | +2.60% | $6.83B | 36.0 | 30.9 | 5.9 | +8.9% |
| Eaton | $442.25 | +1.57% | $169.08B | 44.3 | 29.4 | 5.6 | +21.4% |
| GE Vernova | $955.57 | +0.99% | $252.01B | 27.2 | 46.4 | 6.1 | +21.9% |
| nVent Electric | $162.98 | +2.22% | $25.78B | 43.7 | 28.1 | 5.3 | +52.8% |
| Median | 43.7 | 29.4 | 5.6 | +21.9% |