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Powell Industries Backlog Surges On Mega Data Center And Utility Wins
Simply Wall St.81d agobullish
Powell Industries Backlog Surges On Mega Data Center And Utility Wins

Powell Industries secured a mega data center contract and sizable electric utility orders, with individual deals valued in the tens and hundreds of millions of dollars. These wins have contributed to a record project backlog and strong bookings growth for the company. The new contracts indicate a larger role for Powell Industries in power infrastructure for both data centers and traditional utilities. For investors watching NasdaqGS:POWL, these contract wins come on top of a share price of...

Powell Industries (POWL) Rallied on Robust Momentum in Orders and Backlog
Insider Monkey89d agoneutral
Powell Industries (POWL) Rallied on Robust Momentum in Orders and Backlog

Polen Capital, an investment management company, released its first-quarter 2025 investor letter for “Polen 5Perspectives Small Growth Strategy”. A copy of the letter is available to download here. Polen 5Perspectives Small Growth Composite Portfolio returned 3.3% gross and 3.0% net of fees, respectively, in the first quarter of 2026, compared to the -2.8% return of […]

Powell Industries (POWL) Valuation Check After Record AI Data Center Order And Strong Utility Demand
Simply Wall St.89d agoneutral
Powell Industries (POWL) Valuation Check After Record AI Data Center Order And Strong Utility Demand

Powell Industries (POWL) has grabbed investor attention after securing a data center order of more than US$400 million, its largest ever. The order is directly tied to powering AI infrastructure and is accompanied by additional mega utility and data center contracts. See our latest analysis for Powell Industries. The recent data center win comes after a strong run in the stock, with a 30 day share price return of 31.38% and a year to date share price return of 156.02%. The 1 year total...

How Powell Industries (POWL) Became a Direct Play on AI’s Power Bottleneck
Insider Monkey90d agoneutral
How Powell Industries (POWL) Became a Direct Play on AI’s Power Bottleneck

Powell Industries, Inc. (NASDAQ:POWL) is one of the best grid modernization stocks to buy for AI infrastructure. On May 4, Powell Industries, Inc. (NASDAQ:POWL) said it was awarded a data center order worth more than $400 million after the end of its fiscal second quarter, calling it the largest order in company history. The order […]

5 Insightful Analyst Questions From Powell’s Q1 Earnings Call
StockStory90d agoneutral
5 Insightful Analyst Questions From Powell’s Q1 Earnings Call

Powell’s first quarter results sparked a positive market reaction, with the company’s backlog growth and robust order activity offsetting headline misses on revenue and non-GAAP profitability. Management attributed the quarter’s performance to elevated order volumes across core end markets, particularly from large-scale data center and electric utility projects. CEO Brett Cope emphasized that the business benefited from a balanced mix of small and mega projects, highlighting improved project exe

Powell Industries (POWL) Price Target Increased to $360 by JPMorgan
Insider Monkey91d agoneutral
Powell Industries (POWL) Price Target Increased to $360 by JPMorgan

Powell Industries, Inc. (NASDAQ:POWL) is one of the 10 Best Industrial Stocks Benefiting from the Data Center Boom. According to a report by TheFly on May 7, JPMorgan increased its price target on Powell to $360 from $310 while maintaining an Overweight rating on the shares, following the company’s second quarter earnings report. The price […]

Powell Industries (POWL) – Among the 10 Best Performing Dividend Stocks So Far in 2026
Insider Monkey97d agoneutral
Powell Industries (POWL) – Among the 10 Best Performing Dividend Stocks So Far in 2026

With YTD returns of 164.7% as of May 5, Powell Industries, Inc. (NASDAQ:POWL) is included among the 10 Best Performing Dividend Stocks So Far in 2026. On April 27, JPMorgan analyst Tomohiko Sano initiated coverage of Powell Industries, Inc. (NASDAQ:POWL) with an Overweight rating. It also set a $310 price target, implying about 25% upside from current […]

Powell Industries Mega Order And Remsdaq Deal Reset Growth Expectations
Simply Wall St.97d agoneutral
Powell Industries Mega Order And Remsdaq Deal Reset Growth Expectations

Powell Industries (NasdaqGS:POWL) has secured the largest order in its history, a mega data center contract valued at more than $400 million. The company also announced the acquisition of UK based Remsdaq Limited, an automation and control specialist. These announcements expand Powell's role in large scale data center power projects and broaden its automation platform and global footprint. For investors watching NasdaqGS:POWL, these developments arrive after a very strong share price run,...

Powell Industries Q2 Earnings Call Highlights
MarketBeat98d agoneutral
Powell Industries Q2 Earnings Call Highlights

Powell Industries (NASDAQ:POWL) reported fiscal 2026 second-quarter results showing continued order momentum and a growing backlog, driven by activity across liquefied natural gas, electric utilities, and data center-related demand. Orders surge and backlog expands Chairman and CEO Brett Cope said

Powell (POWL) Q2 2026 Earnings Call Transcript
Motley Fool98d agoneutral
Powell (POWL) Q2 2026 Earnings Call Transcript

Thank you for joining us for Powell Industries, Inc. conference call today to review fiscal year 2026 second quarter results. With me on the call are Brett A. Cope, Powell Industries, Inc. Chairman and CEO, and Michael W. Metcalf, Powell Industries, Inc. CFO. This conference call includes certain statements, including statements related to the company's expectations of its future operating results, that may be considered forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995.

Powell (POWL) Q3 2025 Earnings Call Transcript
Motley Fool99d agoneutral
Powell (POWL) Q3 2025 Earnings Call Transcript

Brett A. Cope: Thank you, Ryan, and good morning, everyone. Thank you for joining us today to review Powell's fiscal 2025 third quarter results. Powell delivered a strong third quarter, as operationally, the team continues to execute at a high level.

Powell (POWL) Q4 2025 Earnings Call Transcript
Motley Fool99d agoneutral
Powell (POWL) Q4 2025 Earnings Call Transcript

Brett Cope: Thank you, Ryan, and good morning, everyone. Thank you for joining us today to review Powell's fiscal 2025 fourth quarter and full year results. Compared to the fourth quarter of last year, we achieved gross profit dollar growth of 16%, revenue growth of 8% and the generation of $61 million in operating cash flow.

Powell (POWL) Q1 2026 Earnings Call Transcript
Motley Fool99d agoneutral
Powell (POWL) Q1 2026 Earnings Call Transcript

Brett Cope: Thank you, Ryan. Thank you for joining us today to review Powell's fiscal 2026 1st quarter results. As our first quarter results continue to demonstrate Powell's unique and advantaged position against a backdrop of what are secular and increasingly durable growth trends, the growing and broad investment in power generation and grid modernization to support data center and AI capacity growth, domestic manufacturing, electrification and the nationally important export of energy resources like LNG, are validating our now nearly decade-long strategic effort to transform Powell into a more diversified manufacturer of electrical distribution products and systems.

Why Powell Industries (POWL) Is Up 8.9% After Wave of Bullish Analyst Reiterations And Earnings Revisions
Simply Wall St.100d agoneutral
Why Powell Industries (POWL) Is Up 8.9% After Wave of Bullish Analyst Reiterations And Earnings Revisions

In recent weeks, Powell Industries has drawn heightened attention as multiple Wall Street firms reiterated positive ratings, citing strong revenue visibility supported by a backlog of about US$1.60 billion tied to trends in AI, automation, electrification, and infrastructure spending as of December 31, 2025. An interesting angle for investors is how consistently upbeat earnings estimate revisions and broad buy ratings are aligning around Powell’s execution in custom-engineered electrical...