Roth Capital Expects Stronger Earnings for Powell Industries

Powell Industries, Inc. (NASDAQ:POWL) – Roth Capital upped their FY2025 EPS estimates for Powell Industries in a report issued on Thursday, August 7th. Roth Capital analyst C. Moore now expects that the industrial products company will post earnings of $14.37 per share for the year, up from their previous forecast of $14.20. The consensus estimate for Powell Industries’ current full-year earnings is $13.71 per share. Roth Capital also issued estimates for Powell Industries’ Q4 2025 earnings at $3.74 EPS, Q1 2026 earnings at $2.65 EPS, Q2 2026 earnings at $3.74 EPS, Q3 2026 earnings at $4.16 EPS, Q4 2026 earnings at $4.17 EPS and FY2026 earnings at $14.72 EPS.

Powell Industries (NASDAQ:POWL) last released its quarterly earnings results on Tuesday, August 5th. The industrial products company reported $3.96 earnings per share for the quarter, beating the consensus estimate of $3.73 by $0.23. The business had revenue of $286.27 million for the quarter, compared to analysts’ expectations of $301.69 million. Powell Industries had a net margin of 16.22% and a return on equity of 33.16%. The firm’s revenue for the quarter was down .7% compared to the same quarter last year. During the same quarter in the previous year, the business posted $3.79 earnings per share.

Powell Industries Trading Up 4.5%

Shares of POWL stock opened at $243.85 on Friday. Powell Industries has a 12 month low of $146.02 and a 12 month high of $364.98. The stock has a market cap of $2.94 billion, a PE ratio of 16.93, a price-to-earnings-growth ratio of 1.17 and a beta of 0.81. The company’s fifty day moving average price is $209.68 and its 200-day moving average price is $196.18.

Hedge Funds Weigh In On Powell Industries

A number of hedge funds have recently bought and sold shares of the business. Allspring Global Investments Holdings LLC increased its position in shares of Powell Industries by 93.8% during the 1st quarter. Allspring Global Investments Holdings LLC now owns 3,838 shares of the industrial products company’s stock valued at $675,000 after purchasing an additional 1,858 shares during the last quarter. Principal Financial Group Inc. increased its position in shares of Powell Industries by 2.8% during the 1st quarter. Principal Financial Group Inc. now owns 55,568 shares of the industrial products company’s stock valued at $9,465,000 after purchasing an additional 1,509 shares during the last quarter. Vontobel Holding Ltd. increased its position in shares of Powell Industries by 11.4% during the 1st quarter. Vontobel Holding Ltd. now owns 1,337 shares of the industrial products company’s stock valued at $228,000 after purchasing an additional 137 shares during the last quarter. GAMMA Investing LLC increased its position in shares of Powell Industries by 29.8% during the 1st quarter. GAMMA Investing LLC now owns 601 shares of the industrial products company’s stock valued at $102,000 after purchasing an additional 138 shares during the last quarter. Finally, Wealth Enhancement Advisory Services LLC increased its holdings in Powell Industries by 17.7% in the 1st quarter. Wealth Enhancement Advisory Services LLC now owns 1,938 shares of the industrial products company’s stock worth $330,000 after acquiring an additional 292 shares in the last quarter. Hedge funds and other institutional investors own 89.77% of the company’s stock.

Insiders Place Their Bets

In other news, EVP Michael William Metcalf sold 3,921 shares of Powell Industries stock in a transaction dated Friday, June 27th. The stock was sold at an average price of $210.55, for a total value of $825,566.55. Following the completion of the transaction, the executive vice president owned 28,900 shares of the company’s stock, valued at $6,084,895. The trade was a 11.95% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Brett Alan Cope sold 6,775 shares of Powell Industries stock in a transaction dated Friday, June 27th. The stock was sold at an average price of $210.55, for a total value of $1,426,476.25. Following the completion of the transaction, the chief executive officer directly owned 147,471 shares of the company’s stock, valued at approximately $31,050,019.05. This represents a 4.39% decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 17,308 shares of company stock worth $3,574,755. Company insiders own 2.20% of the company’s stock.

Powell Industries Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, September 17th. Stockholders of record on Wednesday, August 20th will be issued a dividend of $0.2675 per share. This represents a $1.07 dividend on an annualized basis and a dividend yield of 0.4%. The ex-dividend date is Wednesday, August 20th. Powell Industries’s payout ratio is 7.43%.

About Powell Industries

Powell Industries, Inc, together with its subsidiaries, designs, develops, manufactures, sells, and services custom-engineered equipment and systems. The company’s principal products include integrated power control room substations, custom-engineered modules, electrical houses, medium-voltage circuit breakers, monitoring and control communications systems, motor control centers, switches, and bus duct systems, as well as traditional and arc-resistant distribution switchgears and control gears.