Q3 Earnings Estimate for Powell Industries Issued By Sidoti

Powell Industries, Inc. (NASDAQ:POWL) – Stock analysts at Sidoti lifted their Q3 2026 earnings estimates for Powell Industries in a report issued on Tuesday, March 24th. Sidoti analyst J. Franzreb now anticipates that the industrial products company will earn $4.47 per share for the quarter, up from their prior forecast of $4.00. The consensus estimate for Powell Industries’ current full-year earnings is $13.71 per share. Sidoti also issued estimates for Powell Industries’ FY2026 earnings at $17.17 EPS, Q2 2027 earnings at $4.56 EPS, Q3 2027 earnings at $4.89 EPS, Q4 2027 earnings at $5.49 EPS and FY2027 earnings at $18.66 EPS.

Powell Industries (NASDAQ:POWL) last announced its quarterly earnings data on Tuesday, February 3rd. The industrial products company reported $3.40 EPS for the quarter, beating the consensus estimate of $2.85 by $0.55. Powell Industries had a net margin of 16.82% and a return on equity of 30.64%. The firm had revenue of $251.18 million for the quarter, compared to the consensus estimate of $255.34 million. During the same period last year, the firm earned $2.86 EPS. The company’s revenue was up 4.1% on a year-over-year basis.

A number of other equities research analysts have also recently commented on the company. Wall Street Zen cut Powell Industries from a “buy” rating to a “hold” rating in a report on Saturday, March 7th. Glj Research initiated coverage on Powell Industries in a research report on Thursday, March 5th. They set a “hold” rating and a $450.00 target price for the company. Weiss Ratings reissued a “buy (b-)” rating on shares of Powell Industries in a research note on Monday, December 29th. Finally, Cantor Fitzgerald boosted their price target on Powell Industries from $427.00 to $481.00 and gave the stock a “neutral” rating in a report on Thursday, February 5th. Two investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, Powell Industries has a consensus rating of “Moderate Buy” and a consensus target price of $427.00.

Powell Industries Stock Performance

Shares of Powell Industries stock opened at $524.39 on Thursday. The company has a market capitalization of $6.37 billion, a P/E ratio of 34.07, a P/E/G ratio of 2.54 and a beta of 0.82. The company has a fifty day moving average of $511.69 and a 200 day moving average of $394.72. Powell Industries has a fifty-two week low of $152.89 and a fifty-two week high of $612.50.

Powell Industries shares are going to split on the morning of Monday, April 6th. The 3-1 split was recently announced. The newly issued shares will be distributed to shareholders after the market closes on Sunday, April 5th.

Powell Industries Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, March 18th. Shareholders of record on Wednesday, February 18th were issued a $0.27 dividend. The ex-dividend date was Wednesday, February 18th. This represents a $1.08 dividend on an annualized basis and a yield of 0.2%. This is an increase from Powell Industries’s previous quarterly dividend of $0.27. Powell Industries’s payout ratio is presently 7.02%.

Insider Activity at Powell Industries

In other Powell Industries news, major shareholder Thomas W. Powell sold 49,778 shares of the stock in a transaction dated Thursday, March 19th. The shares were sold at an average price of $502.23, for a total transaction of $25,000,004.94. Following the completion of the transaction, the insider owned 598,694 shares of the company’s stock, valued at $300,682,087.62. This represents a 7.68% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Brett Alan Cope sold 1,480 shares of the firm’s stock in a transaction dated Thursday, March 12th. The shares were sold at an average price of $504.80, for a total value of $747,104.00. Following the transaction, the chief executive officer owned 169,291 shares of the company’s stock, valued at approximately $85,458,096.80. The trade was a 0.87% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 78,416 shares of company stock worth $41,912,270 in the last quarter. 2.20% of the stock is owned by company insiders.

Hedge Funds Weigh In On Powell Industries

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in POWL. Kovitz Investment Group Partners LLC increased its stake in Powell Industries by 42.2% in the 3rd quarter. Kovitz Investment Group Partners LLC now owns 2,314,474 shares of the industrial products company’s stock worth $705,475,000 after acquiring an additional 686,588 shares during the last quarter. Northwestern Mutual Wealth Management Co. boosted its position in shares of Powell Industries by 1,230,312.7% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 775,160 shares of the industrial products company’s stock valued at $247,106,000 after acquiring an additional 775,097 shares during the last quarter. Vanguard Group Inc. boosted its position in shares of Powell Industries by 0.9% during the 4th quarter. Vanguard Group Inc. now owns 706,642 shares of the industrial products company’s stock valued at $225,263,000 after acquiring an additional 6,419 shares during the last quarter. First Trust Advisors LP grew its holdings in shares of Powell Industries by 65.8% in the third quarter. First Trust Advisors LP now owns 615,067 shares of the industrial products company’s stock valued at $187,479,000 after purchasing an additional 244,051 shares in the last quarter. Finally, State Street Corp grew its holdings in shares of Powell Industries by 0.9% in the second quarter. State Street Corp now owns 352,103 shares of the industrial products company’s stock valued at $74,100,000 after purchasing an additional 3,159 shares in the last quarter. 89.77% of the stock is owned by institutional investors.

Powell Industries News Summary

Here are the key news stories impacting Powell Industries this week:

• Positive Sentiment: Sidoti sharply raised EPS forecasts across multiple quarters and pushed FY2026 and FY2027 estimates materially higher (FY2027 to $18.66), signaling analysts see stronger forward earnings power for Powell. Sidoti raises estimates (MarketBeat)
• Positive Sentiment: A separate Zacks piece highlights that Wall Street analysts are generally bullish on POWL, which can attract buy-side interest and support the stock over time. Wall Street Analysts Look Bullish on Powell Industries (Zacks)
• Neutral Sentiment: Powell is executing a 3-for-1 stock split effective April 6 — increases share count and may improve liquidity/retail accessibility but does not change fundamentals. POWL stock page (MarketBeat)
• Negative Sentiment: Zacks reports POWL experienced a more pronounced decline than the broader market today, indicating short-term selling pressure that outweighed the analyst upgrades. This suggests near-term volatility despite positive analyst commentary. Powell Industries Sees a More Significant Dip (Zacks)

About Powell Industries

Powell Industries, Inc is an industrial electrical engineering company specializing in the design, manufacture and integration of customized power control and distribution solutions. The firm’s offerings range from medium‐voltage switchgear and power control centers to bus duct, motor control centers and specialty transformers. Powell also provides automation systems, protective relaying, metering, supervisory control and data acquisition (SCADA) platforms, and turnkey engineering services to help clients manage critical power infrastructure.

Serving the oil and gas, petrochemical, refining, utility, mining and industrial sectors, Powell’s products are engineered to meet demanding performance, safety and reliability requirements.