Is Powell Industries' Diversification Efforts Gaining Traction?

POWL's diversification beyond oil and gas is gaining momentum, boosting backlog growth and expanding demand across utility and industrial markets.

Zacks Investment Research • 13 hours ago

Powell Industries Q2 Review: Still A Long Growth Runway, But I'm Not Adding Here

Powell Industries, Inc. reported Q2 headline misses, but a surging backlog ($1.8B, +33% y/y) and new orders (+96% y/y) drive optimism. POWL secured a $400M data center megaproject, not yet in Q2 results, supporting robust multi-year growth visibility through at least fiscal year 2028. The book-to-bill ratio hit 1.7x, reflecting demand outpacing capacity; management is prudently expanding its footprint to avoid overbuilding and margin erosion.

Seeking Alpha • May 11, 2026

Powell Industries, Inc. (POWL) Is a Trending Stock: Facts to Know Before Betting on It

Powell Industries (POWL) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Zacks Investment Research • May 8, 2026

Carillon Eagle Small Cap Growth Fund Q1 2026 Portfolio Review

Applied Optoelectronics reported a healthy quarter and discussed winning major new orders from large hyperscale customers. Powell Industries secured several large data center wins, complementing a steady stream of utility-related awards in recent periods. Vital Farms faces a temporary supply glut in the egg market after last year's avian influenza outbreak quickly subsided.

Seeking Alpha • May 7, 2026

Powell Industries, Inc. (POWL) Q2 2026 Earnings Call Transcript

Powell Industries, Inc. (POWL) Q2 2026 Earnings Call Transcript

Seeking Alpha • May 5, 2026

Powell Industries Declares Quarterly Cash Dividend

HOUSTON, May 05, 2026 (GLOBE NEWSWIRE) -- Powell Industries, Inc. (NASDAQ: POWL), a leading supplier of custom engineered solutions for the management, control and distribution of electrical energy, today announced that its Board of Directors has declared a quarterly cash dividend on the Company's common stock of $0.09 per share. The dividend is payable on June 17, 2026, to shareholders of record at the close of business on May 20, 2026.

GlobeNewsWire • May 5, 2026

Powell Industries Q2 Earnings & Revenues Miss Estimates

POWL Q2 misses estimates as margins slip, but surging orders and a $1.8B backlog signal strong demand across key markets.

Zacks Investment Research • May 5, 2026

The Real AI Trade May Not Be Software. It May Be Power Equipment

Every dollar of AI capex eventually has to plug into a wall. By the time hyperscalers have signed off on GPU orders, the binding constraint stops being silicon and starts being substations, transformers, and turbines.

24/7 Wall Street • May 5, 2026

Powell Industries Announces Second Quarter Fiscal 2026 Results

HOUSTON, May 04, 2026 (GLOBE NEWSWIRE) -- Powell Industries, Inc. (NASDAQ: POWL) (“Powell” or the “Company”), a leading supplier of custom-engineered solutions for the management, control and distribution of electrical energy, today announced results for the second quarter Fiscal 2026 ended March 31, 2026. All comparisons are to the second quarter of Fiscal 2025, unless otherwise noted. Key Highlights:

GlobeNewsWire • May 4, 2026

Powell Industries (POWL) Q2 Earnings and Revenues Miss Estimates

Powell Industries (POWL) came out with quarterly earnings of $1.25 per share, missing the Zacks Consensus Estimate of $1.34 per share. This compares to earnings of $1.27 per share a year ago.

Zacks Investment Research • May 4, 2026