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Powell Industries Earnings Calls
| Release date | May 04, 2026 |
| EPS estimate | $1.34 |
| EPS actual | $1.25 |
| EPS Surprise | -6.72% |
| Revenue estimate | 298.124M |
| Revenue actual | 296.615M |
| Revenue Surprise | -0.506% |
| Release date | Feb 03, 2026 |
| EPS estimate | $0.95 |
| EPS actual | $1.13 |
| EPS Surprise | 18.95% |
| Revenue estimate | 256.462M |
| Revenue actual | 251.184M |
| Revenue Surprise | -2.06% |
| Release date | Nov 18, 2025 |
| EPS estimate | $3.78 |
| EPS actual | $4.22 |
| EPS Surprise | 11.64% |
| Revenue estimate | 291.502M |
| Revenue actual | 297.983M |
| Revenue Surprise | 2.22% |
| Release date | Aug 05, 2025 |
| EPS estimate | $3.73 |
| EPS actual | $3.96 |
| EPS Surprise | 6.17% |
| Revenue estimate | 298.342M |
| Revenue actual | 286.273M |
| Revenue Surprise | -4.05% |
Last 4 Quarters for Powell Industries
Below you can see how POWL performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 05, 2025 |
| Price on release | $78.75 |
| EPS estimate | $3.73 |
| EPS actual | $3.96 |
| EPS surprise | 6.17% |
| Date | Price |
|---|---|
| Jul 30, 2025 | $76.88 |
| Jul 31, 2025 | $79.03 |
| Aug 01, 2025 | $75.89 |
| Aug 04, 2025 | $76.72 |
| Aug 05, 2025 | $78.75 |
| Aug 06, 2025 | $75.95 |
| Aug 07, 2025 | $77.80 |
| Aug 08, 2025 | $81.28 |
| Aug 11, 2025 | $88.28 |
| 4 days before | 2.43% |
| 4 days after | 12.10% |
| On release day | -3.56% |
| Change in period | 14.83% |
| Release date | Nov 18, 2025 |
| Price on release | $107.22 |
| EPS estimate | $3.78 |
| EPS actual | $4.22 |
| EPS surprise | 11.64% |
| Date | Price |
|---|---|
| Nov 12, 2025 | $118.74 |
| Nov 13, 2025 | $109.40 |
| Nov 14, 2025 | $109.89 |
| Nov 17, 2025 | $105.94 |
| Nov 18, 2025 | $107.22 |
| Nov 19, 2025 | $95.10 |
| Nov 20, 2025 | $98.12 |
| Nov 21, 2025 | $94.02 |
| Nov 24, 2025 | $100.03 |
| 4 days before | -9.70% |
| 4 days after | -6.71% |
| On release day | -11.31% |
| Change in period | -15.76% |
| Release date | Feb 03, 2026 |
| Price on release | $151.08 |
| EPS estimate | $0.95 |
| EPS actual | $1.13 |
| EPS surprise | 18.95% |
| Date | Price |
|---|---|
| Jan 28, 2026 | $147.82 |
| Jan 29, 2026 | $152.31 |
| Jan 30, 2026 | $147.86 |
| Feb 02, 2026 | $146.79 |
| Feb 03, 2026 | $151.08 |
| Feb 04, 2026 | $175.77 |
| Feb 05, 2026 | $179.60 |
| Feb 06, 2026 | $194.74 |
| Feb 09, 2026 | $187.30 |
| 4 days before | 2.21% |
| 4 days after | 23.97% |
| On release day | 16.34% |
| Change in period | 26.71% |
| Release date | May 04, 2026 |
| Price on release | $269.95 |
| EPS estimate | $1.34 |
| EPS actual | $1.25 |
| EPS surprise | -6.72% |
| Date | Price |
|---|---|
| Apr 28, 2026 | $255.56 |
| Apr 29, 2026 | $253.49 |
| Apr 30, 2026 | $277.27 |
| May 01, 2026 | $275.33 |
| May 04, 2026 | $269.95 |
| May 05, 2026 | $294.69 |
| May 06, 2026 | $320.30 |
| May 07, 2026 | $305.93 |
| May 08, 2026 | $309.39 |
| 4 days before | 5.63% |
| 4 days after | 14.61% |
| On release day | 9.16% |
| Change in period | 21.06% |
Powell Industries Earnings Call Transcript Summary of Q1 2026
Powell Industries reported a solid start to fiscal 2026: revenue of $251M (+4% year-over-year) and gross profit of $71M, yielding a 28.4% gross margin (up 380 bps YoY). New orders were $439M (up 63% YoY), including two mega awards—a Gulf Coast LNG contract >$100M and a single data center order of roughly $75M—driving a book-to-bill of 1.7x. Backlog reached a record $1.6B (up 14% sequentially), with roughly 60% (~$933M) expected to convert in the next 12 months. Domestic revenue was roughly flat while international was up 29%. Powell ended the quarter with $501M cash and short-term investments and no debt; operating cash flow was $43.6M and CapEx was modest at $2M. Management is expanding capacity via leased facilities, supply-chain actions and potential larger owned facility investment (discussed around a ~$100M facility), and is integrating Remsdaq to accelerate automation/protection offerings—which is already contributing to new wins. Management reiterated strong demand across utilities, oil & gas (LNG), and an accelerating data center market, while noting ongoing risks such as skilled labor constraints, commodity volatility (metals), and the need to prudently manage capacity and backlog execution. Overall outlook: optimistic for sustained revenue and earnings growth in fiscal 2026 given the healthy backlog, project execution, and balance sheet strength.
