Q2 EPS Forecast for Powell Industries Increased by Analyst

Powell Industries, Inc. (NASDAQ:POWL) – Stock analysts at Sidoti raised their Q2 2026 earnings estimates for shares of Powell Industries in a research note issued on Tuesday, March 24th. Sidoti analyst J. Franzreb now expects that the industrial products company will earn $4.06 per share for the quarter, up from their prior estimate of $3.70. The consensus estimate for Powell Industries’ current full-year earnings is $13.71 per share. Sidoti also issued estimates for Powell Industries’ Q4 2026 earnings at $5.25 EPS and Q1 2027 earnings at $3.73 EPS.

Powell Industries (NASDAQ:POWL) last issued its quarterly earnings results on Tuesday, February 3rd. The industrial products company reported $3.40 EPS for the quarter, topping analysts’ consensus estimates of $2.85 by $0.55. The business had revenue of $251.18 million during the quarter, compared to the consensus estimate of $255.34 million. Powell Industries had a net margin of 16.82% and a return on equity of 30.64%. The company’s quarterly revenue was up 4.1% compared to the same quarter last year. During the same period in the previous year, the firm posted $2.86 earnings per share.

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

Powell Industries Stock Performance

Shares of POWL opened at $560.46 on Wednesday. Powell Industries has a 1 year low of $152.89 and a 1 year high of $612.50. The company’s 50 day simple moving average is $505.65 and its 200 day simple moving average is $392.47. The company has a market capitalization of $6.80 billion, a price-to-earnings ratio of 36.42, a PEG ratio of 2.43 and a beta of 0.82.

Shares of Powell Industries are scheduled to split before the market opens on Monday, April 6th. The 3-1 split was recently announced. The newly issued shares will be issued to shareholders after the closing bell on Sunday, April 5th.

Institutional Inflows and Outflows

Several large investors have recently made changes to their positions in POWL. Corient Private Wealth LLC acquired a new position in Powell Industries in the fourth quarter valued at $230,000. Pacer Advisors Inc. purchased a new stake in Powell Industries during the fourth quarter valued at about $468,000. Vision One Management Partners LP increased its stake in Powell Industries by 160.5% during the fourth quarter. Vision One Management Partners LP now owns 61,448 shares of the industrial products company’s stock worth $19,588,000 after acquiring an additional 37,857 shares during the last quarter. Galaxy Group Investments LLC acquired a new stake in Powell Industries during the fourth quarter worth about $1,532,000. Finally, NewEdge Advisors LLC raised its holdings in shares of Powell Industries by 52.6% in the 4th quarter. NewEdge Advisors LLC now owns 9,120 shares of the industrial products company’s stock worth $2,907,000 after purchasing an additional 3,145 shares during the period. 89.77% of the stock is owned by hedge funds and other institutional investors.

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 that occurred on 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 transaction, the insider owned 598,694 shares of the company’s stock, valued at $300,682,087.62. This trade represents a 7.68% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Brett Alan Cope sold 1,480 shares of Powell Industries stock in a transaction on Thursday, March 12th. The shares were sold at an average price of $504.80, for a total transaction of $747,104.00. Following the completion of the transaction, the chief executive officer owned 169,291 shares in the company, valued at approximately $85,458,096.80. This trade represents a 0.87% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 78,416 shares of company stock worth $41,912,270. 2.20% of the stock is currently owned by company insiders.

Powell Industries Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, March 18th. Investors of record on Wednesday, February 18th were given a dividend of $0.27 per share. This represents a $1.08 annualized dividend and a yield of 0.2%. This is a positive change from Powell Industries’s previous quarterly dividend of $0.27. The ex-dividend date of this dividend was Wednesday, February 18th. Powell Industries’s dividend payout ratio (DPR) is currently 7.02%.

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.