POWL
Powell Industries, Inc.

Powell Industries, Inc.POWL

Industrials · Electrical Equipment & Parts
191.90USD
+2.31%
Sep 23, 2026
POWL overview ready
Powell designs, manufactures, integrates, commissions, and services custom medium-voltage electrical-distribution and control equipment, including switchgear, integrated power-control-room substations, electrical houses, circuit breakers, controls, and bus systems.
Direct narrative exposure
Exposed to the AI Compute Infrastructure Buildout narrative through AI Data Center Power and Thermal Systems — bottleneck supplier.
Price trend is broken
Longer-term context reads extended trend, with a near-term setup of base repair.
The tactical setup reads base repair, but the weekly structure is broken.
Fair valuation
The price broadly reflects how much growth and cash flow it delivers per turn of revenue multiple, with upside and risk reasonably balanced.
Unremarkable fundamentals
Primary risk
Dependence on capital expenditure cycles in power infrastructure.
Market Sep 22Filing Jun 30Price action Sep 22Research Sep 22

Conviction Level

NarrativeHeat9.5ThemeHeat9.3PriceAction5.4Valuation5.8CompanyPosition9.3
Price
Loading price history…

Price Action

Price trend is broken
Longer-term context reads extended trend, with a near-term setup of base repair.
The tactical setup reads base repair, but the weekly structure is broken.
EntryConstructive

Structure is constructive, but price remains well extended from the long-term weekly base and the earlier reset has already been partly recovered — a workable rather than ideal entry location.

Key Financials

Market Cap
$7.0B
Avg Volume (60D)
638.0K
60 sessions
Revenue Growth YoY
+9.1%
FY2025 vs FY2024
Gross Margin
+30.1%
Trailing twelve months
Operating Margin
+19.7%
Trailing twelve months
Free Cash Flow Yield
+3.5%
Distance from 200DMA
-6.2%
Next Earnings
2026-11-17
P/E
36.6x
EV / EBITDA
26.9x
EV / Sales
5.5x
Market metrics as of Sep 22, 2026
Financial results for the period ended Jun 30, 2026
Filed balance-sheet data as of Sep 30, 2022

Fundamentals & Valuation

Both valuation perspectives agree this company is fair.
Powell Industries, Inc. has a Fair valuation stance because the price broadly reflects how much growth and cash flow it delivers per turn of revenue multiple, with upside and risk reasonably balanced.

Company Research

Thesis
Powell designs, manufactures, integrates, commissions, and services custom medium-voltage electrical-distribution and control equipment, including switchgear, integrated power-control-room substations, electrical houses, circuit breakers, controls, and bus systems.
Opportunity
Moderate opportunity
Hyperscaler and colocation capital spending on high-density AI data-center electrical and liquid-cooling infrastructure.
Key risk
Dependence on capital expenditure cycles in power infrastructure.

Narrative & Theme

AI Compute Infrastructure Buildout
Part of AI Data Center Power and Thermal Systems, with strong fit.
POWL is a direct, literal member of the active AI Data Center Power and Thermal Systems theme and has tangible revenue exposure through medium-voltage switchgear and custom electrical-distribution systems needed to energize high-density facilities.
Narrative HeatHot9.5 / 10
Theme HeatHot9.3 / 10
This reading is no longer current (last measured 2026-07-22). It is kept until the next scheduled measurement replaces it.

Business & Markets

Industrials · Electrical Equipment & Parts
What they do

Powell Industries designs, manufactures, and services custom-engineered electrical equipment and systems primarily for power infrastructure applications.

How it earns

The company generates revenue through project-based sales of custom equipment and ongoing field service contracts.

Products & services
Integrated power control room substations
Custom-engineered modules and electrical houses
Traditional and arc-resistant distribution switchgears and control gears
Medium-voltage circuit breakers
Monitoring and control communications systems
Motor control centers
Switches and bus duct systems
Field service inspection, installation, commissioning, modification, and repair services
Customers & end markets
Power utilities
Industrial and commercial power infrastructure operators
Market position

Niche provider specializing in custom-engineered electrical equipment for power infrastructure.

Demand drivers
Medium cyclicality

Demand is influenced by capital expenditure cycles in power infrastructure and grid modernization.