FY2026 EPS Estimate for Powell Industries Reduced by Analyst

Powell Industries, Inc. (NASDAQ:POWL) – Research analysts at Sidoti cut their FY2026 EPS estimates for shares of Powell Industries in a note issued to investors on Wednesday, August 5th. Sidoti analyst J. Franzreb now forecasts that the industrial products company will post earnings of $5.40 per share for the year, down from their previous forecast of $5.67. The consensus estimate for Powell Industries’ current full-year earnings is $5.47 per share. Sidoti also issued estimates for Powell Industries’ Q4 2026 earnings at $1.59 EPS, Q1 2027 earnings at $1.28 EPS, Q2 2027 earnings at $1.54 EPS, Q4 2027 earnings at $2.11 EPS, FY2027 earnings at $6.95 EPS, Q1 2028 earnings at $1.56 EPS, Q2 2028 earnings at $1.87 EPS and FY2028 earnings at $7.98 EPS.

Powell Industries (NASDAQ:POWL) last posted its quarterly earnings results on Monday, August 3rd. The industrial products company reported $1.42 EPS for the quarter, missing the consensus estimate of $1.49 by ($0.07). The business had revenue of $311.74 million during the quarter, compared to analysts’ expectations of $316.70 million. Powell Industries had a net margin of 16.49% and a return on equity of 27.51%. The company’s quarterly revenue was up 8.9% on a year-over-year basis. During the same quarter in the previous year, the business posted $3.96 EPS.

Several other equities analysts have also weighed in on the stock. Cantor Fitzgerald lifted their target price on shares of Powell Industries from $160.00 to $320.00 and gave the company a “neutral” rating in a report on Monday, May 11th. Zacks Research lowered Powell Industries from a “strong-buy” rating to a “hold” rating in a research report on Monday, May 11th. Weiss Ratings cut Powell Industries from a “buy (b)” rating to a “buy (b-)” rating in a research note on Thursday, July 16th. Glj Research raised Powell Industries from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, July 14th. Finally, JPMorgan Chase & Co. increased their target price on Powell Industries from $310.00 to $360.00 and gave the company an “overweight” rating in a research note on Wednesday, May 6th. Two investment analysts have rated the stock with a Strong Buy rating, three have assigned a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, Powell Industries has a consensus rating of “Buy” and a consensus target price of $236.67.

Powell Industries Stock Down 1.4%

POWL opened at $208.33 on Thursday. Powell Industries has a 52-week low of $69.00 and a 52-week high of $328.00. The company has a 50 day moving average of $259.44 and a two-hundred day moving average of $225.75. The company has a market cap of $7.59 billion, a P/E ratio of 39.99, a P/E/G ratio of 2.76 and a beta of 1.18.

Powell Industries Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 16th. Stockholders of record on Wednesday, August 19th will be given a dividend of $0.09 per share. The ex-dividend date is Wednesday, August 19th. This represents a $0.36 annualized dividend and a dividend yield of 0.2%. Powell Industries’s payout ratio is currently 7.05%.

Insider Buying and Selling at Powell Industries

In other Powell Industries news, EVP Michael William Metcalf sold 4,500 shares of Powell Industries stock in a transaction on Tuesday, June 30th. The stock was sold at an average price of $284.64, for a total transaction of $1,280,880.00. Following the sale, the executive vice president owned 78,900 shares of the company’s stock, valued at $22,458,096. The trade was a 5.40% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Richard E. Williams sold 5,250 shares of the business’s stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $299.19, for a total value of $1,570,747.50. Following the transaction, the director owned 39,630 shares of the company’s stock, valued at $11,856,899.70. This trade represents a 11.70% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 55,088 shares of company stock valued at $16,070,066. 2.20% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of the business. USA Financial Formulas bought a new position in Powell Industries in the 1st quarter valued at about $43,000. Tema ETFs LLC raised its position in shares of Powell Industries by 217.3% during the 2nd quarter. Tema ETFs LLC now owns 268,692 shares of the industrial products company’s stock worth $76,943,000 after buying an additional 184,010 shares in the last quarter. Ausbil Investment Management Ltd boosted its holdings in shares of Powell Industries by 74.2% in the second quarter. Ausbil Investment Management Ltd now owns 6,719 shares of the industrial products company’s stock valued at $1,780,000 after acquiring an additional 2,863 shares in the last quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors boosted its holdings in shares of Powell Industries by 97.4% in the second quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors now owns 1,875 shares of the industrial products company’s stock valued at $537,000 after acquiring an additional 925 shares in the last quarter. Finally, Bay Rivers Group increased its stake in shares of Powell Industries by 199.1% during the second quarter. Bay Rivers Group now owns 5,988 shares of the industrial products company’s stock valued at $1,715,000 after acquiring an additional 3,986 shares during the period. 89.77% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Powell Industries

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

• Positive Sentiment: Powell’s record orders lifted its backlog to approximately $2.4 billion, supported by demand from data centers, utilities and energy markets. Management is increasing capacity to address this demand, providing visibility for future revenue growth. POWL Q3 Earnings Call Highlights Record Orders and Capacity Push
• Positive Sentiment: Sidoti raised several longer-term earnings forecasts, including FY2027 EPS to $6.95 from $6.93 and FY2028 EPS to $7.98 from $7.95. Estimates for Q1 2027, Q2 2027, Q1 2028 and Q2 2028 were also increased, suggesting analysts remain constructive on Powell’s growth outlook.
• Neutral Sentiment: Cantor Fitzgerald maintained a Hold rating, indicating that the company’s strong backlog and end-market demand may be offset by execution risks and an elevated valuation. Cantor Fitzgerald Sticks to Its Hold Rating for Powell Industries
• Negative Sentiment: Sidoti reduced its FY2026 EPS forecast to $5.40 from $5.67 and cut Q4 2026 EPS to $1.59 from $1.78. The firm also lowered its Q4 2027 estimate to $2.11 from $2.20, signaling weaker near-term expectations despite later upgrades.
• Negative Sentiment: Powell’s latest quarterly results missed analyst expectations for both earnings and revenue. The shortfall, combined with a valuation near 40 times earnings, has increased investor sensitivity to execution and may be driving the stock’s decline. Powell Industries Q3 Earnings and Revenues Miss Estimates

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.