earnings
confidence high
sentiment positive
materiality 0.85
Powell Industries Q3 revenue $312M (+9% YoY); new orders surge 158% to $934M
POWELL INDUSTRIES INC
- Net income $52.2M ($1.42 diluted EPS), up 8% YoY; gross margin 30.6%.
- New orders of $934M (+158% YoY) include three mega orders: data center >$400M, petrochem ~$75M, LNG ~$60M.
- Backlog reaches $2.4B (+69% YoY); book-to-bill ratio 3.0x.
- Board declares $0.09 quarterly dividend, payable Sept 16, 2026 to holders of record Aug 19.
- Cash and short-term investments $634M; Jacintoport expansion on track for FY2026 close.