Powell Q4 revenue beats estimates on strength in electric utility market

Powell Industries

18/11/2025 21:24

Overview

Powell fiscal Q4 rev grows 8% yr/yr, beating analyst expectations

Net income for fiscal Q4 rises 12% yr/yr

Company completes acquisition of Remsdaq Ltd., enhancing electrical automation solutions

Outlook

Powell expects continued strong order activity across major markets in Fiscal 2026

Powell anticipates maintaining Fiscal 2025 margin profile in Fiscal 2026

Powell's Jacintoport facility expansion to complete in second half of Fiscal 2026

Result Drivers

ELECTRIC UTILITY GROWTH - Revenue growth driven by 100% increase in Electric Utility market

PROJECT EXECUTION - Gross profit improvement due to favorable volume leverage and strong project execution

REMSDAQ ACQUISITION - Acquisition of Remsdaq Ltd. to scale electrical automation solutions

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$298 mln
$291.50 mln (3 Analysts)
Q4 EPS
$4.22
Q4 Net Income
$51 mln
Q4 Gross Profit
$94 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the electrical components & equipment peer group is "buy"

Wall Street's median 12-month price target for Powell Industries Inc is $233.00, about 36.4% below its November 17 closing price of $317.81

The stock recently traded at 21 times the next 12-month earnings vs. a P/E of 17 three months ago

Press Release: ID:nGNX7kFLzg

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)