Preview: Powell Industries's Earnings
Benzinga Insights 9 months ago
Earnings
Powell Industries (NASDAQ:POWL) is set to give its latest quarterly earnings report on Tuesday, 2026-02-03. Here's what investors need to know before the announcement.
Analysts estimate that Powell Industries will report an earnings per share (EPS) of $2.89.
The market awaits Powell Industries's announcement, with hopes high for news of surpassing estimates and providing upbeat guidance for the next quarter.
It's important for new investors to understand that guidance can be a significant driver of stock prices.
Overview of Past Earnings
In the previous earnings release, the company beat EPS by $0.46, leading to a 11.31% drop in the share price the following trading session.
Here's a look at Powell Industries's past performance and the resulting price change:
| Quarter | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 |
|---|---|---|---|---|
| EPS Estimate | 3.76 | 3.75 | 3.44 | 2.61 |
| EPS Actual | 4.22 | 3.96 | 3.81 | 2.86 |
| Price Change % | -11.00 | -4.00 | -8.00 | -7.00 |
Powell Industries Share Price Analysis
Shares of Powell Industries were trading at $443.59 as of January 30. Over the last 52-week period, shares are up 93.29%. Given that these returns are generally positive, long-term shareholders are likely bullish going into this earnings release.
Analyst Opinions on Powell Industries
Understanding market sentiments and expectations within the industry is crucial for investors. This analysis delves into the latest insights on Powell Industries.
The consensus rating for Powell Industries is Buy, derived from 2 analyst ratings. An average one-year price target of $388.5 implies a potential 12.42% downside.
Comparing Ratings Among Industry Peers
This comparison focuses on the analyst ratings and average 1-year price targets of Sensata Technologies, Sunrun and EnerSys, three major players in the industry, shedding light on their relative performance expectations and market positioning.
- Analysts currently favor an Neutral trajectory for Sensata Technologies, with an average 1-year price target of $38.5, suggesting a potential 91.32% downside.
- Analysts currently favor an Buy trajectory for Sunrun, with an average 1-year price target of $23.0, suggesting a potential 94.82% downside.
- Analysts currently favor an Buy trajectory for EnerSys, with an average 1-year price target of $175.0, suggesting a potential 60.55% downside.
Analysis Summary for Peers
The peer analysis summary offers a detailed examination of key metrics for Sensata Technologies, Sunrun and EnerSys, providing valuable insights into their respective standings within the industry and their market positions and comparative performance.
| Company | Consensus | Revenue Growth | Gross Profit | Return on Equity |
|---|---|---|---|---|
| Powell Industries | Buy | 8.33% | $93.53M | 8.32% |
| Sensata Technologies | Neutral | -5.17% | $259.38M | -5.81% |
| Sunrun | Buy | 34.88% | $243.27M | 0.56% |
| EnerSys | Buy | 7.65% | $277.14M | 3.67% |
Key Takeaway:
Powell Industries ranks at the top for Revenue Growth and Gross Profit among its peers. It is in the middle for Consensus rating and Return on Equity.
About Powell Industries
Powell Industries Inc is a United States-based company that develops, designs, manufactures, and services custom-engineered equipment and systems for electrical energy distribution, control, and monitoring. The company's principal products comprise integrated power control room substations, custom-engineered modules, electrical houses, traditional and arc-resistant distribution switchgear and control gear, and so on. These products are applied in oil and gas refining, offshore oil and gas production, petrochemical, pipeline, terminal, mining and metals, light-rail traction power, electric utility, pulp and paper, and other heavy industrial markets. The company generates the majority of its sales from the United States, and the rest from Canada, Europe, Asia Pacific, and other regions.
Financial Insights: Powell Industries
Market Capitalization Analysis: Falling below industry benchmarks, the company's market capitalization reflects a reduced size compared to peers. This positioning may be influenced by factors such as growth expectations or operational capacity.
Revenue Growth: Over the 3 months period, Powell Industries showcased positive performance, achieving a revenue growth rate of 8.33% as of 30 September, 2025. This reflects a substantial increase in the company's top-line earnings. As compared to competitors, the company encountered difficulties, with a growth rate lower than the average among peers in the Industrials sector.
Net Margin: Powell Industries's net margin surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 17.26% net margin, the company effectively manages costs and achieves strong profitability.
Return on Equity (ROE): Powell Industries's financial strength is reflected in its exceptional ROE, which exceeds industry averages. With a remarkable ROE of 8.32%, the company showcases efficient use of equity capital and strong financial health.
Return on Assets (ROA): Powell Industries's ROA stands out, surpassing industry averages. With an impressive ROA of 4.78%, the company demonstrates effective utilization of assets and strong financial performance.
Debt Management: Powell Industries's debt-to-equity ratio is below the industry average at 0.0, reflecting a lower dependency on debt financing and a more conservative financial approach.
To track all earnings releases for Powell Industries visit their earnings calendar on our site.
This article was generated by Benzinga's automated content engine and reviewed by an editor.