POWELL INDUSTRIES INC · Switchgear & Switchboard Apparatus

POWL

Low riskAI: Power and coolingNext report: Around Nov 17 (est.)

View price ↗

The short version

A profitable company with steady sales.

Going well

Profitable, keeps 16% of sales as profit
Brings in more cash than it spends
No debt reported

Money moves

Insiders sold $1.1M in the last 30 days
Held by Ray Dalio (Bridgewater)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$157.15+4.1% that day

Company value: $5.7B; Share price times all shares
Price vs profit (P/E): 30.2x; You pay about $30 for each $1 of yearly profit
Price vs sales: 4.9x; Company value is 4.9 times a year of sales
Dividend yield: 0.7%; Yearly dividend as a share of today's price
Cash vs value: 11%; Cash as a share of company value

From POWL's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Jun '26

$311.7M+8.9% vs a year earlier

Sep '23Tap a barJun '26

Last 12 months: $1.2B, up 7.0% from the 12 months before. Over 5 years, sales grew about 16% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of POWL. Starting points are the company's recent numbers.

Sales growth+7% a yearRecently: +7.0% a yearProfit margin16%Last 12 months: 16.5%P/E at the end30xToday: 30.2x. Many steady companies trade at 12x to 25xShare count change+1% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$1.6B

Profit in 5 years$260M

Price these guesses point to$203.51+30% vs $157.15 todayAbout +5.3% a year, before dividends

What today's price needs: with a 16% margin and a 30x P/E, sales would have to grow about 1.6% a year for 5 years just to match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

4/7Mixed

PassReturn on equity 15%+Earns a lot on the money owners have in the business.31.0%
PassDebt under half of equityNot relying on borrowed money.No debt reported
PassNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.16.4%
MissProfitable every yearSteady profits, not one good year.8 of 10 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$154.8M
MissShare count not growingNot diluting owners. Falling means buybacks.+1.9% in 3 years
MissGross margin 40%+Pricing power: sells for well above what it costs to make.29.4%

Revenue: $1.1B; +9.1% vs prior year
5-year growth: +16.3%/yr; revenue, per year
Total debt: None; 0.00x equity
Current ratio: 2.29x; short-term assets / bills due

From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.

Latest quarter

Quarter ended Jun 30, 2026

Reported Aug 3

Revenue: $311.7M; +8.9% YoY
EPS: $1.42; vs $1.32
Op. margin: 20.6%; -0.4 pts
Gross margin: 30.6%; -0.1 pts
Free cash flow: $93.7M
Share count: +0.2%; vs a year ago

Insider rating

Last 90 days

24Selling

3 insiders sold $1.1M (not pre-planned)

50 is neutral. Buying by more insiders, top executives and bigger stakes raises it. Selling lowers it; pre-planned sales count less.

Weekly insider trend

13 weeks agoBoughtSoldThis week

Filing buzz

Last 7 days vs normal

0/ 100

This week: 1
Normal week: 1.5
vs normal: 0.7x

SEC filings of any kind. 50 means a normal week.

Institutional ownership

Steady

The share count changed with a stock split this quarter, so the change in holdings isn't comparable until next quarter.

Shares held by institutions27.4M

Sep '24Jun '26

Safety check

From SEC filings

Share count growthYearly rate, last 3 years

+0.8%

Cash runwayAt last year's cash burn

Cash flow positive

Debt to equityLatest balance sheet: debt compared with what owners have

No debt reported

Shares outstandingLatest reported

36M

Earnings reports

Last 12

Next reportAround Nov 17 (est.)Estimated from the same quarter last year

Results filedAug 3
Results filedMay 4
Results filedFeb 3
Results filedNov 18, 2025
Results filedAug 5, 2025

Flags and big holders

Offerings 6 months, flags 12 months, holders 90 days

New 5%+ holder (passive)Oct 27 · View filing ↗Big holder 5%+ holder update (passive)Jul 30 · View filing ↗Big holder 5%+ holder update (passive)Jul 29 · View filing ↗Big holder

Insider trades

Open-market buys and sells, last 90 days

Bought$00 insiders

Sold$1.1M3 insiders, 0 pre-planned

Insider	Trade	Shares	Avg price	Value	Owns after	Date
Ping NiCorp Controller	Sell	700	$167.14	$117K	5K	Oct 16Filing ↗
-11.6% of their holdings Not a pre-planned sale Filed 4 days after
William Marshall Jr MauneyVice President, R&D	Sell	301	$187.67	$56K	11K	Sep 30Filing ↗
-2.8% of their holdings Not a pre-planned sale Filed 2 days after
Brett Alan CopePresident & CEO	Sell	5K	$187.67	$901K	508K	Sep 30Filing ↗
-0.9% of their holdings Not a pre-planned sale Also Director Filed 2 days after