Sidoti Predicts Increased Earnings for Powell Industries

Powell Industries, Inc. (NASDAQ:POWL) – Stock analysts at Sidoti upped their Q3 2026 earnings estimates for Powell Industries in a report issued on Tuesday, March 24th. Sidoti analyst J. Franzreb now anticipates that the industrial products company will post earnings per share of $4.47 for the quarter, up from their prior forecast of $4.00. The consensus estimate for Powell Industries’ current full-year earnings is $13.71 per share. Sidoti also issued estimates for Powell Industries’ FY2026 earnings at $17.17 EPS, Q2 2027 earnings at $4.56 EPS, Q3 2027 earnings at $4.89 EPS, Q4 2027 earnings at $5.49 EPS and FY2027 earnings at $18.66 EPS.

Powell Industries (NASDAQ:POWL) last posted its earnings results on Tuesday, February 3rd. The industrial products company reported $3.40 earnings per share for the quarter, topping analysts’ consensus estimates of $2.85 by $0.55. Powell Industries had a net margin of 16.82% and a return on equity of 30.64%. The company had revenue of $251.18 million for the quarter, compared to analyst estimates of $255.34 million. During the same quarter in the prior year, the business posted $2.86 EPS. The firm’s revenue was up 4.1% compared to the same quarter last year.

POWL has been the topic of several other research reports. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Powell Industries in a research report on Monday, December 29th. Wall Street Zen lowered Powell Industries from a “buy” rating to a “hold” rating in a research report on Saturday, March 7th. Cantor Fitzgerald lifted their price objective on shares of Powell Industries from $427.00 to $481.00 and gave the stock a “neutral” rating in a report on Thursday, February 5th. Finally, Glj Research started coverage on shares of Powell Industries in a report on Thursday, March 5th. They set a “hold” rating and a $450.00 price objective on the stock. Two investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, Powell Industries presently has an average rating of “Moderate Buy” and a consensus price target of $427.00.

Powell Industries Stock Performance

POWL stock opened at $538.04 on Thursday. The business has a 50-day simple moving average of $514.05 and a two-hundred day simple moving average of $396.56. The company has a market capitalization of $6.53 billion, a P/E ratio of 34.96, a price-to-earnings-growth ratio of 2.28 and a beta of 0.82. Powell Industries has a 52-week low of $152.89 and a 52-week high of $612.50.

Shares of Powell Industries are going to split before the market opens on Monday, April 6th. The 3-1 split was recently announced. The newly created shares will be payable to shareholders after the market closes on Sunday, April 5th.

Institutional Investors Weigh In On Powell Industries

Hedge funds have recently made changes to their positions in the business. Greenline Wealth Management LLC bought a new position in Powell Industries during the fourth quarter valued at about $29,000. Avanza Fonder AB bought a new stake in Powell Industries in the fourth quarter worth about $30,000. Elevation Point Wealth Partners LLC purchased a new position in Powell Industries in the second quarter valued at about $33,000. State of Wyoming bought a new position in shares of Powell Industries during the 2nd quarter valued at approximately $33,000. Finally, Steward Partners Investment Advisory LLC grew its position in shares of Powell Industries by 126.0% during the 4th quarter. Steward Partners Investment Advisory LLC now owns 113 shares of the industrial products company’s stock valued at $36,000 after acquiring an additional 63 shares during the period. 89.77% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In related news, CEO Brett Alan Cope sold 1,480 shares of the stock in a transaction that occurred on Thursday, March 12th. The stock was sold at an average price of $504.80, for a total transaction of $747,104.00. Following the completion of the sale, the chief executive officer directly owned 169,291 shares of the company’s stock, valued at approximately $85,458,096.80. This trade represents a 0.87% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Treasurer David L. Eckenrode sold 295 shares of Powell Industries stock in a transaction on Tuesday, February 10th. The stock was sold at an average price of $570.00, for a total value of $168,150.00. Following the sale, the treasurer owned 443 shares in the company, valued at $252,510. This trade represents a 39.97% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 78,416 shares of company stock valued at $41,912,270. Insiders own 2.20% of the company’s stock.

Powell Industries Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, March 18th. Stockholders of record on Wednesday, February 18th were issued a $0.27 dividend. This is a boost from Powell Industries’s previous quarterly dividend of $0.27. This represents a $1.08 annualized dividend and a dividend yield of 0.2%. The ex-dividend date of this dividend was Wednesday, February 18th. Powell Industries’s dividend payout ratio is currently 7.02%.

Trending Headlines about Powell Industries

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

• Positive Sentiment: Sidoti sharply raised multi‑period EPS forecasts (FY2026, FY2027 and several quarters), boosting forward earnings expectations and signaling stronger margin/earnings visibility — a clear catalyst for higher valuation multiples. Read More.
• Positive Sentiment: An analyst raised the Q2 EPS estimate for Powell, reinforcing near‑term earnings momentum and supporting the stock’s intraday strength. Read More.
• Positive Sentiment: Coverage summaries note that Wall Street analysts are broadly bullish on POWL, which can attract incremental buy interest and improve liquidity as investors chase analyst‑backed names. Read More.
• Negative Sentiment: Recent volatility: a Zacks recap highlighted a sharp one‑day decline the prior session, reflecting heightened short‑term trading risk and the possibility of momentum reversals despite the latest upgrades. Read More.

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.