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Powell Industries Inc. (POWL) Stock Fundamental Analysis & AI Rating 2026

POWL Nasdaq Switchgear & Switchboard Apparatus NV CIK: 0000080420
Recently Updated • Analysis: Apr 14, 2026 • SEC Data: 2025-12-31
BUY
78% Conf
Pending
Analysis scheduled

📊 POWL Key Takeaways

Revenue: $251.2M
Net Margin: 16.5%
Free Cash Flow: $41.6M
Current Ratio: 2.29x
Debt/Equity: 0.00x
EPS: $3.40
AI Rating: BUY with 78% confidence
Powell Industries Inc. (POWL) receives a BUY rating with 78% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $251.2M, net profit margin of 16.5%, and return on equity (ROE) of 6.2%, Powell Industries Inc. demonstrates strong fundamentals in the Market sector. Below is our complete POWL stock analysis for 2026.

Is Powell Industries Inc. (POWL) a Good Investment?

Claude

Powell Industries demonstrates exceptional financial health with a fortress balance sheet ($490.6M cash, zero debt), strong profitability (16.5% net margin, 17% operating margin), and excellent cash generation ($41.6M FCF). However, revenue stagnation (0% YoY growth) and modest capital returns (6.2% ROE) present growth concerns that require monitoring in this cyclical industrial sector.

Why Buy Powell Industries Inc. Stock? POWL Key Strengths

Claude
  • + Pristine balance sheet with $490.6M cash and zero long-term debt eliminates financial distress risk
  • + Exceptional cash generation with 16.6% free cash flow margin and minimal capex requirements ($2M)
  • + Strong profitability with 16.5% net margin and 17% operating margin in industrial equipment sector
  • + Earnings growth (20.6% YoY) demonstrates operational execution and efficiency improvements
  • + Fortress liquidity position (2.29x current ratio, 2.08x quick ratio) provides strategic flexibility

POWL Stock Risks: Powell Industries Inc. Investment Risks

Claude
  • ! Top-line revenue completely flat (0% YoY growth) raises structural concerns about market position and growth trajectory
  • ! Modest capital efficiency with ROE of 6.2% and ROA of 3.8% suggests suboptimal capital deployment
  • ! Cyclical industry exposure (switchgear & electrical equipment) creates revenue volatility risk
  • ! Earnings growth decoupled from revenue growth may not be sustainable if driven by cost-cutting
  • ! Large cash position without clear capital allocation strategy suggests capital deployment challenges

Key Metrics to Watch

Claude
  • * Quarterly revenue growth trends - critical to determine if stagnation is temporary or structural
  • * Operating margin sustainability - verify if operational improvements can persist
  • * Free cash flow generation and capital allocation plans for $490.6M cash position
  • * Return on equity trajectory - monitor if efficiency gains translate to better ROIC
  • * Backlog and order trends in switchgear/industrial sector for forward visibility

Powell Industries Inc. (POWL) Financial Metrics & Key Ratios

Revenue
$251.2M
Net Income
$41.4M
EPS (Diluted)
$3.40
Free Cash Flow
$41.6M
Total Assets
$1.1B
Cash Position
$490.6M

💡 AI Analyst Insight

Strong liquidity with a 2.29x current ratio provides a solid financial cushion.

POWL Profit Margin, ROE & Profitability Analysis

Gross Margin 28.4%
Operating Margin 17.0%
Net Margin 16.5%
ROE 6.2%
ROA 3.8%
FCF Margin 16.6%

POWL vs Market Sector: How Powell Industries Inc. Compares

How Powell Industries Inc. compares to Market sector averages

Net Margin
POWL 16.5%
vs
Sector Avg 12.0%
POWL Sector
ROE
POWL 6.2%
vs
Sector Avg 15.0%
POWL Sector
Current Ratio
POWL 2.3x
vs
Sector Avg 1.8x
POWL Sector
Debt/Equity
POWL 0.0x
vs
Sector Avg 0.7x
POWL Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Powell Industries Inc. Stock Overvalued? POWL Valuation Analysis 2026

Based on fundamental analysis, Powell Industries Inc. has mixed fundamental signals relative to the Market sector in 2026.

Return on Equity
6.2%
Sector avg: 15%
Net Profit Margin
16.5%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Powell Industries Inc. Balance Sheet: POWL Debt, Cash & Liquidity

Current Ratio
2.29x
Quick Ratio
2.08x
Debt/Equity
0.00x
Debt/Assets
38.9%
Interest Coverage
910.02x
Long-term Debt
$0.0

POWL Revenue & Earnings Growth: 5-Year Financial Trend

POWL 5-year financial data: Year 2021: Revenue $518.5M, Net Income $9.9M, EPS $0.85. Year 2022: Revenue $532.6M, Net Income $16.7M, EPS $1.42. Year 2023: Revenue $699.3M, Net Income $631.0K, EPS $0.05. Year 2024: Revenue $1.0B, Net Income $13.7M, EPS $1.15. Year 2025: Revenue $1.1B, Net Income $54.5M, EPS $4.50.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Powell Industries Inc.'s revenue has grown significantly by 113% over the 5-year period, indicating strong business expansion. The most recent EPS of $4.50 reflects profitable operations.

POWL Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
16.6%
Free cash flow / Revenue

POWL Quarterly Earnings & Performance

Quarterly financial performance data for Powell Industries Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $241.4M $34.8M $2.86
Q3 2025 $286.3M $24.1M $3.79
Q2 2025 $255.1M $24.1M $2.75
Q1 2025 $194.0M $24.1M $1.98
Q3 2024 $192.4M $1.2M $1.52
Q2 2024 $171.4M $1.2M $0.70
Q1 2024 $126.9M $1.2M $0.10
Q3 2023 $135.5M $1.2M $0.42

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Powell Industries Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$43.6M
Cash generated from operations
Capital Expenditures
$2.0M
Investment in assets
Dividends Paid
$3.2M
Returned to shareholders

POWL SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Powell Industries Inc. (CIK: 0000080420)

📋 Recent SEC Filings

Date Form Document Action
Apr 13, 2026 4 xslF345X06/wk-form4_1776113226.xml View →
Apr 2, 2026 4 xslF345X06/wk-form4_1775160706.xml View →
Mar 31, 2026 8-K powl-20260331.htm View →
Mar 23, 2026 4 xslF345X06/primary_doc.xml View →
Mar 16, 2026 4 xslF345X05/wk-form4_1773691272.xml View →

Frequently Asked Questions about POWL

What is the AI rating for POWL?

Powell Industries Inc. (POWL) has an AI rating of BUY with 78% confidence, based on fundamental analysis of SEC EDGAR filings.

What are POWL's key strengths?

Claude: Pristine balance sheet with $490.6M cash and zero long-term debt eliminates financial distress risk. Exceptional cash generation with 16.6% free cash flow margin and minimal capex requirements ($2M).

What are the risks of investing in POWL?

Claude: Top-line revenue completely flat (0% YoY growth) raises structural concerns about market position and growth trajectory. Modest capital efficiency with ROE of 6.2% and ROA of 3.8% suggests suboptimal capital deployment.

What is POWL's revenue and growth?

Powell Industries Inc. reported revenue of $251.2M.

Does POWL pay dividends?

Powell Industries Inc. pays dividends, with $3.2M distributed to shareholders in the trailing twelve months.

Where can I find POWL SEC filings?

Official SEC filings for Powell Industries Inc. (CIK: 0000080420) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is POWL's EPS?

Powell Industries Inc. has a diluted EPS of $3.40.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is POWL a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Powell Industries Inc. has a BUY rating with 78% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is POWL stock overvalued or undervalued?

Valuation metrics for POWL: ROE of 6.2% (sector avg: 15%), net margin of 16.5% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy POWL stock in 2026?

Our dual AI analysis gives Powell Industries Inc. a combined BUY rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is POWL's free cash flow?

Powell Industries Inc.'s operating cash flow is $43.6M, with capital expenditures of $2.0M. FCF margin is 16.6%.

How does POWL compare to other Market stocks?

Vs Default sector averages: Net margin 16.5% (avg: 12%), ROE 6.2% (avg: 15%), current ratio 2.29 (avg: 1.8).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 14, 2026 | Data as of: 2025-12-31 | Powered by Claude AI