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POPOWL

Powell Industries, Inc.

$POWL·$8.5B·Electrical Equipment & Parts·Industrials
$235.51-0.1%YTD+118.3%1Y+225.1%
Mentions · last 7 days
2026-07-09: 8 posts2026-07-10: 6 posts2026-07-11: 6 posts2026-07-12: 9 posts2026-07-13: 14 posts2026-07-14: 12 posts2026-07-15: 22 posts78+6%
Price updated 13m ago·X counts updated 2d ago
POPOWL
$POWLPowell Industries, Inc.
$235.52-0.12%78 posts+6%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $POWL, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersCooling offAI verdict · as of 2026-07-17

Catching its breath after a run — could pick back up or fade from here.

Powell Industries is the AI-datacenter power-infrastructure re-rating story — $12.4M of officer selling is the specific check.

Powell Industries is the specific medium-voltage switchgear, transformer, and bus-duct manufacturer now reframed as an AI-datacenter power-infrastructure play. The stock is up 225% over twelve months on the specific re-rating.

Where both sides land:

  • The AI-datacenter positioning is category-defining: medium-voltage switchgear, transformers and bus duct are becoming critical inside hyperscaler AI campuses — meaning Powell captures specific incremental revenue from the AI-capex cycle.
  • Fundamentals are best-in-class specialty industrial: 20% operating margin and 24% ROIC at 55x TTM P/E — the specific numbers that let Powell earn a durable multiple as an AI-adjacent industrial.
  • The tape has cooled: sitting 16% below the 50-day but 28% above the 200-day at 64% of the 52-week range with today's -4.5% drop — a healthy pullback in an established uptrend.
  • The insider signal is the specific check: officers sold $12.4M in the last two weeks — concentrated executive distribution into the strength that says specific timing risk into earnings.

Aug 4 earnings is the trigger. A number confirming continued data-center order growth plus specific hyperscaler-customer commentary extends the leg; a soft data-center print with muted commentary is the specific setup that would validate the officer positioning.

Agrees with X sentimentX is bullish on the AI-datacenter power-infrastructure re-rating, the $500K-to-$10M challenge basket inclusion, and the specific ALAB/VRT/CRDO peer grouping, and the fundamentals genuinely justify the re-rating — 24% ROIC is elite. The check the corpus isn't fully sizing is $12.4M of officer sales in two weeks; that's the specific timing signal.

What to watch: The Aug 4 print — data-center order trajectory, hyperscaler customer commentary, and gross margin trend. Above-consensus data-center orders extend the leg; a soft print activates the insider-positioning risk.

On the calendar: 2026-08-04 — Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-05-31

Powell Industries is being reframed from an industrial electrical supplier into an AI-data-center power infrastructure play — medium-voltage switchgear, transformers and bus duct are becoming critical inside hyperscaler AI campuses. POWL sits at 85% above its 200-DMA and is named in the $500K to $10M challenge basket alongside $ALAB, $VRT and $CRDO, leading at +45.4% YTD. Tone is uniformly bullish.

Read the AI verdict + X sentiment for $POWL

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  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Designs and manufactures custom medium-voltage switchgear, motor control centers, and power distribution systems for energy and industrial customers.

Industry overviewAI analysisGenerated by AI from underlying data

Where Electrical Equipment & Parts sits in its cycle right now — and what that implies for $POWL.

Electrical Equipment & Parts · Industrials

No material change from last week — VRT and NVT confirmed at fresh highs that hyperscaler rack power acceleration is a multi-year capex cycle for electrical infrastructure.

What this means for $POWL

Partial — Designs and manufactures custom medium-voltage switchgear, motor control centers, and power distribution systems for energy and industrial customers; exposure exists but is diluted by diverse end markets and revenue mix.

Industry benchmark

32-name peer basket
+10.0%YTD
+69.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
55.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
23.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
19.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
1.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
9.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
28.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
30.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 4, 2026$1.25$1.34-6.7%
Q4 2025Feb 3, 2026$1.13$0.95+18.9%
Q3 2025Nov 18, 2025$4.22$3.78+11.6%
Q2 2025Aug 5, 2025$3.96$3.73+6.2%
Next earningsTue, Aug 4·consensus EPS $1.49

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$296.6M+6.5%29.6%19.4%$1.26$49.3M
Q1 FY26$251.2M+4.0%28.4%17.0%$1.14$41.6M
Q4 FY25$298.0M+8.3%31.4%21.2%$1.42$59.3M
Q3 FY25$286.3M-0.7%30.7%21.0%$1.33$42.3M

Forward consensus

5-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.2B$1.2B – $1.2B$5.46$5.27 – $5.664
FY27$1.4B$1.3B – $1.6B$6.57$5.76 – $7.293
FY28$1.7B$1.7B – $1.7B$7.94$7.07 – $9.384
FY29$1.7B$1.6B – $1.8B$8.13$7.61 – $8.952
FY30$1.9B$1.9B – $2.1B$9.37$8.77 – $10.322

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.64%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-16.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+28.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 28.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.145-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 9Cope Brett AlanCEO4.4K sh$1.1MSellJul 1Cope Brett AlanCEO36.0K sh$360SellJun 30Metcalf Michael WilliamPresident4.5K sh$1.3MSellJun 25Thomas W Powell10% owner34.0K sh$10.0MSellJun 11Cope Brett AlanCEO4.4K sh$1.2MSellMay 28Mohit SinghDirector1.4K sh$396KSellMay 14Cope Brett AlanCEO4.4K sh$1.3MSellMay 14Richard E WilliamsDirector5.3K sh$1.6MSellMay 11Mauney William Marshall JrPresident2.5K sh$809KSellApr 9Cope Brett AlanCEO4.4K sh$1.0M
1–10 of 16
+ 9 other (7 awards · 1 inkind · 1 gift) in window

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  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeJul 68-K — Item 5.02: Officer or director change
AI summary

Powell Industries' Board approved a special one-time RSU award of 36,000 shares of common stock for President, CEO, and Chairman Brett A. Cope on July 1-2, 2026, under the 2014 Equity Incentive Plan. The award is specifically designed to incentivize Cope to continue service beyond age 60, which is the contractual retirement eligibility date at which his outstanding equity awards would vest immediately. At Powell's current share price (~$340), this represents approximately $12.2 million in retention equity. This is a material retention grant for a CEO who is approaching retirement eligibility, reflecting the board's efforts to retain key leadership.

3New insider — initial holdingsMay 283
AI summary

James Edgar Johnson Jr. filed an initial Form 3 for Powell Industries Inc. (POWL) as of May 21, 2026, reporting his initial beneficial ownership as a new Section 16 insider (director or officer). This is a routine compliance filing.

8-KCharter amendmentMar 318-K — Item 5.03: Charter amendment
AI summary

POWL filed an 8-K (Item 5.03) dated 2026-03-31. – Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year. On March 6, 2026, Powell Industries, Inc.

8-KShareholder voteFeb 188-K — Item 5.07: Shareholder vote · Item 8.01: Other event
+ 7 other (2 10-Qs · 1 SD · 1 routine 8-K · 1 earnings 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Powell Industries (POWL) Sees a More Significant Dip Than Broader Market: Some Facts to Knowzacks.com·21h agoThese Two AI Energy Innovators Rise On Analyst Upgrades: 'We Were Wrong'investors.com·2d agoWall Street Bulls Look Optimistic About Powell Industries (POWL): Should You Buy?zacks.com·2d agoISCG vs. RZG: Which Small-Cap Growth ETF Is the Better Buy for Investors?fool.com·4d agoPowell Industries (POWL) Outperforms Broader Market: What You Need to Knowzacks.com·8d ago

In themes

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Voices on X · top 1 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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