POWL
Powell Industries, Inc.332.65
+4.71+1.44%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
4.02BP/E (TTM)
22.37Basic EPS (TTM)
14.87Dividend Yield
0%Recent Filings
10-K
8-K
10-Q
Q3 FY2025 results
Powell Industries posted Q3 FY2025 revenues of $286.3M, down 1% y/y but up 10% q/q (derived), with gross margins expanding to 31% from 28% y/y on strong project execution and closeouts. Operating income rose 5% y/y to $60.1M, while diluted EPS climbed to $3.96 from $3.79, reconciling neatly to 12.2M weighted shares. YTD revenue surged 9% y/y to $806.3M, driving net income to $129.3M and EPS to $10.63, fueled by electric utility (24% of revenue) and oil/gas (37%) segments. Cash swelled to $398.5M with $106.9M operating inflow, no debt drawn on $150M revolver ($74M available), and FCF at $95.5M (derived). Backlog hit $1.4B. Agreed to acquire Remsdaq in Q4 FY2025 for $16.3M cash (upfront $13.8M, rest contingent). Yet supply chain snarls persist as a drag.
8-K
Q3 results steady, dividend up
Powell Industries reported Q3 fiscal 2025 revenues of $286 million, flat year-over-year, but boosted gross profit to $88 million at 30.7% margin—up 8%—thanks to sharp execution and project closeouts. New orders hit $362 million, lifting backlog to $1.4 billion, while net income rose 4% to $48 million. Board declared $0.2675 quarterly dividend, payable September 17. Post-quarter, they inked a deal for Remsdaq to fortify automation offerings. Backlog surges signal steady demand, yet market dips in oil and gas linger.
8-K
Board appoints new director
Powell Industries expanded its board from eight to nine directors, appointing Mark W. Smith to the new seat effective August 1, 2025, with his term running until the 2027 annual stockholder meeting. Smith joins the Audit Committee, receiving standard non-employee director compensation plus a prorated $50,000 initial stock award vesting in one year. This addition bolsters governance oversight amid the company's operations. No related arrangements or conflicts disclosed.
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