Powell Industries, Inc.
In the published model solve dated 2026-Q2, anchored at $208.72, Powell Industries, Inc. (POWL) is priced for +33.8% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 27, 2026 from SEC EDGAR filings.
- Powell builds custom-engineered electrical switchgear and power systems, a project business now riding a wave of LNG, electric-utility, and data center demand. Backlog hit a record $1.8 billion, and a post-quarter mega data center order topped $400 million, the largest in company history. - The balance sheet is pristine: about $545 million of net cash, no debt, and a roughly 20% operating margin. The order book gives real visibility on the next year of revenue. - At $297.32 the price embeds ab
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465 institutional managers reported holding POWL in 13F filings for the quarter ended 2026-03-31. Together they hold about 26% of the company; the top 10 hold 13%. 92 opened new positions that quarter. Held by BlackRock, Vanguard Group, State Street, among others. On the short side, 2.7M shares were sold short as of the 2026-06-15 count, about 7% of shares outstanding (4.7 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
POWL's share count grew 3.6% over the past five years. It pays a dividend, and has for 13 years running, raised 3 years straight; the current rate is $1.07 a share annually. Cash returned over the past three years: $35.15M in dividends.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at POWL over the trailing three years. Absence is a fact about the company, not a signal. 19 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
POWL's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-03 | +40.7% | -0.3% |
| 2023-12-07 | -8.7% | +64.7% |
| 2024-02-01 | +48.5% | +13.3% |
| 2024-05-02 | +13.6% | -6.2% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
POWL's latest 8-K filings: 2026-08-03 (items 2.02, 8.01, 9.01); 2026-07-06 (items 5.02); 2026-05-05 (items 8.01, 9.01); 2026-05-04 (items 2.02, 9.01); 2026-03-31 (items 5.03, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.