Overview

* Powell fiscal Q4 rev grows 8% yr/yr, beating analyst expectations

* Net income for fiscal Q4 rises 12% yr/yr

* Company completes acquisition of Remsdaq Ltd., enhancing electrical automation solutions

Outlook

* Powell expects continued strong order activity across major markets in Fiscal 2026

* Powell anticipates maintaining Fiscal 2025 margin profile in Fiscal 2026

* Powell's Jacintoport facility expansion to complete in second half of Fiscal 2026

Result Drivers

* ELECTRIC UTILITY GROWTH - Revenue growth driven by 100% increase in Electric Utility market

* PROJECT EXECUTION - Gross profit improvement due to favorable volume leverage and strong project execution

* REMSDAQ ACQUISITION - Acquisition of Remsdaq Ltd. to scale electrical automation solutions

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q4 Beat $298 mln $291.50

Revenue mln (3

Analysts

)

Q4 EPS $4.22

Q4 Net $51 mln

Income

Q4 Gross $94 mln

Profit

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the electrical components & equipment peer group is "buy"

* Wall Street's median 12-month price target for Powell Industries Inc ( POWL ) is $233.00, about 36.4% below its November 17 closing price of $317.81

* The stock recently traded at 21 times the next 12-month earnings vs. a P/E of 17 three months ago

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)