Powell Industries Q4 Earnings & Revenues Top Estimates, Increase Y/Y

Powell Industries, Inc.’s POWL fourth-quarter fiscal 2025 (ended September 2025) adjusted earnings of $4.22 per share surpassed the Zacks Consensus Estimate of $3.76. The bottom line increased 12% year over year.Powell Industries’ total revenues of $298 million beat the consensus estimate of $293 million. The top line increased 8% year over year. The year-over-year increase was primarily attributable to strength in the electric utility and light rail traction power markets.Inside the HeadlinesIn the fiscal fourth quarter, revenues from the electric utility sector increased 100% year over year. The commercial & other industrial sector’s revenues decreased 9%. Revenues from the oil & gas and petrochemical sectors declined 10% and 25%, respectively, on a year-over-year basis.In the fiscal fourth quarter, new orders totaled $271 million compared with $267 million in the year-ago quarter. The increase was driven by robust order activity in the electric utility, commercial and other industrial sectors. Exiting the quarter, its backlog totaled $1.4 billion, down 2% on a sequential and up 3% on a year-over-year basis.Powell Industries, Inc. Price, Consensus and EPS Surprise Powell Industries, Inc. price-consensus-eps-surprise-chart | Powell Industries, Inc. QuoteMargin Profile of POWLIn the fiscal fourth quarter, Powell Industries’ cost of sales increased 5% year over year to $204.5 million. Gross profit increased 16.3% year over year to $93.5 million while the margin increased 220 basis points (bps) to 31.4%. Selling, general and administrative expenses were $27 million, up 25.4% year over year.Operating income increased 12.7% year over year to $63.2 million. The operating margin was 21.2%, up 80 bps year over year.Powell Industries’ Balance Sheet and Cash FlowExiting the fourth quarter of fiscal 2025, Powell Industries had cash equivalents and short-term investments of $475.5 million compared with $358.4 million at the end of fiscal 2024 (ended September 2024). Current liabilities were $446.4 million compared with $428 million at the end of fiscal 2024.Stockholders’ equity totaled $640.8 million. In fiscal 2025, capital expenditure totaled $13.1 million, up 9.7% year over year.In the same period, the company used $12.9 million for distributing dividends, up 1.7% on a year-over-year basis.Fiscal 2026 GuidanceGiven Powell Industries’ robust backlog, solid liquidity and a strong balance sheet, it looks forward to witnessing solid revenues and earnings in fiscal 2026 (ending September 2026).POWL’s Zacks RankThe company currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.Performance of Other CompaniesDover Corporation DOV reported earnings of $2.62 per share in third-quarter 2025, beating the Zacks Consensus Estimate of $2.50. This compares with earnings of $2.27 per share a year ago.Dover posted revenues of $2.08 billion in the quarter, missing the Zacks Consensus Estimate by 0.6%. This compares with year-ago revenues of $1.98 billion.Ardagh Metal Packaging S.A. AMBP came out with earnings of eight cents per share in the third quarter of 2025, beating the Zacks Consensus Estimate of seven cents. This compares with earnings of eight cents per share a year ago.Ardagh Metal posted revenues of $1.43 billion in the quarter, beating the Zacks Consensus Estimate by 2.7%. This compares with year-ago revenues of $1.31 billion. Packaging Corporation of America PKG reported earnings of $2.73 per share in the third quarter, missing the Zacks Consensus Estimate of $2.83. This compares with earnings of $2.65 per share a year ago.Packaging Corp. posted revenues of $2.31 billion in the quarter, surpassing the Zacks Consensus Estimate by 2.2%. This compares with year-ago revenues of $2.18 billion.#1 Semiconductor Stock to Buy (Not NVDA)The incredible demand for data is fueling the market's next digital gold rush. As data centers continue to be built and constantly upgraded, the companies that provide the hardware for these behemoths will become the NVIDIAs of tomorrow.One under-the-radar chipmaker is uniquely positioned to take advantage of the next growth stage of this market. It specializes in semiconductor products that titans like NVIDIA don't build. It's just beginning to enter the spotlight, which is exactly where you want to be.See This Stock Now for Free >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Dover Corporation (DOV): Free Stock Analysis Report Packaging Corporation of America (PKG): Free Stock Analysis Report Powell Industries, Inc. (POWL): Free Stock Analysis Report Ardagh Metal Packaging S.A. (AMBP): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks