The mixed quarter may cause short-term pressure on the stock due to the EPS miss, but the record order activity and backlog growth support a positive outlook. Watch for analyst revisions and future order announcements to confirm the demand trajectory.
Price Chart
Executive Summary
Powell Industries reported Q2 Fiscal 2026 EPS of $1.25, missing the $1.34 consensus by 6.7%, while revenue of $296.6M was slightly below the $299.1M estimate. However, new orders surged 97% to $490M, backlog grew 33% to $1.8B, and a massive $400M+ data center order was awarded post-quarter, indicating strong future demand.
Key Financial Metrics
Key Facts
- EPS $1.25 vs consensus $1.34 (miss of 6.7%)
- Revenue $296.6M vs consensus $299.1M (in-line)
- Revenue grew 6% YoY to $296.6M
- Net income $45.9M declined 1% YoY
- New orders $490M, up 97% YoY
- Backlog $1.8B, up 33% YoY
- Subsequent mega data center order valued >$400M
- Gross margin 29.6% vs 29.9% a year ago
Financial Impact
EPS miss of $0.09 vs consensus, but order momentum suggests significant revenue growth ahead
Risk Factors
- EPS miss could lead to near-term selling pressure
- Execution risk on record backlog
- Potential for order cancellations or scope reductions
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3287156 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 17, 2026 6w ago | Insider Cluster | $218.73 $171.37 | ▼ −21.65% | ▼ −19.67% | $190.60 (−12.86%) |
Aug 9, 2026 7w ago | Institutional Cluster | $207.22 $183.85 | ▼ −11.28% | ▼ −10.36% | $190.60 (−8.02%) |
Aug 3, 2026 8w ago | Press Release | $211.38 $172.14 | ▼ −18.56% | ▼ −17.33% | $190.60 (−9.83%) |
Jul 6, 2026 12w ago | Insider Cluster | $248.05 $208.68 | ▼ −15.87% | ▼ −15.31% | $190.60 (−23.16%) |
Jul 1, 2026 13w ago | Insider Cluster | $264.86 $186.39 | ▲ +29.63% | ▲ +27.44% | $190.60 (+28.04%) |
May 15, 2026 20w ago | Insider Cluster | $266.71 $292.70 | ▲ +9.75% | ▲ +8.16% | $190.60 (−28.54%) |
May 12, 2026 20w ago | Court Ruling | $308.05 $262.34 | ▼ −14.84% | ▼ −13.11% | $190.60 (−38.13%) |
May 5, 2026 21w ago | 8-K | $294.69 $299.07 | ▲ +1.49% | ▼ −3.47% | $190.60 (−35.32%) |
May 4, 2026 21w ago | Press Release | $294.69 $299.07 | ▲ +1.49% | ▼ −3.47% | $190.60 (−35.32%) |
Apr 20, 2026 23w ago | Press Release | $240.97 $266.80 | ▲ +10.72% | ▲ +5.80% | $190.60 (−20.90%) |
US Market Status
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