Jun 2026 (Q3 FY26) — Aug 4, 2026
Powell Industries Q3 FY26 — Record Orders and Backlog Driven by Data Center and LNG
Read the full callPowell Industries (POWL) earnings
- Jun 2026
- Jun 2026 (Q3 FY26)
- Sep 2025
Powell Industries earnings: last reported Tue, 4 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 312 | +8.9% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 20.6 | −0.4 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 52.2 | +8.1% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
$170.82 +0.76% · +$1.29
Performance +61.6% 1Y
1Y: $105.73 on 14 Oct 2025 → $170.82. High $322.05 (11 May 2026), low $94.02 (21 Nov 2025).
- Previous close
- $169.53
- 52-week range
- $94.02 – $322.05
- One year
- +55.40%
Overview
- Symbol
- POWL
- Exchange
- US
- Currency
- USD
Call summaries
Mar 2026 (Q2 FY26) — May 5, 2026
Powell Industries Q2 FY26 — Record Backlog and Strong Data Center Orders Drive Growth
Read the full callEvery analysed call
Powell Industries earnings calls (POWL)
Financials
What the filings say
Net profit, year on year: +8% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 275 | 241 | 279 | 286 | 298 | 251 | 297 | 312 |
| Operating profit | 56 | 36 | 59 | 60 | 63 | 43 | 58 | 64 |
| Operating margin | 20.4% | 14.7% | 21.1% | 21.0% | 21.2% | 17.0% | 19.4% | 20.6% |
| Profit before tax | 60 | 39 | 62 | 64 | 68 | 47 | 62 | 69 |
| Tax rate | 23.9% | 11.8% | 25.8% | 24.8% | 23.9% | 12.0% | 25.7% | 24.5% |
| Net profit | 46 | 35 | 46 | 48 | 51 | 41 | 46 | 52 |
| EPS ($ per share) | 3.84 | 2.89 | 1.28 | 1.33 | 4.26 | 3.42 | 1.26 | 1.43 |
| Line item | Sep 2018 | Sep 2019 | Sep 2020 | Sep 2021 | Sep 2022 | Sep 2023 | Sep 2024 | Sep 2025 |
|---|---|---|---|---|---|---|---|---|
| Reserves | 292 | 289 | 294 | 283 | 284 | 325 | 462 | 630 |
| Total liabilities | 128 | 168 | 166 | 135 | 196 | 407 | 445 | 468 |
| Fixed assets | 129 | 121 | 114 | 109 | 99 | 98 | 103 | 111 |
| Investments | 13 | 6 | 19 | 20 | 15 | 33 | 43 | 25 |
| Total assets | 430 | 467 | 472 | 436 | 493 | 752 | 928 | 1,109 |
| Line item | Sep 2018 | Sep 2019 | Sep 2020 | Sep 2021 | Sep 2022 | Sep 2023 | Sep 2024 | Sep 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | -29 | 69 | 72 | -30 | -4 | 183 | 109 | 168 |
| Cash from investing | 10 | 3 | -18 | -2 | 6 | -27 | -22 | -8 |
| Cash from financing | -13 | -14 | -13 | -13 | -13 | -13 | -19 | -25 |
| Net cash flow | -31 | — | — | — | — | — | — | — |
| Capital expenditure | -4 | -4 | -5 | -3 | -2 | -8 | -12 | -13 |
| Free cash flow | -33 | 65 | 67 | -33 | -6 | 175 | 97 | 155 |
POWL revenue by segment
| Segment | Q2 FY2024 | Q3 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q1 FY2026 | Q2 FY2026 | Q3 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Reportable | — | — | — | — | — | 100% | 100% | 100% | — |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
POWL operating KPIs by quarter
| KPI | Mar 2026 Q2 FY26 | Jun 2026 Q3 FY26 | Change vs prior quarter |
|---|---|---|---|
| Orders | $490MWe recorded $490 million of new orders in the quarter, bringing our midyear total to nearly $1 billion in new awards.Source: earnings call transcript | $934MOverall, Powell's awarded a record $934 million of new orders in the third quarter which is nearly 3x higher than the prior year and nearly double the order total from last quarter.Source: earnings call transcript | +90.6% |
| Backlog | $1.8BOur backlog now sits at $1.8 billion, 12% higher than the prior quarter and 33% higher than 1 year ago.Source: earnings call transcript | <$2.4BOur backlog is now nearly $2.4 billion, again, the highest in Powell's history and it is notable that we have booked over $1.8 billion of new awards over the past 3 quarters.Source: earnings call transcript | — |
| Book-to-bill ratio | 1.7 ratioAs a result of the strong commercial activity across our key end markets, the book-to-bill ratio for both the second quarter as well as the first half of fiscal 2026 is 1.7x.Source: earnings call transcript | 3 ratioThe resulting book-to-bill ratio for the third fiscal quarter is 3.0x while this ratio on a fiscal year-to-date basis is 2.2x, with reported backlog reaching a new high of $2.4 billion at the end of the third fiscal quarter, $967 million higher versus 1 year ago and $619 million higher sequentially.Source: earnings call transcript | +76.5% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Revenue by region
Q3 FY2026 · share of revenue
- US 80% ↓ 4 pt
- CA 8% ↓ 3 pt
- Middle East and Africa 5% ↑ 4 pt
- Asia Pacific 4% ↑ 3 pt
- Europe 3% ↓ 1 pt
- Mexico Central America and South America <1%
As POWL cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
111 filings between Oct 16, 2025 and Oct 1, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$69.34M
72 sales by 10 insiders
50% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 26
- Award — granted as compensation
- 11
- Tax withheld — shares kept back by the company to cover tax
Also filed: 2 gifts.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| POWELL THOMAS W | — | $50.96M | Jun 25, 2026 |
| COPE BRETT ALAN | — | $7.24M | Sep 30, 2026 |
| METCALF MICHAEL WILLIAM | — | $2.86M | Jun 30, 2026 |
| McKertcher Terry B | — | $2.39M | Feb 6, 2026 |
| Williams Richard E | — | $2.03M | Aug 14, 2026 |
| Mauney William Marshall Jr | — | $1.86M | Sep 30, 2026 |
| Birchall John | — | $1.40M | Feb 9, 2026 |
| Singh Mohit | — | $395.8K | May 28, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 1, 2026 | McKertcher Terry B Vice President, Operations | Award | 600 | $109.0K |
| Oct 1, 2026 | Birchall John Managing Director | Award | 400 | $72.7K |
| Oct 1, 2026 | JOHNSON JAMES EDGAR JR Vice President, Operations | Award | 625 | $113.5K |
| Oct 1, 2026 | Mauney William Marshall Jr Vice President, R&D | Award | 525 | $95.4K |
| Oct 1, 2026 | COPE BRETT ALAN President & CEO | Award | 7,100 | $1.29M |
| Oct 1, 2026 | TUNINETTI DAVIDE CHIEF HUMAN RESOURCE OFFICER | Award | 600 | $109.0K |
| Oct 1, 2026 | Ni Ping Corp Controller | Award | 200 | $36.3K |
| Oct 1, 2026 | HOGLUND PETER G Vice Pres, Global Service | Award | 475 | $86.3K |
| Oct 1, 2026 | Eckenrode David L Assistant Secretary/Treasurer | Award | 165 | $30.0K |
| Oct 1, 2026 | METCALF MICHAEL WILLIAM Exec Vice President | Award | 2,000 | $363.3K |
| Sep 30, 2026 | Mauney William Marshall Jr Vice President, R&D | Sale | 301 | $56.5K |
| Sep 30, 2026 | Birchall John Managing Director | Tax withheld | 599 | $112.4K |
| Sep 30, 2026 | McKertcher Terry B Vice President, Operations | Tax withheld | 700 | $131.4K |
| Sep 30, 2026 | Eckenrode David L Assistant Secretary/Treasurer | Tax withheld | 230 | $43.2K |
| Sep 30, 2026 | COPE BRETT ALAN President & CEO | Sale | 4,799 | $900.6K |
| Sep 30, 2026 | TUNINETTI DAVIDE CHIEF HUMAN RESOURCE OFFICER | Tax withheld | 99 | $18.6K |
| Sep 30, 2026 | METCALF MICHAEL WILLIAM Exec Vice President | Tax withheld | 1,401 | $262.9K |
| Sep 30, 2026 | Ni Ping Corp Controller | Tax withheld | 230 | $43.2K |
| Sep 30, 2026 | HOGLUND PETER G Vice Pres, Global Service | Tax withheld | 99 | $18.6K |
| Aug 14, 2026 | Williams Richard E Director | Sale 10b5-1 plan | 2,250 | $456.9K |
| Aug 13, 2026 | COPE BRETT ALAN President & CEO | Sale 10b5-1 plan | 4,500 | $931.5K |
| Jul 9, 2026 | COPE BRETT ALAN President & CEO | Sale 10b5-1 plan | 4,440 | $1.07M |
| Jul 1, 2026 | COPE BRETT ALAN President & CEO | Sale | 36,000 | $360 |
| Jun 30, 2026 | METCALF MICHAEL WILLIAM Exec Vice President | Sale 10b5-1 plan | 187 | $52.4K |
| Jun 30, 2026 | METCALF MICHAEL WILLIAM Exec Vice President | Sale 10b5-1 plan | 387 | $109.3K |
| Jun 30, 2026 | METCALF MICHAEL WILLIAM Exec Vice President | Sale 10b5-1 plan | 499 | $143.5K |
| Jun 30, 2026 | METCALF MICHAEL WILLIAM Exec Vice President | Sale 10b5-1 plan | 619 | $174.1K |
| Jun 30, 2026 | METCALF MICHAEL WILLIAM Exec Vice President | Sale 10b5-1 plan | 1,235 | $353.9K |
| Jun 30, 2026 | METCALF MICHAEL WILLIAM Exec Vice President | Sale 10b5-1 plan | 697 | $199.1K |
| Jun 30, 2026 | METCALF MICHAEL WILLIAM Exec Vice President | Sale 10b5-1 plan | 471 | $133.9K |
| Jun 30, 2026 | METCALF MICHAEL WILLIAM Exec Vice President | Sale 10b5-1 plan | 405 | $114.8K |
| Jun 26, 2026 | HOGLUND PETER G Vice Pres, Global Service | Tax withheld | 585 | $168.3K |
| Jun 25, 2026 | POWELL THOMAS W 10% owner | Sale | 33,958 | $10.00M |
| Jun 11, 2026 | COPE BRETT ALAN President & CEO | Sale 10b5-1 plan | 4,440 | $1.21M |
| May 28, 2026 | Singh Mohit Director | Sale 10b5-1 plan | 1,350 | $395.8K |
| May 14, 2026 | Williams Richard E Director | Sale | 740 | $222.5K |
| May 14, 2026 | Williams Richard E Director | Sale | 4,370 | $1.31M |
| May 14, 2026 | COPE BRETT ALAN President & CEO | Sale 10b5-1 plan | 4,440 | $1.34M |
| May 14, 2026 | Williams Richard E Director | Sale | 140 | $42.1K |
| May 11, 2026 | Mauney William Marshall Jr Vice President, R&D | Sale | 927 | $298.4K |
| May 11, 2026 | Mauney William Marshall Jr Vice President, R&D | Sale | 313 | $101.7K |
| May 11, 2026 | Mauney William Marshall Jr Vice President, R&D | Sale | 9 | $2.9K |
| May 11, 2026 | Mauney William Marshall Jr Vice President, R&D | Sale | 66 | $21.6K |
| May 11, 2026 | Mauney William Marshall Jr Vice President, R&D | Sale | 623 | $203.1K |
| May 11, 2026 | Mauney William Marshall Jr Vice President, R&D | Sale | 176 | $57.0K |
| May 11, 2026 | Mauney William Marshall Jr Vice President, R&D | Sale | 386 | $124.6K |
| Apr 9, 2026 | COPE BRETT ALAN President & CEO | Sale 10b5-1 plan | 4,440 | $1.04M |
| Mar 31, 2026 | METCALF MICHAEL WILLIAM Exec Vice President | Sale 10b5-1 plan | 80 | $41.0K |
| Mar 31, 2026 | METCALF MICHAEL WILLIAM Exec Vice President | Sale 10b5-1 plan | 50 | $27.1K |
| Mar 31, 2026 | METCALF MICHAEL WILLIAM Exec Vice President | Sale 10b5-1 plan | 80 | $40.9K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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