NASDAQ$POWL

Powell Industries Inc · Q1 2025 earnings

Q1 2025 earnings · · After market close · Investor relations

Briefing

Powell Industries reported its first quarter fiscal 2025 results, highlighting strong revenue growth and increased net income.

Powell Industries announced a strong start to Fiscal 2025 with revenues totaling $241.4 million, a 24% increase year-over-year, and net income rising by 44% to $34.8 million. The company also reported robust new orders of $269 million, contributing to a stable backlog of $1.3 billion.

  • Revenues increased by 24% to $241.4 million compared to the prior year.
  • Net income grew by 44% to $34.8 million, resulting in diluted EPS of $2.86.
  • New orders totaled $269 million, a 36% increase, driven by strong activity in Oil & Gas and Electric Utility sectors.
  • Backlog remained stable at $1.3 billion as of December 31, 2024.

Headline financials

Total Revenue

$241M

Previous: $194M+24.4%
EPS (adj)

$2.86

Previous: $1.98+44.4%
Gross Profit Margin

24.7%

Previous: 24.8%-0.4%
New Orders

$269M

No prior period
Order Backlog

$1.38B

Previous: $1.3B+6.1%
Capital Expenditures

-$2.19M

Previous: -$1.24M-77.2%
Net Income

$34.8M

Previous: $24.1M+44.3%
Operating Income

$35.6M

Previous: $25.9M+37.4%
Gross Profit

$59.5M

Previous: $48.2M+23.5%
R&D Expense

$2.48M

Previous: $1.97M+25.9%

Revenue & EPS history

Powell Industries · Revenue · Quarterly

$241M

Q1 2025+24.4%vs Q1 2024
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Forward guidance

Powell Industries is encouraged by sustained commercial momentum and expects to deliver robust revenue and earnings throughout the rest of Fiscal 2025, supported by manufacturing capacity upgrades and diversification efforts.

Tailwinds

  • Planned manufacturing capacity upgrades on track for mid-fiscal 2025 completion, facilitating organic growth.
  • Diversification efforts continue to present new opportunities and awards in markets like data centers, utilities, carbon capture, and hydrogen.
  • Backlog is more diverse across market sectors than ever before, with rapidly expanding applications for custom-engineered products.
  • Sustained commercial momentum across end markets through the first fiscal quarter.
  • Ongoing focus on optimizing margin levers and the strength of the balance sheet.

Headwinds

  • No specific negative forward guidance was provided in the report.
  • No specific negative forward guidance was provided in the report.
  • No specific negative forward guidance was provided in the report.
  • No specific negative forward guidance was provided in the report.
  • No specific negative forward guidance was provided in the report.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

+3.0%

Avg return

Earnings day

+6.4%

Avg return

5 days after

+8.5%

Avg return

30 days after

48%

31 / 65 earnings

Positive

+48.5%

Q1 2024

Best reaction

-18.3%

Q4 2015

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026+19.1%+9.2%-3.5%
Q1 2026+16.3%+24.0%+6.7%
Q4 2025-11.2%-6.7%+3.5%
Q2 2025-8.1%-1.2%+0.4%
Q1 2025-6.5%-14.5%-33.5%
Q4 2024-9.4%+0.3%-15.8%
Q3 2024+33.3%+11.4%+18.2%
Q2 2024+13.6%+6.9%+37.6%
Q1 2024+48.5%+54.0%+132.0%
Q4 2023-8.7%-5.4%-7.7%
Q3 2023+40.7%+34.9%+38.2%
Q2 2023+22.0%+23.5%+43.6%
Q1 2023+16.6%+19.7%+17.0%
Q4 2022+23.0%+35.8%+35.1%
Q3 2022+3.8%+3.6%-5.8%
Q2 2022+16.5%+16.9%+39.2%
Q1 2022-17.8%-20.6%-24.4%
Q4 2021+11.7%+13.7%+18.9%
Q3 2021-4.1%-4.7%-11.3%
Q2 2021-0.0%+1.5%-4.3%
Q1 2021-2.7%-2.6%+6.4%
Q4 2020+7.0%+2.4%+19.0%
Q3 2020+1.7%+6.0%-1.1%
Q2 2020+15.5%+15.0%+27.2%
Q1 2020-8.4%-8.9%-24.5%
Q4 2019+14.1%+26.7%+22.3%
Q3 2019+8.5%+9.3%+4.9%
Q2 2019+14.2%+17.3%+18.6%
Q1 2019+5.8%+5.8%-1.8%
Q4 2018-6.5%-10.1%+2.6%
Q3 2018+8.3%+8.9%+3.4%
Q2 2018+14.9%+15.7%+16.9%
Q1 2018-1.7%-5.9%-7.0%
Q4 2017-2.5%-3.5%+1.4%
Q3 2017-4.2%-5.6%-18.3%
Q2 2017-1.3%-2.0%-3.5%
Q1 2017-9.0%-9.6%-15.8%
Q4 2016-10.2%-10.9%-11.7%
Q3 2016-1.7%+0.1%+9.1%
Q2 2016+3.7%
Q1 2016-8.8%
Q4 2015-18.3%
Q3 2015-7.8%
Q2 2015+5.8%
Q1 2015-10.2%
Q4 2014+10.8%
Q3 2014-8.3%
Q2 2014-1.3%
Q1 2014+0.2%
Q4 2013+0.0%
Q3 2013+1.5%
Q2 2013-3.6%
Q1 2013+16.1%
Q4 2012-0.2%
Q3 2012+7.5%
Q2 2012+8.0%
Q1 2011-10.9%
Q1 2012+3.2%
Q4 2011-6.5%
Q4 2009-6.5%
Q2 2011-6.5%
Q3 2011-2.4%
Q3 2010-2.4%
Q4 2010-2.4%
Q2 2010-4.9%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro