NASDAQ$POWL

Powell Industries Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Powell Industries' second quarter performance showcased substantial revenue growth and improved profitability.

Powell Industries reported a strong second quarter with a 49% increase in revenue, driven by growth in the Oil and Gas, Petrochemical, Commercial, and Electric Utility sectors. Gross profit margin improved significantly, and net income rose substantially compared to the previous year. Backlog remained strong at $1.3 billion.

  • Revenues increased by 49% to $255 million.
  • Gross profit margin improved by 510 basis points to 24.6%.
  • Net income reached $33 million, or $2.75 per diluted share.
  • Backlog remained steady at $1.3 billion.

Headline financials

Total Revenue

$255M

Previous: $171M+48.8%
EPS

$2.75

Previous: $0.70+292.9%
Gross Profit Margin

24.6%

No prior period
Order Backlog

$1.3B

Previous: $1B+30.0%
Capital Expenditures

-$2.14M

Previous: -$3.36M+36.3%
Free Cash Flow

$31.4M

Previous: $5.12M+512.7%
Net Income

$33.5M

Previous: $8.47M+295.2%
Operating Income

$39.5M

Previous: $10.1M+292.0%
Gross Profit

$62.7M

Previous: $33.4M+87.6%
R&D Expense

$2.28M

No prior period
Stock-Based Comp

$1.21M

Previous: $1.65M-26.9%

Revenue & EPS history

Powell Industries · Revenue · Quarterly

$255M

Q2 2024+48.8%vs Q2 2023
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Forward guidance

Powell Industries anticipates a strong financial performance in Fiscal 2024, supported by favorable dynamics in its core Industrial, Electric Utility, and Commercial and Other Industrial markets. The company's backlog and commercial activity are expected to sustain this performance into Fiscal 2025. Capacity initiatives are on track to support current and future backlog.

Tailwinds

  • Core Industrial end markets exhibiting favorable dynamics and activity levels.
  • Electric Utility market shows promising growth.
  • Commercial and Other Industrial markets are expanding.
  • Quality and duration of backlog support sustained financial performance.
  • Capacity initiatives progressing as planned to service backlog.

Headwinds

  • Potential impact on LNG projects due to pause on export permitting by the Department of Energy.
  • Timing of future LNG projects may be affected.
  • General economic and industrial conditions can pose risks.
  • International political and economic risks could create uncertainty.
  • Availability and price of raw materials may fluctuate.

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 Q2 2024

Historical avgQ2 2024

+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