NASDAQ$POWL

Powell Industries Inc · Q4 2024 earnings

Q4 2024 earnings · · Investor relations

Briefing

Powell Industries reported strong Q4 2024 results with revenue increase and improved gross margin.

Powell Industries announced its Q4 and full year fiscal 2024 results, with Q4 revenues reaching $275 million, a 32% increase, and net income rising by 74% to $46 million. The company's backlog remained strong at $1.3 billion. For the full year, revenues hit $1.0 billion, a 45% increase, and net income soared by 175% to $150 million.

  • Q4 revenues increased by 32% to $275 million.
  • Gross profit for Q4 was $80 million, representing 29.2% of revenue.
  • Q4 net income increased 74% to $46 million, or $3.77 per diluted share.
  • Backlog remained at $1.3 billion as of September 30, 2024.

Headline financials

Total Revenue

$275M

Previous: $209M+31.8%
EPS (adj)

$3.77

Previous: $1.95+93.3%
Capital Expenditures

-$8.46M

Previous: $3.81M-321.8%
Free Cash Flow

-$14.4M

Previous: $73.4M-119.7%
Net Income

$46M

Previous: $26M+76.9%
Operating Income

$56.1M

Previous: $29.8M+88.3%
Gross Profit

$80.4M

Previous: $52M+54.7%
R&D Expense

$2.75M

Previous: $1.75M+57.0%
Stock-Based Comp

$927K

Previous: $685K+35.3%

Revenue & EPS history

Powell Industries · Revenue · Quarterly

$275M

Q4 2024+31.8%vs Q4 2023
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Forward guidance

Powell anticipates continued strength across most end markets and geographies in fiscal 2025, with expectations of another successful year driven by strong operational execution, commercial momentum, a robust backlog, strong liquidity, and a solid balance sheet.

Tailwinds

  • Continued strength across most end markets.
  • Strong operational execution.
  • Commercial momentum carrying into fiscal 2025.
  • Robust backlog.
  • Strong liquidity and a solid balance sheet.

Headwinds

  • Seasonally slower fiscal first quarter.
  • Risks related to forward-looking statements.
  • Competition and competitive pressures.
  • Sensitivity to general economic and industrial conditions.
  • International political and economic risks.

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 Q4 2024

Historical avgQ4 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%

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