<- Go home

Added to YB: 2026-02-12

Pitch date: 2026-02-10

POWL [bullish]

Powell Industries, Inc.

-8.49%

current return

Author Info

Investment ideas on Digital Infra, SaaS & Defense. Sign up for the newsletter.

Company Info

Powell Industries, Inc., together with its subsidiaries, designs, develops, manufactures, sells, and services custom-engineered equipment and systems.

Market Cap

$6.8B

Pitch Price

$586.13

Price Target

N/A

Dividend

0.19%

EV/EBITDA

26.75

P/E

36.47

EV/Sales

5.67

Sector

Electrical Equipment

Category

growth

Show full summary:
How to play the 'AI Energy Trade'? - Powell Industries, Inc.

POWL: Small-cap ($3B) switchgear specialist w/ highest AI power sensitivity. Record $1.6B backlog, data centers now 15% (up from low single digits). 58% YoY revenue growth outpacing large peers via complex custom equipment for mega-data centers. Size amplifies impact of large contracts.

Read full article (1 min)