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Powell Industries POWL Electric utility — Revenue

Other product segments

Oil and Gas Service
$112.74M+11.4%
Commercial and other industrial
$54.45M+34.9%
Petrochemical
$27.55M-37.0%
All others
$12.35M-5.3%
Light rail traction power
$9.05M-9.6%

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$2.02M+9.5%

Other financials

Income statement

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Revenue$296.6M+6.5%
Gross profit$87.9M+5.4%
Operating income$57.6M-2.3%
Net income$45.9M-1.0%
EPS (diluted)$1.25-1.6%

Balance sheet

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Cash & equivalents$537.7M+49.6%
Total debt$2.0M+38.6%
Total equity$709.1M+31.0%
Total assets$1.2B+22.2%

Cash flow

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Operating cash flow$51.2M+128%
CapEx$1.8M-55.0%
Free cash flow$49.3M+169%

Valuation

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Market cap$7.59B+176%
Enterprise value$7.05B+200%
P/E40.6×+24.9×
P/S6.7×+4.2×

Profitability

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Gross margin30.1%+1.9pp
Operating margin19.8%+0.6pp
Net margin16.5%+0.5pp
FCF margin17%

Returns & leverage

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Return on equity29.9%-7.2pp
Debt / equity0.0×
Current ratio2.3×+0.3×

Where this comes from

Reported directly by Powell Industries in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The source filing: Powell Industries’s 10-Q, filed May 5, 2026.

Filed
May 5, 2026, 12:12 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q1 2026
Accession
0000080420-26-000070
Line itemThree months ended March 31, 2026Three months ended March 31, 2025Six months ended March 31, 2026Six months ended March 31, 2025
Oil and gas (excludes petrochemical)$112,744$101,167$210,633$196,846
Electric utility80,47970,339149,752121,579
Commercial and other industrial54,44640,36995,07184,669
Petrochemical27,55143,70450,32976,887
Light rail traction power9,04810,00817,66218,236
All others12,34713,04424,35221,845
Total revenues by market sector$296,615$278,631$547,799$520,062

Item 1. Financial Statements

FAQ

What is Powell Industries's electric utility — revenue?
Powell Industries (POWL) reported electric utility — revenue of $80.48M in Q1 2026.
How has Powell Industries's electric utility — revenue changed year-over-year?
Powell Industries's electric utility — revenue increased by 14.4% year-over-year, from $70.34M to $80.48M.
What is the long-term trend for Powell Industries's electric utility — revenue?
Over 4 years (2021 to 2025), Powell Industries's electric utility — revenue has grown at a 25.8% compound annual growth rate (CAGR), from $111.25M to $278.99M.
What does electric utility — revenue mean?
This metric represents the total gross income generated specifically from the sale of custom-engineered electrical distribution and control equipment to customers within the electric utility sector. It reflects the company's ability to capture market share and fulfill project demands for power infrastructure, grid modernization, and utility-scale energy management systems. Tracking this revenue stream provides insight into the company's exposure to capital expenditure cycles within the public and private utility landscape.

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