What is the 13F Pro Quality Score for POWL?

13F Pro ranks POWELL INDUSTRIES INC (POWL) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View POWL's current score at https://13fpro.ai/research/POWL (free sign-up required for the full ranking).

Which hedge funds own the most POWL stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of POWL include BlackRock,, FIRST ADVISORS, VANGUARD CAPITAL MANAGEMENT. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/research/POWL as soon as new 13F filings post.

Where does 13F Pro source POWL data?

All POWELL INDUSTRIES INC fundamentals and ownership data come directly from SEC EDGAR. POWELL INDUSTRIES INC files with the SEC under CIK 80420. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is POWL in?

POWELL INDUSTRIES INC (POWL) is classified in the Technology sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/technology.

What drives POWL's revenue?

Per POWELL INDUSTRIES INC's latest 10-Q filed with the SEC on 2026-05-05, the biggest revenue drivers are: Oil and gas (excludes petrochemical) ($210.6M, +7% YoY); Electric utility ($149.8M, +23% YoY); Commercial and other industrial ($95.1M, +12% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/research/POWL.

What are POWL's largest expenses?

POWELL INDUSTRIES INC's latest 10-Q reports these as the largest expense items: Cost of goods sold ($388.4M, +3% YoY); Selling, general and administrative expenses ($51.0M, +18% YoY). Sourced directly from SEC EDGAR filing text for Q2 FY2026 (six months ended March 31, 2026).

How often is POWL research updated on 13F Pro?

POWL's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

POWELL INDUSTRIES INC(POWL)Stock Analysis

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13F Pro Quality Score

69.5/100

Rank #360 of 2,879 stocksTOP 25%

View Technology peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

66.1/100

Profitability

81.7/100

Balance Sheet

94.3/100

Earnings Quality

72.2/100

Free Cash Flow

70.5/100

Institutional Flow

0.4/100

Revenue Scale

51.4/100

Dilution Risk

78.0/100

POWL Stock Analysis & AI Quality Score

AI stock analysis and institutional research for POWELL INDUSTRIES INC (POWL), a Technology sector company. 13F Pro's AI-powered ranking engine scores POWL at 69.5/100 on a 32-signal composite quality model, placing it at rank #360 of 2,879 stocks — the top 25% of the AI-ranked universe. POWL scores in the top quartile across balance sheet strength (94.3), profitability (81.7). Areas of concern include institutional flow (0.4), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), POWELL INDUSTRIES INC reports quarterly revenue of $296.6M, net income of $45.9M, an operating margin of 19.4%. Top institutional holders of POWL by reported 13-F value include BlackRock,, FIRST ADVISORS, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. POWL trades on the Nasdaq exchange and files with the SEC under CIK 80420. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate POWL daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for POWELL INDUSTRIES INC directly from SEC EDGAR. POWELL INDUSTRIES INC's 13F Pro composite quality score has ranged between 25 and 78 since 2021, currently 69.5 — an improving long-term trajectory across 30 quarterly and live scoring snapshots.

What's Driving POWL's Business? Latest 10-Q Breakdown

AI-extracted from POWELL INDUSTRIES INC's 10-Q filed 2026-05-05 — Q2 FY2026 (six months ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Powell Industries reported $547.8M in revenue (+5% YoY) and $87.3M net income (+8% YoY) for the first half of FY2026, driven by strong demand in electric utility and data center markets; backlog grew 28% to $1.8B.

Biggest Revenue Drivers

Total revenue: $547.8M+5% YoY

Oil and gas (excludes petrochemical)$210.6M+7% YoY

Strong fundamentals in U.S. natural gas market and investments in LNG facilities and related gas processing infrastructure.

Electric utility$149.8M+23% YoY

Strategic expansion into higher-growth electric utility market, supported by strong backlog and customer investment in grid modernization.

Commercial and other industrial$95.1M+12% YoY

Strong growth in data centers and commercial facilities expansion reflecting continued investment in data center infrastructure and AI-related initiatives.

Petrochemical$50.3M-35% YoY

Reduction in backlog following completion of a large petrochemical order secured in Fiscal 2023 and lower booking activity.

Largest Expense Items

Cost of goods sold$388.4M+3% YoY

Increased proportionally with higher revenues; gross margin improved to 29% from 27% YoY.

Selling, general and administrative expenses$51.0M+18% YoY

Higher compensation expenses and increased infrastructure expenses.

Margins: Gross margin expanded to 29% in H1 FY2026 from 27% in H1 FY2025, driven by higher revenues and improved volume leverage combined with strong project execution in a stable pricing environment. Operating margin remained stable as SG&A expense increases were offset by gross profit growth.

Watch Items from the Filing

Backlog grew 28% to $1.8B with $1.1B expected within 12 months; however, backlog is subject to unexpected adjustments, cancellations and scope reductions and may not be reliable indicator of future earnings.
Four mega orders awarded in H1 FY2026 including two data center projects, one LNG project, and one electric utility project; subsequent to quarter, secured additional $400M+ data center order.
Petrochemical revenue declined 35% YoY to $50.3M; while company is cautiously optimistic about cyclical inflection, market remains subdued and represents execution risk.
Company is exposed to fixed-price contracts with cost overrun risk; $3.8M recorded as revenue reduction for probable liquidated damages exposure, with potential to reach $7.5M under certain circumstances.
Approximately $124.1M of cash held internationally; company intends to indefinitely reinvest foreign earnings abroad, limiting repatriation flexibility.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$296.6M

Net Income

Q2 2026

$45.9M

Free Cash Flow

Q2 2026

$49.3M

Operating Margin

Q2 2026

19.4%

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+9.1% YoY

$1.10BFY 2025

FY22 $532.6MFY23 $699.3MFY24 $1.01BFY25 $1.10B

Net Income

+20.6% YoY

$180.7MFY 2025

FY22 $13.7MFY23 $54.5MFY24 $149.8MFY25 $180.7M

Operating Income

+21.9% YoY

$217.9MFY 2025

FY22 $7.2MFY23 $62.5MFY24 $178.8MFY25 $217.9M

EPS (Diluted)

+20.9% YoY

$4.95FY 2025

FY22 $0.38FY23 $1.50FY24 $4.10FY25 $4.95

Total Assets

+19.5% YoY

$1.11BFY 2025

FY22 $493.4MFY23 $752.2MFY24 $928.2MFY25 $1.11B

Total Debt

—FY 2025

FY22 $0.00FY23 —FY24 —FY25 —

Op. Cash Flow

+54.6% YoY

$167.9MFY 2025

FY22 $-3.6MFY23 $182.6MFY24 $108.7MFY25 $167.9M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$1.10B +9.1%	$1.01B +44.8%	$699.3M +31.3%	$532.6M +13.2%	$470.6M -9.2%	$518.5M
Net Income	$180.7M +20.6%	$149.8M +174.8%	$54.5M +296.9%	$13.7M +2077.0%	$631.0K -96.2%	$16.7M
Operating Income	$217.9M +21.9%	$178.8M +185.9%	$62.5M +765.4%	$7.2M +608.9%	$1.0M -94.7%	$19.1M
EPS (Diluted)	$4.95 +20.9%	$4.10 +173.1%	$1.50 +291.3%	$0.38 +2195.2%	$0.02 -96.5%	$0.47
Total Assets	$1.11B +19.5%	$928.2M +23.4%	$752.2M +52.5%	$493.4M +13.1%	$436.2M -7.6%	$472.3M
Total Debt	—	—	—	$0.00 -100.0%	$1.2M -25.0%	$1.6M
Operating Cash Flow	$167.9M +54.6%	$108.7M -40.5%	$182.6M +5196.4%	$-3.6M +88.2%	$-30.5M -142.1%	$72.4M

AI Insight: POWL Financial Trends

Powell Industries shows steady profitability with strong cash generation, but revenue remains volatile with Q4 seasonal weakness.

• Operating cash flow strengthened from $14M in Q2 2024 to $51M in Q1 2026.

• Equity grew consistently from $437M in Q2 2024 to $709M in Q1 2026.

• Revenue volatility persists with Q4 quarters showing weakness at $241M and $251M.

⚠ Operating income dropped to $43M in Q4 2025 from $63M in Q3 2025.

⚠ Revenue seasonality pattern may indicate lumpy project-based business model.

AI Insight: POWL Ratio Trends

POWELL INDUSTRIES shows consistent profitability but ROIC has declined from 52.5% peak in Q2 2024 to 32.5% in Q1 2026.

• Operating margin remained resilient at 19.4% in Q1 2026, recovering from Q4 2025's 17.0% dip.

• ROIC declined from 52.5% in Q2 2024 to 32.5% in Q1 2026, though still at healthy levels.

• Net profit margin held steady around 16-17% range throughout most periods, showing earnings consistency.

⚠ Q4 seasonal weakness pattern evident with operating margins dropping to 14.7% and 17.0% in Q4 periods.

⚠ ROE compressed from 42.3% peak in Q2 2024 to 25.9% in Q1 2026, indicating declining capital efficiency.

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Available Research

13F Pro tracks comprehensive data for POWELL INDUSTRIES INC including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of POWL

BlackRock, Inc.
$760.8M1,406,073 sh
FIRST TRUST ADVISORS LP
$279.5M516,551 sh
VANGUARD CAPITAL MANAGEMENT LLC
$229.7M424,609 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$207.6M383,599 sh
STATE STREET CORP
$196.1M362,437 sh
DIMENSIONAL FUND ADVISORS LP
$175.1M323,595 sh
MORGAN STANLEY
$147.2M271,996 sh
Fisher Asset Management, LLC
$139.0M256,915 sh
GEODE CAPITAL MANAGEMENT, LLC
$131.4M242,857 sh
Invesco Ltd.
$130.8M241,808 sh

Fund	Value	Shares
BlackRock, Inc.	$760.8M	1,406,073
FIRST TRUST ADVISORS LP	$279.5M	516,551
VANGUARD CAPITAL MANAGEMENT LLC	$229.7M	424,609
VANGUARD PORTFOLIO MANAGEMENT LLC	$207.6M	383,599
STATE STREET CORP	$196.1M	362,437
DIMENSIONAL FUND ADVISORS LP	$175.1M	323,595
MORGAN STANLEY	$147.2M	271,996
Fisher Asset Management, LLC	$139.0M	256,915
GEODE CAPITAL MANAGEMENT, LLC	$131.4M	242,857
Invesco Ltd.	$130.8M	241,808

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Is POWL a good stock to buy?

13F Pro's AI-powered analysis of POWELL INDUSTRIES INC (POWL) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for POWL are available on the POWL stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own POWL?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling POWL. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of POWELL INDUSTRIES INC's investment landscape.