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Sep 30, 2025
Powell Industries Q4 2025 Earnings Report
Powell Industries reported strong Q4 results with record EPS, driven by high execution and favorable market performance.
Key Takeaways
Powell Industries ended the quarter with record EPS and solid revenue growth, primarily from Electric Utility and Light Rail sectors, while maintaining a strong backlog and completing a strategic acquisition.
Revenue grew to $297,983,000, up from $275,063,000 in the prior year quarter.
Net income reached $51,420,000 with diluted EPS of $4.22, a record for the company.
Gross profit increased 16% year-over-year to $93,526,000.
Order backlog stood at $1.4 billion as of quarter-end.
Revenue by Segment
Forward Guidance
Powell expects sustained margins and continued strong order activity across major markets in FY26 despite seasonal softness in Q1.
Positive Outlook
- Backlog margin profile and schedule are strong entering FY26.
- Electric Utility market remains a strategic focus with solid activity.
- Growing opportunity pipeline in data center market.
- Continued growth anticipated in LNG-related Oil & Gas demand.
- Jacintoport facility expansion to support long-term demand.
Challenges Ahead
- Typical seasonal softness expected in Q1 FY26.
- Lower revenue in Oil & Gas and Petrochemical segments during Q4.
- Slight quarter-over-quarter decline in new orders.
- Backlog decreased 2% compared to prior quarter.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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