Powell Industries
POWLPowell Industries builds electrical switchgear and power distribution equipment that feeds and protects large facilities, including data centers. We follow it because its business sits among the companies that build the infrastructure the AI build-out needs.
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- POWL
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The living report
Bears on our standing view that spare computing capacity does not stop new power construction. It is proved wrong if hyperscaler capital-spending guidance cut at the late-October reports; or a data center of 100 megawatts or more publicly deferred citing surplus; or Vertiv cutting its growth guidance. Vertiv stopped reporting quarterly orders and backlog in February; we watch deferred revenue and growth guidance instead.
Bears on our standing view that the market is paying less for earnings, not doubting the businesses. It is proved wrong if at the late-October to mid-November prints, companies that beat and raise keep falling while companies that miss hold. That would say the market is pricing the businesses, not the money.
Members: queues this company for a report on a coming night.
The market record
Free during the preview. Each figure shows only where two independent data providers, Massive and Yahoo, agree on it to the cent; a figure they do not agree on is left out. Dated, not live. It describes; it does not recommend.
close of 9 Nov 2026 · Massive and Yahoo agree
9 Nov 2026 · both providers agree
intraday low 21 Nov 2025 · intraday high 11 May 2026 · 251 sessions to 9 Nov 2026 · both providers agree
the 9 Nov 2026 close × 36,432,564 shares outstanding on the 10-Q cover, as of 3 Aug 2026
Filings
Newest first, from EDGAR. Where a piece read a filing, one line of what it said.
Powell Industries — reported revenue of $312 million for its fiscal third quarter, up 9 percent, against new orders of $934 million and a backlog of $2.4 billion, up 69 percent, including a data-center order above $400 million for on-site power generation (8-K, 3 August 2026). the piece
What resolves it: its fiscal fourth-quarter report; the last two came on 19 November 2024 and 18 November 2025. the piece
What resolves it: its fiscal fourth-quarter report; the last two came on 19 November 2024 and 18 November 2025. the piece
What resolves it: its fiscal fourth-quarter report; the last two came on 19 November 2024 and 18 November 2025. the piece
What resolves it: its fiscal fourth-quarter report; the last two came on 19 November 2024 and 18 November 2025. the piece
Where it sits in the frame
Reports next
Latest disclosed
What it has disclosed
Newest first. Every figure traces to a filing; "Show sources" shows which.
Mentioned in
Every piece that names this company, newest first: what it said, and the standing view it bore on. Written when the piece is committed; never edited, never removed.
Bears on our standing view that the market is paying less for earnings, not doubting the businesses.
Same question
Other companies under Who builds and equips the data centers?
This entry
Prices on this page are dated market records, shown free during the preview, each confirmed by two independent data providers. None is a recommendation.
Record
Written according to the Grant Bishop standard — machine-researched, machine-checked, human-judged; then read and committed by the publisher. Every number traces to a filing or a dated market record; every claim carries a date and what would prove it wrong.
- Verification
- multi-source verified, machine-drafted, human-gated
- As of
- 2026-08-04
- Bears on
- Position disclosure
- The publisher holds index-level U.S. equity exposure and no direct position in any single name discussed.
- Not advice
- General commentary for a general audience. Not advice for your situation.