Q2 25 EPS
$3.81
BEAT +10.65%
Est. $3.44
Q2 25 Revenue
$278.6M
MISS 1.43%
Est. $282.7M
vs S&P Since Q2 25
+289.2%
BEATING MARKET
POWL +322.1% vs S&P +32.9%
Market Reaction
Did POWL Beat Earnings? Q2 2025 Results
Powell Industries turned in a strong fiscal second quarter, with earnings per share of $3.81 handily clearing the consensus estimate of $3.44 by 10.65%, even as revenue of $278.63 million edged just 1.43% below expectations while still growing 9.2% y… Read more Powell Industries turned in a strong fiscal second quarter, with earnings per share of $3.81 handily clearing the consensus estimate of $3.44 by 10.65%, even as revenue of $278.63 million edged just 1.43% below expectations while still growing 9.2% year-over-year. The headline driver was a striking expansion in profitability, with gross margin climbing 530 basis points to 29.9%, fueled by broad-based operating efficiencies, increased productivity, and favorable project closeouts that together lifted net income 38% to $46.33 million. New orders of $249 million, anchored by notable awards including a greenfield LNG facility on the U.S. Gulf Coast and a large Canadian mining project, kept backlog steady at approximately $1.30 billion, providing durable revenue visibility. With its Houston facility expansion nearing completion and management citing execution discipline, cost efficiencies, and a cash position of $389.29 million as structural advantages, CFO Michael Metcalf expressed confidence in delivering robust revenue and earnings through the remainder of fiscal 2025.
Key Takeaways
- • Broad-based operating efficiencies generating increased productivity
- • Favorable project closeouts boosting gross margins
- • Electric Utility sector revenue grew 48% year-over-year
- • Commercial and Other Industrial sector revenue grew 16% year-over-year
- • 530 basis point gross margin improvement versus prior year
POWL YoY Financials
Q2 2025 vs Q2 2024, source: SEC Filings
POWL Revenue by Segment
Business unit performance breakdown
“Our second quarter marked another solid quarter of project execution and robust operational efficiency. Powell delivered a 33% increase in gross profit dollar growth on revenue growth of 9%, leading to a gross margin improvement of 530 basis points compared to the prior year. Order activity in the quarter was also strong, highlighted by two large project awards which included a new greenfield LNG facility to be located along the U.S. Gulf Coast and a large mining project in Canada.”
— Brett A. Cope, Q2 2025 Earnings Press Release
POWL Earnings Trends
POWL vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
POWL EPS Trend
Earnings per share: estimate vs actual
POWL Revenue Trend
Quarterly revenue: estimate vs actual
POWL Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q2 26 MISS | $1.34 | $1.25 | -6.90% | $296.6M | -0.84% |
| Q1 26 BEAT | $2.92 | $3.40 | +16.64% | $251.2M | -2.06% |
| Q4 25 BEAT FY | $3.76 | $4.22 | +12.23% | $298.0M | +1.75% |
| FY Full Year | $14.39 | $14.86 | +3.27% | $1.10B | +0.47% |
| Q3 25 BEAT | $3.77 | $3.96 | +5.04% | $286.3M | -5.11% |
| Q2 25 BEAT | $3.44 | $3.81 | +10.65% | $278.6M | -1.43% |