Q4 25 EPS
$4.22
BEAT +12.23%
Est. $3.76
Q4 25 Revenue
$298.0M
BEAT +1.75%
Est. $292.8M
vs S&P Since Q4 25
+116.0%
BEATING MARKET
POWL +128.4% vs S&P +12.4%
Full Year 2025 Results
FY 25 EPS
$14.86
BEAT +3.27%
Est. $14.39
FY 25 Revenue
$1.10B
BEAT +0.47%
Est. $1.10B
Market Reaction
Did POWL Beat Earnings? Q4 2025 Results
Powell Industries closed out fiscal 2025 on a high note, posting record quarterly earnings that beat Wall Street estimates on both the top and bottom lines. For Q4 2025, the Houston-based switchgear manufacturer reported earnings per diluted share of… Read more Powell Industries closed out fiscal 2025 on a high note, posting record quarterly earnings that beat Wall Street estimates on both the top and bottom lines. For Q4 2025, the Houston-based switchgear manufacturer reported earnings per diluted share of $4.22, clearing the $3.76 consensus by 12.23%, while revenue climbed 8.3% year-over-year to $297.98 million, edging past the $292.84 million estimate by 1.76%. The standout driver was a dramatic surge in Electric Utility demand, up 100% in the quarter, which combined with strong project execution to push gross margin to 31.4% from 29.2% a year earlier. The company also completed its acquisition of Remsdaq Ltd., a U.K.-based SCADA and substation automation specialist, adding what management characterized as a margin-accretive capability to an already healthy portfolio. With a $1.40 billion backlog, a robust opportunity funnel in data centers and LNG-driven Oil & Gas, and CFO Michael Metcalf expressing confidence that fiscal 2025's margin profile is sustainable into the year ahead, Powell enters fiscal 2026 from a position of notable operational strength.
Key Takeaways
- • Electric Utility market revenue grew 100% year-over-year in Q4
- • Light Rail Traction Power market revenue grew 85% year-over-year in Q4
- • Favorable volume leverage and strong project execution
- • Stable pricing environment
- • Gross margin expansion to 31.4% from 29.2% in Q4
POWL YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
POWL Revenue by Segment
Business unit performance breakdown
“Our fourth quarter marked a solid finish to another record year for Powell. We delivered gross profit dollar growth of 16% on revenue growth of 8%, which is a testament to the ongoing high levels of execution across our manufacturing footprint. This culminated in record quarterly earnings per share of $4.22. Our order intake of $271 million was well-balanced across markets and the commercial momentum continues as we enter Fiscal 2026. We also closed our acquisition of Remsdaq, which will allow us to scale a highly competitive and margin-accretive electrical automation solution to meet a growing and underserved demand in the markets where we compete. I'd like to thank the entire Powell team for their commitment to our customers and for another incredible year, helping to further our unique position as supplier of critical electrical distribution solutions to a growing array of applications.”
— Brett A. Cope, Q4 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% |