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Powell Industries (POWL) investor relations material
Powell Industries 16th Annual Midwest Ideas Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.16th Annual Midwest Ideas Conference summary26 Aug, 2025
Company overview and market position
Specializes in engineered-to-order electrical distribution equipment, with a strong presence in medium voltage switchgear and power control rooms, primarily serving industrial and utility sectors.
Operates major manufacturing facilities in the US, Canada, and the UK, with over 80% of revenue from the US and a focus on the ANSI electrical standard.
Maintains a highly liquid balance sheet, recently reporting over $400 million in cash and no debt.
End markets include oil and gas, utilities, data centers, mining, and light rail, with data centers now accounting for a significant and growing share.
Differentiates through integrated engineering, manufacturing, and on-site assembly, offering flexibility and rapid response to customer changes.
Recent developments and strategic initiatives
Acquired UK-based REMstack to expand automation and control solutions, aiming for predictive analytics and broader market penetration.
Launched three new products from R&D pipeline, targeting utilities, oil and gas, and other core markets.
Expanded service offerings with a new VP of service, leveraging a large installed base of GE medium voltage breakers.
Invested in property and fabrication yard improvements to support large-scale projects and future growth.
Maintains a robust dividend record, with 48 consecutive quarterly dividends announced.
Financial performance and outlook
Achieved record revenues exceeding $1 billion, with strong operating cash flow and a growing backlog that surpassed $1.4 billion.
Booked several mega orders (>$50 million) in 2022-2023, driving backlog growth; 2024 saw steady order activity across all markets.
Utilities now represent nearly a third of backlog, up from high teens in 2020, while data centers have driven growth in the commercial sector.
Capital allocation focuses on working capital, R&D, capex, and strategic acquisitions, with $150 million+ in free cash for future initiatives.
Projects typically have long lead times (12-18+ months), with firm, signed contracts in backlog and no exposure to double ordering.
REM Stack's market expansion strategy
Impact of backlog shift on future margins?
How does ETO model benefit data center clients?
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Next Powell Industries earnings date
Q4 20252 Dec, 2025
Next Powell Industries earnings date
Q4 20252 Dec, 2025
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Frequently asked questions
Powell Industries Inc designs, manufactures, and services equipment for the distribution, control, and monitoring of electrical energy. The company serves utilities, oil and gas, industrial, and infrastructure markets with switchgear, control systems, and automation solutions. It is headquartered in Houston, Texas, and its shares are listed on the NASDAQ.
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