POWL at a glance
POWELL INDUSTRIES INC (POWL, SEC CIK 80420) filed its latest 10-K annual report on November 19, 2025, a 10-Q quarterly report on August 4, 2026, an 8-K current report on August 3, 2026 and Form 4 insider filings as recently as October 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended September 30, 2025 (FY2025), POWELL INDUSTRIES INC (POWL) reported revenue of $1.1 billion (up 9.1% from FY2024) and net income of $180.7 million. Diluted EPS was $14.86.
- As of June 30, 2026, 35 institutional investment managers tracked by SignalX reported holding POWELL INDUSTRIES INC (POWL) shares worth $3.6 billion in 13F-HR filings.
- In the last 90 days, POWL insiders reported 0 open-market purchases ($0) and 5 open-market sales ($3.4M) on Form 4, a net sale of $3.4M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $1.1B
- +9.1% vs prior year
- Insiders · 90 days
- 0 buys · 5 sells
- Net −$3.4M
- 13F holders
- 35 funds
- $3.6B · +2 vs prior quarter
- Latest 8-K
- Aug 3, 2026
- Item 2.02 · Item 8.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Sep 30, 2025
Business Overview
- Core business model: manufacturing custom-engineered electrical products and systems, primarily long-term fixed-price contracts for power control room substations and related enclosures
- New acquisition of Remsdaq completed for $10.6 million, expanding product and service offerings
- Strategic emphasis on expanding production capacity with $12.4 million investment in Jacintoport facility, increasing yard capacity by 62%
- Order backlog grew 3% to $1.4 billion, with electric utility and oil & gas markets each representing 33% of backlog
- Cash, cash equivalents, and short-term investments increased 33% to $475.5 million, reflecting strong earnings and acquisition activity
Risk Factors
- Regulatory/legal risk: Compliance with U.S. Foreign Corrupt Practices Act and U.K. Bribery Act 2010 risks penalties, impacting international contract competitiveness
- Geopolitical/macro risk: 20% of revenues from international operations exposed to political instability, trade restrictions, currency fluctuations
- Operational/supply risk: Reliance on limited or single suppliers risks delays, financial difficulties, liquidated damages, or inability to meet delivery schedules
- Competitive/market risk: Competitors adopting advanced AI, machine learning, and automation may render Powell’s products obsolete, threatening market position
- Financial risk: Credit agreement requires net leverage ratio <3.0 and interest coverage >3.0; covenant breaches risk default, restricting dividends, financing, liquidity
Management Discussion & Analysis
- Forward-looking statements caution with risk disclosures, no specific guidance shown
AI summary of the POWL 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Q3 revenue $311.7M, up 9% YoY or $25.5M
- Gross margin 31% vs 31% YoY; net income $52.2M vs $48.2M
- Best market commercial and industrial revenue $76.3M, up 54%; petrochemical worst at $18.5M, down 49%
- Cash, equivalents and short-term investments $633.6M vs $475.5M; nine-month operating cash flow $195.0M vs $106.9M
- Backlog $2.4B; outlook positive, with macroeconomic, geopolitical, tariff, inflation and supply-chain risks monitored
Risk Factors
- No material changes from the fiscal 2025 Form 10-K risk factors
- Carried-forward regulatory, legal, operational, competitive, and financial risks unchanged from the 10-K
- No newly added risk factor or quarter-specific trigger disclosed
- No updated liquidity, debt maturity, currency, or concentration risk disclosed
AI summary of the POWL 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Fiscal 2026 third-quarter results covered the period ended June 30, 2026
- Results press release issued August 3, 2026
Item 8.01: Other Events
- Quarterly cash dividend of $0.09 per share declared by Powell Industries’ Board
- August 19, 2026 record date for shareholder eligibility
Item EX-99.1: Item EX-99.1
- Q3 FY2026 revenue $311.7M, up 9%, with net income $52.2M and diluted EPS $1.42, up 8%
- New orders surged 158% to $934M, producing a 3.0x book-to-bill ratio and significantly strengthening future revenue visibility
Item 5.02: Departure/Appointment of Directors or Principal Officers
- CEO and Chairman Brett Cope awarded RSUs covering 36,000 shares under the 2014 Equity Incentive Plan
- Award designed to retain Cope beyond age 60, when retirement eligibility could trigger immediate vesting of existing equity
Item 8.01: Other Events
- Quarterly cash dividend of $0.09 per share declared
- May 20, 2026 record date for eligible shareholders
Item EX-99.1: Item EX-99.1
- Quarterly cash dividend declared at $0.09 per share
- Payable June 17, 2026, to shareholders recorded by May 20, 2026
AI summaries of POWL 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for POWL
Don't miss the next POWL filing
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- Fund moves. Which tracked funds opened, added or cut POWL, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| JOHNSON JAMES EDGAR JR | A | Oct 1, 2026 | 625 | $181.67 |
| McKertcher Terry B | A | Oct 1, 2026 | 600 | $181.67 |
| Ni Ping | A | Oct 1, 2026 | 200 | $181.67 |
| Birchall John | A | Oct 1, 2026 | 400 | $181.67 |
| HOGLUND PETER G | A | Oct 1, 2026 | 475 | $181.67 |
| COPE BRETT ALAN | A | Oct 1, 2026 | 7,100 | $181.67 |
| Eckenrode David L | A | Oct 1, 2026 | 165 | $181.67 |
| Mauney William Marshall Jr | A | Oct 1, 2026 | 525 | $181.67 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $1.0B | $1.1B |
| Gross Profit | - | $273.1M | $324.4M |
| Operating Income | - | $178.8M | $217.9M |
| Net Income | - | $149.8M | $180.7M |
| Gross Margin | - | 27.0% | 29.4% |
| Op. Margin | - | 17.7% | 19.7% |
| Net Margin | - | 14.8% | 16.4% |
| Balance Sheet | |||
| Total Assets | $752.2M | $928.2M | $1.1B |
| Equity | $345.0M | $483.1M | $640.8M |
| ROE | - | 31.0% | 28.2% |
| Per Share | |||
| EPS | - | $12.29 | $14.86 |
| Cash Flow | |||
| Operating CF | - | $108.7M | $167.9M |
| CapEx | - | $12.0M | $13.1M |
Source: XBRL data in POWELL INDUSTRIES INC (POWL)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate POWL share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 35 | $3.58B |
| Q1 2026 | 33 | $2.30B |
| Q4 2025 | 31 | $1.31B |
| Q3 2025 | 32 | $1.34B |
| Q2 2025 | 32 | $948.7M |
| Q1 2025 | 28 | $614.4M |
| Q4 2024 | 23 | $636.4M |
| Q3 2024 | 19 | $465.6M |
- BlackRock+2.20M (+157%)
- Vanguard Portfolio Management LLC+1.17M (+306%)
- Vanguard Capital Management LLC+857.5K (+202%)
- Dimensional Fund Advisors+651.3K (+201%)
- State Street Corp+593.6K (+164%)
- Two Sigma Investments−18.5K (-90%)
- Citadel Advisors LLC−4.7K (-61%)
- HANCOCK WHITNEY CORP−1.2K (-30%)
- Bridgewater Associates LP+9.6K
- M&T Bank+1.0K
Source: 13F-HR filings on SEC EDGAR (aggregated from 233 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
POWL filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Aug 17, 2026 | - | - | - |
| 4 | Aug 14, 2026 | - | - | - |
| 10-Q | Aug 4, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 3, 2026 | - | Analysis | - |
| 4 | Jul 10, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 8-K | Jul 6, 2026 | - | Analysis | - |
| 4 | Jul 1, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 26, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 1, 2026 | - | - | |
| 4 | May 13, 2026 | - | - | |
| 8-K | May 5, 2026 | - | Analysis | - |
| 10-Q | May 5, 2026 | Mar 31, 2026 | Analysis |
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POWL SEC filings: frequently asked questions
Are POWL insiders buying or selling?
In the last 90 days, POWELL INDUSTRIES INC (POWL) officers, directors and 10% owners reported no open-market purchases and 5 open-market sales worth $3.4 million by 3 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold POWL stock?
As of June 30, 2026, the largest POWELL INDUSTRIES INC (POWL) holders among the 13F filers tracked by SignalX were BlackRock ($1.0 billion), Vanguard Portfolio Management LLC ($446.1 million), Vanguard Capital Management LLC ($367.1 million), Dimensional Fund Advisors ($279.2 million), State Street Corp ($273.8 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was POWL's revenue in fiscal year 2025?
For the fiscal year ended September 30, 2025 (FY2025), POWELL INDUSTRIES INC (POWL) reported revenue of $1.1 billion (up 9.1% from FY2024) and net income of $180.7 million. Diluted EPS was $14.86. The figures come from the XBRL data in the 10-K.
What are the main risks in POWL's latest 10-K?
In the 10-K filed November 19, 2025, POWELL INDUSTRIES INC (POWL) flagged: Regulatory/legal risk: Compliance with U.S. Foreign Corrupt Practices Act and U.K. Bribery Act 2010 risks penalties, impacting international contract competitiveness. Geopolitical/macro risk: 20% of revenues from international operations exposed to political instability, trade restrictions, currency fluctuations. (AI summary of the Risk Factors section.)
What did POWL report in its latest 8-K?
POWELL INDUSTRIES INC (POWL) filed an 8-K on August 3, 2026 reporting Item 2.02 (Results of Operations and Financial Condition) and Item 8.01 (Other Events). Fiscal 2026 third-quarter results covered the period ended June 30, 2026.
What are the latest POWL SEC filings?
POWELL INDUSTRIES INC (POWL) filed its latest 10-K annual report on November 19, 2025, a 10-Q quarterly report on August 4, 2026, an 8-K current report on August 3, 2026 and a Form 4 insider filing on October 2, 2026.
What is POWL's SEC CIK number?
POWELL INDUSTRIES INC (POWL)'s SEC Central Index Key (CIK) is 80420. EDGAR lists every POWL filing under that number.
Ask anything about POWL
The research agent reads POWL's filings, financials, insider trades and 13F holders, then answers with sources.