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What smart money is saying about Powell IndustriesUnited States flag

POWL · Industrials · Electrical Equipment & Parts · Market cap $6.98B

1 fund in our archive has pitched Powell Industries — most recently Malborough Marlborough Global SmallCap in September 2026.

Company profile

Powell Industries, Inc., operating with its subsidiaries, specializes in the comprehensive design, development, manufacturing, sales, and maintenance of customized electrical apparatus and systems. These advanced solutions are engineered to efficiently manage the distribution, regulation, and oversight of electrical energy. Their product line is extensive, including integrated power control room substations, tailor-made modular components, electrical enclosures, medium-voltage circuit breakers, communications systems for monitoring and control, motor control centers, and bus duct systems. They also provide both standard and arc-resistant switchgear and control gear for power distribution. These systems are adept at operating across a wide voltage range, from 480 volts to 38,000 volts, and find critical applications in numerous heavy industrial environments. Such sectors include oil and gas refining, both onshore and offshore oil and gas production, petrochemical processing, liquefied natural gas (LNG) terminals, pipeline and terminal infrastructure, mining and metals, light rail traction power, electric utilities, and the pulp and paper industry. In addition to their core products, the company offers a variety of crucial support services. These encompass providing spare parts, conducting field service inspections, handling installation and commissioning, undertaking modifications and repairs, supplying retrofit and retrofill components for existing systems, and offering replacement circuit breakers for switchgear. Founded in 1947 and based in Houston, Texas, Powell Industries, Inc. boasts a global operational presence, extending across the United States, Canada, Mexico, Central and South America, Europe, the Middle East, and Africa.

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Summarize with Warren AI
5
Reported positions
0
Bought
0
Sold
6
Letters

Position history

Between Q4 2025 and Q4 2026, 5 fund letters reported a position in Powell Industries, with no move described.

Fund letters reporting a position in Powell Industries, by quarter
QuarterLettersBoughtSoldTheses
Q4 20261000
Q3 20263001
Q4 20251000

Fund activity · 5 positions

Also mentioned · 1

These funds discuss Powell Industries — as a competitor, benchmark or comparable — without disclosing a position in it.

  • “• Electrical engineering and manufacturing company Powell Industries saw shares rise in 2Q26 as AI infrastructure spending continued to drive strong demand for its products.”
    Powell Industries

Fund coverage · 1 thesis

Read every full thesis on Powell Industries

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