For informational purposes only. Not financial advice, not a recommendation to buy or sell any security. Standing Order is a directory and research project, not an advisory service.
Price · 1Y
$192.62
Thesis
Powell engineers and builds custom electrical equipment — primarily medium-voltage switchgear and integrated power-distribution packages — for utilities, oil and gas, petrochemicals, and increasingly datacenters. A small, focused supplier in a market structurally short on switchgear, Powell is benefiting directly from AI-driven load growth and LNG buildouts.
Catalysts
- Datacenter and LNG switchgear bookings
- Backlog conversion and delivery lead times
- Capacity expansion to address supply-constrained market
- Margin trajectory as mix shifts toward higher-spec projects
Recent events
Material filings, federal awards, and regulatory activity. Impact is scored against market cap.
- Aug 3Financial resultsSEC
8-K filing with items 2.02, 8.01 and 9.01 disclosing results of operations.