Security

POWL

Powell Inds Inc. · COM

CUSIP 739128106 Equity holders as of 2026 Q1 (each manager’s latest book)

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owners 9
max % 41.0%
tracked value $36.5B
qoq N 0 A 4 R 3

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Engine No. 1 LLC 2025 Q3 41.0% — 119,000 $36.3B hist
Polen Capital Management LLC 2026 Q1 0.1% Reduce +0.04 pp 17,485 $9M hist
Renaissance Technologies LLC 2026 Q1 0.0% Add +0.02 pp 34,694 $19M hist
Two Sigma Investments, LP 2025 Q4 0.0% Exit -0.01 pp 20,810 $7M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Reduce 0.00 pp 3,724 $2M hist
Vanguard Group Inc. 2025 Q4 0.0% Add 0.00 pp 706,642 $225M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce 0.00 pp 13,247 $7M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add 0.00 pp 7,762 $4M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add 0.00 pp 6,849 $4M hist

9 tracked managers · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

line FY2023 FY2024 FY2025
Revenue $699.31M $1.01B $1.1B
Gross profit $33.44M $62.72M $83.43M
Gross margin * 4.8% 6.2% 7.6%
Net income $8.47M $33.49M $46.33M
Net margin * 1.2% 3.3% 4.2%

Balance sheet

line FY2023 FY2024 FY2025
Total current assets $621.98M $776.48M $931.72M
Total non-current assets * $130.26M $151.7M $177.27M
Total assets $752.24M $928.18M $1.11B
Total current liabilities $395.69M $428.02M $446.39M
Total non-current liabilities * $11.53M $17.09M $21.83M
Total equity $345.03M $483.07M $640.77M

Cash flow

line FY2023 FY2024 FY2025
Cash from operations $182.55M $108.66M $167.94M
Cash from investing -$26.57M -$21.87M -$8.34M
Cash from financing -$13.06M -$19.25M -$25.12M
Net change in cash * $142.92M $67.54M $134.48M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings · CIK 0000080420

ownership over time

filing count by report period · click a bar for that quarter’s holders