异动解读 | Powell Industries盘前大跌11.11%,第三季度营收未达预期

异动解读
Aug 06, 2025

电能管理解决方案提供商Powell Industries(POWL)今日盘前大跌11.11%,引起市场广泛关注。这一显著跌幅主要源于公司发布的2025财年第三季度财报显示,尽管盈利超预期,但营收未能达到分析师预期。

根据财报,Powell Industries截至6月30日的季度调整后每股收益为3.96美元,超过分析师预期的3.88美元。然而,公司营收为2.86亿美元,显著低于分析师普遍预期的3.0721亿美元,仅与去年同期的2.882亿美元基本持平。值得注意的是,公司毛利润同比增长8%至8790万美元,占营收的30.7%,比去年同期提高了230个基点。各市场表现喜忧参半,石油、天然气和石化市场营收下降,但电力公用事业、商业及其他工业和轻轨牵引电力市场则实现增长。

尽管营收不佳,Powell Industries仍展现出一些积极信号。公司新订单总额达3.62亿美元,订单与营收比率为1.3倍,推动在手订单达到14亿美元,环比增长7%,同比增长5%。此外,公司还宣布收购英国公司Remsdaq Ltd.,以加强其电气自动化平台战略。然而,这些积极因素似乎未能抵消投资者对营收未达预期的担忧,导致股价大幅下跌。

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