SXSerenity Analysis动态投研终端
总览推文股票提及表现行业AI分析关注我
股票池

POWL

状态日期：2026-05-27

观察
中高高偏高
概览观点时间线信号证据AI行业

Serenity观点

中性

推文立场

价格动量

看多

总览股票跟踪推文AI关注我

60D / 252D

信号分数

50

新增排序

24h 提及

0

短线新增

7日新闻

0

低

收入同比

9.1%

稳定

概览

核心结论

作者立场：中性；价格动量：看多。最新证据：Here's a bunch of random 30 US-available random stocks I like today and why: 1. $INTC - America's hope for foundry, national security 2. $MRVL - scales rev from future maia asics and add ons like cpo, they do everythi... 暂无 AI 结论。

近 7 天有 0 条新闻、近 30 天 3 条披露，需要复核新增信息质量。

近期推文

Serenity 观点

Serenity观点

中性

价格动量

看多

首次提出

2026-04-09 18:27

来源

llm

更新时间

2026-04-27 01:09

作者立场：中性；价格动量：看多。最新证据：Here's a bunch of random 30 US-available random stocks I like today and why: 1. $INTC - America's hope for foundry, national security 2. $MRVL - scales rev from future maia asics and add ons like cpo, they do everythi...

当前观点证据

2026-04-09 18:27中性

Here's a bunch of random 30 US-available random stocks I like today and why: 1. $INTC - America's hope for foundry, national security 2. $MRVL - scales rev from future maia asics and add ons like cpo, they do everythi...

Serenity 变化

时间线

首次提出2026-04-09 18:27中性
原推

Here's a bunch of random 30 US-available random stocks I like today and why: 1. $INTC - America's hope for foundry, national security 2. $MRVL - scales rev from future maia asics and add ons like cpo, they do everythi...

  1. 2026-04-27 01:09中性事实更新

    TLDR of recent news + bottlenecks that go brr: ... $POWL ... go brr.

  2. 2026-04-24 11:38中性价格更新

    $POWL +9.26%

  3. 2026-04-23 03:12中性事实更新

    $POWL - substations/switchgear

  4. 2026-04-10 04:53中性事实更新

    $POWL was another good switchgear long that I came across often; I ended up passing but just throwing that out there.

  5. 2026-04-09 18:27中性上下文更新

    Here's a bunch of random 30 US-available random stocks I like today and why: 1. $INTC - America's hope for foundry, national security 2. $MRVL - scales rev from future maia asics and add ons like cpo, they do everythi...

新鲜度

新增信号

SEC
24h 07D 030D 0新闻 0披露 3

复核时间：2026-06-03

证据

证据摘要

最新期 2025营收 1BBeta 1.14披露 10-Q
展开证据详情

年度数据

基本面证据

最新期

2025

营收

1B

营收同比

9.1%

毛利率

29.4%

2022

营收 533MYoY 13.2%经营 1.4%净利 2.6%

2023

营收 699MYoY 31.3%经营 8.9%净利 7.8%

2024

营收 1BYoY 44.8%经营 17.7%净利 14.8%

2025

营收 1BYoY 9.1%经营 19.7%净利 16.4%

简读 + 重点消息

消息面

0 条 7日新闻，压力 低。

2026-05-19 13:06zacks.com
Strength in Electric Utility Drives Powell: Will the Momentum Last?
2026-05-19 10:01zacks.com
Powell Industries, Inc. (POWL) is Attracting Investor Attention: Here is What You Should Know
2026-05-18 20:28gurufocus.com
Powell Industries Inc (POWL) Shares Fall 8.8% -- GF Value Says Still Overvalued

近期披露

披露信息

最新披露为 2026-05-05 的 10-Q；近 30 天共有 3 条披露。已观察表格：10-K x1, 10-Q x2, 8-K x7。复核重点：财务报表、指引、现金流、风险因素和会计政策更新。

2026-05-0510-Q
powl-20260331.htm
2026-05-058-K
powl-20260505.htm
2026-05-048-K
powl-20260504.htm

近期推文

作者立场

立场

中性

价格动量

看多

2026-04-09 18:27中性

Here's a bunch of random 30 US-available random stocks I like today and why: 1. $INTC - America's hope for foundry, national security 2. $MRVL - scales rev from future maia asics and add ons like cpo, they do everythi...

24h / 7天 / 30天

情绪与市场

24h

0

7D

0

30D

0

Beta

1.14

敏感度

高关注高 beta

情绪风险

高

估值风险

偏高

背景

行业与主题

industrials-electrical-equipment-parts

ai-infrastructureaerospace-defense

-

GPT xhigh 分析

updated validated--

等待 GPT xhigh 分析。

研究问题

  • GPT xhigh event bus analysis_update: GPT xhigh analysis updated.
  • filing_review: read latest SEC filing before treating the state as stable
  • industry_specificity: confirm whether news is specific to POWL, not only Electrical Equipment & Parts

背景

行业背景

industrials-electrical-equipment-parts

提及 5新闻 6股票 17
股票池

POWL

观察中高高偏高

状态日期：2026-05-27

复核时间：2026-06-03

作者立场

中性

llm

价格动量

看多

60D / 252D

信号分数

50

新增信息排序

24h 提及

0

短线新增

7天提及

0

高

30天提及

0

长周期热度

7日新闻

0

低

30日披露

3

10-Q

收入同比

9.1%

稳定

Beta

1.14

高关注高 beta

llm · 2026-04-27 01:09

Serenity 时间线

首次提出2026-04-09 18:27中性
原推

Here's a bunch of random 30 US-available random stocks I like today and why: 1. $INTC - America's hope for foundry, national security 2. $MRVL - scales rev from future maia asics and add ons like cpo, they do everythi...

  1. 2026-04-27 01:09中性事实更新

    TLDR of recent news + bottlenecks that go brr: ... $POWL ... go brr.

  2. 2026-04-24 11:38中性价格更新

    $POWL +9.26%

  3. 2026-04-23 03:12中性事实更新

    $POWL - substations/switchgear

  4. 2026-04-10 04:53中性事实更新

    $POWL was another good switchgear long that I came across often; I ended up passing but just throwing that out there.

  5. 2026-04-09 18:27中性上下文更新

    Here's a bunch of random 30 US-available random stocks I like today and why: 1. $INTC - America's hope for foundry, national security 2. $MRVL - scales rev from future maia asics and add ons like cpo, they do everythi...

基本面 / 消息面 / 情绪面 / 市场

分析角度矩阵

年度数据

基本面证据

最新期

2025

营收

1B

营收同比

9.1%

毛利率

29.4%

营收趋势

营收趋势线
1B629M0

需要继续工作的地方

研究问题

  • GPT xhigh event bus analysis_update: GPT xhigh analysis updated.
  • filing_review: read latest SEC filing before treating the state as stable
  • industry_specificity: confirm whether news is specific to POWL, not only Electrical Equipment & Parts

-

GPT xhigh 机构分析

updated validated--

等待 GPT xhigh 分析。

同业压力

行业背景

industrials-electrical-equipment-parts

提及 5新闻 6股票 17
2021 营收: 471M2022 营收: 533M2023 营收: 699M2024 营收: 1B2025 营收: 1B2021 趋势线: 471M2022 趋势线: 533M2023 趋势线: 699M2024 趋势线: 1B2025 趋势线: 1B20212022202320242025

利润趋势

净利润毛利营业利润
370M185M02021 净利润: 631K2022 净利润: 14M2023 净利润: 55M2024 净利润: 150M2025 净利润: 181M2021 毛利: 75M2022 毛利: 85M2023 毛利: 148M2024 毛利: 273M2025 毛利: 324M2021 营业利润: 1M2022 营业利润: 7M2023 营业利润: 63M2024 营业利润: 179M2025 营业利润: 218M20212022202320242025

利润率趋势

毛利率营业利润率净利率
33.5%16.7%0.0%2021 毛利率: 16.0%2022 毛利率: 16.0%2023 毛利率: 21.1%2024 毛利率: 27.0%2025 毛利率: 29.4%2021 营业利润率: 0.2%2022 营业利润率: 1.4%2023 营业利润率: 8.9%2024 营业利润率: 17.7%2025 营业利润率: 19.7%2021 净利率: 0.1%2022 净利率: 2.6%2023 净利率: 7.8%2024 净利率: 14.8%2025 净利率: 16.4%20212022202320242025
最近财务序列营收营收同比毛利率营业利润率净利率
2021471M-16.0%0.2%0.1%
2022533M13.2%16.0%1.4%2.6%
2023699M31.3%21.1%8.9%7.8%
20241B44.8%27.0%17.7%14.8%
20251B9.1%29.4%19.7%16.4%

24h / 7天 / 30天

情绪面

24h

0

7D

0

30D

0

风险: 高 · 高

简读 + 重点消息

消息面

消息简读

0 条 7日新闻，压力 低。

重点消息

2026-05-19 13:06zacks.com
Strength in Electric Utility Drives Powell: Will the Momentum Last?
2026-05-19 10:01zacks.com
Powell Industries, Inc. (POWL) is Attracting Investor Attention: Here is What You Should Know
2026-05-18 20:28gurufocus.com
Powell Industries Inc (POWL) Shares Fall 8.8% -- GF Value Says Still Overvalued
2026-05-15 13:11zacks.com
Powell Rises 52.3% in Three Months: Should You Buy the Stock Now or Wait?
2026-05-12 13:51zacks.com
Is Powell Industries' Diversification Efforts Gaining Traction?
2026-05-11 23:45gurufocus.com
Powell Industries Inc (POWL) Stock Up 4.0% but GF Value Says Overvalued -- GF Score: 81/100
2026-05-11 17:25seekingalpha.com
Powell Industries Q2 Review: Still A Long Growth Runway, But I'm Not Adding Here
2026-05-08 10:01zacks.com
Powell Industries, Inc. (POWL) Is a Trending Stock: Facts to Know Before Betting on It
2026-05-07 03:30seekingalpha.com
Carillon Eagle Small Cap Growth Fund Q1 2026 Portfolio Review
2026-05-05 18:41seekingalpha.com
Powell Industries, Inc. (POWL) Q2 2026 Earnings Call Transcript

新增披露摘要

披露信息

披露分析

最新披露为 2026-05-05 的 10-Q；近 30 天共有 3 条披露。已观察表格：10-K x1, 10-Q x2, 8-K x7。复核重点：财务报表、指引、现金流、风险因素和会计政策更新。

近期披露

2026-05-0510-Q
powl-20260331.htm
2026-05-058-K
powl-20260505.htm
2026-05-048-K
powl-20260504.htm
2026-03-318-K
powl-20260331.htm
2026-02-188-K
powl-20260218.htm
2026-02-0410-Q
powl-20251231.htm
2026-02-038-K
powl-20260203.htm
2026-01-068-K
powl-20260102.htm
2025-11-1910-K
powl-20250930.htm
2025-11-188-K
powl-20251118.htm

beta / 动量 / 主题

大盘敏感度

Beta

1.14

状态

高关注高 beta

立场

中性

动量

看多

观察 · 偏高

板块定位

行业

industrials-electrical-equipment-parts

ai-infrastructureaerospace-defense