POWL
Guest preview — showing qualitative direction only.
POWL Analysis Summary
Powell Industries (POWL) operates in Layer 3: Infrastructure, in the Grid Gear sub-sector. With a $3.5B market cap and 30% AI-derived revenue, it sits in the midstream tier of the AI supply chain.
The current composite signal is bullish with none conviction, driven primarily by quarterly factors.
POWL has supply chain relationships with 3 companies in the AI ecosystem. Downstream customers include DLR, EQIX, VRT.
POWL is currently a beneficiary of 1 bottleneck (Grid Gear / Long-Lead Electrical Equipment).
Learn more about our signal methodology. View Signal History → Powell Industries AI Visibility →
Analysis as of Jul 5, 2026 07:04 UTC (quarterly run). Mixed data.
Data Trust
Quality grade A · Score 0.98 · Updated Jul 5, 2026 07:04 UTC (11.5h ago)
Source-by-source provenance available after sign-in.
Signal Snapshot
Current model view is bullish with none conviction. Based on the latest quarterly run.
Primary driver appears to be quarterly factors for this ticker.
Latest Recommendation (Guest Preview)
Low bearish on Powell Industries (Infrastructure, 30% AI revenue). Signal: -0.18.
Why Not a Buy?
No signal data available for this ticker yet.
Supply Chain Position (Guest Preview)
Neighbor signal strengths and propagation context available after sign-in.
Portfolio Position
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Bottleneck Exposure (Guest Preview)
Fundamentals & Characteristics
- Market Cap
- $3,500M (3.5B)
- Avg Daily Volume
- $35.0M
- AI Revenue %
- 30%
- Liquid Options
- No
- Layer
- 3 — Infrastructure
- Sub-Sector
- Grid Gear
- Mega Cap
- No
Latest Signal Snapshot
Full multi-run history, trend charts, and component-level changes available after sign-in.
Key Facts About POWL
- Company: Powell Industries
- Supply Chain Position: Infrastructure (Layer 3 of 10)
- Market Cap: $3.5B
- AI Revenue: 30%
- Sub-sector: Grid Gear
- Tier: Midstream
- Supply Chain Partners: 3 companies
POWL FAQ
What does Powell Industries do in AI?
Powell Industries (POWL) operates in the Infrastructure layer of the AI supply chain, in the Grid Gear sub-sector.
Is POWL a buy or sell?
Full signal analysis for POWL is available after sign-in at Early Signal. Our quantitative model analyzes momentum, sentiment, earnings, and supply chain factors.
What AI supply chain layer is POWL in?
POWL is in Layer 3: Infrastructure. Early Signal's 10-layer taxonomy traces the AI value chain from raw materials (Layer 0) through semiconductor manufacturing, chips, infrastructure, cloud platforms, AI tools, foundation models, applications, AI-enabled transformation, to secondary beneficiaries (Layer 9). Learn more on the methodology page.
What is Powell Industries's AI revenue exposure?
Powell Industries derives approximately 30% of its revenue from AI-related activities. It has a market capitalization of $3.5B and sits in the midstream tier of the AI supply chain.
⚡ AI Brand Visibility
How often AI models (ChatGPT, Claude, Gemini) mention Powell Industries when users ask questions in its category.
Source: geo.sig.ai — tracks AI visibility for 5,600+ companies across 30 verticals.