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Side-by-side financial comparison of POWELL INDUSTRIES INC (POWL) and Smith Douglas Homes Corp. (SDHC). Click either name above to swap in a different company.
Smith Douglas Homes Corp. is the larger business by last-quarter revenue ($260.4M vs $251.2M, roughly 1.0× POWELL INDUSTRIES INC). POWELL INDUSTRIES INC runs the higher net margin — 16.5% vs 1.4%, a 15.1% gap on every dollar of revenue. On growth, POWELL INDUSTRIES INC posted the faster year-over-year revenue change (4.0% vs -9.4%). POWELL INDUSTRIES INC produced more free cash flow last quarter ($41.6M vs $8.7M). Over the past eight quarters, Smith Douglas Homes Corp.'s revenue compounded faster (17.3% CAGR vs -0.8%).
Powell Industries, Inc. is a manufacturer of Integrated/Packaged Solutions and Electrical Equipment to monitor and control the distribution of electrical power in commercial and industrial markets founded in 1947. Its headquarters is in Houston, Texas.
Smith & Wesson Brands, Inc. (S&W) is an American firearm manufacturer headquartered in Maryville, Tennessee, United States.
POWL vs SDHC — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $251.2M | $260.4M |
| Net Profit | $41.4M | $3.5M |
| Gross Margin | 28.4% | 19.9% |
| Operating Margin | 17.0% | 6.5% |
| Net Margin | 16.5% | 1.4% |
| Revenue YoY | 4.0% | -9.4% |
| Net Profit YoY | 19.1% | -14.3% |
| EPS (diluted) | $3.40 | $0.39 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $251.2M | $260.4M | ||
| Q3 25 | $298.0M | $262.0M | ||
| Q2 25 | $286.3M | $223.9M | ||
| Q1 25 | $278.6M | $224.7M | ||
| Q4 24 | $241.4M | $287.5M | ||
| Q3 24 | $275.1M | $277.8M | ||
| Q2 24 | $288.2M | $220.9M | ||
| Q1 24 | $255.1M | $189.2M |
| Q4 25 | $41.4M | $3.5M | ||
| Q3 25 | $51.4M | $2.1M | ||
| Q2 25 | $48.2M | $2.4M | ||
| Q1 25 | $46.3M | $2.7M | ||
| Q4 24 | $34.8M | $4.1M | ||
| Q3 24 | $46.1M | $5.3M | ||
| Q2 24 | $46.2M | $3.6M | ||
| Q1 24 | $33.5M | $3.0M |
| Q4 25 | 28.4% | 19.9% | ||
| Q3 25 | 31.4% | 21.0% | ||
| Q2 25 | 30.7% | 23.2% | ||
| Q1 25 | 29.9% | 23.8% | ||
| Q4 24 | 24.7% | 25.5% | ||
| Q3 24 | 29.2% | 26.5% | ||
| Q2 24 | 28.4% | 26.7% | ||
| Q1 24 | 24.6% | 26.1% |
| Q4 25 | 17.0% | 6.5% | ||
| Q3 25 | 21.2% | 6.6% | ||
| Q2 25 | 21.0% | 7.7% | ||
| Q1 25 | 21.1% | 8.7% | ||
| Q4 24 | 14.7% | 10.4% | ||
| Q3 24 | 20.4% | 14.2% | ||
| Q2 24 | 19.9% | 11.7% | ||
| Q1 24 | 15.5% | 11.3% |
| Q4 25 | 16.5% | 1.4% | ||
| Q3 25 | 17.3% | 0.8% | ||
| Q2 25 | 16.8% | 1.1% | ||
| Q1 25 | 16.6% | 1.2% | ||
| Q4 24 | 14.4% | 1.4% | ||
| Q3 24 | 16.7% | 1.9% | ||
| Q2 24 | 16.0% | 1.7% | ||
| Q1 24 | 13.1% | 1.6% |
| Q4 25 | $3.40 | $0.39 | ||
| Q3 25 | $4.23 | $0.24 | ||
| Q2 25 | $3.96 | $0.26 | ||
| Q1 25 | $3.81 | $0.30 | ||
| Q4 24 | $2.86 | $0.50 | ||
| Q3 24 | $3.77 | $0.58 | ||
| Q2 24 | $3.79 | $0.40 | ||
| Q1 24 | $2.75 | $0.33 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $500.8M | $12.7M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $668.9M | $86.7M |
| Total Assets | $1.1B | $557.6M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $500.8M | $12.7M | ||
| Q3 25 | $475.5M | $14.8M | ||
| Q2 25 | $433.0M | $16.8M | ||
| Q1 25 | $389.3M | $12.7M | ||
| Q4 24 | $373.4M | $22.4M | ||
| Q3 24 | $358.4M | $23.7M | ||
| Q2 24 | $374.0M | $17.3M | ||
| Q1 24 | $365.3M | $32.8M |
| Q4 25 | $668.9M | $86.7M | ||
| Q3 25 | $640.8M | $82.2M | ||
| Q2 25 | $594.9M | $80.0M | ||
| Q1 25 | $541.4M | $76.9M | ||
| Q4 24 | $496.3M | $73.6M | ||
| Q3 24 | $483.1M | $68.4M | ||
| Q2 24 | $436.7M | $62.1M | ||
| Q1 24 | $393.8M | $59.7M |
| Q4 25 | $1.1B | $557.6M | ||
| Q3 25 | $1.1B | $571.6M | ||
| Q2 25 | $1.0B | $570.2M | ||
| Q1 25 | $965.4M | $513.9M | ||
| Q4 24 | $912.7M | $475.9M | ||
| Q3 24 | $928.2M | $460.1M | ||
| Q2 24 | $869.0M | $429.3M | ||
| Q1 24 | $849.6M | $401.3M |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $43.6M | $9.8M |
| Free Cash FlowOCF − Capex | $41.6M | $8.7M |
| FCF MarginFCF / Revenue | 16.6% | 3.4% |
| Capex IntensityCapex / Revenue | 0.8% | 0.4% |
| Cash ConversionOCF / Net Profit | 1.05× | 2.77× |
| TTM Free Cash FlowTrailing 4 quarters | $161.5M | $-36.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $43.6M | $9.8M | ||
| Q3 25 | $61.1M | $22.8M | ||
| Q2 25 | $47.4M | $-28.9M | ||
| Q1 25 | $22.4M | $-34.9M | ||
| Q4 24 | $37.1M | $5.5M | ||
| Q3 24 | $-6.0M | $22.9M | ||
| Q2 24 | $13.8M | $39.0K | ||
| Q1 24 | $17.0M | $-9.3M |
| Q4 25 | $41.6M | $8.7M | ||
| Q3 25 | $59.3M | $21.4M | ||
| Q2 25 | $42.3M | $-31.1M | ||
| Q1 25 | $18.3M | $-35.9M | ||
| Q4 24 | $34.9M | $4.8M | ||
| Q3 24 | $-14.4M | $22.3M | ||
| Q2 24 | $12.4M | $-2.1M | ||
| Q1 24 | $16.1M | $-9.7M |
| Q4 25 | 16.6% | 3.4% | ||
| Q3 25 | 19.9% | 8.2% | ||
| Q2 25 | 14.8% | -13.9% | ||
| Q1 25 | 6.6% | -16.0% | ||
| Q4 24 | 14.4% | 1.7% | ||
| Q3 24 | -5.3% | 8.0% | ||
| Q2 24 | 4.3% | -1.0% | ||
| Q1 24 | 6.3% | -5.1% |
| Q4 25 | 0.8% | 0.4% | ||
| Q3 25 | 0.6% | 0.5% | ||
| Q2 25 | 1.8% | 0.9% | ||
| Q1 25 | 1.5% | 0.5% | ||
| Q4 24 | 0.9% | 0.2% | ||
| Q3 24 | 3.1% | 0.2% | ||
| Q2 24 | 0.5% | 1.0% | ||
| Q1 24 | 0.4% | 0.2% |
| Q4 25 | 1.05× | 2.77× | ||
| Q3 25 | 1.19× | 10.70× | ||
| Q2 25 | 0.98× | -12.24× | ||
| Q1 25 | 0.48× | -13.01× | ||
| Q4 24 | 1.07× | 1.33× | ||
| Q3 24 | -0.13× | 4.28× | ||
| Q2 24 | 0.30× | 0.01× | ||
| Q1 24 | 0.51× | -3.12× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
POWL
| Oil And Gas Service | $97.9M | 39% |
| Electricity | $69.3M | 28% |
| Commercial And Other Industrial | $40.6M | 16% |
| Petrochemical | $22.8M | 9% |
| Other Customers | $12.0M | 5% |
| Light Rail Traction Power Customer | $8.6M | 3% |
SDHC
| Southeast | $164.7M | 63% |
| Central | $95.8M | 37% |
