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Side-by-side financial comparison of POWELL INDUSTRIES INC (POWL) and Walker & Dunlop, Inc. (WD). Click either name above to swap in a different company.
Walker & Dunlop, Inc. is the larger business by last-quarter revenue ($340.0M vs $251.2M, roughly 1.4× POWELL INDUSTRIES INC). POWELL INDUSTRIES INC runs the higher net margin — 16.5% vs -12.9%, a 29.4% gap on every dollar of revenue. On growth, POWELL INDUSTRIES INC posted the faster year-over-year revenue change (4.0% vs -0.4%). POWELL INDUSTRIES INC produced more free cash flow last quarter ($41.6M vs $-680.1M). Over the past eight quarters, Walker & Dunlop, Inc.'s revenue compounded faster (22.1% 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.
Walker & Dunlop, Inc. is one of the largest commercial real estate finance and advisory services firms in the United States and internationally.
POWL vs WD — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $251.2M | $340.0M |
| Net Profit | $41.4M | $-13.9M |
| Gross Margin | 28.4% | — |
| Operating Margin | 17.0% | -17.2% |
| Net Margin | 16.5% | -12.9% |
| Revenue YoY | 4.0% | -0.4% |
| Net Profit YoY | 19.1% | -131.0% |
| EPS (diluted) | $3.40 | $-0.41 |
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 | $340.0M | ||
| Q3 25 | $298.0M | $337.7M | ||
| Q2 25 | $286.3M | $319.2M | ||
| Q1 25 | $278.6M | $237.4M | ||
| Q4 24 | $241.4M | $341.5M | ||
| Q3 24 | $275.1M | $292.3M | ||
| Q2 24 | $288.2M | $270.7M | ||
| Q1 24 | $255.1M | $228.1M |
| Q4 25 | $41.4M | $-13.9M | ||
| Q3 25 | $51.4M | $33.5M | ||
| Q2 25 | $48.2M | $34.0M | ||
| Q1 25 | $46.3M | $2.8M | ||
| Q4 24 | $34.8M | $44.8M | ||
| Q3 24 | $46.1M | $28.8M | ||
| Q2 24 | $46.2M | $22.7M | ||
| Q1 24 | $33.5M | $11.9M |
| Q4 25 | 28.4% | — | ||
| Q3 25 | 31.4% | — | ||
| Q2 25 | 30.7% | — | ||
| Q1 25 | 29.9% | — | ||
| Q4 24 | 24.7% | — | ||
| Q3 24 | 29.2% | — | ||
| Q2 24 | 28.4% | — | ||
| Q1 24 | 24.6% | — |
| Q4 25 | 17.0% | -17.2% | ||
| Q3 25 | 21.2% | 13.6% | ||
| Q2 25 | 21.0% | 14.5% | ||
| Q1 25 | 21.1% | 2.2% | ||
| Q4 24 | 14.7% | 15.3% | ||
| Q3 24 | 20.4% | 12.8% | ||
| Q2 24 | 19.9% | 10.4% | ||
| Q1 24 | 15.5% | 6.0% |
| Q4 25 | 16.5% | -12.9% | ||
| Q3 25 | 17.3% | 9.9% | ||
| Q2 25 | 16.8% | 10.6% | ||
| Q1 25 | 16.6% | 1.2% | ||
| Q4 24 | 14.4% | 13.1% | ||
| Q3 24 | 16.7% | 9.9% | ||
| Q2 24 | 16.0% | 8.4% | ||
| Q1 24 | 13.1% | 5.2% |
| Q4 25 | $3.40 | $-0.41 | ||
| Q3 25 | $4.23 | $0.98 | ||
| Q2 25 | $3.96 | $0.99 | ||
| Q1 25 | $3.81 | $0.08 | ||
| Q4 24 | $2.86 | $1.32 | ||
| Q3 24 | $3.77 | $0.85 | ||
| Q2 24 | $3.79 | $0.67 | ||
| Q1 24 | $2.75 | $0.35 |
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 | $299.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $668.9M | $1.7B |
| Total Assets | $1.1B | $5.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $500.8M | $299.3M | ||
| Q3 25 | $475.5M | $274.8M | ||
| Q2 25 | $433.0M | $233.7M | ||
| Q1 25 | $389.3M | $181.0M | ||
| Q4 24 | $373.4M | $279.3M | ||
| Q3 24 | $358.4M | $179.8M | ||
| Q2 24 | $374.0M | $208.1M | ||
| Q1 24 | $365.3M | $216.5M |
| Q4 25 | $668.9M | $1.7B | ||
| Q3 25 | $640.8M | $1.8B | ||
| Q2 25 | $594.9M | $1.8B | ||
| Q1 25 | $541.4M | $1.7B | ||
| Q4 24 | $496.3M | $1.7B | ||
| Q3 24 | $483.1M | $1.7B | ||
| Q2 24 | $436.7M | $1.7B | ||
| Q1 24 | $393.8M | $1.7B |
| Q4 25 | $1.1B | $5.1B | ||
| Q3 25 | $1.1B | $5.8B | ||
| Q2 25 | $1.0B | $4.7B | ||
| Q1 25 | $965.4M | $4.5B | ||
| Q4 24 | $912.7M | $4.4B | ||
| Q3 24 | $928.2M | $4.6B | ||
| Q2 24 | $869.0M | $4.2B | ||
| Q1 24 | $849.6M | $3.8B |
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 | $-664.3M |
| Free Cash FlowOCF − Capex | $41.6M | $-680.1M |
| FCF MarginFCF / Revenue | 16.6% | -200.0% |
| Capex IntensityCapex / Revenue | 0.8% | 4.6% |
| Cash ConversionOCF / Net Profit | 1.05× | — |
| TTM Free Cash FlowTrailing 4 quarters | $161.5M | $-2.2B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $43.6M | $-664.3M | ||
| Q3 25 | $61.1M | $-948.1M | ||
| Q2 25 | $47.4M | $-238.5M | ||
| Q1 25 | $22.4M | $-281.1M | ||
| Q4 24 | $37.1M | $129.4M | ||
| Q3 24 | $-6.0M | $-202.0M | ||
| Q2 24 | $13.8M | $-237.8M | ||
| Q1 24 | $17.0M | $38.4M |
| Q4 25 | $41.6M | $-680.1M | ||
| Q3 25 | $59.3M | $-950.4M | ||
| Q2 25 | $42.3M | $-241.0M | ||
| Q1 25 | $18.3M | $-284.7M | ||
| Q4 24 | $34.9M | $116.4M | ||
| Q3 24 | $-14.4M | $-204.0M | ||
| Q2 24 | $12.4M | $-241.7M | ||
| Q1 24 | $16.1M | $35.2M |
| Q4 25 | 16.6% | -200.0% | ||
| Q3 25 | 19.9% | -281.5% | ||
| Q2 25 | 14.8% | -75.5% | ||
| Q1 25 | 6.6% | -120.0% | ||
| Q4 24 | 14.4% | 34.1% | ||
| Q3 24 | -5.3% | -69.8% | ||
| Q2 24 | 4.3% | -89.3% | ||
| Q1 24 | 6.3% | 15.4% |
| Q4 25 | 0.8% | 4.6% | ||
| Q3 25 | 0.6% | 0.7% | ||
| Q2 25 | 1.8% | 0.8% | ||
| Q1 25 | 1.5% | 1.5% | ||
| Q4 24 | 0.9% | 3.8% | ||
| Q3 24 | 3.1% | 0.7% | ||
| Q2 24 | 0.5% | 1.4% | ||
| Q1 24 | 0.4% | 1.4% |
| Q4 25 | 1.05× | — | ||
| Q3 25 | 1.19× | -28.34× | ||
| Q2 25 | 0.98× | -7.02× | ||
| Q1 25 | 0.48× | -102.07× | ||
| Q4 24 | 1.07× | 2.89× | ||
| Q3 24 | -0.13× | -7.01× | ||
| Q2 24 | 0.30× | -10.49× | ||
| Q1 24 | 0.51× | 3.24× |
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% |
WD
Segment breakdown not available.
