POWL
Powell Industries, Inc.
POWL has the edge over RKLB overall, supported by lower modeled downside and stronger modeled upside.
RKLB
Rocket Lab USA, Inc.
RKLB offers stronger valuation, but that advantage does not outweigh its weaker overall profile.
POWL Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Strong | |
| Strong |
POWL's profitability, cash flow and balance sheet are currently healthy, and its revenue is stable.
RKLB Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Under pressure | |
| Weak | |
| Unavailable |
RKLB's revenue is currently strong, but its profitability and cash flow are under pressure. There isn't enough data to rate its balance sheet.
POWL PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 16x | $83.03 | -41% |
| Forward | 21x | $142 | — |
| Fair | 26x | $135 | -4.6% |
| Current | 27x | $142 | — |
| Expensive | 51x | $266 | +87% |
Historical ranges are pointers, not guarantees.
POWL's PE is in its fair range at 27x. If earnings grow as analysts expect, today's price would be 21x next year's earnings.
RKLB PE Valuation
RKLB has no meaningful PE right now: it lost money over the past year.
POWL Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Improving | |
| Limited | |
| Low |
Analysts expect strong earnings and revenue growth for POWL, with profitability improving. However, they disagree widely on these estimates.
RKLB Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Low |
Analysts expect RKLB's losses to shrink, with revenue growing. However, they disagree widely on these estimates.
POWL Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $6.71 | +29% |
| Q2 2026 | $5.21 | +8.5% |
| Q1 2026 | $5.11 | +7.8% |
| Q4 2025 | $5.13 | +17% |
| Q3 2025 | $4.95 | +21% |
| Q2 2025 | $4.80 | +35% |
| Q1 2025 | $4.74 | +69% |
| Q4 2024 | $4.39 | +107% |
| Q3 2024 | $4.10 | +173% |
POWL has the edge over RKLB on earnings quality, reporting a profit while its opponent remains loss making.
RKLB Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$0.36 | +$0.03 |
| Q2 2026 | -$0.27 | +$0.19 |
| Q1 2026 | -$0.32 | +$0.09 |
| Q4 2025 | -$0.37 | +$0.01 |
| Q3 2025 | -$0.39 | -$0.02 |
| Q2 2025 | -$0.46 | -$0.11 |
| Q1 2025 | -$0.41 | -$0.04 |
| Q4 2024 | -$0.38 | $0.00 |
RKLB is still losing money, but less than at its worst: $0.36 per share over the past year, against $0.46 at its worst in mid-2025.
POWL Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $311.7M | +8.9% |
| Q1 2026 | $296.6M | +6.5% |
| Q4 2025 | $251.2M | +4% |
| Q3 2025 | $298M | +8.3% |
| Q2 2025 | $286.3M | -0.7% |
| Q1 2025 | $278.6M | +9.2% |
| Q4 2024 | $241.4M | +24% |
| Q3 2024 | $275.1M | +32% |
POWL's revenue has grown year over year for four quarters in a row: $312M last quarter, up 8.9% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | 21% | -0.4 points |
| Q1 2026 | 19% | -1.7 points |
| Q4 2025 | 17% | +2.3 points |
| Q3 2025 | 21% | +0.8 points |
| Q2 2025 | 21% | +1.1 points |
| Q1 2025 | 21% | +5.7 points |
| Q4 2024 | 15% | +1.4 points |
| Q3 2024 | 20% | +6.1 points |
POWL has the edge over RKLB on profitability, with a higher operating margin.
RKLB Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $267.8M | +73% |
| Q2 2026 | $234.1M | +62% |
| Q1 2026 | $200.3M | +63% |
| Q4 2025 | $179.7M | +36% |
| Q3 2025 | $155.1M | +48% |
| Q2 2025 | $144.5M | +36% |
| Q1 2025 | $122.6M | +32% |
| Q4 2024 | $132.4M | +121% |
RKLB has the edge over POWL on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -30% | +8.5 points |
| Q2 2026 | -25% | +17 points |
| Q1 2026 | -28% | +20 points |
| Q4 2025 | -28% | +11 points |
| Q3 2025 | -38% | +12 points |
| Q2 2025 | -41% | -0.5 points |
| Q1 2025 | -48% | -1.9 points |
| Q4 2024 | -39% | +41 points |
RKLB's operating margin was −30% last quarter, up 8.5 points from the same quarter a year ago.
POWL Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | $93.7M | +122% |
| Q1 2026 | $49.3M | +169% |
| Q4 2025 | $41.6M | +19% |
| Q3 2025 | $59.3M | +$73.8M |
| Q2 2025 | $42.3M | +242% |
| Q1 2025 | $18.3M | +14% |
| Q4 2024 | $34.9M | -58% |
| Q3 2024 | -$14.4M | -120% |
POWL has the edge over RKLB on cash generation, producing positive trailing cash flow while its opponent burns cash.
RKLB Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$23.9M | +$45.5M |
| Q2 2026 | -$110.1M | -$54.8M |
| Q1 2026 | -$77.4M | +$5.5M |
| Q4 2025 | -$114.2M | -$90.2M |
| Q3 2025 | -$69.4M | -$27.5M |
| Q2 2025 | -$55.3M | -$26.9M |
| Q1 2025 | -$82.9M | -$61.1M |
| Q4 2024 | -$23.9M | +$28.7M |
RKLB has burned cash in almost every quarter: −$326M over the past year, against −$232M the year before.
POWL Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.1% | +20K shares |
| 1 year | +0.2% | +79K shares |
| 3 years | +0.5% | +184K shares |
| 5 years | +4.1% | +1.4M shares |
| Available history | +4.9% | +1.7M shares |
POWL has the edge over RKLB on shareholder dilution, with a more favorable share count trend.
RKLB Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +3.6% | +22.6M shares |
| 1 year | +23% | +124M shares |
| 3 years | +35% | +168M shares |
| 5 years | +46% | +204M shares |
RKLB has 652M diluted shares, up 23% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2020 | — |
| Q2 2020 | — |
| Q1 2020 | — |
POWL Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2026 | -2.7x | Net Cash |
| Q1 2026 | -2.3x | Net Cash |
| Q4 2025 | -2.1x | Net Cash |
| Q3 2025 | -2.0x | Net Cash |
| Q2 2025 | -1.8x | Net Cash |
| Q1 2025 | -1.7x | Net Cash |
| Q4 2024 | -1.7x | Net Cash |
| Q3 2024 | -1.7x | Net Cash |
POWL has more cash than debt.
RKLB Net Leverage
RKLB's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
POWL Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 32.9 | Neutral |
| Stochastic | 15.7 | Oversold |
POWL's weekly RSI is 33 (neutral) and its Stochastic is 16 (oversold).
RKLB Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 46.8 | Neutral |
| Stochastic | 27.6 | Neutral |
RKLB's weekly RSI is 47 (neutral) and its Stochastic is 28 (neutral).
POWL PE vs Industrials Sector
| Metric | POWL | Sector median | Relative |
|---|---|---|---|
| PE | 27x | 24x | 13% above |
| PE % | 56 | 58 | 2 pts below |
POWL is trading at 27x earnings, a 13% premium to the Industrials sector's median of 24x.
RKLB PE vs Industrials Sector
RKLB has no meaningful PE right now: it lost money over the past year.
POWL Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $165.6 | 14% below |
| 20 week MA | $191.5 | 26% below |
| 50 week MA | $197.6 | 28% below |
| 100 week MA | $138.4 | 2.4% above |
| 200 week MA | $89.4 | 59% above |
POWL has pulled back, but its long-term trend is still up: it's below its 8-, 20- and 50-week averages, but 59% above its 200-week average.
RKLB Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $61.4 | 4.3% above |
| 20 week MA | $68.1 | 5.9% below |
| 50 week MA | $77.6 | 17% below |
| 100 week MA | $56.5 | 13% above |
| 200 week MA | $31.4 | 104% above |
RKLB has the edge over POWL on trend strength, trading above more of its moving averages.
POWL Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $16.4 | $10.2 | -38% |
| 2021 | $10.2 | $9.84 | -3.4% |
| 2022 | $9.84 | $11.9 | +21% |
| 2023 | $11.9 | $29.5 | +148% |
| 2024 | $29.5 | $77.0 | +161% |
| 2025 | $77.0 | $113.6 | +48% |
| 2026 YTD | $113.6 | $141.8 | +25% |
POWL has the edge over RKLB on returns for 2026, with the stronger performance.
RKLB Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $9.82 | $10.3 | +4.9% |
| 2021 | $10.3 | $12.0 | +17% |
| 2022 | $12.0 | $3.77 | -69% |
| 2023 | $3.77 | $5.53 | +47% |
| 2024 | $5.53 | $27.2 | +392% |
| 2025 | $27.2 | $70.7 | +160% |
| 2026 YTD | $70.7 | $64.1 | -9.3% |
RKLB's yearly returns have swung widely, from +392% in 2024 to −69% in 2022. It's down 9.3% so far in 2026.