Powell Stock +9% on $400M+ Data Center Order, $1.8B Backlog, Capacity Expansion Plans

Powell Industries shares climbed 9% to $294.69 after disclosing a $1.8 billion backlog, a post-quarter $400M+ data center award providing visibility into 2028, and plans for $70M-$100M capacity expansion via leases and $8M equipment spend. This follows Sterling Infrastructure's blowout Q1 with revenue surging 92% to $825.7M, adjusted EPS +120% to $3.59, raised 2026 guidance, and stock rocketing 27% to $674. Earlier, Jim Cramer's Trust bought Eaton's 6% post-earnings dip at $398 (25 shares, total 250 at 2.63% weight) on 240% data center order growth and strong bookings.