Power Solutions International
PSIXMarket price data through August 3, 2026.
Performance
Aug 2021 – Aug 2026
Track record
How this pick has done since Benson first called it.
- Benson Return
- -56%
- How much this stock is up since Benson first picked it — measured from the price at the time of that first pick, not from today.
- First pick price
- ~$65
- Roughly what one share cost when Benson first picked this stock. This is the starting line for the Benson Return.
- Tracking since
- June 2025
- The month this stock first became a Benson pick.
- Tracking duration
- 13 months
- How long Benson has been tracking this pick.
About Power Solutions International
Power Solutions makes the big metal enclosures and engines that keep data centers running when the power goes out. As AI takes over the internet, every new data center needs their backup gear.
The case for and against
Both sides of the story, in plain English.
- Data Center Demand
Revenue grew 51.78% as hyperscale data center customers ordered enclosures eight to twelve months out. The company is so booked up they paused taking excess orders just to catch up, with steady growth expected for the next four to five years.
- Margin Comeback
Gross margin slipped to 21.9% in the fourth quarter from earlier 28 to 30% levels, but management is targeting a return to roughly 25% as Wisconsin ramps up. Net margins are already 14.28%, and the new MTL acquisition adds 150,000 square feet of fabrication capacity to lift throughput.
- Margin Squeeze
Gross margin fell to 21.9% last quarter, down from the 28 to 30% range earlier in 2025, hurt by ramp-up costs and complex first-article builds taking longer than expected. Management refused to give specific margin guidance for 2026, a yellow flag for investors who want clarity.
- China Risk
The company is majority owned by China-based Weichai Power and uses Weichai engines in many products, with over 60% of supplier MTL's business already tied to PSI. In a trade war climate, tariffs or restrictions on Chinese-linked suppliers could disrupt the supply chain overnight.
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How to read this page
This automated research summary uses Financial Modeling Prep market data through 2026-08-03. Model signals, scores, and risk labels can change and may be incomplete or wrong.
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