PSIX · Power Solutions International Inc Q3 FY2026 earnings call record财报电话会记录

“Softness in demand within the oil and gas market is expected to continue, so we expect it to be approximately offset for full year 2026 by higher sales of data center products, subject to customer contracting and the recognition of the associated revenue by year-end.”

“The increase in gross margin compared with the third quarter of 2025 primarily reflects the benefits of company's operational improvement initiatives at its Wisconsin operations, which have reduced the elevated production costs associated with capacity ramp-up activities, supporting the data center-related applications, as well as a $3.8 million tariff refund recognized as a reduction in cost of sales in the third quarter of 2026, which contributes approximately 188 basis points to gross margin, partially offset by an unfavorable year-over-year product mix resulting from lower oil and gas sales.”