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U.K. (FTSE) Electrical Industry Analysis

UpdatedMay 27, 2026
DataAggregated Company Financials
Companies17
  • 7D9.5%
  • 3M39.2%
  • 1Y14.0%
  • YTD46.3%

The Electrical industry is up 5.0% in the last week, with Ceres Power Holdings up 20%. This takes the industry's 12 month performance to a gain of 14%. As for the next few years, earnings are expected to grow by 45% per annum.

Industry Valuation and Performance

Has the U.K. Electrical Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 27 May 2026UK£10.1bUK£2.5b-UK£90,575,162.0026.8x-111.9x4x
Fri, 24 Apr 2026UK£8.7bUK£2.5b-UK£90,591,788.0021.9x-96.2x3.4x
Sun, 22 Mar 2026UK£4.9bUK£2.5b-UK£84,561,516.0018.4x-58.4x1.9x
Tue, 17 Feb 2026UK£5.3bUK£2.2b-UK£64,007,956.0021.3x-83.4x2.4x
Thu, 15 Jan 2026UK£3.7bUK£2.2b-UK£61,753,595.0018.7x-59.4x1.7x
Sat, 13 Dec 2025UK£3.5bUK£2.2b-UK£61,411,519.0017.3x-57.4x1.6x
Mon, 10 Nov 2025UK£3.7bUK£2.2b-UK£86,438,094.0016.4x-42.4x1.7x
Wed, 08 Oct 2025UK£3.5bUK£2.2b-UK£88,092,295.0016.8x-39.9x1.6x
Fri, 05 Sep 2025UK£3.1bUK£2.2b-UK£76,192,982.0014.6x-40.3x1.4x
Sun, 03 Aug 2025UK£3.2bUK£2.3b-UK£152,310,461.0015.7x-21.3x1.4x
Tue, 01 Jul 2025UK£3.4bUK£2.3b-UK£149,892,829.0015.6x-22.6x1.5x
Thu, 29 May 2025UK£2.7bUK£2.3b-UK£125,506,062.0014.4x-21.8x1.2x
Sat, 26 Apr 2025UK£2.4bUK£2.3b-UK£125,469,747.0014x-19.3x1.1x
Mon, 24 Mar 2025UK£2.5bUK£2.3b-UK£122,765,032.0014.5x-20.5x1.1x
Wed, 19 Feb 2025UK£2.9bUK£2.3b-UK£142,903,027.0014.9x-20x1.2x
Fri, 17 Jan 2025UK£2.9bUK£2.3b-UK£133,228,074.0014.2x-22x1.3x
Sun, 15 Dec 2024UK£3.2bUK£2.3b-UK£129,909,604.0015.4x-24.6x1.4x
Tue, 12 Nov 2024UK£3.4bUK£2.2b-UK£123,866,313.0017.1x-27.2x1.5x
Thu, 10 Oct 2024UK£3.5bUK£2.2b-UK£124,022,455.0017.3x-28.5x1.6x
Sat, 07 Sep 2024UK£3.4bUK£2.2b-UK£134,156,973.0018x-25.6x1.6x
Mon, 05 Aug 2024UK£3.6bUK£2.2b-UK£164,044,815.0017.8x-21.7x1.6x
Wed, 03 Jul 2024UK£3.6bUK£2.3b-UK£167,310,866.0019.2x-21.6x1.6x
Fri, 31 May 2024UK£4.0bUK£2.1b-UK£222,974,641.0017.8x-18x1.9x
Sun, 28 Apr 2024UK£3.5bUK£2.1b-UK£222,439,573.0018.6x-15.7x1.6x
Tue, 26 Mar 2024UK£3.3bUK£2.1b-UK£187,561,198.0016x-17.7x1.6x
Thu, 22 Feb 2024UK£3.4bUK£2.1b-UK£155,341,230.0016.2x-21.6x1.6x
Sat, 20 Jan 2024UK£3.6bUK£2.2b-UK£190,056,855.0017.6x-19.1x1.7x
Mon, 18 Dec 2023UK£3.7bUK£2.2b-UK£194,593,740.0017.3x-19x1.7x
Wed, 15 Nov 2023UK£3.5bUK£2.2b-UK£193,537,580.0016.4x-18.2x1.6x
Fri, 13 Oct 2023UK£3.6bUK£2.2b-UK£192,805,045.0016.6x-18.7x1.7x
Sun, 10 Sep 2023UK£4.2bUK£2.1b-UK£194,428,121.0020.2x-21.8x2x
Tue, 08 Aug 2023UK£4.3bUK£2.1b-UK£183,259,467.0019.2x-23.2x2x
Thu, 06 Jul 2023UK£4.1bUK£2.1b-UK£267,660,498.0020.3x-15.3x2x
Sat, 03 Jun 2023UK£4.1bUK£2.0b-UK£238,224,160.0019.4x-17x2x
Price to Earnings Ratio

-17x


Total Market Cap: UK£4.1bTotal Earnings: -UK£238,224,160.00Total Revenue: UK£2.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Electrical Industry Price to Earnings3Y Average -32x202420252026
Current Industry PE
  • Investors are optimistic on the British Electrical industry, and appear confident in long term growth rates.
  • The 3-year average PS ratio of 1.7x is lower than the industry's current PS ratio of 3.9x.
Past Earnings Growth
  • The earnings for companies in the Electrical industry have improved over the last three years.
  • Revenues for these companies have grown 7.7% per year.
  • This means that more sales are being generated by these companies overall, and subsequently losses are decreasing too.

Industry Trends

Which industries have driven the changes within the U.K. Industrials industry?

GB Market1.80%
Industrials3.62%
Electrical9.47%
Heavy Electrical Equipment16.91%
Electrical Components8.37%
Industry PE
    Forecasted Growth
    • Analysts are most optimistic on the Electrical Components industry, expecting annual earnings growth of 47% over the next 5 years.
    • This is better than its past earnings growth rate of 35% per year.
    • In contrast, the Heavy Electrical Equipment industry is expected to see its earnings grow by 32% per year over the next few years.

    Top Stock Gainers and Losers

    Which companies have driven the market over the last 7 days?

    CompanyLast Price7D1YValuation
    		CWR Ceres Power HoldingsUK£7.8320.4%
    +UK£258.4m    		1,038.9%PS46.8x
    		ITM ITM PowerUK£1.8014.9%
    +UK£161.1m    		266.6%PS43.6x
    		ROSE Rosebank IndustriesUK£3.563.5%
    +UK£118.6m    		-43.0%PS10.6x
    		VLX VolexUK£6.899.7%
    +UK£112.0m    		144.8%PE29.8x
    		LUCE LucecoUK£2.7815.8%
    +UK£56.7m    		95.8%PE20.4x

    Latest News

    VLX
    UK£6.89
    Volex
    7D
    9.7%
    1Y
    144.8%
    LUCE
    UK£2.78
    Luceco
    7D
    15.8%
    1Y
    95.8%
    DSCV
    UK£7.37
    discoverIE Group
    7D
    6.7%
    1Y
    17.7%
    Narrative Update • May 26

    DSCV: Unchanged Fair Outlook Will Rely On Slightly Higher 30x P/E

    Analysts have kept their £6.85 price target for discoverIE Group unchanged, citing broadly consistent assumptions for fair value, discount rate, revenue growth, profit margin and future P/E as the basis for maintaining their view. Valuation Changes Fair Value: £6.85 is unchanged, indicating no adjustment to the central valuation estimate.
    CWR
    UK£7.83
    Ceres Power Holdings
    7D
    20.4%
    1Y
    1,038.9%
    XPP
    UK£19.16
    XP Power
    7D
    10.5%
    1Y
    151.4%
    IES
    UK£0.32
    Invinity Energy Systems
    7D
    41.5%
    1Y
    109.0%
    Narrative Update • May 22

    Invinity Selected to Design World’s Largest GWh-Scale Vanadium Flow Battery System

    Invinity Energy Systems plc (AIM: IES), a leading global manufacturer of utility-grade energy storage, is delighted to note FlexBase Group's announcement that, following an in-depth competitive selection process that reviewed proposals from flow battery manufacturers from across the world, it has selected Invinity to design a GWh-scale vanadium flow battery ("VFB") for deployment at the Technology Centre Laufenburg. Situated in the Swiss municipality of Laufenburg, which is located on the Switzerland-Germany border, the project will feature an AI datacentre and technology campus, integrated with a VFB of up to 1.5 GWh capacity - believed to be the world's largest to date.
    PHE
    UK£0.0024
    PowerHouse Energy Group
    7D
    -4.0%
    1Y
    -52.0%
    ROSE
    UK£3.56
    Rosebank Industries
    7D
    3.5%
    1Y
    -43.0%
    ITM
    UK£1.80
    ITM Power
    7D
    14.9%
    1Y
    266.6%
    Narrative Update • May 11

    ITM: Recent Contract Wins And Funding Support Will Drive Repricing

    Analysts have raised their price targets for ITM Power by £0.26, reflecting updated views on fair value, risk, and earnings potential following recent research updates. Analyst Commentary Recent research updates on ITM Power show a cluster of bullish analysts revisiting their models, with both rating and price target changes pointing to a more constructive stance on the stock.
    GELN
    UK£0.17
    Gelion
    7D
    -4.4%
    1Y
    11.0%