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U.K. (FTSE) Electrical Industry Analysis

UpdatedJun 30, 2026
DataAggregated Company Financials
Companies16
  • 7D-9.4%
  • 3M22.1%
  • 1Y23.1%
  • YTD20.2%

Over the last 7 days, the Electrical industry has dropped 9.4%, driven by a pullback from Ceres Power Holdings of 30%. On the other hand Dialight is actually up 14%. Over the past 12 months, the industry was up 23%. Earnings are forecast to grow by 41% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 01 Jul 2026UK£8.3bUK£2.6b-UK£64,148,426.0020.9x-130x3.2x
Fri, 29 May 2026UK£10.4bUK£2.5b-UK£90,563,426.0028.1x-115.2x4.1x
Sun, 26 Apr 2026UK£8.8bUK£2.5b-UK£90,649,816.0022.1x-96.7x3.5x
Tue, 24 Mar 2026UK£5.0bUK£2.5b-UK£84,650,514.0018.8x-58.6x2x
Thu, 19 Feb 2026UK£5.4bUK£2.2b-UK£63,678,740.0021.3x-84.4x2.4x
Sat, 17 Jan 2026UK£3.7bUK£2.2b-UK£61,531,760.0018.7x-60.6x1.7x
Mon, 15 Dec 2025UK£3.5bUK£2.2b-UK£61,476,462.0017.3x-57.3x1.6x
Wed, 12 Nov 2025UK£3.8bUK£2.2b-UK£86,456,508.0017x-44.3x1.8x
Fri, 10 Oct 2025UK£3.5bUK£2.2b-UK£87,853,936.0016.6x-39.5x1.6x
Sun, 07 Sep 2025UK£3.1bUK£2.2b-UK£76,317,106.0014.2x-40.6x1.4x
Tue, 05 Aug 2025UK£3.3bUK£2.3b-UK£152,338,764.0015.7x-21.6x1.4x
Thu, 03 Jul 2025UK£3.4bUK£2.3b-UK£149,727,785.0015.7x-22.8x1.5x
Sat, 31 May 2025UK£2.8bUK£2.3b-UK£127,342,312.0014.8x-22.2x1.3x
Mon, 28 Apr 2025UK£2.4bUK£2.3b-UK£125,469,747.0014x-19.3x1.1x
Wed, 26 Mar 2025UK£2.5bUK£2.3b-UK£122,772,547.0014x-20x1.1x
Fri, 21 Feb 2025UK£2.7bUK£2.3b-UK£142,911,622.0014.9x-18.9x1.2x
Sun, 19 Jan 2025UK£3.0bUK£2.3b-UK£133,206,204.0014.4x-22.5x1.3x
Tue, 17 Dec 2024UK£3.1bUK£2.3b-UK£131,996,044.0014.8x-23.3x1.3x
Thu, 14 Nov 2024UK£3.3bUK£2.2b-UK£123,733,845.0017x-26.7x1.5x
Sat, 12 Oct 2024UK£3.4bUK£2.2b-UK£124,022,455.0016.7x-27.5x1.6x
Mon, 09 Sep 2024UK£3.4bUK£2.2b-UK£134,156,973.0018x-25.6x1.6x
Wed, 07 Aug 2024UK£3.5bUK£2.2b-UK£163,949,720.0017.8x-21.5x1.6x
Fri, 05 Jul 2024UK£3.7bUK£2.2b-UK£167,490,074.0019.2x-21.9x1.6x
Sun, 02 Jun 2024UK£4.0bUK£2.1b-UK£222,991,373.0017.9x-17.9x1.9x
Tue, 30 Apr 2024UK£3.6bUK£2.1b-UK£222,584,109.0018.7x-16x1.7x
Thu, 28 Mar 2024UK£3.4bUK£2.1b-UK£185,534,774.0015.9x-18.2x1.6x
Sat, 24 Feb 2024UK£3.3bUK£2.1b-UK£155,422,398.0016.4x-21.4x1.6x
Mon, 22 Jan 2024UK£3.6bUK£2.2b-UK£190,056,855.0017.6x-19.1x1.7x
Wed, 20 Dec 2023UK£3.7bUK£2.2b-UK£194,757,722.0018x-19x1.7x
Fri, 17 Nov 2023UK£3.5bUK£2.2b-UK£193,336,473.0016.7x-18.3x1.6x
Sun, 15 Oct 2023UK£3.5bUK£2.2b-UK£192,717,023.0016.1x-18.4x1.6x
Tue, 12 Sep 2023UK£4.2bUK£2.1b-UK£194,597,401.0020.2x-21.8x2x
Thu, 10 Aug 2023UK£4.3bUK£2.1b-UK£183,138,763.0019.8x-23.6x2x
Sat, 08 Jul 2023UK£4.1bUK£2.1b-UK£267,970,354.0020.5x-15.2x1.9x
Price to Earnings Ratio

-15.2x


Total Market Cap: UK£4.1bTotal Earnings: -UK£267,970,354.00Total Revenue: UK£2.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Electrical Industry Price to Earnings3Y Average -35x202420252026
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 1.8x is lower than the industry's current PS ratio of 3.2x.
Past Earnings Growth
  • The earnings for companies in the Electrical industry have improved over the last three years.
  • Revenues for these companies have grown 8.0% 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 Market0.17%
Industrials0.027%
Electrical-9.40%
Electrical Components-8.70%
Heavy Electrical Equipment-14.43%
Industry PE
    Forecasted Growth
    • Analysts are most optimistic on the Electrical Components industry, expecting annual earnings growth of 41% over the next 5 years.
    • This is better than its past earnings growth rate of 28% per year.
    • In contrast, the Heavy Electrical Equipment industry is expected to see its earnings grow by 38% 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
    		ROSE Rosebank IndustriesUK£3.313.8%
    +UK£118.6m    		-2.2%PS9.8x
    		ITM ITM PowerUK£1.324.4%
    +UK£38.7m    		65.1%PS32x
    		DIA DialightUK£4.2521.4%
    +UK£30.0m    		116.8%PE563.6x
    		LUCE LucecoUK£2.723.8%
    +UK£14.9m    		80.6%PE20x
    		XPP XP PowerUK£19.421.1%
    +UK£6.1m    		108.8%PS2.4x

    Latest News

    ITM
    UK£1.32
    ITM Power
    7D
    4.4%
    1Y
    65.1%
    IES
    UK£0.29
    Invinity Energy Systems
    7D
    -23.5%
    1Y
    20.4%
    DSCV
    UK£6.76
    discoverIE Group
    7D
    -2.9%
    1Y
    3.8%
    Analysis Article • Jun 29

    Does discoverIE Group (LON:DSCV) Deserve A Spot On Your Watchlist?

    The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
    HPOW
    UK£0.12
    H-Power
    7D
    -5.4%
    1Y
    -24.4%
    VLX
    UK£5.63
    Volex
    7D
    -3.9%
    1Y
    53.6%
    DIA
    UK£4.25
    Dialight
    7D
    21.4%
    1Y
    116.8%
    Narrative Update • Jun 26

    DIA: Index Inclusion And Profitability Assumptions Will Shape Future Performance

    Analysts have revised their fair value price target for Dialight from £2.80 to £4.40, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E expectations. What’s in the News for Dialight Dialight plc has been added to the FTSE All-Share Index (GBP), according to a key index constituent update for the company.
    XPP
    UK£19.42
    XP Power
    7D
    1.1%
    1Y
    108.8%
    Narrative Update • Jun 26

    XPP: Index Inclusions And Revised Assumptions Will Shape Balanced Outlook

    Analysts have raised the XP Power price target from £13.10 to £17.60, citing adjusted assumptions for revenue growth, profit margins and future P/E, which feed into a higher fair value estimate and a slightly lower discount rate. What's in the News for XP Power XP Power Limited (LSE:XPP) has been added to the FTSE 350 (Ex Investment Companies) Index (GBP), according to index constituent changes.
    CWR
    UK£5.10
    Ceres Power Holdings
    7D
    -15.7%
    1Y
    501.5%
    Narrative Update • Jun 25

    CWR: Licensing Execution And Equity Raise Will Support Future Upside

    The updated analyst narrative on Ceres Power Holdings reflects a revised fair value of £10.00 per share, with the shift shaped by recent price target changes. These include Berenberg's move from £9.80 to £9.50 and Panmure Liberum's £5.90 target, alongside other mixed rating actions from analysts.
    LUCE
    UK£2.72
    Luceco
    7D
    3.8%
    1Y
    80.6%
    Narrative Update • Jun 23

    LUCE: Fair Value Outlook Will Rely On 2026 Dividend And Leadership Transition

    Analysts have increased their Luceco fair value estimate from £2.66 to £2.77, reflecting updated assumptions around discount rate, revenue growth, profit margin and a revised future P/E framework. What’s in the News for Luceco Luceco plans a leadership transition, with CEO John Hornby retiring from the Group on 31 December 2026 after 21 years and moving into an advisory role thereafter.
    ALK
    UK£2.25
    Alkemy Capital Investments
    7D
    -13.2%
    1Y
    33.2%
    ROSE
    UK£3.31
    Rosebank Industries
    7D
    3.8%
    1Y
    -2.2%
    IKA
    UK£0.29
    Ilika
    7D
    -6.5%
    1Y
    -27.5%
    TFW
    UK£2.53
    FW Thorpe
    7D
    -3.4%
    1Y
    -23.7%