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U.K. (FTSE) Electrical Industry Analysis

UpdatedMay 05, 2026
DataAggregated Company Financials
Companies17
  • 7D7.6%
  • 3M29.5%
  • 1Y12.5%
  • YTD35.3%

In the last week, the Electrical industry is up 6.1%, with Ceres Power Holdings up 24%. This takes the industry's 12 month performance to a gain of 13%. Looking forward, earnings are forecast to grow by 50% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 05 May 2026UK£9.3bUK£2.5b-UK£90,653,728.0021.8x-102.7x3.7x
Thu, 02 Apr 2026UK£7.0bUK£2.5b-UK£90,739,383.0020.4x-76.8x2.7x
Sat, 28 Feb 2026UK£5.3bUK£2.2b-UK£66,345,035.0020.9x-80.1x2.4x
Mon, 26 Jan 2026UK£5.3bUK£2.2b-UK£78,609,891.0020.4x-68x2.4x
Wed, 24 Dec 2025UK£3.5bUK£2.2b-UK£61,898,913.0018x-56x1.6x
Fri, 21 Nov 2025UK£3.8bUK£2.2b-UK£63,173,011.0017.5x-59.6x1.7x
Sun, 19 Oct 2025UK£3.4bUK£2.2b-UK£88,123,667.0016.1x-38.7x1.6x
Tue, 16 Sep 2025UK£3.0bUK£2.2b-UK£82,289,227.0015.8x-36.7x1.4x
Thu, 14 Aug 2025UK£3.2bUK£2.2b-UK£72,176,073.0014.7x-44.9x1.5x
Sat, 12 Jul 2025UK£3.5bUK£2.3b-UK£149,619,688.0015.8x-23.6x1.5x
Mon, 09 Jun 2025UK£3.0bUK£2.3b-UK£118,756,802.0014.8x-25.6x1.4x
Wed, 07 May 2025UK£2.5bUK£2.3b-UK£125,484,777.0014.3x-19.8x1.1x
Fri, 04 Apr 2025UK£2.3bUK£2.3b-UK£126,508,277.0013.4x-18.1x1x
Sun, 02 Mar 2025UK£2.6bUK£2.3b-UK£142,894,387.0014.4x-18.1x1.1x
Tue, 28 Jan 2025UK£2.9bUK£2.3b-UK£134,258,134.0015x-21.9x1.3x
Thu, 26 Dec 2024UK£3.1bUK£2.3b-UK£131,957,029.0014.7x-23.3x1.3x
Sat, 23 Nov 2024UK£3.1bUK£2.3b-UK£120,219,649.0015.3x-25.8x1.3x
Mon, 21 Oct 2024UK£3.4bUK£2.2b-UK£124,005,963.0016.8x-27.5x1.6x
Wed, 18 Sep 2024UK£3.4bUK£2.2b-UK£132,779,982.0017.6x-25.5x1.5x
Fri, 16 Aug 2024UK£3.7bUK£2.2b-UK£169,582,055.0018.2x-21.5x1.7x
Sun, 14 Jul 2024UK£3.9bUK£2.2b-UK£167,031,455.0019.2x-23.6x1.8x
Tue, 11 Jun 2024UK£3.9bUK£2.1b-UK£185,122,503.0018.5x-21.1x1.8x
Thu, 09 May 2024UK£3.6bUK£2.1b-UK£222,437,437.0018.2x-16.4x1.7x
Sat, 06 Apr 2024UK£3.4bUK£2.1b-UK£184,708,366.0017.1x-18.3x1.6x
Mon, 04 Mar 2024UK£3.3bUK£2.1b-UK£155,392,494.0016.3x-21.5x1.6x
Wed, 31 Jan 2024UK£3.7bUK£2.2b-UK£188,805,015.0017.7x-19.8x1.7x
Fri, 29 Dec 2023UK£3.8bUK£2.2b-UK£194,235,317.0018.6x-19.5x1.7x
Sun, 26 Nov 2023UK£3.5bUK£2.2b-UK£194,788,318.0017.2x-18.2x1.6x
Tue, 24 Oct 2023UK£3.4bUK£2.2b-UK£192,972,557.0015.7x-17.6x1.6x
Thu, 21 Sep 2023UK£4.4bUK£2.1b-UK£196,465,465.0020.6x-22.4x2.1x
Sat, 19 Aug 2023UK£4.2bUK£2.1b-UK£196,513,755.0019.7x-21.5x2x
Mon, 17 Jul 2023UK£4.2bUK£2.1b-UK£267,885,275.0020.3x-15.7x2x
Wed, 14 Jun 2023UK£4.2bUK£2.1b-UK£234,594,675.0019.8x-18x2.1x
Fri, 12 May 2023UK£4.2bUK£2.0b-UK£238,289,060.0018.9x-17.7x2.1x
Price to Earnings Ratio

-17.7x


Total Market Cap: UK£4.2bTotal Earnings: -UK£238,289,060.00Total Revenue: UK£2.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Electrical Industry Price to Earnings3Y Average -30.3x202420252026
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 3.7x.
Past Earnings Growth
  • The earnings for companies in the Electrical industry have improved over the last three years.
  • Revenues for these companies have grown 7.5% 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 Market0.37%
Industrials1.73%
Electrical7.63%
Heavy Electrical Equipment22.49%
Electrical Components5.91%
Industry PE
    Forecasted Growth
    • Analysts are most optimistic on the Electrical Components industry, expecting annual earnings growth of 53% 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 31% 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£6.3723.9%
    +UK£239.6m    		947.7%PS38x
    		ITM ITM PowerUK£1.6225.3%
    +UK£202.5m    		417.2%PS35.1x
    		ROSE Rosebank IndustriesUK£3.773.0%
    +UK£108.7m    		-36.1%PS11.3x
    		XPP XP PowerUK£17.5015.1%
    +UK£64.2m    		153.3%PS2.1x
    		AFC AFC EnergyUK£0.1516.7%
    +UK£24.8m    		47.8%PS1383.8x

    Latest News

    ALK
    UK£3.40
    Alkemy Capital Investments
    7D
    11.7%
    1Y
    200.9%
    ITM
    UK£1.62
    ITM Power
    7D
    25.3%
    1Y
    417.2%
    IES
    UK£0.17
    Invinity Energy Systems
    7D
    -0.8%
    1Y
    42.9%

    IES: Steady Fair Value And Margins Will Support Future Upside Potential

    Analysts have kept their price target for Invinity Energy Systems steady at £0.83, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E that broadly offset one another in their valuation work. Valuation Changes Fair Value: £0.83 is unchanged, so the headline valuation anchor remains the same.
    CWR
    UK£6.37
    Ceres Power Holdings
    7D
    23.9%
    1Y
    947.7%
    VLX
    UK£5.91
    Volex
    7D
    1.0%
    1Y
    130.4%

    Heavy Data Center Dependence And EV Uncertainty Will Challenge Long Term Earnings Quality

    Catalysts About Volex Volex supplies power and data connectivity assemblies to global customers across electric vehicles, data centers, medical, consumer electricals, complex industrials and Off Highway markets. What are the underlying business or industry changes driving this perspective?
    DSCV
    UK£6.54
    discoverIE Group
    7D
    1.7%
    1Y
    11.8%

    DSCV: Slightly Lower Discount Rate Will Support Fair Outlook At 30x P/E

    Analysts have lifted their price target on discoverIE Group to £29.94 from £29.14, citing slightly higher assumed revenue growth and a marginally lower discount rate. This has been partly offset by a modestly reduced profit margin outlook and a steady forward P/E of about 30x.
    AFC
    UK£0.15
    AFC Energy
    7D
    16.7%
    1Y
    47.8%

    AFC: Hydrogen Export Permit And Ammonia Engine Partnership Will Support Future Upside

    Analysts have left their £0.23 fair value estimate for AFC Energy unchanged, citing slightly adjusted assumptions around the discount rate, profit margin and future P/E that together support maintaining the existing price target level. What's in the News AFC Energy PLC plans to change its name to H-Power plc, signaling a rebranding of the business (Key Developments).
    XPP
    UK£17.50
    XP Power
    7D
    15.1%
    1Y
    153.3%
    IKA
    UK£0.34
    Ilika
    7D
    -1.5%
    1Y
    -9.5%
    ROSE
    UK£3.77
    Rosebank Industries
    7D
    3.0%
    1Y
    -36.1%
    TFW
    UK£2.50
    FW Thorpe
    7D
    -2.0%
    1Y
    -14.1%
    DIA
    UK£2.90
    Dialight
    7D
    -1.7%
    1Y
    172.3%