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U.K. (FTSE) Electrical Industry Analysis

UpdatedJul 05, 2026
DataAggregated Company Financials
Companies16
  • 7D5.0%
  • 3M22.1%
  • 1Y26.9%
  • YTD25.3%

The Electrical industry is up 5.0% in the last week, with Ceres Power Holdings up 17%. During this same period, the Invinity Energy Systems underperformed, falling 5.1%. This takes the industry's 12 month performance to a gain of 27%. Earnings are forecast to grow by 43% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 05 Jul 2026UK£8.7bUK£2.6b-UK£61,799,043.0021.6x-140.7x3.3x
Tue, 02 Jun 2026UK£10.3bUK£2.5b-UK£90,592,114.0028.4x-114.2x4.1x
Thu, 30 Apr 2026UK£9.1bUK£2.5b-UK£90,599,612.0022x-100.2x3.6x
Sat, 28 Mar 2026UK£6.8bUK£2.6b-UK£90,713,466.0019x-74.9x2.7x
Mon, 23 Feb 2026UK£5.4bUK£2.2b-UK£63,521,848.0021.2x-84.5x2.4x
Wed, 21 Jan 2026UK£3.7bUK£2.2b-UK£61,844,258.0017.7x-59x1.7x
Fri, 19 Dec 2025UK£3.4bUK£2.2b-UK£61,547,835.0017.6x-56x1.6x
Sun, 16 Nov 2025UK£3.8bUK£2.2b-UK£70,500,373.0021.6x-54.2x1.8x
Tue, 14 Oct 2025UK£3.5bUK£2.2b-UK£87,919,749.0016.2x-39.5x1.6x
Thu, 11 Sep 2025UK£3.1bUK£2.2b-UK£76,669,620.0014.4x-39.9x1.4x
Sat, 09 Aug 2025UK£3.3bUK£2.2b-UK£71,944,875.0015.1x-45.4x1.5x
Mon, 07 Jul 2025UK£3.6bUK£2.3b-UK£149,755,747.0015.9x-23.9x1.6x
Wed, 04 Jun 2025UK£3.0bUK£2.3b-UK£127,352,662.0014.7x-23.4x1.3x
Fri, 02 May 2025UK£2.4bUK£2.3b-UK£125,457,867.0014.3x-19.5x1.1x
Sun, 30 Mar 2025UK£2.4bUK£2.3b-UK£126,472,007.0014.1x-19x1x
Tue, 25 Feb 2025UK£2.7bUK£2.3b-UK£142,910,857.0015x-18.9x1.2x
Thu, 23 Jan 2025UK£3.0bUK£2.3b-UK£132,883,954.0014.9x-22.5x1.3x
Sat, 21 Dec 2024UK£3.0bUK£2.3b-UK£131,967,109.0014.7x-22.8x1.3x
Mon, 18 Nov 2024UK£3.2bUK£2.3b-UK£120,321,149.0016.5x-27x1.4x
Wed, 16 Oct 2024UK£3.4bUK£2.2b-UK£124,024,583.0016.9x-27.4x1.5x
Fri, 13 Sep 2024UK£3.4bUK£2.2b-UK£132,545,801.0017.5x-25.3x1.5x
Sun, 11 Aug 2024UK£3.6bUK£2.2b-UK£169,504,915.0018.2x-20.9x1.6x
Tue, 09 Jul 2024UK£3.8bUK£2.2b-UK£167,606,402.0018.9x-22.4x1.7x
Thu, 06 Jun 2024UK£4.0bUK£2.1b-UK£178,654,935.0018.2x-22.2x1.9x
Sat, 04 May 2024UK£3.6bUK£2.1b-UK£222,554,917.0018.4x-16.1x1.7x
Mon, 01 Apr 2024UK£3.4bUK£2.1b-UK£184,673,478.0017x-18.4x1.6x
Wed, 28 Feb 2024UK£3.3bUK£2.1b-UK£155,446,606.0016.2x-21.4x1.6x
Fri, 26 Jan 2024UK£3.7bUK£2.2b-UK£188,827,799.0018.5x-19.8x1.7x
Sun, 24 Dec 2023UK£3.7bUK£2.2b-UK£194,151,299.0018.2x-19.1x1.7x
Tue, 21 Nov 2023UK£3.6bUK£2.2b-UK£193,597,169.0017x-18.6x1.7x
Thu, 19 Oct 2023UK£3.5bUK£2.2b-UK£192,736,691.0016.1x-18.2x1.6x
Sat, 16 Sep 2023UK£4.3bUK£2.1b-UK£194,314,041.0020.7x-22.4x2.1x
Mon, 14 Aug 2023UK£4.3bUK£2.1b-UK£183,104,907.0019.9x-23.6x2.1x
Wed, 12 Jul 2023UK£4.1bUK£2.1b-UK£268,106,882.0020.3x-15.1x2x
Price to Earnings Ratio

-15.1x


Total Market Cap: UK£4.1bTotal Earnings: -UK£268,106,882.00Total Revenue: UK£2.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Electrical Industry Price to Earnings3Y Average -35.4x202420252026
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 3.3x.
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 Market1.61%
Industrials4.22%
Electrical4.95%
Heavy Electrical Equipment9.40%
Electrical Components4.38%
Industry PE
    Forecasted Growth
    • Analysts are most optimistic on the Electrical Components industry, expecting annual earnings growth of 44% 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 37% 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£5.2716.8%
    +UK£148.4m    		405.8%PS31.6x
    		ITM ITM PowerUK£1.2612.6%
    +UK£96.8m    		33.5%PS30.4x
    		ROSE Rosebank IndustriesUK£3.322.8%
    +UK£89.0m    		2.5%PS9.8x
    		LUCE LucecoUK£2.796.9%
    +UK£26.8m    		86.0%PE20.5x
    		DSCV discoverIE GroupUK£6.832.9%
    +UK£18.3m    		-2.4%PE22.6x

    Latest News

    IKA
    UK£0.28
    Ilika
    7D
    -2.8%
    1Y
    -30.4%
    ITM
    UK£1.26
    ITM Power
    7D
    12.6%
    1Y
    33.5%
    IES
    UK£0.28
    Invinity Energy Systems
    7D
    -5.1%
    1Y
    16.7%
    Narrative Update • Jul 02

    IES: Laufenburg Energy Hub Will Drive Future Upside Potential

    Analysts have lifted their price target for Invinity Energy Systems from £0.35 to £0.50, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E that they describe as better reflecting the company’s current risk and return profile. What’s in the News for Invinity Energy Systems Invinity Energy Systems has been selected by FlexBase Group to design a GWh scale vanadium flow battery for the Technology Centre Laufenburg on the Switzerland Germany border, with an initial capacity of up to 1.5 GWh and potential expansion to 2.1 GWh. The project is intended to support on site renewable integration and grid stabilisation.
    DSCV
    UK£6.83
    discoverIE Group
    7D
    2.9%
    1Y
    -2.4%
    ROSE
    UK£3.32
    Rosebank Industries
    7D
    2.8%
    1Y
    2.5%
    PHE
    UK£0.0021
    PowerHouse Energy Group
    7D
    -6.7%
    1Y
    -61.5%
    AMP
    UK£0.028
    AMPEAK ENERGY
    7D
    -3.5%
    1Y
    27.9%
    DIA
    UK£4.40
    Dialight
    7D
    5.5%
    1Y
    122.2%
    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£19.30
    XP Power
    7D
    2.3%
    1Y
    114.4%
    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£5.27
    Ceres Power Holdings
    7D
    16.8%
    1Y
    405.8%
    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£2.79
    Luceco
    7D
    6.9%
    1Y
    86.0%
    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.
    TFW
    UK£2.64
    FW Thorpe
    7D
    3.1%
    1Y
    -22.1%