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U.K. (FTSE) Electrical Industry Analysis

UpdatedDec 30, 2025
DataAggregated Company Financials
Companies16
  • 7D-0.6%
  • 3M5.3%
  • 1Y12.6%
  • YTD12.7%

Last week, the Electrical industry hasn't moved much but Luceco is up 3.4% in that time. As for the the longer term, the industry is up 13% over the past 12 months. As for the next few years, earnings are expected to grow by 35% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 31 Dec 2025UK£3.4bUK£2.2b-UK£61,927,205.0018x-55.6x1.6x
Fri, 28 Nov 2025UK£3.7bUK£2.2b-UK£63,794,149.0016.6x-58.4x1.7x
Sun, 26 Oct 2025UK£3.6bUK£2.2b-UK£87,883,603.0017.1x-41.1x1.7x
Tue, 23 Sep 2025UK£3.3bUK£2.2b-UK£82,786,979.0016.1x-39.3x1.5x
Thu, 21 Aug 2025UK£3.2bUK£2.2b-UK£76,725,377.0013.3x-41.3x1.4x
Sat, 19 Jul 2025UK£3.4bUK£2.3b-UK£152,601,675.0016x-22.4x1.5x
Mon, 16 Jun 2025UK£3.1bUK£2.2b-UK£136,895,630.0014.6x-22.7x1.4x
Wed, 14 May 2025UK£2.7bUK£2.3b-UK£125,466,372.0014.9x-21.5x1.2x
Fri, 11 Apr 2025UK£2.2bUK£2.3b-UK£126,478,442.0012.9x-17.5x1x
Sun, 09 Mar 2025UK£2.5bUK£2.3b-UK£137,482,787.0015.1x-18.3x1.1x
Tue, 04 Feb 2025UK£3.0bUK£2.3b-UK£142,838,047.0014.7x-20.9x1.3x
Thu, 02 Jan 2025UK£3.1bUK£2.3b-UK£133,310,424.0014.7x-23x1.3x
Sat, 30 Nov 2024UK£3.1bUK£2.3b-UK£130,658,429.0015.3x-23.4x1.3x
Mon, 28 Oct 2024UK£3.3bUK£2.2b-UK£123,940,261.0016.1x-26.7x1.5x
Wed, 25 Sep 2024UK£3.3bUK£2.2b-UK£133,562,372.0017.4x-24.7x1.5x
Fri, 23 Aug 2024UK£3.6bUK£2.2b-UK£134,119,600.0018.4x-27.1x1.7x
Sun, 21 Jul 2024UK£3.8bUK£2.2b-UK£166,856,570.0019.5x-22.7x1.7x
Tue, 18 Jun 2024UK£3.7bUK£2.1b-UK£185,061,983.0018.1x-20x1.7x
Thu, 16 May 2024UK£3.7bUK£2.1b-UK£222,854,669.0018.5x-16.5x1.7x
Sat, 13 Apr 2024UK£3.4bUK£2.1b-UK£184,282,590.0017x-18.4x1.6x
Mon, 11 Mar 2024UK£3.4bUK£2.1b-UK£188,217,558.0016.7x-17.8x1.6x
Wed, 07 Feb 2024UK£3.7bUK£2.2b-UK£155,115,703.0017x-23.7x1.7x
Fri, 05 Jan 2024UK£3.6bUK£2.2b-UK£193,705,087.0018x-18.8x1.7x
Sun, 03 Dec 2023UK£3.4bUK£2.2b-UK£195,009,575.0016.4x-17.2x1.5x
Tue, 31 Oct 2023UK£3.3bUK£2.2b-UK£192,799,988.0015.7x-17.4x1.5x
Thu, 28 Sep 2023UK£4.2bUK£2.1b-UK£197,580,025.0019.9x-21.2x2x
Sat, 26 Aug 2023UK£4.2bUK£2.1b-UK£196,127,355.0018.9x-21.2x2x
Mon, 24 Jul 2023UK£4.5bUK£2.1b-UK£267,364,923.0020.7x-17x2.2x
Wed, 21 Jun 2023UK£4.3bUK£2.0b-UK£232,121,400.0020.2x-18.7x2.1x
Fri, 19 May 2023UK£4.1bUK£2.0b-UK£238,140,380.0019.1x-17.4x2x
Sun, 16 Apr 2023UK£4.1bUK£2.0b-UK£224,664,788.0018.8x-18.3x2x
Tue, 14 Mar 2023UK£4.2bUK£2.0b-UK£213,132,618.0020x-19.8x2.1x
Thu, 09 Feb 2023UK£4.9bUK£2.0b-UK£213,375,546.0022.6x-23.1x2.5x
Sat, 07 Jan 2023UK£4.3bUK£2.0b-UK£173,166,136.0023.1x-24.9x2.2x
Price to Earnings Ratio

-24.9x


Total Market Cap: UK£4.3bTotal Earnings: -UK£173,166,136.00Total Revenue: UK£2.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Electrical Industry Price to Earnings3Y Average -24.3x20242025
Current Industry PE
  • Investors are relatively neutral on the British Electrical industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PS ratio of 1.7x.
Past Earnings Growth
  • The earnings for companies in the Electrical industry have improved over the last three years.
  • Revenues for these companies have grown 3.2% 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 Market0.13%
Industrials-0.72%
Electrical-0.65%
Electrical Components-0.43%
Heavy Electrical Equipment-1.90%
Industry PE
  • Investors are most optimistic about the Electrical Components industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 33.7%, which is higher than its past year's earnings growth of 17.9% per year.
Forecasted Growth
  • Analysts are most optimistic on the Heavy Electrical Equipment industry, expecting annual earnings growth of 42% over the next 5 years.
  • In contrast, the Electrical Components industry is expected to see its earnings grow by 34% 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
TFW FW ThorpeUK£2.791.3%
+UK£4.0m		-12.3%PE12.6x
XPP XP PowerUK£9.001.1%
+UK£2.8m		-31.1%PS1.1x
LUCE LucecoUK£1.321.4%
+UK£2.7m		2.8%PE14.1x
IES Invinity Energy SystemsUK£0.182.8%
+UK£2.2m		15.6%PS22.4x

Latest News

VLX
UK£4.14
Volex
7D
-0.1%
1Y
46.8%

VLX: Dividend Increase And New CEO Will Support Balanced Future Returns

Analysts have modestly raised their price target on Volex to reflect a slightly lower perceived risk profile and an incrementally higher future earnings multiple, resulting in a revised valuation of approximately $4.56 per share, up from about $4.56 previously. What's in the News Board declares an increased interim dividend of 1.6 pence per share for the half year ended September 30, 2025, up 6.7% from 1.5 pence a year earlier, reaffirming a progressive dividend policy (company announcement).
XPP
UK£9.00
XP Power
7D
1.1%
1Y
-31.1%
IES
UK£0.18
Invinity Energy Systems
7D
2.8%
1Y
15.6%

IES: Grid Storage Projects And Testing Will Support Long-Term Upside Potential

Analysts have lowered their price target on Invinity Energy Systems from £1.05 to £0.83 per share, citing higher perceived risk, moderating long term profit margin expectations, and a still elevated but somewhat less demanding future earnings multiple, even as they factor in stronger projected revenue growth. What's in the News The U.S. Department of Energy's Pacific Northwest National Laboratory has begun year-long real-world testing of an Invinity vanadium flow battery at its new Grid Storage Launchpad to assess how grid-scale batteries can support the U.S. grid (Key Developments).
CWR
UK£2.15
Ceres Power Holdings
7D
-7.6%
1Y
25.6%

CWR: AI Data Center Demand Will Drive Stronger Long Term Revenue Visibility

Analysts have significantly raised their price target for Ceres Power Holdings, nearly doubling fair value estimates to about £4.60 per share. They cite stronger long term revenue visibility from new licensing agreements, improved profit margin expectations, and accelerating adoption of solid oxide fuel cells in AI data centers.
ALK
UK£2.80
Alkemy Capital Investments
7D
-2.8%
1Y
119.6%
GELN
UK£0.18
Gelion
7D
-1.4%
1Y
7.4%
DSCV
UK£6.04
discoverIE Group
7D
-0.2%
1Y
-15.5%
AFC
UK£0.10
AFC Energy
7D
-1.2%
1Y
-3.0%
DIA
UK£3.44
Dialight
7D
-0.9%
1Y
212.7%
LUCE
UK£1.32
Luceco
7D
1.4%
1Y
2.8%
TFW
UK£2.79
FW Thorpe
7D
1.3%
1Y
-12.3%
PHE
UK£0.0042
PowerHouse Energy Group
7D
-1.2%
1Y
-61.8%