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U.K. (FTSE) Electrical Industry Analysis

UpdatedMay 03, 2026
DataAggregated Company Financials
Companies17
  • 7D6.1%
  • 3M28.4%
  • 1Y12.7%
  • YTD35.3%

In the last week, the Electrical industry is up 6.1%, with Ceres Power Holdings up 26%. In the last 12 months, the industry was up 13%. 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
Sun, 03 May 2026UK£9.3bUK£2.5b-UK£90,685,839.0021.9x-102.6x3.7x
Tue, 31 Mar 2026UK£6.7bUK£2.6b-UK£90,632,373.5018.9x-73.4x2.6x
Thu, 26 Feb 2026UK£5.3bUK£2.2b-UK£63,736,610.0021.2x-83.7x2.4x
Sat, 24 Jan 2026UK£5.3bUK£2.2b-UK£78,441,425.0020.3x-68.1x2.4x
Mon, 22 Dec 2025UK£3.4bUK£2.2b-UK£61,504,111.0017.8x-55.9x1.6x
Wed, 19 Nov 2025UK£3.7bUK£2.2b-UK£70,442,518.0020.5x-52.5x1.7x
Fri, 17 Oct 2025UK£3.6bUK£2.2b-UK£88,116,847.0016.6x-40.4x1.7x
Sun, 14 Sep 2025UK£3.0bUK£2.2b-UK£82,200,908.0015.7x-36.4x1.4x
Tue, 12 Aug 2025UK£3.2bUK£2.2b-UK£71,902,932.0015.1x-44.9x1.5x
Thu, 10 Jul 2025UK£3.5bUK£2.3b-UK£149,656,175.0015.7x-23.1x1.5x
Sat, 07 Jun 2025UK£3.0bUK£2.3b-UK£118,756,802.0014.8x-25.6x1.4x
Mon, 05 May 2025UK£2.5bUK£2.3b-UK£125,459,082.0014.3x-19.7x1.1x
Wed, 02 Apr 2025UK£2.3bUK£2.3b-UK£126,465,437.0013.4x-18.5x1x
Fri, 28 Feb 2025UK£2.6bUK£2.3b-UK£142,907,482.0014.9x-18.5x1.1x
Sun, 26 Jan 2025UK£2.9bUK£2.3b-UK£134,260,699.0014.6x-21.8x1.3x
Tue, 24 Dec 2024UK£3.0bUK£2.3b-UK£131,950,729.0014.6x-23.1x1.3x
Thu, 21 Nov 2024UK£3.1bUK£2.3b-UK£120,364,899.0016.1x-26.1x1.4x
Sat, 19 Oct 2024UK£3.4bUK£2.2b-UK£124,005,963.0016.8x-27.5x1.6x
Mon, 16 Sep 2024UK£3.4bUK£2.2b-UK£132,750,057.0017.4x-25.7x1.6x
Wed, 14 Aug 2024UK£3.6bUK£2.2b-UK£169,590,833.0017.9x-21.4x1.7x
Fri, 12 Jul 2024UK£3.9bUK£2.2b-UK£167,846,918.0019.2x-23.3x1.7x
Sun, 09 Jun 2024UK£3.9bUK£2.1b-UK£185,101,143.0018.1x-21.1x1.8x
Tue, 07 May 2024UK£3.6bUK£2.1b-UK£222,615,437.0018.4x-16.1x1.7x
Thu, 04 Apr 2024UK£3.4bUK£2.1b-UK£184,741,830.0016.8x-18.2x1.6x
Sat, 02 Mar 2024UK£3.3bUK£2.1b-UK£155,392,494.0016.3x-21.5x1.6x
Mon, 29 Jan 2024UK£3.8bUK£2.2b-UK£188,819,255.0018.6x-20x1.7x
Wed, 27 Dec 2023UK£3.7bUK£2.2b-UK£194,131,098.0018.2x-19.1x1.7x
Fri, 24 Nov 2023UK£3.5bUK£2.2b-UK£193,669,194.0017.2x-18.3x1.6x
Sun, 22 Oct 2023UK£3.4bUK£2.2b-UK£192,769,382.0015.7x-17.5x1.6x
Tue, 19 Sep 2023UK£4.2bUK£2.1b-UK£196,452,953.0019.2x-21.5x2x
Thu, 17 Aug 2023UK£4.3bUK£2.1b-UK£183,214,571.0019.9x-23.3x2x
Sat, 15 Jul 2023UK£4.2bUK£2.1b-UK£267,922,075.0020.3x-15.7x2x
Mon, 12 Jun 2023UK£4.2bUK£2.1b-UK£234,533,610.0019.5x-17.7x2x
Wed, 10 May 2023UK£4.3bUK£2.0b-UK£238,508,835.0019.2x-17.9x2.1x
Price to Earnings Ratio

-17.9x


Total Market Cap: UK£4.3bTotal Earnings: -UK£238,508,835.00Total Revenue: UK£2.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Electrical Industry Price to Earnings3Y Average -30.1x202420252026
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 3.6x.
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 Market-0.16%
Industrials0.93%
Electrical6.13%
Electrical Components6.36%
Heavy Electrical Equipment4.46%
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£6.3726.0%
    +UK£256.2m    		947.7%PS38x
    		ROSE Rosebank IndustriesUK£3.772.7%
    +UK£98.8m    		-36.1%PS11.4x
    		XPP XP PowerUK£17.5021.5%
    +UK£86.5m    		153.3%PS2.1x
    		ITM ITM PowerUK£1.624.9%
    +UK£46.9m    		428.1%PS35.1x
    		VLX VolexUK£5.912.4%
    +UK£25.7m    		128.2%PE25.8x

    Latest News

    CWR
    UK£6.37
    Ceres Power Holdings
    7D
    26.0%
    1Y
    947.7%
    ITM
    UK£1.62
    ITM Power
    7D
    4.9%
    1Y
    428.1%
    VLX
    UK£5.91
    Volex
    7D
    2.4%
    1Y
    128.2%

    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?
    AFC
    UK£0.15
    AFC Energy
    7D
    8.7%
    1Y
    84.3%

    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).
    LUCE
    UK£2.18
    Luceco
    7D
    6.3%
    1Y
    52.4%

    LUCE: Energy Transition Outlook And 2026 Dividend Plans Will Support Steady Returns

    Analysts have kept their fair value view on Luceco broadly unchanged, with only minor tweaks to inputs such as the discount rate and future P/E. This has led to a small adjustment in the implied price target, which they attribute to fine tuning of their valuation assumptions rather than a shift in the core outlook.
    XPP
    UK£17.50
    XP Power
    7D
    21.5%
    1Y
    153.3%
    IKA
    UK£0.34
    Ilika
    7D
    -1.5%
    1Y
    -9.5%
    ROSE
    UK£3.77
    Rosebank Industries
    7D
    2.7%
    1Y
    -36.1%
    TFW
    UK£2.50
    FW Thorpe
    7D
    -3.8%
    1Y
    -16.7%
    ALK
    UK£3.40
    Alkemy Capital Investments
    7D
    14.3%
    1Y
    198.2%
    DIA
    UK£2.90
    Dialight
    7D
    -1.4%
    1Y
    172.3%