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U.S. Electrical Industry Analysis
UpdatedJul 11, 2025
DataAggregated Company Financials
Companies131
- 7D0.3%
- 3M44.3%
- 1Y32.2%
- YTD17.4%
The Electrical is pretty flat in the last 7 days, but GE Vernova has stood out, gaining 4.3%. As for the the longer term, the industry is up 32% over the past 12 months. Looking forward, earnings are forecast to grow by 18% annually.
Industry Valuation and Performance
Has the U.S. Electrical Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 11 Jul 2025 | US$625.3b | US$153.6b | US$7.4b | 28x | 84.3x | 4.1x |
| Sun, 08 Jun 2025 | US$567.5b | US$153.4b | US$7.4b | 26.4x | 76.6x | 3.7x |
| Tue, 06 May 2025 | US$485.3b | US$153.5b | US$7.4b | 22.1x | 65.2x | 3.2x |
| Thu, 03 Apr 2025 | US$449.4b | US$151.5b | US$6.6b | 23x | 68.1x | 3x |
| Sat, 01 Mar 2025 | US$489.0b | US$151.6b | US$7.3b | 23.9x | 66.9x | 3.2x |
| Mon, 27 Jan 2025 | US$589.9b | US$151.7b | US$9.5b | 24x | 62.1x | 3.9x |
| Wed, 25 Dec 2024 | US$542.3b | US$151.1b | US$9.3b | 23x | 58.5x | 3.6x |
| Fri, 22 Nov 2024 | US$565.6b | US$150.6b | US$9.2b | 23x | 61.2x | 3.8x |
| Sun, 20 Oct 2024 | US$513.1b | US$151.2b | US$7.5b | 19.5x | 68.3x | 3.4x |
| Tue, 17 Sep 2024 | US$454.1b | US$151.2b | US$7.4b | 18.1x | 61.5x | 3x |
| Thu, 15 Aug 2024 | US$433.5b | US$151.3b | US$7.2b | 18.2x | 60.1x | 2.9x |
| Sat, 13 Jul 2024 | US$484.4b | US$157.0b | US$5.8b | 19.7x | 82.9x | 3.1x |
| Mon, 10 Jun 2024 | US$471.4b | US$159.6b | US$6.2b | 19.7x | 76.1x | 3x |
| Wed, 08 May 2024 | US$479.0b | US$160.6b | US$7.7b | 21.4x | 62.5x | 3x |
| Fri, 05 Apr 2024 | US$454.5b | US$125.8b | US$7.9b | 22.3x | 57.7x | 3.6x |
| Sun, 03 Mar 2024 | US$431.9b | US$126.0b | US$7.9b | 20.4x | 54.8x | 3.4x |
| Tue, 30 Jan 2024 | US$396.5b | US$139.2b | US$8.0b | 19.8x | 49.8x | 2.8x |
| Thu, 28 Dec 2023 | US$407.2b | US$139.3b | US$7.9b | 20.7x | 51.4x | 2.9x |
| Sat, 25 Nov 2023 | US$366.1b | US$139.0b | US$7.9b | 18.8x | 46.1x | 2.6x |
| Mon, 23 Oct 2023 | US$343.0b | US$144.1b | US$11.5b | 17.2x | 29.9x | 2.4x |
| Wed, 20 Sep 2023 | US$388.4b | US$144.2b | US$11.6b | 20x | 33.6x | 2.7x |
| Fri, 18 Aug 2023 | US$387.7b | US$144.7b | US$11.9b | 18.9x | 32.6x | 2.7x |
| Sun, 16 Jul 2023 | US$367.5b | US$130.9b | US$7.8b | 26x | 47.2x | 2.8x |
| Tue, 13 Jun 2023 | US$342.5b | US$131.1b | US$7.7b | 25.1x | 44.7x | 2.6x |
| Thu, 11 May 2023 | US$309.4b | US$130.4b | US$7.7b | 20.6x | 40.2x | 2.4x |
| Sat, 08 Apr 2023 | US$300.4b | US$128.1b | US$7.9b | 17.6x | 38x | 2.3x |
| Mon, 06 Mar 2023 | US$327.1b | US$116.6b | US$9.2b | 22x | 35.5x | 2.8x |
| Wed, 01 Feb 2023 | US$312.9b | US$114.2b | US$8.9b | 21.1x | 35.2x | 2.7x |
| Fri, 30 Dec 2022 | US$294.4b | US$113.8b | US$8.8b | 19.1x | 33.6x | 2.6x |
| Sun, 27 Nov 2022 | US$314.6b | US$113.4b | US$8.7b | 18.8x | 36.2x | 2.8x |
| Tue, 25 Oct 2022 | US$271.8b | US$108.4b | US$8.5b | 19.1x | 32.1x | 2.5x |
| Thu, 22 Sep 2022 | US$286.2b | US$107.9b | US$8.4b | 19.5x | 34x | 2.7x |
| Sat, 20 Aug 2022 | US$306.0b | US$106.1b | US$8.6b | 22.4x | 35.8x | 2.9x |
| Mon, 18 Jul 2022 | US$255.8b | US$105.1b | US$7.5b | 17.5x | 33.9x | 2.4x |
Price to Earnings Ratio
33.9x
Current Industry PE
- Investors are optimistic on the American Electrical industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 84.3x which is higher than its 3-year average PE of 51.0x.
- The 3-year average PS ratio of 3.0x is lower than the industry's current PS ratio of 4.1x.
Past Earnings Growth
- The earnings for companies in the Electrical industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 13% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.
Industry Trends
Which industries have driven the changes within the U.S. Industrials industry?
| US Market | -0.11% | |
| Industrials | 0.62% | |
| Electrical | 0.33% | |
| Heavy Electrical Equipment | 3.94% | |
| Electrical Components | -0.93% | |
Industry PE
- Investors are most optimistic about the Heavy Electrical Equipment industry which is trading above its 3-year average PE ratio of 15.7x.
- Analysts are expecting annual earnings growth of 25.7%, which is lower than the prior year's growth of 56.4% per year.
- Investors are most pessimistic about the Electrical Components industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 43.8x.
Forecasted Growth
- Analysts are most optimistic on the Heavy Electrical Equipment industry, expecting annual earnings growth of 26% over the next 5 years.
- However this is lower than its past earnings growth rate of 56% per year.
- In contrast, the Electrical Components industry is expected to see its earnings grow by 15% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| GEV GE Vernova | US$539.16 | 4.3% +US$6.0b | 198.8% | PE76x | |
| ENVX Enovix | US$14.07 | 23.5% +US$514.6m | -22.4% | PS118x | |
| BE Bloom Energy | US$25.40 | 4.8% +US$269.4m | 81.8% | PE1315.8x | |
| HUBB Hubbell | US$419.24 | 1.1% +US$234.8m | 10.2% | PE28x | |
| SMR NuScale Power | US$37.48 | 4.5% +US$213.4m | 144.3% | PS101.9x |
