Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Electrical Industry Analysis

UpdatedOct 23, 2025
DataAggregated Company Financials
Companies131
  • 7D-0.5%
  • 3M3.2%
  • 1Y39.2%
  • YTD33.7%

Over the last 7 days, the Electrical industry has dropped 5.9%, driven by a pullback from Bloom Energy of 12%. This takes the industry's 12 month performance to a gain of 37%. As for the next few years, earnings are expected to grow by 21% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 24 Oct 2025US$703.8bUS$157.5bUS$7.3b29.8x95.9x4.5x
Sun, 21 Sep 2025US$688.0bUS$157.1bUS$7.3b29.9x93.8x4.4x
Tue, 19 Aug 2025US$649.5bUS$157.0bUS$7.4b32.3x87.5x4.1x
Thu, 17 Jul 2025US$631.1bUS$153.6bUS$7.4b27.5x85.1x4.1x
Sat, 14 Jun 2025US$574.7bUS$153.4bUS$7.4b25.5x77.3x3.7x
Mon, 12 May 2025US$501.4bUS$153.1bUS$7.4b22.5x67.4x3.3x
Wed, 09 Apr 2025US$401.2bUS$151.6bUS$6.6b19.7x60.9x2.6x
Fri, 07 Mar 2025US$474.7bUS$151.6bUS$6.5b24x72.7x3.1x
Sun, 02 Feb 2025US$544.8bUS$151.8bUS$9.6b24.2x56.7x3.6x
Tue, 31 Dec 2024US$533.5bUS$151.1bUS$9.3b22.8x57.5x3.5x
Thu, 28 Nov 2024US$578.3bUS$151.1bUS$9.2b24.3x62.9x3.8x
Sat, 26 Oct 2024US$512.8bUS$152.2bUS$7.7b18.7x66.9x3.4x
Mon, 23 Sep 2024US$479.3bUS$151.2bUS$7.4b19x64.8x3.2x
Wed, 21 Aug 2024US$440.8bUS$151.3bUS$7.2b18.2x61x2.9x
Fri, 19 Jul 2024US$476.5bUS$157.0bUS$5.8b20.8x81.5x3x
Sun, 16 Jun 2024US$474.1bUS$159.6bUS$6.2b19.4x76.3x3x
Tue, 14 May 2024US$485.3bUS$160.6bUS$7.7b20.3x63x3x
Thu, 11 Apr 2024US$487.2bUS$159.1bUS$7.4b21.5x65.6x3.1x
Sat, 09 Mar 2024US$431.9bUS$126.0bUS$7.9b21.5x54.9x3.4x
Mon, 05 Feb 2024US$409.5bUS$140.2bUS$8.1b19x50.6x2.9x
Wed, 03 Jan 2024US$399.5bUS$139.3bUS$7.9b20.4x50.5x2.9x
Fri, 01 Dec 2023US$365.1bUS$139.3bUS$8.0b18.4x45.7x2.6x
Sun, 29 Oct 2023US$339.5bUS$144.5bUS$11.5b16.4x29.5x2.3x
Tue, 26 Sep 2023US$381.5bUS$144.2bUS$11.6b20.4x32.9x2.6x
Thu, 24 Aug 2023US$391.2bUS$144.2bUS$11.6b20.1x33.7x2.7x
Sat, 22 Jul 2023US$371.6bUS$131.0bUS$7.8b25.9x47.7x2.8x
Mon, 19 Jun 2023US$349.5bUS$131.1bUS$7.6b24.5x46x2.7x
Wed, 17 May 2023US$307.1bUS$130.8bUS$7.8b20.1x39.4x2.3x
Fri, 14 Apr 2023US$309.3bUS$128.3bUS$7.9b18.4x39.4x2.4x
Sun, 12 Mar 2023US$306.5bUS$116.9bUS$9.3b20x33x2.6x
Tue, 07 Feb 2023US$315.4bUS$113.0bUS$8.9b21.9x35.6x2.8x
Thu, 05 Jan 2023US$295.4bUS$113.8bUS$8.8b19.4x33.7x2.6x
Sat, 03 Dec 2022US$312.8bUS$113.5bUS$8.7b19x36.1x2.8x
Mon, 31 Oct 2022US$288.6bUS$109.2bUS$8.6b20.2x33.7x2.6x
Price to Earnings Ratio

33.7x


Total Market Cap: US$288.6bTotal Earnings: US$8.6bTotal Revenue: US$109.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Industry Price to Earnings3Y Average 56.5x202320242025
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 95.9x which is higher than its 3-year average PE of 56.5x.
  • The 3-year average PS ratio of 3.1x is lower than the industry's current PS ratio of 4.5x.
Past Earnings Growth
  • The earnings for companies in the Electrical industry have declined 5.0% per year 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, which has decreased profits.

Industry Trends

Which industries have driven the changes within the U.S. Industrials industry?

US Market1.29%
Industrials1.57%
Electrical-0.47%
Electrical Components1.00%
Heavy Electrical Equipment-4.01%
Industry PE
  • Investors are most optimistic about the Heavy Electrical Equipment industry which is trading above its 3-year average PE ratio of 41.4x.
    • Analysts are expecting annual earnings growth of 35.6%, which is higher than its past year's earnings decline of 2.9% 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 47.7x.
Forecasted Growth
  • Analysts are most optimistic on the Heavy Electrical Equipment industry, expecting annual earnings growth of 36% over the next 5 years.
  • This is better than its past earnings decline of 2.9% per year.
  • In contrast, the Electrical Components industry is expected to see its earnings grow by 16% 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
EMR Emerson ElectricUS$133.193.3%
+US$2.4b		23.0%PE33.9x
VRT Vertiv Holdings CoUS$183.203.0%
+US$2.1b		66.5%PE67.7x
VICR VicorUS$92.9853.8%
+US$1.5b		100.3%PE50.8x
AME AMETEKUS$189.202.6%
+US$1.1b		13.6%PE30.4x
ROK Rockwell AutomationUS$357.162.6%
+US$1.0b		33.4%PE41.6x

Latest News

EOSE
US$14.36
Eos Energy Enterprises
7D
-7.1%
1Y
358.8%
VRT
US$183.20
Vertiv Holdings Co
7D
3.0%
1Y
66.5%
GEV
US$595.15
GE Vernova
7D
-1.1%
1Y
100.4%
ROK
US$357.16
Rockwell Automation
7D
2.6%
1Y
33.4%
RRX
US$147.40
Regal Rexnord
7D
2.5%
1Y
-12.3%
VICR
US$92.98
Vicor
7D
53.8%
1Y
100.3%

Analysts Boost Vicor Price Target After Strong Margins and Space Industry Advancements

Analysts have raised their price target for Vicor from $52.50 to $86.67, citing improved profit margins and stronger projected revenue growth as key drivers behind the more optimistic outlook. What's in the News The company completed a share repurchase of 747,124 shares for $33.82 million under the buyback announced July 31, 2024, with recent tranches finalized between April and September 2025 (Key Developments).
FLNC
US$16.03
Fluence Energy
7D
-18.1%
1Y
-22.7%

Analysts Raise Fluence Energy Price Target Amid Mixed Sentiment and Strong US Market Position

Fluence Energy’s analyst price target has increased sharply from $7.92 to $10.21. Analysts cite improved expectations for U.S. demand and an enhanced competitive position in clean energy markets.
PLUG
US$2.88
Plug Power
7D
-17.2%
1Y
35.2%

Analyst Optimism Drives Higher Price Target and Valuation for Plug Power Amid Leadership Transition

Plug Power's analyst price target has increased significantly from $2.50 to $4.40 per share. This change reflects analysts' optimism about improved sector conditions and a more favorable investment climate.
ETN
US$372.40
Eaton
7D
-0.8%
1Y
7.9%
SMR
US$37.56
NuScale Power
7D
-21.2%
1Y
104.2%

Analysts Weigh NuScale Power Valuation Amid SMR Milestones and Revised Price Targets

NuScale Power's analyst price target has decreased from approximately $41.69 to $40.84, as analysts cite ongoing valuation concerns and increased uncertainty around key contract milestones. This comes despite positive developments in the company's pipeline.
BE
US$101.42
Bloom Energy
7D
-11.9%
1Y
1,003.6%

Fuel Cell Technology Will Transform On-Site Power Markets

Analysts have raised their price target for Bloom Energy from $57.63 to $76.83. They cite expectations for stronger revenue growth and a higher projected future price-to-earnings multiple as key factors behind the upward revision.
AYI
US$370.34
Acuity
7D
2.6%
1Y
23.9%

Electronics Investments And QSC Acquisition Will Expand Global Reach

Acuity’s analyst price target has increased from $385.50 to $399.25 as analysts cite strong margin performance, improved pricing power, and disciplined cost management as key drivers for this upward revision. Analyst Commentary Recent analyst commentary on Acuity highlights both positive momentum and areas of caution as the company continues to navigate changing market conditions.
NXT
US$90.38
Nextracker
7D
3.2%
1Y
188.8%

Global R&D Expansion And Strong Solar Demand Will Strengthen Position, But Profit Margins May Decline

Nextracker's analyst price target has been raised from $73.08 to $78.38 per share. Analysts cite improved revenue growth and slightly higher profit margins as supporting factors for an increased valuation.
EMR
US$133.19
Emerson Electric
7D
3.3%
1Y
23.0%
NNE
US$42.49
NANO Nuclear Energy
7D
-12.2%
1Y
131.0%
AME
US$189.20
AMETEK
7D
2.6%
1Y
13.6%