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U.S. Electrical Industry Analysis

UpdatedNov 24, 2025
DataAggregated Company Financials
Companies128
  • 7D4.7%
  • 3M5.2%
  • 1Y19.1%
  • YTD29.2%

In the last week, the Electrical industry is up 4.7%, with GE Vernova up 6.1%. Meanwhile, NeoVolta actually underperformed within the industry, shrinking 7.9% in the last week. In the last 12 months, the industry was up 19%. Looking forward, earnings are forecast to grow by 23% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 28 Nov 2025US$653.5bUS$161.9bUS$7.4b30.6x88x4x
Sun, 26 Oct 2025US$714.2bUS$159.3bUS$8.1b30.7x87.8x4.5x
Tue, 23 Sep 2025US$694.4bUS$157.1bUS$7.3b30.3x94.6x4.4x
Thu, 21 Aug 2025US$643.2bUS$157.1bUS$7.4b30.2x87x4.1x
Sat, 19 Jul 2025US$651.4bUS$153.6bUS$7.4b28.1x87.8x4.2x
Mon, 16 Jun 2025US$563.9bUS$153.4bUS$7.4b25.5x75.8x3.7x
Wed, 14 May 2025US$527.0bUS$153.1bUS$7.4b24x70.8x3.4x
Fri, 11 Apr 2025US$442.6bUS$151.6bUS$6.6b21.2x67.3x2.9x
Sun, 09 Mar 2025US$466.4bUS$151.6bUS$6.5b25x71.5x3.1x
Tue, 04 Feb 2025US$544.8bUS$151.8bUS$9.6b23x56.7x3.6x
Thu, 02 Jan 2025US$526.1bUS$151.1bUS$9.3b22.9x56.7x3.5x
Sat, 30 Nov 2024US$574.7bUS$151.1bUS$9.2b24.2x62.5x3.8x
Mon, 28 Oct 2024US$510.9bUS$152.2bUS$7.7b18.7x66.7x3.4x
Wed, 25 Sep 2024US$481.5bUS$151.2bUS$7.4b20.1x65.1x3.2x
Fri, 23 Aug 2024US$441.4bUS$151.3bUS$7.2b18.3x61.1x2.9x
Sun, 21 Jul 2024US$469.0bUS$157.0bUS$5.8b20.7x80.2x3x
Tue, 18 Jun 2024US$474.1bUS$159.6bUS$6.2b19.9x76.3x3x
Thu, 16 May 2024US$491.2bUS$160.6bUS$7.7b20.7x63.8x3.1x
Sat, 13 Apr 2024US$488.3bUS$159.1bUS$7.4b21.2x65.7x3.1x
Mon, 11 Mar 2024US$432.1bUS$126.0bUS$7.9b21.5x55x3.4x
Wed, 07 Feb 2024US$392.9bUS$129.0bUS$9.9b19.3x39.7x3x
Fri, 05 Jan 2024US$389.0bUS$139.3bUS$7.9b19.7x49.1x2.8x
Sun, 03 Dec 2023US$377.4bUS$139.3bUS$8.0b18.9x47.2x2.7x
Tue, 31 Oct 2023US$341.2bUS$144.5bUS$11.5b16.7x29.7x2.4x
Thu, 28 Sep 2023US$376.8bUS$144.2bUS$11.6b20.3x32.5x2.6x
Sat, 26 Aug 2023US$393.5bUS$144.2bUS$11.6b19.8x33.9x2.7x
Mon, 24 Jul 2023US$371.6bUS$131.0bUS$7.8b25.9x47.7x2.8x
Wed, 21 Jun 2023US$350.0bUS$131.1bUS$7.6b24.8x46x2.7x
Fri, 19 May 2023US$316.2bUS$130.9bUS$7.8b22.6x40.7x2.4x
Sun, 16 Apr 2023US$309.9bUS$128.2bUS$7.9b18.2x39.4x2.4x
Tue, 14 Mar 2023US$304.1bUS$116.9bUS$9.3b20.1x32.8x2.6x
Thu, 09 Feb 2023US$313.7bUS$113.1bUS$8.9b21.1x35.1x2.8x
Sat, 07 Jan 2023US$299.7bUS$113.8bUS$8.8b19.8x34.2x2.6x
Mon, 05 Dec 2022US$313.2bUS$113.5bUS$8.7b19x36.2x2.8x
Price to Earnings Ratio

36.2x


Total Market Cap: US$313.2bTotal Earnings: US$8.7bTotal Revenue: US$113.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Industry Price to Earnings3Y Average 58.2x202320242025
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 88.0x which is higher than its 3-year average PE of 58.2x.
  • The 3-year average PS ratio of 3.2x is lower than the industry's current PS ratio of 4.0x.
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 Market3.54%
Industrials3.16%
Electrical4.66%
Heavy Electrical Equipment6.70%
Electrical Components3.88%
Industry PE
  • Investors are most optimistic about the Heavy Electrical Equipment industry which is trading above its 3-year average PE ratio of 48.8x.
    • Analysts are expecting annual earnings growth of 38.3%, which is lower than the prior year's growth of 50.1% 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 49.0x.
Forecasted Growth
  • Analysts are most optimistic on the Heavy Electrical Equipment industry, expecting annual earnings growth of 38% over the next 5 years.
  • However this is lower than its past earnings growth rate of 50% per year.
  • In contrast, the Electrical Components industry is expected to see its earnings grow by 17% 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
GEV GE VernovaUS$589.726.1%
+US$9.2b
76.5%PE93.9x
VRT Vertiv Holdings CoUS$172.027.6%
+US$4.7b
34.8%PE63.6x
ETN EatonUS$341.693.0%
+US$3.9b
-9.0%PE33.8x
BE Bloom EnergyUS$101.1412.4%
+US$2.6b
268.5%PE1566.6x
EMR Emerson ElectricUS$131.442.5%
+US$1.8b
-0.9%PE32.3x

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