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U.S. Electrical Industry Analysis

UpdatedApr 19, 2026
DataAggregated Company Financials
Companies130
  • 7D3.3%
  • 3M25.5%
  • 1Y124.3%
  • YTD33.0%

In the last week, the Electrical industry is up 3.3%, with Bloom Energy up 25%. Meanwhile, Nextpower actually underperformed within the industry, shrinking 5.6% in the last week. This means that the industry has gained 124% over the past year. Earnings are forecast to grow by 20% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 19 Apr 2026US$970.1bUS$167.5bUS$14.9b35.7x65.3x5.8x
Tue, 17 Mar 2026US$825.5bUS$166.9bUS$15.0b31.4x55x4.9x
Thu, 12 Feb 2026US$843.2bUS$166.0bUS$11.1b37.2x75.8x5.1x
Sat, 10 Jan 2026US$706.6bUS$162.0bUS$7.4b31.4x94.9x4.4x
Mon, 08 Dec 2025US$716.3bUS$161.8bUS$7.4b31.3x96.5x4.4x
Wed, 05 Nov 2025US$737.1bUS$160.7bUS$8.0b30.3x92x4.6x
Fri, 03 Oct 2025US$690.5bUS$157.3bUS$7.3b29.1x94.3x4.4x
Sun, 31 Aug 2025US$649.2bUS$157.1bUS$7.4b30.2x87.8x4.1x
Tue, 29 Jul 2025US$688.2bUS$154.5bUS$6.7b28.2x103x4.5x
Thu, 26 Jun 2025US$592.2bUS$153.4bUS$7.4b26.7x79.7x3.9x
Sat, 24 May 2025US$539.5bUS$153.4bUS$7.4b26.1x73.3x3.5x
Mon, 21 Apr 2025US$428.1bUS$151.6bUS$6.6b21.6x65.1x2.8x
Wed, 19 Mar 2025US$478.1bUS$151.5bUS$6.4b23.3x74.6x3.2x
Fri, 14 Feb 2025US$528.9bUS$151.4bUS$9.8b26x53.8x3.5x
Sun, 12 Jan 2025US$542.4bUS$147.3bUS$8.8b22.3x61.7x3.7x
Tue, 10 Dec 2024US$574.6bUS$151.1bUS$9.3b23.7x61.9x3.8x
Thu, 07 Nov 2024US$526.4bUS$152.8bUS$8.0b22x65.6x3.4x
Sat, 05 Oct 2024US$486.9bUS$151.2bUS$7.4b19.9x65.4x3.2x
Mon, 02 Sep 2024US$453.9bUS$151.3bUS$7.3b18.8x62.3x3x
Wed, 31 Jul 2024US$463.0bUS$157.3bUS$7.4b19.8x62.7x2.9x
Fri, 28 Jun 2024US$470.3bUS$159.6bUS$6.2b19.6x75.7x2.9x
Sun, 26 May 2024US$507.1bUS$159.6bUS$6.2b21.9x82x3.2x
Tue, 23 Apr 2024US$450.8bUS$159.1bUS$7.5b20.1x60.2x2.8x
Thu, 21 Mar 2024US$437.5bUS$126.0bUS$7.9b21.4x55.1x3.5x
Sat, 17 Feb 2024US$418.1bUS$129.3bUS$9.4b19.7x44.4x3.2x
Mon, 15 Jan 2024US$391.5bUS$139.2bUS$7.9b19.3x49.3x2.8x
Wed, 13 Dec 2023US$382.2bUS$139.3bUS$7.9b19.2x48.2x2.7x
Fri, 10 Nov 2023US$350.8bUS$140.2bUS$8.8b16.9x40x2.5x
Sun, 08 Oct 2023US$370.4bUS$144.1bUS$11.5b18.7x32.3x2.6x
Tue, 05 Sep 2023US$406.8bUS$144.0bUS$11.6b20.7x35x2.8x
Thu, 03 Aug 2023US$397.0bUS$144.2bUS$12.2b24.7x32.6x2.8x
Sat, 01 Jul 2023US$363.4bUS$131.0bUS$7.6b26.2x47.8x2.8x
Mon, 29 May 2023US$322.5bUS$131.0bUS$7.8b22.9x41.4x2.5x
Wed, 26 Apr 2023US$307.0bUS$128.2bUS$7.7b19x39.7x2.4x
Price to Earnings Ratio

39.7x


Total Market Cap: US$307.0bTotal Earnings: US$7.7bTotal Revenue: US$128.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Industry Price to Earnings3Y Average 63.7x202420252026
Current Industry PE
  • Investors are relatively neutral on the American 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 PE ratio of 63.7x.
  • The 3-year average PS ratio of 3.4x is lower than the industry's current PS ratio of 5.8x.
Past Earnings Growth
  • The earnings for companies in the Electrical industry have grown 24% per year over the last three years.
  • Revenues for these companies have grown 9.3% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

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

US Market4.94%
Industrials1.94%
Electrical3.30%
Heavy Electrical Equipment5.10%
Electrical Components2.32%
Industry PE
  • Investors are most optimistic about the Heavy Electrical Equipment industry which is trading above its 3-year average PE ratio of 75.6x.
    • Analysts are expecting annual earnings growth of 25.8%, which is lower than the prior year's growth of 284.9% per year.
  • Investors are most pessimistic about the Electrical Components industry, which is trading close to its 3-year average of 53.6x.
Forecasted Growth
  • Analysts are most optimistic on the Heavy Electrical Equipment industry, expecting annual earnings growth of 26% over the next 5 years.
  • 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
BE Bloom EnergyUS$207.8624.7%
+US$11.5b		1,122.7%PS28.8x
VRT Vertiv Holdings CoUS$307.344.1%
+US$4.7b		319.8%PE88.2x
GEV GE VernovaUS$1.00k1.2%
+US$3.1b		209.9%PE55.2x
ROK Rockwell AutomationUS$415.735.0%
+US$2.2b		79.0%PE47.3x
EMR Emerson ElectricUS$146.351.8%
+US$1.4b		47.0%PE35.7x

Latest News

FLNC
US$13.54
Fluence Energy
7D
-1.8%
1Y
266.8%
VRT
US$307.34
Vertiv Holdings Co
7D
4.1%
1Y
319.8%

VRT: AI Manufacturing Expansion And Index Inclusion Will Support Future Upside

Analysts have increased their Vertiv Holdings Co. price target from $325.00 to $370.00, citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E that they view as better aligned with the company’s current outlook. What's in the News Plans for a roughly US$50 million investment to expand manufacturing in Ironton, Ohio and headquarters facilities in Westerville, Ohio, with the projects expected to add hundreds of jobs through 2029 and lift liquid cooling and chilled water system capacity at Ironton by about 45% (Key Developments).
BE
US$207.86
Bloom Energy
7D
24.7%
1Y
1,122.7%

BE: Oracle AI Power Deal Will Keep Premium P/E Misaligned

Analysts now see Bloom Energy's fair value at $66.98 compared with $64.79 previously, reflecting updated views on discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News Bloom Energy expanded its partnership with Oracle under a master services agreement, with Oracle intending to procure up to 2.8 gigawatts of Bloom fuel cell systems to support AI and cloud computing projects in the U.S., including an initial 1.2 gigawatts already contracted with deployment underway and extending into next year (Key Developments).
HUBB
US$535.57
Hubbell
7D
-0.08%
1Y
58.0%
ROK
US$415.73
Rockwell Automation
7D
5.0%
1Y
79.0%
SMR
US$12.65
NuScale Power
7D
37.4%
1Y
-13.4%
RUN
US$12.40
Sunrun
7D
-6.6%
1Y
81.0%
NXT
US$111.39
Nextpower
7D
-5.6%
1Y
176.4%

NextPower: An Interesting Company With A Fair Bit Of Risk

Apr 16
EMR
US$146.35
Emerson Electric
7D
1.8%
1Y
47.0%
ADSE
US$11.61
ADS-TEC Energy
7D
-1.7%
1Y
-8.6%
VICR
US$218.05
Vicor
7D
17.5%
1Y
366.3%
RAYA
US$4.66
Erayak Power Solution Group
7D
-51.0%
1Y
-99.9%
RRX
US$205.40
Regal Rexnord
7D
-1.4%
1Y
108.8%
GEV
US$1,002.75
GE Vernova
7D
1.2%
1Y
209.9%
ETN
US$406.21
Eaton
7D
0.8%
1Y
51.4%

ETN: AI Data Center Hopes Will Be Tested By Boyd Execution Risks

Analysts have trimmed the Eaton price target by about $6 to reflect a lower assumed future P/E multiple of roughly 26x, while also factoring in updated views on revenue growth, margins and recent research that highlights both upside potential from data center exposure and mixed sentiment around the stock. Analyst Commentary Recent research on Eaton shows a split view, with some firms lifting price targets or initiating coverage positively, while others are dialing back expectations and highlighting risks around execution, valuation and future growth assumptions.
TURB
US$1.62
Turbo Energy
7D
-24.7%
1Y
-34.6%