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U.S. Electrical Components Industry Analysis

UpdatedMar 12, 2026
DataAggregated Company Financials
Companies107
  • 7D0.3%
  • 3M8.9%
  • 1Y53.6%
  • YTDn/a

Over the last 7 days, the Electrical Components industry has remained flat, although notably Vertiv Holdings Co gained 6.8%. As for the the longer term, the industry is up 55% over the past 12 months. Earnings are forecast to grow by 16% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 12 Mar 2026US$567.0bUS$124.8bUS$11.3b33.4x50.2x4.5x
Sat, 07 Feb 2026US$546.3bUS$124.9bUS$7.4b36.5x73.6x4.4x
Mon, 05 Jan 2026US$499.2bUS$121.3bUS$6.8b32.4x73.4x4.1x
Wed, 03 Dec 2025US$492.0bUS$121.2bUS$6.8b31.7x72.8x4.1x
Fri, 31 Oct 2025US$527.6bUS$119.1bUS$6.6b31.4x79.5x4.4x
Sun, 28 Sep 2025US$469.5bUS$118.0bUS$6.6b29.3x71.5x4x
Tue, 26 Aug 2025US$457.9bUS$117.9bUS$6.6b30.7x69.2x3.9x
Thu, 24 Jul 2025US$465.0bUS$115.6bUS$5.9b28.7x78.3x4x
Sat, 21 Jun 2025US$422.6bUS$115.3bUS$5.9b27.6x71.5x3.7x
Mon, 19 May 2025US$410.5bUS$115.3bUS$5.8b22.1x70.7x3.6x
Wed, 16 Apr 2025US$335.5bUS$114.5bUS$5.4b20.7x62.6x2.9x
Fri, 14 Mar 2025US$365.7bUS$114.4bUS$5.2b22.9x70.1x3.2x
Sun, 09 Feb 2025US$412.8bUS$114.2bUS$8.5b26.8x48.8x3.6x
Tue, 07 Jan 2025US$414.5bUS$114.6bUS$8.2b22.3x50.3x3.6x
Thu, 05 Dec 2024US$463.7bUS$114.6bUS$8.2b24.6x56.4x4x
Sat, 02 Nov 2024US$415.4bUS$116.3bUS$7.1b19.7x58.4x3.6x
Mon, 30 Sep 2024US$408.7bUS$115.1bUS$6.7b20.4x61.1x3.6x
Wed, 28 Aug 2024US$384.5bUS$115.2bUS$6.6b19.1x58.6x3.3x
Fri, 26 Jul 2024US$401.2bUS$121.6bUS$6.8b20.2x59.2x3.3x
Sun, 23 Jun 2024US$416.5bUS$124.0bUS$7.0b19.1x59.3x3.4x
Tue, 21 May 2024US$432.2bUS$125.2bUS$8.6b19.8x50.2x3.5x
Thu, 18 Apr 2024US$416.9bUS$123.9bUS$8.5b20.1x49x3.4x
Sat, 16 Mar 2024US$414.5bUS$124.0bUS$8.5b21x48.8x3.3x
Mon, 12 Feb 2024US$398.5bUS$126.7bUS$10.4b19.8x38.2x3.1x
Wed, 10 Jan 2024US$365.5bUS$124.6bUS$10.4b19.3x35.1x2.9x
Fri, 08 Dec 2023US$340.3bUS$124.7bUS$10.4b19.2x32.8x2.7x
Sun, 05 Nov 2023US$328.7bUS$131.4bUS$12.3b17.6x26.8x2.5x
Tue, 03 Oct 2023US$348.5bUS$129.8bUS$13.9b18.9x25.1x2.7x
Thu, 31 Aug 2023US$372.6bUS$129.8bUS$14.0b21.1x26.7x2.9x
Sat, 29 Jul 2023US$344.3bUS$116.9bUS$10.0b26.3x34.6x2.9x
Mon, 26 Jun 2023US$324.2bUS$116.8bUS$9.8b25.6x33.1x2.8x
Wed, 24 May 2023US$295.7bUS$116.7bUS$9.9b22.9x30x2.5x
Fri, 21 Apr 2023US$289.0bUS$114.1bUS$9.9b19.1x29.3x2.5x
Sun, 19 Mar 2023US$284.1bUS$113.8bUS$9.9b19.3x28.8x2.5x
Price to Earnings Ratio

28.8x


Total Market Cap: US$284.1bTotal Earnings: US$9.9bTotal Revenue: US$113.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Components Industry Price to Earnings3Y Average 52.9x202420252026
Current Industry PE
  • Investors are pessimistic on the American Electrical Components and Equipment industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 49.5x which is lower than its 3-year average PE of 52.8x.
  • The 3-year average PS ratio of 3.4x is lower than the industry's current PS ratio of 4.5x.
Past Earnings Growth
  • The earnings for companies in the Electrical Components and Equipment industry have grown 4.6% per year over the last three years.
  • Revenues for these companies have grown 3.1% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

How does U.S. Electrical Components compare with similar industries?

US Market-1.47%
Industrials-3.72%
Electrical0.26%
Electrical Components0.33%
Heavy Electrical Equipment0.13%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
VRT Vertiv Holdings CoUS$268.266.8%
+US$6.5b		214.2%PE77x
NXT NextpowerUS$116.6912.3%
+US$1.9b		163.3%PE29.3x
AMPX Amprius TechnologiesUS$18.5948.1%
+US$858.7m		888.8%PS34.9x
ETN EatonUS$355.790.4%
+US$515.9m		21.8%PE33.8x
TE T1 EnergyUS$8.1414.6%
+US$281.4m		439.1%PS5.5x

Latest News

AMPX
US$18.59
Amprius Technologies
7D
48.1%
1Y
888.8%
VRT
US$268.26
Vertiv Holdings Co
7D
6.8%
1Y
214.2%
EMR
US$139.57
Emerson Electric
7D
-3.9%
1Y
25.9%

EMR: AI Exposure And High Margins Will Support Future Upside

Emerson Electric's updated analyst price target holds steady at $204. Analysts are balancing slightly adjusted assumptions for discount rate, revenue growth, profit margin and future P/E with a mix of recent target raises and downgrades that reflect both AI driven opportunity and competitive risk in high margin industrial hardware and software.
ETN
US$355.79
Eaton
7D
0.4%
1Y
21.8%

ETN: Future Returns Will Reflect AI Power Demand And Vehicle Unit Exit

The analyst price target for Eaton edges slightly higher to about $408, as analysts balance a mix of recent target increases and cuts while keeping their core assumptions on growth, margins, and future P/E broadly intact. Analyst Commentary Recent research on Eaton shows a mixed but engaged analyst community, with several firms adjusting price targets in both directions and one major upgrade in rating.
NVT
US$111.09
nVent Electric
7D
-2.4%
1Y
99.8%
AME
US$224.30
AMETEK
7D
-4.5%
1Y
26.6%
RRX
US$202.40
Regal Rexnord
7D
-3.4%
1Y
70.5%

RRX: Higher Margin Outlook Will Offset AI Hardware Pressure Concerns

Our updated narrative price target for Regal Rexnord increases by about $4 to roughly $236, as analysts weigh stronger assumed profit margins against a slightly higher discount rate and a more moderate future P/E multiple, while also flagging potential AI related pressure on high margin hardware exposure. Analyst Commentary Recent Street research on Regal Rexnord centers on two themes: the reassessment of valuation after multiple price target changes, and the risk that AI-driven automation could pressure high-margin hardware economics over time.
VICR
US$178.83
Vicor
7D
-12.0%
1Y
235.5%
ROK
US$373.25
Rockwell Automation
7D
-2.6%
1Y
42.5%

ROK: Factory Digitization And Profitability Focus Will Support A More Optimistic Outlook

Analysts have nudged their fair value estimate for Rockwell Automation up from $490 to $495, citing updated assumptions around discount rate, revenue growth, profit margin, and future P/E. Together, these changes modestly shift their view of the stock’s risk and earnings profile.
RUN
US$12.63
Sunrun
7D
3.8%
1Y
92.2%

RUN: Asset Monetization And Cash Generation Will Support Post Incentive Equity Upside

Narrative Update on Sunrun The analyst price target in our model moves slightly lower from $22.74 to $22.20 as analysts temper revenue growth and profit margin assumptions and point to elevated valuation compared with peers, while also highlighting cash generation and asset monetization as key supports. Analyst Commentary Recent research on Sunrun is mixed, with some analysts encouraged by cash generation and asset monetization, while others focus on valuation risk and forecasting uncertainties.
HUBB
US$477.97
Hubbell
7D
-2.6%
1Y
42.8%

HUBB: Firmer AI Demand And 2026 Outlook Will Shape Future Returns

Analysts have nudged their price targets on Hubbell higher into the $465 to $515 range, pointing to updated estimates and a firmer demand outlook supported by artificial intelligence related orders, along with cautious expectations for 2026 guidance. Analyst Commentary Recent research has clustered price targets for Hubbell in the $465 to $515 range, with several bullish analysts pointing to refreshed estimates ahead of Q4 and early views on 2026 guidance.
ST
US$35.38
Sensata Technologies Holding
7D
1.2%
1Y
32.1%

ST: EV Safety Products And Higher P/E Assumptions Will Shape Future Returns

Analysts have raised their price target on Sensata Technologies Holding to $34 from $32, citing updated assumptions related to discount rates, revenue growth, profit margins, and a future P/E of about 14.8x. What's in the News Sensata launched its FaultBreak contactor, a high voltage switching and protection solution for electric vehicles that combines passive and resettable fuse functionality to support safety, simplify power systems, and reduce component count and system cost (Product-Related Announcement).
GNRC
US$212.62
Generac Holdings
7D
-3.7%
1Y
62.0%
TE
US$8.14
T1 Energy
7D
14.6%
1Y
439.1%

TE: Future Returns Will Rely On Austin Cell Buildout And Domestic Content

Analysts have nudged their price target on T1 Energy to $10.50, reflecting refined assumptions around discount rate, revenue growth, profit margin and future P/E. Their overall valuation view remains broadly unchanged.
FLNC
US$17.11
Fluence Energy
7D
8.3%
1Y
224.1%

FLNC: Backlog Conversion And Margin Delivery Will Test Recently Raised Expectations

Analysts have nudged their fair value estimate for Fluence Energy higher to $9.0 from $8.0, citing recent price target revisions and an improved view of U.S. demand, along with adjustments to revenue growth, profit margin assumptions, discount rate, and future P/E expectations. Analyst Commentary Recent Street research on Fluence Energy reflects a mix of optimism and caution, with several firms adjusting price targets in both directions.
NXT
US$116.69
Nextpower
7D
12.3%
1Y
163.3%