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U.S. Electrical Components Industry Analysis

UpdatedApr 03, 2026
DataAggregated Company Financials
Companies109
  • 7D1.6%
  • 3M10.4%
  • 1Y68.6%
  • YTDn/a

Vertiv Holdings Co is up 3.5%, leading the way for the Electrical Components industry, which has gained 1.6%. During this same period, the Nextpower underperformed, falling 5.6%. This takes the industry's 12 month performance to a gain of 69%. Looking forward, earnings are forecast to grow by 17% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 03 Apr 2026US$559.4bUS$125.2bUS$11.0b33.8x50.7x4.5x
Sun, 01 Mar 2026US$582.4bUS$125.1bUS$10.6b33.6x55.1x4.7x
Tue, 27 Jan 2026US$526.1bUS$121.7bUS$6.8b32.3x77x4.3x
Thu, 25 Dec 2025US$491.7bUS$121.3bUS$6.8b32x72.4x4.1x
Sat, 22 Nov 2025US$462.8bUS$121.4bUS$6.8b31x68.2x3.8x
Mon, 20 Oct 2025US$497.9bUS$118.2bUS$6.6b30.4x75.8x4.2x
Wed, 17 Sep 2025US$476.1bUS$118.0bUS$6.6b30x72.4x4x
Fri, 15 Aug 2025US$464.5bUS$117.8bUS$6.6b32.4x70x3.9x
Sun, 13 Jul 2025US$453.9bUS$115.5bUS$5.9b27.6x77x3.9x
Tue, 10 Jun 2025US$416.8bUS$115.3bUS$5.9b26.2x70.4x3.6x
Thu, 08 May 2025US$363.8bUS$115.3bUS$5.7b20.6x63.6x3.2x
Sat, 05 Apr 2025US$326.9bUS$114.5bUS$5.4b20.5x60.9x2.9x
Mon, 03 Mar 2025US$387.8bUS$114.4bUS$5.9b23.9x65.2x3.4x
Wed, 29 Jan 2025US$413.3bUS$114.7bUS$8.2b23.4x50.1x3.6x
Fri, 27 Dec 2024US$431.6bUS$114.6bUS$8.3b23.2x51.9x3.8x
Sun, 24 Nov 2024US$469.1bUS$114.0bUS$8.2b24.5x57.3x4.1x
Tue, 22 Oct 2024US$426.2bUS$115.1bUS$6.8b21.5x62.7x3.7x
Thu, 19 Sep 2024US$389.5bUS$115.1bUS$6.7b19.3x58.4x3.4x
Sat, 17 Aug 2024US$382.6bUS$115.2bUS$6.6b18.6x58.1x3.3x
Mon, 15 Jul 2024US$427.4bUS$121.4bUS$6.7b20.2x63.7x3.5x
Wed, 12 Jun 2024US$424.8bUS$124.0bUS$7.0b20x60.6x3.4x
Fri, 10 May 2024US$433.4bUS$125.3bUS$8.5b21.8x50.8x3.5x
Sun, 07 Apr 2024US$438.8bUS$123.8bUS$8.4b22.8x52x3.5x
Tue, 05 Mar 2024US$415.2bUS$124.1bUS$8.5b21.1x48.9x3.3x
Thu, 01 Feb 2024US$372.2bUS$124.8bUS$10.5b19.4x35.5x3x
Sat, 30 Dec 2023US$377.8bUS$124.6bUS$10.4b20.9x36.4x3x
Mon, 27 Nov 2023US$337.7bUS$124.4bUS$10.4b19.1x32.5x2.7x
Wed, 25 Oct 2023US$316.8bUS$129.7bUS$13.8b17.2x22.9x2.4x
Fri, 22 Sep 2023US$348.0bUS$129.8bUS$13.9b20.2x25x2.7x
Sun, 20 Aug 2023US$354.1bUS$129.8bUS$14.0b20.1x25.3x2.7x
Tue, 18 Jul 2023US$346.9bUS$116.8bUS$10.0b27.4x34.8x3x
Thu, 15 Jun 2023US$326.7bUS$116.8bUS$9.8b25.1x33.4x2.8x
Sat, 13 May 2023US$290.5bUS$116.5bUS$9.9b20.4x29.4x2.5x
Mon, 10 Apr 2023US$281.3bUS$114.1bUS$10.0b17.8x28.1x2.5x
Price to Earnings Ratio

28.1x


Total Market Cap: US$281.3bTotal Earnings: US$10.0bTotal Revenue: US$114.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Components Industry Price to Earnings3Y Average 53.2x202420252026
Current Industry PE
  • Investors are relatively neutral on the American Electrical Components and Equipment 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 53.2x.
  • 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 3.3% per year over the last three years.
  • Revenues for these companies have grown 3.2% 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 Market1.90%
Industrials1.59%
Electrical1.87%
Electrical Components1.59%
Heavy Electrical Equipment2.41%
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$261.293.5%
+US$3.4b		287.3%PE75x
EMR Emerson ElectricUS$131.704.3%
+US$3.0b		29.3%PE32.1x
AME AMETEKUS$218.293.2%
+US$1.6b		35.2%PE33.8x
ETN EatonUS$361.101.1%
+US$1.6b		38.4%PE34.3x
ROK Rockwell AutomationUS$365.022.9%
+US$1.1b		52.6%PE41.5x

Latest News

AYI
US$265.39
Acuity
7D
-1.8%
1Y
3.2%

Acuity's Loss Makes Buying A Bright Idea (Upgrade)

Apr 02
FLNC
US$13.30
Fluence Energy
7D
-11.1%
1Y
207.9%

FLNC: Backlog Coverage And New Contracts Will Drive Future Upside Potential

The analyst price target for Fluence Energy has been raised by a small amount to $18.56 from $18.11, as analysts factor in a slightly lower discount rate, steadier long term revenue growth and margin expectations, and higher assumed future P/E after a mix of recent upgrades, initiations, and both upward and downward target revisions across the Street. Analyst Commentary Recent Street research on Fluence Energy has been active, with a mix of initiations, upgrades, and target resets that contribute to a slight lift in the average price target.
GNRC
US$194.09
Generac Holdings
7D
-2.0%
1Y
67.8%

GNRC: AI Data Center Power Builds Confidence In 2026 Outlook

Analysts have raised the fair value estimate for Generac Holdings to $300 from $292, reflecting updated assumptions around revenue growth, profit margins, and expected future P/E following a recent wave of both higher and lower price target revisions across the Street. Analyst Commentary Recent research on Generac shows a mix of optimism and caution, with price targets moving both higher and lower and several rating changes clustered around key company events such as earnings updates, analyst day commentary, and longer term revenue guidance.
ROK
US$365.02
Rockwell Automation
7D
2.9%
1Y
52.6%
TE
US$4.19
T1 Energy
7D
-33.3%
1Y
280.9%
NXT
US$113.08
Nextpower
7D
-5.6%
1Y
179.9%

NXT: Elevated P/E And Buybacks Will Continue To Outrun Fundamental Earnings Power

Analysts have raised their price target on Nextpower from $79.83 to $88.63, citing updated assumptions that include slightly adjusted discount rates, a change in revenue growth expectations to 7.55%, a profit margin assumption of 14.24%, and a forward P/E of about 28x. What's in the News Nextpower entered a multi year supply agreement with Jinko Solar (U.S.) Industries for more than 1 GW of U.S. manufactured steel module frames, scalable to up to 3 GW over three years.
ENS
US$177.35
EnerSys
7D
4.7%
1Y
113.1%

ENS: Manufacturing Realignment And Buybacks Will Support Future Upside Potential

Analysts have adjusted their fair value estimate for EnerSys to about $189.09 from $188.10, attributing the change to updated assumptions regarding revenue growth, profit margins, and a slightly revised forward P/E outlook. What's in the News EnerSys announced a manufacturing realignment that will close its legacy lead-acid battery facility in Tijuana, Mexico and shift most production to its Thin Plate Pure Lead (TPPL) plant in Springfield, Missouri, using existing investments to expand U.S. capacity (Key Developments).
ST
US$34.61
Sensata Technologies Holding
7D
-2.6%
1Y
70.9%
VRT
US$261.29
Vertiv Holdings Co
7D
3.5%
1Y
287.3%
EMR
US$131.70
Emerson Electric
7D
4.3%
1Y
29.3%

EMR: AI Automation Demand And High Margins Will Drive Future Upside

Emerson Electric's analyst price targets have generally moved higher, with several firms lifting their views by $4 to $30 to reflect updated expectations around AI driven demand and software exposure, while also flagging emerging competitive risks in high margin hardware and automation software. Analyst Commentary Bullish analysts are focusing on Emerson Electric's mix of high margin automation hardware and software, with several research notes pointing to AI related demand as an important theme in recent price target updates.
RRX
US$183.99
Regal Rexnord
7D
-1.8%
1Y
79.1%
HUBB
US$494.25
Hubbell
7D
2.6%
1Y
53.8%
ETN
US$361.10
Eaton
7D
1.1%
1Y
38.4%

ETN: AI Data Center And Thermal Demand Will Drive Future Upside

Analysts have nudged Eaton's fair value estimate higher, with the updated price target moving from $483.16 to $491.40 as they factor in the Boyd Thermal acquisition, changes to P/E assumptions, and a refreshed view on revenue growth and profitability. Analyst Commentary Recent research updates show a mix of views on Eaton, with some firms trimming price targets and others lifting them or upgrading ratings following the Boyd Thermal acquisition and model refreshes.
AMPX
US$16.00
Amprius Technologies
7D
-6.8%
1Y
529.9%

AMPX: Drone Demand And NDAA Progress Will Shape Measured Repricing Potential

Analysts have raised the fair value estimate for Amprius Technologies from $16.00 to $18.00. This change reflects a higher average Street price target in the $20 to $22 range, which is tied to stronger revenue guidance, improving profitability assumptions, and growing confidence in the commercial traction of its silicon anode battery platform across drones, space, and emerging electric mobility markets.
AME
US$218.29
AMETEK
7D
3.2%
1Y
35.2%

AME: AI Hardware Exposure And Rising Cash Returns Will Shape Future Returns

Analysts have lifted the implied fair value estimate for AMETEK by about $2 to $250.35 per share, reflecting refreshed models that factor in recent price target increases, updated quarterly results, and ongoing debate around the impact of AI on high margin industrial hardware exposure. Analyst Commentary Recent Street research around Ametek points to a mix of optimism on execution and demand trends, along with fresh questions about how AI could affect returns from high margin industrial hardware over time.
RUN
US$13.50
Sunrun
7D
8.9%
1Y
104.9%

RUN: Financing Complexity And Grid Projects Will Shape Future Cash Generation Potential

Sunrun's analyst fair value estimate has been revised down from $16.37 to $12.81 as analysts factor in lower solar origination growth, a more muted revenue outlook, and slightly softer margin expectations, despite mixed views on long term cash generation and valuation. Analyst Commentary Recent Street research on Sunrun highlights a split view, with a cluster of reduced price targets and rating downgrades offset by some more constructive opinions that emphasize cash generation and operational progress.