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U.S. Electrical Components Industry Analysis

UpdatedDec 25, 2025
DataAggregated Company Financials
Companies107
  • 7D4.9%
  • 3M4.8%
  • 1Y14.2%
  • YTDn/a

In the last week, the Electrical Components industry is up 1.1%, with Vertiv Holdings Co up 3.5%. In the last 12 months, the industry was up 14%. 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
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
Wed, 08 Mar 2023US$314.1bUS$113.6bUS$9.8b21.9x32.1x2.8x
Fri, 03 Feb 2023US$309.2bUS$109.9bUS$9.4b22x32.8x2.8x
Sun, 01 Jan 2023US$286.1bUS$109.4bUS$9.3b20x30.8x2.6x
Price to Earnings Ratio

30.8x


Total Market Cap: US$286.1bTotal Earnings: US$9.3bTotal Revenue: US$109.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Components Industry Price to Earnings3Y Average 50x202320242025
Current Industry PE
  • Investors are optimistic on the American Electrical Components and Equipment industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 71.9x which is higher than its 3-year average PE of 50.0x.
  • The 3-year average PS ratio of 3.3x is lower than the industry's current PS ratio of 4.0x.
Past Earnings Growth
  • The earnings for companies in the Electrical Components and Equipment industry have declined 9.9% per year over the last three years.
  • Meanwhile revenues for these companies have grown 3.5% 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 Comparison

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

US Market3.10%
Industrials3.28%
Electrical6.20%
Electrical Components4.87%
Heavy Electrical Equipment9.39%
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$166.8711.4%
+US$6.5b		40.5%PE61.7x
ETN EatonUS$323.672.5%
+US$3.0b		-5.2%PE32x
EMR Emerson ElectricUS$136.303.5%
+US$2.6b		8.0%PE33.5x
AME AMETEKUS$208.284.2%
+US$1.9b		13.2%PE32.6x
NVT nVent ElectricUS$103.979.5%
+US$1.4b		48.9%PE56.6x

Latest News

AMPX
US$8.53
Amprius Technologies
7D
-2.8%
1Y
348.9%
ROK
US$398.22
Rockwell Automation
7D
2.2%
1Y
36.3%
CHPT
US$7.16
ChargePoint Holdings
7D
-3.1%
1Y
-69.1%
PLUG
US$2.10
Plug Power
7D
-2.8%
1Y
-13.2%

PLUG: Falling Rates Will Support A Healthier Clean Tech Cycle Ahead

Analysts have raised their price target on Plug Power from $2.50 to $4.40 per share. This reflects increased confidence that a new, healthier cycle for U.S. clean tech, driven by easing interest rates, more sustainable growth expectations, and stable policy support, can support modestly better long term growth, margins, and valuation multiples.
GNRC
US$140.81
Generac Holdings
7D
-2.8%
1Y
-9.0%
NVT
US$103.97
nVent Electric
7D
9.5%
1Y
48.9%
VRT
US$166.87
Vertiv Holdings Co
7D
11.4%
1Y
40.5%
AME
US$208.28
AMETEK
7D
4.2%
1Y
13.2%

AME: Organic Momentum And Tariff Management Will Shape Returns Ahead

Analysts have nudged their average price target on AMETEK modestly higher to approximately $220 per share, citing improving organic sales trends, a healthy order backdrop, and confidence that tariff-driven margin pressures in related industrial markets will prove manageable over the medium term. Analyst Commentary Recent Street research points to a constructive stance on AMETEK, with incremental price target hikes underscoring confidence in the company’s execution and medium term growth algorithm despite a more volatile macro and tariff backdrop.
WBX
US$2.78
Wallbox
7D
-7.3%
1Y
-69.8%
HUBB
US$456.28
Hubbell
7D
6.2%
1Y
5.6%

HUBB Margins And Dividend Policy Will Support Stronger Future Earnings Power

Analysts have modestly raised their price target on Hubbell, increasing their fair value estimate by about $61 to roughly $568 per share. They cite improving growth and margin expectations, while also noting that the stock's valuation appears close to full given its recent modest organic growth trends.
EOSE
US$12.02
Eos Energy Enterprises
7D
-2.0%
1Y
163.6%
NXT
US$91.16
Nextpower
7D
6.2%
1Y
148.1%

NXT: Raised 2026 Guidance And Expanded Manufacturing Footprint Will Drive Upside

Analysts have modestly raised their price target on Nextpower to approximately $102.54 from $101.42, citing slightly stronger expectations for revenue growth and valuation multiples that more than offset a minor compression in projected profit margins and a marginally higher discount rate. What's in the News Rebranded from Nextracker Inc.
ETN
US$323.67
Eaton
7D
2.5%
1Y
-5.2%

ETN: AI Data Center Demand And Boyd Deal Will Shape Outlook

We raise our Eaton price target by approximately $36 to about $337 per share, reflecting analysts' increased confidence in stronger long term revenue growth, modestly higher profitability, and sustained AI driven data center demand supported by recent price target hikes and upgrades. Analyst Commentary Recent Street research reflects a constructive yet increasingly nuanced view on Eaton, with higher price targets and ratings upgrades framed against growing scrutiny of valuation, execution risks, and the durability of AI driven demand.
BLNK
US$0.72
Blink Charging
7D
-8.0%
1Y
-52.6%
EMR
US$136.30
Emerson Electric
7D
3.5%
1Y
8.0%

EMR: Future Margins And Order Visibility Will Likely Restrain Share Upside

Analysts have modestly reduced their price target on Emerson Electric to approximately $120.65 from about $109.01, citing updated post earnings modeling that reflects slightly higher expected growth, a richer future valuation multiple, and a modestly lower profit margin outlook. Analyst Commentary JPMorgan recently trimmed its price target on Emerson Electric to $150 from $151 while maintaining a Neutral rating, signaling a more tempered outlook following the fiscal Q4 report.
NEOV
US$3.16
NeoVolta
7D
-8.4%
1Y
-33.3%