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U.S. Electrical Components Industry Analysis

UpdatedAug 21, 2026
DataAggregated Company Financials
Companies111
  • 7D-7.2%
  • 3M-5.4%
  • 1Y33.9%
  • YTDn/a

Over the last 7 days, the Electrical Components industry has dropped 6.6%, driven by Eaton declining 8.4%. On the other hand CBAK Energy Technology is actually up 11%. In the past year, the industry has gained 36%. Looking forward, earnings are forecast to grow by 19% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 21 Aug 2026US$612.8bUS$132.0bUS$12.3b34.8x49.8x4.6x
Sun, 19 Jul 2026US$613.2bUS$127.5bUS$11.9b38.6x51.7x4.8x
Tue, 16 Jun 2026US$634.8bUS$127.4bUS$11.8b39.6x53.9x5x
Thu, 14 May 2026US$662.1bUS$127.9bUS$12.0b38.4x55.3x5.2x
Sat, 11 Apr 2026US$603.4bUS$125.3bUS$11.0b35.1x54.7x4.8x
Mon, 09 Mar 2026US$539.5bUS$124.7bUS$11.3b32x47.7x4.3x
Wed, 04 Feb 2026US$548.1bUS$121.7bUS$6.8b35.9x80.2x4.5x
Fri, 02 Jan 2026US$479.8bUS$121.3bUS$6.8b31.5x70.5x4x
Sun, 30 Nov 2025US$498.0bUS$121.2bUS$6.8b31.9x73.7x4.1x
Tue, 28 Oct 2025US$515.4bUS$119.1bUS$6.8b30.5x75.4x4.3x
Thu, 25 Sep 2025US$474.1bUS$118.0bUS$6.6b29.1x72.2x4x
Sat, 23 Aug 2025US$449.2bUS$117.9bUS$6.6b31.5x67.9x3.8x
Mon, 21 Jul 2025US$468.3bUS$115.5bUS$5.9b28.1x79.4x4.1x
Wed, 18 Jun 2025US$424.5bUS$115.3bUS$5.9b27.4x71.8x3.7x
Fri, 16 May 2025US$412.3bUS$115.2bUS$5.8b21.9x70.9x3.6x
Sun, 13 Apr 2025US$332.6bUS$114.5bUS$5.4b20.2x62x2.9x
Tue, 11 Mar 2025US$373.4bUS$114.4bUS$5.2b23.3x71.4x3.3x
Thu, 06 Feb 2025US$411.6bUS$114.8bUS$8.7b23.2x47.1x3.6x
Sat, 04 Jan 2025US$422.8bUS$114.6bUS$8.3b23.3x50.8x3.7x
Mon, 02 Dec 2024US$464.1bUS$114.6bUS$8.2b24.6x56.4x4x
Wed, 30 Oct 2024US$423.4bUS$115.5bUS$6.9b21.5x61.4x3.7x
Fri, 27 Sep 2024US$402.2bUS$115.1bUS$6.7b20.1x60.2x3.5x
Sun, 25 Aug 2024US$385.3bUS$115.2bUS$6.6b19.4x58.7x3.3x
Tue, 23 Jul 2024US$413.6bUS$121.4bUS$6.7b21.5x61.7x3.4x
Thu, 20 Jun 2024US$425.4bUS$124.0bUS$7.0b19.7x60.6x3.4x
Sat, 18 May 2024US$433.3bUS$125.2bUS$8.7b19.6x50x3.5x
Mon, 15 Apr 2024US$427.7bUS$123.9bUS$8.5b21.4x50.5x3.5x
Wed, 13 Mar 2024US$409.9bUS$124.0bUS$8.5b21.2x48.4x3.3x
Fri, 09 Feb 2024US$389.7bUS$126.7bUS$10.4b19.5x37.3x3.1x
Sun, 07 Jan 2024US$361.7bUS$124.6bUS$10.4b19.7x34.9x2.9x
Tue, 05 Dec 2023US$348.8bUS$124.6bUS$10.4b19.2x33.4x2.8x
Thu, 02 Nov 2023US$320.9bUS$130.7bUS$14.0b17x23x2.5x
Sat, 30 Sep 2023US$350.2bUS$129.9bUS$13.9b20.2x25.2x2.7x
Mon, 28 Aug 2023US$363.8bUS$129.8bUS$14.0b20.5x26.1x2.8x
Price to Earnings Ratio

26.1x


Total Market Cap: US$363.8bTotal Earnings: US$14.0bTotal Revenue: US$129.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Components Industry Price to Earnings3Y Average 56.2x202420252026
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 50.8x which is lower than its 3-year average PE of 56.2x.
  • The 3-year average PS ratio of 3.7x is lower than the industry's current PS ratio of 4.7x.
Past Earnings Growth
  • The earnings for companies in the Electrical Components and Equipment industry have declined 4.1% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, 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 Market-2.09%
Industrials-3.75%
Electrical-8.10%
Electrical Components-7.21%
Heavy Electrical Equipment-9.57%
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
CBAT CBAK Energy TechnologyUS$0.8213.4%
+US$8.6m		-17.2%PS0.3x
FLUX Flux Power HoldingsUS$0.8237.8%
+US$4.8m		-53.9%PS0.3x
BEEM Beam GlobalUS$1.3618.3%
+US$4.7m		-46.2%PS1.1x
SPWR SunPowerUS$0.254.8%
+US$1.9m		-84.0%PS0.1x
STI Solidion TechnologyUS$7.721.4%
+US$893.8k		140.3%PS298.9x

Latest News

NXT
US$87.86
Nextpower
7D
-16.0%
1Y
37.2%
ETN
US$415.29
Eaton
7D
-8.4%
1Y
20.2%
EMR
US$154.72
Emerson Electric
7D
-5.8%
1Y
18.9%
Narrative Update • Aug 19

EMR: Strait Of Hormuz Headwinds Will Likely Restrain Future Share Upside

Analysts have raised the fair value estimate for Emerson Electric to $129.42 from $125.27, citing resilient through cycle organic growth expectations in test and measurement, support from LNG and power exposure, and recent quarterly results that exceeded prior assumptions. Analyst Commentary Street research on Emerson Electric has turned more constructive overall, with several firms lifting price targets after recent quarterly results and updated through cycle growth assumptions.
AME
US$239.08
AMETEK
7D
-6.7%
1Y
30.3%
Narrative Update • Aug 19

AME: Sector Tailwinds And Order Momentum Will Shape Measured Forward Upside

AMETEK's analyst fair value estimate has increased from $265.33 to $277.50, with analysts citing stronger order momentum, broader organic sales, and support from sectors such as aerospace, semiconductors, power, automation, and data centers. Analyst Commentary Recent research commentary on AMETEK points to a generally constructive view on the company, with several firms adjusting their price targets higher after Q2 results and updated guidance.
STI
US$7.72
Solidion Technology
7D
1.4%
1Y
140.3%
ROK
US$431.45
Rockwell Automation
7D
-3.2%
1Y
27.1%
Seeking Alpha • Aug 17

Rockwell Automation: Durable Margin Expansion And Reshoring Momentum Support $564 Price Target

Summary I reiterate a Strong Buy rating on Rockwell Automation with a $564/share price target, supported by robust end-market outlooks and margin expansion from software revenue. Rockwell Automation is positioned for durable, margin-accretive growth as digital transformation, manufacturing reshoring, and automation drive demand, especially in software platforms. ROK's Logix platform is set to benefit from surging data center infrastructure investments, while the semiconductor, electrical equipment, aerospace & defense, and pharmaceuticals markets offer major growth opportunities. Despite memory chip headwinds, ROK's financial strength, improving leverage, and resilient end-market demand underpin confidence in sustained earnings and valuation upside. Read the full article on Seeking Alpha
NVT
US$154.30
nVent Electric
7D
-9.2%
1Y
75.3%
Seeking Alpha • Aug 17

nVent: Exceptional Growth, But The Easy Money Has Been Made

Summary nVent Electric delivered 53% revenue growth and 69% adjusted EPS growth, driven by surging data-center demand and robust backlog. NVT's premium valuation—33.5x 2026 adjusted earnings—is justified by rapid data-center exposure, accelerating capacity, and consistent upward estimate revisions. Management raised 2026 organic growth guidance to 32%-34% and adjusted EPS to $5.00-$5.10, with backlog and new facilities supporting multi-year visibility. I maintain a Hold with an upside bias: NVT is an exceptional operator, but current valuation prices in continued execution and strong demand. Read the full article on Seeking Alpha
BEEM
US$1.36
Beam Global
7D
18.3%
1Y
-46.2%
VRT
US$264.63
Vertiv Holdings Co
7D
-7.8%
1Y
109.1%
Narrative Update • Aug 13

VRT: AI Data Center Infrastructure Demand Will Drive Future Upside

Analysts now set a lower price target for Vertiv Holdings Co at $427, down from $461. This change reflects updated views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions.
SPWR
US$0.25
SunPower
7D
4.8%
1Y
-84.0%
Narrative Update • Aug 13

SPWR: Funding Progress And Cost Cuts Will Support Turnaround Delivery

Analysts have cut their SunPower price target from $5.40 to $3.30 after the company missed expectations and lowered its Q3 outlook. Recent delays in jobs submitted for funding have led some to view SunPower as a “show me” story that still needs to deliver on its guidance.
FLUX
US$0.82
Flux Power Holdings
7D
37.8%
1Y
-53.9%
CBAT
US$0.82
CBAK Energy Technology
7D
13.4%
1Y
-17.2%
ELPW
US$4.15
Elong Power Holding
7D
3.8%
1Y
-99.9%
HUBB
US$469.76
Hubbell
7D
-7.4%
1Y
9.9%
Narrative Update • Jul 29

HUBB: NSI Integration And Capital Returns Will Support Future Stock Performance

Hubbell's analyst price target has moved from $605 to $630, as analysts point to adjusted assumptions for fair value, growth, profitability and future P/E that align with recent upward revisions from firms such as Stephens and Barclays. Analyst Commentary Recent research updates on Hubbell highlight a more optimistic tone from bullish analysts, who are recalibrating their fair value work to reflect revised assumptions for growth, profitability and future P/E multiples.
ZOOZ
US$5.40
ZOOZ Strategy
7D
0.9%
1Y
-83.6%