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U.S. Electrical Components Industry Analysis

UpdatedMar 09, 2026
DataAggregated Company Financials
Companies107
  • 7D-7.3%
  • 3M6.4%
  • 1Y44.5%
  • YTDn/a

Over the last 7 days, the Electrical Components industry has dropped 7.3%, driven by a pullback from Eaton of 7.5%. Meanwhile, Amprius Technologies actually outperformed within the industry, gaining 52% in the last week. This takes the industry's 12 month performance to a gain of 44%. Looking forward, 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
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
Wed, 26 Jul 2023US$347.9bUS$116.9bUS$10.1b26x34.6x3x
Fri, 23 Jun 2023US$329.2bUS$116.8bUS$9.8b25.6x33.6x2.8x
Sun, 21 May 2023US$295.9bUS$116.7bUS$9.9b22.7x29.9x2.5x
Tue, 18 Apr 2023US$292.4bUS$114.1bUS$10.0b19.4x29.3x2.6x
Thu, 16 Mar 2023US$286.1bUS$113.8bUS$9.9b19.5x29x2.5x
Price to Earnings Ratio

29x


Total Market Cap: US$286.1bTotal 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 52.8x202420252026
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 47.7x 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 4.3x.
Past Earnings Growth
  • The earnings for companies in the Electrical Components and Equipment industry have grown 4.7% 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-2.17%
Industrials-4.55%
Electrical-8.33%
Electrical Components-7.35%
Heavy Electrical Equipment-10.25%
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
AMPX Amprius TechnologiesUS$16.3352.2%
+US$837.4m		716.5%PS30.6x
PLUG Plug PowerUS$2.1319.0%
+US$511.8m		19.7%PS4.2x
TE T1 EnergyUS$6.729.1%
+US$151.5m		380.0%PS4.5x
EOSE Eos Energy EnterprisesUS$6.137.6%
+US$147.7m		33.3%PS18.2x
TURB Turbo EnergyUS$3.78459.7%
+US$34.2m		58.8%PS3.6x

Latest News

PLUG
US$2.13
Plug Power
7D
19.0%
1Y
19.7%

PLUG: Future Returns Will Hinge On Hydrogen Pivot Execution Risks

Analysts have adjusted their views on Plug Power, with some lifting price targets to $2 and others trimming them to $1, largely citing mixed recent results, a shift toward more focused hydrogen applications, and execution questions around demand and electrolyzer ramp timing. Analyst Commentary Street research around Plug Power has turned more cautious, even as some targets have moved slightly higher.
ROK
US$369.83
Rockwell Automation
7D
-9.2%
1Y
33.7%

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.
EOSE
US$6.13
Eos Energy Enterprises
7D
7.6%
1Y
33.3%
STEM
US$12.11
Stem
7D
15.2%
1Y
37.3%
VRT
US$241.78
Vertiv Holdings Co
7D
-5.1%
1Y
184.3%

Vertiv Holdings Co (VRT): The Liquid Cooling Standard-Bearer – Entering the S&P 500 on March 23.

Vertiv Holdings Co (VRT) has officially achieved the institutional "gold standard," with S&P Dow Jones Indices announcing after the March 6, 2026, close that the company will join the S&P 500 prior to the opening of trading on Monday, March 23. This promotion follows a historic transformation from an industrial spin-off to a secular AI powerhouse, as the stock trades at $241.72 with a market capitalization of $92.5 billion.
ETN
US$347.75
Eaton
7D
-7.5%
1Y
22.0%
RRX
US$186.50
Regal Rexnord
7D
-15.6%
1Y
52.1%
HUBB
US$471.54
Hubbell
7D
-7.8%
1Y
33.0%

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.
AMPX
US$16.33
Amprius Technologies
7D
52.2%
1Y
716.5%
AME
US$221.98
AMETEK
7D
-7.2%
1Y
20.6%

AME: AI Hardware Disruption And Rich P/E Will Shape Future Returns

Analysts have modestly raised their blended price target on Ametek by about $20 to the low $210s, reflecting Street updates that balance AI related hardware risk with the expectation of resilient margins, a slightly higher discount rate, and a still elevated forward P/E near 36x. Analyst Commentary Street views on Ametek are mixed but generally constructive, with several firms lifting price targets into the low US$210s while a recent downgrade highlights valuation and execution risk at current levels.
TE
US$6.72
T1 Energy
7D
9.1%
1Y
380.0%

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.
TURB
US$3.78
Turbo Energy
7D
459.7%
1Y
58.8%
NVT
US$106.02
nVent Electric
7D
-10.4%
1Y
92.5%

NVT: Data Center Cooling And Acquisitions Will Support A Balanced Outlook

Analysts have lifted their price target on nVent Electric to about $127 from around $124. This reflects updated assumptions that combine slightly higher modeled revenue growth with a higher future P/E and a somewhat lower profit margin outlook.
EMR
US$138.36
Emerson Electric
7D
-8.2%
1Y
16.7%

EMR: Higher Long Term Margins And P/E Framework Will Support Upside

We are lifting our analyst price target framework for Emerson Electric to $204, with analysts pointing to updated assumptions for revenue growth, profit margins and future P/E as key supports for the higher fair value view. Analyst Commentary Recent Street research around Emerson Electric reflects an active debate, but with a clear cluster of higher price targets from bullish analysts who are leaning into a stronger long term earnings and cash generation profile for the company.
NEOV
US$3.42
NeoVolta
7D
18.3%
1Y
17.1%
XCH
US$1.44
XCHG
7D
14.8%
1Y
17.6%