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U.S. Electrical Components Industry Analysis

UpdatedApr 29, 2026
DataAggregated Company Financials
Companies109
  • 7D-1.0%
  • 3M14.8%
  • 1Y76.7%
  • YTDn/a

Over the last 7 days, the Electrical Components industry has risen 1.7%, driven by gains in Eaton and Vertiv Holdings Co of 2.3% and 2.6%, respectively. In the last 12 months, the industry was up 81%. 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
Wed, 29 Apr 2026US$638.1bUS$125.8bUS$11.4b35.4x56.1x5.1x
Fri, 27 Mar 2026US$571.6bUS$124.8bUS$11.2b32.3x50.9x4.6x
Sun, 22 Feb 2026US$578.9bUS$124.4bUS$7.6b35.5x75.8x4.7x
Tue, 20 Jan 2026US$525.8bUS$121.4bUS$6.8b33.8x77.1x4.3x
Thu, 18 Dec 2025US$485.4bUS$121.2bUS$6.8b31.3x71.6x4x
Sat, 15 Nov 2025US$488.1bUS$121.2bUS$7.0b28.7x70x4x
Mon, 13 Oct 2025US$482.1bUS$118.2bUS$6.6b28.2x73.4x4.1x
Wed, 10 Sep 2025US$467.3bUS$118.0bUS$6.6b31.9x70.5x4x
Fri, 08 Aug 2025US$457.3bUS$117.6bUS$6.6b28x68.8x3.9x
Sun, 06 Jul 2025US$458.1bUS$115.5bUS$5.9b28.5x77.8x4x
Tue, 03 Jun 2025US$402.4bUS$115.3bUS$5.8b25.5x69x3.5x
Thu, 01 May 2025US$354.8bUS$114.9bUS$5.5b21x64x3.1x
Sat, 29 Mar 2025US$358.6bUS$114.4bUS$5.4b22.9x66.8x3.1x
Mon, 24 Feb 2025US$395.6bUS$114.5bUS$8.6b24.6x46x3.5x
Wed, 22 Jan 2025US$440.6bUS$114.7bUS$8.2b23.7x53.4x3.8x
Fri, 20 Dec 2024US$421.4bUS$114.6bUS$8.3b22.7x50.7x3.7x
Sun, 17 Nov 2024US$446.0bUS$115.7bUS$8.0b23.6x55.6x3.9x
Tue, 15 Oct 2024US$424.3bUS$115.1bUS$6.7b21x63.1x3.7x
Thu, 12 Sep 2024US$373.7bUS$115.2bUS$6.6b18.4x56.5x3.2x
Sat, 10 Aug 2024US$368.9bUS$115.2bUS$6.5b18.2x56.4x3.2x
Mon, 08 Jul 2024US$408.3bUS$121.4bUS$6.7b19.2x60.8x3.4x
Wed, 05 Jun 2024US$428.5bUS$124.0bUS$7.0b20.2x61.3x3.5x
Fri, 03 May 2024US$412.7bUS$124.8bUS$8.6b20.8x48.2x3.3x
Sun, 31 Mar 2024US$433.9bUS$123.8bUS$8.5b22.4x51.3x3.5x
Tue, 27 Feb 2024US$402.2bUS$125.9bUS$10.0b19.7x40.3x3.2x
Thu, 25 Jan 2024US$367.4bUS$124.6bUS$10.4b18.9x35.3x2.9x
Sat, 23 Dec 2023US$374.6bUS$124.7bUS$10.4b20.8x36.1x3x
Mon, 20 Nov 2023US$339.0bUS$124.4bUS$10.4b18.7x32.5x2.7x
Wed, 18 Oct 2023US$344.9bUS$129.7bUS$13.8b18.9x24.9x2.7x
Fri, 15 Sep 2023US$358.9bUS$129.8bUS$13.9b21.5x25.8x2.8x
Sun, 13 Aug 2023US$364.3bUS$130.4bUS$14.2b20.9x25.7x2.8x
Tue, 11 Jul 2023US$340.7bUS$116.7bUS$10.0b26.3x34.1x2.9x
Thu, 08 Jun 2023US$312.4bUS$116.8bUS$9.8b25.7x31.9x2.7x
Sat, 06 May 2023US$293.1bUS$116.1bUS$9.8b19.5x29.8x2.5x
Price to Earnings Ratio

29.8x


Total Market Cap: US$293.1bTotal Earnings: US$9.8bTotal Revenue: US$116.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Components Industry Price to Earnings3Y Average 53.8x202420252026
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 53.8x.
  • The 3-year average PS ratio of 3.5x is lower than the industry's current PS ratio of 5.1x.
Past Earnings Growth
  • The earnings for companies in the Electrical Components and Equipment industry have grown 4.4% per year over the last three years.
  • Revenues for these companies have grown 2.7% 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-0.028%
Industrials-0.53%
Electrical2.26%
Electrical Components-1.03%
Heavy Electrical Equipment8.17%
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
ETN EatonUS$413.070.8%
+US$1.3b		42.1%PE39.2x
POWL Powell IndustriesUS$255.565.3%
+US$465.6m		318.7%PE49.6x
THR Thermon Group HoldingsUS$60.5216.8%
+US$286.4m		128.4%PE33.8x
ATKR AtkoreUS$77.9212.2%
+US$285.9m		22.2%PS0.9x
RUN SunrunUS$12.9710.1%
+US$280.3m		74.8%PE6.8x

Latest News

THR
US$60.52
Thermon Group Holdings
7D
16.8%
1Y
128.4%
VRT
US$305.03
Vertiv Holdings Co
7D
-2.4%
1Y
253.9%
POWL
US$255.56
Powell Industries
7D
5.3%
1Y
318.7%
NVT
US$138.30
nVent Electric
7D
0.9%
1Y
151.5%

NVT: Rich P/E And Acquisition Pipeline Will Pressure Future Share Returns

Analysts have raised their price target on nVent Electric from about $89 to about $116. This reflects updated views on higher modeled revenue growth and a richer future P/E multiple, partly offset by a lower projected profit margin and a slightly higher discount rate.
ENVX
US$6.37
Enovix
7D
-9.0%
1Y
-4.9%

ENVX: Silicon Anode Manufacturing Execution Will Unlock Smartphone Battery Adoption Potential

Analyst price targets on Enovix have been reset lower to a range of $6 to $15. This reflects continued confidence in the company’s battery technology alongside concerns about manufacturing hurdles, extended customer qualification cycles, and expectations for negative margins and cash flow over the coming years.
AMPX
US$19.69
Amprius Technologies
7D
-8.1%
1Y
786.9%

Amprius Technologies: Growth Continues To Impress, But Valuation Is Getting Lofty

Apr 26
HUBB
US$544.71
Hubbell
7D
-0.8%
1Y
51.5%
ETN
US$413.07
Eaton
7D
0.8%
1Y
42.1%
ENS
US$205.96
EnerSys
7D
3.7%
1Y
137.3%

ENS: Realignment And Buybacks Will Support A Measured Long Term Outlook

Analysts now set a higher price target of $199.89 for EnerSys, up from $189.09. This reflects updated assumptions for slightly higher revenue growth, modestly stronger profit margins, a marginally higher discount rate, and a higher future P/E multiple.
ROK
US$401.29
Rockwell Automation
7D
-2.1%
1Y
62.0%
RUN
US$12.97
Sunrun
7D
10.1%
1Y
74.8%
AYI
US$285.11
Acuity
7D
-3.8%
1Y
18.0%

AYI: Nonresidential Recovery And Seasonal Strength Will Support Future Upside

The updated analyst price target for Acuity reflects a modest reduction of about $1, as analysts factor in slightly higher discount rates and a higher assumed future P/E, along with relatively steady revenue growth and profit margin expectations. Analyst Commentary Recent research commentary on Acuity clusters around revised price targets and cautious tweaks to earnings assumptions, with most analysts citing project uncertainty and pressure in nonresidential activity as key inputs to their models.
EMR
US$138.42
Emerson Electric
7D
-4.4%
1Y
31.7%

EMR: AI Disruption Risk Will Shape Future Automation And Software Execution Outcomes

Analyst price targets for Emerson Electric have been adjusted modestly, with mixed recent research that includes several target cuts from Wells Fargo and Barclays alongside multiple target increases and rating changes. The updated target is $205.00 as analysts balance AI related competitive risks with company specific drivers.
AME
US$228.95
AMETEK
7D
-2.0%
1Y
36.4%

AME: AI Hardware Disruption And Cash Returns Will Guide Future Outcomes

Analysts made a small upward adjustment to the AMETEK price target to $250, reflecting modest tweaks to discount rate, revenue growth, margin, and P/E assumptions after a mix of recent bullish initiations, target changes, and AI related hardware risk commentary. Analyst Commentary Recent research on AMETEK reflects a mix of optimism around execution and valuation support, alongside fresh questions about long term risks linked to AI and high margin hardware exposure.
ATKR
US$77.92
Atkore
7D
12.2%
1Y
22.2%

ATKR: Stable P/E And Buyback Completion Will Shape Balanced Return Outlook

Narrative Update on Atkore Atkore’s updated analyst price target has moved modestly higher, with analysts pointing to refined assumptions around slightly stronger revenue growth, a small adjustment to the discount rate, and stable long term P/E expectations as key drivers of the new $74.00 figure. Analyst Commentary Recent Street research on Atkore points to a cluster of higher price targets, with adjustments tied mainly to updated revenue assumptions, valuation frameworks, and views on execution quality.
GNRC
US$217.12
Generac Holdings
7D
1.5%
1Y
91.7%

GNRC: Data Center Power Deals And Mixed Sentiment Will Shape Future Upside

Analysts have lifted the fair value estimate for Generac Holdings to $197 from $172, citing higher modeled revenue growth, expectations for a richer future P/E multiple, and a slightly lower discount rate, even as forecast profit margins are trimmed and recent research opinions remain mixed across firms. Analyst Commentary Recent Street research on Generac shows a split tape, with several firms lifting price targets while others turn more cautious on the stock's risk and reward trade off.