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U.S. Electrical Components Industry Analysis

UpdatedApr 10, 2026
DataAggregated Company Financials
Companies106
  • 7D9.3%
  • 3M20.1%
  • 1Y85.0%
  • YTDn/a

Over the last 7 days, the Electrical Components industry has risen 9.3%, driven by gains from Eaton of 11%. This takes the industry's 12 month performance to a gain of 85%. As for the next few years, earnings are expected to grow by 17% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 10 Apr 2026US$591.1bUS$125.3bUS$11.0b35.3x53.6x4.7x
Sun, 08 Mar 2026US$539.5bUS$124.7bUS$11.3b32x47.7x4.3x
Tue, 03 Feb 2026US$538.4bUS$121.7bUS$6.8b35.6x78.8x4.4x
Thu, 01 Jan 2026US$485.1bUS$121.3bUS$6.8b31.5x71.3x4x
Sat, 29 Nov 2025US$494.9bUS$121.2bUS$6.8b31.9x73.3x4.1x
Mon, 27 Oct 2025US$512.9bUS$119.1bUS$6.8b30.7x75x4.3x
Wed, 24 Sep 2025US$486.3bUS$118.0bUS$6.6b29.2x74x4.1x
Fri, 22 Aug 2025US$450.7bUS$118.0bUS$6.6b30.2x68.1x3.8x
Sun, 20 Jul 2025US$468.3bUS$115.5bUS$5.9b28.1x79.4x4.1x
Tue, 17 Jun 2025US$412.1bUS$115.3bUS$5.9b26.2x69.7x3.6x
Thu, 15 May 2025US$411.2bUS$115.0bUS$5.9b22x70x3.6x
Sat, 12 Apr 2025US$326.7bUS$114.5bUS$5.4b20.2x60.9x2.9x
Mon, 10 Mar 2025US$373.4bUS$114.4bUS$5.2b24.5x71.4x3.3x
Wed, 05 Feb 2025US$414.0bUS$114.7bUS$8.3b23.5x49.7x3.6x
Fri, 03 Jan 2025US$421.3bUS$114.6bUS$8.3b22.7x50.6x3.7x
Sun, 01 Dec 2024US$464.1bUS$114.6bUS$8.2b24.6x56.4x4x
Tue, 29 Oct 2024US$419.7bUS$115.4bUS$6.9b21.6x61x3.6x
Thu, 26 Sep 2024US$403.4bUS$115.1bUS$6.7b19.8x60.3x3.5x
Sat, 24 Aug 2024US$379.1bUS$115.2bUS$6.6b19.4x57.7x3.3x
Mon, 22 Jul 2024US$412.8bUS$121.4bUS$6.7b21.3x61.6x3.4x
Wed, 19 Jun 2024US$420.3bUS$124.0bUS$7.0b19.7x59.9x3.4x
Fri, 17 May 2024US$444.2bUS$125.2bUS$8.7b19.5x51.2x3.5x
Sun, 14 Apr 2024US$432.7bUS$123.9bUS$8.4b21.4x51.2x3.5x
Tue, 12 Mar 2024US$409.8bUS$124.0bUS$8.5b22.2x48.4x3.3x
Thu, 08 Feb 2024US$375.6bUS$125.6bUS$10.6b19.4x35.4x3x
Sat, 06 Jan 2024US$361.5bUS$124.6bUS$10.4b19.7x34.8x2.9x
Mon, 04 Dec 2023US$348.8bUS$124.6bUS$10.4b19.1x33.4x2.8x
Wed, 01 Nov 2023US$317.4bUS$130.8bUS$14.1b17x22.4x2.4x
Fri, 29 Sep 2023US$350.3bUS$129.9bUS$13.9b20.9x25.1x2.7x
Sun, 27 Aug 2023US$363.6bUS$129.8bUS$14.0b20.5x26.1x2.8x
Tue, 25 Jul 2023US$350.4bUS$116.8bUS$10.0b27.1x35.1x3x
Thu, 22 Jun 2023US$329.2bUS$116.8bUS$9.8b25.7x33.6x2.8x
Sat, 20 May 2023US$295.9bUS$116.7bUS$9.9b22.7x29.9x2.5x
Mon, 17 Apr 2023US$289.8bUS$114.1bUS$10.0b18.5x29x2.5x
Price to Earnings Ratio

29x


Total Market Cap: US$289.8bTotal 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 53.4x202420252026
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 53.4x.
  • The 3-year average PS ratio of 3.5x 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 grown 3.4% 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 Market3.43%
Industrials5.01%
Electrical9.08%
Electrical Components9.26%
Heavy Electrical Equipment8.75%
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$400.4410.9%
+US$15.3b		47.9%PE38x
VRT Vertiv Holdings CoUS$287.6410.1%
+US$10.1b		324.7%PE82.6x
EMR Emerson ElectricUS$144.679.8%
+US$7.3b		45.1%PE35.3x
AME AMETEKUS$233.497.0%
+US$3.5b		48.3%PE36.1x
ROK Rockwell AutomationUS$394.908.2%
+US$3.4b		71.6%PE44.9x

Latest News

VRT
US$287.64
Vertiv Holdings Co
7D
10.1%
1Y
324.7%

Vertiv: The Hyperscaler Spending Trade

Apr 10
POWL
US$230.81
Powell Industries
7D
26.4%
1Y
300.3%

Powell Industries: Stock Split Brings Noise, Hold Until Further Growth Signs

Apr 10
RUN
US$13.33
Sunrun
7D
-1.3%
1Y
121.1%
ARRY
US$7.21
Array Technologies
7D
-1.8%
1Y
69.2%
EMR
US$144.67
Emerson Electric
7D
9.8%
1Y
45.1%

EMR: AI Disruption Risk Will Shape Future High Margin Automation Upside

Emerson Electric's analyst fair value estimate has been adjusted slightly higher from $204 to $205, as analysts balance modestly different assumptions for revenue growth, margins, and future P/E, alongside a wide range of recent price target changes and mixed views on AI related risks to its high margin hardware and software exposure. Analyst Commentary Street research on Emerson Electric over the past few months reflects a wide range of opinions, with some firms trimming price targets or flagging shorter term concerns and others lifting targets or adjusting ratings as they update their models.
ETN
US$400.44
Eaton
7D
10.9%
1Y
47.9%

ETN: AI Data Center Hopes Will Be Tested By Boyd Execution Risks

Analysts have trimmed the Eaton price target by about $6 to reflect a lower assumed future P/E multiple of roughly 26x, while also factoring in updated views on revenue growth, margins and recent research that highlights both upside potential from data center exposure and mixed sentiment around the stock. Analyst Commentary Recent research on Eaton shows a split view, with some firms lifting price targets or initiating coverage positively, while others are dialing back expectations and highlighting risks around execution, valuation and future growth assumptions.
WBX
US$2.95
Wallbox
7D
-9.8%
1Y
-57.0%
TYGO
US$3.61
Tigo Energy
7D
-3.7%
1Y
407.0%
AME
US$233.49
AMETEK
7D
7.0%
1Y
48.3%

AME: AI Hardware Disruption Risk And Rising Cash Returns Will Shape Outcomes

Analysts have trimmed the AMETEK price target slightly to about $250, reflecting modest adjustments to growth, profitability and P/E assumptions following a mix of recent target cuts and raises across the Street. Analyst Commentary Recent research on AMETEK presents a mixed picture, with several price target increases and bullish initiations balanced by at least one downgrade and a fresh target cut.
HUBB
US$534.67
Hubbell
7D
8.2%
1Y
56.4%

HUBB: AI Demand And 2026 Guidance Will Drive Future Returns

Analysts have adjusted their price targets on Hubbell, with recent cuts such as a $20 reduction from one firm balanced by multiple upward revisions, including moves to $515 and $565. These changes reflect updated earnings estimates and a modestly lower implied future P/E of about 33.5x in the latest assumptions.
ROK
US$394.90
Rockwell Automation
7D
8.2%
1Y
71.6%

ROK: Elevated P/E And Buybacks Will Likely Continue To Limit Upside

Analysts have trimmed their price target for Rockwell Automation to $317 from $325, reflecting updated assumptions around a $317.29 fair value estimate, a 9.26% discount rate, 5.49% revenue growth, a 15.20% profit margin, and a future P/E of 30.06x. What's in the News Opened a Bologna Customer Experience Center to give machine builders and end users in Europe, the Middle East and Africa hands-on access to control, motion, AI, digital twins and mechatronics solutions.
NVT
US$128.63
nVent Electric
7D
9.0%
1Y
161.1%
SES
US$0.96
SES AI
7D
-3.5%
1Y
71.4%
SMXT
US$0.49
SolarMax Technology
7D
-31.2%
1Y
-54.4%
SPWR
US$1.12
SunPower
7D
-10.4%
1Y
-23.5%
TURB
US$2.26
Turbo Energy
7D
-28.9%
1Y
-12.4%