Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Electrical Components Industry Analysis

UpdatedJun 25, 2026
DataAggregated Company Financials
Companies107
  • 7D-1.4%
  • 3M19.7%
  • 1Y51.1%
  • YTDn/a

In the last week, the Electrical Components industry is flat overall, with Emerson Electric standing out by going down 5.1%. The past year has been better, since the industry has gained 52% in that time. 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
Thu, 25 Jun 2026US$650.4bUS$127.4bUS$11.8b39.4x55.2x5.1x
Sat, 23 May 2026US$625.8bUS$128.0bUS$11.9b41.6x52.4x4.9x
Mon, 20 Apr 2026US$623.1bUS$125.1bUS$11.1b35.8x56x5x
Wed, 18 Mar 2026US$554.6bUS$124.8bUS$11.3b32.3x49.1x4.4x
Fri, 13 Feb 2026US$593.7bUS$124.4bUS$7.6b35.7x78.6x4.8x
Sun, 11 Jan 2026US$501.0bUS$121.4bUS$6.8b32.1x73.5x4.1x
Tue, 09 Dec 2025US$504.0bUS$121.2bUS$6.8b32.3x74.3x4.2x
Thu, 06 Nov 2025US$514.2bUS$120.3bUS$6.7b30.6x76.6x4.3x
Sat, 04 Oct 2025US$491.7bUS$118.2bUS$6.6b28.8x74.9x4.2x
Mon, 01 Sep 2025US$455.6bUS$118.0bUS$6.6b29.9x68.8x3.9x
Wed, 30 Jul 2025US$486.4bUS$115.5bUS$6.0b27.3x81.4x4.2x
Fri, 27 Jun 2025US$429.1bUS$115.3bUS$5.9b27.1x72.6x3.7x
Sun, 25 May 2025US$398.8bUS$115.3bUS$5.8b26.1x68.3x3.5x
Tue, 22 Apr 2025US$329.5bUS$114.5bUS$5.4b19.5x61.6x2.9x
Thu, 20 Mar 2025US$366.5bUS$114.4bUS$5.2b23.7x70.4x3.2x
Sat, 15 Feb 2025US$409.2bUS$114.5bUS$8.6b26.3x47.7x3.6x
Mon, 13 Jan 2025US$426.2bUS$110.8bUS$7.8b22.3x54.5x3.8x
Wed, 11 Dec 2024US$455.8bUS$114.6bUS$8.3b24x54.9x4x
Fri, 08 Nov 2024US$453.2bUS$116.1bUS$7.2b25.3x62.6x3.9x
Sun, 06 Oct 2024US$414.0bUS$115.1bUS$6.7b20.1x61.5x3.6x
Tue, 03 Sep 2024US$389.2bUS$115.2bUS$6.6b19.6x59.2x3.4x
Thu, 01 Aug 2024US$414.2bUS$121.8bUS$6.8b20.8x60.6x3.4x
Sat, 29 Jun 2024US$411.9bUS$123.9bUS$7.0b19.6x58.6x3.3x
Mon, 27 May 2024US$448.4bUS$124.0bUS$7.0b24x64.1x3.6x
Wed, 24 Apr 2024US$414.9bUS$123.9bUS$8.5b21.2x48.8x3.3x
Fri, 22 Mar 2024US$427.3bUS$124.0bUS$8.5b22x50.1x3.4x
Sun, 18 Feb 2024US$399.2bUS$125.8bUS$10.3b19.7x38.9x3.2x
Tue, 16 Jan 2024US$363.6bUS$124.6bUS$10.4b19.5x34.9x2.9x
Thu, 14 Dec 2023US$354.2bUS$124.7bUS$10.4b19.9x34.1x2.8x
Sat, 11 Nov 2023US$319.9bUS$125.7bUS$11.2b17.9x28.7x2.5x
Mon, 09 Oct 2023US$341.5bUS$129.7bUS$13.8b19.2x24.7x2.6x
Wed, 06 Sep 2023US$371.9bUS$129.8bUS$14.0b21.3x26.6x2.9x
Fri, 04 Aug 2023US$371.3bUS$130.0bUS$14.4b22.9x25.7x2.9x
Sun, 02 Jul 2023US$341.4bUS$116.8bUS$9.8b26.4x34.9x2.9x
Price to Earnings Ratio

34.9x


Total Market Cap: US$341.4bTotal Earnings: US$9.8bTotal Revenue: US$116.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Components Industry Price to Earnings3Y Average 55.1x202420252026
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 59.0x which is higher than its 3-year average PE of 55.0x.
  • The 3-year average PS ratio of 3.6x is lower than the industry's current PS ratio of 5.5x.
Past Earnings Growth
  • The earnings for companies in the Electrical Components and Equipment industry have grown 6.4% per year over the last three years.
  • Revenues for these companies have grown 3.0% 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-2.47%
Industrials0.24%
Electrical0.19%
Electrical Components-1.39%
Heavy Electrical Equipment2.84%
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
AME AMETEKUS$235.381.8%
+US$942.0m		32.2%PE35.3x
GNRC Generac HoldingsUS$284.145.9%
+US$938.4m		103.8%PE88.5x
HUBB HubbellUS$518.181.8%
+US$492.0m		29.9%PE30.3x
RUN SunrunUS$14.426.7%
+US$214.7m		86.1%PE6.1x
ROK Rockwell AutomationUS$460.370.4%
+US$186.9m		42.8%PE47.2x

Latest News

RUN
US$14.42
Sunrun
7D
6.7%
1Y
86.1%
Seeking Alpha • 57m

Sunrun: What To Make Of The Tesla And Renew Home Tie-Up?

Summary Sunrun, which has lagged its clean energy and mid-cap peers quite significantly YTD, received a shot in the arm yesterday with news of a partnership with Tesla and Renew Home. The new partnership targets surging data center energy demand, potentially offering 17GW of flexible capacity, but lacks signed deals and clear RUN-specific economics. The dexterity with which this partnership could potentially harness and distribute power may serve as a big draw for hyperscalers who are facing encumbrances by relying on the centralized grid. I maintain a hold rating on RUN, as the partnership's promise is offset by incomplete details and ongoing bearish sentiment. Read the full article on Seeking Alpha
EOSE
US$6.06
Eos Energy Enterprises
7D
-20.3%
1Y
43.9%
NVT
US$167.55
nVent Electric
7D
-2.0%
1Y
132.7%
FLNC
US$19.75
Fluence Energy
7D
-15.7%
1Y
219.1%
NXT
US$116.67
Nextpower
7D
-7.3%
1Y
99.2%
ATKR
US$77.89
Atkore
7D
1.4%
1Y
11.3%
Narrative Update • Jun 24

ATKR: AI Infrastructure Demand And Legal Settlements Will Shape Balanced Return Potential

Analysts have nudged their price expectations for Atkore higher, with recent Street research highlighting new targets that are $11 and $12 above prior levels, supported by updated views on the company’s outlook and valuation assumptions. Analyst Commentary Recent research on Atkore points to a more constructive stance on the stock, with bullish analysts lifting their price targets and revisiting key assumptions around earnings power, capital allocation and how the market values the company.
HYLN
US$4.92
Hyliion Holdings
7D
-35.8%
1Y
267.2%
VRT
US$316.43
Vertiv Holdings Co
7D
-0.4%
1Y
160.1%
HUBB
US$518.18
Hubbell
7D
1.8%
1Y
29.9%
Seeking Alpha • Jun 23

Hubbell: A Premium Compounder Riding The Grid's New Supercycle

Summary Hubbell Inc. earns a 'Buy' rating, positioned at the core of grid modernization and electrification, serving critical infrastructure needs for data centers and utilities. HUBB trades at a premium (~27.3x 2026 EPS), justified by robust secular demand, high margins (Utility Solutions: 24.1%, Electrical Solutions: 20.2%), and disciplined capital allocation. Secular tailwinds—data center growth, utility T&D spending, and grid bottlenecks—support high-single to low-double-digit EPS growth beyond 2026, with upside if grid interconnects accelerate. Key risks include NSI integration, elevated leverage, and execution on synergy realization, alongside macro factors like inflation, tariffs, and supply chain volatility. Read the full article on Seeking Alpha
ALNT
US$97.97
Allient
7D
4.6%
1Y
179.8%
ROK
US$460.37
Rockwell Automation
7D
0.4%
1Y
42.8%
GNRC
US$284.14
Generac Holdings
7D
5.9%
1Y
103.8%
Narrative Update • Jun 23

GNRC: Data Center Contracts And Fair Valuation Will Shape The Next Upswing

Generac Holdings' updated analyst fair value estimate has shifted to $284.00 from $203.41, supported by analysts citing higher confidence in the earnings trajectory and potential upside from data center contract opportunities. These factors are reflected in recent price target increases from firms such as UBS and Jefferies.
AME
US$235.38
AMETEK
7D
1.8%
1Y
32.2%
Narrative Update • Jun 23

AME: Record Results And Indicor Deal Financing Will Shape Future Upside

AMETEK's analyst price targets have moved higher by around $9 to $10, with analysts pointing to slight adjustments in fair value estimates, discount rates, revenue growth assumptions, profit margins and future P/E expectations to support the change. Analyst Commentary Recent research on AMETEK points to a mix of optimism and caution as analysts adjust price targets and short term views around valuation, execution and growth expectations.
EMR
US$141.44
Emerson Electric
7D
-5.1%
1Y
9.3%
Narrative Update • Jun 22

EMR: Long Term Energy Projects And Industrial AI Partnerships Will Shape Returns

Emerson Electric's analyst price target has been nudged slightly lower by less than $1 as analysts balance mixed ratings and revised targets, while also noting that the company has exposure to long-term demand trends and limited software risk from AI. Analyst Commentary Recent research on Emerson Electric highlights a mix of enthusiasm about its exposure to long-term demand trends and caution around execution risks and valuation, which helps explain the small adjustment in the overall analyst price target picture.
ETN
US$404.59
Eaton
7D
-1.2%
1Y
18.2%
SHLS
US$10.20
Shoals Technologies Group
7D
8.1%
1Y
109.4%
Analysis Article • Jun 20

Shoals Technologies Group (SHLS) Stock Near Fair Value After Q1 Beat And Raised Guidance

Q1 earnings surprise and guidance raise put Shoals Technologies Group (SHLS) in focus Shoals Technologies Group (SHLS) drew investor attention after Q1 revenue rose 74.9% year on year, guidance was raised, and the company reported a record backlog and awarded orders of $758 million. See our latest analysis for Shoals Technologies Group. Beyond the Q1 beat, Shoals Technologies Group's 1 day share price return of 10.38% and 90 day share price return of 70.82% suggest momentum has strengthened...