Narrative Update • Jun 12

Over the last 7 days, the Electrical Components industry has remained flat, although notably Emerson Electric gained 3.6%. The past year has been better, since the industry has gained 54% in that time. Looking forward, earnings are forecast to grow by 19% annually.
Has the U.S. Electrical Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 13 Jun 2026 | US$631.3b | US$127.4b | US$11.9b | 38.1x | 53.3x | 5x |
| Mon, 11 May 2026 | US$652.7b | US$127.8b | US$12.1b | 37.9x | 54.1x | 5.1x |
| Wed, 08 Apr 2026 | US$553.3b | US$125.3b | US$11.0b | 32.8x | 50.2x | 4.4x |
| Fri, 06 Mar 2026 | US$563.0b | US$124.7b | US$11.3b | 33.1x | 49.8x | 4.5x |
| Sun, 01 Feb 2026 | US$538.3b | US$121.7b | US$6.8b | 34.8x | 78.8x | 4.4x |
| Tue, 30 Dec 2025 | US$488.3b | US$121.3b | US$6.8b | 31.8x | 71.9x | 4x |
| Thu, 27 Nov 2025 | US$485.6b | US$121.2b | US$6.8b | 31.5x | 71.9x | 4x |
| Sat, 25 Oct 2025 | US$507.7b | US$119.1b | US$6.8b | 30.7x | 74.3x | 4.3x |
| Mon, 22 Sep 2025 | US$479.1b | US$118.0b | US$6.6b | 29.9x | 72.9x | 4.1x |
| Wed, 20 Aug 2025 | US$459.8b | US$117.8b | US$6.6b | 31.1x | 69.3x | 3.9x |
| Fri, 18 Jul 2025 | US$455.6b | US$115.5b | US$5.9b | 28.5x | 77.3x | 3.9x |
| Sun, 15 Jun 2025 | US$412.0b | US$115.3b | US$5.9b | 25.5x | 69.6x | 3.6x |
| Tue, 13 May 2025 | US$381.3b | US$115.0b | US$5.8b | 21.8x | 65.7x | 3.3x |
| Thu, 10 Apr 2025 | US$307.4b | US$114.5b | US$5.4b | 21x | 57.3x | 2.7x |
| Sat, 08 Mar 2025 | US$366.3b | US$114.4b | US$5.2b | 24.5x | 70.1x | 3.2x |
| Mon, 03 Feb 2025 | US$425.8b | US$114.9b | US$8.3b | 24.2x | 51x | 3.7x |
| Wed, 01 Jan 2025 | US$423.5b | US$114.6b | US$8.3b | 22.9x | 50.9x | 3.7x |
| Fri, 29 Nov 2024 | US$461.9b | US$114.6b | US$8.2b | 24.5x | 56.1x | 4x |
| Sun, 27 Oct 2024 | US$419.7b | US$115.4b | US$6.9b | 21.1x | 61x | 3.6x |
| Tue, 24 Sep 2024 | US$402.3b | US$115.1b | US$6.7b | 20.3x | 60.2x | 3.5x |
| Thu, 22 Aug 2024 | US$377.0b | US$115.2b | US$6.6b | 19x | 57.4x | 3.3x |
| Sat, 20 Jul 2024 | US$413.6b | US$121.4b | US$6.7b | 21.3x | 61.6x | 3.4x |
| Mon, 17 Jun 2024 | US$417.7b | US$124.0b | US$7.0b | 19.9x | 59.5x | 3.4x |
| Wed, 15 May 2024 | US$434.3b | US$125.0b | US$8.5b | 21.2x | 51x | 3.5x |
| Fri, 12 Apr 2024 | US$430.4b | US$123.9b | US$8.4b | 21.8x | 51x | 3.5x |
| Sun, 10 Mar 2024 | US$414.2b | US$124.0b | US$8.5b | 22.2x | 48.9x | 3.3x |
| Tue, 06 Feb 2024 | US$375.6b | US$125.6b | US$10.7b | 19.3x | 35x | 3x |
| Thu, 04 Jan 2024 | US$363.0b | US$124.6b | US$10.4b | 19.7x | 35x | 2.9x |
| Sat, 02 Dec 2023 | US$340.5b | US$124.6b | US$10.4b | 19.1x | 32.6x | 2.7x |
| Mon, 30 Oct 2023 | US$311.1b | US$130.1b | US$13.8b | 16.6x | 22.5x | 2.4x |
| Wed, 27 Sep 2023 | US$345.0b | US$129.9b | US$13.9b | 21x | 24.8x | 2.7x |
| Fri, 25 Aug 2023 | US$358.3b | US$129.8b | US$14.0b | 20.6x | 25.7x | 2.8x |
| Sun, 23 Jul 2023 | US$349.7b | US$116.8b | US$10.0b | 26.7x | 35.1x | 3x |
| Tue, 20 Jun 2023 | US$327.3b | US$116.8b | US$9.8b | 24.7x | 33.4x | 2.8x |
33.4x
How does U.S. Electrical Components compare with similar industries?
| US Market | 0.81% | |
| Industrials | 1.13% | |
| Electrical | 0.33% | |
| Electrical Components | 0.61% | |
| Heavy Electrical Equipment | -0.18% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| EMR Emerson Electric | US$143.07 | 3.6% +US$2.8b | 14.0% | PE32.9x | |
| VICR Vicor | US$303.77 | 12.1% +US$1.5b | 595.9% | PE101.3x | |
| ROK Rockwell Automation | US$459.34 | 2.8% +US$1.4b | 44.5% | PE47.1x | |
| VRT Vertiv Holdings Co | US$302.87 | 0.8% +US$906.5m | 172.9% | PE74.7x | |
| RRX Regal Rexnord | US$212.31 | 3.9% +US$526.6m | 54.2% | PE49.3x |