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U.S. Electrical Components Industry Analysis

UpdatedAug 14, 2026
DataAggregated Company Financials
Companies112
  • 7D2.3%
  • 3M-1.3%
  • 1Y41.4%
  • YTDn/a

In the last week, the Electrical Components industry is up 2.3%, with Vertiv Holdings Co up 7.9%. This means that the industry has gained 41% over the past year. 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
Sat, 15 Aug 2026US$658.3bUS$133.7bUS$12.3b38.1x53.3x4.9x
Mon, 13 Jul 2026US$635.1bUS$127.5bUS$11.8b42.4x53.7x5x
Wed, 10 Jun 2026US$635.5bUS$127.4bUS$11.9b39.1x53.6x5x
Fri, 08 May 2026US$654.1bUS$128.3bUS$11.6b39.7x56.4x5.1x
Sun, 05 Apr 2026US$552.1bUS$125.3bUS$11.0b33.8x50x4.4x
Tue, 03 Mar 2026US$582.4bUS$125.1bUS$10.6b33.6x55.1x4.7x
Thu, 29 Jan 2026US$534.3bUS$121.7bUS$6.8b34.4x78.2x4.4x
Sat, 27 Dec 2025US$491.7bUS$121.3bUS$6.8b31.9x72.4x4.1x
Mon, 24 Nov 2025US$471.9bUS$121.4bUS$6.8b31x69.5x3.9x
Wed, 22 Oct 2025US$505.1bUS$118.2bUS$6.6b30.8x76.9x4.3x
Fri, 19 Sep 2025US$467.7bUS$118.0bUS$6.6b30.1x71.1x4x
Sun, 17 Aug 2025US$455.0bUS$117.8bUS$6.7b32.4x68.3x3.9x
Tue, 15 Jul 2025US$454.4bUS$115.5bUS$5.9b27.5x77.1x3.9x
Thu, 12 Jun 2025US$415.2bUS$115.3bUS$5.9b26x70.2x3.6x
Sat, 10 May 2025US$379.0bUS$115.0bUS$5.8b21x65.4x3.3x
Mon, 07 Apr 2025US$307.7bUS$114.5bUS$5.4b20.5x57.3x2.7x
Wed, 05 Mar 2025US$370.0bUS$114.4bUS$5.2b23.4x71.1x3.2x
Fri, 31 Jan 2025US$418.0bUS$114.6bUS$8.3b23.9x50.2x3.6x
Sun, 29 Dec 2024US$426.9bUS$114.6bUS$8.3b22.8x51.4x3.7x
Tue, 26 Nov 2024US$467.8bUS$114.0bUS$8.2b24.7x57.2x4.1x
Thu, 24 Oct 2024US$420.6bUS$115.4bUS$6.9b21.1x61.1x3.6x
Sat, 21 Sep 2024US$402.7bUS$115.1bUS$6.7b20.3x60.2x3.5x
Mon, 19 Aug 2024US$377.6bUS$115.2bUS$6.6b18.6x57.4x3.3x
Wed, 17 Jul 2024US$426.5bUS$121.4bUS$6.7b22.4x63.5x3.5x
Fri, 14 Jun 2024US$430.4bUS$124.0bUS$7.0b20.8x61.4x3.5x
Sun, 12 May 2024US$435.4bUS$125.0bUS$8.5b21.4x51.1x3.5x
Tue, 09 Apr 2024US$439.0bUS$123.9bUS$8.4b22.6x52x3.5x
Thu, 07 Mar 2024US$407.9bUS$124.0bUS$8.5b22x48.1x3.3x
Sat, 03 Feb 2024US$378.8bUS$125.6bUS$10.6b19.3x35.9x3x
Mon, 01 Jan 2024US$375.6bUS$124.6bUS$10.4b20.9x36.2x3x
Wed, 29 Nov 2023US$335.8bUS$124.4bUS$10.4b18.5x32.3x2.7x
Fri, 27 Oct 2023US$313.2bUS$130.0bUS$13.9b16.9x22.6x2.4x
Sun, 24 Sep 2023US$348.9bUS$129.9bUS$13.9b21.1x25x2.7x
Tue, 22 Aug 2023US$354.1bUS$129.8bUS$14.0b20.3x25.3x2.7x
Price to Earnings Ratio

25.3x


Total Market Cap: US$354.1bTotal Earnings: US$14.0bTotal Revenue: US$129.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Components Industry Price to Earnings3Y Average 56x202420252026
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 56.0x.
  • The 3-year average PS ratio of 3.7x is lower than the industry's current PS ratio of 4.9x.
Past Earnings Growth
  • The earnings for companies in the Electrical Components and Equipment industry have declined 4.0% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Comparison

How does U.S. Electrical Components compare with similar industries?

US Market1.74%
Industrials0.50%
Electrical2.88%
Electrical Components2.25%
Heavy Electrical Equipment3.96%
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
VRT Vertiv Holdings CoUS$293.847.9%
+US$8.3b		120.8%PE65.3x
EMR Emerson ElectricUS$163.173.1%
+US$2.7b		23.8%PE35.3x
ETN EatonUS$451.510.6%
+US$1.1b		28.6%PE45.8x
NVT nVent ElectricUS$171.394.1%
+US$1.1b		94.7%PE46.9x
ROK Rockwell AutomationUS$449.371.9%
+US$925.0m		31.3%PE41.6x

Latest News

ENVX
US$4.39
Enovix
7D
-6.6%
1Y
-57.0%
VICR
US$234.74
Vicor
7D
6.1%
1Y
392.6%
Seeking Alpha • 10h

Vicor: The AI Power Opportunity Is Huge, And Already Priced In

Summary Vicor Corporation is experiencing rapid acceleration in product revenue, backlog, and licensing, driven by demand for AI infrastructure power solutions. VICR's second-generation vertical power delivery technology positions it for long-term growth, with management targeting $2.5 billion in revenue and 70% gross margin. Recent EPS outperformance was aided by a one-time tax benefit; underlying operating performance remains strong, but headline results overstate recurring earnings power. Despite robust fundamentals, VICR's valuation—65x 2026 earnings and 16.5x sales—reflects high optimism, warranting a Hold rating after a 358% rally. Read the full article on Seeking Alpha
EMR
US$163.17
Emerson Electric
7D
3.1%
1Y
23.8%
ETN
US$451.51
Eaton
7D
0.6%
1Y
28.6%
ENS
US$203.40
EnerSys
7D
6.1%
1Y
106.9%
ROK
US$449.37
Rockwell Automation
7D
1.9%
1Y
31.3%
NVT
US$171.39
nVent Electric
7D
4.1%
1Y
94.7%
Narrative Update • Aug 11

NVT: AI Data Center Demand Will Support A Constructive Forward Outlook

Analysts now set a higher implied price target for nVent Electric at around $202 per share, up from roughly $186. They cite updated assumptions that include slightly different discount rates, revenue growth expectations, profit margin estimates, and a revised future P/E multiple.
VRT
US$293.84
Vertiv Holdings Co
7D
7.9%
1Y
120.8%
RRX
US$175.49
Regal Rexnord
7D
-1.4%
1Y
20.5%
Analysis Article • Aug 08

Regal Rexnord Corporation Just Recorded A 29% EPS Beat: Here's What Analysts Are Forecasting Next

There's been a notable change in appetite for Regal Rexnord Corporation ( NYSE:RRX ) shares in the week since its...
ARRY
US$5.05
Array Technologies
7D
-9.0%
1Y
-33.7%
SHLS
US$8.14
Shoals Technologies Group
7D
-5.3%
1Y
77.3%
GNRC
US$219.30
Generac Holdings
7D
3.3%
1Y
10.3%
Narrative Update • Aug 04

GNRC: Data Center Contract Backlog Will Test Execution While Supporting Balanced Outlook

Generac Holdings' updated analyst price target of $214, revised from $223, reflects analysts balancing a slightly lower valuation multiple with expectations for supportive data center contracts, improving commercial and industrial trends, and a modestly stronger revenue growth and profit margin profile. Analyst Commentary Recent Street research on Generac Holdings presents a mixed picture, with several firms highlighting strong data center momentum and a growing power-resiliency platform, while others flag valuation constraints and execution risks as the story becomes more complex.
NXT
US$101.47
Nextpower
7D
-1.7%
1Y
67.5%
ST
US$46.23
Sensata Technologies Holding
7D
-0.9%
1Y
45.2%
Narrative Update • Jul 31

ST: Aerospace Electrification And Buybacks Will Support Balanced Forward Return Profile

Analysts have nudged their price target for Sensata Technologies Holding higher to about $52.73 from roughly $51.08, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E, which collectively support a modestly stronger outlook for the stock. What’s in the News for Sensata Technologies Holding Sensata Technologies expanded its aerospace motor portfolio into flight control actuation and propulsion applications, showcasing high power density motor solutions at Farnborough Airshow 2026.
HUBB
US$511.39
Hubbell
7D
-0.5%
1Y
19.6%
Narrative Update • Jul 29

HUBB: NSI Integration And Capital Returns Will Support Future Stock Performance

Hubbell's analyst price target has moved from $605 to $630, as analysts point to adjusted assumptions for fair value, growth, profitability and future P/E that align with recent upward revisions from firms such as Stephens and Barclays. Analyst Commentary Recent research updates on Hubbell highlight a more optimistic tone from bullish analysts, who are recalibrating their fair value work to reflect revised assumptions for growth, profitability and future P/E multiples.
FAC
US$5.16
Factorial Energy
7D
-13.0%
1Y
-48.5%
Seeking Alpha • Jul 08

Factorial Energy: Buy This Speculative Solid-State Battery Story

Summary I recommend a speculative buy on Factorial Energy Inc. (FAC) due to attractive risk/reward at near-SPAC valuation despite high risk. FAC has achieved significant OEM validation, delivering high-density solid-state battery cells and demonstrating superior EV range and charging benchmarks. FEST technology’s retrofit compatibility with existing manufacturing lines lowers adoption hurdles and capital needs, supporting commercial scalability. Key risks include lack of recognized revenue, unfinalized product design, and potential manufacturing scale-up challenges requiring additional capital. Read the full article on Seeking Alpha