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U.S. Electrical Components Industry Analysis

UpdatedFeb 15, 2026
DataAggregated Company Financials
Companies109
  • 7D2.6%
  • 3M21.0%
  • 1Y42.0%
  • YTDn/a

In the last week, the Electrical Components industry is up 2.6%, with Vertiv Holdings Co up 20%. In the same time, Emerson Electric was down 5.9%. In the last 12 months, the industry was up 42%. 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
Sun, 15 Feb 2026US$578.6bUS$124.5bUS$7.5b36.4x76.7x4.6x
Tue, 13 Jan 2026US$503.1bUS$121.4bUS$6.8b32.6x73.8x4.1x
Thu, 11 Dec 2025US$501.9bUS$121.2bUS$6.8b32.6x74x4.1x
Sat, 08 Nov 2025US$512.6bUS$121.3bUS$6.9b29.9x73.8x4.2x
Mon, 06 Oct 2025US$489.7bUS$118.2bUS$6.6b28.8x74.6x4.1x
Wed, 03 Sep 2025US$455.6bUS$118.0bUS$6.6b29.5x68.8x3.9x
Fri, 01 Aug 2025US$481.3bUS$116.4bUS$6.2b29.1x78x4.1x
Sun, 29 Jun 2025US$441.2bUS$115.5bUS$5.9b27.2x74.9x3.8x
Tue, 27 May 2025US$398.8bUS$115.3bUS$5.8b26.1x68.4x3.5x
Thu, 24 Apr 2025US$330.8bUS$114.9bUS$5.5b20.2x59.9x2.9x
Sat, 22 Mar 2025US$369.8bUS$114.4bUS$5.2b23.2x71x3.2x
Mon, 17 Feb 2025US$408.1bUS$114.5bUS$8.6b26.3x47.6x3.6x
Wed, 15 Jan 2025US$429.3bUS$114.7bUS$8.2b23.1x52x3.7x
Fri, 13 Dec 2024US$453.6bUS$114.6bUS$8.3b24x54.6x4x
Sun, 10 Nov 2024US$455.6bUS$115.4bUS$8.0b25.5x57.1x3.9x
Tue, 08 Oct 2024US$414.0bUS$115.1bUS$6.7b20.7x61.5x3.6x
Thu, 05 Sep 2024US$369.2bUS$115.2bUS$6.6b18.3x56.1x3.2x
Sat, 03 Aug 2024US$386.3bUS$116.0bUS$6.8b18x57x3.3x
Mon, 01 Jul 2024US$411.8bUS$123.9bUS$7.0b19.6x58.6x3.3x
Wed, 29 May 2024US$448.4bUS$124.0bUS$7.0b23.9x64.2x3.6x
Fri, 26 Apr 2024US$419.1bUS$124.0bUS$8.4b21.2x50x3.4x
Sun, 24 Mar 2024US$432.7bUS$124.0bUS$8.5b22.2x50.8x3.5x
Tue, 20 Feb 2024US$399.2bUS$125.8bUS$10.3b19.7x38.9x3.2x
Thu, 18 Jan 2024US$354.9bUS$124.6bUS$10.4b18.9x34.1x2.8x
Sat, 16 Dec 2023US$371.8bUS$124.7bUS$10.4b20.7x35.8x3x
Mon, 13 Nov 2023US$324.7bUS$125.7bUS$11.2b17.9x29.1x2.6x
Wed, 11 Oct 2023US$348.1bUS$129.7bUS$13.8b19.2x25.1x2.7x
Fri, 08 Sep 2023US$372.6bUS$129.9bUS$13.9b21.3x26.8x2.9x
Sun, 06 Aug 2023US$369.2bUS$129.9bUS$14.4b22.4x25.7x2.8x
Tue, 04 Jul 2023US$341.3bUS$116.7bUS$10.0b26.5x34.2x2.9x
Thu, 01 Jun 2023US$298.0bUS$116.8bUS$9.9b22.7x30.1x2.6x
Sat, 29 Apr 2023US$289.4bUS$114.9bUS$10.0b17.9x28.9x2.5x
Mon, 27 Mar 2023US$289.0bUS$114.0bUS$9.9b18.8x29.3x2.5x
Wed, 22 Feb 2023US$303.3bUS$112.7bUS$9.4b20.5x32.3x2.7x
Price to Earnings Ratio

32.3x


Total Market Cap: US$303.3bTotal Earnings: US$9.4bTotal Revenue: US$112.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Components Industry Price to Earnings3Y Average 52.1x202420252026
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 76.0x which is higher than its 3-year average PE of 52.1x.
  • The 3-year average PS ratio of 3.4x is lower than the industry's current PS ratio of 4.6x.
Past Earnings Growth
  • The earnings for companies in the Electrical Components and Equipment industry have declined 7.0% per year over the last three years.
  • Meanwhile revenues for these companies have grown 3.3% per year.
  • This means that although more sales are being generated, 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 Market-1.34%
Industrials0.20%
Electrical2.24%
Electrical Components2.57%
Heavy Electrical Equipment1.56%
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$234.5319.9%
+US$15.0b		117.1%PE67.3x
ETN EatonUS$389.254.1%
+US$6.0b		25.9%PE37x
GNRC Generac HoldingsUS$224.4522.3%
+US$2.4b		52.8%PE82.5x
HUBB HubbellUS$524.124.0%
+US$1.1b		34.3%PE31.5x
RRX Regal RexnordUS$220.194.0%
+US$557.1m		60.5%PE52.3x

Latest News

ROK
US$394.37
Rockwell Automation
7D
-5.0%
1Y
34.0%
AME
US$229.76
AMETEK
7D
-0.9%
1Y
25.2%
EMR
US$148.13
Emerson Electric
7D
-5.9%
1Y
20.1%
ETN
US$389.25
Eaton
7D
4.1%
1Y
25.9%
AYI
US$305.50
Acuity
7D
-7.0%
1Y
-7.2%
VRT
US$234.53
Vertiv Holdings Co
7D
19.9%
1Y
117.1%

New Forecasts: Here's What Analysts Think The Future Holds For Vertiv Holdings Co (NYSE:VRT)

Feb 13
New Forecasts: Here's What Analysts Think The Future Holds For Vertiv Holdings Co (NYSE:VRT)
GNRC
US$224.45
Generac Holdings
7D
22.3%
1Y
52.8%
RRX
US$220.19
Regal Rexnord
7D
4.0%
1Y
60.5%
HUBB
US$524.12
Hubbell
7D
4.0%
1Y
34.3%
EOSE
US$11.10
Eos Energy Enterprises
7D
-9.8%
1Y
126.5%
AMSC
US$34.26
American Superconductor
7D
21.6%
1Y
9.9%
ENS
US$179.20
EnerSys
7D
4.1%
1Y
80.4%

ENS: Buybacks And Higher Margins Will Shape Future Cash Returns And Outlook

Analysts have raised their price target on EnerSys from about $174.60 to roughly $188.10, citing updated assumptions that include a slightly lower discount rate, a revised outlook for revenue growth, higher expected profit margins, and a modestly lower future P/E multiple. What's in the News EnerSys reported that from September 29, 2025 to December 28, 2025, it repurchased 671,733 shares, representing 1.81% of shares, for $85.89 million under its existing buyback program (Key Developments).
AMPX
US$9.97
Amprius Technologies
7D
-18.5%
1Y
194.1%

AMPX: Drone Demand And 2026 Top Pick Status Will Drive Repricing

Analysts have nudged their fair value estimate for Amprius Technologies higher to about US$17.57 from roughly US$17.17. They point to recent bullish coverage, including a 2026 Top Pick call and supportive views on the company’s positioning in drones and potential market share gains.
TE
US$6.12
T1 Energy
7D
-26.0%
1Y
197.1%
ST
US$36.88
Sensata Technologies Holding
7D
2.5%
1Y
24.8%

ST: Higher Multiple Assumptions And Margin Pressure Will Limit Future Upside

Analysts have maintained their fair value estimate for Sensata Technologies Holding at $32.00. Updated assumptions regarding revenue growth, profit margins, the discount rate, and the anticipated future P/E ratio inform the latest price target rationale.
NXT
US$116.44
Nextpower
7D
-4.1%
1Y
146.2%

Nextpower Inc. (NASDAQ:NXT) Stock Rockets 29% As Investors Are Less Pessimistic Than Expected

Feb 04
Nextpower Inc. (NASDAQ:NXT) Stock Rockets 29% As Investors Are Less Pessimistic Than Expected