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U.S. Electrical Components Industry Analysis

UpdatedMar 11, 2026
DataAggregated Company Financials
Companies107
  • 7D0.7%
  • 3M9.8%
  • 1Y55.5%
  • YTDn/a

Over the last 7 days, the Electrical Components industry has dropped 5.0%, driven by a pullback from Emerson Electric of 4.4%. On the other hand Vertiv Holdings Co is actually up 10%. Over the past 12 months, the industry was up 54%. Looking forward, earnings are forecast to grow by 16% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 11 Mar 2026US$559.0bUS$124.8bUS$11.3b34.2x49.5x4.5x
Fri, 06 Feb 2026US$559.5bUS$124.3bUS$7.2b34.8x78x4.5x
Sun, 04 Jan 2026US$499.2bUS$121.3bUS$6.8b32.4x73.4x4.1x
Tue, 02 Dec 2025US$498.0bUS$121.2bUS$6.8b31.5x73.7x4.1x
Thu, 30 Oct 2025US$515.9bUS$119.1bUS$6.7b29.4x76.7x4.3x
Sat, 27 Sep 2025US$468.6bUS$118.0bUS$6.6b29.3x71.3x4x
Mon, 25 Aug 2025US$459.1bUS$117.9bUS$6.6b31.5x69.4x3.9x
Wed, 23 Jul 2025US$462.9bUS$115.5bUS$5.9b28.7x78.5x4x
Fri, 20 Jun 2025US$422.6bUS$115.3bUS$5.9b27.8x71.5x3.7x
Sun, 18 May 2025US$410.9bUS$115.3bUS$5.8b22.1x70.8x3.6x
Tue, 15 Apr 2025US$332.5bUS$114.5bUS$5.4b20.8x62x2.9x
Thu, 13 Mar 2025US$361.9bUS$114.4bUS$5.2b23.1x69.4x3.2x
Sat, 08 Feb 2025US$414.9bUS$114.2bUS$8.5b26.8x49.1x3.6x
Mon, 06 Jan 2025US$433.8bUS$114.6bUS$8.2b23.3x52.6x3.8x
Wed, 04 Dec 2024US$464.6bUS$114.6bUS$8.2b24.6x56.5x4.1x
Fri, 01 Nov 2024US$416.5bUS$116.2bUS$7.1b21.5x58.4x3.6x
Sun, 29 Sep 2024US$408.7bUS$115.1bUS$6.7b20.4x61.1x3.6x
Tue, 27 Aug 2024US$386.5bUS$115.2bUS$6.6b19.1x58.9x3.4x
Thu, 25 Jul 2024US$424.1bUS$121.4bUS$6.7b20.5x63.4x3.5x
Sat, 22 Jun 2024US$418.8bUS$124.0bUS$7.0b19.1x59.6x3.4x
Mon, 20 May 2024US$432.2bUS$125.2bUS$8.6b19.6x50.2x3.5x
Wed, 17 Apr 2024US$423.0bUS$123.9bUS$8.5b21.1x49.7x3.4x
Fri, 15 Mar 2024US$416.6bUS$124.0bUS$8.5b21.1x49.1x3.4x
Sun, 11 Feb 2024US$398.5bUS$126.7bUS$10.4b19.8x38.2x3.1x
Tue, 09 Jan 2024US$361.7bUS$124.6bUS$10.4b20x34.9x2.9x
Thu, 07 Dec 2023US$340.7bUS$124.7bUS$10.5b19x32.6x2.7x
Sat, 04 Nov 2023US$328.6bUS$131.4bUS$12.3b17.6x26.8x2.5x
Mon, 02 Oct 2023US$348.5bUS$129.8bUS$13.9b20.2x25.1x2.7x
Wed, 30 Aug 2023US$372.8bUS$129.8bUS$14.0b21.1x26.7x2.9x
Fri, 28 Jul 2023US$346.8bUS$116.7bUS$10.0b25.8x34.8x3x
Sun, 25 Jun 2023US$324.2bUS$116.8bUS$9.8b25.6x33.1x2.8x
Tue, 23 May 2023US$299.0bUS$116.7bUS$9.9b23.2x30.2x2.6x
Thu, 20 Apr 2023US$290.0bUS$114.1bUS$9.9b19.4x29.2x2.5x
Sat, 18 Mar 2023US$284.1bUS$113.8bUS$9.9b19.3x28.8x2.5x
Price to Earnings Ratio

28.8x


Total Market Cap: US$284.1bTotal Earnings: US$9.9bTotal Revenue: US$113.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Components Industry Price to Earnings3Y Average 52.8x202420252026
Current Industry PE
  • Investors are pessimistic on the American Electrical Components and Equipment industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 47.7x which is lower than its 3-year average PE of 52.8x.
  • The 3-year average PS ratio of 3.4x is lower than the industry's current PS ratio of 4.3x.
Past Earnings Growth
  • The earnings for companies in the Electrical Components and Equipment industry have grown 4.6% per year over the last three years.
  • Revenues for these companies have grown 3.1% 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-0.62%
Industrials-3.13%
Electrical0.43%
Electrical Components0.71%
Heavy Electrical Equipment-0.12%
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$270.0610.5%
+US$9.8b		224.9%PE77.5x
ETN EatonUS$361.061.5%
+US$2.1b		27.9%PE34.3x
NXT NextpowerUS$113.7312.4%
+US$1.9b		153.1%PE28.5x
AMPX Amprius TechnologiesUS$18.0054.8%
+US$948.8m		911.2%PS33.8x
TE T1 EnergyUS$7.9822.6%
+US$397.7m		446.6%PS5.4x

Latest News

NVT
US$109.13
nVent Electric
7D
-2.3%
1Y
99.5%
AME
US$226.30
AMETEK
7D
-3.8%
1Y
26.5%
AMPX
US$18.00
Amprius Technologies
7D
54.8%
1Y
911.2%

AMPX: Drone Demand And Capacity Expansion Will Drive Bullish Repricing

Analysts have lifted their price target on Amprius Technologies by about $1.70 to $19.25, citing stronger than expected Q4 results, improving profitability, and growing demand for its silicon anode battery technology across drones, satellites, light EVs, robotics, and eVTOL markets. Analyst Commentary Recent research notes cluster firmly on the optimistic side, with several firms moving price targets higher after Amprius Technologies reported Q4 results that came in ahead of expectations and delivered record quarterly revenue, triple digit year over year growth, and positive EBITDA for the first time.
RRX
US$201.40
Regal Rexnord
7D
-6.3%
1Y
69.9%

RRX: Higher Margin Outlook Will Offset AI Hardware Pressure Concerns

Our updated narrative price target for Regal Rexnord increases by about $4 to roughly $236, as analysts weigh stronger assumed profit margins against a slightly higher discount rate and a more moderate future P/E multiple, while also flagging potential AI related pressure on high margin hardware exposure. Analyst Commentary Recent Street research on Regal Rexnord centers on two themes: the reassessment of valuation after multiple price target changes, and the risk that AI-driven automation could pressure high-margin hardware economics over time.
VICR
US$175.80
Vicor
7D
-13.0%
1Y
251.0%
ROK
US$374.07
Rockwell Automation
7D
-6.1%
1Y
41.1%

ROK: Factory Digitization And Profitability Focus Will Support A More Optimistic Outlook

Analysts have nudged their fair value estimate for Rockwell Automation up from $490 to $495, citing updated assumptions around discount rate, revenue growth, profit margin, and future P/E. Together, these changes modestly shift their view of the stock’s risk and earnings profile.
RUN
US$12.15
Sunrun
7D
5.3%
1Y
75.3%

RUN: Asset Monetization And Cash Generation Will Support Post Incentive Equity Upside

Narrative Update on Sunrun The analyst price target in our model moves slightly lower from $22.74 to $22.20 as analysts temper revenue growth and profit margin assumptions and point to elevated valuation compared with peers, while also highlighting cash generation and asset monetization as key supports. Analyst Commentary Recent research on Sunrun is mixed, with some analysts encouraged by cash generation and asset monetization, while others focus on valuation risk and forecasting uncertainties.
VRT
US$270.06
Vertiv Holdings Co
7D
10.5%
1Y
224.9%

Vertiv Holdings Co (VRT): The Liquid Cooling Standard-Bearer – Entering the S&P 500 on March 23.

Vertiv Holdings Co (VRT) has officially achieved the institutional "gold standard," with S&P Dow Jones Indices announcing after the March 6, 2026, close that the company will join the S&P 500 prior to the opening of trading on Monday, March 23. This promotion follows a historic transformation from an industrial spin-off to a secular AI powerhouse, as the stock trades at $241.72 with a market capitalization of $92.5 billion.
ETN
US$361.06
Eaton
7D
1.5%
1Y
27.9%
HUBB
US$478.06
Hubbell
7D
-2.1%
1Y
40.4%

HUBB: Firmer AI Demand And 2026 Outlook Will Shape Future Returns

Analysts have nudged their price targets on Hubbell higher into the $465 to $515 range, pointing to updated estimates and a firmer demand outlook supported by artificial intelligence related orders, along with cautious expectations for 2026 guidance. Analyst Commentary Recent research has clustered price targets for Hubbell in the $465 to $515 range, with several bullish analysts pointing to refreshed estimates ahead of Q4 and early views on 2026 guidance.
GNRC
US$210.71
Generac Holdings
7D
-4.7%
1Y
60.4%
TE
US$7.98
T1 Energy
7D
22.6%
1Y
446.6%

TE: Future Returns Will Rely On Austin Cell Buildout And Domestic Content

Analysts have nudged their price target on T1 Energy to $10.50, reflecting refined assumptions around discount rate, revenue growth, profit margin and future P/E. Their overall valuation view remains broadly unchanged.
FLNC
US$16.88
Fluence Energy
7D
13.1%
1Y
213.8%

FLNC: Backlog Conversion And Margin Delivery Will Test Recently Raised Expectations

Analysts have nudged their fair value estimate for Fluence Energy higher to $9.0 from $8.0, citing recent price target revisions and an improved view of U.S. demand, along with adjustments to revenue growth, profit margin assumptions, discount rate, and future P/E expectations. Analyst Commentary Recent Street research on Fluence Energy reflects a mix of optimism and caution, with several firms adjusting price targets in both directions.
NXT
US$113.73
Nextpower
7D
12.4%
1Y
153.1%
POWL
US$529.54
Powell Industries
7D
3.6%
1Y
223.9%

Powell Industries Inc. (POWL): The Electrification Specialist – Powering Data Centers and LNG Megaprojects in 2026.

Powell Industries (POWL) is currently operating as a high-voltage leader in the electrical infrastructure space, trading at $511.12 as of the March 3, 2026, close. Despite a 4.0% intraday pullback today, the company remains one of the most explosive industrial stories of the decade, having surged from a small-cap niche player into a mid-cap powerhouse with a $6.3 billion market capitalization.
EMR
US$140.10
Emerson Electric
7D
-4.4%
1Y
26.5%

EMR: Higher Long Term Margins And P/E Framework Will Support Upside

We are lifting our analyst price target framework for Emerson Electric to $204, with analysts pointing to updated assumptions for revenue growth, profit margins and future P/E as key supports for the higher fair value view. Analyst Commentary Recent Street research around Emerson Electric reflects an active debate, but with a clear cluster of higher price targets from bullish analysts who are leaning into a stronger long term earnings and cash generation profile for the company.