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U.S. Electrical Components Industry Analysis

UpdatedJul 06, 2026
DataAggregated Company Financials
Companies109
  • 7D-2.5%
  • 3M13.7%
  • 1Y37.2%
  • YTDn/a

Over the last 7 days, the Electrical Components industry has dropped 2.5%, driven by pullbacks in Vicor and Eaton of 23% and 2.4%, respectively. Over the past 12 months, the industry was up 37%. 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
Mon, 06 Jul 2026US$628.3bUS$127.5bUS$11.8b42.7x53.1x4.9x
Wed, 03 Jun 2026US$652.8bUS$127.4bUS$11.9b40.7x54.9x5.1x
Fri, 01 May 2026US$622.4bUS$125.9bUS$11.4b36.4x54.5x4.9x
Sun, 29 Mar 2026US$539.7bUS$124.8bUS$11.2b32.4x48.3x4.3x
Tue, 24 Feb 2026US$579.0bUS$124.4bUS$7.6b35.3x75.9x4.7x
Thu, 22 Jan 2026US$515.8bUS$121.4bUS$6.8b33.4x75.6x4.2x
Sat, 20 Dec 2025US$473.7bUS$121.2bUS$6.8b31.7x69.7x3.9x
Mon, 17 Nov 2025US$489.2bUS$121.4bUS$6.9b28.7x71x4x
Wed, 15 Oct 2025US$497.2bUS$118.2bUS$6.6b29.9x75.7x4.2x
Fri, 12 Sep 2025US$466.0bUS$118.0bUS$6.6b30.7x70.9x3.9x
Sun, 10 Aug 2025US$458.4bUS$117.7bUS$6.7b30.6x68.7x3.9x
Tue, 08 Jul 2025US$458.1bUS$115.5bUS$5.9b27.6x77.7x4x
Thu, 05 Jun 2025US$408.5bUS$115.3bUS$5.8b26.1x70x3.5x
Sat, 03 May 2025US$361.1bUS$114.9bUS$5.7b21.1x63.9x3.1x
Mon, 31 Mar 2025US$348.7bUS$114.4bUS$5.4b22.9x64.9x3x
Wed, 26 Feb 2025US$387.9bUS$114.4bUS$8.6b25.6x45.1x3.4x
Fri, 24 Jan 2025US$462.3bUS$114.7bUS$8.2b23.9x56.1x4x
Sun, 22 Dec 2024US$427.8bUS$114.6bUS$8.3b22.5x51.6x3.7x
Tue, 19 Nov 2024US$446.0bUS$114.1bUS$8.3b23.6x54.1x3.9x
Thu, 17 Oct 2024US$422.0bUS$115.1bUS$6.8b21.4x62.1x3.7x
Sat, 14 Sep 2024US$380.4bUS$115.2bUS$6.6b19x57.5x3.3x
Mon, 12 Aug 2024US$369.5bUS$115.2bUS$6.6b18.2x56.4x3.2x
Wed, 10 Jul 2024US$410.9bUS$121.4bUS$6.7b19.2x61.2x3.4x
Fri, 07 Jun 2024US$429.5bUS$124.0bUS$7.0b20.1x61.4x3.5x
Sun, 05 May 2024US$422.8bUS$124.9bUS$8.5b21x49.5x3.4x
Tue, 02 Apr 2024US$433.9bUS$123.8bUS$8.5b22.8x51.3x3.5x
Thu, 29 Feb 2024US$403.8bUS$125.8bUS$10.0b19.3x40.3x3.2x
Sat, 27 Jan 2024US$367.3bUS$124.6bUS$10.4b19.7x35.3x2.9x
Mon, 25 Dec 2023US$374.6bUS$124.7bUS$10.4b20.8x36.1x3x
Wed, 22 Nov 2023US$339.0bUS$124.4bUS$10.4b18.7x32.5x2.7x
Fri, 20 Oct 2023US$324.8bUS$129.7bUS$13.8b17.4x23.5x2.5x
Sun, 17 Sep 2023US$359.9bUS$129.8bUS$13.9b20.9x25.8x2.8x
Tue, 15 Aug 2023US$365.6bUS$130.5bUS$14.2b21x25.7x2.8x
Thu, 13 Jul 2023US$344.6bUS$116.7bUS$10.0b26.8x34.5x3x
Price to Earnings Ratio

34.5x


Total Market Cap: US$344.6bTotal Earnings: US$10.0bTotal Revenue: US$116.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Components Industry Price to Earnings3Y Average 55.3x202420252026
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 55.3x.
  • The 3-year average PS ratio of 3.6x 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 grown 5.8% 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 Market1.63%
Industrials-0.14%
Electrical0.42%
Electrical Components-2.49%
Heavy Electrical Equipment5.27%
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$318.473.7%
+US$4.4b		152.2%PE78.5x
ETN EatonUS$413.421.3%
+US$2.0b		15.3%PE40.2x
NXT NextpowerUS$115.033.9%
+US$656.7m		73.1%PE29.5x
SHLS Shoals Technologies GroupUS$9.957.1%
+US$110.7m		57.9%PE49.7x
PLUG Plug PowerUS$2.641.9%
+US$69.7m		92.7%PS5x

Latest News

GNRC
US$257.81
Generac Holdings
7D
-9.2%
1Y
73.8%
EMR
US$141.56
Emerson Electric
7D
-0.9%
1Y
2.3%
WBX
US$5.62
Wallbox
7D
48.7%
1Y
-0.5%
ENS
US$213.31
EnerSys
7D
-4.8%
1Y
142.0%
POWL
US$248.05
Powell Industries
7D
-11.8%
1Y
244.7%
VRT
US$318.47
Vertiv Holdings Co
7D
3.7%
1Y
152.2%
SHLS
US$9.95
Shoals Technologies Group
7D
7.1%
1Y
57.9%
NEOV
US$2.72
NeoVolta
7D
15.7%
1Y
-20.9%
New Narrative • Jul 02

Manufacturing Delays And FEOC Supply Risks Will Challenge Storage Ambitions Yet Long-Term Demand Should Support

Catalysts About NeoVolta NeoVolta develops and manufactures energy storage systems for residential, commercial and utility scale customers in the United States. What are the underlying business or industry changes driving this perspective?
NXT
US$115.03
Nextpower
7D
3.9%
1Y
73.1%
Narrative Update • Jul 02

NXT: Elevated P/E Will Persist As Storage Deals Outrun Earnings Power

Analysts have lifted their price target for Nextpower from about $89.95 to roughly $105.05, citing updated assumptions for revenue growth, profit margins and future P/E that feed into a higher fair value estimate despite a slightly higher discount rate. What’s in the News for Nextpower Nextpower agreed to acquire Prevalon Energy, a U.S. battery energy storage systems provider, to extend its business into energy storage, energy management software, and critical power infrastructure, with Prevalon contributing over 6 GWh of deployed storage and 1.3 GW of firm supply contracts supporting AI and hyperscaler data centers (source: company announcement).
AYI
US$354.23
Acuity
7D
-3.6%
1Y
15.4%
Narrative Update • Jul 02

AYI: AIS And Data Center Focus Will Shape Balanced Near Term Outlook

The analyst fair value estimate for Acuity has been raised from $295 to $358 as analysts factor in updated Q3 earnings, stronger margins, and a more constructive 12-month outlook highlighted in recent Street research. Analyst Commentary Recent Street research on Acuity reflects a mix of optimism and caution, with higher fair value estimates sitting alongside reminders that execution and growth are still under scrutiny.
VICR
US$285.34
Vicor
7D
-22.2%
1Y
528.6%
PLUG
US$2.64
Plug Power
7D
1.9%
1Y
92.7%
Narrative Update • Jul 01

PLUG: Project Quantum Leap And 2026 EBITDAS Goal Will Drive Repricing

Analysts have raised Plug Power price targets by roughly $1 across several firms, which has helped lift the updated fair value estimate to $6.83 as they factor in recent model revisions tied to cost reduction efforts and a different profit outlook. Analyst Commentary Recent research updates on Plug Power point to a cluster of higher price targets, even where overall ratings remain cautious.
NVT
US$156.89
nVent Electric
7D
-4.0%
1Y
110.6%
Narrative Update • Jun 30

NVT: AI Data Center Hype And Rich P/E Will Pressure Returns

Analysts have raised their fair value estimate for nVent Electric from $116.20 to $145.21, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E that support a higher price target range. What’s in the News for nVent Electric nVent Electric reports record sales, orders, and backlog tied to demand for AI data center infrastructure, particularly liquid cooling solutions, according to recent coverage.
HUBB
US$495.60
Hubbell
7D
-3.7%
1Y
20.0%
ETN
US$413.42
Eaton
7D
1.3%
1Y
15.3%
Narrative Update • Jun 26

ETN: AI Data Center Story Will Face Mobility Deal Execution Risks

Analysts have lifted their blended price target for Eaton to about $346 from roughly $329, reflecting updated views on its earnings power, margin profile and valuation multiples following a series of recent research revisions. Analyst Commentary Recent research updates on Eaton highlight a mix of optimism on the earnings and margin story alongside a more restrained tone from some corners of the Street.
ROK
US$482.87
Rockwell Automation
7D
0.1%
1Y
42.5%