Narrative Update • May 24

Over the last 7 days, the Electrical Components industry has risen 5.7%, driven by gains from Eaton of 7.0%. In the last 12 months, the industry was up 61%. As for the next few years, earnings are expected to grow by 19% per annum.
Has the U.S. Electrical Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 28 May 2026 | US$654.8b | US$128.0b | US$11.9b | 43.1x | 54.9x | 5.1x |
| Sat, 25 Apr 2026 | US$642.8b | US$125.8b | US$11.4b | 36.1x | 56.5x | 5.1x |
| Mon, 23 Mar 2026 | US$541.4b | US$124.8b | US$11.2b | 31.2x | 48.2x | 4.3x |
| Wed, 18 Feb 2026 | US$579.3b | US$124.5b | US$7.5b | 36.3x | 76.8x | 4.7x |
| Fri, 16 Jan 2026 | US$512.6b | US$121.4b | US$6.8b | 33x | 75.2x | 4.2x |
| Sun, 14 Dec 2025 | US$491.8b | US$121.2b | US$6.8b | 32.2x | 72.5x | 4.1x |
| Tue, 11 Nov 2025 | US$509.7b | US$121.4b | US$7.0b | 30.2x | 72.3x | 4.2x |
| Thu, 09 Oct 2025 | US$484.9b | US$118.2b | US$6.6b | 28.7x | 73.9x | 4.1x |
| Sat, 06 Sep 2025 | US$456.1b | US$118.0b | US$6.6b | 29.8x | 68.8x | 3.9x |
| Mon, 04 Aug 2025 | US$474.2b | US$116.7b | US$6.3b | 28.3x | 75.4x | 4.1x |
| Wed, 02 Jul 2025 | US$441.8b | US$115.5b | US$5.9b | 28.3x | 75x | 3.8x |
| Fri, 30 May 2025 | US$405.9b | US$115.3b | US$5.8b | 26.5x | 69.5x | 3.5x |
| Sun, 27 Apr 2025 | US$354.9b | US$114.9b | US$5.5b | 20.7x | 64.2x | 3.1x |
| Tue, 25 Mar 2025 | US$369.6b | US$114.4b | US$5.2b | 23.6x | 71x | 3.2x |
| Thu, 20 Feb 2025 | US$408.8b | US$114.5b | US$8.6b | 26.4x | 47.7x | 3.6x |
| Sat, 18 Jan 2025 | US$437.6b | US$114.7b | US$8.2b | 23.5x | 53.1x | 3.8x |
| Mon, 16 Dec 2024 | US$448.4b | US$114.6b | US$8.3b | 23.8x | 54x | 3.9x |
| Wed, 13 Nov 2024 | US$461.4b | US$115.4b | US$8.0b | 26.2x | 57.8x | 4x |
| Fri, 11 Oct 2024 | US$418.9b | US$115.1b | US$6.7b | 20.8x | 62.3x | 3.6x |
| Sun, 08 Sep 2024 | US$359.2b | US$115.2b | US$6.6b | 17.8x | 54.2x | 3.1x |
| Tue, 06 Aug 2024 | US$367.5b | US$116.0b | US$6.8b | 17.2x | 54.2x | 3.2x |
| Thu, 04 Jul 2024 | US$416.2b | US$123.9b | US$7.0b | 19.4x | 59.2x | 3.4x |
| Sat, 01 Jun 2024 | US$438.7b | US$124.0b | US$7.0b | 21.6x | 62.7x | 3.5x |
| Mon, 29 Apr 2024 | US$425.6b | US$124.0b | US$8.4b | 21.8x | 50.8x | 3.4x |
| Wed, 27 Mar 2024 | US$428.3b | US$124.0b | US$8.5b | 21.9x | 50.5x | 3.5x |
| Fri, 23 Feb 2024 | US$392.8b | US$125.9b | US$10.0b | 19.4x | 39.3x | 3.1x |
| Sun, 21 Jan 2024 | US$361.5b | US$124.6b | US$10.4b | 19.1x | 34.7x | 2.9x |
| Tue, 19 Dec 2023 | US$371.8b | US$124.7b | US$10.4b | 20.5x | 35.8x | 3x |
| Thu, 16 Nov 2023 | US$338.3b | US$125.7b | US$11.1b | 19.5x | 30.4x | 2.7x |
| Sat, 14 Oct 2023 | US$339.3b | US$129.7b | US$13.8b | 18.3x | 24.5x | 2.6x |
| Mon, 11 Sep 2023 | US$364.9b | US$129.9b | US$13.9b | 21.6x | 26.2x | 2.8x |
| Wed, 09 Aug 2023 | US$372.7b | US$129.8b | US$14.3b | 22.9x | 26x | 2.9x |
| Fri, 07 Jul 2023 | US$331.2b | US$116.7b | US$10.0b | 25.7x | 33.2x | 2.8x |
| Sun, 04 Jun 2023 | US$312.3b | US$116.8b | US$9.8b | 24.8x | 31.9x | 2.7x |
31.9x
How does U.S. Electrical Components compare with similar industries?
| US Market | 1.27% | |
| Industrials | 2.40% | |
| Electrical | 4.10% | |
| Electrical Components | 5.68% | |
| Heavy Electrical Equipment | 1.67% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ETN Eaton | US$406.37 | 7.0% +US$10.4b | 24.8% | PE39.6x | |
| EMR Emerson Electric | US$139.72 | 5.2% +US$3.8b | 16.7% | PE32.1x | |
| VICR Vicor | US$345.84 | 30.9% +US$3.7b | 717.2% | PE115.3x | |
| ROK Rockwell Automation | US$456.08 | 4.6% +US$2.2b | 46.0% | PE46.7x | |
| GNRC Generac Holdings | US$280.53 | 14.4% +US$2.1b | 125.2% | PE87.4x |