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U.S. Electrical Components Industry Analysis

UpdatedJul 24, 2026
DataAggregated Company Financials
Companies108
  • 7D2.4%
  • 3M-1.6%
  • 1Y32.5%
  • YTDn/a

Over the last 7 days, the Electrical Components industry has dropped 1.0%, driven by a pullback from Rockwell Automation of 1.7%. This takes the industry's 12 month performance to a gain of 31%. As for the next few years, earnings are expected to grow by 19% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 24 Jul 2026US$620.7bUS$127.5bUS$11.9b40.1x52.3x4.9x
Sun, 21 Jun 2026US$676.8bUS$127.4bUS$11.8b41.1x57.5x5.3x
Tue, 19 May 2026US$659.8bUS$127.9bUS$12.0b36.5x55.1x5.2x
Thu, 16 Apr 2026US$618.7bUS$125.1bUS$11.2b35.6x55.5x4.9x
Sat, 14 Mar 2026US$549.2bUS$124.8bUS$11.3b32.2x48.6x4.4x
Mon, 09 Feb 2026US$574.3bUS$124.9bUS$7.4b36.5x77.4x4.6x
Wed, 07 Jan 2026US$503.6bUS$121.3bUS$6.8b32.9x74x4.2x
Fri, 05 Dec 2025US$497.1bUS$121.2bUS$6.8b32.4x73.6x4.1x
Sun, 02 Nov 2025US$528.6bUS$119.6bUS$6.7b31.7x78.8x4.4x
Tue, 30 Sep 2025US$469.6bUS$118.0bUS$6.6b29.2x71.5x4x
Thu, 28 Aug 2025US$461.5bUS$118.0bUS$6.6b30.2x69.8x3.9x
Sat, 26 Jul 2025US$475.9bUS$115.5bUS$5.9b28.2x80.2x4.1x
Mon, 23 Jun 2025US$419.6bUS$115.3bUS$5.9b26.5x71x3.6x
Wed, 21 May 2025US$409.2bUS$115.2bUS$5.8b26x70.7x3.6x
Fri, 18 Apr 2025US$327.9bUS$114.5bUS$5.4b20.5x61.2x2.9x
Sun, 16 Mar 2025US$367.9bUS$114.4bUS$5.2b23.6x71.2x3.2x
Tue, 11 Feb 2025US$412.8bUS$114.1bUS$8.4b26.8x49x3.6x
Thu, 09 Jan 2025US$435.9bUS$114.6bUS$8.2b23.1x52.9x3.8x
Sat, 07 Dec 2024US$464.5bUS$114.6bUS$8.3b24x55.9x4.1x
Mon, 04 Nov 2024US$415.1bUS$116.3bUS$7.1b19.5x58.3x3.6x
Wed, 02 Oct 2024US$409.5bUS$115.1bUS$6.7b20.3x60.9x3.6x
Fri, 30 Aug 2024US$378.3bUS$115.2bUS$6.6b19.2x57.6x3.3x
Sun, 28 Jul 2024US$407.4bUS$121.6bUS$6.8b20.2x60.1x3.3x
Tue, 25 Jun 2024US$416.5bUS$124.0bUS$7.0b19.5x59.3x3.4x
Thu, 23 May 2024US$439.4bUS$125.2bUS$8.6b22x51x3.5x
Sat, 20 Apr 2024US$414.4bUS$123.9bUS$8.5b20.2x48.7x3.3x
Mon, 18 Mar 2024US$414.9bUS$124.0bUS$8.5b21x48.8x3.3x
Wed, 14 Feb 2024US$392.9bUS$126.7bUS$10.4b19.3x37.6x3.1x
Fri, 12 Jan 2024US$364.9bUS$124.6bUS$10.4b19.2x35.1x2.9x
Sun, 10 Dec 2023US$343.9bUS$124.7bUS$10.4b19.5x33.1x2.8x
Tue, 07 Nov 2023US$328.7bUS$131.4bUS$12.3b17.8x26.8x2.5x
Thu, 05 Oct 2023US$343.7bUS$129.7bUS$13.8b18.8x24.8x2.6x
Sat, 02 Sep 2023US$377.2bUS$129.8bUS$14.0b21.7x27x2.9x
Mon, 31 Jul 2023US$346.3bUS$116.9bUS$10.0b26.3x34.8x3x
Price to Earnings Ratio

34.8x


Total Market Cap: US$346.3bTotal Earnings: US$10.0bTotal Revenue: US$116.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Components Industry Price to Earnings3Y Average 55.6x202420252026
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 52.4x which is lower than its 3-year average PE of 55.6x.
  • 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 grown 6.0% per year over the last three years.
  • Revenues for these companies have grown 2.9% 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-1.98%
Industrials0.90%
Electrical1.86%
Electrical Components2.44%
Heavy Electrical Equipment0.86%
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
ETN EatonUS$415.134.8%
+US$7.3b		7.9%PE40.4x
VRT Vertiv Holdings CoUS$304.043.4%
+US$3.8b		132.3%PE74.9x
EMR Emerson ElectricUS$144.904.2%
+US$3.3b		-1.3%PE33.3x
AME AMETEKUS$241.141.6%
+US$880.1m		34.2%PE36.2x
NVT nVent ElectricUS$158.783.3%
+US$829.6m		106.0%PE53.3x

Latest News

EOSE
US$3.72
Eos Energy Enterprises
7D
-9.9%
1Y
-41.6%
GNRC
US$210.50
Generac Holdings
7D
-2.3%
1Y
37.2%
Seeking Alpha • Jul 22

Generac: The AI Story Is Already Priced In

Summary Generac Holdings is transitioning from residential generators to a power solutions provider, with Commercial & Industrial (C&I) now the primary growth driver. Management guides for mid-teens revenue growth and gradual margin expansion, targeting $6.4 billion in revenue by 2028, underpinned by strong data center demand. The C&I segment is expected to grow 20-25% annually through 2028 but operates at lower margins than residential. Modest margin improvement is anticipated as scale increases. I assign a Hold rating as the current valuation (forward P/E ~30x) already reflects much of the anticipated growth and operational improvements. Read the full article on Seeking Alpha
POWL
US$242.47
Powell Industries
7D
2.8%
1Y
202.9%
Seeking Alpha • Jul 22

Powell Industries Q3 Preview: Good Time To Add Before Earnings (Rating Upgrade)

Summary Powell Industries shares dropped 22%, creating a compelling re-entry point given robust backlog and AI-driven demand. Q3 expectations include $1.49 adjusted EPS on $316.9 million revenue, with potential for a double beat as backlog and new orders surge. Backlog strength, especially from data center projects, is a key growth driver; Q3 backlog could exceed $2.2 billion with new orders possibly near triple-digit y/y growth. I am buying more POWL after the recent dip, viewing AI-related fears as overblown and expecting further upside as margin and revenue mix improve. Read the full article on Seeking Alpha
RUN
US$10.38
Sunrun
7D
-14.5%
1Y
-1.9%
Narrative Update • Jul 22

RUN: Grid Services And AI Compute Initiatives Will Drive Future Cash Generation

Analysts trimmed their Sunrun fair value estimate to about $18.84 from roughly $19.67, reflecting slightly higher risk assumptions, more tempered revenue growth expectations, and a lower future P/E, partly offset by improved profit margin assumptions and recent commentary around Sunrun's data center and virtual power plant initiatives. Analyst Commentary Recent Street research on Sunrun reflects a mix of optimism around new growth avenues and caution about execution risk and sector headwinds.
ROK
US$460.65
Rockwell Automation
7D
-1.7%
1Y
29.0%
FCEL
US$23.30
FuelCell Energy
7D
35.0%
1Y
311.7%
VRT
US$304.04
Vertiv Holdings Co
7D
3.4%
1Y
132.3%
ETN
US$415.13
Eaton
7D
4.8%
1Y
7.9%
NVT
US$158.78
nVent Electric
7D
3.3%
1Y
106.0%
AME
US$241.14
AMETEK
7D
1.6%
1Y
34.2%
EMR
US$144.90
Emerson Electric
7D
4.2%
1Y
-1.3%
AYI
US$326.97
Acuity
7D
-3.9%
1Y
10.0%
Narrative Update • Jul 16

AYI: AIS And Data Center Execution Will Drive Future Upside

Acuity's updated analyst price target of about $398, up from roughly $353, reflects analysts incorporating recent earnings updates, stronger margin expectations, slightly higher modeled revenue growth, and modestly higher future P/E assumptions following a series of price target increases from major research firms. Analyst Commentary Street research on Acuity points to a mix of optimism around execution and margins, balanced by caution on growth visibility and the recent share move.
SHLS
US$9.89
Shoals Technologies Group
7D
-6.1%
1Y
76.3%
HUBB
US$488.38
Hubbell
7D
1.3%
1Y
11.6%
ARRY
US$5.63
Array Technologies
7D
-10.0%
1Y
-15.8%
NXT
US$104.49
Nextpower
7D
-2.2%
1Y
64.8%