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U.S. Electrical Components Industry Analysis

UpdatedSep 01, 2026
DataAggregated Company Financials
Companies112
  • 7D-1.8%
  • 3M-12.6%
  • 1Y28.2%
  • YTDn/a

Over the last 7 days, the Electrical Components industry has dropped 1.8%, driven by pullbacks in Emerson Electric and Eaton of 3.3% and 1.7%, respectively. This takes the industry's 12 month performance to a gain of 28%. 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
Wed, 02 Sep 2026US$590.9bUS$133.7bUS$12.3b34.3x48.1x4.4x
Fri, 31 Jul 2026US$561.9bUS$128.5bUS$12.1b38.3x46.3x4.4x
Sun, 28 Jun 2026US$644.2bUS$127.5bUS$11.8b39.6x54.5x5.1x
Tue, 26 May 2026US$639.5bUS$128.0bUS$11.9b41.6x53.6x5x
Thu, 23 Apr 2026US$626.9bUS$125.8bUS$11.4b35.7x55.1x5x
Sat, 21 Mar 2026US$554.7bUS$124.8bUS$11.2b31.2x49.4x4.4x
Mon, 16 Feb 2026US$578.6bUS$124.5bUS$7.5b36.4x76.7x4.6x
Wed, 14 Jan 2026US$508.9bUS$121.4bUS$6.8b32.9x74.6x4.2x
Fri, 12 Dec 2025US$512.3bUS$121.2bUS$6.8b33.1x75.6x4.2x
Sun, 09 Nov 2025US$509.2bUS$121.3bUS$7.0b29.9x72.4x4.2x
Tue, 07 Oct 2025US$489.7bUS$118.2bUS$6.6b28.4x74.6x4.1x
Thu, 04 Sep 2025US$450.1bUS$118.0bUS$6.6b29.1x67.9x3.8x
Sat, 02 Aug 2025US$482.1bUS$116.4bUS$6.3b28.3x76.8x4.1x
Mon, 30 Jun 2025US$441.2bUS$115.5bUS$5.9b27.2x74.9x3.8x
Wed, 28 May 2025US$398.8bUS$115.3bUS$5.8b26.7x68.3x3.5x
Fri, 25 Apr 2025US$338.0bUS$114.9bUS$5.5b20.9x61.2x2.9x
Sun, 23 Mar 2025US$369.6bUS$114.4bUS$5.2b23.2x71x3.2x
Tue, 18 Feb 2025US$408.1bUS$114.5bUS$8.6b26.3x47.6x3.6x
Thu, 16 Jan 2025US$429.3bUS$114.7bUS$8.2b23.2x52x3.7x
Sat, 14 Dec 2024US$451.7bUS$114.6bUS$8.3b23.8x54.4x3.9x
Mon, 11 Nov 2024US$455.5bUS$115.4bUS$8.0b25.5x57.1x3.9x
Wed, 09 Oct 2024US$416.9bUS$115.1bUS$6.7b20.4x62x3.6x
Fri, 06 Sep 2024US$367.5bUS$115.2bUS$6.6b18.1x55.5x3.2x
Sun, 04 Aug 2024US$367.5bUS$116.0bUS$6.8b18x54.2x3.2x
Tue, 02 Jul 2024US$411.8bUS$123.9bUS$7.0b19.3x58.6x3.3x
Thu, 30 May 2024US$442.2bUS$124.0bUS$7.0b23.5x63.3x3.6x
Sat, 27 Apr 2024US$425.6bUS$124.0bUS$8.4b21.8x50.8x3.4x
Mon, 25 Mar 2024US$432.7bUS$124.0bUS$8.5b22.2x50.7x3.5x
Wed, 21 Feb 2024US$394.5bUS$125.8bUS$10.3b19.9x38.5x3.1x
Fri, 19 Jan 2024US$359.0bUS$124.6bUS$10.4b19.4x34.5x2.9x
Sun, 17 Dec 2023US$371.8bUS$124.7bUS$10.4b20.7x35.8x3x
Tue, 14 Nov 2023US$326.0bUS$125.7bUS$11.2b18x29.2x2.6x
Thu, 12 Oct 2023US$352.4bUS$129.7bUS$13.8b19.5x25.5x2.7x
Sat, 09 Sep 2023US$372.5bUS$129.9bUS$13.9b21.6x26.7x2.9x
Price to Earnings Ratio

26.7x


Total Market Cap: US$372.5bTotal Earnings: US$13.9bTotal Revenue: US$129.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Components Industry Price to Earnings3Y Average 56.4x202420252026
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 48.1x which is lower than its 3-year average PE of 56.4x.
  • The 3-year average PS ratio of 3.7x is lower than the industry's current PS ratio of 4.4x.
Past Earnings Growth
  • The earnings for companies in the Electrical Components and Equipment industry have declined 4.1% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, 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 Market0.071%
Industrials-2.14%
Electrical-2.37%
Electrical Components-1.76%
Heavy Electrical Equipment-3.41%
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$255.970.09%
+US$84.7m		106.4%PE56.9x
HYLN Hyliion HoldingsUS$3.425.6%
+US$32.1m		112.4%PS66.1x
FOIL Londian Wason New Energy TechUS$22.481.3%
+US$22.7m		n/aPE610.7x
ADSE ADS-TEC EnergyUS$11.601.8%
+US$15.0m		2.3%PS23.8x
NEOV NeoVoltaUS$3.657.7%
+US$14.3m		3.7%PS11.1x

Latest News

EAF
US$7.11
GrafTech International
7D
6.1%
1Y
-25.9%
EMR
US$147.63
Emerson Electric
7D
-4.7%
1Y
12.4%
Seeking Alpha • 10h

Emerson Electric: A Better Business, But Not Yet A Cheap Stock

Summary Emerson has strategically shifted toward higher value-added automation and software, enhancing profitability despite modest topline growth. Divestiture of Climate Technologies and acquisition of National Instruments, along with increased AspenTech ownership, have reshaped EMR's business mix. Management projects mid-single-digit revenue growth and 10% EPS growth, driven by margin expansion and potential share buybacks. Recent financials show strong software and systems growth, particularly in Test & Measurement, with the potential to maintain this stronger pace going forward. Read the full article on Seeking Alpha
AME
US$231.32
AMETEK
7D
-4.3%
1Y
25.2%
Seeking Alpha • 17h

Ametek: The Quiet Control Layer Behind The Next Industrial Investment Cycle

Summary AMETEK is well-positioned to capitalize on increased complexity across AI, semiconductor, aerospace, utilities, and medtech infrastructure. The $5B Indicor Instrumentation acquisition boosts aftermarket revenue, enhances earnings durability, and offers significant synergy potential with manageable integration risk. AME trades at a premium (~29x pre-acquisition guidance), justified by niche leadership, diversified end markets, strong cash flow, and a repeatable acquisition model. I recommend a Buy rating, as upside is driven by EPS growth, not multiple expansion, with execution on integration and organic demand as key catalysts. Read the full article on Seeking Alpha
HYLN
US$3.42
Hyliion Holdings
7D
5.6%
1Y
112.4%
ROK
US$417.53
Rockwell Automation
7D
-2.8%
1Y
23.6%
ETN
US$390.71
Eaton
7D
-4.5%
1Y
13.7%
New Narrative • Aug 29

"Grid-to-Chip: How Eaton Controls the Physical Bottlenecks of AI Data Centers"

Eaton Corporation (NYSE: ETN): Investment Thesis and Valuation Report at the Intersection of Physical Artificial Intelligence, Voltage Cascades, and Megaprojects Executive Summary and the Anatomy of Corporate Transformation Global heavy industry and power management giant Eaton Corporation (NYSE: ETN) has undergone an unprecedented corporate transformation over the past twenty-four months, rising from a traditional industrial component manufacturer to the undisputed architect of a trillion-dollar Physical AI infrastructure ecosystem. This research report synthesizes the company's financial statements, balance sheet calls, and industrial physical bottlenecks to offer an internal valuation model based on engineering realities, going beyond Wall Street's superficial multiplier analyses.
VICR
US$175.99
Vicor
7D
-9.6%
1Y
248.7%
GNRC
US$181.42
Generac Holdings
7D
-10.1%
1Y
1.1%
FTCI
US$2.30
FTC Solar
7D
15.6%
1Y
-62.5%
VRT
US$255.97
Vertiv Holdings Co
7D
0.09%
1Y
106.4%
Seeking Alpha • Aug 27

Vertiv: AI's Physical Bottleneck Is Expanding Its Value Per Megawatt

Summary Vertiv is rated 'Buy' due to its integrated portfolio addressing critical power, cooling, and infrastructure needs in AI-driven data centers. VRT's co-design capabilities and expanding service offerings position it to capture increasing content per megawatt and recurring high-margin revenue. Management targets 20–22% organic sales CAGR and 27%+ operating margin by 2030, with sales potentially reaching $25–28 billion. Despite a premium valuation (~38x earnings), operational leverage, backlog, and execution on capacity expansion underpin a compelling long-term growth thesis. Read the full article on Seeking Alpha
NVT
US$147.30
nVent Electric
7D
-2.8%
1Y
64.6%
Narrative Update • Aug 25

NVT: AI Data Center Expansion And Maverick Deal Will Drive Future Upside

Analysts have lifted their fair value estimate for nVent Electric from $220 to $240, citing updated assumptions on discount rates, revenue growth, profit margins, and future P/E that modestly adjust their long term outlook for the stock. What’s in the News for nVent Electric nVent Electric plc agreed to acquire Maverick Power for US$1.75 billion, with a potential additional cash payment of up to US$550 million tied to Maverick’s performance targets in 2027 and 2028.
HUBB
US$443.31
Hubbell
7D
-4.5%
1Y
3.1%
NEOV
US$3.65
NeoVolta
7D
7.7%
1Y
3.7%
Narrative Update • Aug 14

NEOV: Pendergrass Joint Venture Repositioning Will Drive Future Utility Scale Upside

Analysts have lifted their average price target for NeoVolta from about $8.00 to roughly $9.75. They point to the company's shift toward utility-scale battery energy storage through joint ventures and new production capacity as key drivers behind the updated assumptions for fair value, discount rate, revenue growth, profit margins, and future P/E.
FOIL
US$22.48
Londian Wason New Energy Tech
7D
1.3%
1Y
n/a
CBAT
US$1.03
CBAK Energy Technology
7D
8.4%
1Y
12.8%
ADSE
US$11.60
ADS-TEC Energy
7D
1.8%
1Y
2.3%