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U.S. Electrical Components Industry Analysis

UpdatedMay 21, 2026
DataAggregated Company Financials
Companies110
  • 7D-7.7%
  • 3M6.9%
  • 1Y55.9%
  • YTDn/a

Over the last 7 days, the Electrical Components industry has dropped 7.8%, driven by a pullback from Vertiv Holdings Co of 15%. Meanwhile, Shoals Technologies Group actually outperformed within the industry, gaining 7.5% in the last week. This takes the industry's 12 month performance to a gain of 51%. 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
Thu, 21 May 2026US$610.7bUS$127.9bUS$12.0b40.8x51.1x4.8x
Sat, 18 Apr 2026US$601.3bUS$125.1bUS$11.2b35.8x53.9x4.8x
Mon, 16 Mar 2026US$547.7bUS$124.8bUS$11.3b32.2x48.5x4.4x
Wed, 11 Feb 2026US$570.4bUS$124.0bUS$7.4b35.9x77x4.6x
Fri, 09 Jan 2026US$501.2bUS$121.3bUS$6.8b31.7x73.7x4.1x
Sun, 07 Dec 2025US$505.6bUS$121.2bUS$6.8b32.4x74.6x4.2x
Tue, 04 Nov 2025US$528.7bUS$119.6bUS$6.7b31.1x78.9x4.4x
Thu, 02 Oct 2025US$481.2bUS$118.2bUS$6.6b29.4x73.3x4.1x
Sat, 30 Aug 2025US$465.5bUS$118.0bUS$6.6b29.9x70.4x3.9x
Mon, 28 Jul 2025US$484.7bUS$115.5bUS$5.9b28.2x81.6x4.2x
Wed, 25 Jun 2025US$431.1bUS$115.3bUS$5.9b26.9x72.9x3.7x
Fri, 23 May 2025US$398.5bUS$115.3bUS$5.8b26x68.4x3.5x
Sun, 20 Apr 2025US$329.5bUS$114.5bUS$5.4b20.5x61.5x2.9x
Tue, 18 Mar 2025US$367.9bUS$114.4bUS$5.2b23.8x70.6x3.2x
Thu, 13 Feb 2025US$418.0bUS$114.5bUS$8.6b25.9x48.8x3.7x
Sat, 11 Jan 2025US$433.2bUS$114.7bUS$8.2b22.1x52.5x3.8x
Mon, 09 Dec 2024US$461.8bUS$114.6bUS$8.3b24x55.6x4x
Wed, 06 Nov 2024US$415.2bUS$116.1bUS$7.2b22.7x57.4x3.6x
Fri, 04 Oct 2024US$408.5bUS$115.1bUS$6.7b19.5x60.7x3.5x
Sun, 01 Sep 2024US$389.2bUS$115.2bUS$6.6b19.6x59.2x3.4x
Tue, 30 Jul 2024US$407.4bUS$121.6bUS$6.8b20.2x60.1x3.3x
Thu, 27 Jun 2024US$417.1bUS$124.0bUS$7.0b19.5x59.4x3.4x
Sat, 25 May 2024US$440.1bUS$124.0bUS$7.0b24x62.9x3.5x
Mon, 22 Apr 2024US$408.1bUS$123.9bUS$8.5b20.1x48x3.3x
Wed, 20 Mar 2024US$419.8bUS$124.0bUS$8.5b21.7x49.4x3.4x
Fri, 16 Feb 2024US$400.5bUS$125.9bUS$10.4b20.3x38.6x3.2x
Sun, 14 Jan 2024US$363.5bUS$124.6bUS$10.4b19.5x34.9x2.9x
Tue, 12 Dec 2023US$351.5bUS$124.7bUS$10.4b19.9x33.8x2.8x
Thu, 09 Nov 2023US$323.0bUS$125.6bUS$11.1b18.1x29.1x2.6x
Sat, 07 Oct 2023US$341.4bUS$129.7bUS$13.8b19.2x24.7x2.6x
Mon, 04 Sep 2023US$376.8bUS$129.6bUS$14.0b21.7x26.9x2.9x
Wed, 02 Aug 2023US$354.0bUS$118.4bUS$10.1b25.6x34.9x3x
Fri, 30 Jun 2023US$336.7bUS$116.8bUS$9.8b26.5x34.4x2.9x
Sun, 28 May 2023US$303.7bUS$116.8bUS$9.9b23x30.6x2.6x
Price to Earnings Ratio

30.6x


Total Market Cap: US$303.7bTotal Earnings: US$9.9bTotal Revenue: US$116.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Components Industry Price to Earnings3Y Average 54.4x202420252026
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 54.3x.
  • The 3-year average PS ratio of 3.5x 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 6.4% 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-0.32%
Industrials-1.74%
Electrical-6.20%
Electrical Components-7.69%
Heavy Electrical Equipment-3.68%
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
SHLS Shoals Technologies GroupUS$9.686.2%
+US$94.8m		105.4%PE48.4x
HYLN Hyliion HoldingsUS$4.0913.9%
+US$89.2m		232.5%PS125.4x
ADSE ADS-TEC EnergyUS$11.895.0%
+US$34.3m		0.8%PS19.5x
FCEL FuelCell EnergyUS$20.221.5%
+US$15.9m		379.1%PS6.3x
ALNT AllientUS$63.351.3%
+US$14.3m		104.9%PE45.2x

Latest News

ALNT
US$63.35
Allient
7D
1.3%
1Y
104.9%
NVT
US$161.86
nVent Electric
7D
-6.4%
1Y
152.8%
HYLN
US$4.09
Hyliion Holdings
7D
13.9%
1Y
232.5%
ETN
US$379.69
Eaton
7D
-6.7%
1Y
17.8%
FCEL
US$20.22
FuelCell Energy
7D
1.5%
1Y
379.1%
SES
US$1.04
SES AI
7D
1.0%
1Y
10.9%
Narrative Update • May 19

SES: Lawsuit And CFO Transition Will Set Up Future Upside

Analysts have kept their SES AI price target at $4.00, with updates to the discount rate, revenue growth, profit margin, and future P/E assumptions reflecting a more tempered outlook on long term profitability expectations while maintaining the same fair value estimate. What's in the News Rosen Law Firm filed a class action lawsuit on behalf of investors who bought SES AI securities between January 29, 2025 and March 4, 2026, alleging misleading statements around business prospects, revenue recognition tied to Molecular Universe, logistics constraints in late 2025, and 2026 revenue guidance, with a deadline of June 26, 2026 to seek lead plaintiff status (Key Developments).
VRT
US$315.67
Vertiv Holdings Co
7D
-14.7%
1Y
204.7%
Seeking Alpha • May 19

Vertiv: The Infrastructure Layer Behind AI's Biggest Constraint

Summary I am reiterating Vertiv (VRT) as a Strong Buy because AI-Infrastructure growth is increasingly constrained by power availability, cooling density and grid access. VRT has the solution to those bottlenecks. The main growth drivers are high-density AI power systems, Vertiv OneCore modular infrastructure, 800 VDC architecture, EnergyCore Grid BESS and expanding service and thermal management business. I estimate these growth drivers can help grow adjusted EBITDA from about $3.55Bn in 2026 to about $4.9Bn in 2027 adjusted EBITDA. My Price Target for VRT is $492, representing a 33% upside potential. I arrive at my PT by using a 39x FWD EV/EBITDA and $4.9Bn 2027 adjusted EBITDA. The biggest risks are valuation compression, AI infrastructure deployment delays, AI Power winter and execution challenges around manufacturing scale and supply chains. Read the full article on Seeking Alpha
ROK
US$436.23
Rockwell Automation
7D
-4.1%
1Y
44.6%
Analysis Article • May 16

We Think Rockwell Automation's (NYSE:ROK) Robust Earnings Are Conservative

Rockwell Automation, Inc.'s ( NYSE:ROK ) strong earnings report was rewarded with a positive stock price move. We did...
AME
US$224.71
AMETEK
7D
-2.9%
1Y
26.5%
NXT
US$125.42
Nextpower
7D
-8.0%
1Y
116.8%
Narrative Update • May 15

NXT: U.S. Manufacturing And Data Partnerships Will Support Balanced Long Term Opportunity

Analysts have lifted their price target for Nextpower from $121.74 to $142.04, citing updated assumptions that include higher projected revenue growth, a slightly stronger profit margin, a modestly higher discount rate, and a richer future P/E multiple. What's in the News Updated fiscal 2027 guidance: Nextpower now expects revenue of $3.8b to $4.1b, GAAP net income of $501 million to $559 million, and GAAP diluted EPS of $3.19 to $3.56 for the year (Corporate guidance).
WATT
US$25.27
Energous
7D
7.0%
1Y
220.0%
New Narrative • May 15

Wireless Power And Battery Free IoT Deployments Will Support Long Term Supply Chain Visibility

Catalysts About Energous Energous develops wireless power networks and battery free IoT solutions for enterprise environments such as retail, logistics, manufacturing and cold chain monitoring. What are the underlying business or industry changes driving this perspective?
EMR
US$132.86
Emerson Electric
7D
-3.6%
1Y
14.4%
SHLS
US$9.68
Shoals Technologies Group
7D
6.2%
1Y
105.4%
VICR
US$264.20
Vicor
7D
-14.6%
1Y
537.1%
ADSE
US$11.89
ADS-TEC Energy
7D
5.0%
1Y
0.8%
ZEO
US$0.87
Zeo Energy
7D
4.9%
1Y
-45.6%