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U.S. Electrical Components Industry Analysis

UpdatedMay 18, 2026
DataAggregated Company Financials
Companies110
  • 7D-2.0%
  • 3M13.1%
  • 1Y61.4%
  • YTDn/a

Over the last 7 days, the Electrical Components industry has dropped 2.0%, driven by Eaton declining 4.7%. On the other hand Nextpower is actually up 14%. This takes the industry's 12 month performance to a gain of 61%. 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, 18 May 2026US$659.8bUS$127.9bUS$12.0b37.7x55.2x5.2x
Wed, 15 Apr 2026US$613.0bUS$125.1bUS$11.2b36.1x55x4.9x
Fri, 13 Mar 2026US$565.5bUS$124.8bUS$11.3b32.2x50x4.5x
Sun, 08 Feb 2026US$574.3bUS$124.9bUS$7.4b36.5x77.4x4.6x
Tue, 06 Jan 2026US$503.6bUS$121.3bUS$6.8b31.9x74x4.2x
Thu, 04 Dec 2025US$490.0bUS$121.2bUS$6.8b32.2x72.5x4x
Sat, 01 Nov 2025US$523.8bUS$119.4bUS$6.7b31.8x78.5x4.4x
Mon, 29 Sep 2025US$469.5bUS$118.0bUS$6.6b29.3x71.5x4x
Wed, 27 Aug 2025US$456.1bUS$117.9bUS$6.6b30.7x69x3.9x
Fri, 25 Jul 2025US$474.5bUS$115.5bUS$5.9b28.4x79.9x4.1x
Sun, 22 Jun 2025US$422.6bUS$115.3bUS$5.9b27.6x71.5x3.7x
Tue, 20 May 2025US$410.9bUS$115.3bUS$5.8b22x70.8x3.6x
Thu, 17 Apr 2025US$335.1bUS$114.5bUS$5.4b20.3x62.4x2.9x
Sat, 15 Mar 2025US$357.3bUS$114.4bUS$5.2b23.6x69.1x3.1x
Mon, 10 Feb 2025US$412.8bUS$114.2bUS$8.5b26.8x48.8x3.6x
Wed, 08 Jan 2025US$440.3bUS$114.6bUS$8.2b22.7x53.4x3.8x
Fri, 06 Dec 2024US$467.8bUS$114.6bUS$8.3b24x56.3x4.1x
Sun, 03 Nov 2024US$415.1bUS$116.3bUS$7.1b19.5x58.3x3.6x
Tue, 01 Oct 2024US$408.7bUS$115.1bUS$6.7b20.4x61.1x3.6x
Thu, 29 Aug 2024US$382.9bUS$115.2bUS$6.6b18.8x58.3x3.3x
Sat, 27 Jul 2024US$399.5bUS$121.6bUS$6.8b20.2x58.9x3.3x
Mon, 24 Jun 2024US$416.5bUS$124.0bUS$7.0b19.1x59.3x3.4x
Wed, 22 May 2024US$437.0bUS$125.2bUS$8.6b21.2x50.7x3.5x
Fri, 19 Apr 2024US$414.4bUS$123.9bUS$8.5b20.2x48.7x3.3x
Sun, 17 Mar 2024US$414.9bUS$124.0bUS$8.5b21x48.8x3.3x
Tue, 13 Feb 2024US$398.3bUS$126.7bUS$10.4b20.2x38.2x3.1x
Thu, 11 Jan 2024US$365.6bUS$124.6bUS$10.4b19.7x35.1x2.9x
Sat, 09 Dec 2023US$344.7bUS$124.7bUS$10.4b19.5x33.2x2.8x
Mon, 06 Nov 2023US$328.7bUS$131.4bUS$12.3b17.6x26.8x2.5x
Wed, 04 Oct 2023US$343.7bUS$129.8bUS$13.9b18.7x24.8x2.6x
Fri, 01 Sep 2023US$374.4bUS$129.8bUS$14.0b21.1x26.8x2.9x
Sun, 30 Jul 2023US$344.3bUS$116.9bUS$10.0b26.3x34.6x2.9x
Tue, 27 Jun 2023US$327.5bUS$116.8bUS$9.8b25.8x33.5x2.8x
Thu, 25 May 2023US$290.1bUS$116.7bUS$9.9b22.9x29.4x2.5x
Price to Earnings Ratio

29.4x


Total Market Cap: US$290.1bTotal Earnings: US$9.9bTotal Revenue: US$116.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Components Industry Price to Earnings3Y Average 54.3x202420252026
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 54.3x.
  • The 3-year average PS ratio of 3.5x is lower than the industry's current PS ratio of 5.2x.
Past Earnings Growth
  • The earnings for companies in the Electrical Components and Equipment industry have grown 6.6% 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-0.26%
Industrials-2.09%
Electrical-1.65%
Electrical Components-1.99%
Heavy Electrical Equipment-1.07%
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
NXT NextpowerUS$144.2914.3%
+US$2.7b		147.3%PE36.6x
VRT Vertiv Holdings CoUS$370.940.8%
+US$1.2b		248.6%PE91.4x
ST Sensata Technologies HoldingUS$48.507.1%
+US$466.8m		82.0%PE145.4x
PLUG Plug PowerUS$3.787.4%
+US$362.5m		379.2%PS7.1x
HYLN Hyliion HoldingsUS$4.6769.2%
+US$340.6m		248.5%PS143.1x

Latest News

PLUG
US$3.78
Plug Power
7D
7.4%
1Y
379.2%
NVT
US$169.01
nVent Electric
7D
-2.5%
1Y
153.9%
ST
US$48.50
Sensata Technologies Holding
7D
7.1%
1Y
82.0%
RRX
US$197.16
Regal Rexnord
7D
-6.7%
1Y
39.5%
ROK
US$448.74
Rockwell Automation
7D
-1.7%
1Y
45.6%
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$227.90
AMETEK
7D
-1.8%
1Y
25.3%
NXT
US$144.29
Nextpower
7D
14.3%
1Y
147.3%
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).
VRT
US$370.94
Vertiv Holdings Co
7D
0.8%
1Y
248.6%
ETN
US$399.44
Eaton
7D
-4.7%
1Y
21.3%
Narrative Update • May 14

ETN: Future Returns Will Reflect AI Power Demand And Execution Risks

Analysts have lifted the Eaton price target by about $41 to reflect updated assumptions for fair value near $450, a higher discount rate, stronger revenue growth expectations, slightly lower profit margin estimates, and a modestly higher future P/E multiple, supported by a series of recent target increases and bullish initiations on the stock. Analyst Commentary Recent research on Eaton has been active, with several firms updating price targets and coverage views in quick succession.
EMR
US$133.05
Emerson Electric
7D
-4.6%
1Y
11.3%
SHLS
US$10.33
Shoals Technologies Group
7D
10.8%
1Y
118.9%
HYLN
US$4.67
Hyliion Holdings
7D
69.2%
1Y
248.5%
POWL
US$292.65
Powell Industries
7D
-9.1%
1Y
380.9%
VICR
US$273.67
Vicor
7D
-12.6%
1Y
534.2%
FCEL
US$21.36
FuelCell Energy
7D
34.0%
1Y
337.7%
SES
US$1.13
SES AI
7D
11.9%
1Y
32.3%