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U.S. Electrical Components Industry Analysis

UpdatedMay 23, 2026
DataAggregated Company Financials
Companies110
  • 7D-3.1%
  • 3M10.6%
  • 1Y60.6%
  • YTDn/a

Over the last 7 days, the Electrical Components industry has dropped 7.1%, driven by Vertiv Holdings Co declining 14%. In contrast, FuelCell Energy has gained 22%. In the past year, the industry has gained 57%. 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
Sat, 23 May 2026US$625.8bUS$128.0bUS$11.9b41.6x52.4x4.9x
Mon, 20 Apr 2026US$623.1bUS$125.1bUS$11.1b35.8x56x5x
Wed, 18 Mar 2026US$554.6bUS$124.8bUS$11.3b32.3x49.1x4.4x
Fri, 13 Feb 2026US$593.7bUS$124.4bUS$7.6b35.7x78.6x4.8x
Sun, 11 Jan 2026US$501.0bUS$121.4bUS$6.8b32.1x73.5x4.1x
Tue, 09 Dec 2025US$504.0bUS$121.2bUS$6.8b32.3x74.3x4.2x
Thu, 06 Nov 2025US$514.2bUS$120.3bUS$6.7b30.6x76.6x4.3x
Sat, 04 Oct 2025US$491.7bUS$118.2bUS$6.6b28.8x74.9x4.2x
Mon, 01 Sep 2025US$455.6bUS$118.0bUS$6.6b29.9x68.8x3.9x
Wed, 30 Jul 2025US$486.4bUS$115.5bUS$6.0b27.3x81.4x4.2x
Fri, 27 Jun 2025US$429.1bUS$115.3bUS$5.9b27.1x72.6x3.7x
Sun, 25 May 2025US$398.8bUS$115.3bUS$5.8b26.1x68.3x3.5x
Tue, 22 Apr 2025US$329.5bUS$114.5bUS$5.4b19.5x61.6x2.9x
Thu, 20 Mar 2025US$366.5bUS$114.4bUS$5.2b23.7x70.4x3.2x
Sat, 15 Feb 2025US$409.2bUS$114.5bUS$8.6b26.3x47.7x3.6x
Mon, 13 Jan 2025US$426.2bUS$110.8bUS$7.8b22.3x54.5x3.8x
Wed, 11 Dec 2024US$455.8bUS$114.6bUS$8.3b24x54.9x4x
Fri, 08 Nov 2024US$453.2bUS$116.1bUS$7.2b25.3x62.6x3.9x
Sun, 06 Oct 2024US$414.0bUS$115.1bUS$6.7b20.1x61.5x3.6x
Tue, 03 Sep 2024US$389.2bUS$115.2bUS$6.6b19.6x59.2x3.4x
Thu, 01 Aug 2024US$414.2bUS$121.8bUS$6.8b20.8x60.6x3.4x
Sat, 29 Jun 2024US$411.9bUS$123.9bUS$7.0b19.6x58.6x3.3x
Mon, 27 May 2024US$448.4bUS$124.0bUS$7.0b24x64.1x3.6x
Wed, 24 Apr 2024US$414.9bUS$123.9bUS$8.5b21.2x48.8x3.3x
Fri, 22 Mar 2024US$427.3bUS$124.0bUS$8.5b22x50.1x3.4x
Sun, 18 Feb 2024US$399.2bUS$125.8bUS$10.3b19.7x38.9x3.2x
Tue, 16 Jan 2024US$363.6bUS$124.6bUS$10.4b19.5x34.9x2.9x
Thu, 14 Dec 2023US$354.2bUS$124.7bUS$10.4b19.9x34.1x2.8x
Sat, 11 Nov 2023US$319.9bUS$125.7bUS$11.2b17.9x28.7x2.5x
Mon, 09 Oct 2023US$341.5bUS$129.7bUS$13.8b19.2x24.7x2.6x
Wed, 06 Sep 2023US$371.9bUS$129.8bUS$14.0b21.3x26.6x2.9x
Fri, 04 Aug 2023US$371.3bUS$130.0bUS$14.4b22.9x25.7x2.9x
Sun, 02 Jul 2023US$341.4bUS$116.8bUS$9.8b26.4x34.9x2.9x
Tue, 30 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 54.4x.
  • The 3-year average PS ratio of 3.5x is lower than the industry's current PS ratio of 4.8x.
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 Market1.01%
Industrials0.56%
Electrical-1.35%
Electrical Components-3.13%
Heavy Electrical Equipment1.54%
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
EMR Emerson ElectricUS$136.422.5%
+US$1.9b		15.4%PE31.3x
ROK Rockwell AutomationUS$452.290.8%
+US$395.0m		48.0%PE46.3x
GNRC Generac HoldingsUS$270.142.4%
+US$380.3m		118.6%PE84.2x
ATKR AtkoreUS$84.7514.1%
+US$353.9m		29.7%PS1x
RRX Regal RexnordUS$200.781.8%
+US$241.0m		49.4%PE46.7x

Latest News

NXT
US$130.50
Nextpower
7D
-9.6%
1Y
132.8%
HUBB
US$475.01
Hubbell
7D
-1.0%
1Y
21.6%
RRX
US$200.78
Regal Rexnord
7D
1.8%
1Y
49.4%
ROK
US$452.29
Rockwell Automation
7D
0.8%
1Y
48.0%
POWL
US$279.22
Powell Industries
7D
-4.6%
1Y
379.5%
Seeking Alpha • 19h

Powell Industries: Expensive, But The Backlog Supports A Strong Buy

Summary I am rating Powell Industries (POWL) a Strong Buy because the company sits inside AI power bottleneck. Data centers need more than chips and cooling. They need reliable electrical distribution systems. The main growth drivers are backlog conversion, data center electrical infrastructure, utility grid demand and automation services. I estimate these drivers support $1.65Bn of 2027 revenue. My price target is $374, representing a 38% upside potential from current price $271. I arrive at my PT by using my estimated $7.58 EPS and 49.35x FWD non-GAAP P/E. The biggest risk is valuation compression if investors stop treating POWL as an AI power infrastructure beneficiary and start valuing it like a normal cyclical industrial company. Read the full article on Seeking Alpha
VRT
US$327.46
Vertiv Holdings Co
7D
-11.7%
1Y
214.4%
FCEL
US$25.01
FuelCell Energy
7D
17.1%
1Y
356.4%
GNRC
US$270.14
Generac Holdings
7D
2.4%
1Y
118.6%
NVT
US$164.66
nVent Electric
7D
-2.6%
1Y
152.4%
HYLN
US$5.99
Hyliion Holdings
7D
28.3%
1Y
399.2%
ETN
US$391.35
Eaton
7D
-2.0%
1Y
21.9%
AME
US$224.52
AMETEK
7D
-1.5%
1Y
26.4%
ATKR
US$84.75
Atkore
7D
14.1%
1Y
29.7%
EMR
US$136.42
Emerson Electric
7D
2.5%
1Y
15.4%
VICR
US$267.99
Vicor
7D
-2.1%
1Y
543.1%
AYI
US$287.59
Acuity
7D
2.1%
1Y
10.6%
Narrative Update • May 11

AYI: Nonresidential Recovery And Second Half Seasonality Will Drive Future Upside

Acuity's analyst price target has been trimmed by several firms, with cuts ranging from $5 to $60. Analysts cite ongoing pressure in nonresidential activity and broader project uncertainty, even as some still point to potential upside if conditions improve later in the year.