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U.S. Electrical Components Industry Analysis

UpdatedSep 18, 2026
DataAggregated Company Financials
Companies111
  • 7D-0.6%
  • 3M-14.5%
  • 1Y20.7%
  • YTDn/a

Over the last 7 days, the Electrical Components industry has dropped 4.6%, driven by Vertiv Holdings Co declining 8.9%. On the other hand GrafTech International is actually up 31%. In the past year, the industry has gained 21%. Earnings are forecast to grow by 20% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 18 Sep 2026US$568.4bUS$133.8bUS$12.3b33.9x46.2x4.2x
Sun, 16 Aug 2026US$656.4bUS$133.7bUS$12.3b38.9x53.3x4.9x
Tue, 14 Jul 2026US$635.1bUS$127.5bUS$11.8b40.8x53.7x5x
Thu, 11 Jun 2026US$632.7bUS$127.4bUS$11.9b36.7x53.4x5x
Sat, 09 May 2026US$647.8bUS$127.8bUS$12.1b37.9x53.8x5.1x
Mon, 06 Apr 2026US$552.1bUS$125.3bUS$11.0b33.8x50x4.4x
Wed, 04 Mar 2026US$587.4bUS$125.1bUS$11.1b33.1x53.1x4.7x
Fri, 30 Jan 2026US$542.3bUS$121.7bUS$6.8b35.1x79.4x4.5x
Sun, 28 Dec 2025US$491.2bUS$121.3bUS$6.8b31.9x72.3x4.1x
Tue, 25 Nov 2025US$475.4bUS$121.4bUS$6.8b31.1x70.1x3.9x
Thu, 23 Oct 2025US$503.9bUS$118.4bUS$6.6b29.8x76.5x4.3x
Sat, 20 Sep 2025US$477.3bUS$118.0bUS$6.6b29.9x72.6x4x
Mon, 18 Aug 2025US$455.0bUS$117.8bUS$6.7b32.4x68.3x3.9x
Wed, 16 Jul 2025US$453.1bUS$115.5bUS$5.9b27.3x76.9x3.9x
Fri, 13 Jun 2025US$416.8bUS$115.3bUS$5.9b26.1x70.5x3.6x
Sun, 11 May 2025US$381.3bUS$115.0bUS$5.8b21.1x65.8x3.3x
Tue, 08 Apr 2025US$307.8bUS$114.5bUS$5.4b20.3x57.3x2.7x
Thu, 06 Mar 2025US$365.9bUS$114.4bUS$5.2b23.8x70x3.2x
Sat, 01 Feb 2025US$427.2bUS$114.9bUS$8.3b24.2x51.2x3.7x
Mon, 30 Dec 2024US$426.9bUS$114.6bUS$8.3b22.8x51.4x3.7x
Wed, 27 Nov 2024US$469.3bUS$114.6bUS$8.2b24.7x57x4.1x
Fri, 25 Oct 2024US$417.7bUS$115.4bUS$6.9b21.4x60.7x3.6x
Sun, 22 Sep 2024US$402.3bUS$115.1bUS$6.7b20.3x60.2x3.5x
Tue, 20 Aug 2024US$377.6bUS$115.2bUS$6.6b18.9x57.4x3.3x
Thu, 18 Jul 2024US$437.6bUS$121.4bUS$6.7b21.4x65.2x3.6x
Sat, 15 Jun 2024US$430.2bUS$124.0bUS$7.0b19.9x61.3x3.5x
Mon, 13 May 2024US$435.4bUS$125.0bUS$8.5b21.4x51.1x3.5x
Wed, 10 Apr 2024US$437.7bUS$123.9bUS$8.4b22x51.9x3.5x
Fri, 08 Mar 2024US$416.6bUS$124.0bUS$8.5b22.1x49.1x3.4x
Sun, 04 Feb 2024US$378.8bUS$125.6bUS$10.6b19.3x35.9x3x
Tue, 02 Jan 2024US$375.6bUS$124.6bUS$10.4b20.9x36.2x3x
Thu, 30 Nov 2023US$334.1bUS$124.6bUS$10.4b18.5x32x2.7x
Sat, 28 Oct 2023US$311.5bUS$130.1bUS$13.8b16.6x22.5x2.4x
Mon, 25 Sep 2023US$348.9bUS$129.9bUS$13.9b21.1x25x2.7x
Price to Earnings Ratio

25x


Total Market Cap: US$348.9bTotal 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 56.7x202420252026
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 46.0x which is lower than its 3-year average PE of 56.7x.
  • The 3-year average PS ratio of 3.8x is lower than the industry's current PS ratio of 4.2x.
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 Market0.54%
Industrials-0.71%
Electrical0.56%
Electrical Components-0.61%
Heavy Electrical Equipment2.46%
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
VICR VicorUS$216.3921.5%
+US$1.8b		301.9%PE68.7x
GNRC Generac HoldingsUS$207.2314.1%
+US$1.5b		12.6%PE47.4x
NXT NextpowerUS$83.362.5%
+US$305.0m		18.3%PE21.3x
FCEL FuelCell EnergyUS$17.7113.6%
+US$169.5m		112.6%PS9.2x
ETN EatonUS$409.460.08%
+US$120.4m		10.3%PE41.5x

Latest News

FLNC
US$7.66
Fluence Energy
7D
-20.9%
1Y
-3.3%
VICR
US$216.39
Vicor
7D
21.5%
1Y
301.9%
GNRC
US$207.23
Generac Holdings
7D
14.1%
1Y
12.6%
Seeking Alpha • 21h

Generac: Amazon Just Added 57% Of A Year's Revenue

Summary Generac Holdings Inc. secures a $2.4B long-term supply agreement with Amazon, converting its data center pipeline into contracted revenue and solidifying C&I growth prospects. The Amazon deal justifies management’s plan to triple large-megawatt manufacturing capacity but introduces execution risk if hyperscale demand slows. GNRC’s C&I segment, while growing rapidly, operates at lower margins (14.6%) than residential (34.7%), raising concerns about consolidated margin expansion amid mix shift. I maintain a Buy rating on GNRC, as the Amazon contract enhances earnings visibility, though recent share price appreciation reflects much of this upside. Read the full article on Seeking Alpha
VRT
US$241.49
Vertiv Holdings Co
7D
-2.7%
1Y
70.1%
Narrative Update • Sep 17

VRT: Utility Innovation Deal Will Expand AI Data Center Power Upside

Analysts have trimmed their price target for Vertiv Holdings Co from about $376.80 to roughly $338.15, citing updated assumptions on discount rates, revenue growth, profit margins, and future P/E levels. What’s in the News for Vertiv Holdings Co Vertiv agreed to acquire Utility Innovation Holdings, Inc.
NVT
US$151.33
nVent Electric
7D
-2.5%
1Y
53.4%
NXT
US$83.36
Nextpower
7D
2.5%
1Y
18.3%
Narrative Update • Sep 17

NXT: Index Shift And Buybacks Will Support Long Term Opportunity

Analysts have adjusted the Nextpower price target from $150.19 to $140.61 following small changes to fair value, discount rate, expected revenue growth, profit margin, and future P/E assumptions that have reshaped their outlook for the stock. What’s in the News for Nextpower GameChange Solar Corp., a subsidiary of GameChange Energy, filed a patent infringement lawsuit against Nextpower in the U.S. District Court for the District of Delaware, alleging infringement of its high tilt stow technology and seeking injunctive relief and monetary damages.
EMR
US$147.40
Emerson Electric
7D
-0.7%
1Y
11.7%
Narrative Update • Sep 17

EMR: Strait Of Hormuz Constraints Will Likely Temper LNG And Power Upside

Emerson Electric's updated fair value estimate has moved from $129.42 to $132.39 as analysts factor in higher long term revenue growth assumptions, continued exposure to LNG and power demand, and recent price target increases across the Street, despite ongoing project and geopolitical risks. Analyst Commentary Recent research on Emerson Electric shows a mix of optimism on long term growth drivers and caution on execution risks, backlog timing, and macro sensitivity.
AYI
US$299.54
Acuity
7D
-5.3%
1Y
-13.1%
Seeking Alpha • Sep 17

Acuity: The Intelligent Spaces Mix Makes The Pullback Worth Buying

Summary Acuity Brands offers a compelling bull case as Intelligent Spaces' growth and margin expansion offset lighting cyclicality. AYI’s Intelligent Spaces segment grew 14.9% YoY with a 25.1% margin, driving higher profit per dollar than lighting. Valuation at 14x estimated future earnings provides 22% upside to $365, with a conservative 17x multiple justified by cyclicality and integration risks. Q4 results and order composition, especially in lighting and Intelligent Spaces, will be critical for confirming sustainable growth and profitability. Read the full article on Seeking Alpha
FCEL
US$17.71
FuelCell Energy
7D
13.6%
1Y
112.6%
ROK
US$410.05
Rockwell Automation
7D
-2.7%
1Y
17.6%
ETN
US$409.46
Eaton
7D
0.08%
1Y
10.3%
HUBB
US$443.23
Hubbell
7D
-2.0%
1Y
0.7%
Seeking Alpha • Sep 11

Hubbell: The Grid's Small Components Can Deliver Large Returns

Summary Hubbell offers exposure to U.S. electric grid expansion, benefiting from broad utility and industrial demand for essential components. Recent acquisitions (DMC Power, NSI Industries) enhance HUBB's cross-selling potential and product reach, though integration risks and organic growth remain key to value creation. Despite strong revenue and EPS growth, margin pressure from inflation, tariffs, and integration costs highlights the need for improved profitability and cash conversion. I assign HUBB a Buy rating with a $559 price target, reflecting a 24x P/E on next year's EPS and a valuation discount to higher-growth peers. Read the full article on Seeking Alpha
RRX
US$147.94
Regal Rexnord
7D
-5.5%
1Y
2.4%
Seeking Alpha • Sep 11

Regal Rexnord: Guidance Was Effectively Cut, But 2027 Looks Much Better

Summary Regal Rexnord is rated Buy, with shares offering 33% upside based on a 16x 2027 EPS multiple. RRX’s Q2 headline growth was flattered by tariff refunds; underlying earnings and margins were weaker, and 2026 guidance was effectively cut. Order momentum is robust, with daily orders up 8.8% and a strengthening 2027 backlog, especially in AMC and data center exposure. Leverage remains elevated at 3.1x EBITDA, but liquidity is solid and debt reduction is prioritized to support future valuation rerating. Read the full article on Seeking Alpha
ALNT
US$99.11
Allient
7D
5.2%
1Y
107.3%
Narrative Update • Sep 04

ALNT: Automation And Power Exposure Will Support Future Sentiment Reset

Analysts have lifted the Allient fair value estimate from $73.80 to $118.00, citing updated assumptions around revenue growth, profit margins, and future P/E. These assumptions align with the recent price target increase to $95 in the smid cap industrial space with exposure to automation and power.
EAF
US$8.00
GrafTech International
7D
29.9%
1Y
-37.0%
Seeking Alpha • Sep 02

GrafTech: A Call Option With A Catalyst

Summary GrafTech International is a deep-value turnaround play, currently trading at distressed levels despite robust underlying asset value and strategic insider accumulation. EAF’s aggressive cost reductions, Monterrey facility closure, and $253M liquidity with no debt maturities until 2029 position it for cyclical recovery upside. Major competitors Graphite India and HEG have acquired nearly 20% combined in EAF, signaling confidence in EAF’s undervalued assets and potential for industry consolidation. I rate EAF a Buy, viewing it as a call option on industry recovery, with structural trade protections and secular EAF steelmaking growth as catalysts. Read the full article on Seeking Alpha
SHLS
US$7.65
Shoals Technologies Group
7D
7.6%
1Y
1.3%