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U.S. Electrical Components Industry Analysis

UpdatedMar 15, 2026
DataAggregated Company Financials
Companies107
  • 7D1.5%
  • 3M11.1%
  • 1Y48.8%
  • YTDn/a

In the last week, the Electrical Components industry is up 1.5%, with Vertiv Holdings Co up 7.1%. This takes the industry's 12 month performance to a gain of 49%. As for the next few years, earnings are expected to grow by 17% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 15 Mar 2026US$547.7bUS$124.8bUS$11.3b32.2x48.5x4.4x
Tue, 10 Feb 2026US$574.3bUS$124.9bUS$7.4b36.2x77.4x4.6x
Thu, 08 Jan 2026US$513.5bUS$121.3bUS$6.8b31.9x75.5x4.2x
Sat, 06 Dec 2025US$502.6bUS$121.2bUS$6.8b32.4x74.1x4.1x
Mon, 03 Nov 2025US$528.6bUS$119.6bUS$6.7b31.7x78.8x4.4x
Wed, 01 Oct 2025US$472.8bUS$118.0bUS$6.6b29.4x72x4x
Fri, 29 Aug 2025US$461.2bUS$118.0bUS$6.6b30.2x69.7x3.9x
Sun, 27 Jul 2025US$484.7bUS$115.5bUS$5.9b28.2x81.6x4.2x
Tue, 24 Jun 2025US$419.9bUS$115.3bUS$5.9b26.5x71x3.6x
Thu, 22 May 2025US$407.5bUS$115.2bUS$5.8b25.5x70.4x3.5x
Sat, 19 Apr 2025US$329.5bUS$114.5bUS$5.4b20.5x61.5x2.9x
Mon, 17 Mar 2025US$367.9bUS$114.4bUS$5.2b23.6x71.2x3.2x
Wed, 12 Feb 2025US$422.7bUS$113.9bUS$8.4b25.5x50.4x3.7x
Fri, 10 Jan 2025US$433.2bUS$114.7bUS$8.2b22.8x52.5x3.8x
Sun, 08 Dec 2024US$461.8bUS$114.6bUS$8.3b24x55.6x4x
Tue, 05 Nov 2024US$415.1bUS$116.3bUS$7.1b19.6x58.4x3.6x
Thu, 03 Oct 2024US$409.5bUS$115.1bUS$6.7b20.3x60.9x3.6x
Sat, 31 Aug 2024US$382.9bUS$115.2bUS$6.6b19.6x58.2x3.3x
Mon, 29 Jul 2024US$407.4bUS$121.6bUS$6.8b20.2x60.1x3.3x
Wed, 26 Jun 2024US$418.5bUS$124.0bUS$7.0b19.4x59.6x3.4x
Fri, 24 May 2024US$443.2bUS$125.2bUS$8.6b21.4x51.5x3.5x
Sun, 21 Apr 2024US$408.1bUS$123.9bUS$8.5b20.1x48x3.3x
Tue, 19 Mar 2024US$418.7bUS$124.0bUS$8.5b21.3x49.2x3.4x
Thu, 15 Feb 2024US$392.8bUS$126.6bUS$10.3b20.1x38x3.1x
Sat, 13 Jan 2024US$363.5bUS$124.6bUS$10.4b19.5x34.9x2.9x
Mon, 11 Dec 2023US$343.9bUS$124.7bUS$10.4b19.5x33.1x2.8x
Wed, 08 Nov 2023US$325.8bUS$131.4bUS$12.3b17.8x26.6x2.5x
Fri, 06 Oct 2023US$334.3bUS$129.7bUS$13.8b18.6x24.2x2.6x
Sun, 03 Sep 2023US$377.2bUS$129.8bUS$14.0b21.7x27x2.9x
Tue, 01 Aug 2023US$350.1bUS$116.9bUS$10.0b26.3x35.2x3x
Thu, 29 Jun 2023US$332.3bUS$116.8bUS$9.8b25.9x34x2.8x
Sat, 27 May 2023US$303.6bUS$116.8bUS$9.9b23x30.6x2.6x
Mon, 24 Apr 2023US$288.5bUS$114.1bUS$9.9b19.4x29.3x2.5x
Wed, 22 Mar 2023US$295.6bUS$113.8bUS$9.9b19.8x30x2.6x
Price to Earnings Ratio

30x


Total Market Cap: US$295.6bTotal Earnings: US$9.9bTotal Revenue: US$113.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Components Industry Price to Earnings3Y Average 52.9x202420252026
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 48.6x which is lower than its 3-year average PE of 52.9x.
  • The 3-year average PS ratio of 3.4x 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 grown 4.7% 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-1.62%
Industrials-2.94%
Electrical2.19%
Electrical Components1.49%
Heavy Electrical Equipment3.61%
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$258.887.1%
+US$6.5b		196.0%PE74.3x
ETN EatonUS$355.402.2%
+US$3.0b		21.0%PE33.7x
NXT NextpowerUS$119.6418.0%
+US$2.7b		170.0%PE30x
NVT nVent ElectricUS$109.933.7%
+US$632.4m		93.9%PE41.5x
VICR VicorUS$172.576.1%
+US$442.1m		221.6%PE65x

Latest News

POWL
US$502.71
Powell Industries
7D
3.9%
1Y
190.0%
ETN
US$355.40
Eaton
7D
2.2%
1Y
21.0%
AMPX
US$17.95
Amprius Technologies
7D
9.9%
1Y
779.9%
AME
US$214.49
AMETEK
7D
-3.4%
1Y
21.8%
VICR
US$172.57
Vicor
7D
6.1%
1Y
221.6%

VICR: Higher P/E Assumptions And Buybacks Will Support Bullish Outlook

Analysts have raised their price target on Vicor from $196.25 to $208.75, citing updated assumptions around the discount rate, long-term revenue growth, profit margins, and future P/E that are consistent with recent Street research commentary. Analyst Commentary Recent Street research has focused on how updated assumptions around discount rates, long term revenue growth, profit margins, and future P/E feed into the higher price target for Vicor.
VRT
US$258.88
Vertiv Holdings Co
7D
7.1%
1Y
196.0%
EMR
US$132.24
Emerson Electric
7D
-4.4%
1Y
18.1%

EMR: AI Exposure And High Margins Will Support Future Upside

Emerson Electric's updated analyst price target holds steady at $204. Analysts are balancing slightly adjusted assumptions for discount rate, revenue growth, profit margin and future P/E with a mix of recent target raises and downgrades that reflect both AI driven opportunity and competitive risk in high margin industrial hardware and software.
AYI
US$260.83
Acuity
7D
-5.3%
1Y
-0.7%

AYI: Q1 Execution And Share Pullback Will Support Future Upside Potential

Acuity's analyst price targets have pulled back modestly, with the average fair value estimate easing by about $1.88 to $389.38. Analysts are factoring in softer nonresidential activity, questions around ABL segment margins and pricing power, and slightly tempered near term expectations despite recent earnings upside.
NVT
US$109.93
nVent Electric
7D
3.7%
1Y
93.9%
EOSE
US$5.71
Eos Energy Enterprises
7D
-6.9%
1Y
38.3%

EOSE: Manufacturing Progress And 2026 Guidance Will Drive Future Repricing

Analysts have reduced their blended price target on Eos Energy Enterprises to about $9.71 from $16.13, reflecting lower fair value estimates as they factor in recent earnings misses, valuation concerns, execution risks, and management's forecasting challenges, alongside ongoing expectations for revenue growth and profitability over time. Analyst Commentary Recent research on Eos Energy Enterprises highlights a mix of optimism about long term potential and caution around execution, forecasting, and valuation after the latest earnings report.
ROK
US$360.93
Rockwell Automation
7D
-2.4%
1Y
38.7%

ROK: Factory Digitization And Profitability Focus Will Support A More Optimistic Outlook

Analysts have nudged their fair value estimate for Rockwell Automation up from $490 to $495, citing updated assumptions around discount rate, revenue growth, profit margin, and future P/E. Together, these changes modestly shift their view of the stock’s risk and earnings profile.
HUBB
US$467.38
Hubbell
7D
-0.9%
1Y
37.1%

HUBB: Firmer AI Demand And 2026 Outlook Will Shape Future Returns

Analysts have nudged their price targets on Hubbell higher into the $465 to $515 range, pointing to updated estimates and a firmer demand outlook supported by artificial intelligence related orders, along with cautious expectations for 2026 guidance. Analyst Commentary Recent research has clustered price targets for Hubbell in the $465 to $515 range, with several bullish analysts pointing to refreshed estimates ahead of Q4 and early views on 2026 guidance.
ATKR
US$56.13
Atkore
7D
-8.6%
1Y
-13.0%

ATKR: Modest Price Objective Lifts Will Shape Future Upside Outlook

Atkore's analyst price targets have risen by mid single-digit dollar amounts, with increases of $6, $7 and $10 from different firms, as analysts highlight updated assumptions around required return, modest revenue growth and steady profit margins. Analyst Commentary Analysts covering Atkore are updating their models around required returns, revenue assumptions and margins, and that is feeding directly into the latest round of price target changes.
GNRC
US$200.53
Generac Holdings
7D
-1.7%
1Y
53.8%
TE
US$7.62
T1 Energy
7D
13.4%
1Y
401.3%

TE: Future Returns Will Rely On Austin Cell Buildout And Domestic Content

Analysts have nudged their price target on T1 Energy to $10.50, reflecting refined assumptions around discount rate, revenue growth, profit margin and future P/E. Their overall valuation view remains broadly unchanged.
NXT
US$119.64
Nextpower
7D
18.0%
1Y
170.0%