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U.S. Electrical Components Industry Analysis

UpdatedMar 02, 2026
DataAggregated Company Financials
Companies108
  • 7D0.6%
  • 3M18.4%
  • 1Y50.2%
  • YTDn/a

The Electrical Components is pretty flat in the last 7 days, but Eaton has stood out, gaining 3.8%. As for the the longer term, the industry is up 50% over the past 12 months. As for the next few years, earnings are expected to grow by 16% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 03 Mar 2026US$582.4bUS$125.1bUS$10.6b33.6x55.1x4.7x
Thu, 29 Jan 2026US$534.3bUS$121.7bUS$6.8b34.4x78.2x4.4x
Sat, 27 Dec 2025US$491.7bUS$121.3bUS$6.8b31.9x72.4x4.1x
Mon, 24 Nov 2025US$471.9bUS$121.4bUS$6.8b31x69.5x3.9x
Wed, 22 Oct 2025US$505.1bUS$118.2bUS$6.6b30.8x76.9x4.3x
Fri, 19 Sep 2025US$467.7bUS$118.0bUS$6.6b30.1x71.1x4x
Sun, 17 Aug 2025US$455.0bUS$117.8bUS$6.7b32.4x68.3x3.9x
Tue, 15 Jul 2025US$454.4bUS$115.5bUS$5.9b27.5x77.1x3.9x
Thu, 12 Jun 2025US$415.2bUS$115.3bUS$5.9b26x70.2x3.6x
Sat, 10 May 2025US$379.0bUS$115.0bUS$5.8b21x65.4x3.3x
Mon, 07 Apr 2025US$307.7bUS$114.5bUS$5.4b20.5x57.3x2.7x
Wed, 05 Mar 2025US$370.0bUS$114.4bUS$5.2b23.4x71.1x3.2x
Fri, 31 Jan 2025US$418.0bUS$114.6bUS$8.3b23.9x50.2x3.6x
Sun, 29 Dec 2024US$426.9bUS$114.6bUS$8.3b22.8x51.4x3.7x
Tue, 26 Nov 2024US$467.8bUS$114.0bUS$8.2b24.7x57.2x4.1x
Thu, 24 Oct 2024US$420.6bUS$115.4bUS$6.9b21.1x61.1x3.6x
Sat, 21 Sep 2024US$402.7bUS$115.1bUS$6.7b20.3x60.2x3.5x
Mon, 19 Aug 2024US$377.6bUS$115.2bUS$6.6b18.6x57.4x3.3x
Wed, 17 Jul 2024US$426.5bUS$121.4bUS$6.7b22.4x63.5x3.5x
Fri, 14 Jun 2024US$430.4bUS$124.0bUS$7.0b20.8x61.4x3.5x
Sun, 12 May 2024US$435.4bUS$125.0bUS$8.5b21.4x51.1x3.5x
Tue, 09 Apr 2024US$439.0bUS$123.9bUS$8.4b22.6x52x3.5x
Thu, 07 Mar 2024US$407.9bUS$124.0bUS$8.5b22x48.1x3.3x
Sat, 03 Feb 2024US$378.8bUS$125.6bUS$10.6b19.3x35.9x3x
Mon, 01 Jan 2024US$375.6bUS$124.6bUS$10.4b20.9x36.2x3x
Wed, 29 Nov 2023US$335.8bUS$124.4bUS$10.4b18.5x32.3x2.7x
Fri, 27 Oct 2023US$313.2bUS$130.0bUS$13.9b16.9x22.6x2.4x
Sun, 24 Sep 2023US$348.9bUS$129.9bUS$13.9b21.1x25x2.7x
Tue, 22 Aug 2023US$354.1bUS$129.8bUS$14.0b20.3x25.3x2.7x
Thu, 20 Jul 2023US$354.9bUS$116.8bUS$10.0b27.3x35.6x3x
Sat, 17 Jun 2023US$327.5bUS$116.8bUS$9.8b24.7x33.5x2.8x
Mon, 15 May 2023US$291.0bUS$116.6bUS$9.9b20.4x29.4x2.5x
Wed, 12 Apr 2023US$287.8bUS$114.1bUS$10.0b18x28.7x2.5x
Fri, 10 Mar 2023US$309.0bUS$113.6bUS$9.8b21.3x31.5x2.7x
Price to Earnings Ratio

31.5x


Total Market Cap: US$309.0bTotal Earnings: US$9.8bTotal Revenue: US$113.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Components Industry Price to Earnings3Y Average 52.7x202420252026
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 52.7x.
  • The 3-year average PS ratio of 3.4x is lower than the industry's current PS ratio of 4.7x.
Past Earnings Growth
  • The earnings for companies in the Electrical Components and Equipment industry have grown 2.6% per year over the last three years.
  • Revenues for these companies have grown 3.3% 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-0.57%
Industrials-0.32%
Electrical2.01%
Electrical Components0.59%
Heavy Electrical Equipment4.87%
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
ETN EatonUS$375.923.8%
+US$5.2b		35.0%PE35.7x
VRT Vertiv Holdings CoUS$254.893.9%
+US$3.6b		198.4%PE73.2x
EMR Emerson ElectricUS$150.753.6%
+US$2.9b		28.7%PE36.8x
ROK Rockwell AutomationUS$407.455.1%
+US$2.2b		46.2%PE46.3x
VICR VicorUS$201.4017.2%
+US$1.3b		232.2%PE75.9x

Latest News

ETN
US$375.92
Eaton
7D
3.8%
1Y
35.0%
ROK
US$407.45
Rockwell Automation
7D
5.1%
1Y
46.2%
RUN
US$13.25
Sunrun
7D
-33.7%
1Y
114.7%
AYI
US$301.59
Acuity
7D
-3.0%
1Y
1.5%
EOSE
US$5.70
Eos Energy Enterprises
7D
-45.1%
1Y
42.9%
VICR
US$201.40
Vicor
7D
17.2%
1Y
232.2%
ARRY
US$7.58
Array Technologies
7D
-29.1%
1Y
39.1%
VRT
US$254.89
Vertiv Holdings Co
7D
3.9%
1Y
198.4%

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SHLS
US$5.93
Shoals Technologies Group
7D
-40.1%
1Y
105.2%
EMR
US$150.75
Emerson Electric
7D
3.6%
1Y
28.7%

EMR: Higher Long Term Margins And P/E Framework Will Support Upside

We are lifting our analyst price target framework for Emerson Electric to $204, with analysts pointing to updated assumptions for revenue growth, profit margins and future P/E as key supports for the higher fair value view. Analyst Commentary Recent Street research around Emerson Electric reflects an active debate, but with a clear cluster of higher price targets from bullish analysts who are leaning into a stronger long term earnings and cash generation profile for the company.
RRX
US$220.98
Regal Rexnord
7D
1.3%
1Y
78.6%

RRX: Street EPS And Margin Assumptions Will Shape Balanced Risk Reward

Our updated narrative for Regal Rexnord reflects a higher analyst price target of $232.36, up from $204.91, with analysts pointing to refined assumptions for margins, discount rate, revenue growth, and future P/E following a series of price target increases across major research firms. Analyst Commentary Recent Street research on Regal Rexnord clusters around a series of higher price targets, with several firms revisiting their models at roughly the same time.
NVT
US$118.36
nVent Electric
7D
3.0%
1Y
110.0%
HUBB
US$511.63
Hubbell
7D
-1.0%
1Y
44.1%

HUBB: Firmer AI Demand And Richer P/E Assumptions Will Shape Returns

The analyst fair value estimate for Hubbell moves to $585 from $575, with analysts pointing to a higher assumed future P/E multiple and recent price target increases across the Street as key supports for the change. Analyst Commentary Bullish analysts have been lifting their price targets on Hubbell in recent months, and that cluster of positive revisions is a key factor behind the higher fair value estimate.
AME
US$239.22
AMETEK
7D
2.4%
1Y
26.4%

AME: AI Demand And Execution Versus Mixed P/E Expectations Will Guide Returns

Analysts have nudged their targets on AMETEK higher, with our updated fair value estimate edging up by about $0.29 to $248.29 as they factor in slightly lower assumed revenue growth, a modestly higher profit margin, a somewhat lower future P/E multiple, and a small reduction in the discount rate. Analyst Commentary Street research on AMETEK has been active recently, with several firms adjusting ratings and targets as they refresh models after recent quarters and outlook updates.
NXT
US$105.10
Nextpower
7D
-10.2%
1Y
147.8%
POWL
US$523.60
Powell Industries
7D
-3.8%
1Y
235.4%