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U.S. Electrical Components Industry Analysis

UpdatedJul 19, 2026
DataAggregated Company Financials
Companies108
  • 7D-3.5%
  • 3M-2.2%
  • 1Y30.8%
  • YTDn/a

Over the last 7 days, the Electrical Components industry has dropped 3.5%, driven by a pullback from Vertiv Holdings Co of 9.2%. In the past year, the industry has gained 31%. Looking forward, 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
Sun, 19 Jul 2026US$613.2bUS$127.5bUS$11.9b38.6x51.7x4.8x
Tue, 16 Jun 2026US$634.8bUS$127.4bUS$11.8b39.6x53.9x5x
Thu, 14 May 2026US$662.1bUS$127.9bUS$12.0b38.4x55.3x5.2x
Sat, 11 Apr 2026US$603.4bUS$125.3bUS$11.0b35.1x54.7x4.8x
Mon, 09 Mar 2026US$539.5bUS$124.7bUS$11.3b32x47.7x4.3x
Wed, 04 Feb 2026US$548.1bUS$121.7bUS$6.8b35.9x80.2x4.5x
Fri, 02 Jan 2026US$479.8bUS$121.3bUS$6.8b31.5x70.5x4x
Sun, 30 Nov 2025US$498.0bUS$121.2bUS$6.8b31.9x73.7x4.1x
Tue, 28 Oct 2025US$515.4bUS$119.1bUS$6.8b30.5x75.4x4.3x
Thu, 25 Sep 2025US$474.1bUS$118.0bUS$6.6b29.1x72.2x4x
Sat, 23 Aug 2025US$449.2bUS$117.9bUS$6.6b31.5x67.9x3.8x
Mon, 21 Jul 2025US$468.3bUS$115.5bUS$5.9b28.1x79.4x4.1x
Wed, 18 Jun 2025US$424.5bUS$115.3bUS$5.9b27.4x71.8x3.7x
Fri, 16 May 2025US$412.3bUS$115.2bUS$5.8b21.9x70.9x3.6x
Sun, 13 Apr 2025US$332.6bUS$114.5bUS$5.4b20.2x62x2.9x
Tue, 11 Mar 2025US$373.4bUS$114.4bUS$5.2b23.3x71.4x3.3x
Thu, 06 Feb 2025US$411.6bUS$114.8bUS$8.7b23.2x47.1x3.6x
Sat, 04 Jan 2025US$422.8bUS$114.6bUS$8.3b23.3x50.8x3.7x
Mon, 02 Dec 2024US$464.1bUS$114.6bUS$8.2b24.6x56.4x4x
Wed, 30 Oct 2024US$423.4bUS$115.5bUS$6.9b21.5x61.4x3.7x
Fri, 27 Sep 2024US$402.2bUS$115.1bUS$6.7b20.1x60.2x3.5x
Sun, 25 Aug 2024US$385.3bUS$115.2bUS$6.6b19.4x58.7x3.3x
Tue, 23 Jul 2024US$413.6bUS$121.4bUS$6.7b21.5x61.7x3.4x
Thu, 20 Jun 2024US$425.4bUS$124.0bUS$7.0b19.7x60.6x3.4x
Sat, 18 May 2024US$433.3bUS$125.2bUS$8.7b19.6x50x3.5x
Mon, 15 Apr 2024US$427.7bUS$123.9bUS$8.5b21.4x50.5x3.5x
Wed, 13 Mar 2024US$409.9bUS$124.0bUS$8.5b21.2x48.4x3.3x
Fri, 09 Feb 2024US$389.7bUS$126.7bUS$10.4b19.5x37.3x3.1x
Sun, 07 Jan 2024US$361.7bUS$124.6bUS$10.4b19.7x34.9x2.9x
Tue, 05 Dec 2023US$348.8bUS$124.6bUS$10.4b19.2x33.4x2.8x
Thu, 02 Nov 2023US$320.9bUS$130.7bUS$14.0b17x23x2.5x
Sat, 30 Sep 2023US$350.2bUS$129.9bUS$13.9b20.2x25.2x2.7x
Mon, 28 Aug 2023US$363.8bUS$129.8bUS$14.0b20.5x26.1x2.8x
Wed, 26 Jul 2023US$347.9bUS$116.9bUS$10.1b26x34.6x3x
Price to Earnings Ratio

34.6x


Total Market Cap: US$347.9bTotal Earnings: US$10.1bTotal Revenue: US$116.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Components Industry Price to Earnings3Y Average 55.5x202420252026
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 51.8x which is lower than its 3-year average PE of 55.5x.
  • The 3-year average PS ratio of 3.7x 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 5.6% per year over the last three years.
  • Revenues for these companies have grown 2.9% 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-1.97%
Industrials-1.51%
Electrical-4.19%
Electrical Components-3.46%
Heavy Electrical Equipment-5.37%
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
AME AMETEKUS$237.001.3%
+US$692.2m		32.8%PE35.6x
EMR Emerson ElectricUS$139.540.5%
+US$369.7m		-3.3%PE32.1x
SHLS Shoals Technologies GroupUS$10.302.8%
+US$47.0m		86.6%PE51.5x
ATKR AtkoreUS$73.421.6%
+US$39.8m		-1.2%PS0.9x
EAF GrafTech InternationalUS$6.9317.7%
+US$27.1m		-52.5%PS0.3x

Latest News

NVT
US$154.92
nVent Electric
7D
-3.6%
1Y
104.1%
ROK
US$461.85
Rockwell Automation
7D
-2.2%
1Y
29.7%
EAF
US$6.93
GrafTech International
7D
17.7%
1Y
-52.5%
ETN
US$399.99
Eaton
7D
-1.8%
1Y
5.6%
VICR
US$237.62
Vicor
7D
-12.7%
1Y
400.1%
GNRC
US$214.91
Generac Holdings
7D
-8.1%
1Y
40.4%
AME
US$237.00
AMETEK
7D
1.3%
1Y
32.8%
EMR
US$139.54
Emerson Electric
7D
0.5%
1Y
-3.3%
ATKR
US$73.42
Atkore
7D
1.6%
1Y
-1.2%
VRT
US$289.56
Vertiv Holdings Co
7D
-9.2%
1Y
124.4%
AYI
US$333.72
Acuity
7D
0.2%
1Y
14.0%
Narrative Update • Jul 16

AYI: AIS And Data Center Execution Will Drive Future Upside

Acuity's updated analyst price target of about $398, up from roughly $353, reflects analysts incorporating recent earnings updates, stronger margin expectations, slightly higher modeled revenue growth, and modestly higher future P/E assumptions following a series of price target increases from major research firms. Analyst Commentary Street research on Acuity points to a mix of optimism around execution and margins, balanced by caution on growth visibility and the recent share move.
SHLS
US$10.30
Shoals Technologies Group
7D
2.8%
1Y
86.6%
POWL
US$232.79
Powell Industries
7D
0.3%
1Y
206.0%
NXT
US$103.10
Nextpower
7D
-7.5%
1Y
70.3%
RRX
US$206.81
Regal Rexnord
7D
-3.8%
1Y
35.8%
Narrative Update • Jul 10

RRX: Data Center And Automation Pivot Will Test New CEO Transition

The analyst fair value estimate for Regal Rexnord has increased from $165.00 to $225.00. This change reflects updated assumptions that align with recent price target revisions from multiple firms citing data center exposure, automation opportunities, and expectations for improving growth and margins.
PN
US$4.11
PN Smart Energy
7D
9.9%
1Y
-91.6%