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U.S. Electrical Components Industry Analysis

UpdatedMar 25, 2026
DataAggregated Company Financials
Companies107
  • 7D1.6%
  • 3M14.8%
  • 1Y48.9%
  • YTDn/a

Over the last 7 days, the Electrical Components industry has risen 1.6%, driven by gains from Eaton of 2.8%. This means that the industry has gained 49% over the past year. Earnings are forecast to grow by 17% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 25 Mar 2026US$549.3bUS$124.8bUS$11.2b33.6x48.9x4.4x
Fri, 20 Feb 2026US$582.6bUS$124.5bUS$7.5b35.3x77.3x4.7x
Sun, 18 Jan 2026US$525.8bUS$121.4bUS$6.8b33.8x77.1x4.3x
Tue, 16 Dec 2025US$491.8bUS$121.2bUS$6.8b32.4x72.5x4.1x
Thu, 13 Nov 2025US$509.6bUS$121.4bUS$6.9b30.2x73.9x4.2x
Sat, 11 Oct 2025US$495.0bUS$118.2bUS$6.6b28.2x75.4x4.2x
Mon, 08 Sep 2025US$456.0bUS$118.0bUS$6.6b29.8x68.8x3.9x
Wed, 06 Aug 2025US$477.9bUS$117.3bUS$6.2b28.6x77.1x4.1x
Fri, 04 Jul 2025US$458.0bUS$115.5bUS$5.9b28.5x77.8x4x
Sun, 01 Jun 2025US$402.1bUS$115.3bUS$5.8b26x68.9x3.5x
Tue, 29 Apr 2025US$354.9bUS$114.9bUS$5.5b20.8x64.2x3.1x
Thu, 27 Mar 2025US$379.3bUS$114.4bUS$5.2b23.7x72.8x3.3x
Sat, 22 Feb 2025US$395.7bUS$114.5bUS$8.6b24.6x46x3.5x
Mon, 20 Jan 2025US$440.5bUS$114.7bUS$8.2b23.5x53.4x3.8x
Wed, 18 Dec 2024US$448.4bUS$114.6bUS$8.3b23.9x54x3.9x
Fri, 15 Nov 2024US$458.5bUS$115.8bUS$8.0b25.7x57.5x4x
Sun, 13 Oct 2024US$424.3bUS$115.1bUS$6.7b21x63.1x3.7x
Tue, 10 Sep 2024US$363.8bUS$115.2bUS$6.6b17.9x54.9x3.2x
Thu, 08 Aug 2024US$362.2bUS$115.5bUS$7.0b17x52.1x3.1x
Sat, 06 Jul 2024US$410.9bUS$121.4bUS$6.7b19.2x61.2x3.4x
Mon, 03 Jun 2024US$437.0bUS$124.0bUS$7.0b21.6x62.5x3.5x
Wed, 01 May 2024US$417.5bUS$124.0bUS$8.4b21.1x49.9x3.4x
Fri, 29 Mar 2024US$433.9bUS$124.0bUS$8.5b22.2x51.2x3.5x
Sun, 25 Feb 2024US$399.9bUS$125.9bUS$10.0b19.5x40x3.2x
Tue, 23 Jan 2024US$366.6bUS$124.6bUS$10.4b19.3x35.2x2.9x
Thu, 21 Dec 2023US$373.6bUS$124.7bUS$10.4b20.3x36x3x
Sat, 18 Nov 2023US$335.2bUS$124.6bUS$10.5b18.7x31.9x2.7x
Mon, 16 Oct 2023US$339.2bUS$129.7bUS$13.8b18.3x24.5x2.6x
Wed, 13 Sep 2023US$371.0bUS$129.8bUS$13.9b21.3x26.6x2.9x
Fri, 11 Aug 2023US$364.5bUS$130.3bUS$14.3b21.1x25.5x2.8x
Sun, 09 Jul 2023US$334.1bUS$116.7bUS$10.0b25.9x33.5x2.9x
Tue, 06 Jun 2023US$312.2bUS$116.8bUS$9.8b24.6x31.9x2.7x
Thu, 04 May 2023US$292.3bUS$116.0bUS$10.1b18.1x28.9x2.5x
Sat, 01 Apr 2023US$305.5bUS$114.0bUS$9.9b19.1x31x2.7x
Price to Earnings Ratio

31x


Total Market Cap: US$305.5bTotal Earnings: US$9.9bTotal Revenue: US$114.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Components Industry Price to Earnings3Y Average 53.1x202420252026
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 48.9x which is lower than its 3-year average PE of 53.1x.
  • 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 4.4% 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 Market-2.29%
Industrials-1.23%
Electrical2.61%
Electrical Components1.60%
Heavy Electrical Equipment4.56%
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$374.102.8%
+US$3.9b		24.7%PE35.5x
NVT nVent ElectricUS$125.619.5%
+US$1.8b		114.9%PE47.4x
HUBB HubbellUS$505.627.3%
+US$1.8b		43.0%PE30.3x
VRT Vertiv Holdings CoUS$270.890.9%
+US$948.8m		195.8%PE77.8x
ENS EnerSysUS$177.147.7%
+US$466.5m		81.6%PE20.9x

Latest News

POWL
US$560.46
Powell Industries
7D
7.3%
1Y
185.8%
RRX
US$189.49
Regal Rexnord
7D
-0.5%
1Y
51.7%
HUBB
US$505.62
Hubbell
7D
7.3%
1Y
43.0%
EOSE
US$5.09
Eos Energy Enterprises
7D
-9.8%
1Y
21.5%

EOSE: Manufacturing Improvements And 2026 Guidance Will Support Future Repricing

Eos Energy Enterprises’ latest Narrative Update reflects a lower implied analyst price target, aligning with recent Street moves that cut targets to $6 to $12 and cited weak post earnings trading, stretched valuation, execution risk and forecasting concerns, even as analysts acknowledge operational progress and management confidence in demand and 2026 guidance. Analyst Commentary Recent Street research on Eos Energy Enterprises points to a reset in expectations, with price targets moved into the US$6 to US$12 range and several ratings shifted to Neutral following the latest Q4 results and 2026 outlook.
TE
US$6.61
T1 Energy
7D
-15.1%
1Y
352.7%
AMPX
US$17.76
Amprius Technologies
7D
-8.4%
1Y
438.2%

AMPX: Drone Demand And NDAA Progress Will Shape Measured Repricing Potential

Analysts have raised the fair value estimate for Amprius Technologies from $16.00 to $18.00. This change reflects a higher average Street price target in the $20 to $22 range, which is tied to stronger revenue guidance, improving profitability assumptions, and growing confidence in the commercial traction of its silicon anode battery platform across drones, space, and emerging electric mobility markets.
PLUG
US$2.29
Plug Power
7D
-1.7%
1Y
49.7%

PLUG: Hydrogen Power Auction And 2026 EBITDA Turnaround Aims To Rebuild Confidence

Plug Power's analyst fair value estimate edges from $2.75 to about $2.74, as analysts recalibrate price targets between $1 and $2 on mixed execution, slower anticipated revenue growth, and a "show me" stance on the path to positive EBITDA by 2026. Analyst Commentary Bullish Takeaways Bullish analysts highlight Plug Power's reiterated goal to reach positive EBITDA in 2026 as a key pillar supporting fair value, even if they view it as needing further proof.
RUN
US$12.75
Sunrun
7D
-4.1%
1Y
94.4%

RUN: Financing Complexity And Grid Projects Will Shape Future Cash Generation Potential

Sunrun's analyst fair value estimate has been revised down from $16.37 to $12.81 as analysts factor in lower solar origination growth, a more muted revenue outlook, and slightly softer margin expectations, despite mixed views on long term cash generation and valuation. Analyst Commentary Recent Street research on Sunrun highlights a split view, with a cluster of reduced price targets and rating downgrades offset by some more constructive opinions that emphasize cash generation and operational progress.
VRT
US$270.89
Vertiv Holdings Co
7D
0.9%
1Y
195.8%

VRT: AI Data Center Infrastructure Partnerships Will Drive Further Upside

Analysts maintained Vertiv Holdings Co.'s price target at $320.00, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E that remain broadly consistent with prior expectations. What's in the News Vertiv outlined its role in NVIDIA's Vera Rubin DSX AI factory reference design and Omniverse DSX Blueprint, providing simulation ready digital power and cooling assets, validated interfaces, and standardized 12.5MW Vertiv OneCore infrastructure blocks intended to support AI deployments from smaller clusters to gigawatt scale projects.
NXT
US$124.86
Nextpower
7D
2.5%
1Y
176.2%
NVT
US$125.61
nVent Electric
7D
9.5%
1Y
114.9%

NVT: Rich Future P/E And Acquisition Ambitions Will Pressure Forward Returns

Analysts now set their fair value estimate for nVent Electric at about $85.03, a slight uptick from roughly $84.94. This reflects updated views on the discount rate, revenue growth near 5.29% and profit margin assumptions around 16.61%, along with a future P/E of about 23.20x.
ETN
US$374.10
Eaton
7D
2.8%
1Y
24.7%
ENS
US$177.14
EnerSys
7D
7.7%
1Y
81.6%

ENS: Share Repurchases And Stable Margins Will Support Future Upside Potential

Analysts have maintained their $188.10 price target for EnerSys, citing largely unchanged assumptions around discount rate, revenue growth, profit margins and future P/E. Taken together, these reflect a consistent view of the company’s valuation inputs.
VICR
US$180.50
Vicor
7D
-8.1%
1Y
230.6%

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.
EMR
US$130.15
Emerson Electric
7D
-1.8%
1Y
12.9%

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$282.86
Acuity
7D
5.6%
1Y
2.7%

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.