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U.S. Electrical Components Industry Analysis

UpdatedMar 13, 2026
DataAggregated Company Financials
Companies107
  • 7D-1.1%
  • 3M10.6%
  • 1Y52.6%
  • YTDn/a

Over the last 7 days, the Electrical Components industry has dropped 1.1%, driven by Emerson Electric declining 7.1%. In contrast, Vertiv Holdings Co has gained 6.3%. In the past year, the industry has gained 53%. 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
Fri, 13 Mar 2026US$565.5bUS$124.8bUS$11.3b32.2x50x4.5x
Sun, 08 Feb 2026US$574.3bUS$124.9bUS$7.4b36.5x77.4x4.6x
Tue, 06 Jan 2026US$503.6bUS$121.3bUS$6.8b31.9x74x4.2x
Thu, 04 Dec 2025US$490.0bUS$121.2bUS$6.8b32.2x72.5x4x
Sat, 01 Nov 2025US$523.8bUS$119.4bUS$6.7b31.8x78.5x4.4x
Mon, 29 Sep 2025US$469.5bUS$118.0bUS$6.6b29.3x71.5x4x
Wed, 27 Aug 2025US$456.1bUS$117.9bUS$6.6b30.7x69x3.9x
Fri, 25 Jul 2025US$474.5bUS$115.5bUS$5.9b28.4x79.9x4.1x
Sun, 22 Jun 2025US$422.6bUS$115.3bUS$5.9b27.6x71.5x3.7x
Tue, 20 May 2025US$410.9bUS$115.3bUS$5.8b22x70.8x3.6x
Thu, 17 Apr 2025US$335.1bUS$114.5bUS$5.4b20.3x62.4x2.9x
Sat, 15 Mar 2025US$357.3bUS$114.4bUS$5.2b23.6x69.1x3.1x
Mon, 10 Feb 2025US$412.8bUS$114.2bUS$8.5b26.8x48.8x3.6x
Wed, 08 Jan 2025US$440.3bUS$114.6bUS$8.2b22.7x53.4x3.8x
Fri, 06 Dec 2024US$467.8bUS$114.6bUS$8.3b24x56.3x4.1x
Sun, 03 Nov 2024US$415.1bUS$116.3bUS$7.1b19.5x58.3x3.6x
Tue, 01 Oct 2024US$408.7bUS$115.1bUS$6.7b20.4x61.1x3.6x
Thu, 29 Aug 2024US$382.9bUS$115.2bUS$6.6b18.8x58.3x3.3x
Sat, 27 Jul 2024US$399.5bUS$121.6bUS$6.8b20.2x58.9x3.3x
Mon, 24 Jun 2024US$416.5bUS$124.0bUS$7.0b19.1x59.3x3.4x
Wed, 22 May 2024US$437.0bUS$125.2bUS$8.6b21.2x50.7x3.5x
Fri, 19 Apr 2024US$414.4bUS$123.9bUS$8.5b20.2x48.7x3.3x
Sun, 17 Mar 2024US$414.9bUS$124.0bUS$8.5b21x48.8x3.3x
Tue, 13 Feb 2024US$398.3bUS$126.7bUS$10.4b20.2x38.2x3.1x
Thu, 11 Jan 2024US$365.6bUS$124.6bUS$10.4b19.7x35.1x2.9x
Sat, 09 Dec 2023US$344.7bUS$124.7bUS$10.4b19.5x33.2x2.8x
Mon, 06 Nov 2023US$328.7bUS$131.4bUS$12.3b17.6x26.8x2.5x
Wed, 04 Oct 2023US$343.7bUS$129.8bUS$13.9b18.7x24.8x2.6x
Fri, 01 Sep 2023US$374.4bUS$129.8bUS$14.0b21.1x26.8x2.9x
Sun, 30 Jul 2023US$344.3bUS$116.9bUS$10.0b26.3x34.6x2.9x
Tue, 27 Jun 2023US$327.5bUS$116.8bUS$9.8b25.8x33.5x2.8x
Thu, 25 May 2023US$290.1bUS$116.7bUS$9.9b22.9x29.4x2.5x
Sat, 22 Apr 2023US$288.4bUS$114.1bUS$9.9b19.4x29.3x2.5x
Mon, 20 Mar 2023US$284.0bUS$113.8bUS$9.9b19.3x28.8x2.5x
Price to Earnings Ratio

28.8x


Total Market Cap: US$284.0bTotal 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 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 52.9x.
  • The 3-year average PS ratio of 3.4x is lower than the industry's current PS ratio of 4.5x.
Past Earnings Growth
  • The earnings for companies in the Electrical Components and Equipment industry have grown 4.6% 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-4.06%
Electrical-0.39%
Electrical Components-1.14%
Heavy Electrical Equipment1.11%
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$265.386.3%
+US$6.0b		219.4%PE76.2x
NXT NextpowerUS$115.9012.1%
+US$1.9b		156.6%PE29.1x
AMPX Amprius TechnologiesUS$18.2922.8%
+US$502.8m		921.8%PS34.3x
TE T1 EnergyUS$7.7413.7%
+US$251.6m		456.8%PS5.2x
POWL Powell IndustriesUS$513.562.1%
+US$128.1m		208.1%PE33.3x

Latest News

ETN
US$348.64
Eaton
7D
-1.7%
1Y
22.9%
AMPX
US$18.29
Amprius Technologies
7D
22.8%
1Y
921.8%
AME
US$215.57
AMETEK
7D
-5.0%
1Y
24.7%
VICR
US$167.81
Vicor
7D
-7.8%
1Y
229.0%

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$265.38
Vertiv Holdings Co
7D
6.3%
1Y
219.4%
EMR
US$132.18
Emerson Electric
7D
-7.1%
1Y
21.0%

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$257.79
Acuity
7D
-8.5%
1Y
-0.004%

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.
RRX
US$187.63
Regal Rexnord
7D
-5.7%
1Y
63.3%

RRX: Higher Margin Outlook Will Offset AI Hardware Pressure Concerns

Our updated narrative price target for Regal Rexnord increases by about $4 to roughly $236, as analysts weigh stronger assumed profit margins against a slightly higher discount rate and a more moderate future P/E multiple, while also flagging potential AI related pressure on high margin hardware exposure. Analyst Commentary Recent Street research on Regal Rexnord centers on two themes: the reassessment of valuation after multiple price target changes, and the risk that AI-driven automation could pressure high-margin hardware economics over time.
ROK
US$358.20
Rockwell Automation
7D
-5.4%
1Y
40.3%

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.
SES
US$1.22
SES AI
7D
13.0%
1Y
202.7%
GNRC
US$204.10
Generac Holdings
7D
-6.7%
1Y
59.8%
PLPC
US$260.84
Preformed Line Products
7D
4.7%
1Y
111.2%
TE
US$7.74
T1 Energy
7D
13.7%
1Y
456.8%

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.
FLNC
US$16.42
Fluence Energy
7D
4.2%
1Y
214.6%

FLNC: Backlog Conversion And Margin Delivery Will Test Recently Raised Expectations

Analysts have nudged their fair value estimate for Fluence Energy higher to $9.0 from $8.0, citing recent price target revisions and an improved view of U.S. demand, along with adjustments to revenue growth, profit margin assumptions, discount rate, and future P/E expectations. Analyst Commentary Recent Street research on Fluence Energy reflects a mix of optimism and caution, with several firms adjusting price targets in both directions.
NXT
US$115.90
Nextpower
7D
12.1%
1Y
156.6%
POWL
US$513.56
Powell Industries
7D
2.1%
1Y
208.1%

Powell Industries Inc. (POWL): The Electrification Specialist – Powering Data Centers and LNG Megaprojects in 2026.

Powell Industries (POWL) is currently operating as a high-voltage leader in the electrical infrastructure space, trading at $511.12 as of the March 3, 2026, close. Despite a 4.0% intraday pullback today, the company remains one of the most explosive industrial stories of the decade, having surged from a small-cap niche player into a mid-cap powerhouse with a $6.3 billion market capitalization.