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U.S. Electrical Components Industry Analysis

UpdatedJun 15, 2026
DataAggregated Company Financials
Companies109
  • 7D-0.02%
  • 3M14.0%
  • 1Y49.7%
  • YTDn/a

The Electrical Components industry has stayed flat over the last week. The past year has been better, since the industry has gained 50% in that time. As for the next few years, earnings are expected to grow by 19% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 15 Jun 2026US$634.5bUS$127.4bUS$11.9b38.1x53.5x5x
Wed, 13 May 2026US$674.8bUS$127.9bUS$12.0b37.6x56.3x5.3x
Fri, 10 Apr 2026US$591.1bUS$125.3bUS$11.0b35.3x53.6x4.7x
Sun, 08 Mar 2026US$539.5bUS$124.7bUS$11.3b32x47.7x4.3x
Tue, 03 Feb 2026US$538.4bUS$121.7bUS$6.8b35.6x78.8x4.4x
Thu, 01 Jan 2026US$485.1bUS$121.3bUS$6.8b31.5x71.3x4x
Sat, 29 Nov 2025US$494.9bUS$121.2bUS$6.8b31.9x73.3x4.1x
Mon, 27 Oct 2025US$512.9bUS$119.1bUS$6.8b30.7x75x4.3x
Wed, 24 Sep 2025US$486.3bUS$118.0bUS$6.6b29.2x74x4.1x
Fri, 22 Aug 2025US$450.7bUS$118.0bUS$6.6b30.2x68.1x3.8x
Sun, 20 Jul 2025US$468.3bUS$115.5bUS$5.9b28.1x79.4x4.1x
Tue, 17 Jun 2025US$412.1bUS$115.3bUS$5.9b26.2x69.7x3.6x
Thu, 15 May 2025US$411.2bUS$115.0bUS$5.9b22x70x3.6x
Sat, 12 Apr 2025US$326.7bUS$114.5bUS$5.4b20.2x60.9x2.9x
Mon, 10 Mar 2025US$373.4bUS$114.4bUS$5.2b24.5x71.4x3.3x
Wed, 05 Feb 2025US$414.0bUS$114.7bUS$8.3b23.5x49.7x3.6x
Fri, 03 Jan 2025US$421.3bUS$114.6bUS$8.3b22.7x50.6x3.7x
Sun, 01 Dec 2024US$464.1bUS$114.6bUS$8.2b24.6x56.4x4x
Tue, 29 Oct 2024US$419.7bUS$115.4bUS$6.9b21.6x61x3.6x
Thu, 26 Sep 2024US$403.4bUS$115.1bUS$6.7b19.8x60.3x3.5x
Sat, 24 Aug 2024US$379.1bUS$115.2bUS$6.6b19.4x57.7x3.3x
Mon, 22 Jul 2024US$412.8bUS$121.4bUS$6.7b21.3x61.6x3.4x
Wed, 19 Jun 2024US$420.3bUS$124.0bUS$7.0b19.7x59.9x3.4x
Fri, 17 May 2024US$444.2bUS$125.2bUS$8.7b19.5x51.2x3.5x
Sun, 14 Apr 2024US$432.7bUS$123.9bUS$8.4b21.4x51.2x3.5x
Tue, 12 Mar 2024US$409.8bUS$124.0bUS$8.5b22.2x48.4x3.3x
Thu, 08 Feb 2024US$375.6bUS$125.6bUS$10.6b19.4x35.4x3x
Sat, 06 Jan 2024US$361.5bUS$124.6bUS$10.4b19.7x34.8x2.9x
Mon, 04 Dec 2023US$348.8bUS$124.6bUS$10.4b19.1x33.4x2.8x
Wed, 01 Nov 2023US$317.4bUS$130.8bUS$14.1b17x22.4x2.4x
Fri, 29 Sep 2023US$350.3bUS$129.9bUS$13.9b20.9x25.1x2.7x
Sun, 27 Aug 2023US$363.6bUS$129.8bUS$14.0b20.5x26.1x2.8x
Tue, 25 Jul 2023US$350.4bUS$116.8bUS$10.0b27.1x35.1x3x
Thu, 22 Jun 2023US$329.2bUS$116.8bUS$9.8b25.7x33.6x2.8x
Price to Earnings Ratio

33.6x


Total Market Cap: US$329.2bTotal Earnings: US$9.8bTotal Revenue: US$116.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Components Industry Price to Earnings3Y Average 54.9x202420252026
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 54.9x.
  • The 3-year average PS ratio of 3.6x is lower than the industry's current PS ratio of 5.0x.
Past Earnings Growth
  • The earnings for companies in the Electrical Components and Equipment industry have grown 6.6% 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 Market0.50%
Industrials1.35%
Electrical0.18%
Electrical Components-0.018%
Heavy Electrical Equipment0.54%
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
EMR Emerson ElectricUS$143.072.9%
+US$2.2b		11.2%PE32.9x
VICR VicorUS$322.4117.3%
+US$2.2b		619.0%PE107.5x
VRT Vertiv Holdings CoUS$302.870.8%
+US$883.5m		160.1%PE74.7x
ROK Rockwell AutomationUS$459.341.7%
+US$854.6m		41.6%PE47.1x
NVT nVent ElectricUS$169.003.2%
+US$839.3m		140.1%PE56.7x

Latest News

GNRC
US$262.36
Generac Holdings
7D
-1.3%
1Y
107.7%
Seeking Alpha • 7h

Generac: The AI Grid Resiliency Trade Has Only Started

Summary Generac is transitioning from a hurricane-driven generator provider to a critical AI data center infrastructure supplier, warranting a buy rating. GNRC’s expanding Commercial & Industrial segment, now 43% of sales, is fueled by a $700M+ data center backlog and a major hyperscale supply agreement. Rising AI-driven power demand and under-penetrated residential markets create multi-year growth tailwinds, with management raising 2026 guidance to mid-to-high-teens sales growth. Despite a premium valuation (~17.7x EV/EBITDA), GNRC’s improving margins, backlog visibility, and strategic positioning justify the multiple for industrial growth exposure. Read the full article on Seeking Alpha
VICR
US$322.41
Vicor
7D
17.3%
1Y
619.0%
NVT
US$169.00
nVent Electric
7D
3.2%
1Y
140.1%
NXT
US$121.88
Nextpower
7D
-3.0%
1Y
100.6%
ROK
US$459.34
Rockwell Automation
7D
1.7%
1Y
41.6%
ETN
US$391.39
Eaton
7D
-2.9%
1Y
15.8%
Narrative Update • Jun 12

ETN: AI Data Center And Thermal Demand Will Drive Future Upside

Analysts have raised Eaton's fair value estimate to $534.00 from $491.40, citing refreshed models that incorporate higher assumed revenue growth and a modestly higher future P/E multiple, despite slightly lower projected profit margins and an updated discount rate. Analyst Commentary Recent Street research has leaned constructive on Eaton, with several bullish analysts raising price targets and initiating coverage with positive views.
RUN
US$12.89
Sunrun
7D
-4.2%
1Y
33.7%
AMSC
US$41.10
American Superconductor
7D
-5.2%
1Y
38.8%
AME
US$227.12
AMETEK
7D
0.5%
1Y
27.1%
PLUG
US$2.76
Plug Power
7D
-13.5%
1Y
110.7%
Seeking Alpha • Jun 11

Plug Power: A Turnaround Is In The Making, Though Time Is Running Out

Summary Plug Power is rated Hold as operational improvements are offset by severe cash burn and looming liquidity risks. Q1 2026 saw a 42 ppt YoY gross margin improvement and 22% revenue growth, but quarterly cash burn remains $150M with only 4.5 months of runway. PLUG’s turnaround hinges on closing the $142M Stream Data Centers deal by June 30, 2026, and sustaining margin gains. Valuation implies modest upside ($3.10–$3.50/share) but substantial downside risk if liquidity events or margin progress falter. Read the full article on Seeking Alpha
VRT
US$302.87
Vertiv Holdings Co
7D
0.8%
1Y
160.1%
HUBB
US$489.73
Hubbell
7D
1.0%
1Y
25.0%
AMPX
US$16.31
Amprius Technologies
7D
-13.4%
1Y
299.8%
Narrative Update • Jun 10

AMPX: Defense Demand And New Customers Will Test Silicon Battery Scaling Potential

Analysts have maintained their $18.00 fair value target for Amprius Technologies, citing refreshed coverage that highlights a larger addressable market, revenue projections of $530 million by 2029, and confidence in the company's silicon anode battery technology as key supports for the valuation. Analyst Commentary Recent coverage paints a mixed picture for Amprius Technologies.
EMR
US$143.07
Emerson Electric
7D
2.9%
1Y
11.2%
ENVX
US$6.66
Enovix
7D
-9.0%
1Y
-24.8%
RRX
US$218.85
Regal Rexnord
7D
4.1%
1Y
53.9%
Seeking Alpha • Jun 04

Regal Rexnord: A Smaller AI Derivative Coming To Life

Summary Regal Rexnord has rallied on a lower valuation, reduced leverage, and strong datacenter-driven order growth. Regal Rexnord´s Q1 sales rose 4% to $1.48B, with organic growth at 2% and notable strength in automation and motion control. Datacenter order intake is a significant new growth engine, but core business growth outside datacenters remains sluggish. Shares have re-rated to 19–20x earnings, reflecting optimism on datacenter momentum, yet I remain cautious given mediocre core performance. Read the full article on Seeking Alpha