Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Electrical Components Industry Analysis

UpdatedMar 27, 2026
DataAggregated Company Financials
Companies108
  • 7D-2.3%
  • 3M10.6%
  • 1Y52.5%
  • YTDn/a

Over the last 7 days, the Electrical Components industry has dropped 2.3%, driven by a pullback from Vertiv Holdings Co of 6.2%. Over the past 12 months, the industry was up 53%. Looking forward, 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, 27 Mar 2026US$571.6bUS$124.8bUS$11.2b32.3x50.9x4.6x
Sun, 22 Feb 2026US$578.9bUS$124.4bUS$7.6b35.5x75.8x4.7x
Tue, 20 Jan 2026US$525.8bUS$121.4bUS$6.8b33.8x77.1x4.3x
Thu, 18 Dec 2025US$485.4bUS$121.2bUS$6.8b31.3x71.6x4x
Sat, 15 Nov 2025US$488.1bUS$121.2bUS$7.0b28.7x70x4x
Mon, 13 Oct 2025US$482.1bUS$118.2bUS$6.6b28.2x73.4x4.1x
Wed, 10 Sep 2025US$467.3bUS$118.0bUS$6.6b31.9x70.5x4x
Fri, 08 Aug 2025US$457.3bUS$117.6bUS$6.6b28x68.8x3.9x
Sun, 06 Jul 2025US$458.1bUS$115.5bUS$5.9b28.5x77.8x4x
Tue, 03 Jun 2025US$402.4bUS$115.3bUS$5.8b25.5x69x3.5x
Thu, 01 May 2025US$354.8bUS$114.9bUS$5.5b21x64x3.1x
Sat, 29 Mar 2025US$358.6bUS$114.4bUS$5.4b22.9x66.8x3.1x
Mon, 24 Feb 2025US$395.6bUS$114.5bUS$8.6b24.6x46x3.5x
Wed, 22 Jan 2025US$440.6bUS$114.7bUS$8.2b23.7x53.4x3.8x
Fri, 20 Dec 2024US$421.4bUS$114.6bUS$8.3b22.7x50.7x3.7x
Sun, 17 Nov 2024US$446.0bUS$115.7bUS$8.0b23.6x55.6x3.9x
Tue, 15 Oct 2024US$424.3bUS$115.1bUS$6.7b21x63.1x3.7x
Thu, 12 Sep 2024US$373.7bUS$115.2bUS$6.6b18.4x56.5x3.2x
Sat, 10 Aug 2024US$368.9bUS$115.2bUS$6.5b18.2x56.4x3.2x
Mon, 08 Jul 2024US$408.3bUS$121.4bUS$6.7b19.2x60.8x3.4x
Wed, 05 Jun 2024US$428.5bUS$124.0bUS$7.0b20.2x61.3x3.5x
Fri, 03 May 2024US$412.7bUS$124.8bUS$8.6b20.8x48.2x3.3x
Sun, 31 Mar 2024US$433.9bUS$123.8bUS$8.5b22.4x51.3x3.5x
Tue, 27 Feb 2024US$402.2bUS$125.9bUS$10.0b19.7x40.3x3.2x
Thu, 25 Jan 2024US$367.4bUS$124.6bUS$10.4b18.9x35.3x2.9x
Sat, 23 Dec 2023US$374.6bUS$124.7bUS$10.4b20.8x36.1x3x
Mon, 20 Nov 2023US$339.0bUS$124.4bUS$10.4b18.7x32.5x2.7x
Wed, 18 Oct 2023US$344.9bUS$129.7bUS$13.8b18.9x24.9x2.7x
Fri, 15 Sep 2023US$358.9bUS$129.8bUS$13.9b21.5x25.8x2.8x
Sun, 13 Aug 2023US$364.3bUS$130.4bUS$14.2b20.9x25.7x2.8x
Tue, 11 Jul 2023US$340.7bUS$116.7bUS$10.0b26.3x34.1x2.9x
Thu, 08 Jun 2023US$312.4bUS$116.8bUS$9.8b25.7x31.9x2.7x
Sat, 06 May 2023US$293.1bUS$116.1bUS$9.8b19.5x29.8x2.5x
Mon, 03 Apr 2023US$305.7bUS$114.0bUS$9.8b19.1x31.1x2.7x
Price to Earnings Ratio

31.1x


Total Market Cap: US$305.7bTotal Earnings: US$9.8bTotal 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 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 53.1x.
  • The 3-year average PS ratio of 3.4x is lower than the industry's current PS ratio of 4.6x.
Past Earnings Growth
  • The earnings for companies in the Electrical Components and Equipment industry have grown 4.5% 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-1.62%
Industrials-1.51%
Electrical-3.04%
Electrical Components-2.35%
Heavy Electrical Equipment-4.31%
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
ST Sensata Technologies HoldingUS$35.534.6%
+US$227.3m		36.0%PE165.4x
NXT NextpowerUS$119.850.9%
+US$164.8m		180.4%PE30.1x
RRX Regal RexnordUS$187.391.1%
+US$131.8m		55.1%PE44.6x
ATKR AtkoreUS$60.526.6%
+US$125.9m		-2.9%PS0.7x
THR Thermon Group HoldingsUS$51.065.2%
+US$82.8m		76.4%PE28.5x

Latest News

AYI
US$270.34
Acuity
7D
0.9%
1Y
0.9%
ST
US$35.53
Sensata Technologies Holding
7D
4.6%
1Y
36.0%
VICR
US$157.96
Vicor
7D
-16.9%
1Y
212.0%

VICR: Higher P/E Assumptions And Index Shift Will Support Bullish View

Analysts have raised their Vicor price target by $60. They cite updated assumptions on the discount rate, revenue growth, profit margin, and future P/E that together support a refreshed view of the stock's potential value.
VRT
US$252.40
Vertiv Holdings Co
7D
-6.2%
1Y
230.7%
EMR
US$126.31
Emerson Electric
7D
-2.8%
1Y
12.7%

EMR: AI Automation Demand And High Margins Will Drive Future Upside

Emerson Electric's analyst price targets have generally moved higher, with several firms lifting their views by $4 to $30 to reflect updated expectations around AI driven demand and software exposure, while also flagging emerging competitive risks in high margin hardware and automation software. Analyst Commentary Bullish analysts are focusing on Emerson Electric's mix of high margin automation hardware and software, with several research notes pointing to AI related demand as an important theme in recent price target updates.
RRX
US$187.39
Regal Rexnord
7D
1.1%
1Y
55.1%
HUBB
US$481.67
Hubbell
7D
-2.2%
1Y
40.8%
ETN
US$357.10
Eaton
7D
-0.9%
1Y
27.1%

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

Analysts have nudged Eaton's fair value estimate higher, with the updated price target moving from $483.16 to $491.40 as they factor in the Boyd Thermal acquisition, changes to P/E assumptions, and a refreshed view on revenue growth and profitability. Analyst Commentary Recent research updates show a mix of views on Eaton, with some firms trimming price targets and others lifting them or upgrading ratings following the Boyd Thermal acquisition and model refreshes.
SHLS
US$6.47
Shoals Technologies Group
7D
7.1%
1Y
89.2%
TE
US$6.28
T1 Energy
7D
-18.5%
1Y
342.3%
AMPX
US$17.16
Amprius Technologies
7D
-10.2%
1Y
481.7%

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.
ATKR
US$60.52
Atkore
7D
6.6%
1Y
-2.9%

ATKR: Higher Future P/E Assumptions Will Shape Prospective Upside Path

Atkore's updated analyst price target moves to $73.00 from $71.40 as analysts factor in a slightly higher assumed discount rate, modest adjustments to long term revenue growth and profit margin assumptions, and a higher future P/E multiple. Analyst Commentary Recent Street research on Atkore reflects a generally constructive tone around the shares, with several firms lifting their price targets.
AMSC
US$32.31
American Superconductor
7D
5.3%
1Y
66.5%

AMSC: Data Center Superconductor Demand Will Support Future Margin Expansion

Analysts have raised their price target on American Superconductor by $0.10, citing updated assumptions around the company’s discount rate and long-term P/E framework, while keeping their fair value estimate unchanged at $52.33. What's in the News Microsoft is exploring high temperature superconductors to run data centers with zero resistance power flow, aiming to cut space and power infrastructure needs and address AI driven energy demand and grid constraints (The Verge via The Fly).
NXT
US$119.85
Nextpower
7D
0.9%
1Y
180.4%
NVT
US$118.44
nVent Electric
7D
-3.4%
1Y
117.0%

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.
THR
US$51.06
Thermon Group Holdings
7D
5.2%
1Y
76.4%

THR: Pending CECO Deal And Liquidity Will Shape Future Returns

Analysts have reduced their price target on Thermon Group Holdings from about $54.67 to $51.00, citing updates to fair value assumptions, a slightly higher discount rate, and a modestly lower future P/E multiple, while keeping core revenue growth and profit margin expectations essentially unchanged. What's in the News CECO Environmental Corp.