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U.S. Electrical Components Industry Analysis

UpdatedJul 02, 2026
DataAggregated Company Financials
Companies108
  • 7D0.2%
  • 3M18.1%
  • 1Y45.1%
  • YTDn/a

Over the last 7 days, the Electrical Components industry has risen 4.5%, driven by gains from Eaton of 5.1%. Meanwhile, Factorial Energy actually underperformed within the industry, shrinking 14% in the last week. This means that the industry has gained 52% over the past year. Earnings are forecast to grow by 19% annually.

Latest News

VRT
US$311.42
Vertiv Holdings Co
7D
-1.6%
1Y
150.5%
VICR
US$350.21
Vicor
7D
8.7%
1Y
663.8%
AME
US$237.13
AMETEK
7D
0.7%
1Y
30.3%
Seeking Alpha • 20h

Ametek: Continued Additions To Its M&A Track Record

Summary Ametek remains near all-time highs, driven by robust organic and inorganic growth, including a substantial $5B Indicor acquisition. The Indicor deal adds $1.1B in sales, superior EBITDA margins, and is accretive to cash earnings in year one, with $120M in expected synergies. Ametek's 2024 guidance was raised after strong Q1 results, but shares trade at a demanding 26–27x earnings, compressing only slightly from prior levels. While I applaud Ametek´s quality and execution, I await a more attractive entry point—around 20x earnings—given the current valuation premium. Read the full article on Seeking Alpha
FCEL
US$31.89
FuelCell Energy
7D
47.9%
1Y
499.4%
Seeking Alpha • 22h

FuelCell Energy: Data-Center Power Makes The Risk Worth Taking

Summary I recommend a buy rating for FuelCell Energy (FCEL) due to its emerging data-center power demand and standardized product offering. FCEL’s 12.5 MW standardized Energy Block targets rapid, repeatable deployments, with a proposal pipeline exceeding 5 GW—90% tied to data centers. The Fit Energy agreement secures an initial 30 MW tranche, validating FCEL’s data-center strategy and supporting a 380 MW framework. FCEL’s Torrington facility expansion to 500 MW annual capacity underpins the revenue ramp thesis, though execution and order conversion risks remain. Read the full article on Seeking Alpha
ST
US$46.55
Sensata Technologies Holding
7D
-3.4%
1Y
45.2%
NVT
US$159.99
nVent Electric
7D
-4.5%
1Y
117.9%
Narrative Update • Jun 30

NVT: AI Data Center Hype And Rich P/E Will Pressure Returns

Analysts have raised their fair value estimate for nVent Electric from $116.20 to $145.21, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E that support a higher price target range. What’s in the News for nVent Electric nVent Electric reports record sales, orders, and backlog tied to demand for AI data center infrastructure, particularly liquid cooling solutions, according to recent coverage.
POWL
US$264.86
Powell Industries
7D
-10.1%
1Y
263.6%
AYI
US$367.53
Acuity
7D
20.3%
1Y
20.1%
Analysis Article • Jun 29

Acuity Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Shareholders of Acuity Inc. ( NYSE:AYI ) will be pleased this week, given that the stock price is up 13% to US$362...
AMPX
US$13.59
Amprius Technologies
7D
8.5%
1Y
210.3%
HUBB
US$490.12
Hubbell
7D
-5.4%
1Y
18.1%
ETN
US$412.31
Eaton
7D
1.9%
1Y
15.1%
Narrative Update • Jun 26

ETN: AI Data Center Story Will Face Mobility Deal Execution Risks

Analysts have lifted their blended price target for Eaton to about $346 from roughly $329, reflecting updated views on its earnings power, margin profile and valuation multiples following a series of recent research revisions. Analyst Commentary Recent research updates on Eaton highlight a mix of optimism on the earnings and margin story alongside a more restrained tone from some corners of the Street.
RRX
US$229.36
Regal Rexnord
7D
4.9%
1Y
51.1%
Narrative Update • Jun 25

RRX: Data Center Demand And Backlog Will Support Repricing Potential

The analyst price target for Regal Rexnord has shifted modestly higher to $252.40, with analysts pointing to supportive data center demand, a projected rebound in short-cycle industrial activity, and updated sector views on automation stocks as the main drivers behind the change. Analyst Commentary Recent research on Regal Rexnord highlights both supportive trends and execution questions that matter for anyone weighing the current valuation.
RUN
US$13.11
Sunrun
7D
-9.1%
1Y
45.8%
Seeking Alpha • Jun 25

Sunrun: What To Make Of The Tesla And Renew Home Tie-Up?

Summary Sunrun, which has lagged its clean energy and mid-cap peers quite significantly YTD, received a shot in the arm yesterday with news of a partnership with Tesla and Renew Home. The new partnership targets surging data center energy demand, potentially offering 17GW of flexible capacity, but lacks signed deals and clear RUN-specific economics. The dexterity with which this partnership could potentially harness and distribute power may serve as a big draw for hyperscalers who are facing encumbrances by relying on the centralized grid. I maintain a hold rating on RUN, as the partnership's promise is offset by incomplete details and ongoing bearish sentiment. Read the full article on Seeking Alpha
ROK
US$482.82
Rockwell Automation
7D
4.9%
1Y
40.9%
GNRC
US$270.22
Generac Holdings
7D
-4.9%
1Y
79.4%
Narrative Update • Jun 23

GNRC: Data Center Contracts And Fair Valuation Will Shape The Next Upswing

Generac Holdings' updated analyst fair value estimate has shifted to $284.00 from $203.41, supported by analysts citing higher confidence in the earnings trajectory and potential upside from data center contract opportunities. These factors are reflected in recent price target increases from firms such as UBS and Jefferies.
EMR
US$139.52
Emerson Electric
7D
-1.4%
1Y
1.3%
Narrative Update • Jun 22

EMR: Long Term Energy Projects And Industrial AI Partnerships Will Shape Returns

Emerson Electric's analyst price target has been nudged slightly lower by less than $1 as analysts balance mixed ratings and revised targets, while also noting that the company has exposure to long-term demand trends and limited software risk from AI. Analyst Commentary Recent research on Emerson Electric highlights a mix of enthusiasm about its exposure to long-term demand trends and caution around execution risks and valuation, which helps explain the small adjustment in the overall analyst price target picture.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 02 Jul 2026US$678.8bUS$127.5bUS$11.8b44.8x57.4x5.3x
Sat, 30 May 2026US$652.7bUS$128.0bUS$11.9b42.7x54.7x5.1x
Mon, 27 Apr 2026US$641.1bUS$125.8bUS$11.4b36.1x56.3x5.1x
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
Price to Earnings Ratio

33.5x


Total Market Cap: US$334.1bTotal Earnings: US$10.0bTotal Revenue: US$116.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Components Industry Price to Earnings3Y Average 55.2x202420252026
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 55.2x.
  • The 3-year average PS ratio of 3.6x is lower than the industry's current PS ratio of 5.1x.
Past Earnings Growth
  • The earnings for companies in the Electrical Components and Equipment industry have grown 5.8% per year over the last three years.
  • Revenues for these companies have grown 3.0% 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 Market1.64%
Industrials0.39%
Electrical0.75%
Electrical Components0.24%
Heavy Electrical Equipment1.56%
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$412.311.9%
+US$3.0b		15.1%PE40.1x
ROK Rockwell AutomationUS$482.824.9%
+US$2.5b		40.9%PE49.5x
AYI AcuityUS$367.5320.3%
+US$1.7b		20.1%PE23.1x
VICR VicorUS$350.218.7%
+US$1.3b		663.8%PE116.8x
RRX Regal RexnordUS$229.364.9%
+US$706.3m		51.1%PE53.3x