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U.S. Electrical Components Industry Analysis

UpdatedFeb 26, 2026
DataAggregated Company Financials
Companies109
  • 7D0.9%
  • 3M19.6%
  • 1Y49.3%
  • YTDn/a

Last week, the Electrical Components industry hasn't moved much but Vertiv Holdings Co is up 7.8% in that time. As for the the longer term, the industry is up 53% over the past 12 months. As for the next few years, earnings are expected to grow by 17% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 26 Feb 2026US$587.6bUS$124.5bUS$7.7b35.5x76.6x4.7x
Sat, 24 Jan 2026US$531.0bUS$121.7bUS$6.8b32.6x77.7x4.4x
Mon, 22 Dec 2025US$480.2bUS$121.2bUS$6.8b31.7x70.7x4x
Wed, 19 Nov 2025US$477.8bUS$121.4bUS$6.9b28.2x69.4x3.9x
Fri, 17 Oct 2025US$511.1bUS$118.2bUS$6.6b30.5x77.9x4.3x
Sun, 14 Sep 2025US$468.9bUS$118.0bUS$6.6b30.3x71.3x4x
Tue, 12 Aug 2025US$458.5bUS$117.7bUS$6.6b31.7x69.2x3.9x
Thu, 10 Jul 2025US$452.1bUS$115.5bUS$5.9b27.7x76.7x3.9x
Sat, 07 Jun 2025US$410.3bUS$115.3bUS$5.9b26.4x70.1x3.6x
Mon, 05 May 2025US$365.8bUS$115.4bUS$5.8b21.1x63.1x3.2x
Wed, 02 Apr 2025US$346.9bUS$114.4bUS$5.4b22.6x64.4x3x
Fri, 28 Feb 2025US$394.2bUS$114.4bUS$8.5b24.5x46.1x3.4x
Sun, 26 Jan 2025US$460.4bUS$114.7bUS$8.2b24x55.9x4x
Tue, 24 Dec 2024US$427.8bUS$114.6bUS$8.3b22.5x51.6x3.7x
Thu, 21 Nov 2024US$457.7bUS$114.1bUS$8.3b22.6x55.3x4x
Sat, 19 Oct 2024US$427.2bUS$115.1bUS$6.8b21.7x62.8x3.7x
Mon, 16 Sep 2024US$382.8bUS$115.1bUS$6.7b19x57.4x3.3x
Wed, 14 Aug 2024US$366.8bUS$115.2bUS$6.6b18.3x55.9x3.2x
Fri, 12 Jul 2024US$417.3bUS$121.4bUS$6.7b20x62.2x3.4x
Sun, 09 Jun 2024US$417.3bUS$124.0bUS$7.0b20x59.6x3.4x
Tue, 07 May 2024US$428.5bUS$124.9bUS$8.5b21.6x50.2x3.4x
Thu, 04 Apr 2024US$435.7bUS$123.8bUS$8.4b22.9x51.6x3.5x
Sat, 02 Mar 2024US$409.2bUS$124.1bUS$8.5b20.7x48.1x3.3x
Mon, 29 Jan 2024US$365.9bUS$124.6bUS$10.4b19.7x35.1x2.9x
Wed, 27 Dec 2023US$374.6bUS$124.7bUS$10.4b20.8x36.1x3x
Fri, 24 Nov 2023US$337.0bUS$124.4bUS$10.4b18.7x32.3x2.7x
Sun, 22 Oct 2023US$317.6bUS$129.7bUS$13.8b17.3x22.9x2.4x
Tue, 19 Sep 2023US$360.5bUS$129.8bUS$13.9b21.1x25.9x2.8x
Thu, 17 Aug 2023US$358.0bUS$130.4bUS$14.2b20.8x25.1x2.7x
Sat, 15 Jul 2023US$345.7bUS$116.7bUS$10.0b26.7x34.6x3x
Mon, 12 Jun 2023US$317.8bUS$116.8bUS$9.8b25.6x32.5x2.7x
Wed, 10 May 2023US$292.4bUS$116.1bUS$9.7b18.8x30x2.5x
Fri, 07 Apr 2023US$280.9bUS$114.0bUS$10.0b17.6x28.2x2.5x
Sun, 05 Mar 2023US$318.2bUS$113.6bUS$9.8b22.2x32.5x2.8x
Price to Earnings Ratio

32.5x


Total Market Cap: US$318.2bTotal Earnings: US$9.8bTotal Revenue: US$113.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Components Industry Price to Earnings3Y Average 52.6x202420252026
Current Industry PE
  • Investors are optimistic on the American Electrical Components and Equipment industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 74.6x which is higher than its 3-year average PE of 52.6x.
  • 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 declined 8.0% per year over the last three years.
  • Meanwhile revenues for these companies have grown 3.1% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Comparison

How does U.S. Electrical Components compare with similar industries?

US Market0.90%
Industrials0.21%
Electrical3.01%
Electrical Components0.88%
Heavy Electrical Equipment7.41%
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$262.197.8%
+US$7.3b		165.9%PE75.3x
VICR VicorUS$197.1626.7%
+US$1.9b		204.7%PE74.3x
NVT nVent ElectricUS$121.805.3%
+US$994.6m		99.0%PE46x
ROK Rockwell AutomationUS$402.381.5%
+US$665.2m		40.2%PE45.8x
GNRC Generac HoldingsUS$236.583.6%
+US$482.9m		70.0%PE87x

Latest News

SHLS
US$6.85
Shoals Technologies Group
7D
-36.2%
1Y
76.8%
VICR
US$197.16
Vicor
7D
26.7%
1Y
204.7%

Vicor Corporation (VICR) The Power of AI Precision: Reclaiming the Vertical Throne

Vicor Corporation (VICR) has staged an explosive comeback, with shares closing at $190.30 on February 24, 2026, following a massive post-earnings rally. The stock’s recent 10.7% single-day surge was fueled by a blockbuster Q4 2025 earnings report where the company posted an EPS of $1.01 , more than doubling the consensus estimate of $0.44.
EMR
US$148.44
Emerson Electric
7D
-1.8%
1Y
23.8%

EMR: Higher Long Term Margins And P/E Framework Will Support Upside

We are lifting our analyst price target framework for Emerson Electric to $204, with analysts pointing to updated assumptions for revenue growth, profit margins and future P/E as key supports for the higher fair value view. Analyst Commentary Recent Street research around Emerson Electric reflects an active debate, but with a clear cluster of higher price targets from bullish analysts who are leaning into a stronger long term earnings and cash generation profile for the company.
ETN
US$373.53
Eaton
7D
-1.8%
1Y
25.6%

ETN: Future Returns Will Reflect AI Power Buildout And Vehicle Unit Exit

Analysts have inched their consolidated price target for Eaton higher to about $408, reflecting modest tweaks to revenue growth, margins, and future P/E assumptions after a mix of recent target raises and cuts across the Street. Analyst Commentary Recent research shows a split tape on Eaton, with some firms lifting price targets and ratings while others trim expectations around the edges.
AYI
US$306.54
Acuity
7D
-2.2%
1Y
-1.1%

AYI: Q1 Execution And Pullback Will Support Future Shareholder Returns

Narrative update on Acuity Analysts have trimmed their average price targets for Acuity, with recent revisions such as $425 to $410 and $408 to $375. These changes reflect concerns around softer ABL segment margins, potential Q1 pull forward, and pricing power, even as Q1 results came in ahead of expectations.
ROK
US$402.38
Rockwell Automation
7D
1.5%
1Y
40.2%

ROK: Elevated P/E And Buybacks Will Likely Fail To Support Upside

Analysts have adjusted their price target on Rockwell Automation to $324.93 from $317.16, reflecting updated views on fair value, discount rate, revenue growth, profit margin, and future price-to-earnings (P/E) assumptions. What's in the News Rockwell Automation is working with DLG Group, a northern Europe agricultural feed and agri-products producer, to use its Fiix CMMS software to digitize maintenance workflows, with DLG reporting early improvements in meantime between failure and targeting a 10% reduction in downtime within a year (Client Announcements).
ST
US$37.86
Sensata Technologies Holding
7D
3.3%
1Y
28.9%
NVT
US$121.80
nVent Electric
7D
5.3%
1Y
99.0%
HUBB
US$527.90
Hubbell
7D
1.1%
1Y
39.9%

HUBB: Firmer AI Demand And Richer P/E Assumptions Will Shape Returns

The analyst fair value estimate for Hubbell moves to $585 from $575, with analysts pointing to a higher assumed future P/E multiple and recent price target increases across the Street as key supports for the change. Analyst Commentary Bullish analysts have been lifting their price targets on Hubbell in recent months, and that cluster of positive revisions is a key factor behind the higher fair value estimate.
VRT
US$262.19
Vertiv Holdings Co
7D
7.8%
1Y
165.9%

VRT: AI Data Center Services And 2026 Outlook Will Frame Balanced Upside

Analysts have lifted their price target for Vertiv Holdings Co to $263.20 from $198.45, citing updated assumptions for revenue growth, profit margins, a slightly adjusted discount rate, and a modestly lower future P/E multiple. What's in the News Vertiv issued earnings guidance for the first quarter of 2026, with expected net sales between US$2.5b and US$2.7b, diluted GAAP EPS of US$0.80, GAAP operating profit of US$424.8m, and GAAP net income of US$312.7m (corporate guidance).
GNRC
US$236.58
Generac Holdings
7D
3.6%
1Y
70.0%
AME
US$233.02
AMETEK
7D
-0.6%
1Y
23.8%

AME: AI Demand And Execution Versus Mixed P/E Expectations Will Guide Returns

Analysts have nudged their targets on AMETEK higher, with our updated fair value estimate edging up by about $0.29 to $248.29 as they factor in slightly lower assumed revenue growth, a modestly higher profit margin, a somewhat lower future P/E multiple, and a small reduction in the discount rate. Analyst Commentary Street research on AMETEK has been active recently, with several firms adjusting ratings and targets as they refresh models after recent quarters and outlook updates.
TE
US$7.22
T1 Energy
7D
11.8%
1Y
348.4%

TE: Future Returns Will Rely On Austin Cell Buildout And Domestic Content

Analysts have maintained their average price target for T1 Energy at $10.50, citing broadly unchanged fair value estimates, only minor adjustments to the discount rate and profit margin assumptions, and a slightly higher future P/E multiple. What's in the News T1 Energy signed a three year contract to supply Treaty Oak Clean Energy with at least 900MW of solar modules built with domestic solar cells from the planned G2_Austin solar cell facility, with modules expected to comply with new federal rules on foreign content (Key Developments).
NXT
US$116.51
Nextpower
7D
-6.4%
1Y
145.7%
FLNC
US$16.33
Fluence Energy
7D
-6.3%
1Y
165.5%

FLNC: U.S. Storage Demand Recovery And Backlog Coverage Will Drive Future Upside

The analyst price target for Fluence Energy has moved from $26.00 to $31.28, with analysts pointing to improving U.S. demand expectations and a series of recent target revisions across major firms as key drivers of this reset in assumptions. Analyst Commentary Recent Street research on Fluence Energy has been active, with several bullish analysts adjusting ratings and price targets in response to changing demand expectations and company specific developments.
ENS
US$169.91
EnerSys
7D
-3.4%
1Y
64.6%

ENS: Buybacks And Higher Margins Will Shape Future Cash Returns And Outlook

Analysts have raised their price target on EnerSys from about $174.60 to roughly $188.10, citing updated assumptions that include a slightly lower discount rate, a revised outlook for revenue growth, higher expected profit margins, and a modestly lower future P/E multiple. What's in the News EnerSys reported that from September 29, 2025 to December 28, 2025, it repurchased 671,733 shares, representing 1.81% of shares, for $85.89 million under its existing buyback program (Key Developments).