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U.S. Electrical Components Industry Analysis

UpdatedJul 09, 2026
DataAggregated Company Financials
Companies108
  • 7D-3.8%
  • 3M3.8%
  • 1Y36.5%
  • YTDn/a

Over the last 7 days, the Electrical Components industry has dropped 3.8%, driven by a pullback from Eaton of 3.1%. In the past year, the industry has gained 37%. 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
Thu, 09 Jul 2026US$620.9bUS$127.5bUS$11.8b40.5x52.5x4.9x
Sat, 06 Jun 2026US$661.0bUS$127.5bUS$11.9b38.5x55.6x5.2x
Mon, 04 May 2026US$644.8bUS$126.3bUS$11.5b35.4x56.2x5.1x
Wed, 01 Apr 2026US$522.9bUS$125.2bUS$11.1b32.9x47.2x4.2x
Fri, 27 Feb 2026US$588.2bUS$124.4bUS$7.7b34.4x76.8x4.7x
Sun, 25 Jan 2026US$526.1bUS$121.7bUS$6.8b32.6x77x4.3x
Tue, 23 Dec 2025US$481.6bUS$121.2bUS$6.8b32x70.9x4x
Thu, 20 Nov 2025US$474.5bUS$121.5bUS$6.9b28.8x68.9x3.9x
Sat, 18 Oct 2025US$502.1bUS$118.2bUS$6.6b30.4x76.5x4.2x
Mon, 15 Sep 2025US$468.9bUS$118.0bUS$6.6b30.3x71.3x4x
Wed, 13 Aug 2025US$456.5bUS$117.8bUS$6.7b32.4x68.5x3.9x
Fri, 11 Jul 2025US$456.7bUS$115.5bUS$5.9b28x77.5x4x
Sun, 08 Jun 2025US$416.8bUS$115.3bUS$5.9b26.4x70.8x3.6x
Tue, 06 May 2025US$366.1bUS$115.4bUS$5.8b20.5x63.1x3.2x
Thu, 03 Apr 2025US$350.8bUS$114.4bUS$5.4b22.6x65.2x3.1x
Sat, 01 Mar 2025US$385.7bUS$114.4bUS$5.9b23.9x64.8x3.4x
Mon, 27 Jan 2025US$460.4bUS$114.7bUS$8.2b24x55.9x4x
Wed, 25 Dec 2024US$431.5bUS$114.6bUS$8.3b23x52x3.8x
Fri, 22 Nov 2024US$454.2bUS$114.1bUS$8.3b23.1x54.9x4x
Sun, 20 Oct 2024US$426.2bUS$115.1bUS$6.8b21.7x62.7x3.7x
Tue, 17 Sep 2024US$382.8bUS$115.1bUS$6.7b19x57.4x3.3x
Thu, 15 Aug 2024US$374.5bUS$115.2bUS$6.6b18.4x57.1x3.3x
Sat, 13 Jul 2024US$424.9bUS$121.4bUS$6.7b20.2x63.3x3.5x
Mon, 10 Jun 2024US$417.3bUS$124.0bUS$7.0b20x59.6x3.4x
Wed, 08 May 2024US$426.3bUS$125.0bUS$8.5b22x50.2x3.4x
Fri, 05 Apr 2024US$435.6bUS$123.8bUS$8.4b22.5x51.6x3.5x
Sun, 03 Mar 2024US$415.0bUS$124.1bUS$8.5b20.7x48.8x3.3x
Tue, 30 Jan 2024US$365.9bUS$124.6bUS$10.4b20.1x35.1x2.9x
Thu, 28 Dec 2023US$378.2bUS$124.6bUS$10.4b21.1x36.4x3x
Sat, 25 Nov 2023US$337.8bUS$124.4bUS$10.4b19.1x32.5x2.7x
Mon, 23 Oct 2023US$317.5bUS$129.7bUS$13.8b17.3x22.9x2.4x
Wed, 20 Sep 2023US$358.4bUS$129.8bUS$13.9b20.8x25.7x2.8x
Fri, 18 Aug 2023US$357.5bUS$130.4bUS$14.2b20.2x25.1x2.7x
Sun, 16 Jul 2023US$345.5bUS$116.7bUS$10.0b26.7x34.6x3x
Price to Earnings Ratio

34.6x


Total Market Cap: US$345.5bTotal 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 55.3x202420252026
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 55.3x.
  • The 3-year average PS ratio of 3.6x is lower than the industry's current PS ratio of 4.9x.
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 Market-0.43%
Industrials-2.50%
Electrical-5.17%
Electrical Components-3.83%
Heavy Electrical Equipment-7.21%
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$317.812.1%
+US$2.5b		147.6%PE78.3x
WBX WallboxUS$5.1551.5%
+US$56.8m		-19.4%PS0.8x
SKYX SKYX PlatformsUS$1.185.4%
+US$8.1m		14.6%PS1.7x
NVVE Nuvve HoldingUS$8.4931.2%
+US$1.1m		-98.9%PS0.9x
ZOOZ ZOOZ StrategyUS$5.340.8%
+US$324.0k		-72.5%PS175.1x

Latest News

FCEL
US$22.54
FuelCell Energy
7D
-29.3%
1Y
302.5%
ENVX
US$5.40
Enovix
7D
0.7%
1Y
-61.8%
PLUG
US$2.38
Plug Power
7D
-9.8%
1Y
41.7%
ETN
US$405.83
Eaton
7D
1.8%
1Y
13.5%
WBX
US$5.48
Wallbox
7D
31.7%
1Y
-10.2%
GNRC
US$235.86
Generac Holdings
7D
-6.6%
1Y
55.2%
Narrative Update • Jul 07

GNRC: Data Center Contract Optimism Will Likely Outpace Realized Earnings Execution

Generac Holdings' analyst price target framework shifts higher from $212 to about $223 per share, reflecting analysts' updated assumptions for stronger revenue growth, slightly higher profit margins, and support from recent price target increases related to data center contract potential and greater confidence in earnings visibility. Analyst Commentary Recent research on Generac Holdings highlights a mixed but generally constructive analyst backdrop, with higher price targets from several large firms and a focus on the company’s growing exposure to data center contracts and earnings visibility.
EMR
US$137.80
Emerson Electric
7D
-0.9%
1Y
-2.0%
Narrative Update • Jul 06

EMR: Strait Of Hormuz Disruptions Will Likely Cap Future Share Upside

Analysts have lifted the implied fair value for Emerson Electric by about $3 to $125.27 as they weigh short term headwinds flagged in recent research against supportive views on the company’s exposure to long term demand trends and limited AI related disruption risk. Analyst Commentary Recent research on Emerson Electric highlights a mix of caution and support, with analysts weighing short term operational pressures against the company’s exposure to longer term demand themes and limited AI disruption risk.
VRT
US$323.92
Vertiv Holdings Co
7D
7.8%
1Y
168.3%
AYI
US$334.64
Acuity
7D
-6.8%
1Y
10.6%
Narrative Update • Jul 02

AYI: AIS And Data Center Focus Will Shape Balanced Near Term Outlook

The analyst fair value estimate for Acuity has been raised from $295 to $358 as analysts factor in updated Q3 earnings, stronger margins, and a more constructive 12-month outlook highlighted in recent Street research. Analyst Commentary Recent Street research on Acuity reflects a mix of optimism and caution, with higher fair value estimates sitting alongside reminders that execution and growth are still under scrutiny.
STI
US$8.41
Solidion Technology
7D
7.1%
1Y
89.4%
AME
US$232.99
AMETEK
7D
-0.7%
1Y
28.4%
Seeking Alpha • Jul 01

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
NVT
US$158.05
nVent Electric
7D
3.9%
1Y
111.7%
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.
SKYX
US$1.17
SKYX Platforms
7D
12.5%
1Y
13.6%
RRX
US$208.06
Regal Rexnord
7D
-4.8%
1Y
37.2%
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.
ATKR
US$70.60
Atkore
7D
2.0%
1Y
-7.3%
Narrative Update • Jun 24

ATKR: AI Infrastructure Demand And Legal Settlements Will Shape Balanced Return Potential

Analysts have nudged their price expectations for Atkore higher, with recent Street research highlighting new targets that are $11 and $12 above prior levels, supported by updated views on the company’s outlook and valuation assumptions. Analyst Commentary Recent research on Atkore points to a more constructive stance on the stock, with bullish analysts lifting their price targets and revisiting key assumptions around earnings power, capital allocation and how the market values the company.
ROK
US$467.48
Rockwell Automation
7D
-0.9%
1Y
35.5%