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U.S. Electrical Components Industry Analysis

UpdatedJun 21, 2026
DataAggregated Company Financials
Companies109
  • 7D6.6%
  • 3M23.7%
  • 1Y61.4%
  • YTDn/a

Over the last 7 days, the Electrical Components industry has risen 6.6%, driven by gains in Eaton and Vertiv Holdings Co of 7.8% and 10.0%, respectively. In the last 12 months, the industry was up 61%. 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, 22 Jun 2026US$676.8bUS$127.4bUS$11.8b41.1x57.5x5.3x
Wed, 20 May 2026US$629.7bUS$127.9bUS$12.0b39.7x52.7x4.9x
Fri, 17 Apr 2026US$604.3bUS$125.1bUS$11.2b34.6x54.2x4.8x
Sun, 15 Mar 2026US$547.7bUS$124.8bUS$11.3b32.2x48.5x4.4x
Tue, 10 Feb 2026US$574.3bUS$124.9bUS$7.4b36.2x77.4x4.6x
Thu, 08 Jan 2026US$513.5bUS$121.3bUS$6.8b31.9x75.5x4.2x
Sat, 06 Dec 2025US$502.6bUS$121.2bUS$6.8b32.4x74.1x4.1x
Mon, 03 Nov 2025US$528.6bUS$119.6bUS$6.7b31.7x78.8x4.4x
Wed, 01 Oct 2025US$472.8bUS$118.0bUS$6.6b29.4x72x4x
Fri, 29 Aug 2025US$461.2bUS$118.0bUS$6.6b30.2x69.7x3.9x
Sun, 27 Jul 2025US$484.7bUS$115.5bUS$5.9b28.2x81.6x4.2x
Tue, 24 Jun 2025US$419.9bUS$115.3bUS$5.9b26.5x71x3.6x
Thu, 22 May 2025US$407.5bUS$115.2bUS$5.8b25.5x70.4x3.5x
Sat, 19 Apr 2025US$329.5bUS$114.5bUS$5.4b20.5x61.5x2.9x
Mon, 17 Mar 2025US$367.9bUS$114.4bUS$5.2b23.6x71.2x3.2x
Wed, 12 Feb 2025US$422.7bUS$113.9bUS$8.4b25.5x50.4x3.7x
Fri, 10 Jan 2025US$433.2bUS$114.7bUS$8.2b22.8x52.5x3.8x
Sun, 08 Dec 2024US$461.8bUS$114.6bUS$8.3b24x55.6x4x
Tue, 05 Nov 2024US$415.1bUS$116.3bUS$7.1b19.6x58.4x3.6x
Thu, 03 Oct 2024US$409.5bUS$115.1bUS$6.7b20.3x60.9x3.6x
Sat, 31 Aug 2024US$382.9bUS$115.2bUS$6.6b19.6x58.2x3.3x
Mon, 29 Jul 2024US$407.4bUS$121.6bUS$6.8b20.2x60.1x3.3x
Wed, 26 Jun 2024US$418.5bUS$124.0bUS$7.0b19.4x59.6x3.4x
Fri, 24 May 2024US$443.2bUS$125.2bUS$8.6b21.4x51.5x3.5x
Sun, 21 Apr 2024US$408.1bUS$123.9bUS$8.5b20.1x48x3.3x
Tue, 19 Mar 2024US$418.7bUS$124.0bUS$8.5b21.3x49.2x3.4x
Thu, 15 Feb 2024US$392.8bUS$126.6bUS$10.3b20.1x38x3.1x
Sat, 13 Jan 2024US$363.5bUS$124.6bUS$10.4b19.5x34.9x2.9x
Mon, 11 Dec 2023US$343.9bUS$124.7bUS$10.4b19.5x33.1x2.8x
Wed, 08 Nov 2023US$325.8bUS$131.4bUS$12.3b17.8x26.6x2.5x
Fri, 06 Oct 2023US$334.3bUS$129.7bUS$13.8b18.6x24.2x2.6x
Sun, 03 Sep 2023US$377.2bUS$129.8bUS$14.0b21.7x27x2.9x
Tue, 01 Aug 2023US$350.1bUS$116.9bUS$10.0b26.3x35.2x3x
Thu, 29 Jun 2023US$332.3bUS$116.8bUS$9.8b25.9x34x2.8x
Price to Earnings Ratio

34x


Total Market Cap: US$332.3bTotal 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 55x202420252026
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 55.0x.
  • The 3-year average PS ratio of 3.6x is lower than the industry's current PS ratio of 5.3x.
Past Earnings Growth
  • The earnings for companies in the Electrical Components and Equipment industry have grown 6.4% 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 Market1.39%
Industrials2.54%
Electrical11.09%
Electrical Components6.63%
Heavy Electrical Equipment18.99%
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$421.777.8%
+US$11.8b		27.3%PE41.1x
VRT Vertiv Holdings CoUS$333.0510.0%
+US$11.6b		181.0%PE82.1x
EMR Emerson ElectricUS$150.665.3%
+US$4.3b		17.4%PE34.6x
HUBB HubbellUS$523.699.8%
+US$2.5b		32.3%PE30.6x
AME AMETEKUS$237.424.5%
+US$2.4b		34.4%PE35.6x

Latest News

ETN
US$421.77
Eaton
7D
7.8%
1Y
27.3%
HUBB
US$523.69
Hubbell
7D
9.8%
1Y
32.3%
Analysis Article • 15h

Hubbell (HUBB) Stock Could Be 4.9% Undervalued on Its Grid Growth Narrative

What Hubbell's Recent Performance Tells Investors Hubbell (HUBB) has caught investor attention after a period of steady share price gains, with the stock recently closing at $523.69 and posting double digit total returns over the past year and past 3 months. See our latest analysis for Hubbell. Recent trading has added to Hubbell's positive trend, with a 2.91% 1 day share price return and a 10.25% 30 day share price return, alongside a 33.91% 1 year total shareholder return that points to...
TYGO
US$2.79
Tigo Energy
7D
-2.8%
1Y
119.7%
ROK
US$473.79
Rockwell Automation
7D
3.1%
1Y
47.4%
Analysis Article • Jun 20

Rockwell Automation (ROK) Stock Could Be 3% Overvalued After FactoryTalk ResilientEdge Launch

Rockwell Automation (ROK) is getting fresh attention after launching its FactoryTalk ResilientEdge platform, a new execution architecture that supports autonomous, scalable manufacturing operations and ties directly into the company’s broader digital and capacity investment plans. See our latest analysis for Rockwell Automation. Rockwell Automation’s recent FactoryTalk ResilientEdge rollout comes on top of a strong period for the stock, with a 90 day share price return of 33.42% and a 1 year...
VRT
US$333.05
Vertiv Holdings Co
7D
10.0%
1Y
181.0%
Analysis Article • Jun 19

Vertiv Holdings Co (VRT) Stock Could Be 18.5% Undervalued After AI Cooling Deals And Raised Guidance

Vertiv Holdings Co (VRT) is back in focus after a series of catalysts tied to AI data centers, including raised 2026 guidance, the acquisitions of ThermoKey and Strategic Thermal Labs, and co-development work with NVIDIA. See our latest analysis for Vertiv Holdings Co. The recent ThermoKey and Strategic Thermal Labs acquisitions, the raised 2026 guidance, and co-development work with NVIDIA have coincided with a sharp acceleration in Vertiv Holdings Co’s share price, with an 89.65% year to...
VICR
US$331.37
Vicor
7D
9.1%
1Y
651.9%
Seeking Alpha • Jun 18

Vicor Corporation: The Good News Is Already In The Price

Summary Strong Operational Growth: Q1 2026 backlog surged 70% sequentially to $300.6 million, signaling a genuine demand inflection for Vicor's AI power delivery components. Premium Valuation: The stock trades at a steep 25.6x forward revenue, which is more than double its closest profitable peers' median multiple of 9.8x. Inflated Past Earnings: Fiscal 2025 financial results benefited materially from non-recurring events, including a $45 million patent settlement and a $24 million tax benefit. "Hold" Recommendation: The author rates the stock a "Hold," concluding that the market has already priced in the company's operational success, leaving very little room for error. Read the full article on Seeking Alpha
NVT
US$177.02
nVent Electric
7D
6.7%
1Y
151.9%
EMR
US$150.66
Emerson Electric
7D
5.3%
1Y
17.4%
STI
US$17.45
Solidion Technology
7D
-30.9%
1Y
365.3%
FAC
US$14.59
Factorial Energy
7D
-4.8%
1Y
n/a
EAF
US$7.71
GrafTech International
7D
-9.8%
1Y
-32.4%
Narrative Update • Jun 15

EAF: Higher 2026 Volume Commitments Will Support Repriced Upside Case

Analysts have adjusted their view on GrafTech International with a revised price target of $11.00. This reflects updated assumptions for discount rate, revenue growth, profit margin and future P/E following mixed recent research that included both a target increase at one firm and a downgrade at another.
AME
US$237.42
AMETEK
7D
4.5%
1Y
34.4%
AMPX
US$16.17
Amprius Technologies
7D
-0.9%
1Y
321.1%
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.
SPWR
US$0.78
SunPower
7D
-3.3%
1Y
-54.7%
PN
US$3.61
PN Smart Energy
7D
-13.4%
1Y
-93.6%
ADSE
US$11.40
ADS-TEC Energy
7D
-0.8%
1Y
-12.2%