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U.S. Electrical Components Industry Analysis

UpdatedAug 27, 2026
DataAggregated Company Financials
Companies111
  • 7D-0.8%
  • 3M-6.4%
  • 1Y31.4%
  • YTDn/a

Over the last 7 days, the Electrical Components industry has dropped 4.6%, driven by Eaton declining 5.1%. Meanwhile, Plug Power actually outperformed within the industry, gaining 5.1% in the last week. This takes the industry's 12 month performance to a gain of 29%. 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, 27 Aug 2026US$598.4bUS$133.7bUS$12.3b36.1x48.7x4.5x
Sat, 25 Jul 2026US$629.5bUS$127.5bUS$11.9b38.7x53.1x4.9x
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
Price to Earnings Ratio

27x


Total Market Cap: US$377.2bTotal Earnings: US$14.0bTotal Revenue: US$129.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Components Industry Price to Earnings3Y Average 56.3x202420252026
Current Industry PE
  • Investors are pessimistic on the American Electrical Components and Equipment industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 48.6x which is lower than its 3-year average PE of 56.3x.
  • The 3-year average PS ratio of 3.7x is lower than the industry's current PS ratio of 4.5x.
Past Earnings Growth
  • The earnings for companies in the Electrical Components and Equipment industry have declined 4.1% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, 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 Market-0.42%
Industrials-1.18%
Electrical-1.31%
Electrical Components-0.76%
Heavy Electrical Equipment-2.24%
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$263.811.1%
+US$1.1b		104.0%PE58.6x
AME AMETEKUS$245.200.8%
+US$453.9m		31.4%PE35.7x
EMR Emerson ElectricUS$158.290.4%
+US$384.9m		18.6%PE34.3x
OESX Orion Energy SystemsUS$25.0434.5%
+US$26.3m		261.3%PE2559.9x
SPWR SunPowerUS$0.3019.7%
+US$21.2m		-80.2%PS0.2x

Latest News

VICR
US$197.23
Vicor
7D
-9.3%
1Y
284.3%
NVT
US$155.23
nVent Electric
7D
-1.1%
1Y
70.4%
Narrative Update • Aug 25

NVT: AI Data Center Expansion And Maverick Deal Will Drive Future Upside

Analysts have lifted their fair value estimate for nVent Electric from $220 to $240, citing updated assumptions on discount rates, revenue growth, profit margins, and future P/E that modestly adjust their long term outlook for the stock. What’s in the News for nVent Electric nVent Electric plc agreed to acquire Maverick Power for US$1.75 billion, with a potential additional cash payment of up to US$550 million tied to Maverick’s performance targets in 2027 and 2028.
NXT
US$87.23
Nextpower
7D
-5.3%
1Y
28.9%
VRT
US$263.81
Vertiv Holdings Co
7D
1.1%
1Y
104.0%
ETN
US$419.44
Eaton
7D
-1.2%
1Y
19.4%
New Narrative • Aug 22

Electrical Infrastructure Rail

Switchgear and power distribution get specified into a building's electrical design, certified to code, then live there 20 to 40 years, so the installed base converts into decades of parts and service. The genuine rail sits elsewhere though: in Aerospace, where a part is certified to an aircraft platform and switching suppliers means re-certifying with the FAA — Texas Instruments' requalification logic with a regulator attached, feeding a decades-long spares annuity that Schneider has no equivalent of.
SKYX
US$1.25
SKYX Platforms
7D
8.2%
1Y
5.0%
AYI
US$341.35
Acuity
7D
-2.1%
1Y
2.2%
POWL
US$191.75
Powell Industries
7D
-3.3%
1Y
109.7%
Narrative Update • Aug 20

POWL: Index Reclassification And Stronger Assumptions Will Support Future Upside Potential

Analysts have reduced their price target on Powell Industries from $252 to $235, citing updated assumptions for revenue growth, profit margins, and a lower future P/E multiple. What’s in the News for Powell Industries Powell Industries was dropped from the Russell 2000 Index.
EMR
US$158.29
Emerson Electric
7D
0.4%
1Y
18.6%
Narrative Update • Aug 19

EMR: Strait Of Hormuz Headwinds Will Likely Restrain Future Share Upside

Analysts have raised the fair value estimate for Emerson Electric to $129.42 from $125.27, citing resilient through cycle organic growth expectations in test and measurement, support from LNG and power exposure, and recent quarterly results that exceeded prior assumptions. Analyst Commentary Street research on Emerson Electric has turned more constructive overall, with several firms lifting price targets after recent quarterly results and updated through cycle growth assumptions.
RRX
US$165.27
Regal Rexnord
7D
-2.5%
1Y
8.2%
AME
US$245.20
AMETEK
7D
0.8%
1Y
31.4%
Narrative Update • Aug 19

AME: Sector Tailwinds And Order Momentum Will Shape Measured Forward Upside

AMETEK's analyst fair value estimate has increased from $265.33 to $277.50, with analysts citing stronger order momentum, broader organic sales, and support from sectors such as aerospace, semiconductors, power, automation, and data centers. Analyst Commentary Recent research commentary on AMETEK points to a generally constructive view on the company, with several firms adjusting their price targets higher after Q2 results and updated guidance.
GNRC
US$206.62
Generac Holdings
7D
-2.0%
1Y
10.5%
Narrative Update • Aug 18

GNRC: Data Center Backlog And Capacity Expansion Will Drive The Next Upswing

Analysts now place the updated central price target for Generac Holdings at about $283.88, a slight adjustment lower that reflects a mix of trimmed sector multiples and higher discount rates, alongside continued support from data center backlog growth and evolving power resiliency positioning. Analyst Commentary Recent research on Generac Holdings shows a wide range of price targets clustered around the updated central target, with analysts weighing data center growth prospects, execution on large contracts, and shifting sector multiples.
BEEM
US$1.71
Beam Global
7D
41.3%
1Y
-38.9%
SPWR
US$0.30
SunPower
7D
19.7%
1Y
-80.2%
Narrative Update • Aug 13

SPWR: Funding Progress And Cost Cuts Will Support Turnaround Delivery

Analysts have cut their SunPower price target from $5.40 to $3.30 after the company missed expectations and lowered its Q3 outlook. Recent delays in jobs submitted for funding have led some to view SunPower as a “show me” story that still needs to deliver on its guidance.
CBAT
US$0.93
CBAK Energy Technology
7D
32.3%
1Y
1.0%
OESX
US$25.04
Orion Energy Systems
7D
34.5%
1Y
261.3%
Narrative Update • Aug 08

OESX: AI Data Center Contracts Will Support Stronger Profitability Ahead

Analysts have raised their price target on Orion Energy Systems to $27 from $22, citing recent financial performance and AI data center contracts as key factors behind the higher valuation. What’s in the News for Orion Energy Systems Orion Energy Systems, Inc.