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U.S. Electrical Components Industry Analysis

UpdatedJun 09, 2026
DataAggregated Company Financials
Companies108
  • 7D-2.8%
  • 3M12.2%
  • 1Y53.3%
  • YTDn/a

Over the last 7 days, the Electrical Components industry has dropped 2.8%, driven by Vertiv Holdings Co declining 7.1%. In the past year, the industry has gained 53%. Looking forward, earnings are forecast to grow by 19% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 09 Jun 2026US$629.7bUS$127.4bUS$11.9b39.2x53x4.9x
Thu, 07 May 2026US$654.1bUS$128.3bUS$11.6b39.7x56.4x5.1x
Sat, 04 Apr 2026US$552.2bUS$125.3bUS$11.0b33.8x50.1x4.4x
Mon, 02 Mar 2026US$582.4bUS$125.1bUS$10.6b33.6x55.1x4.7x
Wed, 28 Jan 2026US$526.7bUS$121.5bUS$6.8b33.8x77.3x4.3x
Fri, 26 Dec 2025US$491.7bUS$121.3bUS$6.8b32x72.4x4.1x
Sun, 23 Nov 2025US$471.0bUS$121.4bUS$6.8b31x69.4x3.9x
Tue, 21 Oct 2025US$505.1bUS$118.2bUS$6.6b31x76.9x4.3x
Thu, 18 Sep 2025US$468.9bUS$118.0bUS$6.6b29.7x71.3x4x
Sat, 16 Aug 2025US$458.4bUS$117.8bUS$6.7b32.4x68.8x3.9x
Mon, 14 Jul 2025US$454.4bUS$115.5bUS$5.9b27.6x77.1x3.9x
Wed, 11 Jun 2025US$415.4bUS$115.3bUS$5.9b26x70.2x3.6x
Fri, 09 May 2025US$372.2bUS$115.1bUS$5.8b21.3x63.8x3.2x
Sun, 06 Apr 2025US$307.7bUS$114.5bUS$5.4b20.5x57.3x2.7x
Tue, 04 Mar 2025US$388.2bUS$114.4bUS$5.9b23x65.8x3.4x
Thu, 30 Jan 2025US$413.8bUS$114.7bUS$8.3b23.5x49.8x3.6x
Sat, 28 Dec 2024US$432.2bUS$114.6bUS$8.3b22.8x52x3.8x
Mon, 25 Nov 2024US$469.1bUS$114.0bUS$8.2b24.5x57.3x4.1x
Wed, 23 Oct 2024US$424.5bUS$115.1bUS$6.8b21.2x62.4x3.7x
Fri, 20 Sep 2024US$390.9bUS$115.1bUS$6.7b20.3x58.6x3.4x
Sun, 18 Aug 2024US$377.6bUS$115.2bUS$6.6b18.6x57.4x3.3x
Tue, 16 Jul 2024US$427.4bUS$121.4bUS$6.7b20.9x63.7x3.5x
Thu, 13 Jun 2024US$421.5bUS$124.0bUS$7.0b20.5x60.2x3.4x
Sat, 11 May 2024US$438.2bUS$125.0bUS$8.5b22.4x51.5x3.5x
Mon, 08 Apr 2024US$439.0bUS$123.9bUS$8.4b22.6x52x3.5x
Wed, 06 Mar 2024US$415.2bUS$124.1bUS$8.5b21.1x48.9x3.3x
Fri, 02 Feb 2024US$373.7bUS$125.6bUS$10.5b19.9x35.4x3x
Sun, 31 Dec 2023US$376.1bUS$124.6bUS$10.4b20.9x36.3x3x
Tue, 28 Nov 2023US$337.7bUS$124.4bUS$10.4b19.3x32.5x2.7x
Thu, 26 Oct 2023US$313.7bUS$129.6bUS$13.7b16.8x22.8x2.4x
Sat, 23 Sep 2023US$348.9bUS$129.9bUS$13.9b21.1x25x2.7x
Mon, 21 Aug 2023US$354.1bUS$129.8bUS$14.0b20.1x25.3x2.7x
Wed, 19 Jul 2023US$355.7bUS$116.8bUS$10.0b27.7x35.7x3x
Fri, 16 Jun 2023US$326.8bUS$116.8bUS$9.8b25.1x33.4x2.8x
Price to Earnings Ratio

33.4x


Total Market Cap: US$326.8bTotal 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 54.8x202420252026
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 54.8x.
  • 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 6.7% 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 Market-2.73%
Industrials-0.12%
Electrical-2.98%
Electrical Components-2.80%
Heavy Electrical Equipment-3.28%
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
AME AMETEKUS$229.800.9%
+US$474.5m		27.8%PE34.5x
HUBB HubbellUS$486.471.3%
+US$317.6m		25.3%PE28.4x
EMR Emerson ElectricUS$142.420.3%
+US$218.4m		12.2%PE32.7x
STI Solidion TechnologyUS$20.47311.9%
+US$120.1m		484.9%PS1605.2x
ALNT AllientUS$87.184.9%
+US$69.7m		161.3%PE62.2x

Latest News

NVT
US$163.80
nVent Electric
7D
-5.5%
1Y
141.0%
Seeking Alpha • 45m

nVent Electric: A High Quality Electrification Story Than The Market Realizes

Summary I rate nVent Electric a Buy with a $221 price target, reflecting a 35.4% upside from the current price of $162.86. My main growth drivers are higher content per data center megawatt, EPG-driven engineered systems pull-through, power utility infrastructure demand, and margin expansion from scale and mix. I believe these growth drivers support my view that adjusted EPS can move from $4.50 to a 2028 adjusted EPS estimate of $6.20. I arrive at my price target by applying a FWD non-GAAP P/E multiple of 35.57x to my estimated 2028 adjusted EPS estimate of $6.20. The main risks I see are valuation compression, data center project delays, and margin pressure from tariffs or integration costs. Read the full article on Seeking Alpha
STI
US$20.47
Solidion Technology
7D
311.9%
1Y
484.9%
SUNE
US$3.56
SUNation Energy
7D
176.0%
1Y
100.0%
EMR
US$142.42
Emerson Electric
7D
0.3%
1Y
12.2%
AME
US$229.80
AMETEK
7D
0.9%
1Y
27.8%
EOSE
US$6.26
Eos Energy Enterprises
7D
-33.5%
1Y
53.8%
Narrative Update • Jun 06

EOSE: Frontier Power Execution And Pipeline Conversion Will Drive Future Repricing

Analysts have raised their average price target on Eos Energy Enterprises by about $0.77 to reflect updated views on fair value, slightly lower risk assumptions, and the potential impact of the company’s commercialization ramp, expanding gross margins, and sizeable project pipeline highlighted in recent research updates. Analyst Commentary Recent research paints a mixed picture for Eos Energy Enterprises, with some analysts leaning more constructive on the growth opportunity in long-duration storage and others emphasizing execution risks and current order trends.
NXT
US$119.27
Nextpower
7D
-21.6%
1Y
102.2%
VICR
US$283.48
Vicor
7D
-14.9%
1Y
519.1%
PLUG
US$2.91
Plug Power
7D
-28.9%
1Y
127.3%
VRT
US$289.52
Vertiv Holdings Co
7D
-13.4%
1Y
166.9%
GNRC
US$260.99
Generac Holdings
7D
-8.3%
1Y
99.5%
Narrative Update • Jun 05

GNRC: AI Data Center Contracts Will Support 2026 Earnings Outlook

Analysts have raised the fair value estimate for Generac Holdings by $10 to $335, citing a series of higher Street price targets and increasing interest in the company's data center opportunities as key factors supporting the change. Analyst Commentary Recent Street research has leaned constructive on Generac Holdings, with several bullish analysts adjusting views and targets around the stock's exposure to data center demand and backup power solutions.
ALNT
US$87.18
Allient
7D
4.9%
1Y
161.3%
Narrative Update • Jun 05

ALNT: Vertically Integrated Defense And Automation Exposure May Limit Future Return Potential

Allient's analyst price target has moved to $80 from $79, with analysts pointing to the company's shift toward a vertically integrated motion, controls, and power platform and its exposure to long-term themes in defense, automation, and humanoid applications as key factors in the updated view. Analyst Commentary Recent research highlights a clear shift in how bullish analysts view Allient, with the focus on its evolution into a vertically integrated platform that brings motion, controls, and power technologies under one roof.
LYTS
US$24.53
LSI Industries
7D
1.8%
1Y
48.0%
Narrative Update • Jun 05

LYTS: Refrigeration Partnership Will Support Forward P/E Re Rating Potential

Analysts have maintained their $30.50 price target for LSI Industries, citing updated assumptions that combine a higher discount rate with adjusted revenue growth, profit margin, and future P/E expectations. What's in the News LSI Industries announced a partnership with Carter Thermal Industries Group that makes LSI the exclusive partner in the United States and Canada for Carter Thermal's advanced refrigerated display and store solutions, effective May 28, 2026.
ETN
US$401.72
Eaton
7D
-3.8%
1Y
23.9%
HUBB
US$486.47
Hubbell
7D
1.3%
1Y
25.3%
Narrative Update • Jun 03

HUBB: NSI Acquisition Financing And 2026 Guidance Will Shape Upside Potential

Narrative Update on Hubbell The analyst price target for Hubbell has been revised modestly higher, with a change of about $4, as analysts factor in updated earnings estimates, a slightly lower discount rate, a small uptick in projected profit margins, and a marginally different forward P/E assumption following recent mixed price target moves across the Street. Analyst Commentary Recent research on Hubbell reflects a mix of optimism and caution, with several firms revisiting their targets and frameworks after earnings and through updated valuation work.
PN
US$3.73
Skycorp Solar Group
7D
9.7%
1Y
-93.2%