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U.S. Electrical Components Industry Analysis

UpdatedJul 01, 2026
DataAggregated Company Financials
Companies107
  • 7D4.5%
  • 3M22.1%
  • 1Y51.6%
  • YTDn/a

In the last week, the Electrical Components industry is down 6.8% with Factorial Energy down the most at 14%. In contrast, Eaton has gained 5.1%. Over the past 12 months, the industry was up 46%. 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
Wed, 01 Jul 2026US$653.3bUS$127.5bUS$11.8b45.5x55.3x5.1x
Fri, 29 May 2026US$654.6bUS$128.0bUS$11.9b42.9x54.9x5.1x
Sun, 26 Apr 2026US$641.1bUS$125.8bUS$11.4b36.1x56.3x5.1x
Tue, 24 Mar 2026US$541.4bUS$124.8bUS$11.2b31.7x48.2x4.3x
Thu, 19 Feb 2026US$584.8bUS$124.5bUS$7.5b35.7x77.6x4.7x
Sat, 17 Jan 2026US$517.9bUS$121.4bUS$6.8b33.8x75.9x4.3x
Mon, 15 Dec 2025US$491.8bUS$121.2bUS$6.8b32.2x72.5x4.1x
Wed, 12 Nov 2025US$516.1bUS$121.4bUS$6.9b29.5x74.8x4.3x
Fri, 10 Oct 2025US$494.7bUS$118.2bUS$6.6b28.7x75.3x4.2x
Sun, 07 Sep 2025US$456.1bUS$118.0bUS$6.6b29.8x68.8x3.9x
Tue, 05 Aug 2025US$474.2bUS$116.7bUS$6.3b28.6x75.4x4.1x
Thu, 03 Jul 2025US$444.8bUS$115.5bUS$5.9b27.8x75.5x3.9x
Sat, 31 May 2025US$405.9bUS$115.3bUS$5.8b26x69.6x3.5x
Mon, 28 Apr 2025US$354.8bUS$114.9bUS$5.5b20.7x64.2x3.1x
Wed, 26 Mar 2025US$380.3bUS$114.4bUS$5.2b24x73x3.3x
Fri, 21 Feb 2025US$411.0bUS$114.5bUS$8.6b25.5x47.8x3.6x
Sun, 19 Jan 2025US$440.5bUS$114.7bUS$8.2b23.5x53.4x3.8x
Tue, 17 Dec 2024US$448.4bUS$114.6bUS$8.3b23.6x54x3.9x
Thu, 14 Nov 2024US$456.1bUS$115.8bUS$8.0b25.1x57.2x3.9x
Sat, 12 Oct 2024US$415.8bUS$115.1bUS$6.7b21x61.8x3.6x
Mon, 09 Sep 2024US$359.2bUS$115.2bUS$6.6b17.8x54.2x3.1x
Wed, 07 Aug 2024US$359.6bUS$116.0bUS$6.8b17.1x53.1x3.1x
Fri, 05 Jul 2024US$410.8bUS$121.4bUS$6.7b19.7x61.2x3.4x
Sun, 02 Jun 2024US$437.0bUS$124.0bUS$7.0b21.6x62.5x3.5x
Tue, 30 Apr 2024US$425.6bUS$124.0bUS$8.4b22x50.8x3.4x
Thu, 28 Mar 2024US$433.7bUS$124.0bUS$8.5b22x51.1x3.5x
Sat, 24 Feb 2024US$399.6bUS$125.9bUS$10.0b19.5x40x3.2x
Mon, 22 Jan 2024US$364.0bUS$124.6bUS$10.4b19.1x35x2.9x
Wed, 20 Dec 2023US$373.7bUS$124.7bUS$10.4b21x35.9x3x
Fri, 17 Nov 2023US$336.1bUS$124.6bUS$10.5b19.2x32x2.7x
Sun, 15 Oct 2023US$339.3bUS$129.7bUS$13.8b18.3x24.5x2.6x
Tue, 12 Sep 2023US$371.0bUS$129.9bUS$13.9b21.5x26.6x2.9x
Thu, 10 Aug 2023US$369.3bUS$129.9bUS$14.4b23x25.6x2.8x
Sat, 08 Jul 2023US$334.1bUS$116.7bUS$10.0b25.9x33.5x2.9x
Price to Earnings Ratio

33.5x


Total Market Cap: US$334.1bTotal 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 55.2x202420252026
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 55.2x.
  • The 3-year average PS ratio of 3.6x is lower than the industry's current PS ratio of 5.1x.
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 Market1.92%
Industrials2.63%
Electrical5.56%
Electrical Components4.52%
Heavy Electrical Equipment7.28%
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
ETN EatonUS$426.125.1%
+US$8.1b		20.0%PE41.5x
VRT Vertiv Holdings CoUS$334.825.2%
+US$6.3b		173.2%PE82.5x
ROK Rockwell AutomationUS$495.088.5%
+US$4.3b		46.2%PE50.7x
VICR VicorUS$379.7817.8%
+US$2.6b		728.3%PE126.7x
AYI AcuityUS$376.6626.1%
+US$2.2b		22.9%PE23.7x

Latest News

EOSE
US$5.88
Eos Energy Enterprises
7D
-3.0%
1Y
20.0%
ST
US$47.74
Sensata Technologies Holding
7D
-2.2%
1Y
53.6%
POWL
US$286.36
Powell Industries
7D
-1.8%
1Y
309.0%
VRT
US$334.82
Vertiv Holdings Co
7D
5.2%
1Y
173.2%
Seeking Alpha • Jun 30

Vertiv: Selling The Bottleneck, Billing At The Pace Of The Build

Summary Vertiv Holdings strengthens its thermal solutions moat with the ThermoKey acquisition, completing its end-to-end data center cooling portfolio. VRT's integrated approach enables hyperscalers to minimize execution risk and pay a premium for a single-vendor thermal loop, supporting robust backlog and margins. Key risks include potential delays in data center deployments due to grid and water constraints, with revenue recognition tied to actual deployments, not orders. At 35x EBITDA, VRT is a Hold; I await EMEA recovery and margin confirmation in Q2 results before considering a more bullish stance. Read the full article on Seeking Alpha
FLNC
US$19.88
Fluence Energy
7D
-6.3%
1Y
170.8%
VICR
US$379.78
Vicor
7D
17.8%
1Y
728.3%
AYI
US$376.66
Acuity
7D
26.1%
1Y
22.9%
Analysis Article • Jun 29

Acuity Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Shareholders of Acuity Inc. ( NYSE:AYI ) will be pleased this week, given that the stock price is up 13% to US$362...
ARRY
US$7.41
Array Technologies
7D
-6.2%
1Y
11.6%
FAC
US$11.09
Factorial Energy
7D
-13.7%
1Y
10.9%
HYLN
US$5.21
Hyliion Holdings
7D
-14.6%
1Y
280.3%
Narrative Update • Jun 26

HYLN: KARNO Commercialization Plans Expected To Support Higher Future Earnings Multiple

Analysts have lifted their Hyliion Holdings price target from $5.00 to $7.00, citing expectations that the transition of its Karno power module from development to commercialization over the next year, along with its potential fuel flexibility and efficiency characteristics, could support a higher fair value and justify a richer future P/E multiple despite adjustments to discount rate, revenue growth, and profit margin assumptions. What's in the News for Hyliion Holdings Short seller Pelican Way Research released a critical report questioning Hyliion Holdings' US$133 million letter of intent with VFG Holdings, alleging limited operations and financial capacity at VFG, and raising concerns about Hyliion's capital allocation and executive compensation.
ETN
US$426.12
Eaton
7D
5.1%
1Y
20.0%
Narrative Update • Jun 26

ETN: AI Data Center Story Will Face Mobility Deal Execution Risks

Analysts have lifted their blended price target for Eaton to about $346 from roughly $329, reflecting updated views on its earnings power, margin profile and valuation multiples following a series of recent research revisions. Analyst Commentary Recent research updates on Eaton highlight a mix of optimism on the earnings and margin story alongside a more restrained tone from some corners of the Street.
RRX
US$238.19
Regal Rexnord
7D
9.2%
1Y
62.4%
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$76.04
Atkore
7D
-2.3%
1Y
3.2%
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$495.08
Rockwell Automation
7D
8.5%
1Y
46.2%
GNRC
US$292.81
Generac Holdings
7D
6.7%
1Y
99.7%
Narrative Update • Jun 23

GNRC: Data Center Contracts And Fair Valuation Will Shape The Next Upswing

Generac Holdings' updated analyst fair value estimate has shifted to $284.00 from $203.41, supported by analysts citing higher confidence in the earnings trajectory and potential upside from data center contract opportunities. These factors are reflected in recent price target increases from firms such as UBS and Jefferies.
AME
US$241.94
AMETEK
7D
3.4%
1Y
32.2%
Narrative Update • Jun 23

AME: Record Results And Indicor Deal Financing Will Shape Future Upside

AMETEK's analyst price targets have moved higher by around $9 to $10, with analysts pointing to slight adjustments in fair value estimates, discount rates, revenue growth assumptions, profit margins and future P/E expectations to support the change. Analyst Commentary Recent research on AMETEK points to a mix of optimism and caution as analysts adjust price targets and short term views around valuation, execution and growth expectations.