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U.S. Electrical Components Industry Analysis

UpdatedAug 17, 2026
DataAggregated Company Financials
Companies112
  • 7D2.4%
  • 3M4.0%
  • 1Y43.6%
  • YTDn/a

Over the last 7 days, the Electrical Components industry has risen 2.4%, driven by gains from Vertiv Holdings Co of 7.9%. In the last 12 months, the industry was up 44%. 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
Mon, 17 Aug 2026US$656.4bUS$133.7bUS$12.3b38.9x53.3x4.9x
Wed, 15 Jul 2026US$617.9bUS$127.5bUS$11.8b41.6x52.3x4.8x
Fri, 12 Jun 2026US$602.9bUS$127.4bUS$11.9b38.4x50.9x4.7x
Sun, 10 May 2026US$647.8bUS$127.8bUS$12.1b37.9x53.8x5.1x
Tue, 07 Apr 2026US$552.1bUS$125.3bUS$11.0b32.8x50.1x4.4x
Thu, 05 Mar 2026US$561.8bUS$125.1bUS$11.1b33.4x50.8x4.5x
Sat, 31 Jan 2026US$550.4bUS$121.7bUS$6.8b34.8x80.5x4.5x
Mon, 29 Dec 2025US$491.2bUS$121.3bUS$6.8b31.9x72.3x4.1x
Wed, 26 Nov 2025US$478.9bUS$121.4bUS$6.8b31.5x70.6x3.9x
Fri, 24 Oct 2025US$491.8bUS$119.0bUS$6.8b30.8x72.2x4.1x
Sun, 21 Sep 2025US$479.1bUS$118.0bUS$6.6b29.9x72.9x4.1x
Tue, 19 Aug 2025US$455.0bUS$117.8bUS$6.7b32.3x68.3x3.9x
Thu, 17 Jul 2025US$454.8bUS$115.5bUS$5.9b27.5x77.1x3.9x
Sat, 14 Jun 2025US$419.8bUS$115.3bUS$5.9b25.5x71x3.6x
Mon, 12 May 2025US$381.0bUS$115.0bUS$5.8b21.1x65.8x3.3x
Wed, 09 Apr 2025US$312.9bUS$114.5bUS$5.4b18.9x58.3x2.7x
Fri, 07 Mar 2025US$373.2bUS$114.4bUS$5.2b23.9x71.4x3.3x
Sun, 02 Feb 2025US$425.8bUS$114.9bUS$8.3b24.2x51x3.7x
Tue, 31 Dec 2024US$426.9bUS$114.6bUS$8.3b22.8x51.3x3.7x
Thu, 28 Nov 2024US$467.5bUS$114.6bUS$8.2b24.5x56.8x4.1x
Sat, 26 Oct 2024US$419.1bUS$115.4bUS$6.9b21.1x60.9x3.6x
Mon, 23 Sep 2024US$402.3bUS$115.1bUS$6.7b20.3x60.2x3.5x
Wed, 21 Aug 2024US$380.3bUS$115.2bUS$6.6b18.8x57.9x3.3x
Fri, 19 Jul 2024US$419.4bUS$121.4bUS$6.7b21.3x62.5x3.5x
Sun, 16 Jun 2024US$417.7bUS$124.0bUS$7.0b19.9x59.5x3.4x
Tue, 14 May 2024US$434.2bUS$125.0bUS$8.5b21.1x51x3.5x
Thu, 11 Apr 2024US$432.5bUS$123.9bUS$8.4b21.7x51.2x3.5x
Sat, 09 Mar 2024US$414.2bUS$124.0bUS$8.5b22.2x48.9x3.3x
Mon, 05 Feb 2024US$378.9bUS$125.6bUS$10.6b19.3x35.9x3x
Wed, 03 Jan 2024US$370.7bUS$124.6bUS$10.4b20.5x35.7x3x
Fri, 01 Dec 2023US$337.0bUS$124.6bUS$10.4b18.8x32.3x2.7x
Sun, 29 Oct 2023US$311.3bUS$130.1bUS$13.8b16.6x22.5x2.4x
Tue, 26 Sep 2023US$352.0bUS$129.9bUS$13.9b21.3x25.3x2.7x
Thu, 24 Aug 2023US$361.1bUS$129.8bUS$14.0b21.1x25.9x2.8x
Price to Earnings Ratio

25.9x


Total Market Cap: US$361.1bTotal 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 56.1x202420252026
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 56.1x.
  • The 3-year average PS ratio of 3.7x 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 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 Market0.63%
Industrials0.58%
Electrical3.85%
Electrical Components2.40%
Heavy Electrical Equipment6.34%
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$293.848.8%
+US$9.1b		116.6%PE65.3x
ETN EatonUS$451.511.5%
+US$2.5b		27.7%PE45.8x
EMR Emerson ElectricUS$163.172.8%
+US$2.5b		23.8%PE35.3x
ROK Rockwell AutomationUS$449.373.3%
+US$1.6b		31.1%PE41.6x
NVT nVent ElectricUS$171.395.6%
+US$1.5b		91.7%PE46.9x

Latest News

NXT
US$101.47
Nextpower
7D
-1.4%
1Y
49.9%
Narrative Update • Aug 15

NXT: Raised Guidance And Buybacks Will Support Future Upside Potential

Analysts have reduced their price target on Nextpower from $182 to $175, reflecting updated assumptions that include higher projected revenue growth, slightly lower expected profit margins, and a reduced future P/E multiple. What’s in the News for Nextpower Nextpower missed Wall Street revenue expectations in Q2 CY2026 on sales of US$935.2 million, recorded year on year sales growth of 8.2%, raised full year revenue and adjusted EPS guidance, reported a slight decline in operating margin, and reported an improvement in free cash flow margin.
ENVX
US$4.39
Enovix
7D
-5.4%
1Y
-56.8%
SKYX
US$1.12
SKYX Platforms
7D
-8.2%
1Y
-4.3%
ALNT
US$111.41
Allient
7D
-1.4%
1Y
150.0%
VICR
US$234.74
Vicor
7D
12.4%
1Y
387.7%
Seeking Alpha • Aug 14

Vicor: The AI Power Opportunity Is Huge, And Already Priced In

Summary Vicor Corporation is experiencing rapid acceleration in product revenue, backlog, and licensing, driven by demand for AI infrastructure power solutions. VICR's second-generation vertical power delivery technology positions it for long-term growth, with management targeting $2.5 billion in revenue and 70% gross margin. Recent EPS outperformance was aided by a one-time tax benefit; underlying operating performance remains strong, but headline results overstate recurring earnings power. Despite robust fundamentals, VICR's valuation—65x 2026 earnings and 16.5x sales—reflects high optimism, warranting a Hold rating after a 358% rally. Read the full article on Seeking Alpha
EMR
US$163.17
Emerson Electric
7D
2.8%
1Y
23.8%
ETN
US$451.51
Eaton
7D
1.5%
1Y
27.7%
VRT
US$293.84
Vertiv Holdings Co
7D
8.8%
1Y
116.6%
Narrative Update • Aug 13

VRT: AI Data Center Infrastructure Demand Will Drive Future Upside

Analysts now set a lower price target for Vertiv Holdings Co at $427, down from $461. This change reflects updated views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions.
WATT
US$15.56
Energous
7D
-16.1%
1Y
100.8%
ENS
US$203.40
EnerSys
7D
9.2%
1Y
104.2%
ROK
US$449.37
Rockwell Automation
7D
3.3%
1Y
31.1%
NVT
US$171.39
nVent Electric
7D
5.6%
1Y
91.7%
Narrative Update • Aug 11

NVT: AI Data Center Demand Will Support A Constructive Forward Outlook

Analysts now set a higher implied price target for nVent Electric at around $202 per share, up from roughly $186. They cite updated assumptions that include slightly different discount rates, revenue growth expectations, profit margin estimates, and a revised future P/E multiple.
ARRY
US$5.05
Array Technologies
7D
-5.1%
1Y
-40.0%
SHLS
US$8.45
Shoals Technologies Group
7D
-1.3%
1Y
39.9%
GNRC
US$219.30
Generac Holdings
7D
6.4%
1Y
10.7%
Narrative Update • Aug 04

GNRC: Data Center Contract Backlog Will Test Execution While Supporting Balanced Outlook

Generac Holdings' updated analyst price target of $214, revised from $223, reflects analysts balancing a slightly lower valuation multiple with expectations for supportive data center contracts, improving commercial and industrial trends, and a modestly stronger revenue growth and profit margin profile. Analyst Commentary Recent Street research on Generac Holdings presents a mixed picture, with several firms highlighting strong data center momentum and a growing power-resiliency platform, while others flag valuation constraints and execution risks as the story becomes more complex.
FAC
US$5.16
Factorial Energy
7D
-9.8%
1Y
-48.5%
Seeking Alpha • Jul 08

Factorial Energy: Buy This Speculative Solid-State Battery Story

Summary I recommend a speculative buy on Factorial Energy Inc. (FAC) due to attractive risk/reward at near-SPAC valuation despite high risk. FAC has achieved significant OEM validation, delivering high-density solid-state battery cells and demonstrating superior EV range and charging benchmarks. FEST technology’s retrofit compatibility with existing manufacturing lines lowers adoption hurdles and capital needs, supporting commercial scalability. Key risks include lack of recognized revenue, unfinalized product design, and potential manufacturing scale-up challenges requiring additional capital. Read the full article on Seeking Alpha