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U.S. Electrical Components Industry Analysis

UpdatedSep 12, 2026
DataAggregated Company Financials
Companies112
  • 7D-0.5%
  • 3M-5.5%
  • 1Y27.4%
  • YTDn/a

Over the last 7 days, the Electrical Components industry has dropped 1.1%, driven by Vertiv Holdings Co declining 7.7%. Over the past 12 months, the industry was up 23%. As for the next few years, earnings are expected to grow by 20% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 12 Sep 2026US$583.8bUS$133.8bUS$12.3b35x47.4x4.4x
Mon, 10 Aug 2026US$639.2bUS$132.0bUS$12.2b37.5x52.5x4.8x
Wed, 08 Jul 2026US$646.9bUS$127.5bUS$11.8b41.4x54.7x5.1x
Fri, 05 Jun 2026US$669.2bUS$127.4bUS$11.9b40.7x56.3x5.3x
Sun, 03 May 2026US$644.8bUS$126.3bUS$11.5b35.4x56.2x5.1x
Tue, 31 Mar 2026US$541.6bUS$124.8bUS$11.2b31.2x48.3x4.3x
Thu, 26 Feb 2026US$587.6bUS$124.5bUS$7.7b35.5x76.6x4.7x
Sat, 24 Jan 2026US$531.0bUS$121.7bUS$6.8b32.6x77.7x4.4x
Mon, 22 Dec 2025US$480.2bUS$121.2bUS$6.8b31.7x70.7x4x
Wed, 19 Nov 2025US$477.8bUS$121.4bUS$6.9b28.2x69.4x3.9x
Fri, 17 Oct 2025US$511.1bUS$118.2bUS$6.6b30.5x77.9x4.3x
Sun, 14 Sep 2025US$468.9bUS$118.0bUS$6.6b30.3x71.3x4x
Tue, 12 Aug 2025US$458.5bUS$117.7bUS$6.6b31.7x69.2x3.9x
Thu, 10 Jul 2025US$452.1bUS$115.5bUS$5.9b27.7x76.7x3.9x
Sat, 07 Jun 2025US$410.3bUS$115.3bUS$5.9b26.4x70.1x3.6x
Mon, 05 May 2025US$365.8bUS$115.4bUS$5.8b21.1x63.1x3.2x
Wed, 02 Apr 2025US$346.9bUS$114.4bUS$5.4b22.6x64.4x3x
Fri, 28 Feb 2025US$394.2bUS$114.4bUS$8.5b24.5x46.1x3.4x
Sun, 26 Jan 2025US$460.4bUS$114.7bUS$8.2b24x55.9x4x
Tue, 24 Dec 2024US$427.8bUS$114.6bUS$8.3b22.5x51.6x3.7x
Thu, 21 Nov 2024US$457.7bUS$114.1bUS$8.3b22.6x55.3x4x
Sat, 19 Oct 2024US$427.2bUS$115.1bUS$6.8b21.7x62.8x3.7x
Mon, 16 Sep 2024US$382.8bUS$115.1bUS$6.7b19x57.4x3.3x
Wed, 14 Aug 2024US$366.8bUS$115.2bUS$6.6b18.3x55.9x3.2x
Fri, 12 Jul 2024US$417.3bUS$121.4bUS$6.7b20x62.2x3.4x
Sun, 09 Jun 2024US$417.3bUS$124.0bUS$7.0b20x59.6x3.4x
Tue, 07 May 2024US$428.5bUS$124.9bUS$8.5b21.6x50.2x3.4x
Thu, 04 Apr 2024US$435.7bUS$123.8bUS$8.4b22.9x51.6x3.5x
Sat, 02 Mar 2024US$409.2bUS$124.1bUS$8.5b20.7x48.1x3.3x
Mon, 29 Jan 2024US$365.9bUS$124.6bUS$10.4b19.7x35.1x2.9x
Wed, 27 Dec 2023US$374.6bUS$124.7bUS$10.4b20.8x36.1x3x
Fri, 24 Nov 2023US$337.0bUS$124.4bUS$10.4b18.7x32.3x2.7x
Sun, 22 Oct 2023US$317.6bUS$129.7bUS$13.8b17.3x22.9x2.4x
Tue, 19 Sep 2023US$360.5bUS$129.8bUS$13.9b21.1x25.9x2.8x
Price to Earnings Ratio

25.9x


Total Market Cap: US$360.5bTotal Earnings: US$13.9bTotal Revenue: US$129.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Components Industry Price to Earnings3Y Average 56.6x202420252026
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 48.4x which is lower than its 3-year average PE of 56.6x.
  • The 3-year average PS ratio of 3.8x 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-0.97%
Industrials-1.77%
Electrical0.59%
Electrical Components-0.50%
Heavy Electrical Equipment2.41%
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$425.373.5%
+US$5.6b		16.3%PE43.1x
NVT nVent ElectricUS$162.384.1%
+US$1.0b		71.3%PE44.5x
AME AMETEKUS$241.871.7%
+US$951.4m		27.3%PE35.2x
VICR VicorUS$197.915.0%
+US$431.6m		289.8%PE62.8x
PLPC Preformed Line ProductsUS$423.546.3%
+US$122.7m		113.1%PE48x

Latest News

FCEL
US$15.89
FuelCell Energy
7D
6.3%
1Y
131.3%
ENS
US$179.45
EnerSys
7D
-1.4%
1Y
67.9%
PLPC
US$423.54
Preformed Line Products
7D
6.3%
1Y
113.1%
ETN
US$425.37
Eaton
7D
3.5%
1Y
16.3%
VRT
US$257.06
Vertiv Holdings Co
7D
-8.4%
1Y
90.6%
New Narrative • Sep 11

Every Watt Needs Cooling — Vertiv Is Buying Its Way Upstream To The Real Bottleneck

The story behind this stock Vertiv is the position I hold on the conviction that power and thermal demand in an AI data center is unconditional. That word is the whole thesis.
NXT
US$82.89
Nextpower
7D
-1.9%
1Y
24.3%
ST
US$43.64
Sensata Technologies Holding
7D
1.3%
1Y
39.6%
NVT
US$162.38
nVent Electric
7D
4.1%
1Y
71.3%
Narrative Update • Sep 08

NVT: Data Center Expansion And Acquisition Integration Will Shape Future Returns

Analysts have adjusted their fair value estimate for nVent Electric from $149.66 to $154.07, citing updated assumptions around revenue growth, profit margin, and a lower future P/E that together support a modestly higher price target. What’s in the News for nVent Electric nVent Electric agreed to acquire Maverick Power for US$1.75b in cash, with up to an additional US$550m of contingent consideration tied to performance targets in 2027 and 2028, adding power distribution and infrastructure solutions for data centers.
AME
US$241.87
AMETEK
7D
1.7%
1Y
27.3%
AYI
US$318.96
Acuity
7D
-4.5%
1Y
-5.1%
ALNT
US$98.66
Allient
7D
4.3%
1Y
114.6%
Narrative Update • Sep 04

ALNT: Automation And Power Exposure Will Support Future Sentiment Reset

Analysts have lifted the Allient fair value estimate from $73.80 to $118.00, citing updated assumptions around revenue growth, profit margins, and future P/E. These assumptions align with the recent price target increase to $95 in the smid cap industrial space with exposure to automation and power.
EMR
US$152.19
Emerson Electric
7D
-0.4%
1Y
12.6%
Narrative Update • Sep 03

EMR: Long Cycle LNG And Power Automation Contracts Will Drive Returns

The analyst price target for Emerson Electric has been raised from $167.07 to $171.81. This reflects updated views that its exposure to LNG and power demand, semiconductor and test and measurement strength, and a growing long cycle project funnel can support slightly higher long term growth, margins, and P/E assumptions, despite ongoing project delay and geopolitical risks.
ROK
US$428.39
Rockwell Automation
7D
-1.2%
1Y
24.2%
VICR
US$197.91
Vicor
7D
5.0%
1Y
289.8%
PLUG
US$2.10
Plug Power
7D
-3.2%
1Y
38.2%
Narrative Update • Aug 26

PLUG: Funding And Profitability Risks May Undercut Q2 Turnaround Progress

Analysts have lowered their average price target for Plug Power to $0.75 from $1.30, reflecting updated views on fair value, slightly adjusted discount rates, and revised assumptions for revenue, profit margins, and future P/E levels following recent research updates across the Street. Analyst Commentary on Plug Power Recent research on Plug Power shows a wide spread in price targets and a mix of optimistic and cautious views.
FOIL
US$20.69
Londian Wason New Energy Tech
7D
-8.4%
1Y
n/a