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U.S. Electrical Components Industry Analysis

UpdatedMay 09, 2026
DataAggregated Company Financials
Companies110
  • 7D1.4%
  • 3M16.2%
  • 1Y71.5%
  • YTDn/a

Over the last 7 days, the Electrical Components industry has risen 1.4%, and Vertiv Holdings Co contributed the most with a gain of 3.5%. Meanwhile, Eaton actually underperformed within the industry, shrinking 7.8% in the last week. In the last 12 months, the industry was up 71%. 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
Sat, 09 May 2026US$647.8bUS$127.8bUS$12.1b37.9x53.8x5.1x
Mon, 06 Apr 2026US$552.1bUS$125.3bUS$11.0b33.8x50x4.4x
Wed, 04 Mar 2026US$587.4bUS$125.1bUS$11.1b33.1x53.1x4.7x
Fri, 30 Jan 2026US$542.3bUS$121.7bUS$6.8b35.1x79.4x4.5x
Sun, 28 Dec 2025US$491.2bUS$121.3bUS$6.8b31.9x72.3x4.1x
Tue, 25 Nov 2025US$475.4bUS$121.4bUS$6.8b31.1x70.1x3.9x
Thu, 23 Oct 2025US$503.9bUS$118.4bUS$6.6b29.8x76.5x4.3x
Sat, 20 Sep 2025US$477.3bUS$118.0bUS$6.6b29.9x72.6x4x
Mon, 18 Aug 2025US$455.0bUS$117.8bUS$6.7b32.4x68.3x3.9x
Wed, 16 Jul 2025US$453.1bUS$115.5bUS$5.9b27.3x76.9x3.9x
Fri, 13 Jun 2025US$416.8bUS$115.3bUS$5.9b26.1x70.5x3.6x
Sun, 11 May 2025US$381.3bUS$115.0bUS$5.8b21.1x65.8x3.3x
Tue, 08 Apr 2025US$307.8bUS$114.5bUS$5.4b20.3x57.3x2.7x
Thu, 06 Mar 2025US$365.9bUS$114.4bUS$5.2b23.8x70x3.2x
Sat, 01 Feb 2025US$427.2bUS$114.9bUS$8.3b24.2x51.2x3.7x
Mon, 30 Dec 2024US$426.9bUS$114.6bUS$8.3b22.8x51.4x3.7x
Wed, 27 Nov 2024US$469.3bUS$114.6bUS$8.2b24.7x57x4.1x
Fri, 25 Oct 2024US$417.7bUS$115.4bUS$6.9b21.4x60.7x3.6x
Sun, 22 Sep 2024US$402.3bUS$115.1bUS$6.7b20.3x60.2x3.5x
Tue, 20 Aug 2024US$377.6bUS$115.2bUS$6.6b18.9x57.4x3.3x
Thu, 18 Jul 2024US$437.6bUS$121.4bUS$6.7b21.4x65.2x3.6x
Sat, 15 Jun 2024US$430.2bUS$124.0bUS$7.0b19.9x61.3x3.5x
Mon, 13 May 2024US$435.4bUS$125.0bUS$8.5b21.4x51.1x3.5x
Wed, 10 Apr 2024US$437.7bUS$123.9bUS$8.4b22x51.9x3.5x
Fri, 08 Mar 2024US$416.6bUS$124.0bUS$8.5b22.1x49.1x3.4x
Sun, 04 Feb 2024US$378.8bUS$125.6bUS$10.6b19.3x35.9x3x
Tue, 02 Jan 2024US$375.6bUS$124.6bUS$10.4b20.9x36.2x3x
Thu, 30 Nov 2023US$334.1bUS$124.6bUS$10.4b18.5x32x2.7x
Sat, 28 Oct 2023US$311.5bUS$130.1bUS$13.8b16.6x22.5x2.4x
Mon, 25 Sep 2023US$348.9bUS$129.9bUS$13.9b21.1x25x2.7x
Wed, 23 Aug 2023US$356.2bUS$129.8bUS$14.0b20.4x25.5x2.7x
Fri, 21 Jul 2023US$353.8bUS$116.8bUS$10.0b27.4x35.5x3x
Sun, 18 Jun 2023US$327.5bUS$116.8bUS$9.8b24.7x33.5x2.8x
Tue, 16 May 2023US$294.4bUS$116.6bUS$9.9b20.6x29.7x2.5x
Price to Earnings Ratio

29.7x


Total Market Cap: US$294.4bTotal Earnings: US$9.9bTotal Revenue: US$116.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Components Industry Price to Earnings3Y Average 54.1x202420252026
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 54.1x.
  • The 3-year average PS ratio of 3.5x 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 6.7% per year over the last three years.
  • Revenues for these companies have grown 3.1% 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 Market2.14%
Industrials0.43%
Electrical-0.47%
Electrical Components1.38%
Heavy Electrical Equipment-3.43%
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$340.013.5%
+US$4.4b		255.1%PE83.8x
ROK Rockwell AutomationUS$448.559.7%
+US$4.0b		54.0%PE46x
NVT nVent ElectricUS$166.7316.7%
+US$3.9b		174.5%PE56x
POWL Powell IndustriesUS$305.9310.3%
+US$1.1b		415.7%PE59.6x
FLNC Fluence EnergyUS$18.9755.7%
+US$906.4m		293.6%PS1x

Latest News

NVT
US$166.73
nVent Electric
7D
16.7%
1Y
174.5%
FLNC
US$18.97
Fluence Energy
7D
55.7%
1Y
293.6%
ETN
US$399.15
Eaton
7D
-7.8%
1Y
30.0%
HUBB
US$493.04
Hubbell
7D
-3.0%
1Y
39.1%
AME
US$234.73
AMETEK
7D
-0.3%
1Y
36.8%
AMPX
US$16.11
Amprius Technologies
7D
-23.5%
1Y
547.0%
Narrative Update • May 08

AMPX: NDAA-Compliant Production Progress Will Drive Bullish Repricing Potential

Analysts have nudged their price target for Amprius Technologies up by $1 to $18. This reflects updated views on the company’s revenue outlook, improving profit margin assumptions, a slightly higher discount rate, and a lower future P/E multiple after recent research pointing to stronger visibility across UAVs, space, and emerging electric mobility markets.
POWL
US$305.93
Powell Industries
7D
10.3%
1Y
415.7%
RRX
US$206.26
Regal Rexnord
7D
-4.1%
1Y
56.0%
ROK
US$448.55
Rockwell Automation
7D
9.7%
1Y
54.0%
VRT
US$340.01
Vertiv Holdings Co
7D
3.5%
1Y
255.1%
ATKR
US$73.97
Atkore
7D
-5.3%
1Y
7.7%
ST
US$44.34
Sensata Technologies Holding
7D
6.5%
1Y
97.4%
VICR
US$261.34
Vicor
7D
-2.9%
1Y
536.0%
ENS
US$222.95
EnerSys
7D
4.5%
1Y
140.4%
Seeking Alpha • May 05

EnerSys: The Battery Company Sitting Right In The Middle Of The AI Boom

Summary EnerSys is positioned as a critical supplier to AI data centers, yet trades at a significant valuation discount to peers. ENS delivered 50% EPS growth on 1% revenue growth, driven by cost discipline and margin expansion, with a clean balance sheet and aggressive capital returns. The company holds over 50% of the U.S. lead-acid battery share but has 0% lithium share; a lithium product launch is imminent, representing a major re-rating catalyst. I initiate a 'Strong Buy' on ENS with a $245 price target, expecting lithium-driven upside and recommending entry before the May 20 Q4 earnings. Read the full article on Seeking Alpha
GNRC
US$266.75
Generac Holdings
7D
2.9%
1Y
121.2%
ALNT
US$65.80
Allient
7D
-13.6%
1Y
145.0%
Narrative Update • May 03

ALNT: Elevated Electrification Tailwinds May Mask Ongoing Execution And Margin Risks

Narrative Update on Allient The updated analyst fair value estimate for Allient has moved from $37.50 to $52.50, as analysts point to higher price targets, Q4 results that surpassed expectations in a typically slower quarter, and ongoing tailwinds in electrification, power quality, and industrial automation. Analyst Commentary Recent street research highlights a mix of optimism around Allient's repositioning and growth opportunities, alongside some clear execution and valuation risks that readers should weigh carefully.