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U.S. Electrical Components Industry Analysis

UpdatedApr 26, 2026
DataAggregated Company Financials
Companies109
  • 7D2.8%
  • 3M21.6%
  • 1Y80.9%
  • YTDn/a

In the last week, the Electrical Components industry is up 2.8%, with Eaton leading the way, up 4.4%. This means that the industry has gained 81% over the past year. Looking forward, earnings are forecast to grow by 17% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
Mon, 05 Jun 2023US$312.2bUS$116.8bUS$9.8b24.8x31.9x2.7x
Wed, 03 May 2023US$291.0bUS$115.6bUS$10.2b18x28.6x2.5x
Price to Earnings Ratio

28.6x


Total Market Cap: US$291.0bTotal Earnings: US$10.2bTotal Revenue: US$115.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Components Industry Price to Earnings3Y Average 53.8x202420252026
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 53.8x.
  • 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 3.8% per year over the last three years.
  • Revenues for these companies have grown 2.8% 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 Market0.39%
Industrials-0.51%
Electrical6.56%
Electrical Components2.81%
Heavy Electrical Equipment13.30%
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$423.924.4%
+US$6.9b		46.8%PE40.2x
VRT Vertiv Holdings CoUS$323.465.2%
+US$6.7b		272.0%PE79.7x
VICR VicorUS$273.5325.4%
+US$2.5b		431.2%PE89.4x
NXT NextpowerUS$121.419.0%
+US$1.5b		178.1%PE30.4x
NVT nVent ElectricUS$142.175.6%
+US$1.2b		159.4%PE53.6x

Latest News

SES
US$1.16
SES AI
7D
-4.1%
1Y
12.6%
HUBB
US$553.07
Hubbell
7D
3.3%
1Y
53.7%
ETN
US$423.92
Eaton
7D
4.4%
1Y
46.8%
VICR
US$273.53
Vicor
7D
25.4%
1Y
431.2%

VICR: Higher P/E Assumptions And Index Shift Will Shape Balanced Outlook

Analysts have raised their price target for Vicor from $208.75 to $282.50, citing updated assumptions for revenue growth, profitability, and long-term P/E multiples that are consistent with the latest Street research. Analyst Commentary Recent Street research includes a reported US$40 increase in the Vicor price target, which reflects updated assumptions around revenue growth, profitability, and long term P/E multiples.
NXT
US$121.41
Nextpower
7D
9.0%
1Y
178.1%
STI
US$4.08
Solidion Technology
7D
-43.1%
1Y
-25.8%
VRT
US$323.46
Vertiv Holdings Co
7D
5.2%
1Y
272.0%

Vertiv: Mounting Worries Of Peak Growth And Peak Valuation

Apr 23
ROK
US$401.18
Rockwell Automation
7D
-3.5%
1Y
61.5%
SPWR
US$0.98
SunPower
7D
-17.3%
1Y
-50.7%
AYI
US$289.57
Acuity
7D
-1.0%
1Y
19.2%

AYI: Nonresidential Recovery And Seasonal Strength Will Support Future Upside

The updated analyst price target for Acuity reflects a modest reduction of about $1, as analysts factor in slightly higher discount rates and a higher assumed future P/E, along with relatively steady revenue growth and profit margin expectations. Analyst Commentary Recent research commentary on Acuity clusters around revised price targets and cautious tweaks to earnings assumptions, with most analysts citing project uncertainty and pressure in nonresidential activity as key inputs to their models.
EMR
US$141.35
Emerson Electric
7D
-3.4%
1Y
34.3%

EMR: AI Disruption Risk Will Shape Future Automation And Software Execution Outcomes

Analyst price targets for Emerson Electric have been adjusted modestly, with mixed recent research that includes several target cuts from Wells Fargo and Barclays alongside multiple target increases and rating changes. The updated target is $205.00 as analysts balance AI related competitive risks with company specific drivers.
FLNC
US$13.38
Fluence Energy
7D
-1.1%
1Y
220.1%
AME
US$232.95
AMETEK
7D
-1.4%
1Y
39.8%

AME: AI Hardware Disruption And Cash Returns Will Guide Future Outcomes

Analysts made a small upward adjustment to the AMETEK price target to $250, reflecting modest tweaks to discount rate, revenue growth, margin, and P/E assumptions after a mix of recent bullish initiations, target changes, and AI related hardware risk commentary. Analyst Commentary Recent research on AMETEK reflects a mix of optimism around execution and valuation support, alongside fresh questions about long term risks linked to AI and high margin hardware exposure.
NVT
US$142.17
nVent Electric
7D
5.6%
1Y
159.4%
PLUG
US$3.14
Plug Power
7D
12.9%
1Y
286.9%

PLUG: Hydrogen Power Auctions And 2026 EBITDA Goal Will Shape Upside

Narrative Update: Plug Power Analyst Price Target Shift The blended analyst price target for Plug Power edges higher, reflecting incremental upward revisions such as Susquehanna's $0.25 increase and Wells Fargo's move to $2, partially offset by reductions from Jefferies to $1.80 and BMO Capital to $1, as analysts weigh mixed quarterly results, a return to positive gross margin, 2026 guidance, and ongoing execution risks. Analyst Commentary Analysts are split on Plug Power, but the recent research shows a clear group of bullish analysts who view recent execution updates and the 2026 roadmap as reasons to rethink downside risk and potential upside.
GNRC
US$220.93
Generac Holdings
7D
4.2%
1Y
95.7%

GNRC: Data Center Power Deals And Mixed Sentiment Will Shape Future Upside

Analysts have lifted the fair value estimate for Generac Holdings to $197 from $172, citing higher modeled revenue growth, expectations for a richer future P/E multiple, and a slightly lower discount rate, even as forecast profit margins are trimmed and recent research opinions remain mixed across firms. Analyst Commentary Recent Street research on Generac shows a split tape, with several firms lifting price targets while others turn more cautious on the stock's risk and reward trade off.