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U.S. Electrical Components Industry Analysis

UpdatedJul 11, 2026
DataAggregated Company Financials
Companies109
  • 7D1.0%
  • 3M4.5%
  • 1Y40.0%
  • YTDn/a

In the last week, the Electrical Components industry is up 1.0%, with Vertiv Holdings Co up 6.1%. In the same time, Generac Holdings was down 7.4%. This means that the industry has gained 40% over the past year. 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, 11 Jul 2026US$634.8bUS$127.5bUS$11.8b42.4x53.7x5x
Mon, 08 Jun 2026US$629.3bUS$127.4bUS$11.9b38.5x52.9x4.9x
Wed, 06 May 2026US$642.8bUS$126.7bUS$11.5b39x55.8x5.1x
Fri, 03 Apr 2026US$559.4bUS$125.2bUS$11.0b33.8x50.7x4.5x
Sun, 01 Mar 2026US$582.4bUS$125.1bUS$10.6b33.6x55.1x4.7x
Tue, 27 Jan 2026US$526.1bUS$121.7bUS$6.8b32.3x77x4.3x
Thu, 25 Dec 2025US$491.7bUS$121.3bUS$6.8b32x72.4x4.1x
Sat, 22 Nov 2025US$462.8bUS$121.4bUS$6.8b31x68.2x3.8x
Mon, 20 Oct 2025US$497.9bUS$118.2bUS$6.6b30.4x75.8x4.2x
Wed, 17 Sep 2025US$476.1bUS$118.0bUS$6.6b30x72.4x4x
Fri, 15 Aug 2025US$464.5bUS$117.8bUS$6.6b32.4x70x3.9x
Sun, 13 Jul 2025US$453.9bUS$115.5bUS$5.9b27.6x77x3.9x
Tue, 10 Jun 2025US$416.8bUS$115.3bUS$5.9b26.2x70.4x3.6x
Thu, 08 May 2025US$363.8bUS$115.3bUS$5.7b20.6x63.6x3.2x
Sat, 05 Apr 2025US$326.9bUS$114.5bUS$5.4b20.5x60.9x2.9x
Mon, 03 Mar 2025US$387.8bUS$114.4bUS$5.9b23.9x65.2x3.4x
Wed, 29 Jan 2025US$413.3bUS$114.7bUS$8.2b23.4x50.1x3.6x
Fri, 27 Dec 2024US$431.6bUS$114.6bUS$8.3b23.2x51.9x3.8x
Sun, 24 Nov 2024US$469.1bUS$114.0bUS$8.2b24.5x57.3x4.1x
Tue, 22 Oct 2024US$426.2bUS$115.1bUS$6.8b21.5x62.7x3.7x
Thu, 19 Sep 2024US$389.5bUS$115.1bUS$6.7b19.3x58.4x3.4x
Sat, 17 Aug 2024US$382.6bUS$115.2bUS$6.6b18.6x58.1x3.3x
Mon, 15 Jul 2024US$427.4bUS$121.4bUS$6.7b20.2x63.7x3.5x
Wed, 12 Jun 2024US$424.8bUS$124.0bUS$7.0b20x60.6x3.4x
Fri, 10 May 2024US$433.4bUS$125.3bUS$8.5b21.8x50.8x3.5x
Sun, 07 Apr 2024US$438.8bUS$123.8bUS$8.4b22.8x52x3.5x
Tue, 05 Mar 2024US$415.2bUS$124.1bUS$8.5b21.1x48.9x3.3x
Thu, 01 Feb 2024US$372.2bUS$124.8bUS$10.5b19.4x35.5x3x
Sat, 30 Dec 2023US$377.8bUS$124.6bUS$10.4b20.9x36.4x3x
Mon, 27 Nov 2023US$337.7bUS$124.4bUS$10.4b19.1x32.5x2.7x
Wed, 25 Oct 2023US$316.8bUS$129.7bUS$13.8b17.2x22.9x2.4x
Fri, 22 Sep 2023US$348.0bUS$129.8bUS$13.9b20.2x25x2.7x
Sun, 20 Aug 2023US$354.1bUS$129.8bUS$14.0b20.1x25.3x2.7x
Tue, 18 Jul 2023US$346.9bUS$116.8bUS$10.0b27.4x34.8x3x
Price to Earnings Ratio

34.8x


Total Market Cap: US$346.9bTotal Earnings: US$10.0bTotal Revenue: US$116.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Components Industry Price to Earnings3Y Average 55.4x202420252026
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 55.4x.
  • The 3-year average PS ratio of 3.7x is lower than the industry's current PS ratio of 5.0x.
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 Market0.74%
Industrials-1.44%
Electrical-0.81%
Electrical Components1.05%
Heavy Electrical Equipment-3.68%
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$318.866.1%
+US$7.0b		158.6%PE78.6x
ETN EatonUS$407.282.2%
+US$3.4b		12.9%PE39.6x
NVT nVent ElectricUS$160.725.6%
+US$1.4b		114.7%PE53.9x
HUBB HubbellUS$490.940.8%
+US$202.9m		17.1%PE28.7x
ATKR AtkoreUS$72.244.4%
+US$102.3m		-3.6%PS0.8x

Latest News

EOSE
US$4.40
Eos Energy Enterprises
7D
-15.9%
1Y
-5.0%
POWL
US$232.19
Powell Industries
7D
-5.7%
1Y
227.6%
Narrative Update • Jul 10

POWL: Future Contract Backlog And Valuation Risks Will Shape Share Performance

Analysts have raised their price target for Powell Industries from $224.78 to $252.00, citing updated assumptions for revenue growth, profit margins, and a higher future P/E multiple that align with recent Street research. Analyst Commentary Recent Street research on Powell Industries has centered on updated targets and assumptions around revenue, margins, and the P/E multiple, but not all commentary has been uniformly optimistic.
ETN
US$407.28
Eaton
7D
2.2%
1Y
12.9%
RRX
US$214.90
Regal Rexnord
7D
-1.6%
1Y
41.5%
Narrative Update • Jul 10

RRX: Data Center And Automation Pivot Will Test New CEO Transition

The analyst fair value estimate for Regal Rexnord has increased from $165.00 to $225.00. This change reflects updated assumptions that align with recent price target revisions from multiple firms citing data center exposure, automation opportunities, and expectations for improving growth and margins.
FCEL
US$21.03
FuelCell Energy
7D
-25.2%
1Y
291.6%
PLUG
US$2.23
Plug Power
7D
-15.5%
1Y
37.7%
VICR
US$272.05
Vicor
7D
-3.9%
1Y
488.2%
Narrative Update • Jul 09

VICR: AI Licensing Momentum And New Financial Model Will Drive Upside

Vicor's analyst price targets have shifted sharply higher, with one framework now pointing to $375. This is backed by analysts citing materially higher financial objectives, accelerating licensing activity, and better visibility into AI related growth drivers following the recent shareholder meeting.
ALNT
US$90.49
Allient
7D
4.1%
1Y
134.5%
Narrative Update • Jul 09

ALNT: Vertically Integrated Robotics And Defense Exposure Will Eventually Face Sentiment Reset

Analysts have lifted their implied fair value estimate for Allient from $69.10 to $73.80. This reflects updated views on its evolution into a vertically integrated engineering platform with exposure to defense, automation, and humanoid end markets, as well as modest adjustments to growth, margin, and future P/E assumptions.
GNRC
US$233.94
Generac Holdings
7D
-7.4%
1Y
55.5%
Narrative Update • Jul 07

GNRC: Data Center Contract Optimism Will Likely Outpace Realized Earnings Execution

Generac Holdings' analyst price target framework shifts higher from $212 to about $223 per share, reflecting analysts' updated assumptions for stronger revenue growth, slightly higher profit margins, and support from recent price target increases related to data center contract potential and greater confidence in earnings visibility. Analyst Commentary Recent research on Generac Holdings highlights a mixed but generally constructive analyst backdrop, with higher price targets from several large firms and a focus on the company’s growing exposure to data center contracts and earnings visibility.
VRT
US$318.86
Vertiv Holdings Co
7D
6.1%
1Y
158.6%
AYI
US$333.11
Acuity
7D
-7.2%
1Y
11.6%
Narrative Update • Jul 02

AYI: AIS And Data Center Focus Will Shape Balanced Near Term Outlook

The analyst fair value estimate for Acuity has been raised from $295 to $358 as analysts factor in updated Q3 earnings, stronger margins, and a more constructive 12-month outlook highlighted in recent Street research. Analyst Commentary Recent Street research on Acuity reflects a mix of optimism and caution, with higher fair value estimates sitting alongside reminders that execution and growth are still under scrutiny.
NVT
US$160.72
nVent Electric
7D
5.6%
1Y
114.7%
Narrative Update • Jun 30

NVT: AI Data Center Hype And Rich P/E Will Pressure Returns

Analysts have raised their fair value estimate for nVent Electric from $116.20 to $145.21, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E that support a higher price target range. What’s in the News for nVent Electric nVent Electric reports record sales, orders, and backlog tied to demand for AI data center infrastructure, particularly liquid cooling solutions, according to recent coverage.
SKYX
US$1.27
SKYX Platforms
7D
22.1%
1Y
25.7%
HUBB
US$490.94
Hubbell
7D
0.8%
1Y
17.1%
ATKR
US$72.24
Atkore
7D
4.4%
1Y
-3.6%
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$472.12
Rockwell Automation
7D
0.09%
1Y
37.6%