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U.S. Electrical Components Industry Analysis

UpdatedFeb 22, 2026
DataAggregated Company Financials
Companies107
  • 7D0.09%
  • 3M21.1%
  • 1Y47.0%
  • YTDn/a

Last week, the Electrical Components industry hasn't moved much but Vertiv Holdings Co is up 3.9% in that time. The past year has been better, since the industry has gained 47% in that time. 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, 22 Feb 2026US$578.9bUS$124.4bUS$7.6b35.5x75.8x4.7x
Tue, 20 Jan 2026US$525.8bUS$121.4bUS$6.8b33.8x77.1x4.3x
Thu, 18 Dec 2025US$485.4bUS$121.2bUS$6.8b31.3x71.6x4x
Sat, 15 Nov 2025US$488.1bUS$121.2bUS$7.0b28.7x70x4x
Mon, 13 Oct 2025US$482.1bUS$118.2bUS$6.6b28.2x73.4x4.1x
Wed, 10 Sep 2025US$467.3bUS$118.0bUS$6.6b31.9x70.5x4x
Fri, 08 Aug 2025US$457.3bUS$117.6bUS$6.6b28x68.8x3.9x
Sun, 06 Jul 2025US$458.1bUS$115.5bUS$5.9b28.5x77.8x4x
Tue, 03 Jun 2025US$402.4bUS$115.3bUS$5.8b25.5x69x3.5x
Thu, 01 May 2025US$354.8bUS$114.9bUS$5.5b21x64x3.1x
Sat, 29 Mar 2025US$358.6bUS$114.4bUS$5.4b22.9x66.8x3.1x
Mon, 24 Feb 2025US$395.6bUS$114.5bUS$8.6b24.6x46x3.5x
Wed, 22 Jan 2025US$440.6bUS$114.7bUS$8.2b23.7x53.4x3.8x
Fri, 20 Dec 2024US$421.4bUS$114.6bUS$8.3b22.7x50.7x3.7x
Sun, 17 Nov 2024US$446.0bUS$115.7bUS$8.0b23.6x55.6x3.9x
Tue, 15 Oct 2024US$424.3bUS$115.1bUS$6.7b21x63.1x3.7x
Thu, 12 Sep 2024US$373.7bUS$115.2bUS$6.6b18.4x56.5x3.2x
Sat, 10 Aug 2024US$368.9bUS$115.2bUS$6.5b18.2x56.4x3.2x
Mon, 08 Jul 2024US$408.3bUS$121.4bUS$6.7b19.2x60.8x3.4x
Wed, 05 Jun 2024US$428.5bUS$124.0bUS$7.0b20.2x61.3x3.5x
Fri, 03 May 2024US$412.7bUS$124.8bUS$8.6b20.8x48.2x3.3x
Sun, 31 Mar 2024US$433.9bUS$123.8bUS$8.5b22.4x51.3x3.5x
Tue, 27 Feb 2024US$402.2bUS$125.9bUS$10.0b19.7x40.3x3.2x
Thu, 25 Jan 2024US$367.4bUS$124.6bUS$10.4b18.9x35.3x2.9x
Sat, 23 Dec 2023US$374.6bUS$124.7bUS$10.4b20.8x36.1x3x
Mon, 20 Nov 2023US$339.0bUS$124.4bUS$10.4b18.7x32.5x2.7x
Wed, 18 Oct 2023US$344.9bUS$129.7bUS$13.8b18.9x24.9x2.7x
Fri, 15 Sep 2023US$358.9bUS$129.8bUS$13.9b21.5x25.8x2.8x
Sun, 13 Aug 2023US$364.3bUS$130.4bUS$14.2b20.9x25.7x2.8x
Tue, 11 Jul 2023US$340.7bUS$116.7bUS$10.0b26.3x34.1x2.9x
Thu, 08 Jun 2023US$312.4bUS$116.8bUS$9.8b25.7x31.9x2.7x
Sat, 06 May 2023US$293.1bUS$116.1bUS$9.8b19.5x29.8x2.5x
Mon, 03 Apr 2023US$305.7bUS$114.0bUS$9.8b19.1x31.1x2.7x
Wed, 01 Mar 2023US$308.5bUS$113.0bUS$9.6b21.2x32.3x2.7x
Price to Earnings Ratio

32.3x


Total Market Cap: US$308.5bTotal Earnings: US$9.6bTotal Revenue: US$113.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Components Industry Price to Earnings3Y Average 52.4x202420252026
Current Industry PE
  • Investors are optimistic on the American Electrical Components and Equipment industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 75.8x which is higher than its 3-year average PE of 52.4x.
  • The 3-year average PS ratio of 3.4x is lower than the industry's current PS ratio of 4.7x.
Past Earnings Growth
  • The earnings for companies in the Electrical Components and Equipment industry have declined 7.2% per year over the last three years.
  • Meanwhile revenues for these companies have grown 3.3% per year.
  • This means that although more sales are being generated, 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 Market1.04%
Industrials1.66%
Electrical1.15%
Electrical Components0.089%
Heavy Electrical Equipment3.38%
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$243.753.9%
+US$3.5b		153.9%PE70x
VICR VicorUS$170.019.0%
+US$627.4m		167.0%PE64x
NVT nVent ElectricUS$116.873.2%
+US$627.4m		86.6%PE44.1x
AME AMETEKUS$233.511.6%
+US$576.8m		25.4%PE36.1x
ROK Rockwell AutomationUS$398.791.1%
+US$496.6m		35.1%PE45.4x

Latest News

VICR
US$170.01
Vicor
7D
9.0%
1Y
167.0%
NVT
US$116.87
nVent Electric
7D
3.2%
1Y
86.6%
VRT
US$243.75
Vertiv Holdings Co
7D
3.9%
1Y
153.9%

VRT: AI Data Center Services And 2026 Outlook Will Frame Balanced Upside

Analysts have lifted their price target for Vertiv Holdings Co to $263.20 from $198.45, citing updated assumptions for revenue growth, profit margins, a slightly adjusted discount rate, and a modestly lower future P/E multiple. What's in the News Vertiv issued earnings guidance for the first quarter of 2026, with expected net sales between US$2.5b and US$2.7b, diluted GAAP EPS of US$0.80, GAAP operating profit of US$424.8m, and GAAP net income of US$312.7m (corporate guidance).
GNRC
US$229.19
Generac Holdings
7D
2.1%
1Y
66.0%
AMPX
US$9.52
Amprius Technologies
7D
-4.5%
1Y
217.3%
AME
US$233.51
AMETEK
7D
1.6%
1Y
25.4%

AME: AI Demand And Execution Versus Mixed P/E Expectations Will Guide Returns

Analysts have nudged their targets on AMETEK higher, with our updated fair value estimate edging up by about $0.29 to $248.29 as they factor in slightly lower assumed revenue growth, a modestly higher profit margin, a somewhat lower future P/E multiple, and a small reduction in the discount rate. Analyst Commentary Street research on AMETEK has been active recently, with several firms adjusting ratings and targets as they refresh models after recent quarters and outlook updates.
NXT
US$119.34
Nextpower
7D
2.5%
1Y
158.8%
FLNC
US$16.55
Fluence Energy
7D
-10.3%
1Y
138.5%

FLNC: U.S. Storage Demand Recovery And Backlog Coverage Will Drive Future Upside

The analyst price target for Fluence Energy has moved from $26.00 to $31.28, with analysts pointing to improving U.S. demand expectations and a series of recent target revisions across major firms as key drivers of this reset in assumptions. Analyst Commentary Recent Street research on Fluence Energy has been active, with several bullish analysts adjusting ratings and price targets in response to changing demand expectations and company specific developments.
ROK
US$398.79
Rockwell Automation
7D
1.1%
1Y
35.1%
ETN
US$373.38
Eaton
7D
-4.1%
1Y
25.6%
RUN
US$20.28
Sunrun
7D
6.2%
1Y
140.9%
RRX
US$215.36
Regal Rexnord
7D
-2.2%
1Y
59.9%
EOSE
US$10.70
Eos Energy Enterprises
7D
-3.6%
1Y
138.8%
ENS
US$173.21
EnerSys
7D
-3.3%
1Y
69.6%

ENS: Buybacks And Higher Margins Will Shape Future Cash Returns And Outlook

Analysts have raised their price target on EnerSys from about $174.60 to roughly $188.10, citing updated assumptions that include a slightly lower discount rate, a revised outlook for revenue growth, higher expected profit margins, and a modestly lower future P/E multiple. What's in the News EnerSys reported that from September 29, 2025 to December 28, 2025, it repurchased 671,733 shares, representing 1.81% of shares, for $85.89 million under its existing buyback program (Key Developments).
POWL
US$546.82
Powell Industries
7D
-6.5%
1Y
208.5%
PLPC
US$262.62
Preformed Line Products
7D
-5.9%
1Y
95.5%