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U.S. Electrical Components Industry Analysis

UpdatedSep 16, 2026
DataAggregated Company Financials
Companies111
  • 7D-7.9%
  • 3M-14.0%
  • 1Y20.0%
  • YTDn/a

Over the last 7 days, the Electrical Components industry has dropped 6.0%, driven by a pullback from Vertiv Holdings Co of 19%. Over the past 12 months, the industry was up 19%. 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
Wed, 16 Sep 2026US$569.3bUS$133.8bUS$12.3b33.4x46.3x4.3x
Fri, 14 Aug 2026US$658.3bUS$133.7bUS$12.3b38.1x53.3x4.9x
Sun, 12 Jul 2026US$635.1bUS$127.5bUS$11.8b42.4x53.7x5x
Tue, 09 Jun 2026US$629.7bUS$127.4bUS$11.9b39.2x53x4.9x
Thu, 07 May 2026US$654.1bUS$128.3bUS$11.6b39.7x56.4x5.1x
Sat, 04 Apr 2026US$552.2bUS$125.3bUS$11.0b33.8x50.1x4.4x
Mon, 02 Mar 2026US$582.4bUS$125.1bUS$10.6b33.6x55.1x4.7x
Wed, 28 Jan 2026US$526.7bUS$121.5bUS$6.8b33.8x77.3x4.3x
Fri, 26 Dec 2025US$491.7bUS$121.3bUS$6.8b32x72.4x4.1x
Sun, 23 Nov 2025US$471.0bUS$121.4bUS$6.8b31x69.4x3.9x
Tue, 21 Oct 2025US$505.1bUS$118.2bUS$6.6b31x76.9x4.3x
Thu, 18 Sep 2025US$468.9bUS$118.0bUS$6.6b29.7x71.3x4x
Sat, 16 Aug 2025US$458.4bUS$117.8bUS$6.7b32.4x68.8x3.9x
Mon, 14 Jul 2025US$454.4bUS$115.5bUS$5.9b27.6x77.1x3.9x
Wed, 11 Jun 2025US$415.4bUS$115.3bUS$5.9b26x70.2x3.6x
Fri, 09 May 2025US$372.2bUS$115.1bUS$5.8b21.3x63.8x3.2x
Sun, 06 Apr 2025US$307.7bUS$114.5bUS$5.4b20.5x57.3x2.7x
Tue, 04 Mar 2025US$388.2bUS$114.4bUS$5.9b23x65.8x3.4x
Thu, 30 Jan 2025US$413.8bUS$114.7bUS$8.3b23.5x49.8x3.6x
Sat, 28 Dec 2024US$432.2bUS$114.6bUS$8.3b22.8x52x3.8x
Mon, 25 Nov 2024US$469.1bUS$114.0bUS$8.2b24.5x57.3x4.1x
Wed, 23 Oct 2024US$424.5bUS$115.1bUS$6.8b21.2x62.4x3.7x
Fri, 20 Sep 2024US$390.9bUS$115.1bUS$6.7b20.3x58.6x3.4x
Sun, 18 Aug 2024US$377.6bUS$115.2bUS$6.6b18.6x57.4x3.3x
Tue, 16 Jul 2024US$427.4bUS$121.4bUS$6.7b20.9x63.7x3.5x
Thu, 13 Jun 2024US$421.5bUS$124.0bUS$7.0b20.5x60.2x3.4x
Sat, 11 May 2024US$438.2bUS$125.0bUS$8.5b22.4x51.5x3.5x
Mon, 08 Apr 2024US$439.0bUS$123.9bUS$8.4b22.6x52x3.5x
Wed, 06 Mar 2024US$415.2bUS$124.1bUS$8.5b21.1x48.9x3.3x
Fri, 02 Feb 2024US$373.7bUS$125.6bUS$10.5b19.9x35.4x3x
Sun, 31 Dec 2023US$376.1bUS$124.6bUS$10.4b20.9x36.3x3x
Tue, 28 Nov 2023US$337.7bUS$124.4bUS$10.4b19.3x32.5x2.7x
Thu, 26 Oct 2023US$313.7bUS$129.6bUS$13.7b16.8x22.8x2.4x
Sat, 23 Sep 2023US$348.9bUS$129.9bUS$13.9b21.1x25x2.7x
Price to Earnings Ratio

25x


Total Market Cap: US$348.9bTotal Earnings: US$13.9bTotal Revenue: US$129.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Components Industry Price to Earnings3Y Average 56.7x202420252026
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 48.9x which is lower than its 3-year average PE of 56.7x.
  • 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-1.64%
Industrials-3.47%
Electrical-8.32%
Electrical Components-7.94%
Heavy Electrical Equipment-8.95%
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
ATKR AtkoreUS$94.550.7%
+US$23.0m		52.6%PS1.1x
EAF GrafTech InternationalUS$7.1313.2%
+US$21.7m		-33.7%PS0.4x
LYTS LSI IndustriesUS$20.082.6%
+US$18.5m		-13.5%PE32.2x
SES SES AIUS$0.628.1%
+US$17.2m		-51.9%PS9.7x
SUNE SUNation EnergyUS$3.1934.6%
+US$5.3m		120.0%PS0.3x

Latest News

VRT
US$234.61
Vertiv Holdings Co
7D
-19.3%
1Y
71.7%
ESP
US$63.82
Espey Mfg. & Electronics
7D
1.2%
1Y
23.4%
ETN
US$392.40
Eaton
7D
-7.0%
1Y
5.7%
HUBB
US$438.53
Hubbell
7D
-5.6%
1Y
0.7%
Seeking Alpha • Sep 11

Hubbell: The Grid's Small Components Can Deliver Large Returns

Summary Hubbell offers exposure to U.S. electric grid expansion, benefiting from broad utility and industrial demand for essential components. Recent acquisitions (DMC Power, NSI Industries) enhance HUBB's cross-selling potential and product reach, though integration risks and organic growth remain key to value creation. Despite strong revenue and EPS growth, margin pressure from inflation, tariffs, and integration costs highlights the need for improved profitability and cash conversion. I assign HUBB a Buy rating with a $559 price target, reflecting a 24x P/E on next year's EPS and a valuation discount to higher-growth peers. Read the full article on Seeking Alpha
NXT
US$79.79
Nextpower
7D
-6.6%
1Y
19.4%
XCH
US$3.14
XCHG
7D
4.0%
1Y
-87.9%
NVT
US$146.80
nVent Electric
7D
-9.7%
1Y
52.6%
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.
ZOOZ
US$7.03
ZOOZ Strategy
7D
1.2%
1Y
-84.0%
EMR
US$147.00
Emerson Electric
7D
-3.4%
1Y
13.9%
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.
EAF
US$7.13
GrafTech International
7D
13.2%
1Y
-33.7%
Seeking Alpha • Sep 02

GrafTech: A Call Option With A Catalyst

Summary GrafTech International is a deep-value turnaround play, currently trading at distressed levels despite robust underlying asset value and strategic insider accumulation. EAF’s aggressive cost reductions, Monterrey facility closure, and $253M liquidity with no debt maturities until 2029 position it for cyclical recovery upside. Major competitors Graphite India and HEG have acquired nearly 20% combined in EAF, signaling confidence in EAF’s undervalued assets and potential for industry consolidation. I rate EAF a Buy, viewing it as a call option on industry recovery, with structural trade protections and secular EAF steelmaking growth as catalysts. Read the full article on Seeking Alpha
GNRC
US$175.03
Generac Holdings
7D
-8.0%
1Y
-4.7%
ROK
US$417.00
Rockwell Automation
7D
-2.8%
1Y
21.8%
LYTS
US$20.08
LSI Industries
7D
2.6%
1Y
-13.5%
ATKR
US$94.55
Atkore
7D
0.7%
1Y
52.6%
Narrative Update • Aug 18

ATKR: Prysmian Cash Deal And AI Infrastructure Exposure Will Shape Future Returns

Analysts have nudged their fair value estimate for Atkore higher to about $93.50 from roughly $88.67, citing updated price targets that reflect the $95 per share cash offer and a view that deal completion is highly likely with limited competing bid risk. Analyst Commentary Recent research on Atkore focuses on the proposed US$95 per share cash acquisition and how that compares with analysts' standalone assumptions for earnings, growth and execution risk.
SUNE
US$3.19
SUNation Energy
7D
34.6%
1Y
120.0%
SES
US$0.62
SES AI
7D
8.1%
1Y
-51.9%
Narrative Update • Aug 13

SES: Index Additions And 2026 Revenue Outlook Will Drive Future Upside

Analysts have modestly reduced their price expectations for SES AI, trimming the fair value estimate from $1.40 to $1.10 as they factor in a slightly higher discount rate, adjusted margin assumptions, and a lower future P/E multiple, despite updated revenue growth inputs. What’s in the News for SES AI SES AI affirmed its revenue guidance for the full year 2026, with a projected range of US$30 million to US$35 million.