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U.S. Electrical Components Industry Analysis

UpdatedJun 26, 2026
DataAggregated Company Financials
Companies107
  • 7D-1.3%
  • 3M24.0%
  • 1Y52.9%
  • YTDn/a

Over the last 7 days, the Electrical Components industry has dropped 1.4%, driven by Emerson Electric declining 5.1%. In the past year, the industry has gained 51%. 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
Fri, 26 Jun 2026US$648.3bUS$127.5bUS$11.8b40.9x54.8x5.1x
Sun, 24 May 2026US$639.5bUS$128.0bUS$11.9b41.6x53.6x5x
Tue, 21 Apr 2026US$623.1bUS$125.1bUS$11.1b35.8x56x5x
Thu, 19 Mar 2026US$558.3bUS$124.8bUS$11.2b31.7x49.7x4.5x
Sat, 14 Feb 2026US$574.0bUS$124.4bUS$7.6b36.7x76x4.6x
Mon, 12 Jan 2026US$501.0bUS$121.4bUS$6.8b32.1x73.5x4.1x
Wed, 10 Dec 2025US$501.6bUS$121.2bUS$6.8b32x74x4.1x
Fri, 07 Nov 2025US$523.3bUS$121.1bUS$6.8b29.9x76.5x4.3x
Sun, 05 Oct 2025US$489.7bUS$118.2bUS$6.6b28.8x74.6x4.1x
Tue, 02 Sep 2025US$455.6bUS$118.0bUS$6.6b29.9x68.8x3.9x
Thu, 31 Jul 2025US$482.0bUS$115.6bUS$6.0b28.4x80.3x4.2x
Sat, 28 Jun 2025US$437.8bUS$115.5bUS$5.9b27.2x74.3x3.8x
Mon, 26 May 2025US$398.8bUS$115.3bUS$5.8b26.1x68.3x3.5x
Wed, 23 Apr 2025US$318.9bUS$114.5bUS$5.4b20.3x59.5x2.8x
Fri, 21 Mar 2025US$370.8bUS$114.4bUS$5.2b23.2x71.2x3.2x
Sun, 16 Feb 2025US$408.1bUS$114.5bUS$8.6b26.3x47.6x3.6x
Tue, 14 Jan 2025US$426.2bUS$114.7bUS$8.2b22.1x51.7x3.7x
Thu, 12 Dec 2024US$447.7bUS$114.6bUS$8.3b24.1x53.9x3.9x
Sat, 09 Nov 2024US$451.8bUS$115.4bUS$8.0b25.5x56.6x3.9x
Mon, 07 Oct 2024US$414.0bUS$115.1bUS$6.7b20.1x61.5x3.6x
Wed, 04 Sep 2024US$389.2bUS$115.2bUS$6.6b18.3x59.2x3.4x
Fri, 02 Aug 2024US$414.3bUS$121.5bUS$6.8b19.9x60.8x3.4x
Sun, 30 Jun 2024US$411.8bUS$123.9bUS$7.0b19.6x58.6x3.3x
Tue, 28 May 2024US$448.4bUS$124.0bUS$7.0b24x64.2x3.6x
Thu, 25 Apr 2024US$414.8bUS$124.0bUS$8.4b21.3x49.5x3.3x
Sat, 23 Mar 2024US$432.6bUS$124.0bUS$8.5b22.2x50.7x3.5x
Mon, 19 Feb 2024US$399.2bUS$125.8bUS$10.3b19.7x38.9x3.2x
Wed, 17 Jan 2024US$363.6bUS$124.6bUS$10.4b19.5x34.9x2.9x
Fri, 15 Dec 2023US$361.0bUS$124.7bUS$10.4b20.9x34.8x2.9x
Sun, 12 Nov 2023US$324.0bUS$125.7bUS$11.2b17.9x29x2.6x
Tue, 10 Oct 2023US$342.7bUS$129.7bUS$13.8b19.2x24.8x2.6x
Thu, 07 Sep 2023US$372.8bUS$129.8bUS$14.0b21.2x26.7x2.9x
Sat, 05 Aug 2023US$369.2bUS$129.9bUS$14.4b22.4x25.7x2.8x
Mon, 03 Jul 2023US$341.6bUS$116.8bUS$9.8b26.4x34.9x2.9x
Price to Earnings Ratio

34.9x


Total Market Cap: US$341.6bTotal Earnings: US$9.8bTotal Revenue: US$116.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Components Industry Price to Earnings3Y Average 55.1x202420252026
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 55.1x.
  • The 3-year average PS ratio of 3.6x 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 6.4% 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 Market-2.68%
Industrials1.11%
Electrical-2.32%
Electrical Components-1.34%
Heavy Electrical Equipment-3.83%
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
AYI AcuityUS$359.3913.2%
+US$1.3b		18.2%PE22.9x
GNRC Generac HoldingsUS$295.165.7%
+US$942.5m		107.4%PE92x
AME AMETEKUS$240.951.5%
+US$809.1m		34.0%PE36.1x
HUBB HubbellUS$536.042.4%
+US$652.6m		32.3%PE31.3x
ROK Rockwell AutomationUS$479.391.2%
+US$623.1m		47.0%PE49.1x

Latest News

AYI
US$359.39
Acuity
7D
13.2%
1Y
18.2%
NXT
US$113.18
Nextpower
7D
-10.1%
1Y
93.2%
EOSE
US$6.09
Eos Energy Enterprises
7D
-20.4%
1Y
34.1%
ALNT
US$102.26
Allient
7D
6.7%
1Y
183.3%
Narrative Update • Jun 25

ALNT: Secular Robotics And Defense Hopes May Overstate Platform Execution Risks

Allient's updated analyst price target increases from a fair value estimate of $52.50 to $65.00. Analysts attribute this change to the company's evolution into a vertically integrated engineering platform and its exposure to long-term secular end markets, which they identify as key supports for the revised valuation.
HYLN
US$4.86
Hyliion Holdings
7D
-40.0%
1Y
254.7%
New Narrative • Jun 25

Military Contracts And Data Center Demand Will Drive Long Term Upside Potential

Catalysts About Hyliion Holdings Hyliion Holdings focuses on developing and commercializing the KARNO power module, a fuel flexible distributed generation solution for commercial, data center and military applications. What are the underlying business or industry changes driving this perspective?
NVT
US$171.91
nVent Electric
7D
-2.9%
1Y
135.1%
PLPC
US$405.00
Preformed Line Products
7D
5.4%
1Y
153.2%
FLNC
US$19.38
Fluence Energy
7D
-21.9%
1Y
207.6%
VRT
US$325.57
Vertiv Holdings Co
7D
-2.2%
1Y
163.0%
HUBB
US$536.04
Hubbell
7D
2.4%
1Y
32.3%
Seeking Alpha • Jun 23

Hubbell: A Premium Compounder Riding The Grid's New Supercycle

Summary Hubbell Inc. earns a 'Buy' rating, positioned at the core of grid modernization and electrification, serving critical infrastructure needs for data centers and utilities. HUBB trades at a premium (~27.3x 2026 EPS), justified by robust secular demand, high margins (Utility Solutions: 24.1%, Electrical Solutions: 20.2%), and disciplined capital allocation. Secular tailwinds—data center growth, utility T&D spending, and grid bottlenecks—support high-single to low-double-digit EPS growth beyond 2026, with upside if grid interconnects accelerate. Key risks include NSI integration, elevated leverage, and execution on synergy realization, alongside macro factors like inflation, tariffs, and supply chain volatility. Read the full article on Seeking Alpha
ROK
US$479.39
Rockwell Automation
7D
1.2%
1Y
47.0%
GNRC
US$295.16
Generac Holdings
7D
5.7%
1Y
107.4%
Narrative Update • Jun 23

GNRC: Data Center Contracts And Fair Valuation Will Shape The Next Upswing

Generac Holdings' updated analyst fair value estimate has shifted to $284.00 from $203.41, supported by analysts citing higher confidence in the earnings trajectory and potential upside from data center contract opportunities. These factors are reflected in recent price target increases from firms such as UBS and Jefferies.
AME
US$240.95
AMETEK
7D
1.5%
1Y
34.0%
Narrative Update • Jun 23

AME: Record Results And Indicor Deal Financing Will Shape Future Upside

AMETEK's analyst price targets have moved higher by around $9 to $10, with analysts pointing to slight adjustments in fair value estimates, discount rates, revenue growth assumptions, profit margins and future P/E expectations to support the change. Analyst Commentary Recent research on AMETEK points to a mix of optimism and caution as analysts adjust price targets and short term views around valuation, execution and growth expectations.
EMR
US$145.34
Emerson Electric
7D
-3.5%
1Y
9.5%
Narrative Update • Jun 22

EMR: Long Term Energy Projects And Industrial AI Partnerships Will Shape Returns

Emerson Electric's analyst price target has been nudged slightly lower by less than $1 as analysts balance mixed ratings and revised targets, while also noting that the company has exposure to long-term demand trends and limited software risk from AI. Analyst Commentary Recent research on Emerson Electric highlights a mix of enthusiasm about its exposure to long-term demand trends and caution around execution risks and valuation, which helps explain the small adjustment in the overall analyst price target picture.
ETN
US$419.87
Eaton
7D
-0.5%
1Y
20.6%
POWL
US$309.20
Powell Industries
7D
4.0%
1Y
365.3%