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U.S. Electrical Components Industry Analysis

UpdatedJul 04, 2026
DataAggregated Company Financials
Companies108
  • 7D-2.5%
  • 3M14.0%
  • 1Y37.2%
  • YTDn/a

Over the last 7 days, the Electrical Components industry has dropped 2.5%, driven by Emerson Electric declining 3.1%. On the other hand Nextpower is actually up 5.5%. In the past year, the industry has gained 37%. 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, 04 Jul 2026US$628.2bUS$127.5bUS$11.8b42.7x53.1x4.9x
Mon, 01 Jun 2026US$653.2bUS$128.0bUS$11.9b42.7x54.7x5.1x
Wed, 29 Apr 2026US$638.1bUS$125.8bUS$11.4b35.4x56.1x5.1x
Fri, 27 Mar 2026US$571.6bUS$124.8bUS$11.2b32.3x50.9x4.6x
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
Price to Earnings Ratio

34.1x


Total Market Cap: US$340.7bTotal Earnings: US$10.0bTotal Revenue: US$116.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Components Industry Price to Earnings3Y Average 55.2x202420252026
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 55.2x.
  • The 3-year average PS ratio of 3.6x is lower than the industry's current PS ratio of 4.9x.
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 Market1.63%
Industrials-0.14%
Electrical0.42%
Electrical Components-2.48%
Heavy Electrical Equipment5.27%
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
NXT NextpowerUS$112.845.5%
+US$885.1m		70.2%PE28.9x
FCEL FuelCell EnergyUS$28.1117.1%
+US$277.9m		411.1%PS11.3x
SHLS Shoals Technologies GroupUS$9.9510.6%
+US$159.4m		66.4%PE49.7x
PLUG Plug PowerUS$2.643.9%
+US$139.4m		79.6%PS5x
ADSE ADS-TEC EnergyUS$12.458.3%
+US$57.1m		1.6%PS20.7x

Latest News

GNRC
US$252.66
Generac Holdings
7D
-9.3%
1Y
65.8%
POWL
US$246.33
Powell Industries
7D
-12.0%
1Y
239.5%
VRT
US$300.53
Vertiv Holdings Co
7D
-1.1%
1Y
135.1%
SHLS
US$9.95
Shoals Technologies Group
7D
10.6%
1Y
66.4%
NEOV
US$2.49
NeoVolta
7D
20.3%
1Y
-24.3%
New Narrative • Jul 02

Manufacturing Delays And FEOC Supply Risks Will Challenge Storage Ambitions Yet Long-Term Demand Should Support

Catalysts About NeoVolta NeoVolta develops and manufactures energy storage systems for residential, commercial and utility scale customers in the United States. What are the underlying business or industry changes driving this perspective?
NXT
US$112.84
Nextpower
7D
5.5%
1Y
70.2%
Narrative Update • Jul 02

NXT: Elevated P/E Will Persist As Storage Deals Outrun Earnings Power

Analysts have lifted their price target for Nextpower from about $89.95 to roughly $105.05, citing updated assumptions for revenue growth, profit margins and future P/E that feed into a higher fair value estimate despite a slightly higher discount rate. What’s in the News for Nextpower Nextpower agreed to acquire Prevalon Energy, a U.S. battery energy storage systems provider, to extend its business into energy storage, energy management software, and critical power infrastructure, with Prevalon contributing over 6 GWh of deployed storage and 1.3 GW of firm supply contracts supporting AI and hyperscaler data centers (source: company announcement).
VICR
US$282.95
Vicor
7D
-13.5%
1Y
511.5%
PLUG
US$2.64
Plug Power
7D
3.9%
1Y
79.6%
Narrative Update • Jul 01

PLUG: Project Quantum Leap And 2026 EBITDAS Goal Will Drive Repricing

Analysts have raised Plug Power price targets by roughly $1 across several firms, which has helped lift the updated fair value estimate to $6.83 as they factor in recent model revisions tied to cost reduction efforts and a different profit outlook. Analyst Commentary Recent research updates on Plug Power point to a cluster of higher price targets, even where overall ratings remain cautious.
FCEL
US$28.11
FuelCell Energy
7D
17.1%
1Y
411.1%
Seeking Alpha • Jul 01

FuelCell Energy: Data-Center Power Makes The Risk Worth Taking

Summary I recommend a buy rating for FuelCell Energy (FCEL) due to its emerging data-center power demand and standardized product offering. FCEL’s 12.5 MW standardized Energy Block targets rapid, repeatable deployments, with a proposal pipeline exceeding 5 GW—90% tied to data centers. The Fit Energy agreement secures an initial 30 MW tranche, validating FCEL’s data-center strategy and supporting a 380 MW framework. FCEL’s Torrington facility expansion to 500 MW annual capacity underpins the revenue ramp thesis, though execution and order conversion risks remain. Read the full article on Seeking Alpha
NVT
US$152.15
nVent Electric
7D
-6.6%
1Y
103.1%
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.
KULR
US$3.85
KULR Technology Group
7D
7.2%
1Y
-43.3%
SKYX
US$1.04
SKYX Platforms
7D
9.9%
1Y
-7.1%
HUBB
US$487.10
Hubbell
7D
-5.8%
1Y
17.4%
ETN
US$398.52
Eaton
7D
-1.0%
1Y
10.0%
Narrative Update • Jun 26

ETN: AI Data Center Story Will Face Mobility Deal Execution Risks

Analysts have lifted their blended price target for Eaton to about $346 from roughly $329, reflecting updated views on its earnings power, margin profile and valuation multiples following a series of recent research revisions. Analyst Commentary Recent research updates on Eaton highlight a mix of optimism on the earnings and margin story alongside a more restrained tone from some corners of the Street.
EMR
US$139.05
Emerson Electric
7D
-3.1%
1Y
-0.5%
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.
ADSE
US$12.45
ADS-TEC Energy
7D
8.3%
1Y
1.6%