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U.S. Electrical Components Industry Analysis

UpdatedFeb 01, 2026
DataAggregated Company Financials
Companies110
  • 7D2.4%
  • 3M1.9%
  • 1Y26.8%
  • YTDn/a

In the last week, the Electrical Components industry is up 2.4%, with Eaton up 6.1%. Meanwhile, Eos Energy Enterprises actually underperformed within the industry, shrinking 14% in the last week. In the last 12 months, the industry was up 27%. Looking forward, 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, 01 Feb 2026US$538.3bUS$121.7bUS$6.8b34.8x78.8x4.4x
Tue, 30 Dec 2025US$488.3bUS$121.3bUS$6.8b31.8x71.9x4x
Thu, 27 Nov 2025US$485.6bUS$121.2bUS$6.8b31.5x71.9x4x
Sat, 25 Oct 2025US$507.7bUS$119.1bUS$6.8b30.7x74.3x4.3x
Mon, 22 Sep 2025US$479.1bUS$118.0bUS$6.6b29.9x72.9x4.1x
Wed, 20 Aug 2025US$459.8bUS$117.8bUS$6.6b31.1x69.3x3.9x
Fri, 18 Jul 2025US$455.6bUS$115.5bUS$5.9b28.5x77.3x3.9x
Sun, 15 Jun 2025US$412.0bUS$115.3bUS$5.9b25.5x69.6x3.6x
Tue, 13 May 2025US$381.3bUS$115.0bUS$5.8b21.8x65.7x3.3x
Thu, 10 Apr 2025US$307.4bUS$114.5bUS$5.4b21x57.3x2.7x
Sat, 08 Mar 2025US$366.3bUS$114.4bUS$5.2b24.5x70.1x3.2x
Mon, 03 Feb 2025US$425.8bUS$114.9bUS$8.3b24.2x51x3.7x
Wed, 01 Jan 2025US$423.5bUS$114.6bUS$8.3b22.9x50.9x3.7x
Fri, 29 Nov 2024US$461.9bUS$114.6bUS$8.2b24.5x56.1x4x
Sun, 27 Oct 2024US$419.7bUS$115.4bUS$6.9b21.1x61x3.6x
Tue, 24 Sep 2024US$402.3bUS$115.1bUS$6.7b20.3x60.2x3.5x
Thu, 22 Aug 2024US$377.0bUS$115.2bUS$6.6b19x57.4x3.3x
Sat, 20 Jul 2024US$413.6bUS$121.4bUS$6.7b21.3x61.6x3.4x
Mon, 17 Jun 2024US$417.7bUS$124.0bUS$7.0b19.9x59.5x3.4x
Wed, 15 May 2024US$434.3bUS$125.0bUS$8.5b21.2x51x3.5x
Fri, 12 Apr 2024US$430.4bUS$123.9bUS$8.4b21.8x51x3.5x
Sun, 10 Mar 2024US$414.2bUS$124.0bUS$8.5b22.2x48.9x3.3x
Tue, 06 Feb 2024US$375.6bUS$125.6bUS$10.7b19.3x35x3x
Thu, 04 Jan 2024US$363.0bUS$124.6bUS$10.4b19.7x35x2.9x
Sat, 02 Dec 2023US$340.5bUS$124.6bUS$10.4b19.1x32.6x2.7x
Mon, 30 Oct 2023US$311.1bUS$130.1bUS$13.8b16.6x22.5x2.4x
Wed, 27 Sep 2023US$345.0bUS$129.9bUS$13.9b21x24.8x2.7x
Fri, 25 Aug 2023US$358.3bUS$129.8bUS$14.0b20.6x25.7x2.8x
Sun, 23 Jul 2023US$349.7bUS$116.8bUS$10.0b26.7x35.1x3x
Tue, 20 Jun 2023US$327.3bUS$116.8bUS$9.8b24.7x33.4x2.8x
Thu, 18 May 2023US$301.8bUS$116.6bUS$9.9b22.1x30.6x2.6x
Sat, 15 Apr 2023US$289.9bUS$114.1bUS$10.0b18.5x29x2.5x
Mon, 13 Mar 2023US$298.3bUS$113.8bUS$9.9b20.2x30.3x2.6x
Wed, 08 Feb 2023US$308.0bUS$110.0bUS$9.6b22.3x32.2x2.8x
Price to Earnings Ratio

32.2x


Total Market Cap: US$308.0bTotal Earnings: US$9.6bTotal Revenue: US$110.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Components Industry Price to Earnings3Y Average 51.5x202420252026
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 78.8x which is higher than its 3-year average PE of 51.5x.
  • The 3-year average PS ratio of 3.3x is lower than the industry's current PS ratio of 4.4x.
Past Earnings Growth
  • The earnings for companies in the Electrical Components and Equipment industry have declined 11% per year over the last three years.
  • Meanwhile revenues for these companies have grown 3.4% 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 Market-0.23%
Industrials-0.041%
Electrical4.18%
Electrical Components2.39%
Heavy Electrical Equipment8.42%
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
ETN EatonUS$351.426.1%
+US$7.8b		7.7%PE34.8x
NXT NextpowerUS$117.0911.5%
+US$1.8b		132.2%PE29.4x
VRT Vertiv Holdings CoUS$186.182.0%
+US$1.4b		59.1%PE68.8x
AME AMETEKUS$223.981.5%
+US$745.9m		21.4%PE35.1x
FLNC Fluence EnergyUS$30.7714.2%
+US$531.1m		136.5%PS1.8x

Latest News

RRX
US$161.50
Regal Rexnord
7D
3.5%
1Y
1.7%

Regal Rexnord (NYSE:RRX) Will Pay A Dividend Of $0.35

Jan 30
Regal Rexnord (NYSE:RRX) Will Pay A Dividend Of $0.35
AYI
US$309.24
Acuity
7D
-1.9%
1Y
-7.0%
SES
US$2.03
SES AI
7D
-15.4%
1Y
72.0%
NXT
US$117.09
Nextpower
7D
11.5%
1Y
132.2%
GNRC
US$168.04
Generac Holdings
7D
-2.9%
1Y
12.5%
FLNC
US$30.77
Fluence Energy
7D
14.2%
1Y
136.5%
ENVX
US$6.62
Enovix
7D
-12.1%
1Y
-45.1%

ENVX: Slower Mobile Ramp And Capital Base Will Support Long Term Upside

Narrative update on Enovix The average analyst price target for Enovix has been reduced by $9, from $25 to $16, as analysts factor in a slower than expected ramp in mobile phone revenue and reassess what they see as overly optimistic consensus estimates for calendar year 2026. Analyst Commentary Recent analyst commentary around Enovix reflects a mix of optimism on the long term opportunity and caution around execution timing and current expectations.
ETN
US$351.42
Eaton
7D
6.1%
1Y
7.7%

ETN: AI Data Center Demand Will Drive Future Upside

Analysts have raised their Eaton fair value estimate by about $12 to $483. The revision reflects modestly higher revenue growth and future P/E assumptions, partly offset by slightly lower profit margin expectations and a slightly higher discount rate, as well as mixed recent price target moves and differing views on data center demand and acquisition synergies.
EMR
US$146.96
Emerson Electric
7D
-0.5%
1Y
13.1%

EMR: Fair Outlook Balances AI Demand Support And Aspen Execution Risks

Our analyst price target for Emerson Electric has been nudged higher to about US$156 from roughly US$154, reflecting updated Street views that balance slightly softer revenue growth assumptions with modestly stronger profitability and a similar long term P/E framework. This is supported by recent price target revisions from multiple firms and ongoing debate about near term upside.
EOSE
US$14.64
Eos Energy Enterprises
7D
-14.4%
1Y
155.1%

EOSE: Battery Rollout Execution Will Face Scrutiny After Short Seller Allegations

Analysts have kept their fair value estimate for Eos Energy Enterprises steady at US$16.13, making only small tweaks to assumptions on discount rate, profit margin and future P/E as they wait for more clarity on the company’s battery storage rollout, which is linked to Tetra Technologies’ PureFlow electrolytes solution. Analyst Commentary Recent Street research around Tetra Technologies and its PureFlow electrolytes solution gives investors some indirect signals on how the market is thinking about Eos Energy Enterprises, especially around execution on the battery storage rollout that underpins current valuation work.
ROK
US$421.65
Rockwell Automation
7D
0.9%
1Y
51.4%

ROK: Future OT Cybersecurity Suite Will Support A More Optimistic Outlook

Narrative Update on Rockwell Automation Analysts have lifted their fair value estimate for Rockwell Automation from about US$410 to roughly US$490, citing updated assumptions around revenue growth, profit margins, discount rate, and future P/E. Together, these factors point to a higher long term valuation framework.
PLUG
US$2.12
Plug Power
7D
-15.4%
1Y
13.7%

PLUG: Electrolyzer Execution Will Drive Future Rebound From Recent Downgrade

Analysts have reduced their price expectations for Plug Power to US$2 from US$4, citing demand challenges in material handling and electrolyzers, as well as a view that the electrolyzer ramp may take longer to materialize. This has contributed to a more cautious set of valuation inputs in recent models.
NVT
US$112.26
nVent Electric
7D
1.8%
1Y
72.5%
VRT
US$186.18
Vertiv Holdings Co
7D
2.0%
1Y
59.1%

VRT: Expanded Partnerships And Dividend Increase Will Drive Further Upside Potential

Narrative Update Overview Analysts now see Vertiv Holdings Co. with a refreshed price framework, reflected in a higher implied fair value from about US$230.00 to roughly US$245.20. This adjustment is tied to updated assumptions for revenue growth, profit margins, discount rate and future P/E levels.
AME
US$223.98
AMETEK
7D
1.5%
1Y
21.4%

AME: AI Orders And Organic Demand Will Steer Margins And Returns

The analyst price target for AMETEK has been raised from about $223 to roughly $229, as analysts factor in updated Q3 estimates, a firmer demand outlook tied partly to artificial intelligence related orders, and improving organic sales with positive order trends. Analyst Commentary Recent Street research on AMETEK clusters around higher price targets and a generally constructive view on execution, while still framing expectations as balanced rather than aggressive.
AMSC
US$29.92
American Superconductor
7D
-10.1%
1Y
13.9%

AMSC: Data Center And Semiconductor Backlog Are Expected To Drive Margins

Analysts have nudged their price expectations for American Superconductor slightly lower, with recent targets moving to about $50 to $55. They are balancing trimmed revenue forecasts and mixed quarterly results against expectations for EBITDA margin expansion and upcoming data center related revenue.