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U.S. Electrical Components Industry Analysis

UpdatedMay 15, 2026
DataAggregated Company Financials
Companies111
  • 7D3.9%
  • 3M16.5%
  • 1Y65.0%
  • YTDn/a

In the last week, the Electrical Components industry is up 3.9%, with Vertiv Holdings Co up 9.1%. During this same period, the Emerson Electric underperformed, falling 5.8%. In the last 12 months, the industry was up 65%. As for the next few years, earnings are expected to grow by 19% per annum.

Industry Valuation and Performance

Has the U.S. Electrical Components Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 16 May 2026US$669.2bUS$127.9bUS$12.0b39x55.9x5.2x
Mon, 13 Apr 2026US$609.1bUS$125.3bUS$11.0b35.1x55.2x4.9x
Wed, 11 Mar 2026US$559.0bUS$124.8bUS$11.3b34.2x49.5x4.5x
Fri, 06 Feb 2026US$559.5bUS$124.3bUS$7.2b34.8x78x4.5x
Sun, 04 Jan 2026US$499.2bUS$121.3bUS$6.8b32.4x73.4x4.1x
Tue, 02 Dec 2025US$498.0bUS$121.2bUS$6.8b31.5x73.7x4.1x
Thu, 30 Oct 2025US$515.9bUS$119.1bUS$6.7b29.4x76.7x4.3x
Sat, 27 Sep 2025US$468.6bUS$118.0bUS$6.6b29.3x71.3x4x
Mon, 25 Aug 2025US$459.1bUS$117.9bUS$6.6b31.5x69.4x3.9x
Wed, 23 Jul 2025US$462.9bUS$115.5bUS$5.9b28.7x78.5x4x
Fri, 20 Jun 2025US$422.6bUS$115.3bUS$5.9b27.8x71.5x3.7x
Sun, 18 May 2025US$410.9bUS$115.3bUS$5.8b22.1x70.8x3.6x
Tue, 15 Apr 2025US$332.5bUS$114.5bUS$5.4b20.8x62x2.9x
Thu, 13 Mar 2025US$361.9bUS$114.4bUS$5.2b23.1x69.4x3.2x
Sat, 08 Feb 2025US$414.9bUS$114.2bUS$8.5b26.8x49.1x3.6x
Mon, 06 Jan 2025US$433.8bUS$114.6bUS$8.2b23.3x52.6x3.8x
Wed, 04 Dec 2024US$464.6bUS$114.6bUS$8.2b24.6x56.5x4.1x
Fri, 01 Nov 2024US$416.5bUS$116.2bUS$7.1b21.5x58.4x3.6x
Sun, 29 Sep 2024US$408.7bUS$115.1bUS$6.7b20.4x61.1x3.6x
Tue, 27 Aug 2024US$386.5bUS$115.2bUS$6.6b19.1x58.9x3.4x
Thu, 25 Jul 2024US$424.1bUS$121.4bUS$6.7b20.5x63.4x3.5x
Sat, 22 Jun 2024US$418.8bUS$124.0bUS$7.0b19.1x59.6x3.4x
Mon, 20 May 2024US$432.2bUS$125.2bUS$8.6b19.6x50.2x3.5x
Wed, 17 Apr 2024US$423.0bUS$123.9bUS$8.5b21.1x49.7x3.4x
Fri, 15 Mar 2024US$416.6bUS$124.0bUS$8.5b21.1x49.1x3.4x
Sun, 11 Feb 2024US$398.5bUS$126.7bUS$10.4b19.8x38.2x3.1x
Tue, 09 Jan 2024US$361.7bUS$124.6bUS$10.4b20x34.9x2.9x
Thu, 07 Dec 2023US$340.7bUS$124.7bUS$10.5b19x32.6x2.7x
Sat, 04 Nov 2023US$328.6bUS$131.4bUS$12.3b17.6x26.8x2.5x
Mon, 02 Oct 2023US$348.5bUS$129.8bUS$13.9b20.2x25.1x2.7x
Wed, 30 Aug 2023US$372.8bUS$129.8bUS$14.0b21.1x26.7x2.9x
Fri, 28 Jul 2023US$346.8bUS$116.7bUS$10.0b25.8x34.8x3x
Sun, 25 Jun 2023US$324.2bUS$116.8bUS$9.8b25.6x33.1x2.8x
Tue, 23 May 2023US$299.0bUS$116.7bUS$9.9b23.2x30.2x2.6x
Price to Earnings Ratio

30.2x


Total Market Cap: US$299.0bTotal Earnings: US$9.9bTotal Revenue: US$116.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Components Industry Price to Earnings3Y Average 54.2x202420252026
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 54.2x.
  • The 3-year average PS ratio of 3.5x is lower than the industry's current PS ratio of 5.2x.
Past Earnings Growth
  • The earnings for companies in the Electrical Components and Equipment industry have grown 6.6% per year over the last three years.
  • Revenues for these companies have grown 3.1% 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 Market1.15%
Industrials0.75%
Electrical4.98%
Electrical Components3.85%
Heavy Electrical Equipment6.91%
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$370.949.1%
+US$11.9b		249.8%PE91.4x
NXT NextpowerUS$144.2914.6%
+US$2.7b		143.3%PE36.6x
PLUG Plug PowerUS$3.7821.2%
+US$917.8m		389.4%PS7.1x
VICR VicorUS$273.676.7%
+US$784.0m		531.0%PE91.3x
ST Sensata Technologies HoldingUS$48.507.9%
+US$519.2m		78.5%PE145.4x

Latest News

HUBB
US$479.97
Hubbell
7D
-2.6%
1Y
22.4%
VRT
US$370.94
Vertiv Holdings Co
7D
9.1%
1Y
249.8%
FLNC
US$20.78
Fluence Energy
7D
-14.0%
1Y
284.5%
NXT
US$144.29
Nextpower
7D
14.6%
1Y
143.3%
Seeking Alpha • May 14

Nextpower: Mind The Hype As Its Apex Acquisition Locks It Into Data Center Growth

Summary Nextpower Inc. is rated a long-term Buy, but NXT shares appear overvalued after a 500% run since late 2024, with a pullback likely. NXT has deepened its moat via product expansion, strategic acquisitions, and US-first manufacturing, positioning itself as a best-in-class solar tracking leader. Despite robust 20%+ revenue growth and a $5.25B backlog, valuation multiples have outpaced earnings and margin expansion, raising near-term risk. Key NXT risks include high stock-based compensation, insider selling, and sensitivity to data center/AI-driven demand cycles; a better entry point is anticipated below $110. Read the full article on Seeking Alpha
ETN
US$399.44
Eaton
7D
-0.5%
1Y
21.4%
Narrative Update • May 14

ETN: Future Returns Will Reflect AI Power Demand And Execution Risks

Analysts have lifted the Eaton price target by about $41 to reflect updated assumptions for fair value near $450, a higher discount rate, stronger revenue growth expectations, slightly lower profit margin estimates, and a modestly higher future P/E multiple, supported by a series of recent target increases and bullish initiations on the stock. Analyst Commentary Recent research on Eaton has been active, with several firms updating price targets and coverage views in quick succession.
EMR
US$133.05
Emerson Electric
7D
-5.8%
1Y
10.3%
AME
US$227.90
AMETEK
7D
-1.9%
1Y
24.7%
Seeking Alpha • May 14

Ametek Takes Aim At Broadening Its Aerospace And Defense Footprint

Summary Ametek, Inc. is positioned for durable growth, leveraging megatrends in aerospace & defense, semiconductors, and data centers. Recent acquisitions—First Aviation and Indicor ($5B)—significantly expand AME’s aerospace, defense, and instrumentation capabilities, with value accretion expected from late 2026. I reiterate my buy rating on AME stock with a $272/share price target at 20.23x eFY28 EV/aEBITDA, citing robust market dynamics and strategic expansion. Short-term volatility may offer a more attractive entry, but long-term tailwinds and acquisition synergies support continued upside. Read the full article on Seeking Alpha
HYLN
US$4.67
Hyliion Holdings
7D
89.8%
1Y
238.4%
POWL
US$292.65
Powell Industries
7D
-5.4%
1Y
379.3%
VICR
US$273.67
Vicor
7D
6.7%
1Y
531.0%
PLUG
US$3.78
Plug Power
7D
21.2%
1Y
389.4%
RRX
US$197.16
Regal Rexnord
7D
-8.0%
1Y
39.4%
ENS
US$236.98
EnerSys
7D
3.1%
1Y
137.2%
FCEL
US$21.36
FuelCell Energy
7D
55.9%
1Y
418.4%
ROK
US$448.74
Rockwell Automation
7D
-1.1%
1Y
45.2%
ST
US$48.50
Sensata Technologies Holding
7D
7.9%
1Y
78.5%