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U.S. Electrical Components Industry Analysis

UpdatedApr 22, 2026
DataAggregated Company Financials
Companies108
  • 7D1.3%
  • 3M18.4%
  • 1Y90.3%
  • YTDn/a

In the last week, the Electrical Components industry is up 1.3%, with Eaton up 1.9%. In the same time, Nextpower was down 6.0%. This means that the industry has gained 90% over the past year. As for the next few years, earnings are expected to grow by 17% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 22 Apr 2026US$627.8bUS$125.2bUS$11.2b35.3x56.3x5x
Fri, 20 Mar 2026US$551.5bUS$124.8bUS$11.2b31.7x49.1x4.4x
Sun, 15 Feb 2026US$578.6bUS$124.5bUS$7.5b36.4x76.7x4.6x
Tue, 13 Jan 2026US$503.1bUS$121.4bUS$6.8b32.6x73.8x4.1x
Thu, 11 Dec 2025US$501.9bUS$121.2bUS$6.8b32.6x74x4.1x
Sat, 08 Nov 2025US$512.6bUS$121.3bUS$6.9b29.9x73.8x4.2x
Mon, 06 Oct 2025US$489.7bUS$118.2bUS$6.6b28.8x74.6x4.1x
Wed, 03 Sep 2025US$455.6bUS$118.0bUS$6.6b29.5x68.8x3.9x
Fri, 01 Aug 2025US$481.3bUS$116.4bUS$6.2b29.1x78x4.1x
Sun, 29 Jun 2025US$441.2bUS$115.5bUS$5.9b27.2x74.9x3.8x
Tue, 27 May 2025US$398.8bUS$115.3bUS$5.8b26.1x68.4x3.5x
Thu, 24 Apr 2025US$330.8bUS$114.9bUS$5.5b20.2x59.9x2.9x
Sat, 22 Mar 2025US$369.8bUS$114.4bUS$5.2b23.2x71x3.2x
Mon, 17 Feb 2025US$408.1bUS$114.5bUS$8.6b26.3x47.6x3.6x
Wed, 15 Jan 2025US$429.3bUS$114.7bUS$8.2b23.1x52x3.7x
Fri, 13 Dec 2024US$453.6bUS$114.6bUS$8.3b24x54.6x4x
Sun, 10 Nov 2024US$455.6bUS$115.4bUS$8.0b25.5x57.1x3.9x
Tue, 08 Oct 2024US$414.0bUS$115.1bUS$6.7b20.7x61.5x3.6x
Thu, 05 Sep 2024US$369.2bUS$115.2bUS$6.6b18.3x56.1x3.2x
Sat, 03 Aug 2024US$386.3bUS$116.0bUS$6.8b18x57x3.3x
Mon, 01 Jul 2024US$411.8bUS$123.9bUS$7.0b19.6x58.6x3.3x
Wed, 29 May 2024US$448.4bUS$124.0bUS$7.0b23.9x64.2x3.6x
Fri, 26 Apr 2024US$419.1bUS$124.0bUS$8.4b21.2x50x3.4x
Sun, 24 Mar 2024US$432.7bUS$124.0bUS$8.5b22.2x50.8x3.5x
Tue, 20 Feb 2024US$399.2bUS$125.8bUS$10.3b19.7x38.9x3.2x
Thu, 18 Jan 2024US$354.9bUS$124.6bUS$10.4b18.9x34.1x2.8x
Sat, 16 Dec 2023US$371.8bUS$124.7bUS$10.4b20.7x35.8x3x
Mon, 13 Nov 2023US$324.7bUS$125.7bUS$11.2b17.9x29.1x2.6x
Wed, 11 Oct 2023US$348.1bUS$129.7bUS$13.8b19.2x25.1x2.7x
Fri, 08 Sep 2023US$372.6bUS$129.9bUS$13.9b21.3x26.8x2.9x
Sun, 06 Aug 2023US$369.2bUS$129.9bUS$14.4b22.4x25.7x2.8x
Tue, 04 Jul 2023US$341.3bUS$116.7bUS$10.0b26.5x34.2x2.9x
Thu, 01 Jun 2023US$298.0bUS$116.8bUS$9.9b22.7x30.1x2.6x
Sat, 29 Apr 2023US$289.4bUS$114.9bUS$10.0b17.9x28.9x2.5x
Price to Earnings Ratio

28.9x


Total Market Cap: US$289.4bTotal Earnings: US$10.0bTotal Revenue: US$114.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Components Industry Price to Earnings3Y Average 53.7x202420252026
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 53.7x.
  • The 3-year average PS ratio of 3.5x is lower than the industry's current PS ratio of 5.0x.
Past Earnings Growth
  • The earnings for companies in the Electrical Components and Equipment industry have grown 3.6% per year over the last three years.
  • Revenues for these companies have grown 2.9% 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 Market1.31%
Industrials-0.53%
Electrical1.06%
Electrical Components1.27%
Heavy Electrical Equipment0.67%
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$409.701.9%
+US$3.0b		53.5%PE38.9x
VICR VicorUS$246.2429.5%
+US$2.5b		425.7%PE80.4x
VRT Vertiv Holdings CoUS$312.440.6%
+US$738.4m		335.0%PE89.7x
ROK Rockwell AutomationUS$410.041.2%
+US$535.9m		74.9%PE46.6x
AMPX Amprius TechnologiesUS$21.4319.8%
+US$485.0m		887.6%PS40.2x

Latest News

VICR
US$246.24
Vicor
7D
29.5%
1Y
425.7%

Vicor: The Soaring Backlog Speaks Volumes

Apr 22
NXT
US$108.05
Nextpower
7D
-6.0%
1Y
167.7%
RUN
US$11.78
Sunrun
7D
-5.4%
1Y
71.2%
FLNC
US$12.77
Fluence Energy
7D
-13.7%
1Y
244.2%
ETN
US$409.70
Eaton
7D
1.9%
1Y
53.5%
ROK
US$410.04
Rockwell Automation
7D
1.2%
1Y
74.9%
AMPX
US$21.43
Amprius Technologies
7D
19.8%
1Y
887.6%

AMPX: NDAA Manufacturing Execution Will Likely Constrain Bullish Repricing Expectations

Analysts now see fair value for Amprius Technologies at $17, slightly below the prior $18. They also support higher Street price targets in the $20 to $22 range based on stronger revenue and margin assumptions tied to silicon anode battery adoption and expanding end markets.
AME
US$233.54
AMETEK
7D
-0.3%
1Y
46.3%

AME: AI Hardware Disruption And Cash Returns Will Guide Future Outcomes

Analysts made a small upward adjustment to the AMETEK price target to $250, reflecting modest tweaks to discount rate, revenue growth, margin, and P/E assumptions after a mix of recent bullish initiations, target changes, and AI related hardware risk commentary. Analyst Commentary Recent research on AMETEK reflects a mix of optimism around execution and valuation support, alongside fresh questions about long term risks linked to AI and high margin hardware exposure.
NVT
US$137.00
nVent Electric
7D
1.9%
1Y
172.6%
VRT
US$312.44
Vertiv Holdings Co
7D
0.6%
1Y
335.0%
ALNT
US$70.30
Allient
7D
-2.0%
1Y
236.4%

ALNT: Electrification Tailwinds And Portfolio Reset Will Support Margin Recovery

Narrative Update on Allient The consensus analyst price target for Allient has moved to $69 from $56. Analysts point to Q4 results that surpassed estimates in a seasonally slower quarter and ongoing tailwinds in electrification, power quality, industrial automation, and a reset portfolio that they expect to support margin recovery and cash generation.
AYI
US$296.32
Acuity
7D
4.0%
1Y
27.7%

Intelligent Building Automation Will Anchor Margins While Supply Constraints Limit Upside Potential

Catalysts About Acuity Acuity provides lighting solutions and intelligent building and AV control systems across commercial, infrastructure and entertainment spaces. What are the underlying business or industry changes driving this perspective?
SHLS
US$6.87
Shoals Technologies Group
7D
-4.8%
1Y
105.1%

SHLS: Margin Reset And Data Center Storage Demand Will Shape Returns

The updated analyst price target for Shoals Technologies Group edges slightly lower, reflecting tweaked fair value and P/E assumptions as analysts factor in recent margin headwinds, increased competition, and a focus on market share over near term profitability, even as some still see upside from current levels with targets clustered around $8 to $11. Analyst Commentary Recent research has turned more cautious around Shoals Technologies Group as margin pressure, rising competition, and management's focus on market share have prompted several price target cuts, even when ratings remain Neutral or Buy.
EOSE
US$7.03
Eos Energy Enterprises
7D
11.2%
1Y
51.2%
THR
US$51.80
Thermon Group Holdings
7D
-5.9%
1Y
107.0%

THR: Pending CECO Deal Structure And Liquidity Will Influence Future Shareholder Outcomes

Analysts reaffirmed a $51.00 price target on Thermon Group Holdings, citing relatively unchanged assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E, which together keep their overall view steady for now. What's in the News CECO Environmental Corp.
NEOV
US$2.71
NeoVolta
7D
-12.3%
1Y
31.6%