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U.S. Electrical Components Industry Analysis

UpdatedFeb 17, 2026
DataAggregated Company Financials
Companies109
  • 7D1.4%
  • 3M21.8%
  • 1Y42.0%
  • YTDn/a

In the last week, the Electrical Components industry is up 1.4%, with Vertiv Holdings Co up 17%. In the same time, Emerson Electric was down 8.4%. This means that the industry has gained 42% over the past year. 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
Wed, 18 Feb 2026US$578.6bUS$124.5bUS$7.5b36.4x76.8x4.6x
Fri, 16 Jan 2026US$512.6bUS$121.4bUS$6.8b33x75.2x4.2x
Sun, 14 Dec 2025US$491.8bUS$121.2bUS$6.8b32.2x72.5x4.1x
Tue, 11 Nov 2025US$509.7bUS$121.4bUS$7.0b30.2x72.3x4.2x
Thu, 09 Oct 2025US$484.9bUS$118.2bUS$6.6b28.7x73.9x4.1x
Sat, 06 Sep 2025US$456.1bUS$118.0bUS$6.6b29.8x68.8x3.9x
Mon, 04 Aug 2025US$474.2bUS$116.7bUS$6.3b28.3x75.4x4.1x
Wed, 02 Jul 2025US$441.8bUS$115.5bUS$5.9b28.3x75x3.8x
Fri, 30 May 2025US$405.9bUS$115.3bUS$5.8b26.5x69.5x3.5x
Sun, 27 Apr 2025US$354.9bUS$114.9bUS$5.5b20.7x64.2x3.1x
Tue, 25 Mar 2025US$369.6bUS$114.4bUS$5.2b23.6x71x3.2x
Thu, 20 Feb 2025US$408.8bUS$114.5bUS$8.6b26.4x47.7x3.6x
Sat, 18 Jan 2025US$437.6bUS$114.7bUS$8.2b23.5x53.1x3.8x
Mon, 16 Dec 2024US$448.4bUS$114.6bUS$8.3b23.8x54x3.9x
Wed, 13 Nov 2024US$461.4bUS$115.4bUS$8.0b26.2x57.8x4x
Fri, 11 Oct 2024US$418.9bUS$115.1bUS$6.7b20.8x62.3x3.6x
Sun, 08 Sep 2024US$359.2bUS$115.2bUS$6.6b17.8x54.2x3.1x
Tue, 06 Aug 2024US$367.5bUS$116.0bUS$6.8b17.2x54.2x3.2x
Thu, 04 Jul 2024US$416.2bUS$123.9bUS$7.0b19.4x59.2x3.4x
Sat, 01 Jun 2024US$438.7bUS$124.0bUS$7.0b21.6x62.7x3.5x
Mon, 29 Apr 2024US$425.6bUS$124.0bUS$8.4b21.8x50.8x3.4x
Wed, 27 Mar 2024US$428.3bUS$124.0bUS$8.5b21.9x50.5x3.5x
Fri, 23 Feb 2024US$392.8bUS$125.9bUS$10.0b19.4x39.3x3.1x
Sun, 21 Jan 2024US$361.5bUS$124.6bUS$10.4b19.1x34.7x2.9x
Tue, 19 Dec 2023US$371.8bUS$124.7bUS$10.4b20.5x35.8x3x
Thu, 16 Nov 2023US$338.3bUS$125.7bUS$11.1b19.5x30.4x2.7x
Sat, 14 Oct 2023US$339.3bUS$129.7bUS$13.8b18.3x24.5x2.6x
Mon, 11 Sep 2023US$364.9bUS$129.9bUS$13.9b21.6x26.2x2.8x
Wed, 09 Aug 2023US$372.7bUS$129.8bUS$14.3b22.9x26x2.9x
Fri, 07 Jul 2023US$331.2bUS$116.7bUS$10.0b25.7x33.2x2.8x
Sun, 04 Jun 2023US$312.3bUS$116.8bUS$9.8b24.8x31.9x2.7x
Tue, 02 May 2023US$290.2bUS$114.9bUS$10.0b18.1x28.9x2.5x
Thu, 30 Mar 2023US$296.8bUS$114.0bUS$9.9b19.5x30.1x2.6x
Sat, 25 Feb 2023US$302.9bUS$113.1bUS$9.5b20.6x31.9x2.7x
Price to Earnings Ratio

31.9x


Total Market Cap: US$302.9bTotal Earnings: US$9.5bTotal Revenue: US$113.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Components Industry Price to Earnings3Y Average 52.2x202420252026
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 76.8x which is higher than its 3-year average PE of 52.2x.
  • The 3-year average PS ratio of 3.4x is lower than the industry's current PS ratio of 4.6x.
Past Earnings Growth
  • The earnings for companies in the Electrical Components and Equipment industry have declined 7.4% per year over the last three years.
  • Meanwhile revenues for these companies have grown 3.2% 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-1.93%
Industrials-0.28%
Electrical0.34%
Electrical Components1.43%
Heavy Electrical Equipment-1.87%
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$243.5322.0%
+US$16.9b		121.5%PE69.9x
ETN EatonUS$391.493.7%
+US$5.4b		25.0%PE37.2x
GNRC Generac HoldingsUS$233.4628.1%
+US$3.0b		62.3%PE85.9x
HUBB HubbellUS$524.254.2%
+US$1.1b		32.5%PE31.5x
NXT NextpowerUS$122.543.9%
+US$683.0m		153.8%PE30.7x

Latest News

NXT
US$122.54
Nextpower
7D
3.9%
1Y
153.8%

NXT: Saudi Projects And Buybacks Will Support Steady Outlook

Analysts have raised their price target on Nextpower from about $102.54 to roughly $121.74, citing updated assumptions that include slightly higher profit margin expectations and a modestly higher future P/E multiple, partly offset by more subdued revenue growth and a slightly higher discount rate. What's in the News Nextpower Arabia, the joint venture between Nextpower and Abunayyan Holding, agreed to supply 2.25 GWp of advanced solar tracking systems to Larsen & Toubro for the Bisha Solar project in Saudi Arabia.
NVT
US$115.22
nVent Electric
7D
2.7%
1Y
67.4%

NVT: Acquisition Push And Rich Future P/E Will Challenge Return Prospects

Analysts have nudged their fair value estimate for nVent Electric higher from about $81.03 to roughly $84.94 per share, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E levels. What's in the News Management highlighted that the balance sheet and net debt-to-EBITDA ratio are in what they view as strong shape.
ROK
US$388.47
Rockwell Automation
7D
-5.8%
1Y
29.0%
EMR
US$148.85
Emerson Electric
7D
-7.9%
1Y
19.1%
ETN
US$391.49
Eaton
7D
3.7%
1Y
25.0%
AYI
US$311.16
Acuity
7D
-6.1%
1Y
-5.6%
VRT
US$243.53
Vertiv Holdings Co
7D
22.0%
1Y
121.5%

New Forecasts: Here's What Analysts Think The Future Holds For Vertiv Holdings Co (NYSE:VRT)

Feb 13
New Forecasts: Here's What Analysts Think The Future Holds For Vertiv Holdings Co (NYSE:VRT)
RUN
US$19.36
Sunrun
7D
-6.3%
1Y
118.5%
GNRC
US$233.46
Generac Holdings
7D
28.1%
1Y
62.3%
RRX
US$219.05
Regal Rexnord
7D
-1.7%
1Y
60.5%
HUBB
US$524.25
Hubbell
7D
4.2%
1Y
32.5%
EOSE
US$11.45
Eos Energy Enterprises
7D
-6.3%
1Y
129.9%
AMSC
US$36.66
American Superconductor
7D
15.0%
1Y
13.1%
ENS
US$178.06
EnerSys
7D
2.5%
1Y
76.5%

ENS: Buybacks And Higher Margins Will Shape Future Cash Returns And Outlook

Analysts have raised their price target on EnerSys from about $174.60 to roughly $188.10, citing updated assumptions that include a slightly lower discount rate, a revised outlook for revenue growth, higher expected profit margins, and a modestly lower future P/E multiple. What's in the News EnerSys reported that from September 29, 2025 to December 28, 2025, it repurchased 671,733 shares, representing 1.81% of shares, for $85.89 million under its existing buyback program (Key Developments).
PLUG
US$1.82
Plug Power
7D
-10.8%
1Y
0.6%

PLUG: Future Returns Will Hinge On Slower Material Handling Demand

Narrative update Analysts have trimmed their price target on Plug Power to $2 from $4, reflecting a more cautious view on execution as they watch how the company manages demand challenges in material handling and a slower than previously expected electrolyzer ramp. Analyst Commentary Bearish analysts are stepping back and treating Plug Power more as a show-me story, cutting their price target to US$2 from US$4 and shifting to a Hold stance.
TE
US$6.44
T1 Energy
7D
-14.2%
1Y
211.1%