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U.S. Electrical Components Industry Analysis

UpdatedJul 22, 2026
DataAggregated Company Financials
Companies108
  • 7D-1.0%
  • 3M-0.8%
  • 1Y33.3%
  • YTDn/a

The Electrical Components industry has been flat over the last week, but Eaton has lost 3.0%. The past year has been better, since the industry has gained 33% in that time. 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
Wed, 22 Jul 2026US$610.1bUS$127.5bUS$11.9b39.4x51.4x4.8x
Fri, 19 Jun 2026US$657.6bUS$127.4bUS$11.8b41.1x55.8x5.2x
Sun, 17 May 2026US$659.8bUS$127.9bUS$12.0b37.7x55.1x5.2x
Tue, 14 Apr 2026US$608.9bUS$125.1bUS$11.2b35.2x54.6x4.9x
Thu, 12 Mar 2026US$567.0bUS$124.8bUS$11.3b33.4x50.2x4.5x
Sat, 07 Feb 2026US$546.3bUS$124.9bUS$7.4b36.5x73.6x4.4x
Mon, 05 Jan 2026US$499.2bUS$121.3bUS$6.8b32.4x73.4x4.1x
Wed, 03 Dec 2025US$492.0bUS$121.2bUS$6.8b31.7x72.8x4.1x
Fri, 31 Oct 2025US$527.6bUS$119.1bUS$6.6b31.4x79.5x4.4x
Sun, 28 Sep 2025US$469.5bUS$118.0bUS$6.6b29.3x71.5x4x
Tue, 26 Aug 2025US$457.9bUS$117.9bUS$6.6b30.7x69.2x3.9x
Thu, 24 Jul 2025US$465.0bUS$115.6bUS$5.9b28.7x78.3x4x
Sat, 21 Jun 2025US$422.6bUS$115.3bUS$5.9b27.6x71.5x3.7x
Mon, 19 May 2025US$410.5bUS$115.3bUS$5.8b22.1x70.7x3.6x
Wed, 16 Apr 2025US$335.5bUS$114.5bUS$5.4b20.7x62.6x2.9x
Fri, 14 Mar 2025US$365.7bUS$114.4bUS$5.2b22.9x70.1x3.2x
Sun, 09 Feb 2025US$412.8bUS$114.2bUS$8.5b26.8x48.8x3.6x
Tue, 07 Jan 2025US$414.5bUS$114.6bUS$8.2b22.3x50.3x3.6x
Thu, 05 Dec 2024US$463.7bUS$114.6bUS$8.2b24.6x56.4x4x
Sat, 02 Nov 2024US$415.4bUS$116.3bUS$7.1b19.7x58.4x3.6x
Mon, 30 Sep 2024US$408.7bUS$115.1bUS$6.7b20.4x61.1x3.6x
Wed, 28 Aug 2024US$384.5bUS$115.2bUS$6.6b19.1x58.6x3.3x
Fri, 26 Jul 2024US$401.2bUS$121.6bUS$6.8b20.2x59.2x3.3x
Sun, 23 Jun 2024US$416.5bUS$124.0bUS$7.0b19.1x59.3x3.4x
Tue, 21 May 2024US$432.2bUS$125.2bUS$8.6b19.8x50.2x3.5x
Thu, 18 Apr 2024US$416.9bUS$123.9bUS$8.5b20.1x49x3.4x
Sat, 16 Mar 2024US$414.5bUS$124.0bUS$8.5b21x48.8x3.3x
Mon, 12 Feb 2024US$398.5bUS$126.7bUS$10.4b19.8x38.2x3.1x
Wed, 10 Jan 2024US$365.5bUS$124.6bUS$10.4b19.3x35.1x2.9x
Fri, 08 Dec 2023US$340.3bUS$124.7bUS$10.4b19.2x32.8x2.7x
Sun, 05 Nov 2023US$328.7bUS$131.4bUS$12.3b17.6x26.8x2.5x
Tue, 03 Oct 2023US$348.5bUS$129.8bUS$13.9b18.9x25.1x2.7x
Thu, 31 Aug 2023US$372.6bUS$129.8bUS$14.0b21.1x26.7x2.9x
Sat, 29 Jul 2023US$344.3bUS$116.9bUS$10.0b26.3x34.6x2.9x
Price to Earnings Ratio

34.6x


Total Market Cap: US$344.3bTotal Earnings: US$10.0bTotal Revenue: US$116.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Components Industry Price to Earnings3Y Average 55.6x202420252026
Current Industry PE
  • Investors are pessimistic on the American Electrical Components and Equipment industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 51.4x which is lower than its 3-year average PE of 55.6x.
  • The 3-year average PS ratio of 3.7x is lower than the industry's current PS ratio of 4.8x.
Past Earnings Growth
  • The earnings for companies in the Electrical Components and Equipment industry have grown 6.0% 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 Market-0.68%
Industrials-0.88%
Electrical-0.65%
Electrical Components-0.95%
Heavy Electrical Equipment-0.14%
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
EMR Emerson ElectricUS$139.262.3%
+US$1.8b		-3.5%PE32x
AME AMETEKUS$237.761.6%
+US$871.0m		32.7%PE35.7x
POWL Powell IndustriesUS$244.394.3%
+US$369.4m		231.7%PE47.6x
VRT Vertiv Holdings CoUS$304.500.3%
+US$353.4m		143.0%PE75.1x
ST Sensata Technologies HoldingUS$46.514.1%
+US$267.6m		45.1%PE139.5x

Latest News

VICR
US$214.70
Vicor
7D
-18.8%
1Y
375.0%
ROK
US$464.82
Rockwell Automation
7D
-1.1%
1Y
31.4%
GNRC
US$215.61
Generac Holdings
7D
-4.2%
1Y
43.5%
Narrative Update • Jul 21

GNRC: Data Center Contracts And Execution Will Drive The Next Upswing

Analysts have modestly raised the price target framework for Generac Holdings, with the modeled fair value shifting from about $284.00 to around $290.27. They cite higher published targets from several firms and a growing focus on data center contract opportunities and earnings visibility.
ST
US$46.51
Sensata Technologies Holding
7D
4.1%
1Y
45.1%
POWL
US$244.39
Powell Industries
7D
4.3%
1Y
231.7%
VRT
US$304.50
Vertiv Holdings Co
7D
0.3%
1Y
143.0%
ETN
US$402.95
Eaton
7D
-3.0%
1Y
8.1%
NVT
US$160.68
nVent Electric
7D
-0.7%
1Y
115.3%
AME
US$237.76
AMETEK
7D
1.6%
1Y
32.7%
EMR
US$139.26
Emerson Electric
7D
2.3%
1Y
-3.5%
ATKR
US$74.54
Atkore
7D
1.3%
1Y
-0.8%
RUN
US$11.44
Sunrun
7D
-10.5%
1Y
2.5%
HUBB
US$479.93
Hubbell
7D
-0.8%
1Y
12.0%
NXT
US$105.67
Nextpower
7D
1.0%
1Y
70.2%
RRX
US$213.31
Regal Rexnord
7D
1.0%
1Y
42.9%
Narrative Update • Jul 10

RRX: Data Center And Automation Pivot Will Test New CEO Transition

The analyst fair value estimate for Regal Rexnord has increased from $165.00 to $225.00. This change reflects updated assumptions that align with recent price target revisions from multiple firms citing data center exposure, automation opportunities, and expectations for improving growth and margins.
FAC
US$5.25
Factorial Energy
7D
-13.7%
1Y
-47.6%
Seeking Alpha • Jul 08

Factorial Energy: Buy This Speculative Solid-State Battery Story

Summary I recommend a speculative buy on Factorial Energy Inc. (FAC) due to attractive risk/reward at near-SPAC valuation despite high risk. FAC has achieved significant OEM validation, delivering high-density solid-state battery cells and demonstrating superior EV range and charging benchmarks. FEST technology’s retrofit compatibility with existing manufacturing lines lowers adoption hurdles and capital needs, supporting commercial scalability. Key risks include lack of recognized revenue, unfinalized product design, and potential manufacturing scale-up challenges requiring additional capital. Read the full article on Seeking Alpha