Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Electrical Components Industry Analysis

UpdatedAug 31, 2026
DataAggregated Company Financials
Companies112
  • 7D-1.3%
  • 3M-12.3%
  • 1Y29.0%
  • YTDn/a

Over the last 7 days, the Electrical Components industry has dropped 2.7%, driven by Eaton declining 3.9%. Meanwhile, Hyliion Holdings actually outperformed within the industry, gaining 5.4% in the last week. This takes the industry's 12 month performance to a gain of 29%. Looking forward, earnings are forecast to grow by 19% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 31 Aug 2026US$591.6bUS$133.7bUS$12.3b34.6x48.2x4.4x
Wed, 29 Jul 2026US$613.1bUS$127.7bUS$11.9b36.9x51.7x4.8x
Fri, 26 Jun 2026US$648.3bUS$127.5bUS$11.8b40.9x54.8x5.1x
Sun, 24 May 2026US$639.5bUS$128.0bUS$11.9b41.6x53.6x5x
Tue, 21 Apr 2026US$623.1bUS$125.1bUS$11.1b35.8x56x5x
Thu, 19 Mar 2026US$558.3bUS$124.8bUS$11.2b31.7x49.7x4.5x
Sat, 14 Feb 2026US$574.0bUS$124.4bUS$7.6b36.7x76x4.6x
Mon, 12 Jan 2026US$501.0bUS$121.4bUS$6.8b32.1x73.5x4.1x
Wed, 10 Dec 2025US$501.6bUS$121.2bUS$6.8b32x74x4.1x
Fri, 07 Nov 2025US$523.3bUS$121.1bUS$6.8b29.9x76.5x4.3x
Sun, 05 Oct 2025US$489.7bUS$118.2bUS$6.6b28.8x74.6x4.1x
Tue, 02 Sep 2025US$455.6bUS$118.0bUS$6.6b29.9x68.8x3.9x
Thu, 31 Jul 2025US$482.0bUS$115.6bUS$6.0b28.4x80.3x4.2x
Sat, 28 Jun 2025US$437.8bUS$115.5bUS$5.9b27.2x74.3x3.8x
Mon, 26 May 2025US$398.8bUS$115.3bUS$5.8b26.1x68.3x3.5x
Wed, 23 Apr 2025US$318.9bUS$114.5bUS$5.4b20.3x59.5x2.8x
Fri, 21 Mar 2025US$370.8bUS$114.4bUS$5.2b23.2x71.2x3.2x
Sun, 16 Feb 2025US$408.1bUS$114.5bUS$8.6b26.3x47.6x3.6x
Tue, 14 Jan 2025US$426.2bUS$114.7bUS$8.2b22.1x51.7x3.7x
Thu, 12 Dec 2024US$447.7bUS$114.6bUS$8.3b24.1x53.9x3.9x
Sat, 09 Nov 2024US$451.8bUS$115.4bUS$8.0b25.5x56.6x3.9x
Mon, 07 Oct 2024US$414.0bUS$115.1bUS$6.7b20.1x61.5x3.6x
Wed, 04 Sep 2024US$389.2bUS$115.2bUS$6.6b18.3x59.2x3.4x
Fri, 02 Aug 2024US$414.3bUS$121.5bUS$6.8b19.9x60.8x3.4x
Sun, 30 Jun 2024US$411.8bUS$123.9bUS$7.0b19.6x58.6x3.3x
Tue, 28 May 2024US$448.4bUS$124.0bUS$7.0b24x64.2x3.6x
Thu, 25 Apr 2024US$414.8bUS$124.0bUS$8.4b21.3x49.5x3.3x
Sat, 23 Mar 2024US$432.6bUS$124.0bUS$8.5b22.2x50.7x3.5x
Mon, 19 Feb 2024US$399.2bUS$125.8bUS$10.3b19.7x38.9x3.2x
Wed, 17 Jan 2024US$363.6bUS$124.6bUS$10.4b19.5x34.9x2.9x
Fri, 15 Dec 2023US$361.0bUS$124.7bUS$10.4b20.9x34.8x2.9x
Sun, 12 Nov 2023US$324.0bUS$125.7bUS$11.2b17.9x29x2.6x
Tue, 10 Oct 2023US$342.7bUS$129.7bUS$13.8b19.2x24.8x2.6x
Thu, 07 Sep 2023US$372.8bUS$129.8bUS$14.0b21.2x26.7x2.9x
Price to Earnings Ratio

26.7x


Total Market Cap: US$372.8bTotal Earnings: US$14.0bTotal Revenue: US$129.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Components Industry Price to Earnings3Y Average 56.4x202420252026
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 48.2x which is lower than its 3-year average PE of 56.4x.
  • The 3-year average PS ratio of 3.7x 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 4.2% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, 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 Market0.67%
Industrials-1.23%
Electrical-1.58%
Electrical Components-1.32%
Heavy Electrical Equipment-2.03%
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$257.080.8%
+US$812.3m		101.6%PE57.1x
ROK Rockwell AutomationUS$430.860.3%
+US$129.9m		25.5%PE39.9x
NXT NextpowerUS$85.440.8%
+US$109.2m		27.0%PE21.8x
HYLN Hyliion HoldingsUS$3.5111.4%
+US$64.3m		108.9%PS67.8x
SHLS Shoals Technologies GroupUS$7.145.0%
+US$57.2m		9.7%PE37.7x

Latest News

ETN
US$402.78
Eaton
7D
-1.4%
1Y
15.4%
New Narrative • Aug 29

"Grid-to-Chip: How Eaton Controls the Physical Bottlenecks of AI Data Centers"

Eaton Corporation (NYSE: ETN): Investment Thesis and Valuation Report at the Intersection of Physical Artificial Intelligence, Voltage Cascades, and Megaprojects Executive Summary and the Anatomy of Corporate Transformation Global heavy industry and power management giant Eaton Corporation (NYSE: ETN) has undergone an unprecedented corporate transformation over the past twenty-four months, rising from a traditional industrial component manufacturer to the undisputed architect of a trillion-dollar Physical AI infrastructure ecosystem. This research report synthesizes the company's financial statements, balance sheet calls, and industrial physical bottlenecks to offer an internal valuation model based on engineering realities, going beyond Wall Street's superficial multiplier analyses.
GNRC
US$183.80
Generac Holdings
7D
-10.8%
1Y
-0.8%
HYLN
US$3.51
Hyliion Holdings
7D
11.4%
1Y
108.9%
AME
US$236.25
AMETEK
7D
-2.5%
1Y
27.8%
ROK
US$430.86
Rockwell Automation
7D
0.3%
1Y
25.5%
Seeking Alpha • Aug 28

Rockwell Automation: Accelerating Growth And AI Optionality

Summary Rockwell Automation presents a structural growth opportunity despite its historically elevated EV/EBITDA multiple of 31. Forward expected profitability ratios for ROK suggest current valuation aligns with the past three years’ averages. Valuation analysis highlights that while ROK trades rich on trailing multiples, forward metrics support a more balanced view. Investors should weigh structural growth prospects against valuation normalization when considering ROK. Read the full article on Seeking Alpha
POWL
US$182.71
Powell Industries
7D
-3.3%
1Y
105.9%
SHLS
US$7.14
Shoals Technologies Group
7D
5.0%
1Y
9.7%
VRT
US$257.08
Vertiv Holdings Co
7D
0.8%
1Y
101.6%
Seeking Alpha • Aug 27

Vertiv: AI's Physical Bottleneck Is Expanding Its Value Per Megawatt

Summary Vertiv is rated 'Buy' due to its integrated portfolio addressing critical power, cooling, and infrastructure needs in AI-driven data centers. VRT's co-design capabilities and expanding service offerings position it to capture increasing content per megawatt and recurring high-margin revenue. Management targets 20–22% organic sales CAGR and 27%+ operating margin by 2030, with sales potentially reaching $25–28 billion. Despite a premium valuation (~38x earnings), operational leverage, backlog, and execution on capacity expansion underpin a compelling long-term growth thesis. Read the full article on Seeking Alpha
NVT
US$148.48
nVent Electric
7D
-3.2%
1Y
64.3%
Narrative Update • Aug 25

NVT: AI Data Center Expansion And Maverick Deal Will Drive Future Upside

Analysts have lifted their fair value estimate for nVent Electric from $220 to $240, citing updated assumptions on discount rates, revenue growth, profit margins, and future P/E that modestly adjust their long term outlook for the stock. What’s in the News for nVent Electric nVent Electric plc agreed to acquire Maverick Power for US$1.75 billion, with a potential additional cash payment of up to US$550 million tied to Maverick’s performance targets in 2027 and 2028.
EAF
US$7.41
GrafTech International
7D
8.5%
1Y
-25.0%
Narrative Update • Aug 24

EAF: Pricing Reset And 2026 Volume Aims Will Balance Risk Profile

The analyst fair value estimate for GrafTech International has moved from $9.25 to $7.25 as analysts factor in a mix of higher assumed valuation multiples tied to more constructive pricing commentary and volume expectations, along with tempered price targets from other firms that highlight graphite electrode pricing levels and broader sector views. Analyst Commentary Recent research on GrafTech International highlights a mix of optimism around execution and volume growth alongside caution on pricing and valuation.
HUBB
US$459.66
Hubbell
7D
-1.5%
1Y
6.7%
NXT
US$85.44
Nextpower
7D
0.8%
1Y
27.0%
EMR
US$155.18
Emerson Electric
7D
-1.5%
1Y
17.6%
Narrative Update • Aug 19

EMR: Strait Of Hormuz Headwinds Will Likely Restrain Future Share Upside

Analysts have raised the fair value estimate for Emerson Electric to $129.42 from $125.27, citing resilient through cycle organic growth expectations in test and measurement, support from LNG and power exposure, and recent quarterly results that exceeded prior assumptions. Analyst Commentary Street research on Emerson Electric has turned more constructive overall, with several firms lifting price targets after recent quarterly results and updated through cycle growth assumptions.
RRX
US$157.43
Regal Rexnord
7D
-3.3%
1Y
5.4%
OESX
US$26.50
Orion Energy Systems
7D
33.6%
1Y
282.4%
Narrative Update • Aug 08

OESX: AI Data Center Contracts Will Support Stronger Profitability Ahead

Analysts have raised their price target on Orion Energy Systems to $27 from $22, citing recent financial performance and AI data center contracts as key factors behind the higher valuation. What’s in the News for Orion Energy Systems Orion Energy Systems, Inc.
FAC
US$4.91
Factorial Energy
7D
6.5%
1Y
-50.9%
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