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U.S. Electrical Components Industry Analysis

UpdatedSep 10, 2026
DataAggregated Company Financials
Companies112
  • 7D2.8%
  • 3M-6.1%
  • 1Y27.5%
  • YTDn/a

Vertiv Holdings Co is up 14%, leading the way for the Electrical Components industry, which has gained 6.7%. During this same period, the GrafTech International underperformed, falling 11%. This means that the industry has gained 34% over the past year. 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
Thu, 10 Sep 2026US$614.8bUS$133.8bUS$12.3b34.4x50x4.6x
Sat, 08 Aug 2026US$636.3bUS$132.0bUS$12.2b37.5x52.2x4.8x
Mon, 06 Jul 2026US$628.3bUS$127.5bUS$11.8b42.7x53.1x4.9x
Wed, 03 Jun 2026US$652.8bUS$127.4bUS$11.9b40.7x54.9x5.1x
Fri, 01 May 2026US$622.4bUS$125.9bUS$11.4b36.4x54.5x4.9x
Sun, 29 Mar 2026US$539.7bUS$124.8bUS$11.2b32.4x48.3x4.3x
Tue, 24 Feb 2026US$579.0bUS$124.4bUS$7.6b35.3x75.9x4.7x
Thu, 22 Jan 2026US$515.8bUS$121.4bUS$6.8b33.4x75.6x4.2x
Sat, 20 Dec 2025US$473.7bUS$121.2bUS$6.8b31.7x69.7x3.9x
Mon, 17 Nov 2025US$489.2bUS$121.4bUS$6.9b28.7x71x4x
Wed, 15 Oct 2025US$497.2bUS$118.2bUS$6.6b29.9x75.7x4.2x
Fri, 12 Sep 2025US$466.0bUS$118.0bUS$6.6b30.7x70.9x3.9x
Sun, 10 Aug 2025US$458.4bUS$117.7bUS$6.7b30.6x68.7x3.9x
Tue, 08 Jul 2025US$458.1bUS$115.5bUS$5.9b27.6x77.7x4x
Thu, 05 Jun 2025US$408.5bUS$115.3bUS$5.8b26.1x70x3.5x
Sat, 03 May 2025US$361.1bUS$114.9bUS$5.7b21.1x63.9x3.1x
Mon, 31 Mar 2025US$348.7bUS$114.4bUS$5.4b22.9x64.9x3x
Wed, 26 Feb 2025US$387.9bUS$114.4bUS$8.6b25.6x45.1x3.4x
Fri, 24 Jan 2025US$462.3bUS$114.7bUS$8.2b23.9x56.1x4x
Sun, 22 Dec 2024US$427.8bUS$114.6bUS$8.3b22.5x51.6x3.7x
Tue, 19 Nov 2024US$446.0bUS$114.1bUS$8.3b23.6x54.1x3.9x
Thu, 17 Oct 2024US$422.0bUS$115.1bUS$6.8b21.4x62.1x3.7x
Sat, 14 Sep 2024US$380.4bUS$115.2bUS$6.6b19x57.5x3.3x
Mon, 12 Aug 2024US$369.5bUS$115.2bUS$6.6b18.2x56.4x3.2x
Wed, 10 Jul 2024US$410.9bUS$121.4bUS$6.7b19.2x61.2x3.4x
Fri, 07 Jun 2024US$429.5bUS$124.0bUS$7.0b20.1x61.4x3.5x
Sun, 05 May 2024US$422.8bUS$124.9bUS$8.5b21x49.5x3.4x
Tue, 02 Apr 2024US$433.9bUS$123.8bUS$8.5b22.8x51.3x3.5x
Thu, 29 Feb 2024US$403.8bUS$125.8bUS$10.0b19.3x40.3x3.2x
Sat, 27 Jan 2024US$367.3bUS$124.6bUS$10.4b19.7x35.3x2.9x
Mon, 25 Dec 2023US$374.6bUS$124.7bUS$10.4b20.8x36.1x3x
Wed, 22 Nov 2023US$339.0bUS$124.4bUS$10.4b18.7x32.5x2.7x
Fri, 20 Oct 2023US$324.8bUS$129.7bUS$13.8b17.4x23.5x2.5x
Sun, 17 Sep 2023US$359.9bUS$129.8bUS$13.9b20.9x25.8x2.8x
Price to Earnings Ratio

25.8x


Total Market Cap: US$359.9bTotal Earnings: US$13.9bTotal Revenue: US$129.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Components Industry Price to Earnings3Y Average 56.6x202420252026
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 49.1x which is lower than its 3-year average PE of 56.6x.
  • The 3-year average PS ratio of 3.8x is lower than the industry's current PS ratio of 4.5x.
Past Earnings Growth
  • The earnings for companies in the Electrical Components and Equipment industry have declined 4.1% 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 Market-0.22%
Industrials-0.30%
Electrical4.45%
Electrical Components2.83%
Heavy Electrical Equipment7.19%
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$415.226.2%
+US$9.5b		14.6%PE42.1x
VRT Vertiv Holdings CoUS$262.892.4%
+US$2.4b		92.3%PE58.4x
NVT nVent ElectricUS$158.547.0%
+US$1.7b		66.9%PE43.4x
EMR Emerson ElectricUS$150.340.9%
+US$758.6m		12.5%PE32.6x
AME AMETEKUS$236.271.3%
+US$706.1m		26.1%PE34.4x

Latest News

NXT
US$82.37
Nextpower
7D
-0.2%
1Y
21.9%
VRT
US$262.89
Vertiv Holdings Co
7D
2.4%
1Y
92.3%
FLNC
US$10.12
Fluence Energy
7D
-4.2%
1Y
49.7%
ARRY
US$4.48
Array Technologies
7D
-2.0%
1Y
-45.3%
Narrative Update • Sep 08

ARRY: Policy And Product Shifts Will Shape Future Power Demand Upside

Array Technologies' updated fair value estimate has shifted to $5.00 as analysts weigh a wider range of price targets from $5.00 to $11.00 and balance new Neutral ratings with mixed views on growth, margins, acquisition benefits, and sector level policy risks. Analyst Commentary Recent research on Array Technologies highlights a split view.
NVT
US$158.54
nVent Electric
7D
7.0%
1Y
66.9%
Narrative Update • Sep 08

NVT: Data Center Expansion And Acquisition Integration Will Shape Future Returns

Analysts have adjusted their fair value estimate for nVent Electric from $149.66 to $154.07, citing updated assumptions around revenue growth, profit margin, and a lower future P/E that together support a modestly higher price target. What’s in the News for nVent Electric nVent Electric agreed to acquire Maverick Power for US$1.75b in cash, with up to an additional US$550m of contingent consideration tied to performance targets in 2027 and 2028, adding power distribution and infrastructure solutions for data centers.
AME
US$236.27
AMETEK
7D
1.3%
1Y
26.1%
AYI
US$320.80
Acuity
7D
-3.0%
1Y
-2.9%
RUN
US$8.80
Sunrun
7D
-1.8%
1Y
-45.7%
Narrative Update • Sep 04

RUN: Virtual Power Plants And AI Compute Will Drive Future Cash Generation

Sunrun's updated analyst fair value estimate has moved from about $27.86 to $24.40 as analysts trim long term revenue growth assumptions, modestly increase the discount rate, and highlight both reduced cash generation guidance and emerging opportunities in virtual power plants and AI related projects. Analyst Commentary Recent Street research on Sunrun shows a split view.
HUBB
US$454.97
Hubbell
7D
1.1%
1Y
2.9%
ENVX
US$3.16
Enovix
7D
-5.1%
1Y
-65.5%
Narrative Update • Sep 03

ENVX: Defense Demand And Korea Expansion Will Support Future Battery Adoption

Analysts cut their fair value estimate for Enovix from $13.10 to $11.35, as a series of reduced price targets and a higher applied discount rate reflect greater uncertainty after the CEO resignation, even as views on the company’s long term technology potential remain in place for some firms. Analyst Commentary Recent research updates on Enovix show a split view.
ETN
US$415.22
Eaton
7D
6.2%
1Y
14.6%
Narrative Update • Sep 03

ETN: Future Returns Will Lean On AI Data Center Demand

Analysts have raised the Eaton fair value estimate from $464.59 to $475.57, citing higher assumed revenue growth, a slightly stronger profit margin profile, and ongoing support from AI driven data center demand highlighted in recent research. Analyst Commentary Recent research on Eaton focuses heavily on the company’s exposure to AI related data center demand, execution on electrical growth, and the visibility of its project backlog.
EMR
US$150.34
Emerson Electric
7D
0.9%
1Y
12.5%
Narrative Update • Sep 03

EMR: Long Cycle LNG And Power Automation Contracts Will Drive Returns

The analyst price target for Emerson Electric has been raised from $167.07 to $171.81. This reflects updated views that its exposure to LNG and power demand, semiconductor and test and measurement strength, and a growing long cycle project funnel can support slightly higher long term growth, margins, and P/E assumptions, despite ongoing project delay and geopolitical risks.
GNRC
US$186.48
Generac Holdings
7D
3.2%
1Y
0.8%
ENS
US$179.10
EnerSys
7D
-0.5%
1Y
71.1%
POWL
US$180.26
Powell Industries
7D
5.7%
1Y
95.2%
RRX
US$159.61
Regal Rexnord
7D
-0.7%
1Y
12.9%