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U.S. Electrical Components Industry Analysis

UpdatedSep 20, 2026
DataAggregated Company Financials
Companies111
  • 7D-1.3%
  • 3M-15.1%
  • 1Y23.1%
  • YTDn/a

Over the last 7 days, the Electrical Components industry has dropped 1.3%, driven by Vertiv Holdings Co declining 3.0%. On the other hand Generac Holdings is actually up 11%. This takes the industry's 12 month performance to a gain of 23%. As for the next few years, earnings are expected to grow by 20% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 20 Sep 2026US$594.0bUS$133.8bUS$12.3b34.8x48.3x4.4x
Tue, 18 Aug 2026US$656.4bUS$133.7bUS$12.3b39.1x53.3x4.9x
Thu, 16 Jul 2026US$627.8bUS$127.5bUS$11.8b40.2x53.1x4.9x
Sat, 13 Jun 2026US$631.3bUS$127.4bUS$11.9b38.1x53.3x5x
Mon, 11 May 2026US$652.7bUS$127.8bUS$12.1b37.9x54.1x5.1x
Wed, 08 Apr 2026US$553.3bUS$125.3bUS$11.0b32.8x50.2x4.4x
Fri, 06 Mar 2026US$563.0bUS$124.7bUS$11.3b33.1x49.8x4.5x
Sun, 01 Feb 2026US$538.3bUS$121.7bUS$6.8b34.8x78.8x4.4x
Tue, 30 Dec 2025US$488.3bUS$121.3bUS$6.8b31.8x71.9x4x
Thu, 27 Nov 2025US$485.6bUS$121.2bUS$6.8b31.5x71.9x4x
Sat, 25 Oct 2025US$507.7bUS$119.1bUS$6.8b30.7x74.3x4.3x
Mon, 22 Sep 2025US$479.1bUS$118.0bUS$6.6b29.9x72.9x4.1x
Wed, 20 Aug 2025US$459.8bUS$117.8bUS$6.6b31.1x69.3x3.9x
Fri, 18 Jul 2025US$455.6bUS$115.5bUS$5.9b28.5x77.3x3.9x
Sun, 15 Jun 2025US$412.0bUS$115.3bUS$5.9b25.5x69.6x3.6x
Tue, 13 May 2025US$381.3bUS$115.0bUS$5.8b21.8x65.7x3.3x
Thu, 10 Apr 2025US$307.4bUS$114.5bUS$5.4b21x57.3x2.7x
Sat, 08 Mar 2025US$366.3bUS$114.4bUS$5.2b24.5x70.1x3.2x
Mon, 03 Feb 2025US$425.8bUS$114.9bUS$8.3b24.2x51x3.7x
Wed, 01 Jan 2025US$423.5bUS$114.6bUS$8.3b22.9x50.9x3.7x
Fri, 29 Nov 2024US$461.9bUS$114.6bUS$8.2b24.5x56.1x4x
Sun, 27 Oct 2024US$419.7bUS$115.4bUS$6.9b21.1x61x3.6x
Tue, 24 Sep 2024US$402.3bUS$115.1bUS$6.7b20.3x60.2x3.5x
Thu, 22 Aug 2024US$377.0bUS$115.2bUS$6.6b19x57.4x3.3x
Sat, 20 Jul 2024US$413.6bUS$121.4bUS$6.7b21.3x61.6x3.4x
Mon, 17 Jun 2024US$417.7bUS$124.0bUS$7.0b19.9x59.5x3.4x
Wed, 15 May 2024US$434.3bUS$125.0bUS$8.5b21.2x51x3.5x
Fri, 12 Apr 2024US$430.4bUS$123.9bUS$8.4b21.8x51x3.5x
Sun, 10 Mar 2024US$414.2bUS$124.0bUS$8.5b22.2x48.9x3.3x
Tue, 06 Feb 2024US$375.6bUS$125.6bUS$10.7b19.3x35x3x
Thu, 04 Jan 2024US$363.0bUS$124.6bUS$10.4b19.7x35x2.9x
Sat, 02 Dec 2023US$340.5bUS$124.6bUS$10.4b19.1x32.6x2.7x
Mon, 30 Oct 2023US$311.1bUS$130.1bUS$13.8b16.6x22.5x2.4x
Wed, 27 Sep 2023US$345.0bUS$129.9bUS$13.9b21x24.8x2.7x
Price to Earnings Ratio

24.8x


Total Market Cap: US$345.0bTotal Earnings: US$13.9bTotal Revenue: US$129.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Components Industry Price to Earnings3Y Average 56.8x202420252026
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 47.2x which is lower than its 3-year average PE of 56.8x.
  • The 3-year average PS ratio of 3.8x is lower than the industry's current PS ratio of 4.3x.
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-0.16%
Industrials-1.56%
Electrical-1.35%
Electrical Components-1.31%
Heavy Electrical Equipment-1.42%
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
GNRC Generac HoldingsUS$207.4410.9%
+US$1.2b		13.8%PE47.5x
VICR VicorUS$222.7212.5%
+US$1.1b		321.2%PE70.7x
FCEL FuelCell EnergyUS$18.1114.0%
+US$177.5m		116.6%PS9.4x
FAC Factorial EnergyUS$6.2517.7%
+US$100.6m		-37.7%PB7.9x
HYLN Hyliion HoldingsUS$4.207.7%
+US$53.6m		112.1%PS81.1x

Latest News

HUBB
US$446.92
Hubbell
7D
-2.9%
1Y
1.2%
GNRC
US$207.44
Generac Holdings
7D
10.9%
1Y
13.8%
Narrative Update • Sep 17

GNRC: Amazon Data Center Agreement Will Anchor The Next Upswing

Analysts have nudged the Generac Holdings fair value estimate higher to $292.38 from $283.88. This reflects updated views on the Amazon data center agreement, revised data center revenue assumptions, and a shift to a lower future P/E multiple alongside modestly higher revenue growth and margin expectations.
VICR
US$222.72
Vicor
7D
12.5%
1Y
321.2%
VRT
US$249.39
Vertiv Holdings Co
7D
-3.0%
1Y
73.7%
Narrative Update • Sep 17

VRT: Utility Innovation Deal Will Expand AI Data Center Power Upside

Analysts have trimmed their price target for Vertiv Holdings Co from about $376.80 to roughly $338.15, citing updated assumptions on discount rates, revenue growth, profit margins, and future P/E levels. What’s in the News for Vertiv Holdings Co Vertiv agreed to acquire Utility Innovation Holdings, Inc.
NVT
US$157.88
nVent Electric
7D
-2.8%
1Y
59.5%
EMR
US$149.92
Emerson Electric
7D
-1.5%
1Y
13.3%
Narrative Update • Sep 17

EMR: Strait Of Hormuz Constraints Will Likely Temper LNG And Power Upside

Emerson Electric's updated fair value estimate has moved from $129.42 to $132.39 as analysts factor in higher long term revenue growth assumptions, continued exposure to LNG and power demand, and recent price target increases across the Street, despite ongoing project and geopolitical risks. Analyst Commentary Recent research on Emerson Electric shows a mix of optimism on long term growth drivers and caution on execution risks, backlog timing, and macro sensitivity.
AYI
US$302.96
Acuity
7D
-5.0%
1Y
-10.0%
Seeking Alpha • Sep 17

Acuity: The Intelligent Spaces Mix Makes The Pullback Worth Buying

Summary Acuity Brands offers a compelling bull case as Intelligent Spaces' growth and margin expansion offset lighting cyclicality. AYI’s Intelligent Spaces segment grew 14.9% YoY with a 25.1% margin, driving higher profit per dollar than lighting. Valuation at 14x estimated future earnings provides 22% upside to $365, with a conservative 17x multiple justified by cyclicality and integration risks. Q4 results and order composition, especially in lighting and Intelligent Spaces, will be critical for confirming sustainable growth and profitability. Read the full article on Seeking Alpha
FCEL
US$18.11
FuelCell Energy
7D
14.0%
1Y
116.6%
ROK
US$415.62
Rockwell Automation
7D
-3.0%
1Y
19.5%
POWL
US$183.96
Powell Industries
7D
0.8%
1Y
85.6%
Seeking Alpha • Sep 12

Powell Industries: The Next Phase Is Turning Power Orders Into Earnings

Summary Powell Industries is positioned to capitalize on a $2.4B backlog, driven by complex, customized electrical equipment orders. POWL's investment case hinges on successful capacity expansion translating to higher revenues without eroding recently elevated profit margins. Fiscal 2027–2028 forecasts target $1.5–$1.8B revenue and $6.70–$8.30 EPS, supporting a Buy rating with a prospective $232/share value. Execution risks include project delays, margin compression below 27%, and backlog conversion slippage, all of which must be closely monitored. Read the full article on Seeking Alpha
RRX
US$148.05
Regal Rexnord
7D
-8.8%
1Y
3.2%
Seeking Alpha • Sep 11

Regal Rexnord: Guidance Was Effectively Cut, But 2027 Looks Much Better

Summary Regal Rexnord is rated Buy, with shares offering 33% upside based on a 16x 2027 EPS multiple. RRX’s Q2 headline growth was flattered by tariff refunds; underlying earnings and margins were weaker, and 2026 guidance was effectively cut. Order momentum is robust, with daily orders up 8.8% and a strengthening 2027 backlog, especially in AMC and data center exposure. Leverage remains elevated at 3.1x EBITDA, but liquidity is solid and debt reduction is prioritized to support future valuation rerating. Read the full article on Seeking Alpha
AME
US$237.64
AMETEK
7D
-1.7%
1Y
26.5%
HYLN
US$4.20
Hyliion Holdings
7D
7.7%
1Y
112.1%
Narrative Update • Sep 03

HYLN: Power Module Commercialization Progress Expected To Support Higher Future Earnings

Analysts have raised their price target for Hyliion Holdings to $10, citing better than expected Q2 results, progress on the KARNO power module, and plans to step up capital investment to move closer to production scale manufacturing. Analyst Commentary Recent research on Hyliion Holdings highlights a mix of optimism around the KARNO power module and commercialization path, along with caution around execution risk as the company ramps capital spending.
EAF
US$8.22
GrafTech International
7D
24.9%
1Y
-38.9%
Seeking Alpha • Sep 02

GrafTech: A Call Option With A Catalyst

Summary GrafTech International is a deep-value turnaround play, currently trading at distressed levels despite robust underlying asset value and strategic insider accumulation. EAF’s aggressive cost reductions, Monterrey facility closure, and $253M liquidity with no debt maturities until 2029 position it for cyclical recovery upside. Major competitors Graphite India and HEG have acquired nearly 20% combined in EAF, signaling confidence in EAF’s undervalued assets and potential for industry consolidation. I rate EAF a Buy, viewing it as a call option on industry recovery, with structural trade protections and secular EAF steelmaking growth as catalysts. Read the full article on Seeking Alpha
SHLS
US$7.60
Shoals Technologies Group
7D
4.1%
1Y
4.3%
FAC
US$6.25
Factorial Energy
7D
17.7%
1Y
-37.7%
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