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

U.S. Electrical Components Industry Analysis

UpdatedJul 21, 2026
DataAggregated Company Financials
Companies108
  • 7D-1.3%
  • 3M-2.5%
  • 1Y31.6%
  • YTDn/a

Over the last 7 days, the Electrical Components industry has dropped 1.3%, driven by a pullback from Vertiv Holdings Co of 4.6%. In the past year, the industry has gained 32%. 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
Tue, 21 Jul 2026US$613.2bUS$127.5bUS$11.9b38.5x51.7x4.8x
Thu, 18 Jun 2026US$648.5bUS$127.4bUS$11.8b39.9x55.1x5.1x
Sat, 16 May 2026US$673.5bUS$127.9bUS$12.0b37.7x56.3x5.3x
Mon, 13 Apr 2026US$609.1bUS$125.3bUS$11.0b35.1x55.2x4.9x
Wed, 11 Mar 2026US$559.0bUS$124.8bUS$11.3b34.2x49.5x4.5x
Fri, 06 Feb 2026US$559.5bUS$124.3bUS$7.2b34.8x78x4.5x
Sun, 04 Jan 2026US$499.2bUS$121.3bUS$6.8b32.4x73.4x4.1x
Tue, 02 Dec 2025US$498.0bUS$121.2bUS$6.8b31.5x73.7x4.1x
Thu, 30 Oct 2025US$515.9bUS$119.1bUS$6.7b29.4x76.7x4.3x
Sat, 27 Sep 2025US$468.6bUS$118.0bUS$6.6b29.3x71.3x4x
Mon, 25 Aug 2025US$459.1bUS$117.9bUS$6.6b31.5x69.4x3.9x
Wed, 23 Jul 2025US$462.9bUS$115.5bUS$5.9b28.7x78.5x4x
Fri, 20 Jun 2025US$422.6bUS$115.3bUS$5.9b27.8x71.5x3.7x
Sun, 18 May 2025US$410.9bUS$115.3bUS$5.8b22.1x70.8x3.6x
Tue, 15 Apr 2025US$332.5bUS$114.5bUS$5.4b20.8x62x2.9x
Thu, 13 Mar 2025US$361.9bUS$114.4bUS$5.2b23.1x69.4x3.2x
Sat, 08 Feb 2025US$414.9bUS$114.2bUS$8.5b26.8x49.1x3.6x
Mon, 06 Jan 2025US$433.8bUS$114.6bUS$8.2b23.3x52.6x3.8x
Wed, 04 Dec 2024US$464.6bUS$114.6bUS$8.2b24.6x56.5x4.1x
Fri, 01 Nov 2024US$416.5bUS$116.2bUS$7.1b21.5x58.4x3.6x
Sun, 29 Sep 2024US$408.7bUS$115.1bUS$6.7b20.4x61.1x3.6x
Tue, 27 Aug 2024US$386.5bUS$115.2bUS$6.6b19.1x58.9x3.4x
Thu, 25 Jul 2024US$424.1bUS$121.4bUS$6.7b20.5x63.4x3.5x
Sat, 22 Jun 2024US$418.8bUS$124.0bUS$7.0b19.1x59.6x3.4x
Mon, 20 May 2024US$432.2bUS$125.2bUS$8.6b19.6x50.2x3.5x
Wed, 17 Apr 2024US$423.0bUS$123.9bUS$8.5b21.1x49.7x3.4x
Fri, 15 Mar 2024US$416.6bUS$124.0bUS$8.5b21.1x49.1x3.4x
Sun, 11 Feb 2024US$398.5bUS$126.7bUS$10.4b19.8x38.2x3.1x
Tue, 09 Jan 2024US$361.7bUS$124.6bUS$10.4b20x34.9x2.9x
Thu, 07 Dec 2023US$340.7bUS$124.7bUS$10.5b19x32.6x2.7x
Sat, 04 Nov 2023US$328.6bUS$131.4bUS$12.3b17.6x26.8x2.5x
Mon, 02 Oct 2023US$348.5bUS$129.8bUS$13.9b20.2x25.1x2.7x
Wed, 30 Aug 2023US$372.8bUS$129.8bUS$14.0b21.1x26.7x2.9x
Fri, 28 Jul 2023US$346.8bUS$116.7bUS$10.0b25.8x34.8x3x
Price to Earnings Ratio

34.8x


Total Market Cap: US$346.8bTotal Earnings: US$10.0bTotal Revenue: US$116.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Components Industry Price to Earnings3Y Average 55.5x202420252026
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 51.7x which is lower than its 3-year average PE of 55.5x.
  • 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 3.0% 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-1.36%
Industrials-1.36%
Electrical-1.11%
Electrical Components-1.26%
Heavy Electrical Equipment-0.88%
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
AME AMETEKUS$235.211.3%
+US$712.8m		32.1%PE35.3x
EMR Emerson ElectricUS$136.580.9%
+US$672.1m		-4.4%PE31.4x
HUBB HubbellUS$484.981.7%
+US$420.1m		14.9%PE28.3x
POWL Powell IndustriesUS$228.281.2%
+US$95.5m		210.0%PE44.5x
NXT NextpowerUS$100.230.6%
+US$84.9m		62.9%PE25.9x

Latest News

ROK
US$458.71
Rockwell Automation
7D
-0.4%
1Y
30.8%
POWL
US$228.28
Powell Industries
7D
1.2%
1Y
210.0%
FCEL
US$19.84
FuelCell Energy
7D
4.0%
1Y
270.1%
VRT
US$291.67
Vertiv Holdings Co
7D
-4.6%
1Y
131.1%
ENS
US$192.28
EnerSys
7D
-4.4%
1Y
117.0%
Seeking Alpha • Jul 20

EnerSys: Not The Great Investment Market Sentiment Makes It Out To Be

Summary EnerSys is rated Hold due to falling average selling prices and margin pressure despite rising industry demand. ENS's revenue growth is modest, with 3.7% YoY increase offset by a 5.2% rise in COGS, eroding profitability. Current earnings are heavily reliant on IRC 45X credits, which will phase out by 2031, posing a significant future risk. ENS maintains strong cash flows and manageable debt, but competitive pressures and subsidy reliance cap upside potential. Read the full article on Seeking Alpha
ETN
US$401.41
Eaton
7D
-0.4%
1Y
7.4%
VICR
US$230.99
Vicor
7D
-8.4%
1Y
383.2%
NVT
US$154.78
nVent Electric
7D
-2.1%
1Y
106.5%
GNRC
US$213.25
Generac Holdings
7D
-6.0%
1Y
41.9%
AME
US$235.21
AMETEK
7D
1.3%
1Y
32.1%
EMR
US$136.58
Emerson Electric
7D
0.9%
1Y
-4.4%
ATKR
US$73.40
Atkore
7D
2.4%
1Y
0.6%
AYI
US$326.83
Acuity
7D
0.5%
1Y
12.5%
Narrative Update • Jul 16

AYI: AIS And Data Center Execution Will Drive Future Upside

Acuity's updated analyst price target of about $398, up from roughly $353, reflects analysts incorporating recent earnings updates, stronger margin expectations, slightly higher modeled revenue growth, and modestly higher future P/E assumptions following a series of price target increases from major research firms. Analyst Commentary Street research on Acuity points to a mix of optimism around execution and margins, balanced by caution on growth visibility and the recent share move.
RUN
US$11.44
Sunrun
7D
-7.8%
1Y
9.4%
HUBB
US$484.98
Hubbell
7D
1.7%
1Y
14.9%
NXT
US$100.23
Nextpower
7D
0.6%
1Y
62.9%