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U.S. Electrical Components Industry Analysis

UpdatedSep 11, 2026
DataAggregated Company Financials
Companies112
  • 7D-1.1%
  • 3M-8.5%
  • 1Y23.2%
  • YTDn/a

Over the last 7 days, the Electrical Components industry has dropped 1.1%, driven by a pullback from Vertiv Holdings Co of 7.7%. Over the past 12 months, the industry was up 23%. Earnings are forecast to grow by 20% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 11 Sep 2026US$595.9bUS$133.8bUS$12.3b33.9x48.4x4.5x
Sun, 09 Aug 2026US$639.1bUS$132.0bUS$12.2b37.5x52.3x4.8x
Tue, 07 Jul 2026US$628.3bUS$127.5bUS$11.8b43.7x53.1x4.9x
Thu, 04 Jun 2026US$671.9bUS$127.4bUS$11.9b41x56.5x5.3x
Sat, 02 May 2026US$648.0bUS$126.3bUS$11.5b35.4x56.5x5.1x
Mon, 30 Mar 2026US$541.8bUS$124.8bUS$11.2b32.4x48.5x4.3x
Wed, 25 Feb 2026US$569.3bUS$124.5bUS$7.6b35.6x74.6x4.6x
Fri, 23 Jan 2026US$528.5bUS$121.7bUS$6.8b33x77.3x4.3x
Sun, 21 Dec 2025US$480.2bUS$121.2bUS$6.8b31.7x70.7x4x
Tue, 18 Nov 2025US$488.6bUS$121.4bUS$6.9b27.6x70.9x4x
Thu, 16 Oct 2025US$501.2bUS$118.2bUS$6.6b30.5x76.3x4.2x
Sat, 13 Sep 2025US$471.2bUS$118.0bUS$6.6b30.3x71.7x4x
Mon, 11 Aug 2025US$458.8bUS$117.7bUS$6.7b30.6x68.8x3.9x
Wed, 09 Jul 2025US$453.4bUS$115.5bUS$5.9b27.6x76.9x3.9x
Fri, 06 Jun 2025US$410.2bUS$115.3bUS$5.8b26x70.1x3.6x
Sun, 04 May 2025US$365.9bUS$115.4bUS$5.8b21.1x63.1x3.2x
Tue, 01 Apr 2025US$348.7bUS$114.4bUS$5.4b22.8x64.9x3x
Thu, 27 Feb 2025US$386.4bUS$114.4bUS$8.6b25.8x45.1x3.4x
Sat, 25 Jan 2025US$465.4bUS$114.7bUS$8.2b24x56.5x4.1x
Mon, 23 Dec 2024US$427.8bUS$114.6bUS$8.3b22.5x51.6x3.7x
Wed, 20 Nov 2024US$448.3bUS$114.1bUS$8.3b23.3x54.3x3.9x
Fri, 18 Oct 2024US$424.2bUS$115.1bUS$6.8b21.9x62.4x3.7x
Sun, 15 Sep 2024US$382.8bUS$115.1bUS$6.7b19x57.4x3.3x
Tue, 13 Aug 2024US$369.4bUS$115.2bUS$6.6b18.1x56.3x3.2x
Thu, 11 Jul 2024US$409.2bUS$121.4bUS$6.7b19.3x61x3.4x
Sat, 08 Jun 2024US$416.5bUS$124.0bUS$7.0b20x59.5x3.4x
Mon, 06 May 2024US$422.8bUS$124.9bUS$8.5b21x49.5x3.4x
Wed, 03 Apr 2024US$431.5bUS$123.8bUS$8.4b22.6x51.1x3.5x
Fri, 01 Mar 2024US$405.1bUS$124.1bUS$9.0b20.5x45.2x3.3x
Sun, 28 Jan 2024US$365.9bUS$124.6bUS$10.4b19.7x35.1x2.9x
Tue, 26 Dec 2023US$374.6bUS$124.7bUS$10.4b20.8x36.1x3x
Thu, 23 Nov 2023US$338.3bUS$124.4bUS$10.4b18.7x32.5x2.7x
Sat, 21 Oct 2023US$317.6bUS$129.7bUS$13.8b17.3x22.9x2.4x
Mon, 18 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 48.4x 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-2.20%
Industrials-2.31%
Electrical-0.54%
Electrical Components-1.09%
Heavy Electrical Equipment0.36%
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$409.153.0%
+US$4.7b		13.6%PE41.5x
NVT nVent ElectricUS$155.172.0%
+US$498.5m		62.1%PE42.5x
EOSE Eos Energy EnterprisesUS$3.9914.0%
+US$178.4m		-44.7%PS6.8x
FCEL FuelCell EnergyUS$15.596.3%
+US$73.6m		141.3%PS8.1x
ALNT AllientUS$94.184.4%
+US$67.5m		102.7%PE56x

Latest News

ETN
US$409.15
Eaton
7D
3.0%
1Y
13.6%
HUBB
US$452.41
Hubbell
7D
-1.7%
1Y
0.3%
Seeking Alpha • 10h

Hubbell: The Grid's Small Components Can Deliver Large Returns

Summary Hubbell offers exposure to U.S. electric grid expansion, benefiting from broad utility and industrial demand for essential components. Recent acquisitions (DMC Power, NSI Industries) enhance HUBB's cross-selling potential and product reach, though integration risks and organic growth remain key to value creation. Despite strong revenue and EPS growth, margin pressure from inflation, tariffs, and integration costs highlights the need for improved profitability and cash conversion. I assign HUBB a Buy rating with a $559 price target, reflecting a 24x P/E on next year's EPS and a valuation discount to higher-growth peers. Read the full article on Seeking Alpha
RRX
US$156.52
Regal Rexnord
7D
-3.7%
1Y
8.0%
Seeking Alpha • 11h

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
NXT
US$81.35
Nextpower
7D
-2.6%
1Y
20.5%
VRT
US$248.13
Vertiv Holdings Co
7D
-7.7%
1Y
82.8%
FCEL
US$15.59
FuelCell Energy
7D
6.3%
1Y
141.3%
Narrative Update • Sep 09

FCEL: Data Center Backlog And Fit Energy Deal Will Drive Repricing

Analysts now place FuelCell Energy's fair value at $20.50, down from $22. This reflects updated assumptions around higher discount rates, stronger projected revenue growth tied to data center and Fit Energy opportunities, modestly improved margin expectations, and a lower future P/E multiple.
EOSE
US$3.99
Eos Energy Enterprises
7D
14.0%
1Y
-44.7%
NVT
US$155.17
nVent Electric
7D
2.0%
1Y
62.1%
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.
AYI
US$316.25
Acuity
7D
-3.7%
1Y
-6.8%
ALNT
US$94.18
Allient
7D
4.4%
1Y
102.7%
Narrative Update • Sep 04

ALNT: Automation And Power Exposure Will Support Future Sentiment Reset

Analysts have lifted the Allient fair value estimate from $73.80 to $118.00, citing updated assumptions around revenue growth, profit margins, and future P/E. These assumptions align with the recent price target increase to $95 in the smid cap industrial space with exposure to automation and power.
HYLN
US$3.82
Hyliion Holdings
7D
4.4%
1Y
134.4%
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.
EMR
US$148.37
Emerson Electric
7D
-1.2%
1Y
7.9%
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$181.67
Generac Holdings
7D
-0.7%
1Y
-3.3%
ROK
US$421.37
Rockwell Automation
7D
-1.6%
1Y
20.2%
POWL
US$176.89
Powell Industries
7D
1.0%
1Y
81.5%
PLPC
US$404.04
Preformed Line Products
7D
2.9%
1Y
103.4%
Seeking Alpha • Aug 20

Preformed Line Products: The Grid Buildout's Underfollowed Hardware Winner

Summary Preformed Line Products is well-positioned to benefit from $1.4 trillion in utility capex focused on grid transmission and distribution. PLPC's competitive advantages include high switching costs, domestic production, engineering expertise, and rapid emergency response, supporting margin durability and market share. Q2 results showed 25% sales growth, 34.3% gross margin, and 75% EPS growth, shifting the valuation narrative from cyclical recovery to sustained higher margins. I recommend PLPC for its exposure to grid/fiber buildout, stable gross margins, and reasonable valuation, with future upside tied to earnings growth and cash conversion. Read the full article on Seeking Alpha