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

U.S. Electrical Components Industry Analysis

UpdatedJan 02, 2026
DataAggregated Company Financials
Companies110
  • 7D-2.4%
  • 3M-2.1%
  • 1Y10.6%
  • YTDn/a

In the last week, the Electrical Components industry is down 2.5% with Emerson Electric down the most at 2.6%. This takes the industry's 12 month performance to a gain of 14%. Looking forward, earnings are forecast to grow by 17% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 02 Jan 2026US$479.8bUS$121.3bUS$6.8b31.5x70.5x4x
Sun, 30 Nov 2025US$498.0bUS$121.2bUS$6.8b31.9x73.7x4.1x
Tue, 28 Oct 2025US$515.4bUS$119.1bUS$6.8b30.5x75.4x4.3x
Thu, 25 Sep 2025US$474.1bUS$118.0bUS$6.6b29.1x72.2x4x
Sat, 23 Aug 2025US$449.2bUS$117.9bUS$6.6b31.5x67.9x3.8x
Mon, 21 Jul 2025US$468.3bUS$115.5bUS$5.9b28.1x79.4x4.1x
Wed, 18 Jun 2025US$424.5bUS$115.3bUS$5.9b27.4x71.8x3.7x
Fri, 16 May 2025US$412.3bUS$115.2bUS$5.8b21.9x70.9x3.6x
Sun, 13 Apr 2025US$332.6bUS$114.5bUS$5.4b20.2x62x2.9x
Tue, 11 Mar 2025US$373.4bUS$114.4bUS$5.2b23.3x71.4x3.3x
Thu, 06 Feb 2025US$411.6bUS$114.8bUS$8.7b23.2x47.1x3.6x
Sat, 04 Jan 2025US$422.8bUS$114.6bUS$8.3b23.3x50.8x3.7x
Mon, 02 Dec 2024US$464.1bUS$114.6bUS$8.2b24.6x56.4x4x
Wed, 30 Oct 2024US$423.4bUS$115.5bUS$6.9b21.5x61.4x3.7x
Fri, 27 Sep 2024US$402.2bUS$115.1bUS$6.7b20.1x60.2x3.5x
Sun, 25 Aug 2024US$385.3bUS$115.2bUS$6.6b19.4x58.7x3.3x
Tue, 23 Jul 2024US$413.6bUS$121.4bUS$6.7b21.5x61.7x3.4x
Thu, 20 Jun 2024US$425.4bUS$124.0bUS$7.0b19.7x60.6x3.4x
Sat, 18 May 2024US$433.3bUS$125.2bUS$8.7b19.6x50x3.5x
Mon, 15 Apr 2024US$427.7bUS$123.9bUS$8.5b21.4x50.5x3.5x
Wed, 13 Mar 2024US$409.9bUS$124.0bUS$8.5b21.2x48.4x3.3x
Fri, 09 Feb 2024US$389.7bUS$126.7bUS$10.4b19.5x37.3x3.1x
Sun, 07 Jan 2024US$361.7bUS$124.6bUS$10.4b19.7x34.9x2.9x
Tue, 05 Dec 2023US$348.8bUS$124.6bUS$10.4b19.2x33.4x2.8x
Thu, 02 Nov 2023US$320.9bUS$130.7bUS$14.0b17x23x2.5x
Sat, 30 Sep 2023US$350.2bUS$129.9bUS$13.9b20.2x25.2x2.7x
Mon, 28 Aug 2023US$363.8bUS$129.8bUS$14.0b20.5x26.1x2.8x
Wed, 26 Jul 2023US$347.9bUS$116.9bUS$10.1b26x34.6x3x
Fri, 23 Jun 2023US$329.2bUS$116.8bUS$9.8b25.6x33.6x2.8x
Sun, 21 May 2023US$295.9bUS$116.7bUS$9.9b22.7x29.9x2.5x
Tue, 18 Apr 2023US$292.4bUS$114.1bUS$10.0b19.4x29.3x2.6x
Thu, 16 Mar 2023US$286.1bUS$113.8bUS$9.9b19.5x29x2.5x
Sat, 11 Feb 2023US$303.5bUS$111.0bUS$9.2b22x33.1x2.7x
Mon, 09 Jan 2023US$291.0bUS$109.4bUS$9.3b21.2x31.3x2.7x
Price to Earnings Ratio

31.3x


Total Market Cap: US$291.0bTotal Earnings: US$9.3bTotal Revenue: US$109.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Components Industry Price to Earnings3Y Average 50.3x202420252026
Current Industry PE
  • Investors are optimistic on the American Electrical Components and Equipment industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 71.3x which is higher than its 3-year average PE of 50.3x.
  • The 3-year average PS ratio of 3.3x is lower than the industry's current PS ratio of 4.0x.
Past Earnings Growth
  • The earnings for companies in the Electrical Components and Equipment industry have declined 9.9% per year over the last three years.
  • Meanwhile revenues for these companies have grown 3.5% per year.
  • This means that although more sales are being generated, 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-1.43%
Industrials-1.81%
Electrical-2.26%
Electrical Components-2.39%
Heavy Electrical Equipment-1.95%
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
ADSE ADS-TEC EnergyUS$12.681.4%
+US$10.2m		-16.9%PS14.3x
STI Solidion TechnologyUS$7.0912.4%
+US$5.8m		-81.6%PS3964.7x
ESP Espey Mfg. & ElectronicsUS$47.133.9%
+US$5.2m		63.0%PE15.9x
ZEO Zeo EnergyUS$1.0916.7%
+US$5.2m		-68.2%PS0.5x
ZOOZ ZOOZ StrategyUS$0.445.0%
+US$3.4m		-81.9%PS95.2x

Latest News

ESP
US$47.13
Espey Mfg. & Electronics
7D
3.9%
1Y
63.0%
ADSE
US$12.68
ADS-TEC Energy
7D
1.4%
1Y
-16.9%
ETN
US$318.51
Eaton
7D
-1.1%
1Y
-7.0%

ETN: Future Returns Will Be Driven By Data Center And Thermal Demand

Analysts have nudged their price target for Eaton modestly higher to about $432 per share from roughly $425, reflecting confidence in robust data center demand and anticipated synergies from the $9.5B Boyd Thermal acquisition, despite only a slight tweak to long term growth and margin assumptions. Analyst Commentary With the modestly higher price target, bullish analysts are emphasizing that Eaton's recent results and strategic moves justify a richer valuation multiple, particularly given the structural tailwinds in data center and thermal management demand.
NEOV
US$3.04
NeoVolta
7D
2.4%
1Y
-46.5%

With A 25% Price Drop For NeoVolta Inc. (NASDAQ:NEOV) You'll Still Get What You Pay For

Dec 27
With A 25% Price Drop For NeoVolta Inc. (NASDAQ:NEOV) You'll Still Get What You Pay For
ROK
US$389.07
Rockwell Automation
7D
-2.7%
1Y
37.6%

ROK: Expansion Plans And Cybersecurity Investments Will Shape Balanced Outlook Through 2026

Analysts have modestly raised their price target for Rockwell Automation to approximately 400 dollars from about 389 dollars, citing slightly lower discount rate assumptions, a marginally higher future price-to-earnings multiple, and largely unchanged expectations for long-term revenue growth and profit margins. What's in the News Announced a strategic collaboration with alfanar to create a dedicated manufacturing zone in Riyadh focused on assembling advanced automation panels for key Saudi infrastructure projects, initially targeting the Saudi Water Authority (Client Announcements) Unveiled plans for a new greenfield manufacturing campus in Southeastern Wisconsin, potentially its largest global site, as part of a broader 2 billion dollar investment in plants, digital infrastructure, and talent (Business Expansions) Launched the SecureOT solution suite to provide end to end industrial cybersecurity for aging and complex OT environments, including a dedicated OT Security Operations Center and alignment with global frameworks such as NIST CSF and IEC 62443 (Product Related Announcements) Issued fiscal 2026 guidance, projecting reported sales growth of 3% to 7% and diluted EPS between 10.40 and 11.40 dollars (Corporate Guidance New/Confirmed) Recorded a 224 million dollar goodwill and intangible asset impairment in the fourth quarter ended September 30, 2025 (Impairments/Write Offs) Valuation Changes Fair Value Estimate has risen slightly to about 400 dollars from roughly 389 dollars, reflecting modestly more constructive valuation assumptions.
EMR
US$132.72
Emerson Electric
7D
-2.2%
1Y
7.5%

EMR: Long-Term Margin Expansion Will Support Bullish Upside From Current Levels

Analysts modestly reduced their price target on Emerson Electric to $150 from $151. The change reflects updated models that incorporate slightly lower long term revenue growth assumptions, a higher discount rate, and a modestly higher future earnings multiple.
ZOOZ
US$0.44
ZOOZ Strategy
7D
5.0%
1Y
-81.9%
VRT
US$162.01
Vertiv Holdings Co
7D
-3.3%
1Y
28.9%

VRT: Expanded Partnerships And Dividend Increase Will Support Continued Upside Potential

Analysts have raised their price target on Vertiv Holdings Co. from 165.00 to 230.00 per share, citing expectations for stronger revenue growth, modestly higher profit margins, and a slightly lower future price to earnings multiple despite a higher assumed discount rate. What's in the News Vertiv raised full year 2025 earnings guidance, now targeting net sales of $10.16 billion to $10.24 billion and organic net sales growth of 26% to 28%, with expected GAAP diluted EPS of $3.41 (company guidance).
RUN
US$18.40
Sunrun
7D
-10.1%
1Y
71.8%
AME
US$205.31
AMETEK
7D
-1.5%
1Y
14.3%

AME: Organic Momentum And Tariff Management Will Shape Returns Ahead

Analysts have nudged their average price target on AMETEK modestly higher to approximately $220 per share, citing improving organic sales trends, a healthy order backdrop, and confidence that tariff-driven margin pressures in related industrial markets will prove manageable over the medium term. Analyst Commentary Recent Street research points to a constructive stance on AMETEK, with incremental price target hikes underscoring confidence in the company’s execution and medium term growth algorithm despite a more volatile macro and tariff backdrop.
WATT
US$3.99
Energous
7D
6.3%
1Y
-83.1%
HUBB
US$444.11
Hubbell
7D
-2.4%
1Y
3.1%

HUBB Margins And Dividend Policy Will Support Stronger Future Earnings Power

Analysts have modestly raised their price target on Hubbell, increasing their fair value estimate by about $61 to roughly $568 per share. They cite improving growth and margin expectations, while also noting that the stock's valuation appears close to full given its recent modest organic growth trends.
SMXT
US$0.82
SolarMax Technology
7D
2.7%
1Y
-55.6%

There Is A Reason SolarMax Technology, Inc.'s (NASDAQ:SMXT) Price Is Undemanding

Dec 17
There Is A Reason SolarMax Technology, Inc.'s (NASDAQ:SMXT) Price Is Undemanding
NXT
US$87.11
Nextpower
7D
-4.5%
1Y
119.8%

NXT: Raised 2026 Guidance And Expanded Manufacturing Footprint Will Drive Upside

Analysts have modestly raised their price target on Nextpower to approximately $102.54 from $101.42, citing slightly stronger expectations for revenue growth and valuation multiples that more than offset a minor compression in projected profit margins and a marginally higher discount rate. What's in the News Rebranded from Nextracker Inc.
ZEO
US$1.09
Zeo Energy
7D
16.7%
1Y
-68.2%
STI
US$7.09
Solidion Technology
7D
12.4%
1Y
-81.6%