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U.S. Electrical Components Industry Analysis

UpdatedMar 05, 2026
DataAggregated Company Financials
Companies108
  • 7D-4.3%
  • 3M11.6%
  • 1Y50.2%
  • YTDn/a

Over the last 7 days, the Electrical Components industry has dropped 4.3%, driven by Eaton declining 5.1%. On the other hand Plug Power is actually up 30%. Over the past 12 months, the industry was up 50%. As for the next few years, earnings are expected to grow by 16% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 05 Mar 2026US$561.8bUS$125.1bUS$11.1b33.4x50.8x4.5x
Sat, 31 Jan 2026US$550.4bUS$121.7bUS$6.8b34.8x80.5x4.5x
Mon, 29 Dec 2025US$491.2bUS$121.3bUS$6.8b31.9x72.3x4.1x
Wed, 26 Nov 2025US$478.9bUS$121.4bUS$6.8b31.5x70.6x3.9x
Fri, 24 Oct 2025US$491.8bUS$119.0bUS$6.8b30.8x72.2x4.1x
Sun, 21 Sep 2025US$479.1bUS$118.0bUS$6.6b29.9x72.9x4.1x
Tue, 19 Aug 2025US$455.0bUS$117.8bUS$6.7b32.3x68.3x3.9x
Thu, 17 Jul 2025US$454.8bUS$115.5bUS$5.9b27.5x77.1x3.9x
Sat, 14 Jun 2025US$419.8bUS$115.3bUS$5.9b25.5x71x3.6x
Mon, 12 May 2025US$381.0bUS$115.0bUS$5.8b21.1x65.8x3.3x
Wed, 09 Apr 2025US$312.9bUS$114.5bUS$5.4b18.9x58.3x2.7x
Fri, 07 Mar 2025US$373.2bUS$114.4bUS$5.2b23.9x71.4x3.3x
Sun, 02 Feb 2025US$425.8bUS$114.9bUS$8.3b24.2x51x3.7x
Tue, 31 Dec 2024US$426.9bUS$114.6bUS$8.3b22.8x51.3x3.7x
Thu, 28 Nov 2024US$467.5bUS$114.6bUS$8.2b24.5x56.8x4.1x
Sat, 26 Oct 2024US$419.1bUS$115.4bUS$6.9b21.1x60.9x3.6x
Mon, 23 Sep 2024US$402.3bUS$115.1bUS$6.7b20.3x60.2x3.5x
Wed, 21 Aug 2024US$380.3bUS$115.2bUS$6.6b18.8x57.9x3.3x
Fri, 19 Jul 2024US$419.4bUS$121.4bUS$6.7b21.3x62.5x3.5x
Sun, 16 Jun 2024US$417.7bUS$124.0bUS$7.0b19.9x59.5x3.4x
Tue, 14 May 2024US$434.2bUS$125.0bUS$8.5b21.1x51x3.5x
Thu, 11 Apr 2024US$432.5bUS$123.9bUS$8.4b21.7x51.2x3.5x
Sat, 09 Mar 2024US$414.2bUS$124.0bUS$8.5b22.2x48.9x3.3x
Mon, 05 Feb 2024US$378.9bUS$125.6bUS$10.6b19.3x35.9x3x
Wed, 03 Jan 2024US$370.7bUS$124.6bUS$10.4b20.5x35.7x3x
Fri, 01 Dec 2023US$337.0bUS$124.6bUS$10.4b18.8x32.3x2.7x
Sun, 29 Oct 2023US$311.3bUS$130.1bUS$13.8b16.6x22.5x2.4x
Tue, 26 Sep 2023US$352.0bUS$129.9bUS$13.9b21.3x25.3x2.7x
Thu, 24 Aug 2023US$361.1bUS$129.8bUS$14.0b21.1x25.9x2.8x
Sat, 22 Jul 2023US$349.7bUS$116.8bUS$10.0b26.7x35.1x3x
Mon, 19 Jun 2023US$327.3bUS$116.8bUS$9.8b24.7x33.4x2.8x
Wed, 17 May 2023US$288.4bUS$116.6bUS$9.9b20.1x29.1x2.5x
Fri, 14 Apr 2023US$289.7bUS$114.1bUS$10.0b18.6x29x2.5x
Sun, 12 Mar 2023US$298.6bUS$113.8bUS$9.9b20.2x30.3x2.6x
Price to Earnings Ratio

30.3x


Total Market Cap: US$298.6bTotal Earnings: US$9.9bTotal Revenue: US$113.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Components Industry Price to Earnings3Y Average 52.7x202420252026
Current Industry PE
  • Investors are relatively neutral on the American Electrical Components and Equipment industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 52.7x.
  • The 3-year average PS ratio of 3.4x 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 grown 3.9% per year over the last three years.
  • Revenues for these companies have grown 3.2% 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-1.22%
Industrials-0.28%
Electrical-4.28%
Electrical Components-4.26%
Heavy Electrical Equipment-4.33%
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
PLUG Plug PowerUS$2.4829.8%
+US$834.9m		46.7%PS4.9x
AME AMETEKUS$234.750.7%
+US$396.1m		26.9%PE36.3x
VICR VicorUS$203.193.1%
+US$269.0m		233.2%PE76.5x
AMPX Amprius TechnologiesUS$12.5513.5%
+US$194.4m		506.3%PS28x
LYTS LSI IndustriesUS$20.77-7.6%
US$44.5m		19.9%PE28x

Latest News

RUN
US$12.17
Sunrun
7D
-37.7%
1Y
76.4%
EOSE
US$6.75
Eos Energy Enterprises
7D
-39.4%
1Y
35.8%
HYLN
US$2.03
Hyliion Holdings
7D
5.7%
1Y
33.6%
AMPX
US$12.55
Amprius Technologies
7D
13.5%
1Y
506.3%
PLUG
US$2.48
Plug Power
7D
29.8%
1Y
46.7%
NXT
US$103.88
Nextpower
7D
-10.8%
1Y
142.7%
VRT
US$251.28
Vertiv Holdings Co
7D
-4.2%
1Y
185.9%
TURB
US$1.68
Turbo Energy
7D
127.3%
1Y
-30.3%
ETN
US$354.46
Eaton
7D
-5.1%
1Y
23.2%
SES
US$1.71
SES AI
7D
3.6%
1Y
198.7%

SES: Korea Drone Battery Capacity Expansion Will Support Future Upside

Analysts have slightly revised their price target on SES AI to $4.00, reflecting updated views on the discount rate, revenue growth, profit margin and future P/E assumptions without changing the fair value estimate. What's in the News SES AI and Top Material plan to collaborate on expanding cell manufacturing capacity in Korea for drones and urban air mobility, aiming to support compliance with U.S. National Defense Authorization Act supply chain requirements for SES AI's drone customers (Key Developments).
ROK
US$383.35
Rockwell Automation
7D
-4.7%
1Y
40.1%
LYTS
US$20.77
LSI Industries
7D
-7.6%
1Y
19.9%
VICR
US$203.19
Vicor
7D
3.1%
1Y
233.2%
EMR
US$145.21
Emerson Electric
7D
-2.2%
1Y
25.4%

EMR: Higher Long Term Margins And P/E Framework Will Support Upside

We are lifting our analyst price target framework for Emerson Electric to $204, with analysts pointing to updated assumptions for revenue growth, profit margins and future P/E as key supports for the higher fair value view. Analyst Commentary Recent Street research around Emerson Electric reflects an active debate, but with a clear cluster of higher price targets from bullish analysts who are leaning into a stronger long term earnings and cash generation profile for the company.
HUBB
US$490.78
Hubbell
7D
-7.0%
1Y
38.7%

HUBB: Firmer AI Demand And Richer P/E Assumptions Will Shape Returns

The analyst fair value estimate for Hubbell moves to $585 from $575, with analysts pointing to a higher assumed future P/E multiple and recent price target increases across the Street as key supports for the change. Analyst Commentary Bullish analysts have been lifting their price targets on Hubbell in recent months, and that cluster of positive revisions is a key factor behind the higher fair value estimate.
AME
US$234.75
AMETEK
7D
0.7%
1Y
26.9%

AME: AI Demand And Execution Versus Mixed P/E Expectations Will Guide Returns

Analysts have nudged their targets on AMETEK higher, with our updated fair value estimate edging up by about $0.29 to $248.29 as they factor in slightly lower assumed revenue growth, a modestly higher profit margin, a somewhat lower future P/E multiple, and a small reduction in the discount rate. Analyst Commentary Street research on AMETEK has been active recently, with several firms adjusting ratings and targets as they refresh models after recent quarters and outlook updates.