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U.S. Electrical Components Industry Analysis

UpdatedApr 21, 2026
DataAggregated Company Financials
Companies108
  • 7D2.5%
  • 3M21.2%
  • 1Y96.0%
  • YTDn/a

Over the last 7 days, the Electrical Components industry has risen 1.7%, driven by gains from Vertiv Holdings Co of 2.5%. In the last 12 months, the industry was up 95%. 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
Tue, 21 Apr 2026US$623.1bUS$125.1bUS$11.1b35.8x56x5x
Thu, 19 Mar 2026US$558.3bUS$124.8bUS$11.2b31.7x49.7x4.5x
Sat, 14 Feb 2026US$574.0bUS$124.4bUS$7.6b36.7x76x4.6x
Mon, 12 Jan 2026US$501.0bUS$121.4bUS$6.8b32.1x73.5x4.1x
Wed, 10 Dec 2025US$501.6bUS$121.2bUS$6.8b32x74x4.1x
Fri, 07 Nov 2025US$523.3bUS$121.1bUS$6.8b29.9x76.5x4.3x
Sun, 05 Oct 2025US$489.7bUS$118.2bUS$6.6b28.8x74.6x4.1x
Tue, 02 Sep 2025US$455.6bUS$118.0bUS$6.6b29.9x68.8x3.9x
Thu, 31 Jul 2025US$482.0bUS$115.6bUS$6.0b28.4x80.3x4.2x
Sat, 28 Jun 2025US$437.8bUS$115.5bUS$5.9b27.2x74.3x3.8x
Mon, 26 May 2025US$398.8bUS$115.3bUS$5.8b26.1x68.3x3.5x
Wed, 23 Apr 2025US$318.9bUS$114.5bUS$5.4b20.3x59.5x2.8x
Fri, 21 Mar 2025US$370.8bUS$114.4bUS$5.2b23.2x71.2x3.2x
Sun, 16 Feb 2025US$408.1bUS$114.5bUS$8.6b26.3x47.6x3.6x
Tue, 14 Jan 2025US$426.2bUS$114.7bUS$8.2b22.1x51.7x3.7x
Thu, 12 Dec 2024US$447.7bUS$114.6bUS$8.3b24.1x53.9x3.9x
Sat, 09 Nov 2024US$451.8bUS$115.4bUS$8.0b25.5x56.6x3.9x
Mon, 07 Oct 2024US$414.0bUS$115.1bUS$6.7b20.1x61.5x3.6x
Wed, 04 Sep 2024US$389.2bUS$115.2bUS$6.6b18.3x59.2x3.4x
Fri, 02 Aug 2024US$414.3bUS$121.5bUS$6.8b19.9x60.8x3.4x
Sun, 30 Jun 2024US$411.8bUS$123.9bUS$7.0b19.6x58.6x3.3x
Tue, 28 May 2024US$448.4bUS$124.0bUS$7.0b24x64.2x3.6x
Thu, 25 Apr 2024US$414.8bUS$124.0bUS$8.4b21.3x49.5x3.3x
Sat, 23 Mar 2024US$432.6bUS$124.0bUS$8.5b22.2x50.7x3.5x
Mon, 19 Feb 2024US$399.2bUS$125.8bUS$10.3b19.7x38.9x3.2x
Wed, 17 Jan 2024US$363.6bUS$124.6bUS$10.4b19.5x34.9x2.9x
Fri, 15 Dec 2023US$361.0bUS$124.7bUS$10.4b20.9x34.8x2.9x
Sun, 12 Nov 2023US$324.0bUS$125.7bUS$11.2b17.9x29x2.6x
Tue, 10 Oct 2023US$342.7bUS$129.7bUS$13.8b19.2x24.8x2.6x
Thu, 07 Sep 2023US$372.8bUS$129.8bUS$14.0b21.2x26.7x2.9x
Sat, 05 Aug 2023US$369.2bUS$129.9bUS$14.4b22.4x25.7x2.8x
Mon, 03 Jul 2023US$341.6bUS$116.8bUS$9.8b26.4x34.9x2.9x
Wed, 31 May 2023US$304.2bUS$116.8bUS$9.9b23.1x30.7x2.6x
Fri, 28 Apr 2023US$289.1bUS$114.6bUS$10.0b17.9x28.9x2.5x
Price to Earnings Ratio

28.9x


Total Market Cap: US$289.1bTotal Earnings: US$10.0bTotal Revenue: US$114.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Components Industry Price to Earnings3Y Average 53.6x202420252026
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 53.6x.
  • The 3-year average PS ratio of 3.5x is lower than the industry's current PS ratio of 5.0x.
Past Earnings Growth
  • The earnings for companies in the Electrical Components and Equipment industry have grown 4.1% per year over the last three years.
  • Revenues for these companies have grown 3.1% 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 Market3.58%
Industrials1.16%
Electrical2.94%
Electrical Components2.47%
Heavy Electrical Equipment3.78%
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
VRT Vertiv Holdings CoUS$314.414.8%
+US$5.5b		365.3%PE90.3x
VICR VicorUS$224.8120.7%
+US$1.7b		396.8%PE84.7x
ETN EatonUS$407.571.0%
+US$1.6b		57.1%PE38.7x
EMR Emerson ElectricUS$146.771.6%
+US$1.3b		52.2%PE35.8x
GNRC Generac HoldingsUS$217.265.9%
+US$710.0m		103.8%PE79.9x

Latest News

FLNC
US$12.63
Fluence Energy
7D
-7.5%
1Y
249.9%
VRT
US$314.41
Vertiv Holdings Co
7D
4.8%
1Y
365.3%
AME
US$236.82
AMETEK
7D
1.0%
1Y
52.5%

Ametek: A Very Well-Run Business Is Valued Accordingly

Apr 20
VICR
US$224.81
Vicor
7D
20.7%
1Y
396.8%
RUN
US$12.18
Sunrun
7D
-4.5%
1Y
85.4%

RUN: Cash Generation And Asset Monetization Will Drive Future Residential Ownership Story

Analysts have nudged their Sunrun price target slightly lower to about $29.48 from $30, citing a mix of adjusted cash flow expectations, pressure on profit margins, distribution channel concerns, and updated P/E assumptions following a series of recent target cuts and rating changes across the Street. Analyst Commentary Street research around Sunrun has been active, with a mix of target cuts, rating changes, and a few higher targets that reflect differing views on cash generation, valuation, and execution.
PLUG
US$3.22
Plug Power
7D
16.2%
1Y
308.3%

PLUG: Hydrogen Power Auctions And 2026 EBITDA Goal Will Shape Upside

Narrative Update: Plug Power Analyst Price Target Shift The blended analyst price target for Plug Power edges higher, reflecting incremental upward revisions such as Susquehanna's $0.25 increase and Wells Fargo's move to $2, partially offset by reductions from Jefferies to $1.80 and BMO Capital to $1, as analysts weigh mixed quarterly results, a return to positive gross margin, 2026 guidance, and ongoing execution risks. Analyst Commentary Analysts are split on Plug Power, but the recent research shows a clear group of bullish analysts who view recent execution updates and the 2026 roadmap as reasons to rethink downside risk and potential upside.
ROK
US$413.70
Rockwell Automation
7D
1.5%
1Y
82.3%

ROK: Elevated P/E And Buybacks Will Likely Continue To Limit Upside

Analysts have made a very small upward adjustment to their Rockwell Automation fair value estimate to about $317.37. This reflects slightly different assumptions for discount rate, revenue growth, profit margin, and future P/E.
TE
US$4.98
T1 Energy
7D
-2.5%
1Y
383.5%

TE: Future Upside Will Depend On Mo I Rana Power Capacity

Analysts have trimmed their price target on T1 Energy, citing slightly lower fair value estimates, softer revenue growth and profit margin assumptions, as well as a higher future P/E. Together, these factors reduce the implied upside for the stock in dollar terms.
NXT
US$106.49
Nextpower
7D
-4.5%
1Y
171.1%

NextPower: An Interesting Company With A Fair Bit Of Risk

Apr 16
GNRC
US$217.26
Generac Holdings
7D
5.9%
1Y
103.8%

GNRC: Data Center Power Deals And Mixed Sentiment Will Shape Future Upside

Analysts have lifted the fair value estimate for Generac Holdings to $197 from $172, citing higher modeled revenue growth, expectations for a richer future P/E multiple, and a slightly lower discount rate, even as forecast profit margins are trimmed and recent research opinions remain mixed across firms. Analyst Commentary Recent Street research on Generac shows a split tape, with several firms lifting price targets while others turn more cautious on the stock's risk and reward trade off.
EMR
US$146.77
Emerson Electric
7D
1.6%
1Y
52.2%
THR
US$54.12
Thermon Group Holdings
7D
-2.1%
1Y
124.8%

THR: Pending CECO Deal Structure And Liquidity Will Influence Future Shareholder Outcomes

Analysts reaffirmed a $51.00 price target on Thermon Group Holdings, citing relatively unchanged assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E, which together keep their overall view steady for now. What's in the News CECO Environmental Corp.
RRX
US$207.96
Regal Rexnord
7D
-1.0%
1Y
113.8%
ETN
US$407.57
Eaton
7D
1.0%
1Y
57.1%

ETN: AI Data Center Hopes Will Be Tested By Boyd Execution Risks

Analysts have trimmed the Eaton price target by about $6 to reflect a lower assumed future P/E multiple of roughly 26x, while also factoring in updated views on revenue growth, margins and recent research that highlights both upside potential from data center exposure and mixed sentiment around the stock. Analyst Commentary Recent research on Eaton shows a split view, with some firms lifting price targets or initiating coverage positively, while others are dialing back expectations and highlighting risks around execution, valuation and future growth assumptions.
STI
US$5.93
Solidion Technology
7D
-16.7%
1Y
14.7%
XCH
US$1.04
XCHG
7D
-6.4%
1Y
-10.9%