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U.S. Electrical Components Industry Analysis

UpdatedMay 26, 2026
DataAggregated Company Financials
Companies109
  • 7D1.5%
  • 3M9.0%
  • 1Y60.6%
  • YTDn/a

The Electrical Components industry is up 1.1% in the last week, with Eaton up 2.5%. This means that the industry has gained 61% over the past year. Looking forward, 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, 26 May 2026US$639.5bUS$128.0bUS$11.9b41.6x53.6x5x
Thu, 23 Apr 2026US$626.9bUS$125.8bUS$11.4b35.7x55.1x5x
Sat, 21 Mar 2026US$554.7bUS$124.8bUS$11.2b31.2x49.4x4.4x
Mon, 16 Feb 2026US$578.6bUS$124.5bUS$7.5b36.4x76.7x4.6x
Wed, 14 Jan 2026US$508.9bUS$121.4bUS$6.8b32.9x74.6x4.2x
Fri, 12 Dec 2025US$512.3bUS$121.2bUS$6.8b33.1x75.6x4.2x
Sun, 09 Nov 2025US$509.2bUS$121.3bUS$7.0b29.9x72.4x4.2x
Tue, 07 Oct 2025US$489.7bUS$118.2bUS$6.6b28.4x74.6x4.1x
Thu, 04 Sep 2025US$450.1bUS$118.0bUS$6.6b29.1x67.9x3.8x
Sat, 02 Aug 2025US$482.1bUS$116.4bUS$6.3b28.3x76.8x4.1x
Mon, 30 Jun 2025US$441.2bUS$115.5bUS$5.9b27.2x74.9x3.8x
Wed, 28 May 2025US$398.8bUS$115.3bUS$5.8b26.7x68.3x3.5x
Fri, 25 Apr 2025US$338.0bUS$114.9bUS$5.5b20.9x61.2x2.9x
Sun, 23 Mar 2025US$369.6bUS$114.4bUS$5.2b23.2x71x3.2x
Tue, 18 Feb 2025US$408.1bUS$114.5bUS$8.6b26.3x47.6x3.6x
Thu, 16 Jan 2025US$429.3bUS$114.7bUS$8.2b23.2x52x3.7x
Sat, 14 Dec 2024US$451.7bUS$114.6bUS$8.3b23.8x54.4x3.9x
Mon, 11 Nov 2024US$455.5bUS$115.4bUS$8.0b25.5x57.1x3.9x
Wed, 09 Oct 2024US$416.9bUS$115.1bUS$6.7b20.4x62x3.6x
Fri, 06 Sep 2024US$367.5bUS$115.2bUS$6.6b18.1x55.5x3.2x
Sun, 04 Aug 2024US$367.5bUS$116.0bUS$6.8b18x54.2x3.2x
Tue, 02 Jul 2024US$411.8bUS$123.9bUS$7.0b19.3x58.6x3.3x
Thu, 30 May 2024US$442.2bUS$124.0bUS$7.0b23.5x63.3x3.6x
Sat, 27 Apr 2024US$425.6bUS$124.0bUS$8.4b21.8x50.8x3.4x
Mon, 25 Mar 2024US$432.7bUS$124.0bUS$8.5b22.2x50.7x3.5x
Wed, 21 Feb 2024US$394.5bUS$125.8bUS$10.3b19.9x38.5x3.1x
Fri, 19 Jan 2024US$359.0bUS$124.6bUS$10.4b19.4x34.5x2.9x
Sun, 17 Dec 2023US$371.8bUS$124.7bUS$10.4b20.7x35.8x3x
Tue, 14 Nov 2023US$326.0bUS$125.7bUS$11.2b18x29.2x2.6x
Thu, 12 Oct 2023US$352.4bUS$129.7bUS$13.8b19.5x25.5x2.7x
Sat, 09 Sep 2023US$372.5bUS$129.9bUS$13.9b21.6x26.7x2.9x
Mon, 07 Aug 2023US$369.2bUS$129.9bUS$14.4b22.4x25.7x2.8x
Wed, 05 Jul 2023US$341.3bUS$116.7bUS$10.0b26.5x34.2x2.9x
Fri, 02 Jun 2023US$302.0bUS$116.8bUS$9.9b22.9x30.5x2.6x
Price to Earnings Ratio

30.5x


Total Market Cap: US$302.0bTotal Earnings: US$9.9bTotal Revenue: US$116.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Components Industry Price to Earnings3Y Average 54.5x202420252026
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 54.5x.
  • The 3-year average PS ratio of 3.6x 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 6.4% 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 Market1.21%
Industrials1.14%
Electrical3.20%
Electrical Components1.53%
Heavy Electrical Equipment6.00%
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$391.355.2%
+US$7.6b		19.3%PE38.1x
ROK Rockwell AutomationUS$452.297.1%
+US$3.3b		44.5%PE46.3x
EMR Emerson ElectricUS$136.424.4%
+US$3.2b		12.8%PE31.3x
VRT Vertiv Holdings CoUS$327.461.5%
+US$1.9b		198.3%PE80.7x
VICR VicorUS$267.9910.1%
+US$1.1b		530.6%PE89.4x

Latest News

ROK
US$452.29
Rockwell Automation
7D
7.1%
1Y
44.5%
Narrative Update • May 24

ROK: Updated Margin Outlook And Client Adoption Will Support A Steady Medium Term Outlook

Analysts have raised their price target for Rockwell Automation from $406.96 to $462.17, citing updated assumptions that combine slightly lower revenue growth with higher profit margin expectations and a similar future P/E outlook. What's in the News Expanded EtherNet/IP In-cabinet Solution adds a supplemental power tap and connects more motor control and protection devices, aimed at simplifying wiring, improving diagnostics and supporting scalable motor control architectures for panel builders and OEMs. (Product related announcement) Revised Fiscal Year 2026 guidance now points to a reported sales midpoint of US$8.9b and diluted EPS of US$11.88 to US$12.48, compared with prior guidance of US$8.8b and US$10.75 to US$11.55 respectively.
EMR
US$136.42
Emerson Electric
7D
4.4%
1Y
12.8%
Narrative Update • May 24

EMR: AI Automation Upside Is Expected To Outweigh New Competitive Threat

Narrative Update Emerson Electric's updated analyst price target edges lower by about $1 to $163.72 as analysts fine-tune fair value, discount rate, revenue growth, profit margin, and future P/E inputs following a mix of recent target increases and cuts across the Street. Analyst Commentary Recent research on Emerson Electric reflects a split view, with some bullish analysts lifting price targets and ratings, while bearish analysts trim targets or flag short term downside risk.
RRX
US$200.78
Regal Rexnord
7D
7.7%
1Y
43.9%
GNRC
US$270.14
Generac Holdings
7D
6.8%
1Y
118.6%
Narrative Update • May 22

GNRC: AI Data Center Demand Will Support 2026 Earnings Outlook

Analysts have raised the fair value estimate for Generac Holdings to $325 from $300, reflecting higher modeled revenue growth, profit margins, and a slightly richer future P/E multiple following a series of recent price target increases across the Street. Analyst Commentary Recent Street research on Generac shows a cluster of price target revisions and rating changes that point to a more constructive tone among several firms, even as a few highlight constraints on upside.
VRT
US$327.46
Vertiv Holdings Co
7D
1.5%
1Y
198.3%
XCH
US$0.65
XCHG
7D
-7.9%
1Y
-55.0%
NVT
US$164.66
nVent Electric
7D
4.1%
1Y
146.0%
ETN
US$391.35
Eaton
7D
5.2%
1Y
19.3%
ELPW
US$0.88
Elong Power Holding
7D
-6.1%
1Y
-99.9%
ESP
US$57.60
Espey Mfg. & Electronics
7D
-4.3%
1Y
54.1%
WWR
US$0.57
Westwater Resources
7D
-0.6%
1Y
21.9%
VICR
US$267.99
Vicor
7D
10.1%
1Y
530.6%
TURB
US$1.18
Turbo Energy
7D
-13.2%
1Y
-51.7%
LNKS
US$1.54
Linkers Industries
7D
-3.1%
1Y
-99.1%
ZEO
US$0.85
Zeo Energy
7D
-8.2%
1Y
-46.5%
SMXT
US$0.53
SolarMax Technology
7D
-2.3%
1Y
-51.0%