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

U.S. Electrical Components Industry Analysis

UpdatedSep 21, 2026
DataAggregated Company Financials
Companies111
  • 7D4.0%
  • 3M-9.7%
  • 1Y21.5%
  • YTDn/a

The Electrical Components industry is up 4.0% in the last week, with Eaton up 8.0%. This means that the industry has gained 22% over the past year. Looking forward, 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
Mon, 21 Sep 2026US$594.0bUS$133.8bUS$12.3b34.8x48.3x4.4x
Wed, 19 Aug 2026US$654.7bUS$132.0bUS$12.3b36.4x53.2x5x
Fri, 17 Jul 2026US$627.0bUS$127.5bUS$11.8b38.9x53x4.9x
Sun, 14 Jun 2026US$634.5bUS$127.4bUS$11.9b38.1x53.5x5x
Tue, 12 May 2026US$652.8bUS$127.8bUS$12.1b38.7x54.1x5.1x
Thu, 09 Apr 2026US$558.2bUS$125.3bUS$11.0b34.8x50.6x4.5x
Sat, 07 Mar 2026US$555.0bUS$124.7bUS$11.3b32x49.1x4.4x
Mon, 02 Feb 2026US$538.3bUS$121.7bUS$6.8b34.8x78.8x4.4x
Wed, 31 Dec 2025US$487.1bUS$121.3bUS$6.8b31.7x71.6x4x
Fri, 28 Nov 2025US$490.3bUS$121.2bUS$6.8b31.5x72.6x4x
Sun, 26 Oct 2025US$512.9bUS$119.1bUS$6.8b30.7x75x4.3x
Tue, 23 Sep 2025US$479.7bUS$118.0bUS$6.6b30.3x73x4.1x
Thu, 21 Aug 2025US$455.4bUS$117.9bUS$6.6b30.2x68.7x3.9x
Sat, 19 Jul 2025US$470.8bUS$115.5bUS$5.9b28.1x79.9x4.1x
Mon, 16 Jun 2025US$412.0bUS$115.3bUS$5.9b25.5x69.6x3.6x
Wed, 14 May 2025US$401.3bUS$115.0bUS$5.9b22.1x68x3.5x
Fri, 11 Apr 2025US$342.3bUS$114.5bUS$5.4b19.9x63.8x3x
Sun, 09 Mar 2025US$373.4bUS$114.4bUS$5.2b24.5x71.4x3.3x
Tue, 04 Feb 2025US$425.7bUS$114.9bUS$8.4b23x51x3.7x
Thu, 02 Jan 2025US$421.3bUS$114.6bUS$8.3b22.9x50.7x3.7x
Sat, 30 Nov 2024US$464.0bUS$114.6bUS$8.2b24.6x56.4x4x
Mon, 28 Oct 2024US$419.7bUS$115.4bUS$6.9b21.1x61x3.6x
Wed, 25 Sep 2024US$402.8bUS$115.1bUS$6.7b20.1x60.2x3.5x
Fri, 23 Aug 2024US$381.3bUS$115.2bUS$6.6b18.8x58x3.3x
Sun, 21 Jul 2024US$413.6bUS$121.4bUS$6.7b21.3x61.6x3.4x
Tue, 18 Jun 2024US$417.7bUS$124.0bUS$7.0b20.4x59.5x3.4x
Thu, 16 May 2024US$438.4bUS$125.0bUS$8.5b21.5x51.5x3.5x
Sat, 13 Apr 2024US$432.7bUS$123.9bUS$8.4b21.4x51.2x3.5x
Mon, 11 Mar 2024US$414.2bUS$124.0bUS$8.5b22.2x48.9x3.3x
Wed, 07 Feb 2024US$375.4bUS$125.4bUS$10.8b19.4x34.8x3x
Fri, 05 Jan 2024US$360.7bUS$124.6bUS$10.4b19.7x34.8x2.9x
Sun, 03 Dec 2023US$348.8bUS$124.6bUS$10.4b19.1x33.4x2.8x
Tue, 31 Oct 2023US$313.1bUS$130.1bUS$13.8b16.8x22.6x2.4x
Thu, 28 Sep 2023US$347.5bUS$129.9bUS$13.9b21.5x24.9x2.7x
Price to Earnings Ratio

24.9x


Total Market Cap: US$347.5bTotal Earnings: US$13.9bTotal Revenue: US$129.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Components Industry Price to Earnings3Y Average 56.8x202420252026
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 48.3x which is lower than its 3-year average PE of 56.8x.
  • The 3-year average PS ratio of 3.8x is lower than the industry's current PS ratio of 4.4x.
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-0.10%
Industrials-0.66%
Electrical2.56%
Electrical Components3.99%
Heavy Electrical Equipment0.33%
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
ETN EatonUS$435.4310.8%
+US$16.4b		15.1%PE44.2x
VRT Vertiv Holdings CoUS$250.865.7%
+US$5.2b		65.1%PE55.8x
NVT nVent ElectricUS$159.448.7%
+US$2.1b		59.0%PE43.7x
EMR Emerson ElectricUS$151.722.3%
+US$1.9b		14.2%PE32.9x
VICR VicorUS$223.9021.2%
+US$1.8b		309.2%PE71.1x

Latest News

VICR
US$223.90
Vicor
7D
21.2%
1Y
309.2%
Seeking Alpha • 1h

Vicor Corporation: The Market Underappreciates The Upside It Has

Summary Vicor Corporation (VICR) is rated a Strong Buy due to surging demand for its high-efficiency power modules in AI data centers. Recent AI licensing deals and capacity expansions are driving margin improvement, with gross margins rising to 58% and royalty revenues up 122% YoY. VICR’s second-generation vertical power delivery solution offers market-leading current density, enabling substantial energy and cost savings for data center operators. Management projects the revenue run-rate could reach $4.5 billion by 2027, supported by new facilities and accelerating adoption in a rapidly growing AI rack market. Read the full article on Seeking Alpha
NVT
US$159.44
nVent Electric
7D
8.7%
1Y
59.0%
GNRC
US$204.96
Generac Holdings
7D
15.8%
1Y
10.3%
HUBB
US$457.49
Hubbell
7D
3.4%
1Y
4.3%
FLNC
US$7.39
Fluence Energy
7D
-21.5%
1Y
-30.3%
Narrative Update • Sep 19

FLNC: Houston Production Missteps Will Delay AI Backlog Earnings Realization

Analysts have sharply reset expectations for Fluence Energy, with the average price target moving from above $20 toward a mid single digit range near $7, citing repeated guidance cuts tied to manufacturing delays, contract penalties, and broader execution risks around the Houston facility and newer contract manufacturers. Analyst Commentary Recent Street research on Fluence Energy has turned more cautious, with many firms reducing price targets and, in several cases, downgrading ratings following guidance cuts and operational challenges at the Houston manufacturing facility and other contract manufacturers.
VRT
US$250.86
Vertiv Holdings Co
7D
5.7%
1Y
65.1%
Narrative Update • Sep 17

VRT: Utility Innovation Deal Will Expand AI Data Center Power Upside

Analysts have trimmed their price target for Vertiv Holdings Co from about $376.80 to roughly $338.15, citing updated assumptions on discount rates, revenue growth, profit margins, and future P/E levels. What’s in the News for Vertiv Holdings Co Vertiv agreed to acquire Utility Innovation Holdings, Inc.
EMR
US$151.72
Emerson Electric
7D
2.3%
1Y
14.2%
Narrative Update • Sep 17

EMR: Strait Of Hormuz Constraints Will Likely Temper LNG And Power Upside

Emerson Electric's updated fair value estimate has moved from $129.42 to $132.39 as analysts factor in higher long term revenue growth assumptions, continued exposure to LNG and power demand, and recent price target increases across the Street, despite ongoing project and geopolitical risks. Analyst Commentary Recent research on Emerson Electric shows a mix of optimism on long term growth drivers and caution on execution risks, backlog timing, and macro sensitivity.
AYI
US$306.46
Acuity
7D
-0.8%
1Y
-9.6%
Seeking Alpha • Sep 17

Acuity: The Intelligent Spaces Mix Makes The Pullback Worth Buying

Summary Acuity Brands offers a compelling bull case as Intelligent Spaces' growth and margin expansion offset lighting cyclicality. AYI’s Intelligent Spaces segment grew 14.9% YoY with a 25.1% margin, driving higher profit per dollar than lighting. Valuation at 14x estimated future earnings provides 22% upside to $365, with a conservative 17x multiple justified by cyclicality and integration risks. Q4 results and order composition, especially in lighting and Intelligent Spaces, will be critical for confirming sustainable growth and profitability. Read the full article on Seeking Alpha
SKYX
US$1.26
SKYX Platforms
7D
-14.9%
1Y
-4.5%
ETN
US$435.43
Eaton
7D
10.8%
1Y
15.1%
RRX
US$150.73
Regal Rexnord
7D
-2.0%
1Y
4.6%
Seeking Alpha • Sep 11

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
ARRY
US$4.06
Array Technologies
7D
-7.9%
1Y
-50.6%
Narrative Update • Sep 08

ARRY: Policy And Product Shifts Will Shape Future Power Demand Upside

Array Technologies' updated fair value estimate has shifted to $5.00 as analysts weigh a wider range of price targets from $5.00 to $11.00 and balance new Neutral ratings with mixed views on growth, margins, acquisition benefits, and sector level policy risks. Analyst Commentary Recent research on Array Technologies highlights a split view.
AME
US$241.23
AMETEK
7D
3.2%
1Y
28.0%
ADSE
US$11.23
ADS-TEC Energy
7D
-1.1%
1Y
12.3%
SES
US$0.57
SES AI
7D
-7.1%
1Y
-69.2%
Narrative Update • Aug 13

SES: Index Additions And 2026 Revenue Outlook Will Drive Future Upside

Analysts have modestly reduced their price expectations for SES AI, trimming the fair value estimate from $1.40 to $1.10 as they factor in a slightly higher discount rate, adjusted margin assumptions, and a lower future P/E multiple, despite updated revenue growth inputs. What’s in the News for SES AI SES AI affirmed its revenue guidance for the full year 2026, with a projected range of US$30 million to US$35 million.
FOIL
US$19.96
Londian Wason New Energy Tech
7D
-3.0%
1Y
n/a