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U.S. Electrical Components Industry Analysis

UpdatedAug 13, 2026
DataAggregated Company Financials
Companies112
  • 7D1.9%
  • 3M-2.4%
  • 1Y40.6%
  • YTDn/a

Over the last 7 days, the Electrical Components industry has risen 1.8%, driven by gains from Eaton of 3.3%. In the same time, Regal Rexnord was down 22%. In the last 12 months, the industry was up 40%. 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
Thu, 13 Aug 2026US$653.2bUS$133.6bUS$12.2b38.7x53.5x4.9x
Sat, 11 Jul 2026US$634.8bUS$127.5bUS$11.8b42.4x53.7x5x
Mon, 08 Jun 2026US$629.3bUS$127.4bUS$11.9b38.5x52.9x4.9x
Wed, 06 May 2026US$642.8bUS$126.7bUS$11.5b39x55.8x5.1x
Fri, 03 Apr 2026US$559.4bUS$125.2bUS$11.0b33.8x50.7x4.5x
Sun, 01 Mar 2026US$582.4bUS$125.1bUS$10.6b33.6x55.1x4.7x
Tue, 27 Jan 2026US$526.1bUS$121.7bUS$6.8b32.3x77x4.3x
Thu, 25 Dec 2025US$491.7bUS$121.3bUS$6.8b32x72.4x4.1x
Sat, 22 Nov 2025US$462.8bUS$121.4bUS$6.8b31x68.2x3.8x
Mon, 20 Oct 2025US$497.9bUS$118.2bUS$6.6b30.4x75.8x4.2x
Wed, 17 Sep 2025US$476.1bUS$118.0bUS$6.6b30x72.4x4x
Fri, 15 Aug 2025US$464.5bUS$117.8bUS$6.6b32.4x70x3.9x
Sun, 13 Jul 2025US$453.9bUS$115.5bUS$5.9b27.6x77x3.9x
Tue, 10 Jun 2025US$416.8bUS$115.3bUS$5.9b26.2x70.4x3.6x
Thu, 08 May 2025US$363.8bUS$115.3bUS$5.7b20.6x63.6x3.2x
Sat, 05 Apr 2025US$326.9bUS$114.5bUS$5.4b20.5x60.9x2.9x
Mon, 03 Mar 2025US$387.8bUS$114.4bUS$5.9b23.9x65.2x3.4x
Wed, 29 Jan 2025US$413.3bUS$114.7bUS$8.2b23.4x50.1x3.6x
Fri, 27 Dec 2024US$431.6bUS$114.6bUS$8.3b23.2x51.9x3.8x
Sun, 24 Nov 2024US$469.1bUS$114.0bUS$8.2b24.5x57.3x4.1x
Tue, 22 Oct 2024US$426.2bUS$115.1bUS$6.8b21.5x62.7x3.7x
Thu, 19 Sep 2024US$389.5bUS$115.1bUS$6.7b19.3x58.4x3.4x
Sat, 17 Aug 2024US$382.6bUS$115.2bUS$6.6b18.6x58.1x3.3x
Mon, 15 Jul 2024US$427.4bUS$121.4bUS$6.7b20.2x63.7x3.5x
Wed, 12 Jun 2024US$424.8bUS$124.0bUS$7.0b20x60.6x3.4x
Fri, 10 May 2024US$433.4bUS$125.3bUS$8.5b21.8x50.8x3.5x
Sun, 07 Apr 2024US$438.8bUS$123.8bUS$8.4b22.8x52x3.5x
Tue, 05 Mar 2024US$415.2bUS$124.1bUS$8.5b21.1x48.9x3.3x
Thu, 01 Feb 2024US$372.2bUS$124.8bUS$10.5b19.4x35.5x3x
Sat, 30 Dec 2023US$377.8bUS$124.6bUS$10.4b20.9x36.4x3x
Mon, 27 Nov 2023US$337.7bUS$124.4bUS$10.4b19.1x32.5x2.7x
Wed, 25 Oct 2023US$316.8bUS$129.7bUS$13.8b17.2x22.9x2.4x
Fri, 22 Sep 2023US$348.0bUS$129.8bUS$13.9b20.2x25x2.7x
Sun, 20 Aug 2023US$354.1bUS$129.8bUS$14.0b20.1x25.3x2.7x
Price to Earnings Ratio

25.3x


Total Market Cap: US$354.1bTotal Earnings: US$14.0bTotal Revenue: US$129.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Components Industry Price to Earnings3Y Average 56x202420252026
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 52.5x which is lower than its 3-year average PE of 55.9x.
  • The 3-year average PS ratio of 3.7x is lower than the industry's current PS ratio of 4.8x.
Past Earnings Growth
  • The earnings for companies in the Electrical Components and Equipment industry have declined 4.4% 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 Market1.02%
Industrials0.10%
Electrical2.00%
Electrical Components1.95%
Heavy Electrical Equipment2.09%
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$459.962.8%
+US$4.9b		28.7%PE46.7x
VRT Vertiv Holdings CoUS$288.363.7%
+US$4.0b		109.9%PE64.1x
NVT nVent ElectricUS$171.165.6%
+US$1.5b		88.9%PE46.9x
AME AMETEKUS$258.521.5%
+US$862.0m		38.3%PE37.6x
EMR Emerson ElectricUS$163.800.8%
+US$741.9m		21.3%PE35.5x

Latest News

FLNC
US$13.20
Fluence Energy
7D
-7.2%
1Y
74.8%
Seeking Alpha • 6h

Fluence Energy: Record Orders Make Valuation More Interesting, But Execution Remains The Problem

Summary Fluence Energy, Inc. receives a Buy rating despite weak Q3 financials, as record order intake and a $6.4 billion backlog signal robust demand. Fluence Energy's data center segment is emerging as a major growth engine, with rapid sales cycles and a pipeline now at 16 GWh. Profitability remains a key concern; gross margin fell to 5.1% in Q3, but management targets a return to 10–15% as production issues are resolved. Long-term risk/reward is attractive if FLNC grows revenue toward $6–7 billion and achieves even modest net margins, with execution and working capital as main risks. Read the full article on Seeking Alpha
ALNT
US$114.28
Allient
7D
22.6%
1Y
147.5%
PN
US$2.91
PN Smart Energy
7D
-57.8%
1Y
-93.2%
ETN
US$459.96
Eaton
7D
2.8%
1Y
28.7%
EMR
US$163.80
Emerson Electric
7D
0.8%
1Y
21.3%
NVT
US$171.16
nVent Electric
7D
5.6%
1Y
88.9%
Narrative Update • Aug 11

NVT: AI Data Center Demand Will Support A Constructive Forward Outlook

Analysts now set a higher implied price target for nVent Electric at around $202 per share, up from roughly $186. They cite updated assumptions that include slightly different discount rates, revenue growth expectations, profit margin estimates, and a revised future P/E multiple.
RUN
US$9.84
Sunrun
7D
-6.2%
1Y
-10.0%
AME
US$258.52
AMETEK
7D
1.5%
1Y
38.3%
VRT
US$288.36
Vertiv Holdings Co
7D
3.7%
1Y
109.9%
RRX
US$172.90
Regal Rexnord
7D
-5.6%
1Y
11.9%
Analysis Article • Aug 08

Regal Rexnord Corporation Just Recorded A 29% EPS Beat: Here's What Analysts Are Forecasting Next

There's been a notable change in appetite for Regal Rexnord Corporation ( NYSE:RRX ) shares in the week since its...
VICR
US$226.12
Vicor
7D
3.2%
1Y
357.0%
ARRY
US$5.19
Array Technologies
7D
-8.0%
1Y
-13.5%
SHLS
US$8.34
Shoals Technologies Group
7D
-3.9%
1Y
70.9%
NXT
US$103.67
Nextpower
7D
3.9%
1Y
87.5%
ST
US$46.15
Sensata Technologies Holding
7D
-3.0%
1Y
39.3%
Narrative Update • Jul 31

ST: Aerospace Electrification And Buybacks Will Support Balanced Forward Return Profile

Analysts have nudged their price target for Sensata Technologies Holding higher to about $52.73 from roughly $51.08, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E, which collectively support a modestly stronger outlook for the stock. What’s in the News for Sensata Technologies Holding Sensata Technologies expanded its aerospace motor portfolio into flight control actuation and propulsion applications, showcasing high power density motor solutions at Farnborough Airshow 2026.
ENS
US$186.72
EnerSys
7D
-1.7%
1Y
86.0%
Narrative Update • Jul 24

ENS: Defense-Focused Greenville Plant And New Battery Line Will Reshape Outlook

Analysts have raised their price target on EnerSys from $176.43 to $202.92, reflecting updated assumptions around growth, profitability, and valuation multiples in their models. What’s in the News for EnerSys EnerSys refined its plans for a U.S. lithium cell manufacturing facility in Greenville, South Carolina, with a focus on aerospace, defense, and specialized industrial applications that require a secure U.S.-based supply chain, supported by a revised U.S. Department of Energy grant of approximately US$150 million and an estimated total net investment of about US$500 million (source: DOE grant update).