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U.S. Electrical Components Industry Analysis

UpdatedDec 22, 2025
DataAggregated Company Financials
Companies104
  • 7D-2.3%
  • 3M1.1%
  • 1Y13.0%
  • YTDn/a

Over the last 7 days, the Electrical Components industry has dropped 2.4%, driven by a pullback from Eaton of 4.3%. In the past year, the industry has gained 13%. As for the next few years, earnings are expected to grow by 17% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 22 Dec 2025US$480.2bUS$121.2bUS$6.8b31.7x70.7x4x
Wed, 19 Nov 2025US$477.8bUS$121.4bUS$6.9b28.2x69.4x3.9x
Fri, 17 Oct 2025US$511.1bUS$118.2bUS$6.6b30.5x77.9x4.3x
Sun, 14 Sep 2025US$468.9bUS$118.0bUS$6.6b30.3x71.3x4x
Tue, 12 Aug 2025US$458.5bUS$117.7bUS$6.6b31.7x69.2x3.9x
Thu, 10 Jul 2025US$452.1bUS$115.5bUS$5.9b27.7x76.7x3.9x
Sat, 07 Jun 2025US$410.3bUS$115.3bUS$5.9b26.4x70.1x3.6x
Mon, 05 May 2025US$365.8bUS$115.4bUS$5.8b21.1x63.1x3.2x
Wed, 02 Apr 2025US$346.9bUS$114.4bUS$5.4b22.6x64.4x3x
Fri, 28 Feb 2025US$394.2bUS$114.4bUS$8.5b24.5x46.1x3.4x
Sun, 26 Jan 2025US$460.4bUS$114.7bUS$8.2b24x55.9x4x
Tue, 24 Dec 2024US$427.8bUS$114.6bUS$8.3b22.5x51.6x3.7x
Thu, 21 Nov 2024US$457.7bUS$114.1bUS$8.3b22.6x55.3x4x
Sat, 19 Oct 2024US$427.2bUS$115.1bUS$6.8b21.7x62.8x3.7x
Mon, 16 Sep 2024US$382.8bUS$115.1bUS$6.7b19x57.4x3.3x
Wed, 14 Aug 2024US$366.8bUS$115.2bUS$6.6b18.3x55.9x3.2x
Fri, 12 Jul 2024US$417.3bUS$121.4bUS$6.7b20x62.2x3.4x
Sun, 09 Jun 2024US$417.3bUS$124.0bUS$7.0b20x59.6x3.4x
Tue, 07 May 2024US$428.5bUS$124.9bUS$8.5b21.6x50.2x3.4x
Thu, 04 Apr 2024US$435.7bUS$123.8bUS$8.4b22.9x51.6x3.5x
Sat, 02 Mar 2024US$409.2bUS$124.1bUS$8.5b20.7x48.1x3.3x
Mon, 29 Jan 2024US$365.9bUS$124.6bUS$10.4b19.7x35.1x2.9x
Wed, 27 Dec 2023US$374.6bUS$124.7bUS$10.4b20.8x36.1x3x
Fri, 24 Nov 2023US$337.0bUS$124.4bUS$10.4b18.7x32.3x2.7x
Sun, 22 Oct 2023US$317.6bUS$129.7bUS$13.8b17.3x22.9x2.4x
Tue, 19 Sep 2023US$360.5bUS$129.8bUS$13.9b21.1x25.9x2.8x
Thu, 17 Aug 2023US$358.0bUS$130.4bUS$14.2b20.8x25.1x2.7x
Sat, 15 Jul 2023US$345.7bUS$116.7bUS$10.0b26.7x34.6x3x
Mon, 12 Jun 2023US$317.8bUS$116.8bUS$9.8b25.6x32.5x2.7x
Wed, 10 May 2023US$292.4bUS$116.1bUS$9.7b18.8x30x2.5x
Fri, 07 Apr 2023US$280.9bUS$114.0bUS$10.0b17.6x28.2x2.5x
Sun, 05 Mar 2023US$318.2bUS$113.6bUS$9.8b22.2x32.5x2.8x
Tue, 31 Jan 2023US$296.7bUS$109.6bUS$9.4b21.6x31.5x2.7x
Thu, 29 Dec 2022US$280.5bUS$109.4bUS$9.3b19.4x30.2x2.6x
Price to Earnings Ratio

30.2x


Total Market Cap: US$280.5bTotal Earnings: US$9.3bTotal Revenue: US$109.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Components Industry Price to Earnings3Y Average 49.9x202320242025
Current Industry PE
  • Investors are optimistic on the American Electrical Components and Equipment industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 70.7x which is higher than its 3-year average PE of 49.9x.
  • The 3-year average PS ratio of 3.3x is lower than the industry's current PS ratio of 4.0x.
Past Earnings Growth
  • The earnings for companies in the Electrical Components and Equipment industry have declined 9.9% per year over the last three years.
  • Meanwhile revenues for these companies have grown 3.5% per year.
  • This means that although more sales are being generated, 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 Market0.26%
Industrials-0.67%
Electrical-2.72%
Electrical Components-2.29%
Heavy Electrical Equipment-3.70%
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
VICR VicorUS$104.409.2%
+US$393.4m		111.7%PE56.7x
TE T1 EnergyUS$6.4327.1%
+US$290.9m		151.2%PS3.4x
NXT NextpowerUS$88.702.2%
+US$289.4m		152.3%PE22.8x
RUN SunrunUS$18.265.2%
+US$211.2m		80.8%PS1.8x
ARRY Array TechnologiesUS$9.4912.0%
+US$155.8m		55.6%PS1.1x

Latest News

POWL
US$332.90
Powell Industries
7D
1.5%
1Y
42.2%
FLNC
US$19.96
Fluence Energy
7D
-10.0%
1Y
31.2%

FLNC: Future Execution Risks Will Challenge Raised Expectations Despite Recent Price Increases

Analysts have modestly raised their price target on Fluence Energy to $10 from $9, citing an improving demand backdrop for utility-scale battery storage, solid recent results, and growing backlog visibility, even as they continue to watch execution and regulatory developments closely. Analyst Commentary Recent Street research highlights a more balanced stance on Fluence Energy, with price targets moving higher but ratings largely anchored in the middle of the spectrum.
ARRY
US$9.49
Array Technologies
7D
12.0%
1Y
55.6%

Array Technologies, Inc. (NASDAQ:ARRY) Surges 33% Yet Its Low P/S Is No Reason For Excitement

Dec 20
Array Technologies, Inc. (NASDAQ:ARRY) Surges 33% Yet Its Low P/S Is No Reason For Excitement
VICR
US$104.40
Vicor
7D
9.2%
1Y
111.7%
GNRC
US$138.94
Generac Holdings
7D
-12.3%
1Y
-9.9%
TE
US$6.43
T1 Energy
7D
27.1%
1Y
151.2%

TE: Future Upside Will Be Driven By New Texas Manufacturing Expansion

Analysts have raised their price target on T1 Energy by approximately 4 percent to reflect improving revenue growth expectations, modestly higher profit margin forecasts, and a slightly lower assumed discount rate, even as future valuation multiples compress. What's in the News T1 Energy began construction of its G2_Austin solar cell fab in Milam County, Texas, a planned $400 to $425 million project that will add 2.1GW of TOPCon cell capacity in its first phase and support up to 1,800 new jobs (company announcement).
VRT
US$159.82
Vertiv Holdings Co
7D
-1.2%
1Y
35.7%
EOSE
US$13.07
Eos Energy Enterprises
7D
-11.9%
1Y
186.0%
AYI
US$362.84
Acuity
7D
0.5%
1Y
20.0%

AYI: Margin Strength And Pricing Power Will Support Upside Despite Volume Headwinds

Analysts have raised their blended price target for Acuity to a range of approximately $360 to $425 per share, citing stronger than expected margin performance, improved pricing power, and conservative growth assumptions that could benefit from potential interest rate cuts. Analyst Commentary Recent Street research reflects a generally constructive tone on Acuity, with multiple firms lifting price targets to align with stronger execution and margin performance.
SHLS
US$8.96
Shoals Technologies Group
7D
3.3%
1Y
63.8%

SHLS: Rising Policy Risk Will Pressure Clean Energy Demand Outlook

Analysts have raised their price target on Shoals Technologies Group, as improving expected profit margins and higher long term valuation multiples more than offset slightly slower projected revenue growth and a modestly higher discount rate. This supports an upward revision of fair value from about $4.06 to roughly $5.73 per share.
RUN
US$18.26
Sunrun
7D
5.2%
1Y
80.8%

RUN: Policy Tailwinds May Prove Insufficient To Sustain Current Share Price

The Analyst Price Target for Sunrun has been raised significantly to $30 from $20, as analysts point to stronger long term revenue growth, improving profit margins, and a higher justified earnings multiple supported by favorable policy tailwinds and growing residential solar demand. Analyst Commentary Recent Street research on Sunrun reflects a generally constructive outlook, with a series of price target increases and upgrades signaling renewed confidence in the company’s long term earnings power and its positioning in residential solar.
NXT
US$88.70
Nextpower
7D
2.2%
1Y
152.3%

NXT: Raised 2026 Guidance And Expanded Manufacturing Footprint Will Drive Upside

Analysts have modestly raised their price target on Nextpower to approximately $102.54 from $101.42, citing slightly stronger expectations for revenue growth and valuation multiples that more than offset a minor compression in projected profit margins and a marginally higher discount rate. What's in the News Rebranded from Nextracker Inc.
ETN
US$317.80
Eaton
7D
-4.6%
1Y
-5.9%

ETN: AI Data Center Demand And Boyd Deal Will Shape Outlook

We raise our Eaton price target by approximately $36 to about $337 per share, reflecting analysts' increased confidence in stronger long term revenue growth, modestly higher profitability, and sustained AI driven data center demand supported by recent price target hikes and upgrades. Analyst Commentary Recent Street research reflects a constructive yet increasingly nuanced view on Eaton, with higher price targets and ratings upgrades framed against growing scrutiny of valuation, execution risks, and the durability of AI driven demand.
ROK
US$395.87
Rockwell Automation
7D
-1.4%
1Y
36.9%

ROK: Future Expansion Plans Will Likely Fail To Justify Current Optimism

Analysts have raised their price target on Rockwell Automation from approximately 269 dollars to about 295 dollars, citing expectations for slightly faster revenue growth, modestly higher profit margins, and a marginally richer future earnings multiple, despite a higher assumed discount rate. What's in the News Announced a strategic collaboration with alfanar to create a dedicated automation panel manufacturing zone in Riyadh, supporting Saudi Arabia's Vision 2030 and initially serving major infrastructure projects like the Saudi Water Authority (Client Announcements) Unveiled plans for a new greenfield manufacturing campus in Southeastern Wisconsin, potentially its largest global site, as part of a broader 2 billion dollars investment in plants, digital infrastructure and talent over five years (Business Expansions) Launched the SecureOT solution suite, a comprehensive industrial cybersecurity platform combining technology, professional services and managed security to protect complex operational technology environments and align with leading global frameworks (Product-Related Announcements) Initiated local assembly of OTTO autonomous mobile robots at its Milwaukee headquarters, expanding capacity to meet U.S. demand and advancing smart, resilient manufacturing with material handling automation (Product-Related Announcements) Issued fiscal 2026 guidance calling for 3 percent to 7 percent reported sales growth and diluted EPS of 10.40 dollars to 11.40 dollars, signaling continued expectations for profitable expansion despite macro uncertainty (Corporate Guidance: New/Confirmed) Valuation Changes The fair value estimate has risen slightly, moving from approximately 269 dollars to about 295 dollars per share.
EMR
US$132.98
Emerson Electric
7D
-3.1%
1Y
7.3%

EMR: Future Margins And Order Visibility Will Likely Restrain Share Upside

Analysts have modestly reduced their price target on Emerson Electric to approximately $120.65 from about $109.01, citing updated post earnings modeling that reflects slightly higher expected growth, a richer future valuation multiple, and a modestly lower profit margin outlook. Analyst Commentary JPMorgan recently trimmed its price target on Emerson Electric to $150 from $151 while maintaining a Neutral rating, signaling a more tempered outlook following the fiscal Q4 report.
RRX
US$139.99
Regal Rexnord
7D
-5.4%
1Y
-10.3%