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U.S. Electrical Components Industry Analysis

UpdatedMar 21, 2026
DataAggregated Company Financials
Companies108
  • 7D-1.2%
  • 3M12.7%
  • 1Y47.2%
  • YTDn/a

Over the last 7 days, the Electrical Components industry has dropped 1.2%, driven by a pullback from Emerson Electric of 3.1%. On the other hand nVent Electric is actually up 5.8%. Over the past 12 months, the industry was up 47%. 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
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
Sun, 30 Apr 2023US$289.4bUS$114.9bUS$10.0b17.9x28.9x2.5x
Tue, 28 Mar 2023US$289.0bUS$114.0bUS$9.9b19x29.3x2.5x
Price to Earnings Ratio

29.3x


Total Market Cap: US$289.0bTotal Earnings: US$9.9bTotal Revenue: US$114.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Components Industry Price to Earnings3Y Average 53x202420252026
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 49.4x which is lower than its 3-year average PE of 53.0x.
  • The 3-year average PS ratio of 3.4x 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 grown 4.4% 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 Market-1.86%
Industrials-1.81%
Electrical0.62%
Electrical Components-1.18%
Heavy Electrical Equipment4.10%
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
NVT nVent ElectricUS$116.305.8%
+US$1.0b		103.6%PE43.9x
ETN EatonUS$356.800.4%
+US$543.2m		20.8%PE33.9x
HUBB HubbellUS$475.741.8%
+US$444.4m		40.6%PE28.6x
AYI AcuityUS$267.872.7%
+US$214.5m		1.4%PE19.9x
POWL Powell IndustriesUS$516.002.6%
+US$161.4m		180.1%PE33.4x

Latest News

VRT
US$255.88
Vertiv Holdings Co
7D
-1.2%
1Y
188.7%
RRX
US$175.40
Regal Rexnord
7D
-5.8%
1Y
45.3%
TE
US$6.60
T1 Energy
7D
-13.4%
1Y
343.0%

TE: Future Returns Will Rely On Austin Cell Buildout And Domestic Content

Analysts have kept the T1 Energy fair value unchanged at $10.50, with a slightly lower discount rate and a minor adjustment to the future P/E assumption. Together, these factors help explain the small refinement in the updated price target.
NXT
US$114.39
Nextpower
7D
-4.4%
1Y
158.4%
NVT
US$116.30
nVent Electric
7D
5.8%
1Y
103.6%

NVT: Rich Future P/E And Acquisition Ambitions Will Pressure Forward Returns

Analysts now set their fair value estimate for nVent Electric at about $85.03, a slight uptick from roughly $84.94. This reflects updated views on the discount rate, revenue growth near 5.29% and profit margin assumptions around 16.61%, along with a future P/E of about 23.20x.
ETN
US$356.80
Eaton
7D
0.4%
1Y
20.8%
POWL
US$516.00
Powell Industries
7D
2.6%
1Y
180.1%
ENS
US$165.34
EnerSys
7D
2.7%
1Y
71.8%

ENS: Share Repurchases And Stable Margins Will Support Future Upside Potential

Analysts have maintained their $188.10 price target for EnerSys, citing largely unchanged assumptions around discount rate, revenue growth, profit margins and future P/E. Taken together, these reflect a consistent view of the company’s valuation inputs.
AME
US$209.37
AMETEK
7D
-2.4%
1Y
20.0%
VICR
US$164.54
Vicor
7D
-4.7%
1Y
206.7%

VICR: Higher P/E Assumptions And Buybacks Will Support Bullish Outlook

Analysts have raised their price target on Vicor from $196.25 to $208.75, citing updated assumptions around the discount rate, long-term revenue growth, profit margins, and future P/E that are consistent with recent Street research commentary. Analyst Commentary Recent Street research has focused on how updated assumptions around discount rates, long term revenue growth, profit margins, and future P/E feed into the higher price target for Vicor.
PLUG
US$2.23
Plug Power
7D
3.7%
1Y
45.8%
EMR
US$128.15
Emerson Electric
7D
-3.1%
1Y
13.3%

EMR: AI Exposure And High Margins Will Support Future Upside

Emerson Electric's updated analyst price target holds steady at $204. Analysts are balancing slightly adjusted assumptions for discount rate, revenue growth, profit margin and future P/E with a mix of recent target raises and downgrades that reflect both AI driven opportunity and competitive risk in high margin industrial hardware and software.
AYI
US$267.87
Acuity
7D
2.7%
1Y
1.4%

AYI: Q1 Execution And Share Pullback Will Support Future Upside Potential

Acuity's analyst price targets have pulled back modestly, with the average fair value estimate easing by about $1.88 to $389.38. Analysts are factoring in softer nonresidential activity, questions around ABL segment margins and pricing power, and slightly tempered near term expectations despite recent earnings upside.
ROK
US$355.11
Rockwell Automation
7D
-1.6%
1Y
37.2%

ROK: Factory Digitization And Profitability Focus Will Support A More Optimistic Outlook

Analysts have nudged their fair value estimate for Rockwell Automation up from $490 to $495, citing updated assumptions around discount rate, revenue growth, profit margin, and future P/E. Together, these changes modestly shift their view of the stock’s risk and earnings profile.
HUBB
US$475.74
Hubbell
7D
1.8%
1Y
40.6%

HUBB: Firmer AI Demand And 2026 Outlook Will Shape Future Returns

Analysts have nudged their price targets on Hubbell higher into the $465 to $515 range, pointing to updated estimates and a firmer demand outlook supported by artificial intelligence related orders, along with cautious expectations for 2026 guidance. Analyst Commentary Recent research has clustered price targets for Hubbell in the $465 to $515 range, with several bullish analysts pointing to refreshed estimates ahead of Q4 and early views on 2026 guidance.
ADSE
US$10.99
ADS-TEC Energy
7D
7.6%
1Y
-21.7%