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

U.S. Electrical Components Industry Analysis

UpdatedFeb 27, 2026
DataAggregated Company Financials
Companies108
  • 7D1.7%
  • 3M18.4%
  • 1Y54.0%
  • YTDn/a

In the last week, the Electrical Components industry is up 1.7%, with Vertiv Holdings Co up 6.7%. In the same time, Nextpower was down 7.9%. In the last 12 months, the industry was up 54%. 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
Fri, 27 Feb 2026US$588.2bUS$124.4bUS$7.7b34.4x76.8x4.7x
Sun, 25 Jan 2026US$526.1bUS$121.7bUS$6.8b32.6x77x4.3x
Tue, 23 Dec 2025US$481.6bUS$121.2bUS$6.8b32x70.9x4x
Thu, 20 Nov 2025US$474.5bUS$121.5bUS$6.9b28.8x68.9x3.9x
Sat, 18 Oct 2025US$502.1bUS$118.2bUS$6.6b30.4x76.5x4.2x
Mon, 15 Sep 2025US$468.9bUS$118.0bUS$6.6b30.3x71.3x4x
Wed, 13 Aug 2025US$456.5bUS$117.8bUS$6.7b32.4x68.5x3.9x
Fri, 11 Jul 2025US$456.7bUS$115.5bUS$5.9b28x77.5x4x
Sun, 08 Jun 2025US$416.8bUS$115.3bUS$5.9b26.4x70.8x3.6x
Tue, 06 May 2025US$366.1bUS$115.4bUS$5.8b20.5x63.1x3.2x
Thu, 03 Apr 2025US$350.8bUS$114.4bUS$5.4b22.6x65.2x3.1x
Sat, 01 Mar 2025US$385.7bUS$114.4bUS$5.9b23.9x64.8x3.4x
Mon, 27 Jan 2025US$460.4bUS$114.7bUS$8.2b24x55.9x4x
Wed, 25 Dec 2024US$431.5bUS$114.6bUS$8.3b23x52x3.8x
Fri, 22 Nov 2024US$454.2bUS$114.1bUS$8.3b23.1x54.9x4x
Sun, 20 Oct 2024US$426.2bUS$115.1bUS$6.8b21.7x62.7x3.7x
Tue, 17 Sep 2024US$382.8bUS$115.1bUS$6.7b19x57.4x3.3x
Thu, 15 Aug 2024US$374.5bUS$115.2bUS$6.6b18.4x57.1x3.3x
Sat, 13 Jul 2024US$424.9bUS$121.4bUS$6.7b20.2x63.3x3.5x
Mon, 10 Jun 2024US$417.3bUS$124.0bUS$7.0b20x59.6x3.4x
Wed, 08 May 2024US$426.3bUS$125.0bUS$8.5b22x50.2x3.4x
Fri, 05 Apr 2024US$435.6bUS$123.8bUS$8.4b22.5x51.6x3.5x
Sun, 03 Mar 2024US$415.0bUS$124.1bUS$8.5b20.7x48.8x3.3x
Tue, 30 Jan 2024US$365.9bUS$124.6bUS$10.4b20.1x35.1x2.9x
Thu, 28 Dec 2023US$378.2bUS$124.6bUS$10.4b21.1x36.4x3x
Sat, 25 Nov 2023US$337.8bUS$124.4bUS$10.4b19.1x32.5x2.7x
Mon, 23 Oct 2023US$317.5bUS$129.7bUS$13.8b17.3x22.9x2.4x
Wed, 20 Sep 2023US$358.4bUS$129.8bUS$13.9b20.8x25.7x2.8x
Fri, 18 Aug 2023US$357.5bUS$130.4bUS$14.2b20.2x25.1x2.7x
Sun, 16 Jul 2023US$345.5bUS$116.7bUS$10.0b26.7x34.6x3x
Tue, 13 Jun 2023US$322.2bUS$116.8bUS$9.8b25.9x32.9x2.8x
Thu, 11 May 2023US$290.3bUS$116.2bUS$9.8b20.6x29.5x2.5x
Sat, 08 Apr 2023US$281.3bUS$114.1bUS$10.0b17.8x28.1x2.5x
Mon, 06 Mar 2023US$318.5bUS$113.6bUS$9.8b22.2x32.5x2.8x
Price to Earnings Ratio

32.5x


Total Market Cap: US$318.5bTotal Earnings: US$9.8bTotal Revenue: US$113.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Components Industry Price to Earnings3Y Average 52.6x202420252026
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 76.8x which is higher than its 3-year average PE of 52.6x.
  • The 3-year average PS ratio of 3.4x is lower than the industry's current PS ratio of 4.7x.
Past Earnings Growth
  • The earnings for companies in the Electrical Components and Equipment industry have declined 7.9% per year over the last three years.
  • Meanwhile revenues for these companies have grown 3.1% 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 Market0.58%
Industrials0.061%
Electrical2.78%
Electrical Components1.73%
Heavy Electrical Equipment4.85%
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
VRT Vertiv Holdings CoUS$259.236.7%
+US$6.2b		180.5%PE74.4x
VICR VicorUS$205.6434.5%
+US$2.4b		233.4%PE77.5x
ROK Rockwell AutomationUS$411.304.0%
+US$1.8b		44.7%PE46.8x
AME AMETEKUS$236.961.8%
+US$964.0m		26.5%PE36.7x
EMR Emerson ElectricUS$152.720.9%
+US$798.0m		27.3%PE37.2x

Latest News

EOSE
US$6.74
Eos Energy Enterprises
7D
-37.0%
1Y
54.2%
ETN
US$374.59
Eaton
7D
-0.7%
1Y
29.0%
VICR
US$205.64
Vicor
7D
34.5%
1Y
233.4%
GNRC
US$234.35
Generac Holdings
7D
3.0%
1Y
72.0%
ROK
US$411.30
Rockwell Automation
7D
4.0%
1Y
44.7%
ARRY
US$7.28
Array Technologies
7D
-33.4%
1Y
11.1%
ENS
US$171.13
EnerSys
7D
-3.2%
1Y
67.5%

ENS: Share Repurchases And Stable Margins Will Support Future Cash Returns

Analysts have kept their fair value estimate for EnerSys steady at $188.10 per share, with only modest tweaks to inputs such as the discount rate, long term revenue growth, profit margin and future P/E, supporting an unchanged price target view. What's in the News EnerSys reported that, from September 29, 2025 to December 28, 2025, it repurchased 671,733 shares, representing 1.81% of shares, for a total of US$85.89 million under its existing buyback program (Key Developments).
VRT
US$259.23
Vertiv Holdings Co
7D
6.7%
1Y
180.5%

The Infrastructure AI Cannot Be Built Without

Synopsis Approximately 80% of Gen Z university students are "concerned" or "very concerned" about climate change, with many extending this anxiety to the environmental toll of AI. Headlines warn of data centres drinking millions of litres of water daily, but water is the symptom, not the disease.
SHLS
US$6.35
Shoals Technologies Group
7D
-37.7%
1Y
82.2%
EMR
US$152.72
Emerson Electric
7D
0.9%
1Y
27.3%

EMR: Higher Long Term Margins And P/E Framework Will Support Upside

We are lifting our analyst price target framework for Emerson Electric to $204, with analysts pointing to updated assumptions for revenue growth, profit margins and future P/E as key supports for the higher fair value view. Analyst Commentary Recent Street research around Emerson Electric reflects an active debate, but with a clear cluster of higher price targets from bullish analysts who are leaning into a stronger long term earnings and cash generation profile for the company.
AYI
US$307.53
Acuity
7D
-1.5%
1Y
2.8%

AYI: Q1 Execution And Pullback Will Support Future Shareholder Returns

Narrative update on Acuity Analysts have trimmed their average price targets for Acuity, with recent revisions such as $425 to $410 and $408 to $375. These changes reflect concerns around softer ABL segment margins, potential Q1 pull forward, and pricing power, even as Q1 results came in ahead of expectations.
RRX
US$220.80
Regal Rexnord
7D
3.3%
1Y
69.9%

RRX: Street EPS And Margin Assumptions Will Shape Balanced Risk Reward

Our updated narrative for Regal Rexnord reflects a higher analyst price target of $232.36, up from $204.91, with analysts pointing to refined assumptions for margins, discount rate, revenue growth, and future P/E following a series of price target increases across major research firms. Analyst Commentary Recent Street research on Regal Rexnord clusters around a series of higher price targets, with several firms revisiting their models at roughly the same time.
NVT
US$121.79
nVent Electric
7D
4.2%
1Y
103.2%
HUBB
US$524.19
Hubbell
7D
-0.5%
1Y
42.0%

HUBB: Firmer AI Demand And Richer P/E Assumptions Will Shape Returns

The analyst fair value estimate for Hubbell moves to $585 from $575, with analysts pointing to a higher assumed future P/E multiple and recent price target increases across the Street as key supports for the change. Analyst Commentary Bullish analysts have been lifting their price targets on Hubbell in recent months, and that cluster of positive revisions is a key factor behind the higher fair value estimate.
AME
US$236.96
AMETEK
7D
1.8%
1Y
26.5%

AME: AI Demand And Execution Versus Mixed P/E Expectations Will Guide Returns

Analysts have nudged their targets on AMETEK higher, with our updated fair value estimate edging up by about $0.29 to $248.29 as they factor in slightly lower assumed revenue growth, a modestly higher profit margin, a somewhat lower future P/E multiple, and a small reduction in the discount rate. Analyst Commentary Street research on AMETEK has been active recently, with several firms adjusting ratings and targets as they refresh models after recent quarters and outlook updates.
NXT
US$106.86
Nextpower
7D
-7.9%
1Y
137.4%