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U.S. Electrical Components Industry Analysis

UpdatedAug 06, 2026
DataAggregated Company Financials
Companies109
  • 7D15.1%
  • 3M-0.8%
  • 1Y40.3%
  • YTDn/a

The Electrical Components industry is up 15% in the last week, with Eaton up 24%. This takes the industry's 12 month performance to a gain of 40%. As for the next few years, earnings are expected to grow by 19% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 06 Aug 2026US$639.3bUS$131.6bUS$12.4b37.6x51.5x4.9x
Sat, 04 Jul 2026US$628.2bUS$127.5bUS$11.8b42.7x53.1x4.9x
Mon, 01 Jun 2026US$653.2bUS$128.0bUS$11.9b42.7x54.7x5.1x
Wed, 29 Apr 2026US$638.1bUS$125.8bUS$11.4b35.4x56.1x5.1x
Fri, 27 Mar 2026US$571.6bUS$124.8bUS$11.2b32.3x50.9x4.6x
Sun, 22 Feb 2026US$578.9bUS$124.4bUS$7.6b35.5x75.8x4.7x
Tue, 20 Jan 2026US$525.8bUS$121.4bUS$6.8b33.8x77.1x4.3x
Thu, 18 Dec 2025US$485.4bUS$121.2bUS$6.8b31.3x71.6x4x
Sat, 15 Nov 2025US$488.1bUS$121.2bUS$7.0b28.7x70x4x
Mon, 13 Oct 2025US$482.1bUS$118.2bUS$6.6b28.2x73.4x4.1x
Wed, 10 Sep 2025US$467.3bUS$118.0bUS$6.6b31.9x70.5x4x
Fri, 08 Aug 2025US$457.3bUS$117.6bUS$6.6b28x68.8x3.9x
Sun, 06 Jul 2025US$458.1bUS$115.5bUS$5.9b28.5x77.8x4x
Tue, 03 Jun 2025US$402.4bUS$115.3bUS$5.8b25.5x69x3.5x
Thu, 01 May 2025US$354.8bUS$114.9bUS$5.5b21x64x3.1x
Sat, 29 Mar 2025US$358.6bUS$114.4bUS$5.4b22.9x66.8x3.1x
Mon, 24 Feb 2025US$395.6bUS$114.5bUS$8.6b24.6x46x3.5x
Wed, 22 Jan 2025US$440.6bUS$114.7bUS$8.2b23.7x53.4x3.8x
Fri, 20 Dec 2024US$421.4bUS$114.6bUS$8.3b22.7x50.7x3.7x
Sun, 17 Nov 2024US$446.0bUS$115.7bUS$8.0b23.6x55.6x3.9x
Tue, 15 Oct 2024US$424.3bUS$115.1bUS$6.7b21x63.1x3.7x
Thu, 12 Sep 2024US$373.7bUS$115.2bUS$6.6b18.4x56.5x3.2x
Sat, 10 Aug 2024US$368.9bUS$115.2bUS$6.5b18.2x56.4x3.2x
Mon, 08 Jul 2024US$408.3bUS$121.4bUS$6.7b19.2x60.8x3.4x
Wed, 05 Jun 2024US$428.5bUS$124.0bUS$7.0b20.2x61.3x3.5x
Fri, 03 May 2024US$412.7bUS$124.8bUS$8.6b20.8x48.2x3.3x
Sun, 31 Mar 2024US$433.9bUS$123.8bUS$8.5b22.4x51.3x3.5x
Tue, 27 Feb 2024US$402.2bUS$125.9bUS$10.0b19.7x40.3x3.2x
Thu, 25 Jan 2024US$367.4bUS$124.6bUS$10.4b18.9x35.3x2.9x
Sat, 23 Dec 2023US$374.6bUS$124.7bUS$10.4b20.8x36.1x3x
Mon, 20 Nov 2023US$339.0bUS$124.4bUS$10.4b18.7x32.5x2.7x
Wed, 18 Oct 2023US$344.9bUS$129.7bUS$13.8b18.9x24.9x2.7x
Fri, 15 Sep 2023US$358.9bUS$129.8bUS$13.9b21.5x25.8x2.8x
Sun, 13 Aug 2023US$364.3bUS$130.4bUS$14.2b20.9x25.7x2.8x
Price to Earnings Ratio

25.7x


Total Market Cap: US$364.3bTotal Earnings: US$14.2bTotal Revenue: US$130.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Components Industry Price to Earnings3Y Average 55.8x202420252026
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 51.5x which is lower than its 3-year average PE of 55.8x.
  • The 3-year average PS ratio of 3.7x is lower than the industry's current PS ratio of 4.9x.
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 Market5.51%
Industrials6.11%
Electrical16.30%
Electrical Components15.06%
Heavy Electrical Equipment18.55%
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$447.2823.6%
+US$33.2b		24.9%PE45.4x
VRT Vertiv Holdings CoUS$277.9424.6%
+US$21.1b		98.9%PE61.8x
EMR Emerson ElectricUS$162.4711.5%
+US$9.0b		21.3%PE35.2x
NVT nVent ElectricUS$162.0421.3%
+US$4.6b		79.6%PE44.4x
AME AMETEKUS$254.768.3%
+US$4.5b		37.4%PE37.1x

Latest News

EMR
US$162.47
Emerson Electric
7D
11.5%
1Y
21.3%
ROK
US$450.05
Rockwell Automation
7D
-2.0%
1Y
36.9%
NVT
US$162.04
nVent Electric
7D
21.3%
1Y
79.6%
VICR
US$219.08
Vicor
7D
19.9%
1Y
374.9%
RRX
US$183.24
Regal Rexnord
7D
-2.3%
1Y
25.8%
TYGO
US$1.29
Tigo Energy
7D
-16.2%
1Y
0.8%
VRT
US$277.94
Vertiv Holdings Co
7D
24.6%
1Y
98.9%
AME
US$254.76
AMETEK
7D
8.3%
1Y
37.4%
Narrative Update • Aug 05

AME: Record Results And Order Momentum Will Shape Measured Future Upside

Analysts have modestly lifted their fair value estimate for AMETEK from $259.05 to about $265.33. They cited updated sector work that includes higher Street price targets in the $245 to $303 range and ongoing support from demand across power, data center, aerospace and defense, and infrastructure end markets.
GNRC
US$217.41
Generac Holdings
7D
11.4%
1Y
12.1%
Narrative Update • Aug 04

GNRC: Data Center Contract Backlog Will Test Execution While Supporting Balanced Outlook

Generac Holdings' updated analyst price target of $214, revised from $223, reflects analysts balancing a slightly lower valuation multiple with expectations for supportive data center contracts, improving commercial and industrial trends, and a modestly stronger revenue growth and profit margin profile. Analyst Commentary Recent Street research on Generac Holdings presents a mixed picture, with several firms highlighting strong data center momentum and a growing power-resiliency platform, while others flag valuation constraints and execution risks as the story becomes more complex.
ETN
US$447.28
Eaton
7D
23.6%
1Y
24.9%
Narrative Update • Aug 04

ETN: Future Returns Will Balance AI Datacenters And Mobility Deal Execution

Analysts have increased the Eaton fair value estimate from $451.73 to $464.59 as they factor in higher price targets tied to strong Q2 results, growing datacenter backlog visibility, and improving confidence in the company's execution. Analyst Commentary Recent research updates on Eaton focus heavily on how Q2 execution, datacenter demand and capital allocation feed into the stock's valuation and growth profile.
SDST
US$0.63
Stardust Power
7D
-35.1%
1Y
-84.3%
SPWR
US$0.27
SunPower
7D
-11.5%
1Y
-81.5%
Narrative Update • Jul 29

SPWR: Guidance Execution And Loss Reduction Will Drive Future Repricing

Analysts have reduced their SunPower price target from $5.40 to $4.00, reflecting lower revenue growth expectations, revised profit margin assumptions, and a reduced future P/E multiple following recent earnings and guidance updates. What’s in the News for SunPower SunPower issued earnings guidance for Q3 2026, indicating an expected revenue level of at least $75 million and a targeted reduction in operating loss from $12.5 million in Q2 2026 to less than $1.0 million.
HUBB
US$513.58
Hubbell
7D
11.4%
1Y
21.3%
Narrative Update • Jul 29

HUBB: NSI Integration And Capital Returns Will Support Future Stock Performance

Hubbell's analyst price target has moved from $605 to $630, as analysts point to adjusted assumptions for fair value, growth, profitability and future P/E that align with recent upward revisions from firms such as Stephens and Barclays. Analyst Commentary Recent research updates on Hubbell highlight a more optimistic tone from bullish analysts, who are recalibrating their fair value work to reflect revised assumptions for growth, profitability and future P/E multiples.
FCEL
US$21.14
FuelCell Energy
7D
-10.5%
1Y
387.1%
Narrative Update • Jul 27

FCEL: Data Center Power Deals And Capacity Expansion Will Drive Future Upside

Analysts have raised the FuelCell Energy fair value estimate from $30 to $32, citing higher price targets linked to recent upgrades, new Fit Energy and Siemens collaborations, EXIM-backed project financing, and increased confidence in data center orders that support slightly stronger margins and a higher future P/E multiple. Analyst Commentary Recent research commentary on FuelCell Energy points to a clear shift in sentiment, with several bullish analysts citing new commercial agreements, data center exposure, and access to export credit financing as key supports for the stock's updated valuation frameworks.
PN
US$6.89
PN Smart Energy
7D
-35.7%
1Y
-88.5%
ADSE
US$11.57
ADS-TEC Energy
7D
-4.2%
1Y
1.2%