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U.S. Electrical Components Industry Analysis

UpdatedAug 20, 2026
DataAggregated Company Financials
Companies111
  • 7D-6.6%
  • 3M-2.1%
  • 1Y36.2%
  • YTDn/a

Over the last 7 days, the Electrical Components industry has dropped 4.1%, driven by a pullback from Eaton of 7.7%. This takes the industry's 12 month performance to a gain of 37%. Looking forward, 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, 20 Aug 2026US$625.1bUS$132.0bUS$12.3b35.9x50.8x4.7x
Sat, 18 Jul 2026US$614.4bUS$127.5bUS$11.9b38.6x51.8x4.8x
Mon, 15 Jun 2026US$634.5bUS$127.4bUS$11.9b38.1x53.5x5x
Wed, 13 May 2026US$674.8bUS$127.9bUS$12.0b37.6x56.3x5.3x
Fri, 10 Apr 2026US$591.1bUS$125.3bUS$11.0b35.3x53.6x4.7x
Sun, 08 Mar 2026US$539.5bUS$124.7bUS$11.3b32x47.7x4.3x
Tue, 03 Feb 2026US$538.4bUS$121.7bUS$6.8b35.6x78.8x4.4x
Thu, 01 Jan 2026US$485.1bUS$121.3bUS$6.8b31.5x71.3x4x
Sat, 29 Nov 2025US$494.9bUS$121.2bUS$6.8b31.9x73.3x4.1x
Mon, 27 Oct 2025US$512.9bUS$119.1bUS$6.8b30.7x75x4.3x
Wed, 24 Sep 2025US$486.3bUS$118.0bUS$6.6b29.2x74x4.1x
Fri, 22 Aug 2025US$450.7bUS$118.0bUS$6.6b30.2x68.1x3.8x
Sun, 20 Jul 2025US$468.3bUS$115.5bUS$5.9b28.1x79.4x4.1x
Tue, 17 Jun 2025US$412.1bUS$115.3bUS$5.9b26.2x69.7x3.6x
Thu, 15 May 2025US$411.2bUS$115.0bUS$5.9b22x70x3.6x
Sat, 12 Apr 2025US$326.7bUS$114.5bUS$5.4b20.2x60.9x2.9x
Mon, 10 Mar 2025US$373.4bUS$114.4bUS$5.2b24.5x71.4x3.3x
Wed, 05 Feb 2025US$414.0bUS$114.7bUS$8.3b23.5x49.7x3.6x
Fri, 03 Jan 2025US$421.3bUS$114.6bUS$8.3b22.7x50.6x3.7x
Sun, 01 Dec 2024US$464.1bUS$114.6bUS$8.2b24.6x56.4x4x
Tue, 29 Oct 2024US$419.7bUS$115.4bUS$6.9b21.6x61x3.6x
Thu, 26 Sep 2024US$403.4bUS$115.1bUS$6.7b19.8x60.3x3.5x
Sat, 24 Aug 2024US$379.1bUS$115.2bUS$6.6b19.4x57.7x3.3x
Mon, 22 Jul 2024US$412.8bUS$121.4bUS$6.7b21.3x61.6x3.4x
Wed, 19 Jun 2024US$420.3bUS$124.0bUS$7.0b19.7x59.9x3.4x
Fri, 17 May 2024US$444.2bUS$125.2bUS$8.7b19.5x51.2x3.5x
Sun, 14 Apr 2024US$432.7bUS$123.9bUS$8.4b21.4x51.2x3.5x
Tue, 12 Mar 2024US$409.8bUS$124.0bUS$8.5b22.2x48.4x3.3x
Thu, 08 Feb 2024US$375.6bUS$125.6bUS$10.6b19.4x35.4x3x
Sat, 06 Jan 2024US$361.5bUS$124.6bUS$10.4b19.7x34.8x2.9x
Mon, 04 Dec 2023US$348.8bUS$124.6bUS$10.4b19.1x33.4x2.8x
Wed, 01 Nov 2023US$317.4bUS$130.8bUS$14.1b17x22.4x2.4x
Fri, 29 Sep 2023US$350.3bUS$129.9bUS$13.9b20.9x25.1x2.7x
Sun, 27 Aug 2023US$363.6bUS$129.8bUS$14.0b20.5x26.1x2.8x
Price to Earnings Ratio

26.1x


Total Market Cap: US$363.6bTotal 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 56.2x202420252026
Current Industry PE
  • Investors are relatively neutral on the American Electrical Components and Equipment industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 56.2x.
  • The 3-year average PS ratio of 3.7x is lower than the industry's current PS ratio of 5.0x.
Past Earnings Growth
  • The earnings for companies in the Electrical Components and Equipment industry have declined 4.1% 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 Market-0.79%
Industrials-2.50%
Electrical-6.57%
Electrical Components-6.59%
Heavy Electrical Equipment-6.53%
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
ENS EnerSysUS$193.953.9%
+US$260.8m		98.7%PE19.8x
ADSE ADS-TEC EnergyUS$11.950.6%
+US$5.3m		1.3%PS24.3x
GWH ESS TechUS$0.6920.0%
+US$3.8m		-57.4%PE-0.3x
SPWR SunPowerUS$0.258.4%
+US$3.2m		-84.7%PS0.1x
STEM StemUS$5.765.7%
+US$3.1m		-65.0%PS0.4x

Latest News

ETN
US$424.67
Eaton
7D
-7.7%
1Y
22.7%
AME
US$243.22
AMETEK
7D
-5.9%
1Y
32.7%
Narrative Update • Aug 19

AME: Sector Tailwinds And Order Momentum Will Shape Measured Forward Upside

AMETEK's analyst fair value estimate has increased from $265.33 to $277.50, with analysts citing stronger order momentum, broader organic sales, and support from sectors such as aerospace, semiconductors, power, automation, and data centers. Analyst Commentary Recent research commentary on AMETEK points to a generally constructive view on the company, with several firms adjusting their price targets higher after Q2 results and updated guidance.
STEM
US$5.76
Stem
7D
5.7%
1Y
-65.0%
ROK
US$433.27
Rockwell Automation
7D
-4.0%
1Y
27.6%
Seeking Alpha • Aug 17

Rockwell Automation: Durable Margin Expansion And Reshoring Momentum Support $564 Price Target

Summary I reiterate a Strong Buy rating on Rockwell Automation with a $564/share price target, supported by robust end-market outlooks and margin expansion from software revenue. Rockwell Automation is positioned for durable, margin-accretive growth as digital transformation, manufacturing reshoring, and automation drive demand, especially in software platforms. ROK's Logix platform is set to benefit from surging data center infrastructure investments, while the semiconductor, electrical equipment, aerospace & defense, and pharmaceuticals markets offer major growth opportunities. Despite memory chip headwinds, ROK's financial strength, improving leverage, and resilient end-market demand underpin confidence in sustained earnings and valuation upside. Read the full article on Seeking Alpha
NVT
US$156.88
nVent Electric
7D
-8.3%
1Y
78.2%
Seeking Alpha • Aug 17

nVent: Exceptional Growth, But The Easy Money Has Been Made

Summary nVent Electric delivered 53% revenue growth and 69% adjusted EPS growth, driven by surging data-center demand and robust backlog. NVT's premium valuation—33.5x 2026 adjusted earnings—is justified by rapid data-center exposure, accelerating capacity, and consistent upward estimate revisions. Management raised 2026 organic growth guidance to 32%-34% and adjusted EPS to $5.00-$5.10, with backlog and new facilities supporting multi-year visibility. I maintain a Hold with an upside bias: NVT is an exceptional operator, but current valuation prices in continued execution and strong demand. Read the full article on Seeking Alpha
BEEM
US$1.21
Beam Global
7D
4.3%
1Y
-50.2%
NXT
US$92.12
Nextpower
7D
-11.1%
1Y
39.3%
Narrative Update • Aug 15

NXT: Raised Guidance And Buybacks Will Support Future Upside Potential

Analysts have reduced their price target on Nextpower from $182 to $175, reflecting updated assumptions that include higher projected revenue growth, slightly lower expected profit margins, and a reduced future P/E multiple. What’s in the News for Nextpower Nextpower missed Wall Street revenue expectations in Q2 CY2026 on sales of US$935.2 million, recorded year on year sales growth of 8.2%, raised full year revenue and adjusted EPS guidance, reported a slight decline in operating margin, and reported an improvement in free cash flow margin.
EMR
US$157.60
Emerson Electric
7D
-3.8%
1Y
20.4%
VRT
US$261.00
Vertiv Holdings Co
7D
-9.5%
1Y
104.6%
Narrative Update • Aug 13

VRT: AI Data Center Infrastructure Demand Will Drive Future Upside

Analysts now set a lower price target for Vertiv Holdings Co at $427, down from $461. This change reflects updated views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions.
GWH
US$0.69
ESS Tech
7D
20.0%
1Y
-57.4%
ENS
US$193.95
EnerSys
7D
3.9%
1Y
98.7%
SPWR
US$0.25
SunPower
7D
8.4%
1Y
-84.7%
Narrative Update • Aug 13

SPWR: Funding Progress And Cost Cuts Will Support Turnaround Delivery

Analysts have cut their SunPower price target from $5.40 to $3.30 after the company missed expectations and lowered its Q3 outlook. Recent delays in jobs submitted for funding have led some to view SunPower as a “show me” story that still needs to deliver on its guidance.
FLUX
US$0.71
Flux Power Holdings
7D
21.6%
1Y
-58.2%
HUBB
US$475.64
Hubbell
7D
-7.3%
1Y
10.6%
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.
ADSE
US$11.95
ADS-TEC Energy
7D
0.6%
1Y
1.3%
ZOOZ
US$5.48
ZOOZ Strategy
7D
3.4%
1Y
-82.7%