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U.S. Electrical Components Industry Analysis

UpdatedDec 17, 2025
DataAggregated Company Financials
Companies104
  • 7D-2.9%
  • 3M3.8%
  • 1Y11.1%
  • YTDn/a

Over the last 7 days, the Electrical Components industry has dropped 2.8%, driven by a pullback from Vertiv Holdings Co of 9.3%. This takes the industry's 12 month performance to a gain of 10%. 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
Wed, 17 Dec 2025US$491.2bUS$121.2bUS$6.8b32.1x72.4x4.1x
Fri, 14 Nov 2025US$508.9bUS$121.3bUS$6.9b29.4x73.4x4.2x
Sun, 12 Oct 2025US$482.0bUS$118.2bUS$6.6b28.2x73.4x4.1x
Tue, 09 Sep 2025US$456.1bUS$118.0bUS$6.6b30.1x68.8x3.9x
Thu, 07 Aug 2025US$463.1bUS$117.5bUS$6.5b28.5x71.1x3.9x
Sat, 05 Jul 2025US$458.1bUS$115.5bUS$5.9b28.5x77.8x4x
Mon, 02 Jun 2025US$402.4bUS$115.3bUS$5.8b26x69x3.5x
Wed, 30 Apr 2025US$353.4bUS$114.9bUS$5.5b20.8x63.9x3.1x
Fri, 28 Mar 2025US$365.5bUS$114.4bUS$5.2b23.6x70.2x3.2x
Sun, 23 Feb 2025US$395.7bUS$114.5bUS$8.6b24.6x46x3.5x
Tue, 21 Jan 2025US$440.6bUS$114.7bUS$8.2b23.5x53.4x3.8x
Thu, 19 Dec 2024US$439.1bUS$114.6bUS$8.3b22.8x52.9x3.8x
Sat, 16 Nov 2024US$451.6bUS$115.8bUS$8.0b24x56.6x3.9x
Mon, 14 Oct 2024US$424.3bUS$115.1bUS$6.7b21x63.1x3.7x
Wed, 11 Sep 2024US$364.3bUS$115.2bUS$6.6b17.9x55.1x3.2x
Fri, 09 Aug 2024US$355.7bUS$115.7bUS$6.6b18x54x3.1x
Sun, 07 Jul 2024US$408.3bUS$121.4bUS$6.7b19.2x60.8x3.4x
Tue, 04 Jun 2024US$437.0bUS$124.0bUS$7.0b20.7x62.5x3.5x
Thu, 02 May 2024US$417.4bUS$124.6bUS$8.6b20.4x48.7x3.3x
Sat, 30 Mar 2024US$433.9bUS$124.0bUS$8.5b22.2x51.2x3.5x
Mon, 26 Feb 2024US$399.9bUS$125.9bUS$10.0b19.5x40x3.2x
Wed, 24 Jan 2024US$366.9bUS$124.6bUS$10.4b19.2x35.3x2.9x
Fri, 22 Dec 2023US$365.8bUS$124.7bUS$10.4b20.5x35.2x2.9x
Sun, 19 Nov 2023US$335.2bUS$124.6bUS$10.5b18.7x31.9x2.7x
Tue, 17 Oct 2023US$341.5bUS$129.7bUS$13.8b18.6x24.7x2.6x
Thu, 14 Sep 2023US$359.2bUS$129.8bUS$13.9b20.9x25.8x2.8x
Sat, 12 Aug 2023US$364.3bUS$130.4bUS$14.2b20.9x25.7x2.8x
Mon, 10 Jul 2023US$334.2bUS$116.7bUS$10.0b25.9x33.5x2.9x
Wed, 07 Jun 2023US$312.2bUS$116.8bUS$9.8b25x31.9x2.7x
Fri, 05 May 2023US$286.8bUS$116.2bUS$10.0b17.7x28.7x2.5x
Sun, 02 Apr 2023US$305.6bUS$114.0bUS$9.8b19.1x31.1x2.7x
Tue, 28 Feb 2023US$305.3bUS$113.1bUS$9.5b21.1x32.1x2.7x
Thu, 26 Jan 2023US$296.3bUS$109.5bUS$9.3b21.5x32x2.7x
Sat, 24 Dec 2022US$284.2bUS$109.4bUS$9.3b19.8x30.6x2.6x
Price to Earnings Ratio

30.6x


Total Market Cap: US$284.2bTotal 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 49.8x202320242025
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 72.5x which is higher than its 3-year average PE of 49.7x.
  • The 3-year average PS ratio of 3.3x is lower than the industry's current PS ratio of 4.1x.
Past Earnings Growth
  • The earnings for companies in the Electrical Components and Equipment industry have declined 10.0% 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 Market-0.86%
Industrials1.34%
Electrical-0.69%
Electrical Components-2.88%
Heavy Electrical Equipment4.69%
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
AME AMETEKUS$201.783.0%
+US$1.3b		8.1%PE31.6x
PLUG Plug PowerUS$2.293.6%
+US$109.9m		-6.9%PS4.7x
SHLS Shoals Technologies GroupUS$8.545.7%
+US$77.0m		73.6%PE43x
ROK Rockwell AutomationUS$401.080.1%
+US$52.8m		36.7%PE51.9x
ARRY Array TechnologiesUS$8.513.9%
+US$48.9m		55.6%PS1x

Latest News

AME
US$201.78
AMETEK
7D
3.0%
1Y
8.1%
NVT
US$102.41
nVent Electric
7D
-4.7%
1Y
41.0%
EOSE
US$13.28
Eos Energy Enterprises
7D
-11.2%
1Y
239.7%

EOSE: Future Performance Will Hinge On Scaling Production Amid Mounting Transparency Concerns

Analysts have raised their price targets on Eos Energy Enterprises, in some cases doubling prior estimates to levels such as $12 and $22 per share. They cite growing confidence in the company's differentiated battery technology, domestic manufacturing footprint, and improving visibility on scaling and profitability supported by recent strategic funding and large contract wins.
ATKR
US$64.05
Atkore
7D
1.0%
1Y
-24.9%
SHLS
US$8.54
Shoals Technologies Group
7D
5.7%
1Y
73.6%

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.
ETN
US$329.93
Eaton
7D
-3.5%
1Y
-4.9%

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.
VRT
US$160.66
Vertiv Holdings Co
7D
-9.9%
1Y
33.1%
AYI
US$357.34
Acuity
7D
-3.7%
1Y
14.2%
ROK
US$401.08
Rockwell Automation
7D
0.1%
1Y
36.7%

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$134.09
Emerson Electric
7D
-0.9%
1Y
4.7%

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.
ARRY
US$8.51
Array Technologies
7D
3.9%
1Y
55.6%

ARRY Turnaround Progress Will Drive Margin Recovery Through 2026 Outlook

Analysts have modestly lifted their price target on Array Technologies, reflecting greater confidence in the company’s turnaround prospects and improved positioning for 2026 and 2027, as evidenced by multiple recent target hikes to the $9 to $15 range and reiterated Buy ratings. Analyst Commentary Street research on Array Technologies has turned incrementally more constructive, with a growing group of bullish analysts highlighting execution on the turnaround plan and improved medium term visibility, even as a minority of bearish analysts continues to flag macro and policy risks that could constrain valuation.
THR
US$39.04
Thermon Group Holdings
7D
0.5%
1Y
27.6%

THR: Share Repurchases Will Support Stable Outlook And Fairly Priced Shares

Narrative Update on Analyst Price Target for Thermon Group Holdings Analysts have maintained their price target for Thermon Group Holdings at approximately $37.00 per share, with only immaterial adjustments to the underlying discount rate, revenue growth, profit margin, and future P/E assumptions. This reflects a broadly unchanged fundamental outlook.
PLUG
US$2.29
Plug Power
7D
3.6%
1Y
-6.9%

PLUG: Falling Rates Will Support A Healthier Clean Tech Upcycle

Analysts have raised their price target on Plug Power, roughly adding $1.90 per share. They cited expectations that a newly emerging, healthier cycle for U.S. clean tech, supported by falling interest rates and more realistic policy and growth assumptions, could improve the company’s long term prospects.
FLNC
US$21.31
Fluence Energy
7D
-11.0%
1Y
25.1%

FLNC: Future Returns Will Be Constrained By Muted U.S. Bookings

Analysts have raised their price target for Fluence Energy by approximately $3.50 to reflect improved expectations for revenue growth, profitability, and long term execution amid strengthening utility scale and data center driven demand. Analyst Commentary Recent research updates reflect a more constructive but still measured stance on Fluence Energy, with several firms raising price targets alongside a focus on execution risk, policy exposure, and demand visibility.
RRX
US$144.21
Regal Rexnord
7D
-3.1%
1Y
-11.3%
ULBI
US$5.79
Ultralife
7D
6.2%
1Y
-25.4%