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

U.S. Heavy Electrical Equipment Industry Analysis

UpdatedJan 08, 2026
DataAggregated Company Financials
Companies23
  • 7D4.5%
  • 3M2.2%
  • 1Y85.1%
  • YTDn/a

In the last week, the Heavy Electrical Equipment industry is up 6.4%, with GE Vernova up 4.0%. During this same period, the Brenmiller Energy underperformed, falling 19%. In the last 12 months, the industry was up 88%. Earnings are forecast to grow by 33% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 08 Jan 2026US$221.6bUS$40.5bUS$626.9m16.4x353.5x5.5x
Sat, 06 Dec 2025US$210.4bUS$40.5bUS$639.0m15x329.2x5.2x
Mon, 03 Nov 2025US$208.8bUS$40.4bUS$1.3b55.5x161.2x5.2x
Wed, 01 Oct 2025US$197.6bUS$39.2bUS$762.1m82.6x259.2x5x
Fri, 29 Aug 2025US$195.8bUS$39.1bUS$764.9m149.2x256x5x
Sun, 27 Jul 2025US$203.5bUS$39.0bUS$743.5m88.7x273.8x5.2x
Tue, 24 Jun 2025US$157.6bUS$38.1bUS$1.5b43.9x103.4x4.1x
Thu, 22 May 2025US$138.3bUS$38.1bUS$1.5b39.3x90.7x3.6x
Sat, 19 Apr 2025US$98.6bUS$37.2bUS$1.2b32.5x80.7x2.7x
Mon, 17 Mar 2025US$97.3bUS$37.2bUS$1.2b28.7x78.5x2.6x
Wed, 12 Feb 2025US$123.6bUS$37.0bUS$1.3b41.9x98.3x3.3x
Fri, 10 Jan 2025US$116.2bUS$36.5bUS$970.4m46.8x119.7x3.2x
Sun, 08 Dec 2024US$112.7bUS$36.5bUS$968.7m13.1x116.3x3.1x
Tue, 05 Nov 2024US$93.4bUS$36.7bUS$784.8m8.4x119.1x2.5x
Thu, 03 Oct 2024US$79.9bUS$36.1bUS$713.5m10.6x112x2.2x
Sat, 31 Aug 2024US$62.0bUS$36.1bUS$709.4m8.2x87.3x1.7x
Mon, 29 Jul 2024US$58.2bUS$35.7bUS$576.8m8.7x100.8x1.6x
Wed, 26 Jun 2024US$59.3bUS$35.6b-US$809,130,613.009.1x-73.3x1.7x
Fri, 24 May 2024US$55.1bUS$35.6b-US$808,973,419.009.5x-68.1x1.5x
Sun, 21 Apr 2024US$42.7bUS$35.2b-US$1,010,912,218.006.6x-42.2x1.2x
Tue, 19 Mar 2024US$18.7bUS$2.0b-US$573,621,218.006.6x-32.5x9.5x
Thu, 15 Feb 2024US$17.3bUS$3.6b-US$889,771,470.0014.7x-19.5x4.8x
Sat, 13 Jan 2024US$27.9bUS$14.6b-US$2,458,191,419.0014.5x-11.4x1.9x
Mon, 11 Dec 2023US$26.5bUS$14.6b-US$2,455,822,419.0017.4x-10.8x1.8x
Wed, 08 Nov 2023US$28.2bUS$14.3b-US$2,410,491,201.001.4x-11.7x2x
Fri, 06 Oct 2023US$28.8bUS$14.3b-US$2,359,459,201.002.2x-12.2x2x
Sun, 03 Sep 2023US$29.9bUS$14.3b-US$2,346,012,201.002.2x-12.8x2.1x
Tue, 01 Aug 2023US$21.6bUS$14.2b-US$2,185,370,201.002.2x-9.9x1.5x
Thu, 29 Jun 2023US$21.8bUS$14.3b-US$2,186,440,653.002.2x-10x1.5x
Sat, 27 May 2023US$18.9bUS$14.3b-US$2,126,756,528.002.2x-8.9x1.3x
Mon, 24 Apr 2023US$19.4bUS$14.1b-US$2,125,797,892.00262.4x-9.1x1.4x
Wed, 22 Mar 2023US$18.5bUS$13.9b-US$2,098,004,849.002.6x-8.8x1.3x
Fri, 17 Feb 2023US$8.9bUS$3.1b-US$615,117,027.001.7x-14.5x2.8x
Sun, 15 Jan 2023US$10.1bUS$4.6b-US$521,071,027.006.2x-19.5x2.2x
Price to Earnings Ratio

-19.5x


Total Market Cap: US$10.1bTotal Earnings: -US$521,071,027.00Total Revenue: US$4.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Heavy Electrical Equipment Industry Price to Earnings3Y Average 61.9x202420252026
Current Industry PE
  • Investors are optimistic on the American Heavy Electrical Equipment industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 351x which is higher than its 3-year average PE of 61.6x.
  • The 3-year average PS ratio of 3.0x is lower than the industry's current PS ratio of 5.4x.
Past Earnings Growth
  • Total earnings for the Heavy Electrical Equipment industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 107% per year.
  • This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.

Industry Comparison

How does U.S. Heavy Electrical Equipment compare with similar industries?

US Market1.52%
Industrials3.24%
Electrical4.46%
Heavy Electrical Equipment4.54%
Electrical Components4.43%
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
BE Bloom EnergyUS$108.0024.3%
+US$5.0b		343.0%PE1672.9x
GEV GE VernovaUS$662.321.3%
+US$2.4b		80.7%PE105.5x
SMR NuScale PowerUS$19.4737.4%
+US$1.5b		-1.1%PS86.2x
NNE NANO Nuclear EnergyUS$31.3630.6%
+US$371.0m		16.8%PB7.1x
PSIX Power Solutions InternationalUS$64.0512.1%
+US$159.2m		96.8%PE12.2x

Latest News

NNE
US$31.36
NANO Nuclear Energy
7D
30.6%
1Y
16.8%
NRGV
US$5.43
Energy Vault Holdings
7D
17.8%
1Y
147.9%

NRGV: Reliance On $40M Tax Credits Will Challenge Future Cash Generation Sustainability

Analysts raised their price target on Energy Vault Holdings from $1.50 to $2, citing revenue and adjusted EBITDA that were in line with expectations, reaffirmed 2025 revenue guidance, and highlighted the company’s progress on cash generation supported by the expected monetization of about $40 million in Investment Tax Credits. Analyst Commentary Bullish Takeaways Bullish analysts point to the price target move to $2 as a sign that recent execution on revenue and adjusted EBITDA is broadly matching what the market was expecting, which can support confidence in the company’s current valuation framework.
BW
US$5.92
Babcock & Wilcox Enterprises
7D
-6.6%
1Y
263.2%
GEV
US$662.32
GE Vernova
7D
1.3%
1Y
80.7%
BE
US$108.00
Bloom Energy
7D
24.3%
1Y
343.0%
SMR
US$19.47
NuScale Power
7D
37.4%
1Y
-1.1%
NKLR
US$5.44
Terra Innovatum Global
7D
17.7%
1Y
-45.1%

Terra Innovatum: A Deep Dive Into Commercialization Targets And Capital Structure

Dec 22
NPWR
US$2.71
NET Power
7D
18.9%
1Y
-72.9%
PSIX
US$64.05
Power Solutions International
7D
12.1%
1Y
96.8%