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U.S. Heavy Electrical Equipment Industry Analysis

UpdatedJul 30, 2026
DataAggregated Company Financials
Companies28
  • 7D-12.1%
  • 3M-23.9%
  • 1Y38.2%
  • YTDn/a

Over the last 7 days, the Heavy Electrical Equipment industry has dropped 12%, driven by pullbacks from every company within the industry. This takes the industry's 12 month performance to a gain of 38%. Looking forward, earnings are forecast to grow by 17% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 30 Jul 2026US$323.9bUS$47.0bUS$8.6b20.6x37.5x6.9x
Sat, 27 Jun 2026US$413.3bUS$44.4bUS$8.3b24.9x49.8x9.3x
Mon, 25 May 2026US$399.4bUS$44.4bUS$8.0b29.8x50.1x9x
Wed, 22 Apr 2026US$346.8bUS$42.4bUS$3.7b15.3x93.2x8.2x
Fri, 20 Mar 2026US$293.5bUS$42.4bUS$3.7b11x78.7x6.9x
Sun, 15 Feb 2026US$275.0bUS$42.1bUS$3.7b31.5x73.9x6.5x
Tue, 13 Jan 2026US$212.0bUS$40.5bUS$626.9m17.6x338.2x5.2x
Thu, 11 Dec 2025US$233.1bUS$40.5bUS$639.0m15.9x364.8x5.8x
Sat, 08 Nov 2025US$196.2bUS$40.5bUS$1.1b53.3x186.8x4.8x
Mon, 06 Oct 2025US$200.1bUS$39.2bUS$756.2m79.6x264.6x5.1x
Wed, 03 Sep 2025US$193.6bUS$39.1bUS$764.9m136.5x253.1x4.9x
Fri, 01 Aug 2025US$206.5bUS$39.0bUS$743.5m91x277.7x5.3x
Sun, 29 Jun 2025US$156.0bUS$38.1bUS$1.5b46.1x102.4x4.1x
Tue, 27 May 2025US$144.3bUS$38.1bUS$1.5b40.1x94.7x3.8x
Thu, 24 Apr 2025US$99.3bUS$37.9bUS$1.6b30.6x61.9x2.6x
Sat, 22 Mar 2025US$106.8bUS$37.1bUS$1.2b27.9x89x2.9x
Mon, 17 Feb 2025US$117.4bUS$37.0bUS$1.3b40.9x93.5x3.2x
Wed, 15 Jan 2025US$119.4bUS$36.5bUS$970.4m49.3x123.1x3.3x
Fri, 13 Dec 2024US$110.3bUS$36.5bUS$968.2m42.1x113.9x3x
Sun, 10 Nov 2024US$107.2bUS$36.7bUS$950.3m9x112.8x2.9x
Tue, 08 Oct 2024US$83.4bUS$36.1bUS$713.5m11.5x116.9x2.3x
Thu, 05 Sep 2024US$61.8bUS$36.1bUS$713.1m8.1x86.7x1.7x
Sat, 03 Aug 2024US$57.3bUS$35.7bUS$576.8m7.8x99.3x1.6x
Mon, 01 Jul 2024US$57.4bUS$35.6b-US$809,130,613.008.5x-71x1.6x
Wed, 29 May 2024US$58.7bUS$35.6b-US$808,973,419.0011.4x-72.6x1.7x
Fri, 26 Apr 2024US$46.5bUS$35.2b-US$1,010,912,218.006.8x-46x1.3x
Sun, 24 Mar 2024US$18.0bUS$2.0b-US$571,101,218.006.6x-31.5x9.1x
Tue, 20 Feb 2024US$17.2bUS$3.5b-US$838,088,470.0015.3x-20.6x4.9x
Thu, 18 Jan 2024US$30.2bUS$14.6b-US$2,458,191,419.0014x-12.3x2.1x
Sat, 16 Dec 2023US$28.6bUS$14.6b-US$2,458,191,419.0017.4x-11.6x2x
Mon, 13 Nov 2023US$28.1bUS$14.6b-US$2,521,005,201.001.4x-11.1x1.9x
Wed, 11 Oct 2023US$29.2bUS$14.3b-US$2,359,459,201.002x-12.4x2x
Fri, 08 Sep 2023US$30.0bUS$14.3b-US$2,346,012,201.002.2x-12.8x2.1x
Sun, 06 Aug 2023US$24.3bUS$14.2b-US$2,193,344,201.002.2x-11.1x1.7x
Price to Earnings Ratio

-11.1x


Total Market Cap: US$24.3bTotal Earnings: -US$2,193,344,201.00Total Revenue: US$14.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Heavy Electrical Equipment Industry Price to Earnings3Y Average 81.1x202420252026
Current Industry PE
  • Investors are pessimistic on the American Heavy Electrical 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 37.5x which is lower than its 3-year average PE of 81.1x.
  • The 3-year average PS ratio of 4.1x is lower than the industry's current PS ratio of 6.9x.
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 49% 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 Market-2.63%
Industrials-2.55%
Electrical-11.14%
Heavy Electrical Equipment-12.11%
Electrical Components-10.60%
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
No data available

Latest News

BE
US$163.75
Bloom Energy
7D
-25.0%
1Y
335.3%
INIO
US$21.77
Innio
7D
-20.6%
1Y
n/a
New Narrative • Jul 29

AI Data Center Power Demand Will Drive Long‑Term Earnings Potential

Catalysts About Innio Innio provides gas engine based decentralized power solutions for data centers, power generation and compression customers worldwide. What are the underlying business or industry changes driving this perspective?
GEV
US$900.28
GE Vernova
7D
-8.6%
1Y
37.4%
BW
US$7.94
Babcock & Wilcox Enterprises
7D
-25.7%
1Y
798.0%
Narrative Update • Jul 24

BW: Future Capital Moves And Contracts May Support Repricing Potential

Analysts have lifted their price target on Babcock & Wilcox Enterprises to $26.00 from $10.00, citing updated assumptions that include a lower discount rate, higher projected revenue growth of 47.15%, an improved profit margin of 8.52%, and a slightly lower future P/E of 32.16x. What’s in the News for Babcock & Wilcox Enterprises Babcock & Wilcox Enterprises announced plans to fully redeem all $61.4m of its 6.50% Senior Notes due 2026 at par plus accrued interest, which would remove these notes from its capital structure.
DPC
US$44.23
DPC Holdings
7D
-5.7%
1Y
n/a
Seeking Alpha • Jul 23

DPC Holdings: Visible Customer-Funded Growth

Summary I rate DPC Holdings a buy, driven by robust demand, customer-funded capacity, and long-term contracts supporting growth and margin expansion. DPC’s mission-critical castings, high qualification barriers, and vertical integration underpin its competitive moat and recurring aftermarket revenue. Customer partnerships are expected to add >$200 million in annual revenue, with a backlog covering over 12 months of production and clear visibility to 2029. I target $87/share, reflecting margin expansion to 28% by FY2029 and premium multiples justified by supply constraints and pricing power. Read the full article on Seeking Alpha
XE
US$15.27
X-Energy
7D
-4.1%
1Y
n/a
SMR
US$7.59
NuScale Power
7D
-12.6%
1Y
-85.0%
Seeking Alpha • Jul 22

NuScale Power: The Only Approved SMR, But Priced For A Perfection It Can't Yet Prove

Summary NuScale remains pre-revenue, lacking binding module orders despite NRC approval and a strong regulatory lead over peers. SMR's valuation is rich, reflecting full optionality with an FY2030E P/E of ~815x and consensus revenue CAGR assumptions of ~133%. Anchored by TVA and Romania's Doicești projects, SMR benefits from tangible platforms and ~$1B liquidity with minimal liabilities. The conversion of optionality into contracted cash flow hinges on a binding TVA PPA or full RoPower financing to establish a commercial moat. Read the full article on Seeking Alpha
FPS
US$29.25
Forgent Power Solutions
7D
-24.7%
1Y
n/a