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U.S. Electrical Industry Analysis

UpdatedApr 13, 2026
DataAggregated Company Financials
Companies131
  • 7D10.6%
  • 3M25.5%
  • 1Y113.5%
  • YTD28.7%

In the last week, the Electrical industry is up 11%, with GE Vernova up 10%. In the same time, NuScale Power was down 9.4%. In the last 12 months, the industry was up 113%. Earnings are forecast to grow by 20% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 13 Apr 2026US$939.3bUS$167.6bUS$14.7b35x63.7x5.6x
Wed, 11 Mar 2026US$843.7bUS$166.9bUS$15.0b32.7x56.3x5.1x
Fri, 06 Feb 2026US$805.0bUS$165.2bUS$11.0b34.8x73.3x4.9x
Sun, 04 Jan 2026US$716.4bUS$161.8bUS$7.4b30.5x96.4x4.4x
Tue, 02 Dec 2025US$696.9bUS$161.8bUS$7.4b30.7x94.2x4.3x
Thu, 30 Oct 2025US$715.3bUS$159.5bUS$8.0b29.4x89.2x4.5x
Sat, 27 Sep 2025US$666.5bUS$157.1bUS$7.3b29.3x90.9x4.2x
Mon, 25 Aug 2025US$650.2bUS$157.1bUS$7.4b31.5x88.1x4.1x
Wed, 23 Jul 2025US$642.3bUS$153.6bUS$7.4b28.7x86.6x4.2x
Fri, 20 Jun 2025US$578.0bUS$153.4bUS$7.4b27.8x77.7x3.8x
Sun, 18 May 2025US$541.8bUS$153.3bUS$7.3b22.1x73.9x3.5x
Tue, 15 Apr 2025US$430.9bUS$151.6bUS$6.6b21.9x65.5x2.8x
Thu, 13 Mar 2025US$453.4bUS$151.6bUS$6.5b23.6x70.2x3x
Sat, 08 Feb 2025US$534.5bUS$151.2bUS$9.7b26.8x55.1x3.5x
Mon, 06 Jan 2025US$547.0bUS$151.1bUS$9.2b23.3x59.4x3.6x
Wed, 04 Dec 2024US$575.6bUS$151.1bUS$9.2b24.5x62.6x3.8x
Fri, 01 Nov 2024US$510.2bUS$153.0bUS$7.9b18.8x64.5x3.3x
Sun, 29 Sep 2024US$487.5bUS$151.2bUS$7.4b20.3x65.9x3.2x
Tue, 27 Aug 2024US$446.3bUS$151.3bUS$7.2b18.8x61.8x2.9x
Thu, 25 Jul 2024US$481.7bUS$157.0bUS$5.8b19.9x82.8x3.1x
Sat, 22 Jun 2024US$477.5bUS$159.6bUS$6.2b18.9x76.9x3x
Mon, 20 May 2024US$485.8bUS$160.8bUS$7.8b19.6x62.3x3x
Wed, 17 Apr 2024US$464.7bUS$159.1bUS$7.5b20.8x62x2.9x
Fri, 15 Mar 2024US$435.0bUS$126.0bUS$7.9b21.1x54.9x3.5x
Sun, 11 Feb 2024US$416.0bUS$130.3bUS$9.6b19.8x43.6x3.2x
Tue, 09 Jan 2024US$389.9bUS$139.3bUS$7.9b19.8x49.2x2.8x
Thu, 07 Dec 2023US$369.1bUS$139.3bUS$8.0b19x46.1x2.6x
Sat, 04 Nov 2023US$357.1bUS$145.7bUS$9.9b17.5x36.2x2.5x
Mon, 02 Oct 2023US$378.0bUS$144.2bUS$11.5b19.7x32.8x2.6x
Wed, 30 Aug 2023US$403.2bUS$144.2bUS$11.6b20.3x34.7x2.8x
Fri, 28 Jul 2023US$368.7bUS$131.0bUS$7.8b25.2x47.4x2.8x
Sun, 25 Jun 2023US$345.7bUS$131.1bUS$7.6b25.5x45.5x2.6x
Tue, 23 May 2023US$318.0bUS$130.9bUS$7.8b23.2x40.9x2.4x
Thu, 20 Apr 2023US$309.5bUS$128.2bUS$7.8b19.4x39.5x2.4x
Price to Earnings Ratio

39.5x


Total Market Cap: US$309.5bTotal Earnings: US$7.8bTotal Revenue: US$128.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Industry Price to Earnings3Y Average 63.6x202420252026
Current Industry PE
  • Investors are relatively neutral on the American Electrical 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 63.6x.
  • The 3-year average PS ratio of 3.4x is lower than the industry's current PS ratio of 5.6x.
Past Earnings Growth
  • The earnings for companies in the Electrical industry have grown 24% per year over the last three years.
  • Revenues for these companies have grown 9.4% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the U.S. Industrials industry?

US Market3.08%
Industrials4.46%
Electrical10.59%
Heavy Electrical Equipment11.66%
Electrical Components10.02%
Industry PE
  • Investors are most optimistic about the Heavy Electrical Equipment industry which is trading above its 3-year average PE ratio of 75.1x.
    • Analysts are expecting annual earnings growth of 25.0%, which is lower than the prior year's growth of 284.9% per year.
  • Investors are most pessimistic about the Electrical Components industry, which is trading close to its 3-year average of 53.4x.
Forecasted Growth
  • Analysts are most optimistic on the Heavy Electrical Equipment industry, expecting annual earnings growth of 25% over the next 5 years.
  • In contrast, the Electrical Components industry is expected to see its earnings grow by 17% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
GEV GE VernovaUS$991.3210.5%
+US$25.3b		207.6%PE54.6x
ETN EatonUS$403.0010.7%
+US$15.2b		45.1%PE38.3x
VRT Vertiv Holdings CoUS$295.1114.1%
+US$13.9b		312.3%PE84.7x
BE Bloom EnergyUS$166.7023.5%
+US$8.9b		831.3%PS23.1x
EMR Emerson ElectricUS$143.778.4%
+US$6.2b		42.3%PE35.1x

Latest News

VRT
US$295.11
Vertiv Holdings Co
7D
14.1%
1Y
312.3%
AMPX
US$17.22
Amprius Technologies
7D
-1.9%
1Y
614.5%
BE
US$166.70
Bloom Energy
7D
23.5%
1Y
831.3%

Bloom Energy: 115x Earnings Is Not Expensive Enough

Apr 11
GEV
US$991.32
GE Vernova
7D
10.5%
1Y
207.6%
EMR
US$143.77
Emerson Electric
7D
8.4%
1Y
42.3%

EMR: AI Disruption Risk Will Shape Future High Margin Automation Upside

Emerson Electric's analyst fair value estimate has been adjusted slightly higher from $204 to $205, as analysts balance modestly different assumptions for revenue growth, margins, and future P/E, alongside a wide range of recent price target changes and mixed views on AI related risks to its high margin hardware and software exposure. Analyst Commentary Street research on Emerson Electric over the past few months reflects a wide range of opinions, with some firms trimming price targets or flagging shorter term concerns and others lifting targets or adjusting ratings as they update their models.
ETN
US$403.00
Eaton
7D
10.7%
1Y
45.1%

ETN: AI Data Center Hopes Will Be Tested By Boyd Execution Risks

Analysts have trimmed the Eaton price target by about $6 to reflect a lower assumed future P/E multiple of roughly 26x, while also factoring in updated views on revenue growth, margins and recent research that highlights both upside potential from data center exposure and mixed sentiment around the stock. Analyst Commentary Recent research on Eaton shows a split view, with some firms lifting price targets or initiating coverage positively, while others are dialing back expectations and highlighting risks around execution, valuation and future growth assumptions.
SMR
US$9.21
NuScale Power
7D
-9.4%
1Y
-39.6%

SMR: DOE Fuel Support And ENTRA1 Progress Will Drive Future Deployment

Narrative Update The analyst price target for NuScale Power has been reduced by several firms, generally into an $11.50 to $21 range, as analysts factor in a lower discount rate alongside ongoing commercialization progress and near term project and funding headwinds. Analyst Commentary Recent research shows a wide range of views on NuScale Power, with multiple firms trimming price targets while drawing different conclusions about how the company is executing on funding and commercialization.
AME
US$234.91
AMETEK
7D
7.5%
1Y
45.6%

AME: AI Hardware Disruption Risk And Rising Cash Returns Will Shape Outcomes

Analysts have trimmed the AMETEK price target slightly to about $250, reflecting modest adjustments to growth, profitability and P/E assumptions following a mix of recent target cuts and raises across the Street. Analyst Commentary Recent research on AMETEK presents a mixed picture, with several price target increases and bullish initiations balanced by at least one downgrade and a fresh target cut.
ROK
US$396.00
Rockwell Automation
7D
7.8%
1Y
69.7%

ROK: Elevated P/E And Buybacks Will Likely Continue To Limit Upside

Analysts have trimmed their price target for Rockwell Automation to $317 from $325, reflecting updated assumptions around a $317.29 fair value estimate, a 9.26% discount rate, 5.49% revenue growth, a 15.20% profit margin, and a future P/E of 30.06x. What's in the News Opened a Bologna Customer Experience Center to give machine builders and end users in Europe, the Middle East and Africa hands-on access to control, motion, AI, digital twins and mechatronics solutions.
NNE
US$20.76
NANO Nuclear Energy
7D
-3.5%
1Y
-11.4%
PPSI
US$2.37
Pioneer Power Solutions
7D
-28.6%
1Y
-12.2%
NVT
US$130.56
nVent Electric
7D
11.2%
1Y
161.3%
SMXT
US$0.56
SolarMax Technology
7D
-20.3%
1Y
-50.5%
TURB
US$2.15
Turbo Energy
7D
-30.0%
1Y
-15.2%
NEOV
US$3.07
NeoVolta
7D
-3.2%
1Y
41.5%
PN
US$3.60
Skycorp Solar Group
7D
-33.0%
1Y
-93.8%