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U.S. Electrical Industry Analysis
UpdatedMay 09, 2025
DataAggregated Company Financials
Companies127
- 7D4.6%
- 3M-6.6%
- 1Y7.0%
- YTD-5.7%
Over the last 7 days, the Electrical industry has risen 4.6%, driven by gains from Rockwell Automation of 17%. In the same time, Powell Industries was down 6.9%. In the last 12 months, the industry was up 7.0%. Earnings are forecast to grow by 17% annually.
Industry Valuation and Performance
Has the U.S. Electrical Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 09 May 2025 | US$494.0b | US$153.1b | US$7.5b | 22.5x | 66.1x | 3.2x |
| Sun, 06 Apr 2025 | US$391.3b | US$151.6b | US$6.6b | 21.1x | 59.4x | 2.6x |
| Tue, 04 Mar 2025 | US$494.4b | US$151.6b | US$7.3b | 23x | 68.2x | 3.3x |
| Thu, 30 Jan 2025 | US$526.1b | US$151.6b | US$9.6b | 23.5x | 55x | 3.5x |
| Sat, 28 Dec 2024 | US$542.3b | US$151.1b | US$9.3b | 22.8x | 58.4x | 3.6x |
| Mon, 25 Nov 2024 | US$583.9b | US$150.5b | US$9.2b | 24x | 63.8x | 3.9x |
| Wed, 23 Oct 2024 | US$513.0b | US$151.2b | US$7.5b | 19x | 68.3x | 3.4x |
| Fri, 20 Sep 2024 | US$464.6b | US$151.2b | US$7.4b | 18.4x | 62.9x | 3.1x |
| Sun, 18 Aug 2024 | US$437.6b | US$151.3b | US$7.2b | 18.5x | 60.5x | 2.9x |
| Tue, 16 Jul 2024 | US$488.7b | US$157.0b | US$5.8b | 20.3x | 83.6x | 3.1x |
| Thu, 13 Jun 2024 | US$477.7b | US$159.6b | US$6.2b | 20.3x | 77.1x | 3x |
| Sat, 11 May 2024 | US$490.7b | US$160.6b | US$7.7b | 21.4x | 63.8x | 3.1x |
| Mon, 08 Apr 2024 | US$491.2b | US$159.1b | US$7.4b | 22.4x | 66.1x | 3.1x |
| Wed, 06 Mar 2024 | US$432.2b | US$126.0b | US$7.9b | 20.9x | 54.8x | 3.4x |
| Fri, 02 Feb 2024 | US$404.3b | US$140.2b | US$8.1b | 19.7x | 50x | 2.9x |
| Sun, 31 Dec 2023 | US$405.0b | US$139.3b | US$7.9b | 20.8x | 51.2x | 2.9x |
| Tue, 28 Nov 2023 | US$366.2b | US$139.0b | US$7.9b | 19.2x | 46.1x | 2.6x |
| Thu, 26 Oct 2023 | US$342.4b | US$144.0b | US$11.4b | 16.7x | 30.1x | 2.4x |
| Sat, 23 Sep 2023 | US$378.4b | US$144.2b | US$11.6b | 20.2x | 32.7x | 2.6x |
| Mon, 21 Aug 2023 | US$384.2b | US$144.2b | US$11.6b | 19.1x | 33.1x | 2.7x |
| Wed, 19 Jul 2023 | US$378.0b | US$131.0b | US$7.8b | 27.6x | 48.5x | 2.9x |
| Fri, 16 Jun 2023 | US$349.5b | US$131.1b | US$7.6b | 24.9x | 45.9x | 2.7x |
| Sun, 14 May 2023 | US$309.7b | US$130.8b | US$7.8b | 20.4x | 39.9x | 2.4x |
| Tue, 11 Apr 2023 | US$304.5b | US$128.0b | US$7.9b | 17.7x | 38.5x | 2.4x |
| Thu, 09 Mar 2023 | US$323.9b | US$116.7b | US$9.2b | 21.6x | 35.1x | 2.8x |
| Sat, 04 Feb 2023 | US$317.5b | US$113.1b | US$8.9b | 21.8x | 35.5x | 2.8x |
| Mon, 02 Jan 2023 | US$294.4b | US$113.8b | US$8.8b | 19x | 33.6x | 2.6x |
| Wed, 30 Nov 2022 | US$305.4b | US$113.4b | US$8.7b | 19.3x | 35.2x | 2.7x |
| Fri, 28 Oct 2022 | US$283.4b | US$109.1b | US$8.5b | 19.9x | 33.2x | 2.6x |
| Sun, 25 Sep 2022 | US$272.8b | US$107.9b | US$8.4b | 19.4x | 32.4x | 2.5x |
| Tue, 23 Aug 2022 | US$298.0b | US$106.2b | US$8.6b | 22x | 34.8x | 2.8x |
| Thu, 21 Jul 2022 | US$271.7b | US$105.1b | US$7.5b | 17.9x | 36x | 2.6x |
| Sat, 18 Jun 2022 | US$252.8b | US$104.8b | US$7.5b | 18.6x | 33.6x | 2.4x |
| Mon, 16 May 2022 | US$270.6b | US$104.5b | US$7.7b | 19.3x | 35.2x | 2.6x |
Price to Earnings Ratio
35.2x
Current Industry PE
- Investors are optimistic on the American Electrical industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 66.1x which is higher than its 3-year average PE of 48.7x.
- The 3-year average PS ratio of 2.9x is lower than the industry's current PS ratio of 3.2x.
Past Earnings Growth
- The earnings for companies in the Electrical industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 14% 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 and as a result, profits have held steady.
Industry Trends
Which industries have driven the changes within the U.S. Industrials industry?
| US Market | 1.33% | |
| Industrials | 3.11% | |
| Electrical | 4.56% | |
| Electrical Components | 5.11% | |
| Heavy Electrical Equipment | 2.91% | |
Industry PE
- Investors are most optimistic about the Heavy Electrical Equipment industry which is trading above its 3-year average PE ratio of 9.1x.
- Analysts are expecting annual earnings growth of 25.2%, which is higher than its past year's earnings decline of 60.8% per year.
- Investors are most pessimistic about the Electrical Components industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 41.6x.
Forecasted Growth
- Analysts are most optimistic on the Heavy Electrical Equipment industry, expecting annual earnings growth of 25% over the next 5 years.
- This is better than its past earnings decline of 61% per year.
- In contrast, the Electrical Components industry is expected to see its earnings grow by 14% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ROK Rockwell Automation | US$291.24 | 16.9% +US$4.7b | 7.7% | PE36.3x | |
| EMR Emerson Electric | US$112.38 | 6.2% +US$3.5b | -2.8% | PE31.3x | |
| GEV GE Vernova | US$394.00 | 3.1% +US$3.2b | 136.8% | PE55.5x | |
| ETN Eaton | US$307.04 | 1.8% +US$2.0b | -7.9% | PE30.5x | |
| RRX Regal Rexnord | US$132.19 | 23.2% +US$1.7b | -17.9% | PE37.5x |
