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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%. Meanwhile, Powell Industries actually underperformed within the industry, shrinking 6.9% in the last week. This takes the industry's 12 month performance to a gain of 7.0%. As for the next few years, earnings are expected to grow by 17% per annum.
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 |
|---|---|---|---|---|---|---|
| Sat, 10 May 2025 | US$494.0b | US$153.1b | US$7.5b | 22.5x | 66.1x | 3.2x |
| Mon, 07 Apr 2025 | US$391.3b | US$151.6b | US$6.6b | 21.1x | 59.4x | 2.6x |
| Wed, 05 Mar 2025 | US$470.1b | US$151.6b | US$6.5b | 23.4x | 72.3x | 3.1x |
| Fri, 31 Jan 2025 | US$530.7b | US$151.6b | US$9.6b | 23.9x | 55.4x | 3.5x |
| Sun, 29 Dec 2024 | US$533.5b | US$151.1b | US$9.3b | 22.8x | 57.5x | 3.5x |
| Tue, 26 Nov 2024 | US$576.2b | US$150.5b | US$9.2b | 24.3x | 63x | 3.8x |
| Thu, 24 Oct 2024 | US$508.6b | US$152.2b | US$7.7b | 19x | 66.4x | 3.3x |
| Sat, 21 Sep 2024 | US$478.9b | US$151.2b | US$7.4b | 19x | 64.7x | 3.2x |
| Mon, 19 Aug 2024 | US$437.6b | US$151.3b | US$7.2b | 18.5x | 60.5x | 2.9x |
| Wed, 17 Jul 2024 | US$487.2b | US$157.0b | US$5.8b | 21.8x | 83.4x | 3.1x |
| Fri, 14 Jun 2024 | US$488.7b | US$159.6b | US$6.2b | 20.6x | 78.8x | 3.1x |
| Sun, 12 May 2024 | US$488.0b | US$160.6b | US$7.7b | 20.7x | 63.4x | 3x |
| Tue, 09 Apr 2024 | US$491.2b | US$159.1b | US$7.4b | 22.5x | 66.1x | 3.1x |
| Thu, 07 Mar 2024 | US$425.1b | US$126.0b | US$7.9b | 21.7x | 54x | 3.4x |
| Sat, 03 Feb 2024 | US$409.4b | US$140.2b | US$8.1b | 19x | 50.6x | 2.9x |
| Mon, 01 Jan 2024 | US$404.4b | US$139.3b | US$7.9b | 20.8x | 51.1x | 2.9x |
| Wed, 29 Nov 2023 | US$364.1b | US$139.0b | US$7.9b | 18x | 45.8x | 2.6x |
| Fri, 27 Oct 2023 | US$341.7b | US$144.3b | US$11.5b | 16.9x | 29.7x | 2.4x |
| Sun, 24 Sep 2023 | US$378.4b | US$144.2b | US$11.6b | 20.2x | 32.7x | 2.6x |
| Tue, 22 Aug 2023 | US$384.2b | US$144.2b | US$11.6b | 19.4x | 33.1x | 2.7x |
| Thu, 20 Jul 2023 | US$377.0b | US$131.0b | US$7.8b | 27.1x | 48.4x | 2.9x |
| Sat, 17 Jun 2023 | US$349.8b | US$131.1b | US$7.6b | 24.5x | 46x | 2.7x |
| Mon, 15 May 2023 | US$309.7b | US$130.8b | US$7.8b | 20.4x | 39.9x | 2.4x |
| Wed, 12 Apr 2023 | US$307.2b | US$128.1b | US$7.9b | 17.9x | 38.9x | 2.4x |
| Fri, 10 Mar 2023 | US$317.2b | US$116.7b | US$9.2b | 21.1x | 34.3x | 2.7x |
| Sun, 05 Feb 2023 | US$317.5b | US$113.1b | US$8.9b | 21.8x | 35.5x | 2.8x |
| Tue, 03 Jan 2023 | US$294.4b | US$113.8b | US$8.8b | 19x | 33.6x | 2.6x |
| Thu, 01 Dec 2022 | US$312.4b | US$113.4b | US$8.7b | 19.2x | 36x | 2.8x |
| Sat, 29 Oct 2022 | US$288.3b | US$109.2b | US$8.6b | 20.2x | 33.7x | 2.6x |
| Mon, 26 Sep 2022 | US$272.8b | US$107.9b | US$8.4b | 19.4x | 32.4x | 2.5x |
| Wed, 24 Aug 2022 | US$298.0b | US$106.1b | US$8.5b | 21.9x | 35.1x | 2.8x |
| Fri, 22 Jul 2022 | US$275.5b | US$105.1b | US$7.5b | 17.9x | 36.6x | 2.6x |
| Sun, 19 Jun 2022 | US$253.1b | US$104.8b | US$7.5b | 17.6x | 33.7x | 2.4x |
| Tue, 17 May 2022 | US$269.3b | US$104.5b | US$7.6b | 18.7x | 35.4x | 2.6x |
Price to Earnings Ratio
35.4x
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$294.80 | 16.2% +US$4.5b | 7.8% | PE36.8x | |
| ETN Eaton | US$309.87 | 3.4% +US$4.0b | -6.3% | PE30.8x | |
| EMR Emerson Electric | US$112.55 | 3.9% +US$2.2b | -2.6% | PE32.1x | |
| RRX Regal Rexnord | US$134.22 | 20.1% +US$1.5b | -16.7% | PE38.1x | |
| GEV GE Vernova | US$399.26 | 0.7% +US$802.4m | 138.7% | PE56.3x |
