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U.S. Electrical Industry Analysis
UpdatedMay 12, 2025
DataAggregated Company Financials
Companies127
- 7D3.3%
- 3M-6.9%
- 1Y8.9%
- YTD-5.1%
Rockwell Automation is up 16%, leading the way for the Electrical industry, which has gained 3.3%. This takes the industry's 12 month performance to a gain of 8.9%. 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 |
|---|---|---|---|---|---|---|
| Tue, 13 May 2025 | US$501.4b | US$153.1b | US$7.4b | 22.5x | 67.4x | 3.3x |
| Thu, 10 Apr 2025 | US$396.0b | US$151.6b | US$6.6b | 22.7x | 60.1x | 2.6x |
| Sat, 08 Mar 2025 | US$460.3b | US$151.6b | US$6.5b | 25x | 70.5x | 3x |
| Mon, 03 Feb 2025 | US$544.8b | US$151.8b | US$9.6b | 24.2x | 56.7x | 3.6x |
| Wed, 01 Jan 2025 | US$528.9b | US$151.1b | US$9.3b | 22.9x | 57x | 3.5x |
| Fri, 29 Nov 2024 | US$572.6b | US$151.1b | US$9.2b | 24.3x | 62.3x | 3.8x |
| Sun, 27 Oct 2024 | US$510.9b | US$152.2b | US$7.7b | 18.7x | 66.7x | 3.4x |
| Tue, 24 Sep 2024 | US$479.3b | US$151.2b | US$7.4b | 19x | 64.8x | 3.2x |
| Thu, 22 Aug 2024 | US$436.9b | US$151.3b | US$7.2b | 18.6x | 60.5x | 2.9x |
| Sat, 20 Jul 2024 | US$469.1b | US$157.0b | US$5.8b | 20.7x | 80.3x | 3x |
| Mon, 17 Jun 2024 | US$474.1b | US$159.6b | US$6.2b | 19.4x | 76.3x | 3x |
| Wed, 15 May 2024 | US$485.4b | US$160.6b | US$7.7b | 20.4x | 63x | 3x |
| Fri, 12 Apr 2024 | US$486.4b | US$159.1b | US$7.4b | 21.6x | 65.4x | 3.1x |
| Sun, 10 Mar 2024 | US$432.1b | US$126.0b | US$7.9b | 21.5x | 55x | 3.4x |
| Tue, 06 Feb 2024 | US$393.2b | US$129.2b | US$9.8b | 19.1x | 39.9x | 3x |
| Thu, 04 Jan 2024 | US$391.5b | US$139.3b | US$7.9b | 19.7x | 49.4x | 2.8x |
| Sat, 02 Dec 2023 | US$368.8b | US$139.3b | US$8.0b | 18.9x | 46.2x | 2.6x |
| Mon, 30 Oct 2023 | US$339.1b | US$144.5b | US$11.5b | 16.4x | 29.5x | 2.3x |
| Wed, 27 Sep 2023 | US$374.3b | US$144.2b | US$11.6b | 19.9x | 32.3x | 2.6x |
| Fri, 25 Aug 2023 | US$388.2b | US$144.2b | US$11.6b | 19.7x | 33.4x | 2.7x |
| Sun, 23 Jul 2023 | US$371.6b | US$131.0b | US$7.8b | 25.9x | 47.7x | 2.8x |
| Tue, 20 Jun 2023 | US$349.5b | US$131.1b | US$7.6b | 24.5x | 46x | 2.7x |
| Thu, 18 May 2023 | US$320.6b | US$130.8b | US$7.7b | 22.1x | 41.4x | 2.5x |
| Sat, 15 Apr 2023 | US$309.9b | US$128.2b | US$7.9b | 18.2x | 39.4x | 2.4x |
| Mon, 13 Mar 2023 | US$306.2b | US$116.9b | US$9.3b | 20x | 33x | 2.6x |
| Wed, 08 Feb 2023 | US$317.3b | US$113.1b | US$8.9b | 21.4x | 35.5x | 2.8x |
| Fri, 06 Jan 2023 | US$291.1b | US$113.8b | US$8.8b | 19.2x | 33.2x | 2.6x |
| Sun, 04 Dec 2022 | US$313.2b | US$113.5b | US$8.7b | 19x | 36.2x | 2.8x |
| Tue, 01 Nov 2022 | US$287.9b | US$109.6b | US$8.6b | 20.1x | 33.4x | 2.6x |
| Thu, 29 Sep 2022 | US$276.1b | US$107.9b | US$8.4b | 19.7x | 32.8x | 2.6x |
| Sat, 27 Aug 2022 | US$295.0b | US$106.1b | US$8.5b | 21.4x | 34.7x | 2.8x |
| Mon, 25 Jul 2022 | US$272.6b | US$105.1b | US$7.5b | 17.6x | 36.2x | 2.6x |
| Wed, 22 Jun 2022 | US$256.3b | US$104.8b | US$7.5b | 17.7x | 34.1x | 2.4x |
| Fri, 20 May 2022 | US$265.8b | US$104.5b | US$7.6b | 17.8x | 35.1x | 2.5x |
Price to Earnings Ratio
35.1x
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 67.4x which is higher than its 3-year average PE of 48.8x.
- The 3-year average PS ratio of 2.9x is lower than the industry's current PS ratio of 3.3x.
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 | 0.30% | |
| Industrials | 1.30% | |
| Electrical | 3.30% | |
| Electrical Components | 4.39% | |
| Heavy Electrical Equipment | 0.0071% | |
Industry PE
- Investors are most optimistic about the Heavy Electrical Equipment industry which is trading above its 3-year average PE ratio of 9.4x.
- Analysts are expecting annual earnings growth of 25.1%, 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 41.7x.
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 15% 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 | |
|---|---|---|---|---|---|
| ETN Eaton | US$322.09 | 7.9% +US$9.2b | -2.0% | PE32x | |
| EMR Emerson Electric | US$119.41 | 10.2% +US$6.1b | 4.0% | PE34.1x | |
| ROK Rockwell Automation | US$299.78 | 18.1% +US$5.1b | 11.5% | PE37.4x | |
| GEV GE Vernova | US$416.63 | 3.9% +US$4.2b | 157.9% | PE58.7x | |
| VRT Vertiv Holdings Co | US$101.05 | 6.6% +US$2.4b | 6.6% | PE57.8x |