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U.S. Electrical Industry Analysis

UpdatedFeb 08, 2026
DataAggregated Company Financials
Companies132
  • 7D4.8%
  • 3M13.2%
  • 1Y54.3%
  • YTD14.6%

The Electrical industry is up 4.8% in the last week, with GE Vernova up 7.3%. In the same time, Fluence Energy was down 37%. This takes the industry's 12 month performance to a gain of 54%. As for the next few years, earnings are expected to grow by 19% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 09 Feb 2026US$834.5bUS$166.0bUS$11.1b35.8x75x5x
Wed, 07 Jan 2026US$723.5bUS$161.8bUS$7.4b31.7x97.3x4.5x
Fri, 05 Dec 2025US$695.5bUS$161.8bUS$7.4b31.2x94.1x4.3x
Sun, 02 Nov 2025US$737.4bUS$160.0bUS$8.0b31.7x92.1x4.6x
Tue, 30 Sep 2025US$667.1bUS$157.1bUS$7.3b29.2x91x4.2x
Thu, 28 Aug 2025US$658.3bUS$157.1bUS$7.4b30.4x89.2x4.2x
Sat, 26 Jul 2025US$679.2bUS$154.5bUS$6.7b28.2x101.7x4.4x
Mon, 23 Jun 2025US$573.6bUS$153.4bUS$7.4b26.5x77.2x3.7x
Wed, 21 May 2025US$545.1bUS$153.3bUS$7.3b26x74.5x3.6x
Fri, 18 Apr 2025US$427.9bUS$151.6bUS$6.6b21.6x65.1x2.8x
Sun, 16 Mar 2025US$467.9bUS$151.6bUS$6.4b23.7x73x3.1x
Tue, 11 Feb 2025US$533.9bUS$151.0bUS$9.7b26.8x55.2x3.5x
Thu, 09 Jan 2025US$553.7bUS$151.1bUS$9.2b23.1x60.1x3.7x
Sat, 07 Dec 2024US$576.9bUS$151.1bUS$9.3b23.5x62.2x3.8x
Mon, 04 Nov 2024US$508.5bUS$153.0bUS$7.9b19x64.4x3.3x
Wed, 02 Oct 2024US$489.4bUS$151.2bUS$7.4b20.1x65.8x3.2x
Fri, 30 Aug 2024US$438.0bUS$151.3bUS$7.3b18.6x60.2x2.9x
Sun, 28 Jul 2024US$465.5bUS$157.3bUS$7.4b19.9x63.3x3x
Tue, 25 Jun 2024US$474.7bUS$159.6bUS$6.2b19.4x76.4x3x
Thu, 23 May 2024US$494.2bUS$160.8bUS$7.8b21.3x63.3x3.1x
Sat, 20 Apr 2024US$457.6bUS$159.1bUS$7.5b20.1x61.1x2.9x
Mon, 18 Mar 2024US$433.2bUS$126.0bUS$7.9b20.8x54.6x3.4x
Wed, 14 Feb 2024US$410.3bUS$130.3bUS$9.6b19x43x3.1x
Fri, 12 Jan 2024US$393.1bUS$139.2bUS$7.9b19x49.5x2.8x
Sun, 10 Dec 2023US$370.5bUS$139.3bUS$7.9b19.4x46.7x2.7x
Tue, 07 Nov 2023US$357.2bUS$145.7bUS$9.9b17.5x36.3x2.5x
Thu, 05 Oct 2023US$372.8bUS$144.1bUS$11.5b18.6x32.5x2.6x
Sat, 02 Sep 2023US$407.1bUS$144.2bUS$11.6b20.7x35.1x2.8x
Mon, 31 Jul 2023US$367.7bUS$131.1bUS$7.8b25.8x47.3x2.8x
Wed, 28 Jun 2023US$355.1bUS$131.1bUS$7.6b26.3x46.8x2.7x
Fri, 26 May 2023US$309.0bUS$130.9bUS$7.7b22.2x39.9x2.4x
Sun, 23 Apr 2023US$307.9bUS$128.2bUS$7.7b19.4x39.8x2.4x
Tue, 21 Mar 2023US$306.4bUS$127.6bUS$7.8b19x39.4x2.4x
Thu, 16 Feb 2023US$320.9bUS$114.1bUS$8.7b20.8x37x2.8x
Price to Earnings Ratio

37x


Total Market Cap: US$320.9bTotal Earnings: US$8.7bTotal Revenue: US$114.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Industry Price to Earnings3Y Average 62.1x202420252026
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 75.0x which is higher than its 3-year average PE of 62.1x.
  • The 3-year average PS ratio of 3.3x is lower than the industry's current PS ratio of 5.0x.
Past Earnings Growth
  • The earnings for companies in the Electrical industry have grown 8.6% per year over the last three years.
  • Revenues for these companies have grown 13% 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 Market-0.071%
Industrials4.76%
Electrical4.79%
Heavy Electrical Equipment4.84%
Electrical Components4.77%
Industry PE
  • Investors are most optimistic about the Electrical Components industry which is trading above its 3-year average PE ratio of 51.8x.
    • Analysts are expecting annual earnings growth of 16.4%, which is higher than its past year's earnings growth of 13.1% per year.
  • Investors are most pessimistic about the Heavy Electrical Equipment industry, which is trading close to its 3-year average of 69.8x.
Forecasted Growth
  • Analysts are most optimistic on the Heavy Electrical Equipment industry, expecting annual earnings growth of 25% over the next 5 years.
  • However this is lower than its past earnings growth rate of 123% per year.
  • In contrast, the Electrical Components industry is expected to see its earnings grow by 16% 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$779.357.3%
+US$14.3b		106.2%PE43x
ETN EatonUS$373.826.4%
+US$8.7b		19.4%PE35.5x
EMR Emerson ElectricUS$157.387.1%
+US$5.8b		26.5%PE38.4x
BE Bloom EnergyUS$143.03-5.5%
US$4.3b		477.2%PS19.8x
VRT Vertiv Holdings CoUS$195.585.0%
+US$3.6b		61.1%PE72.3x

Latest News

GEV
US$779.35
GE Vernova
7D
7.3%
1Y
106.2%

After Leaping 25% GE Vernova Inc. (NYSE:GEV) Shares Are Not Flying Under The Radar

Feb 08
After Leaping 25% GE Vernova Inc. (NYSE:GEV) Shares Are Not Flying Under The Radar
POWL
US$584.22
Powell Industries
7D
31.7%
1Y
155.3%
ENS
US$172.22
EnerSys
7D
-4.4%
1Y
72.7%
ROK
US$415.02
Rockwell Automation
7D
-1.6%
1Y
54.6%

ROK: Rich P/E And Expansion Plans Will Likely Fail To Support Upside

Analysts have lifted their fair value estimate for Rockwell Automation from about US$295.25 to roughly US$317.16, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E expectations. What's in the News Updated fiscal 2026 guidance, with a sales outlook of US$8.8b and a narrowed diluted EPS range of US$10.75 to US$11.55, compared with the prior range of US$10.40 to US$11.40 (Corporate Guidance) Completed a long-running share repurchase program, buying 409,500 shares for US$154.15m in the latest tranche and a total of 35,356,215 shares for US$6,227.01m since the buyback was announced in 2014 (Buyback Tranche Update) Deepened collaboration with Lucid to supply FactoryTalk MES software and training for the automaker's first vehicle manufacturing site in Saudi Arabia, supporting production for future midsize vehicles and local workforce development (Client Announcement) Selected by THG Nutrition, part of THG PLC, to roll out the Plex MES platform across global manufacturing sites to unify processes, improve real-time visibility, and support a growth-by-acquisition model (Client Announcement) Announced plans for a greenfield manufacturing campus in Southeastern Wisconsin, with more than 1 million square feet of space and advanced automation, as part of a previously disclosed US$2b investment program in plants, digital infrastructure, and talent over five years (Business Expansion) Valuation Changes Fair Value Estimate increased from about US$295.25 to roughly US$317.16, representing a modest uplift in the intrinsic value assessment.
BE
US$143.03
Bloom Energy
7D
-5.5%
1Y
477.2%

Upgrade: Analysts Just Made A Substantial Increase To Their Bloom Energy Corporation (NYSE:BE) Forecasts

Feb 07
Upgrade: Analysts Just Made A Substantial Increase To Their Bloom Energy Corporation (NYSE:BE) Forecasts
RRX
US$211.80
Regal Rexnord
7D
31.1%
1Y
52.3%

RRX: Street EPS Outlook For 2026 Will Shape Balanced Risk Reward

Analysts have lifted their price target on Regal Rexnord to about US$205 from roughly US$178. This reflects updated assumptions for revenue growth, profit margins, discount rates and future P/E multiples in light of recent Street research.
EAF
US$8.44
GrafTech International
7D
-44.1%
1Y
-37.5%
EMR
US$157.38
Emerson Electric
7D
7.1%
1Y
26.5%
ETN
US$373.82
Eaton
7D
6.4%
1Y
19.4%

Earnings Update: Eaton Corporation plc (NYSE:ETN) Just Reported Its Yearly Results And Analysts Are Updating Their Forecasts

Feb 06
Earnings Update: Eaton Corporation plc (NYSE:ETN) Just Reported Its Yearly Results And Analysts Are Updating Their Forecasts
AME
US$231.91
AMETEK
7D
3.5%
1Y
25.7%

AMETEK, Inc. (NYSE:AME) Released Earnings Last Week And Analysts Lifted Their Price Target To US$248

Feb 06
AMETEK, Inc. (NYSE:AME) Released Earnings Last Week And Analysts Lifted Their Price Target To US$248
NRGV
US$4.21
Energy Vault Holdings
7D
-10.4%
1Y
150.6%

Energy Vault Holdings, Inc. (NYSE:NRGV) Stocks Pounded By 29% But Not Lagging Industry On Growth Or Pricing

Feb 06
Energy Vault Holdings, Inc. (NYSE:NRGV) Stocks Pounded By 29% But Not Lagging Industry On Growth Or Pricing
VRT
US$195.58
Vertiv Holdings Co
7D
5.0%
1Y
61.1%

VRT: AI Data Center Momentum Will Likely Outrun Future Earnings Power

Analysts have raised their price target for Vertiv Holdings Co from US$92.18 to US$155.12, pointing to updated assumptions around higher projected revenue growth, slightly stronger profit margins, and a higher future P/E multiple as key drivers of the new fair value range. What's in the News Vertiv launched Vertiv Next Predict, an AI-powered managed service aimed at shifting data center maintenance toward predictive analytics, using AI-based anomaly detection, risk assessment, and prescriptive actions across power, cooling, and IT systems (Product-Related Announcements).
FLNC
US$19.44
Fluence Energy
7D
-36.8%
1Y
55.1%
ELPW
US$1.10
Elong Power Holding
7D
-92.1%
1Y
-93.4%
EOSE
US$12.31
Eos Energy Enterprises
7D
-15.9%
1Y
131.0%

EOSE: Battery Rollout Execution Will Face Scrutiny After Short Seller Allegations

Analysts have kept their fair value estimate for Eos Energy Enterprises steady at US$16.13, making only small tweaks to assumptions on discount rate, profit margin and future P/E as they wait for more clarity on the company’s battery storage rollout, which is linked to Tetra Technologies’ PureFlow electrolytes solution. Analyst Commentary Recent Street research around Tetra Technologies and its PureFlow electrolytes solution gives investors some indirect signals on how the market is thinking about Eos Energy Enterprises, especially around execution on the battery storage rollout that underpins current valuation work.
ADSE
US$10.17
ADS-TEC Energy
7D
-15.7%
1Y
-30.1%

What You Can Learn From ADS-TEC Energy PLC's (NASDAQ:ADSE) P/S

Jan 23
What You Can Learn From ADS-TEC Energy PLC's (NASDAQ:ADSE) P/S