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U.S. Electrical Industry Analysis

UpdatedJun 24, 2026
DataAggregated Company Financials
Companies133
  • 7D2.7%
  • 3M18.7%
  • 1Y73.1%
  • YTD42.6%

Over the last 7 days, the Electrical industry has risen 2.7%, driven by gains from GE Vernova of 5.4%. This means that the industry has gained 73% over the past year. Looking forward, earnings are forecast to grow by 19% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 24 Jun 2026US$1.1tUS$171.8bUS$20.1b38.1x56.4x6.6x
Fri, 22 May 2026US$1.0tUS$172.3bUS$19.9b37.1x50.5x5.8x
Sun, 19 Apr 2026US$970.1bUS$167.5bUS$14.9b35.7x65.3x5.8x
Tue, 17 Mar 2026US$825.5bUS$166.9bUS$15.0b31.4x55x4.9x
Thu, 12 Feb 2026US$843.2bUS$166.0bUS$11.1b37.2x75.8x5.1x
Sat, 10 Jan 2026US$706.6bUS$162.0bUS$7.4b31.4x94.9x4.4x
Mon, 08 Dec 2025US$716.3bUS$161.8bUS$7.4b31.3x96.5x4.4x
Wed, 05 Nov 2025US$737.1bUS$160.7bUS$8.0b30.3x92x4.6x
Fri, 03 Oct 2025US$690.5bUS$157.3bUS$7.3b29.1x94.3x4.4x
Sun, 31 Aug 2025US$649.2bUS$157.1bUS$7.4b30.2x87.8x4.1x
Tue, 29 Jul 2025US$688.2bUS$154.5bUS$6.7b28.2x103x4.5x
Thu, 26 Jun 2025US$592.2bUS$153.4bUS$7.4b26.7x79.7x3.9x
Sat, 24 May 2025US$539.5bUS$153.4bUS$7.4b26.1x73.3x3.5x
Mon, 21 Apr 2025US$428.1bUS$151.6bUS$6.6b21.6x65.1x2.8x
Wed, 19 Mar 2025US$478.1bUS$151.5bUS$6.4b23.3x74.6x3.2x
Fri, 14 Feb 2025US$528.9bUS$151.4bUS$9.8b26x53.8x3.5x
Sun, 12 Jan 2025US$542.4bUS$147.3bUS$8.8b22.3x61.7x3.7x
Tue, 10 Dec 2024US$574.6bUS$151.1bUS$9.3b23.7x61.9x3.8x
Thu, 07 Nov 2024US$526.4bUS$152.8bUS$8.0b22x65.6x3.4x
Sat, 05 Oct 2024US$486.9bUS$151.2bUS$7.4b19.9x65.4x3.2x
Mon, 02 Sep 2024US$453.9bUS$151.3bUS$7.3b18.8x62.3x3x
Wed, 31 Jul 2024US$463.0bUS$157.3bUS$7.4b19.8x62.7x2.9x
Fri, 28 Jun 2024US$470.3bUS$159.6bUS$6.2b19.6x75.7x2.9x
Sun, 26 May 2024US$507.1bUS$159.6bUS$6.2b21.9x82x3.2x
Tue, 23 Apr 2024US$450.8bUS$159.1bUS$7.5b20.1x60.2x2.8x
Thu, 21 Mar 2024US$437.5bUS$126.0bUS$7.9b21.4x55.1x3.5x
Sat, 17 Feb 2024US$418.1bUS$129.3bUS$9.4b19.7x44.4x3.2x
Mon, 15 Jan 2024US$391.5bUS$139.2bUS$7.9b19.3x49.3x2.8x
Wed, 13 Dec 2023US$382.2bUS$139.3bUS$7.9b19.2x48.2x2.7x
Fri, 10 Nov 2023US$350.8bUS$140.2bUS$8.8b16.9x40x2.5x
Sun, 08 Oct 2023US$370.4bUS$144.1bUS$11.5b18.7x32.3x2.6x
Tue, 05 Sep 2023US$406.8bUS$144.0bUS$11.6b20.7x35x2.8x
Thu, 03 Aug 2023US$397.0bUS$144.2bUS$12.2b24.7x32.6x2.8x
Sat, 01 Jul 2023US$363.4bUS$131.0bUS$7.6b26.2x47.8x2.8x
Price to Earnings Ratio

47.8x


Total Market Cap: US$363.4bTotal Earnings: US$7.6bTotal Revenue: US$131.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Industry Price to Earnings3Y Average 64.4x202420252026
Current Industry PE
  • Investors are pessimistic on the American Electrical industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 56.4x which is lower than its 3-year average PE of 64.4x.
  • The 3-year average PS ratio of 3.7x is lower than the industry's current PS ratio of 6.6x.
Past Earnings Growth
  • The earnings for companies in the Electrical industry have grown 38% per year over the last three years.
  • Revenues for these companies have grown 9.5% 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-2.31%
Industrials-0.71%
Electrical2.75%
Heavy Electrical Equipment6.84%
Electrical Components0.32%
Industry PE
  • Investors are most optimistic about the Electrical Components industry, which is trading close to its 3-year average PE ratio of 55.0x.
    • Analysts expect its future annual earnings growth (19.3%) to be largely in line with prior year's earnings growth.
  • Investors are most pessimistic about the Heavy Electrical Equipment industry, which is trading below its 3-year average of 79.2x.
Forecasted Growth
  • Analysts are most optimistic on the Electrical Components industry, expecting annual earnings growth of 19% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the Heavy Electrical Equipment industry is expected to see its earnings grow by 19% 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$1.03k5.4%
+US$14.1b		102.6%PE29.7x
BE Bloom EnergyUS$321.9814.6%
+US$11.7b		1,303.0%PE15180.7x
VRT Vertiv Holdings CoUS$318.326.2%
+US$7.2b		160.2%PE78.5x
INIO InnioUS$38.3111.9%
+US$3.1b		n/aPE281.4x
VICR VicorUS$336.124.9%
+US$713.8m		640.5%PE112.1x

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