Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Electrical Industry Analysis

UpdatedNov 14, 2025
DataAggregated Company Financials
Companies126
  • 7D-4.0%
  • 3M4.8%
  • 1Y23.1%
  • YTD28.3%

Over the last 7 days, the Electrical industry has dropped 4.0%, driven by Eaton declining 5.7%. In the past year, the industry has gained 23%. Earnings are forecast to grow by 23% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 15 Nov 2025US$710.4bUS$161.8bUS$8.0b29.4x89x4.4x
Mon, 13 Oct 2025US$683.7bUS$157.3bUS$7.3b28.2x93.4x4.3x
Wed, 10 Sep 2025US$659.5bUS$157.1bUS$7.4b33.7x89.2x4.2x
Fri, 08 Aug 2025US$665.6bUS$156.6bUS$7.4b28x89.8x4.2x
Sun, 06 Jul 2025US$620.7bUS$153.6bUS$7.4b28.5x83.8x4x
Tue, 03 Jun 2025US$548.0bUS$153.4bUS$7.4b25.5x74.5x3.6x
Thu, 01 May 2025US$467.5bUS$152.8bUS$7.1b21x65.4x3.1x
Sat, 29 Mar 2025US$454.4bUS$151.5bUS$6.6b22.9x69.1x3x
Mon, 24 Feb 2025US$500.3bUS$151.4bUS$9.9b24.6x50.7x3.3x
Wed, 22 Jan 2025US$566.6bUS$151.1bUS$9.2b23.7x61.5x3.7x
Fri, 20 Dec 2024US$522.8bUS$151.1bUS$9.3b22.7x56.3x3.5x
Sun, 17 Nov 2024US$552.1bUS$152.2bUS$9.0b23.3x61.4x3.6x
Tue, 15 Oct 2024US$508.0bUS$151.2bUS$7.4b19.8x68.3x3.4x
Thu, 12 Sep 2024US$440.1bUS$151.3bUS$7.3b17.2x60.1x2.9x
Sat, 10 Aug 2024US$426.3bUS$150.9bUS$7.1b18.1x59.8x2.8x
Mon, 08 Jul 2024US$465.5bUS$157.0bUS$5.8b19x79.6x3x
Wed, 05 Jun 2024US$485.1bUS$159.6bUS$6.2b19.4x78.4x3x
Fri, 03 May 2024US$460.8bUS$160.4bUS$7.7b20.5x59.5x2.9x
Sun, 31 Mar 2024US$452.6bUS$125.8bUS$7.9b22.2x57.4x3.6x
Tue, 27 Feb 2024US$418.9bUS$127.9bUS$9.4b19.4x44.7x3.3x
Thu, 25 Jan 2024US$397.8bUS$139.2bUS$7.9b18.8x50.1x2.9x
Sat, 23 Dec 2023US$403.5bUS$139.3bUS$7.9b20.3x50.9x2.9x
Mon, 20 Nov 2023US$367.2bUS$139.0bUS$8.0b18.7x46.1x2.6x
Wed, 18 Oct 2023US$374.1bUS$144.1bUS$11.5b18.5x32.6x2.6x
Fri, 15 Sep 2023US$389.0bUS$144.2bUS$11.6b20.5x33.6x2.7x
Sun, 13 Aug 2023US$394.3bUS$144.8bUS$12.0b19.4x33x2.7x
Tue, 11 Jul 2023US$362.4bUS$130.9bUS$7.8b25.9x46.5x2.8x
Thu, 08 Jun 2023US$331.6bUS$131.1bUS$7.7b25.2x43.2x2.5x
Sat, 06 May 2023US$312.5bUS$130.3bUS$7.7b19.5x40.6x2.4x
Mon, 03 Apr 2023US$325.4bUS$128.0bUS$7.7b19.1x42.1x2.5x
Wed, 01 Mar 2023US$316.9bUS$116.0bUS$9.0b20.6x35.2x2.7x
Fri, 27 Jan 2023US$307.8bUS$114.2bUS$8.9b21.6x34.6x2.7x
Sun, 25 Dec 2022US$292.6bUS$113.8bUS$8.8b18.8x33.4x2.6x
Tue, 22 Nov 2022US$308.5bUS$113.3bUS$8.6b19.4x35.7x2.7x
Price to Earnings Ratio

35.7x


Total Market Cap: US$308.5bTotal Earnings: US$8.6bTotal Revenue: US$113.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Industry Price to Earnings3Y Average 57.6x202320242025
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 89.0x which is higher than its 3-year average PE of 57.6x.
  • The 3-year average PS ratio of 3.1x is lower than the industry's current PS ratio of 4.4x.
Past Earnings Growth
  • The earnings for companies in the Electrical industry have declined 2.6% per year over the last three years.
  • Meanwhile revenues for these companies have grown 13% 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, which has decreased profits.

Industry Trends

Which industries have driven the changes within the U.S. Industrials industry?

US Market-0.42%
Industrials-1.58%
Electrical-3.95%
Electrical Components-3.86%
Heavy Electrical Equipment-4.19%
Industry PE
  • Investors are most optimistic about the Heavy Electrical Equipment industry which is trading above its 3-year average PE ratio of 45.1x.
    • Analysts are expecting annual earnings growth of 38.6%, which is higher than its past year's earnings growth of 34.7% 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 48.6x.
Forecasted Growth
  • Analysts are most optimistic on the Heavy Electrical Equipment industry, expecting annual earnings growth of 39% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the Electrical Components industry is expected to see its earnings grow by 17% 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
SMR NuScale PowerUS$22.45-26.0%
US$1.2b		-2.4%PS97.9x
GEV GE VernovaUS$578.310.6%
+US$862.8m		75.4%PE92.1x
RUN SunrunUS$18.658.9%
+US$352.7m		88.6%PS1.9x
ROK Rockwell AutomationUS$377.131.0%
+US$348.6m		31.8%PE48.8x
ENS EnerSysUS$137.524.2%
+US$204.5m		43.1%PE15.1x

Latest News

VRT
US$170.97
Vertiv Holdings Co
7D
-4.9%
1Y
41.4%
ROK
US$377.13
Rockwell Automation
7D
1.0%
1Y
31.8%
SMR
US$22.45
NuScale Power
7D
-26.0%
1Y
-2.4%
EOSE
US$13.80
Eos Energy Enterprises
7D
-24.4%
1Y
530.1%
NXT
US$93.75
Nextpower
7D
-10.4%
1Y
154.8%
BW
US$6.67
Babcock & Wilcox Enterprises
7D
18.9%
1Y
276.8%
BE
US$111.89
Bloom Energy
7D
-17.2%
1Y
429.3%
ENS
US$137.52
EnerSys
7D
4.2%
1Y
43.1%

EnerSys' (NYSE:ENS) Shares Bounce 27% But Its Business Still Trails The Market

Nov 12
EnerSys' (NYSE:ENS) Shares Bounce 27% But Its Business Still Trails The Market
RUN
US$18.65
Sunrun
7D
8.9%
1Y
88.6%

Earnings Miss: Sunrun Inc. Missed EPS By 58% And Analysts Are Revising Their Forecasts

Nov 09
Earnings Miss: Sunrun Inc. Missed EPS By 58% And Analysts Are Revising Their Forecasts
EMR
US$127.58
Emerson Electric
7D
-1.5%
1Y
0.6%

Emerson Electric (NYSE:EMR) Has Announced That It Will Be Increasing Its Dividend To $0.555

Nov 08
Emerson Electric (NYSE:EMR) Has Announced That It Will Be Increasing Its Dividend To $0.555
HUBB
US$432.82
Hubbell
7D
-6.4%
1Y
-1.1%
FCEL
US$7.04
FuelCell Energy
7D
-6.4%
1Y
14.3%

Positive Sentiment Still Eludes FuelCell Energy, Inc. (NASDAQ:FCEL) Following 28% Share Price Slump

Nov 05
Positive Sentiment Still Eludes FuelCell Energy, Inc. (NASDAQ:FCEL) Following 28% Share Price Slump
ETN
US$352.39
Eaton
7D
-5.7%
1Y
-1.8%
NVT
US$106.55
nVent Electric
7D
-4.0%
1Y
46.3%
RRX
US$137.38
Regal Rexnord
7D
1.0%
1Y
-19.1%

RRX: Share Price Will Gain From Expansion Into Early-Stage Industrial Markets

Regal Rexnord's analyst fair value estimate has been slightly lowered from $180.40 to $177.73 per share, as analysts weigh persistent near-term headwinds against the company's anticipated gradual improvement in its long-term outlook. Analyst Commentary Analysts have issued a range of updated perspectives on Regal Rexnord, reflecting ongoing debate about the company's valuation and future growth potential amid persistent industry headwinds.
GEV
US$578.31
GE Vernova
7D
0.6%
1Y
75.4%

GEV: Rising Demand For Grid And Nuclear Solutions Will Drive Expansion

Narrative Update: Analyst Price Target for GE Vernova Increases Analysts have raised their price target for GE Vernova, increasing it from $672.71 to $678.93. They cite improving revenue growth and profit margins as key drivers for the upward revision.