U.S. Electrical Industry Analysis

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
Wed, 03 Jun 2026	US$1.0t	US$171.8b	US$19.9b	39.8x	51.8x	6x
Fri, 01 May 2026	US$1.0t	US$170.0b	US$19.7b	36.2x	51.8x	6x
Sun, 29 Mar 2026	US$823.5b	US$167.2b	US$14.9b	31.5x	55.3x	4.9x
Tue, 24 Feb 2026	US$863.3b	US$166.5b	US$11.3b	34.8x	76.4x	5.2x
Thu, 22 Jan 2026	US$748.6b	US$162.0b	US$7.4b	32.9x	100.5x	4.6x
Sat, 20 Dec 2025	US$675.6b	US$161.8b	US$7.4b	31.4x	91.1x	4.2x
Mon, 17 Nov 2025	US$686.1b	US$162.0b	US$7.5b	28.4x	91x	4.2x
Wed, 15 Oct 2025	US$719.9b	US$157.3b	US$7.3b	29.9x	98.3x	4.6x
Fri, 12 Sep 2025	US$667.8b	US$157.1b	US$7.3b	30.8x	91x	4.2x
Sun, 10 Aug 2025	US$659.8b	US$156.8b	US$7.5b	30.6x	88.4x	4.2x
Tue, 08 Jul 2025	US$620.8b	US$153.6b	US$7.4b	27.6x	83.7x	4x
Thu, 05 Jun 2025	US$560.0b	US$153.4b	US$7.4b	26.1x	76.1x	3.7x
Sat, 03 May 2025	US$476.4b	US$153.0b	US$7.3b	22.5x	65.4x	3.1x
Mon, 31 Mar 2025	US$443.7b	US$151.5b	US$6.6b	22.9x	67.4x	2.9x
Wed, 26 Feb 2025	US$488.7b	US$151.4b	US$9.9b	25.6x	49.6x	3.2x
Fri, 24 Jan 2025	US$597.3b	US$151.7b	US$9.5b	23.9x	62.8x	3.9x
Sun, 22 Dec 2024	US$536.7b	US$151.1b	US$9.3b	22.5x	57.9x	3.6x
Tue, 19 Nov 2024	US$552.1b	US$150.5b	US$9.2b	23.5x	59.9x	3.7x
Thu, 17 Oct 2024	US$507.1b	US$151.2b	US$7.5b	19.9x	67.5x	3.4x
Sat, 14 Sep 2024	US$448.4b	US$151.3b	US$7.3b	18.1x	61.2x	3x
Mon, 12 Aug 2024	US$427.8b	US$150.9b	US$7.1b	18.1x	60.1x	2.8x
Wed, 10 Jul 2024	US$469.8b	US$157.0b	US$5.8b	18.9x	80.4x	3x
Fri, 07 Jun 2024	US$484.2b	US$159.6b	US$6.2b	19x	78.3x	3x
Sun, 05 May 2024	US$475.2b	US$160.5b	US$7.7b	20.8x	61.6x	3x
Tue, 02 Apr 2024	US$452.6b	US$125.8b	US$7.9b	22.6x	57.4x	3.6x
Thu, 29 Feb 2024	US$420.7b	US$127.8b	US$9.4b	19.3x	44.8x	3.3x
Sat, 27 Jan 2024	US$397.8b	US$139.2b	US$8.0b	19.6x	50x	2.9x
Mon, 25 Dec 2023	US$403.6b	US$139.3b	US$7.9b	20.3x	50.9x	2.9x
Wed, 22 Nov 2023	US$367.2b	US$139.0b	US$8.0b	18.7x	46.1x	2.6x
Fri, 20 Oct 2023	US$350.8b	US$144.1b	US$11.5b	17.4x	30.5x	2.4x
Sun, 17 Sep 2023	US$390.2b	US$144.2b	US$11.6b	20.1x	33.7x	2.7x
Tue, 15 Aug 2023	US$395.8b	US$144.8b	US$12.0b	19.5x	33.1x	2.7x
Thu, 13 Jul 2023	US$366.6b	US$130.9b	US$7.8b	26.4x	47x	2.8x
Sat, 10 Jun 2023	US$337.1b	US$131.1b	US$7.7b	24.5x	44x	2.6x

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 51.8x which is lower than its 3-year average PE of 64.3x.

The 3-year average PS ratio of 3.6x is lower than the industry's current PS ratio of 6.0x.

Past Earnings Growth

The earnings for companies in the Electrical industry have grown 37% per year over the last three years.
Revenues for these companies have grown 9.4% 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	1.22%
Industrials	-0.21%
Electrical	-0.14%
Electrical Components	3.01%
Heavy Electrical Equipment	-5.16%

Industry PE

Investors are most optimistic about the Electrical Components industry, which is trading close to its 3-year average PE ratio of 54.6x.

Analysts expect its future annual earnings growth (19.0%) 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 78.2x.

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?

Company	Last Price	7D	1Y	Valuation
ETN Eaton	US$417.62	3.6% +US$5.6b	28.2%	PE40.7x
VRT Vertiv Holdings Co	US$334.49	3.3% +US$4.1b	197.7%	PE82.4x
NXT Nextpower	US$152.22	16.0% +US$3.2b	162.5%	PE39x
FPS Forgent Power Solutions	US$56.88	14.1% +US$1.7b	n/a	PE813.6x
FLNC Fluence Energy	US$27.91	30.8% +US$873.9m	485.1%	PS1.4x

X-Energy Submits Xe-100 High Temperature Gas-Cooled Reactor for Uk Generic Design Assessment

X-energy, Inc. submitted an application to enter the United Kingdom’s Generic Design Assessment process for its Xe-100 High Temperature Gas-cooled Reactor. Subject to acceptance, submission marks a significant milestone in X-energy and Centrica’s efforts to deploy up to 6 GW of new nuclear in the United Kingdom, initiating a critical step in the UK licensing process. Generic Design Assessment is the UK’s established regulatory pathway for licensing new nuclear technologies, evaluating safety, security, safeguards, and environmental impact independent of site-specific considerations. The assessment will be administered by the UK Office for Nuclear Regulation (ONR), Environment Agency, Natural Resources Wales and the Department for Energy Security and Net Zero (DESNZ), and is expected to conclude by the end of 2029. X-energy has been in active dialogue with UK regulatory authorities since 2024 through the Early Engagement process. The Company’s latest submission builds on its U.S. licensing progress and is expected to further benefit from expanded collaboration between ONR and the U.S. Nuclear Regulatory Commission that allows for direct transfer of design documentation and safety analyses. This streamlined approach allows applicants to leverage NRC-approved technical documents throughout the assessment, creating opportunities for enhanced efficiency in the UK’s licensing process. The Xe-100 is an 80 MWe HTGR deployed in four-or-twelve-unit plants, capable of providing both electricity, and high-temperature heat and steam for industrial applications. In September 2025, X-energy and Centrica signed a Joint Development Agreement for the UK’s first advanced nuclear fleet, targeting 6 GW nationwide with Hartlepool identified as the preferred first site for a 12-unit/960 MWe Xe-100 plant. The project is currently advancing through the UK Government's Advanced Nuclear Pipeline assessment. The United Kingdom has extensive operational experience with gas reactor technology, with eight currently-operating Advanced Gas-Cooled Reactors, a predecessor to X-energy’s HTGR technology. In 2024, X-energy was selected for DESNZ’s Future Nuclear Enabling Fund to develop UK-specific deployment plans including assessment of domestic manufacturing opportunities, supply chain development, constructability, modularization studies, and fuel management. This culminated in multiple technical and commercial studies estimating a minimum of £40 billion in lifetime economic value, with £12 billion arising from the first project alone. X-energy and Centrica’s agreement helps to strengthen U.K. energy security and supports the Government's commitment to expand access to clean, safe, reliable energy.

U.S. Electrical Industry Analysis

Industry Valuation and Performance

Industry Trends

Top Stock Gainers and Losers

Latest News

Consensus EPS estimates fall by 13%, revenue upgraded

X-Energy Submits Xe-100 High Temperature Gas-Cooled Reactor for Uk Generic Design Assessment

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VRT: AI Data Center Backlog And Liquid Cooling Expansion Will Drive Upside

Independent Chairman of the Board recently sold US$320k worth of stock

Chief Executive Officer of Wind notifies of intention to sell stock

Insufficient new directors

Power Solutions International Draws Investor Attention Amid CEO Shift and Data Center Focus

Babcock & Wilcox Draws Bullish Attention as Clean Energy Demand Surges

Nextpower Inc. (NasdaqGS:NXT) entered into a definitive agreement to acquire Prevalon Energy LLC from Mitsubishi Power Americas, Inc. and Emerald Energy Storage LLC for approximately $370 million.

Forgent Power Solutions Launches Upsized US$47 Share Offering to Reshape Ownership Structure

Rockwell Automation Invests in Slamcore to Advance Visual AI for Industrial Applications

EnerSys Realigns its Previous Four Operating Segments into A Three-Segment Operating Model

ETN: Future Returns Will Reflect AI Power Demand And Boyd Data Center Expansion

AMETEK Tops Q1 Forecasts With Record Sales and Raises 2026 Earnings Outlook