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U.S. Electrical Industry Analysis

UpdatedFeb 10, 2026
DataAggregated Company Financials
Companies132
  • 7D4.4%
  • 3M17.6%
  • 1Y53.1%
  • YTD16.6%

In the last week, the Electrical industry is up 4.4%, with GE Vernova up 6.2%. This means that the industry has gained 53% 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
Tue, 10 Feb 2026US$834.5bUS$166.0bUS$11.1b35.9x75x5x
Thu, 08 Jan 2026US$735.1bUS$161.8bUS$7.4b31.2x98.9x4.5x
Sat, 06 Dec 2025US$713.0bUS$161.8bUS$7.4b31.3x96.1x4.4x
Mon, 03 Nov 2025US$737.4bUS$160.0bUS$8.0b31.7x92.2x4.6x
Wed, 01 Oct 2025US$670.4bUS$157.1bUS$7.3b29.4x91.4x4.3x
Fri, 29 Aug 2025US$657.0bUS$157.1bUS$7.4b30.4x89x4.2x
Sun, 27 Jul 2025US$688.2bUS$154.5bUS$6.7b28.2x103x4.5x
Tue, 24 Jun 2025US$577.5bUS$153.4bUS$7.4b26.5x77.7x3.8x
Thu, 22 May 2025US$545.8bUS$153.3bUS$7.3b25.5x74.6x3.6x
Sat, 19 Apr 2025US$428.1bUS$151.6bUS$6.6b21.6x65.1x2.8x
Mon, 17 Mar 2025US$465.2bUS$151.6bUS$6.4b23.7x72.6x3.1x
Wed, 12 Feb 2025US$546.3bUS$150.9bUS$9.7b25.5x56.6x3.6x
Fri, 10 Jan 2025US$549.4bUS$151.1bUS$9.2b22.8x59.6x3.6x
Sun, 08 Dec 2024US$574.6bUS$151.1bUS$9.3b23.5x61.9x3.8x
Tue, 05 Nov 2024US$508.5bUS$153.0bUS$7.9b19.1x64.4x3.3x
Thu, 03 Oct 2024US$489.4bUS$151.2bUS$7.4b20.1x65.8x3.2x
Sat, 31 Aug 2024US$444.9bUS$151.3bUS$7.3b18.8x61.1x2.9x
Mon, 29 Jul 2024US$465.5bUS$157.3bUS$7.4b19.9x63.3x3x
Wed, 26 Jun 2024US$477.8bUS$159.6bUS$6.2b19.2x76.9x3x
Fri, 24 May 2024US$498.3bUS$160.8bUS$7.8b20.9x63.9x3.1x
Sun, 21 Apr 2024US$450.8bUS$159.1bUS$7.5b20.1x60.2x2.8x
Tue, 19 Mar 2024US$437.3bUS$126.0bUS$7.9b21.1x55.1x3.5x
Thu, 15 Feb 2024US$410.1bUS$130.3bUS$9.5b19.9x43.4x3.1x
Sat, 13 Jan 2024US$391.4bUS$139.2bUS$7.9b19.3x49.3x2.8x
Mon, 11 Dec 2023US$370.5bUS$139.3bUS$7.9b19.4x46.7x2.7x
Wed, 08 Nov 2023US$354.0bUS$145.7bUS$9.9b17.6x35.9x2.4x
Fri, 06 Oct 2023US$363.1bUS$144.1bUS$11.5b18.3x31.6x2.5x
Sun, 03 Sep 2023US$407.1bUS$144.2bUS$11.6b20.7x35.1x2.8x
Tue, 01 Aug 2023US$371.7bUS$131.1bUS$7.8b25.8x47.8x2.8x
Thu, 29 Jun 2023US$354.2bUS$131.1bUS$7.6b25.9x46.6x2.7x
Sat, 27 May 2023US$322.4bUS$131.0bUS$7.8b22.9x41.4x2.5x
Mon, 24 Apr 2023US$307.9bUS$128.2bUS$7.7b19.4x39.8x2.4x
Wed, 22 Mar 2023US$314.1bUS$127.7bUS$7.8b19.4x40.5x2.5x
Fri, 17 Feb 2023US$316.7bUS$114.1bUS$8.7b20x36.4x2.8x
Price to Earnings Ratio

36.4x


Total Market Cap: US$316.7bTotal 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 Market0.33%
Industrials4.03%
Electrical4.35%
Heavy Electrical Equipment5.07%
Electrical Components4.03%
Industry PE
  • Investors are most optimistic about the Electrical Components industry which is trading above its 3-year average PE ratio of 51.9x.
    • 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 70.0x.
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
ETN EatonUS$377.064.9%
+US$6.8b		17.9%PE35.8x
EMR Emerson ElectricUS$160.017.7%
+US$6.4b		26.2%PE39x
GEV GE VernovaUS$801.542.7%
+US$5.7b		114.9%PE44.2x
VRT Vertiv Holdings CoUS$202.006.3%
+US$4.6b		60.6%PE74.7x
BE Bloom EnergyUS$155.17-8.1%
US$3.5b		544.7%PS21.5x

Latest News

GEV
US$801.54
GE Vernova
7D
2.7%
1Y
114.9%

GEV: Buybacks And Grid Projects Will Support Balanced Long Term Returns

Analysts have raised their price targets on GE Vernova, citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E, which together support a higher implied valuation for the stock. What's in the News Onshore Wind business received 2025 orders to repower 1.1 GW of U.S. onshore wind turbines, using U.S. manufactured nacelles and drive trains from the Pensacola, Florida facility, with projects expected to reach commercial operation between 2026 and 2027 (Key Developments).
RRX
US$216.59
Regal Rexnord
7D
26.5%
1Y
59.7%

Data Center And Rare Earth Risks Will Constrain Long Term Prospects

Catalysts About Regal Rexnord Regal Rexnord supplies power management, motion control and related industrial solutions across data centers, automation, HVAC, aerospace, defense and other industrial markets. What are the underlying business or industry changes driving this perspective?
AMPX
US$12.49
Amprius Technologies
7D
-14.9%
1Y
274.0%

AMPX: Drone Demand And 2026 Top Pick Status Will Drive Repricing

Analysts have nudged their fair value estimate for Amprius Technologies higher to about US$17.57 from roughly US$17.17. They point to recent bullish coverage, including a 2026 Top Pick call and supportive views on the company’s positioning in drones and potential market share gains.
EOSE
US$13.24
Eos Energy Enterprises
7D
-8.1%
1Y
169.7%

EOSE: Equity Raise And New Storage Architecture Will Support Future Repricing

Analysts have adjusted their price target for Eos Energy Enterprises to reflect updated views on discount rates, revenue growth expectations and profit margins, while keeping fair value essentially unchanged at US$16.13. What's in the News Eos Energy Enterprises announced Eos Indensity, an energy storage architecture built on its Z3 module and zinc powered Znyth technology, with an unveiling event scheduled for January 14, 2026 (Key Developments).
POWL
US$561.89
Powell Industries
7D
27.6%
1Y
155.5%
ENS
US$176.30
EnerSys
7D
-7.2%
1Y
73.8%
ROK
US$410.66
Rockwell Automation
7D
-4.3%
1Y
35.8%

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$155.17
Bloom Energy
7D
-8.1%
1Y
544.7%

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
TE
US$7.64
T1 Energy
7D
-11.8%
1Y
331.6%
NVT
US$114.62
nVent Electric
7D
-4.0%
1Y
70.7%
EMR
US$160.01
Emerson Electric
7D
7.7%
1Y
26.2%
ETN
US$377.06
Eaton
7D
4.9%
1Y
17.9%

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$233.41
AMETEK
7D
2.5%
1Y
25.5%

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
VRT
US$202.00
Vertiv Holdings Co
7D
6.3%
1Y
60.6%

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).
VICR
US$159.04
Vicor
7D
-4.6%
1Y
222.4%
FLNC
US$19.40
Fluence Energy
7D
-39.8%
1Y
177.1%