Narrative Update • Jul 06
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U.S. Electrical Industry Analysis
UpdatedJul 08, 2026
DataAggregated Company Financials
Companies134
- 7D-8.9%
- 3M12.0%
- 1Y61.1%
- YTD37.2%
Over the last 7 days, the Electrical industry has risen 1.0%, driven by gains from GE Vernova of 4.5%. In the same time, Vicor was down 22%. This means that the industry has gained 67% over the past year. As for the next few years, earnings are expected to grow by 18% per annum.
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, 08 Jul 2026 | US$1.1t | US$171.8b | US$20.1b | 37.8x | 53.2x | 6.2x |
| Fri, 05 Jun 2026 | US$1.0t | US$171.8b | US$19.9b | 39.7x | 52.7x | 6.1x |
| Sun, 03 May 2026 | US$1.0t | US$170.4b | US$19.8b | 35x | 52.9x | 6.1x |
| Tue, 31 Mar 2026 | US$825.5b | US$167.2b | US$14.9b | 30.6x | 55.2x | 4.9x |
| Thu, 26 Feb 2026 | US$890.8b | US$166.6b | US$11.3b | 34.9x | 78.6x | 5.3x |
| Sat, 24 Jan 2026 | US$756.7b | US$162.2b | US$7.5b | 32.5x | 101.4x | 4.7x |
| Mon, 22 Dec 2025 | US$689.5b | US$161.8b | US$7.4b | 31.4x | 92.9x | 4.3x |
| Wed, 19 Nov 2025 | US$672.4b | US$162.0b | US$7.5b | 26.7x | 89.3x | 4.2x |
| Fri, 17 Oct 2025 | US$729.2b | US$157.3b | US$7.3b | 30.5x | 99.6x | 4.6x |
| Sun, 14 Sep 2025 | US$670.0b | US$157.1b | US$7.3b | 30.5x | 91.3x | 4.3x |
| Tue, 12 Aug 2025 | US$659.8b | US$156.8b | US$7.4b | 31.7x | 88.9x | 4.2x |
| Thu, 10 Jul 2025 | US$617.7b | US$153.6b | US$7.4b | 27.7x | 83.3x | 4x |
| Sat, 07 Jun 2025 | US$559.1b | US$153.4b | US$7.4b | 26.4x | 75.8x | 3.6x |
| Mon, 05 May 2025 | US$485.1b | US$153.5b | US$7.4b | 22.4x | 65.2x | 3.2x |
| Wed, 02 Apr 2025 | US$442.5b | US$151.5b | US$6.6b | 22.8x | 67.1x | 2.9x |
| Fri, 28 Feb 2025 | US$500.5b | US$151.4b | US$9.8b | 24.5x | 51.1x | 3.3x |
| Sun, 26 Jan 2025 | US$589.9b | US$151.7b | US$9.5b | 24x | 62.1x | 3.9x |
| Tue, 24 Dec 2024 | US$536.7b | US$151.1b | US$9.3b | 22.5x | 57.9x | 3.6x |
| Thu, 21 Nov 2024 | US$568.5b | US$150.6b | US$9.2b | 22.4x | 61.5x | 3.8x |
| Sat, 19 Oct 2024 | US$513.7b | US$151.2b | US$7.5b | 19.5x | 68.4x | 3.4x |
| Mon, 16 Sep 2024 | US$454.0b | US$151.2b | US$7.4b | 18.1x | 61.5x | 3x |
| Wed, 14 Aug 2024 | US$424.5b | US$151.4b | US$7.2b | 18.3x | 58.8x | 2.8x |
| Fri, 12 Jul 2024 | US$477.6b | US$157.0b | US$5.8b | 19.6x | 81.7x | 3x |
| Sun, 09 Jun 2024 | US$471.4b | US$159.6b | US$6.2b | 19.7x | 76.1x | 3x |
| Tue, 07 May 2024 | US$481.7b | US$160.5b | US$7.7b | 21.3x | 62.5x | 3x |
| Thu, 04 Apr 2024 | US$454.4b | US$125.8b | US$7.9b | 22.6x | 57.7x | 3.6x |
| Sat, 02 Mar 2024 | US$426.0b | US$126.0b | US$7.9b | 20.4x | 54x | 3.4x |
| Mon, 29 Jan 2024 | US$396.5b | US$139.2b | US$8.0b | 19.6x | 49.9x | 2.8x |
| Wed, 27 Dec 2023 | US$403.6b | US$139.3b | US$7.9b | 20.4x | 50.9x | 2.9x |
| Fri, 24 Nov 2023 | US$365.3b | US$139.0b | US$8.0b | 18.7x | 45.9x | 2.6x |
| Sun, 22 Oct 2023 | US$343.2b | US$144.1b | US$11.5b | 17.2x | 29.9x | 2.4x |
| Tue, 19 Sep 2023 | US$390.6b | US$144.2b | US$11.6b | 20.4x | 33.7x | 2.7x |
| Thu, 17 Aug 2023 | US$388.1b | US$144.7b | US$11.9b | 19.3x | 32.6x | 2.7x |
| Sat, 15 Jul 2023 | US$367.6b | US$130.9b | US$7.8b | 26x | 47.2x | 2.8x |
Price to Earnings Ratio
47.2x
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 51.4x which is lower than its 3-year average PE of 64.5x.
- The 3-year average PS ratio of 3.7x 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 9.5% 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 | -0.65% | |
| Industrials | -2.96% | |
| Electrical | -8.91% | |
| Electrical Components | -8.61% | |
| Heavy Electrical Equipment | -9.36% | |
Industry PE
- Investors are most optimistic about the Electrical Components industry, which is trading close to its 3-year average PE ratio of 55.3x.
- Analysts expect its future annual earnings growth (18.9%) 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 79.9x.
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 17% 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 | |
|---|---|---|---|---|---|
| WBX Wallbox | US$5.38 | 40.8% +US$54.5m | -10.6% | PS0.8x | |
| SHLS Shoals Technologies Group | US$10.04 | 1.4% +US$23.5m | 75.7% | PE50.2x | |
| BESS Bimergen Energy | US$4.58 | 12.5% +US$3.6m | -23.8% | PB1.1x | |
| SMXT SolarMax Technology | US$0.36 | 3.3% +US$654.4k | -67.8% | PS0.2x | |
| PN PN Smart Energy | US$3.81 | 1.1% +US$556.0k | -92.4% | PS0.8x |