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U.S. Electrical Industry Analysis

UpdatedMay 27, 2025
DataAggregated Company Financials
Companies131
  • 7D-0.6%
  • 3M11.6%
  • 1Y12.3%
  • YTD2.6%

Over the last 7 days, the Electrical industry has remained flat, although notably GE Vernova gained 4.8%. As for the the longer term, the industry is up 12% over the past 12 months. Earnings are forecast to grow by 17% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 28 May 2025US$543.1bUS$153.4bUS$7.4b26.7x73.8x3.5x
Fri, 25 Apr 2025US$440.1bUS$152.8bUS$7.1b22.2x61.7x2.9x
Sun, 23 Mar 2025US$475.2bUS$151.5bUS$6.4b23.4x74.2x3.1x
Tue, 18 Feb 2025US$525.5bUS$151.4bUS$9.8b26.3x53.5x3.5x
Thu, 16 Jan 2025US$548.8bUS$151.1bUS$9.2b23.2x59.5x3.6x
Sat, 14 Dec 2024US$557.9bUS$151.1bUS$9.3b23.8x60.2x3.7x
Mon, 11 Nov 2024US$562.6bUS$152.0bUS$8.9b24.3x63x3.7x
Wed, 09 Oct 2024US$499.3bUS$151.2bUS$7.4b19.5x67.1x3.3x
Fri, 06 Sep 2024US$431.4bUS$151.3bUS$7.3b18x58.8x2.9x
Sun, 04 Aug 2024US$421.8bUS$151.7bUS$7.4b17.9x57.4x2.8x
Tue, 02 Jul 2024US$469.2bUS$159.5bUS$6.2b19x75.4x2.9x
Thu, 30 May 2024US$501.6bUS$159.6bUS$6.2b23.1x81.1x3.1x
Sat, 27 Apr 2024US$474.0bUS$159.6bUS$7.6b21.3x62.7x3x
Mon, 25 Mar 2024US$450.6bUS$126.0bUS$8.0b22x56.6x3.6x
Wed, 21 Feb 2024US$411.5bUS$129.3bUS$9.4b19.8x43.7x3.2x
Fri, 19 Jan 2024US$389.1bUS$139.2bUS$7.9b19.2x49x2.8x
Sun, 17 Dec 2023US$400.4bUS$139.3bUS$7.9b20.3x50.5x2.9x
Tue, 14 Nov 2023US$354.2bUS$140.3bUS$8.6b17.4x41x2.5x
Thu, 12 Oct 2023US$381.7bUS$144.1bUS$11.5b19.3x33.2x2.6x
Sat, 09 Sep 2023US$402.6bUS$144.2bUS$11.6b20.8x34.8x2.8x
Mon, 07 Aug 2023US$393.6bUS$144.2bUS$12.2b22x32.3x2.7x
Wed, 05 Jul 2023US$362.9bUS$130.9bUS$7.8b26.3x46.5x2.8x
Fri, 02 Jun 2023US$320.8bUS$131.0bUS$7.8b22.6x41.2x2.4x
Sun, 30 Apr 2023US$309.1bUS$129.0bUS$7.9b17.9x39.1x2.4x
Tue, 28 Mar 2023US$307.6bUS$127.9bUS$7.8b18.5x39.6x2.4x
Thu, 23 Feb 2023US$312.2bUS$116.1bUS$8.8b19.7x35.6x2.7x
Sat, 21 Jan 2023US$301.1bUS$114.1bUS$8.8b20.1x34.4x2.6x
Mon, 19 Dec 2022US$296.3bUS$113.8bUS$8.8b18.2x33.7x2.6x
Wed, 16 Nov 2022US$313.8bUS$113.1bUS$8.7b18.3x36.1x2.8x
Fri, 14 Oct 2022US$274.6bUS$108.4bUS$8.5b19x32.4x2.5x
Sun, 11 Sep 2022US$308.2bUS$107.9bUS$8.4b20.3x36.6x2.9x
Tue, 09 Aug 2022US$307.4bUS$107.3bUS$8.1b20.4x37.8x2.9x
Thu, 07 Jul 2022US$254.8bUS$105.0bUS$7.5b17.3x33.8x2.4x
Sat, 04 Jun 2022US$289.8bUS$104.8bUS$7.5b19.3x38.5x2.8x
Price to Earnings Ratio

38.5x


Total Market Cap: US$289.8bTotal Earnings: US$7.5bTotal Revenue: US$104.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Industry Price to Earnings3Y Average 49.3x202320242025
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 73.8x which is higher than its 3-year average PE of 49.3x.
  • The 3-year average PS ratio of 2.9x is lower than the industry's current PS ratio of 3.5x.
Past Earnings Growth
  • The earnings for companies in the Electrical industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 14% 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 and as a result, profits have held steady.

Industry Trends

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

US Market-2.65%
Industrials-2.72%
Electrical-0.65%
Heavy Electrical Equipment5.08%
Electrical Components-2.55%
Industry PE
  • Investors are most optimistic about the Heavy Electrical Equipment industry which is trading above its 3-year average PE ratio of 10.9x.
    • Analysts are expecting annual earnings growth of 25.0%, which is lower than the prior year's growth of 56.4% 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 42.2x.
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 56% per year.
  • In contrast, the Electrical Components industry is expected to see its earnings grow by 15% 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$471.514.8%
+US$5.9b
164.8%PE66.5x
EMR Emerson ElectricUS$120.972.5%
+US$1.7b
8.0%PE34.5x
SMR NuScale PowerUS$35.5251.3%
+US$1.6b
274.7%PS96.6x
VRT Vertiv Holdings CoUS$109.793.2%
+US$1.3b
4.4%PE62.8x
ROK Rockwell AutomationUS$313.091.6%
+US$563.6m
21.1%PE39.1x
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Latest News

SMR

US$35.52

NuScale Power

7D

51.3%

1Y

274.7%

EMR

US$120.97

Emerson Electric

7D

2.5%

1Y

8.0%

ENS

US$84.14

EnerSys

7D

-14.3%

1Y

-21.7%

NNE

US$34.89

NANO Nuclear Energy

7D

34.7%

1Y

535.5%

BE

US$19.76

Bloom Energy

7D

3.4%

1Y

19.5%

ARRY

US$7.00

Array Technologies

7D

-8.7%

1Y

-48.1%

ELPW

US$5.06

Elong Power Holding

7D

-23.0%

1Y

-53.4%