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U.S. Electrical Industry Analysis

UpdatedNov 04, 2025
DataAggregated Company Financials
Companies129
  • 7D2.4%
  • 3M10.3%
  • 1Y45.3%
  • YTD39.0%

In the last week, the Electrical industry is up 2.4%, with Bloom Energy up 31%. During this same period, the Generac Holdings underperformed, falling 14%. This takes the industry's 12 month performance to a gain of 45%. Earnings are forecast to grow by 22% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 05 Nov 2025US$737.5bUS$160.0bUS$8.0b31.1x92.2x4.6x
Fri, 03 Oct 2025US$690.5bUS$157.3bUS$7.3b29.1x94.3x4.4x
Sun, 31 Aug 2025US$649.2bUS$157.1bUS$7.4b30.2x87.8x4.1x
Tue, 29 Jul 2025US$688.2bUS$154.5bUS$6.7b28.2x103x4.5x
Thu, 26 Jun 2025US$592.2bUS$153.4bUS$7.4b26.7x79.7x3.9x
Sat, 24 May 2025US$539.5bUS$153.4bUS$7.4b26.1x73.3x3.5x
Mon, 21 Apr 2025US$428.1bUS$151.6bUS$6.6b21.6x65.1x2.8x
Wed, 19 Mar 2025US$478.1bUS$151.5bUS$6.4b23.3x74.6x3.2x
Fri, 14 Feb 2025US$528.9bUS$151.4bUS$9.8b26x53.8x3.5x
Sun, 12 Jan 2025US$542.4bUS$147.3bUS$8.8b22.3x61.7x3.7x
Tue, 10 Dec 2024US$574.6bUS$151.1bUS$9.3b23.7x61.9x3.8x
Thu, 07 Nov 2024US$526.4bUS$152.8bUS$8.0b22x65.6x3.4x
Sat, 05 Oct 2024US$486.9bUS$151.2bUS$7.4b19.9x65.4x3.2x
Mon, 02 Sep 2024US$453.9bUS$151.3bUS$7.3b18.8x62.3x3x
Wed, 31 Jul 2024US$463.0bUS$157.3bUS$7.4b19.8x62.7x2.9x
Fri, 28 Jun 2024US$470.3bUS$159.6bUS$6.2b19.6x75.7x2.9x
Sun, 26 May 2024US$507.1bUS$159.6bUS$6.2b21.9x82x3.2x
Tue, 23 Apr 2024US$450.8bUS$159.1bUS$7.5b20.1x60.2x2.8x
Thu, 21 Mar 2024US$437.5bUS$126.0bUS$7.9b21.4x55.1x3.5x
Sat, 17 Feb 2024US$418.1bUS$129.3bUS$9.4b19.7x44.4x3.2x
Mon, 15 Jan 2024US$391.5bUS$139.2bUS$7.9b19.3x49.3x2.8x
Wed, 13 Dec 2023US$382.2bUS$139.3bUS$7.9b19.2x48.2x2.7x
Fri, 10 Nov 2023US$350.8bUS$140.2bUS$8.8b16.9x40x2.5x
Sun, 08 Oct 2023US$370.4bUS$144.1bUS$11.5b18.7x32.3x2.6x
Tue, 05 Sep 2023US$406.8bUS$144.0bUS$11.6b20.7x35x2.8x
Thu, 03 Aug 2023US$397.0bUS$144.2bUS$12.2b24.7x32.6x2.8x
Sat, 01 Jul 2023US$363.4bUS$131.0bUS$7.6b26.2x47.8x2.8x
Mon, 29 May 2023US$322.5bUS$131.0bUS$7.8b22.9x41.4x2.5x
Wed, 26 Apr 2023US$307.0bUS$128.2bUS$7.7b19x39.7x2.4x
Fri, 24 Mar 2023US$308.8bUS$127.9bUS$7.8b18.2x39.8x2.4x
Sun, 19 Feb 2023US$317.1bUS$114.2bUS$8.7b19.5x36.5x2.8x
Tue, 17 Jan 2023US$316.4bUS$114.1bUS$8.8b20.7x36.1x2.8x
Thu, 15 Dec 2022US$311.0bUS$113.8bUS$8.8b18.3x35.4x2.7x
Sat, 12 Nov 2022US$313.1bUS$113.0bUS$8.7b19.3x35.9x2.8x
Price to Earnings Ratio

35.9x


Total Market Cap: US$313.1bTotal Earnings: US$8.7bTotal Revenue: US$113.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Industry Price to Earnings3Y Average 57.1x202320242025
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 92.2x which is higher than its 3-year average PE of 57.0x.
  • The 3-year average PS ratio of 3.1x is lower than the industry's current PS ratio of 4.6x.
Past Earnings Growth
  • The earnings for companies in the Electrical industry have declined 3.0% per year over the last three years.
  • Meanwhile revenues for these companies have grown 12% 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-0.91%
Industrials-0.68%
Electrical2.40%
Heavy Electrical Equipment3.75%
Electrical Components1.88%
Industry PE
  • Investors are most optimistic about the Heavy Electrical Equipment industry which is trading above its 3-year average PE ratio of 43.1x.
    • Analysts expect its future annual earnings growth (37.1%) to be largely in line with prior year's earnings growth.
  • 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 48.2x.
Forecasted Growth
  • Analysts are most optimistic on the Heavy Electrical Equipment industry, expecting annual earnings growth of 37% 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
BE Bloom EnergyUS$129.0513.9%
+US$3.7b		1,032.0%PE1998.9x
AME AMETEKUS$198.067.0%
+US$2.8b		8.8%PE31x
EMR Emerson ElectricUS$137.742.4%
+US$1.8b		17.1%PE35.1x
NVT nVent ElectricUS$109.625.2%
+US$914.3m		57.1%PE59.7x
ETN EatonUS$377.720.5%
+US$665.7m		11.9%PE37.5x

Latest News

ETN
US$377.72
Eaton
7D
0.5%
1Y
11.9%
GNRC
US$156.59
Generac Holdings
7D
-17.6%
1Y
-13.9%
NVT
US$109.62
nVent Electric
7D
5.2%
1Y
57.1%
PLUG
US$2.52
Plug Power
7D
-9.7%
1Y
0%

Plug Power Inc.'s (NASDAQ:PLUG) Share Price Is Still Matching Investor Opinion Despite 28% Slump

Nov 04
Plug Power Inc.'s (NASDAQ:PLUG) Share Price Is Still Matching Investor Opinion Despite 28% Slump
BE
US$129.05
Bloom Energy
7D
13.9%
1Y
1,032.0%
EOSE
US$14.10
Eos Energy Enterprises
7D
-6.1%
1Y
343.4%

EOSE: Near-Term Execution Risks Will Challenge Expansion Momentum

The analyst price target for Eos Energy Enterprises has increased from $11.79 to $14.07 per share. Analysts cite enhanced confidence in the company's technology, recent contract wins, and domestic positioning, despite ongoing execution and scaling challenges.
HUBB
US$459.44
Hubbell
7D
0.9%
1Y
4.5%

HUBB: Organic Momentum And Management Execution Will Shape Balanced Outlook

Analysts have raised their price target on Hubbell from approximately $461 to $481, citing expectations for accelerating organic growth and improved consensus forecasts over the coming year. Analyst Commentary Bullish Takeaways Bullish analysts now project a 10% organic growth rate over the next year, representing a marked improvement from the negative growth seen previously.
ROK
US$359.85
Rockwell Automation
7D
-0.6%
1Y
33.7%
VRT
US$180.82
Vertiv Holdings Co
7D
-5.1%
1Y
60.8%
RRX
US$135.20
Regal Rexnord
7D
-6.6%
1Y
-19.5%

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.
AME
US$198.06
AMETEK
7D
7.0%
1Y
8.8%

AME: Margin Management And Organic Sales Trends Will Influence Multi-Industry Outlook

AMETEK's analyst price target has increased to $216.53 from $205.94. This reflects optimism around improving organic sales, positive order trends, and expectations for margin resilience despite near-term headwinds, according to recent analyst updates.
GEV
US$547.96
GE Vernova
7D
-4.0%
1Y
73.5%

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.
NXT
US$99.81
Nextracker
7D
2.9%
1Y
126.4%

NXT: Expanding Global Partnerships And Profit Outlook Will Maintain Balanced Prospects

Analysts have raised Nextracker's fair value price target from $78.38 to $98.65, citing minor adjustments in growth expectations and profitability forecasts. What's in the News Nextracker launched its NX Earth Truss foundation solution in Australia, supported by a grant from the Australian Renewable Energy Agency to accelerate large-scale solar deployment and simplify building on challenging terrain (Key Developments).
FLNC
US$19.18
Fluence Energy
7D
6.0%
1Y
-14.5%
SMR
US$35.63
NuScale Power
7D
-15.4%
1Y
89.3%

Analysts Weigh NuScale Power Valuation Amid SMR Milestones and Revised Price Targets

NuScale Power's analyst price target has decreased from approximately $41.69 to $40.84, as analysts cite ongoing valuation concerns and increased uncertainty around key contract milestones. This comes despite positive developments in the company's pipeline.
EMR
US$137.74
Emerson Electric
7D
2.4%
1Y
17.1%