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U.S. Electrical Industry Analysis

UpdatedAug 27, 2025
DataAggregated Company Financials
Companies128
  • 7D2.4%
  • 3M18.4%
  • 1Y49.9%
  • YTD24.2%

In the last week, the Electrical industry is up 2.4%, with GE Vernova up 3.8%. This takes the industry's 12 month performance to a gain of 50%. As for the next few years, earnings are expected to grow by 21% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 27 Aug 2025US$646.3bUS$157.1bUS$7.4b30.8x87.6x4.1x
Fri, 25 Jul 2025US$670.9bUS$154.5bUS$6.7b28.4x100.4x4.3x
Sun, 22 Jun 2025US$578.1bUS$153.4bUS$7.4b27.6x77.7x3.8x
Tue, 20 May 2025US$541.8bUS$153.3bUS$7.3b22x73.9x3.5x
Thu, 17 Apr 2025US$435.6bUS$151.6bUS$6.6b21.3x66.1x2.9x
Sat, 15 Mar 2025US$452.7bUS$151.6bUS$6.4b23.7x70.6x3x
Mon, 10 Feb 2025US$533.9bUS$151.2bUS$9.7b26.8x55x3.5x
Wed, 08 Jan 2025US$559.5bUS$151.1bUS$9.2b22.7x60.7x3.7x
Fri, 06 Dec 2024US$579.3bUS$151.1bUS$9.3b23.5x62.5x3.8x
Sun, 03 Nov 2024US$508.5bUS$153.0bUS$7.9b19x64.4x3.3x
Tue, 01 Oct 2024US$487.5bUS$151.2bUS$7.4b20.3x65.8x3.2x
Thu, 29 Aug 2024US$443.2bUS$151.3bUS$7.3b18.3x60.9x2.9x
Sat, 27 Jul 2024US$457.5bUS$157.3bUS$7.4b20.2x62.2x2.9x
Mon, 24 Jun 2024US$474.7bUS$159.6bUS$6.2b18.9x76.4x3x
Wed, 22 May 2024US$490.3bUS$160.8bUS$7.8b21x62.8x3x
Fri, 19 Apr 2024US$457.6bUS$159.1bUS$7.5b20.1x61.1x2.9x
Sun, 17 Mar 2024US$433.2bUS$126.0bUS$7.9b20.8x54.6x3.4x
Tue, 13 Feb 2024US$416.1bUS$130.3bUS$9.6b20x43.6x3.2x
Thu, 11 Jan 2024US$393.7bUS$139.2bUS$7.9b19.6x49.6x2.8x
Sat, 09 Dec 2023US$373.1bUS$139.3bUS$7.9b19.4x47x2.7x
Mon, 06 Nov 2023US$357.2bUS$145.7bUS$9.9b17.5x36.3x2.5x
Wed, 04 Oct 2023US$372.8bUS$144.2bUS$11.5b18.4x32.4x2.6x
Fri, 01 Sep 2023US$404.2bUS$144.2bUS$11.6b20.4x34.8x2.8x
Sun, 30 Jul 2023US$365.6bUS$131.1bUS$7.8b25.8x47.1x2.8x
Tue, 27 Jun 2023US$348.9bUS$131.1bUS$7.6b25.7x45.9x2.7x
Thu, 25 May 2023US$309.0bUS$130.9bUS$7.7b22.2x39.9x2.4x
Sat, 22 Apr 2023US$307.9bUS$128.2bUS$7.7b19.4x39.8x2.4x
Mon, 20 Mar 2023US$302.0bUS$127.6bUS$7.8b18.6x38.8x2.4x
Wed, 15 Feb 2023US$314.4bUS$114.1bUS$8.7b19x36.2x2.8x
Fri, 13 Jan 2023US$315.2bUS$114.1bUS$8.8b20.2x36x2.8x
Sun, 11 Dec 2022US$299.5bUS$113.5bUS$8.7b18.2x34.5x2.6x
Tue, 08 Nov 2022US$290.8bUS$112.4bUS$8.6b20.4x33.8x2.6x
Thu, 06 Oct 2022US$289.3bUS$108.1bUS$8.5b20x34.2x2.7x
Sat, 03 Sep 2022US$286.7bUS$107.8bUS$8.4b20.2x34.2x2.7x
Price to Earnings Ratio

34.2x


Total Market Cap: US$286.7bTotal Earnings: US$8.4bTotal Revenue: US$107.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Industry Price to Earnings3Y Average 53.4x202320242025
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 87.6x which is higher than its 3-year average PE of 53.4x.
  • The 3-year average PS ratio of 3.0x is lower than the industry's current PS ratio of 4.1x.
Past Earnings Growth
  • The earnings for companies in the Electrical industry have declined 4.2% per year over the last three years.
  • Meanwhile revenues for these companies have grown 13% 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 Market1.32%
Industrials1.42%
Electrical2.40%
Heavy Electrical Equipment4.82%
Electrical Components1.42%
Industry PE
  • Investors are most optimistic about the Heavy Electrical Equipment industry which is trading above its 3-year average PE ratio of 26.0x.
    • Analysts are expecting annual earnings growth of 33.9%, which is lower than the prior year's growth of 72.3% 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 45.6x.
Forecasted Growth
  • Analysts are most optimistic on the Heavy Electrical Equipment industry, expecting annual earnings growth of 34% over the next 5 years.
  • However this is lower than its past earnings growth rate of 72% 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$625.913.8%
+US$6.2b		237.3%PE147.4x
BE Bloom EnergyUS$49.9415.9%
+US$1.6b		324.3%PE494.1x
ROK Rockwell AutomationUS$355.673.5%
+US$1.4b		35.1%PE41.4x
ETN EatonUS$352.020.9%
+US$1.2b		18.9%PE34.9x
EMR Emerson ElectricUS$133.351.3%
+US$990.5m		28.4%PE34x

Latest News

GNRC
US$189.32
Generac Holdings
7D
-4.9%
1Y
21.3%

Growing Data Center Backup Demand Will Foster Long-Term Energy Resilience

Generac Holdings' price target has been raised to $204.50, reflecting analyst confidence in strong execution, new product cycles, improving margins, and data center market momentum, though some note that positive expectations are now largely reflected in the share price. Analyst Commentary Bullish analysts highlighted solid execution, narrowed guidance, and early momentum in the data center end market.
BE
US$49.94
Bloom Energy
7D
15.9%
1Y
324.3%
VRT
US$127.93
Vertiv Holdings Co
7D
-0.9%
1Y
59.5%
HUBB
US$442.52
Hubbell
7D
2.2%
1Y
14.1%
FLNC
US$7.58
Fluence Energy
7D
-3.1%
1Y
-59.6%

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Aug 22
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CHPT
US$11.58
ChargePoint Holdings
7D
-3.7%
1Y
-68.4%
KULR
US$4.76
KULR Technology Group
7D
-5.6%
1Y
130.0%
CBAT
US$0.90
CBAK Energy Technology
7D
-10.9%
1Y
-11.8%
EMR
US$133.35
Emerson Electric
7D
1.3%
1Y
28.4%

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Aug 11
Emerson Electric (NYSE:EMR) Has Affirmed Its Dividend Of $0.5275
ROK
US$355.67
Rockwell Automation
7D
3.5%
1Y
35.1%
SMR
US$36.02
NuScale Power
7D
10.3%
1Y
314.5%

RoPower SMR Technology Will Accelerate Manufacturing And Deployment

NuScale Power’s consensus price target has increased, driven by higher expectations for future earnings as reflected in the rising forward P/E, despite a modest uptick in the discount rate, resulting in a new fair value target of $40.73. What's in the News NuScale received U.S. NRC design approval for its uprated 250 MWt (77 MWe) SMR module, strengthening its position as the only SMR technology company with NRC approval and supporting near-term ENTRA1 Energy Plant deployment.
ETN
US$352.02
Eaton
7D
0.9%
1Y
18.9%
NVT
US$90.84
nVent Electric
7D
3.1%
1Y
37.0%
EAF
US$1.01
GrafTech International
7D
-5.6%
1Y
20.2%

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Aug 01
GrafTech International Ltd. (NYSE:EAF) Soars 39% But It's A Story Of Risk Vs Reward
GEV
US$625.91
GE Vernova
7D
3.8%
1Y
237.3%
ELPW
US$0.30
Elong Power Holding
7D
-90.7%
1Y
-97.3%