Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Electrical Industry Analysis

UpdatedNov 08, 2025
DataAggregated Company Financials
Companies129
  • 7D-3.7%
  • 3M8.0%
  • 1Y26.4%
  • YTD34.1%

Over the last 7 days, the Electrical industry has dropped 3.7%, driven by pullbacks in Emerson Electric and Vertiv Holdings Co of 7.2% and 6.8%, respectively. Over the past 12 months, the industry was up 26%. As for the next few years, earnings are expected to grow by 23% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 08 Nov 2025US$708.8bUS$161.8bUS$8.0b29.9x88.6x4.4x
Mon, 06 Oct 2025US$689.8bUS$157.3bUS$7.3b28.8x94.2x4.4x
Wed, 03 Sep 2025US$649.2bUS$157.1bUS$7.4b29.7x87.8x4.1x
Fri, 01 Aug 2025US$687.8bUS$155.4bUS$6.9b29.1x99.4x4.4x
Sun, 29 Jun 2025US$597.3bUS$153.6bUS$7.4b27.2x80.6x3.9x
Tue, 27 May 2025US$543.1bUS$153.4bUS$7.4b26.1x73.8x3.5x
Thu, 24 Apr 2025US$430.1bUS$152.8bUS$7.1b21.5x60.3x2.8x
Sat, 22 Mar 2025US$476.6bUS$151.5bUS$6.4b23.4x74.4x3.1x
Mon, 17 Feb 2025US$525.5bUS$151.4bUS$9.8b26.3x53.5x3.5x
Wed, 15 Jan 2025US$548.8bUS$151.1bUS$9.2b23.1x59.5x3.6x
Fri, 13 Dec 2024US$563.9bUS$151.1bUS$9.3b24x60.8x3.7x
Sun, 10 Nov 2024US$562.8bUS$152.0bUS$8.9b24.3x63x3.7x
Tue, 08 Oct 2024US$497.4bUS$151.2bUS$7.4b20.2x66.8x3.3x
Thu, 05 Sep 2024US$431.0bUS$151.3bUS$7.3b18.1x59.1x2.8x
Sat, 03 Aug 2024US$443.6bUS$151.7bUS$7.4b17.9x60.3x2.9x
Mon, 01 Jul 2024US$469.2bUS$159.5bUS$6.2b19x75.4x2.9x
Wed, 29 May 2024US$507.1bUS$159.6bUS$6.2b23.3x82.1x3.2x
Fri, 26 Apr 2024US$465.7bUS$159.2bUS$7.4b20.8x63.2x2.9x
Sun, 24 Mar 2024US$450.6bUS$126.0bUS$8.0b22x56.7x3.6x
Tue, 20 Feb 2024US$416.4bUS$129.3bUS$9.4b19.7x44.2x3.2x
Thu, 18 Jan 2024US$385.1bUS$139.2bUS$7.9b18.4x48.5x2.8x
Sat, 16 Dec 2023US$400.4bUS$139.3bUS$7.9b20.3x50.5x2.9x
Mon, 13 Nov 2023US$352.8bUS$140.3bUS$8.6b17.3x40.9x2.5x
Wed, 11 Oct 2023US$377.3bUS$144.1bUS$11.5b18.8x32.9x2.6x
Fri, 08 Sep 2023US$402.6bUS$144.2bUS$11.6b20.7x34.8x2.8x
Sun, 06 Aug 2023US$393.6bUS$144.1bUS$12.2b22x32.4x2.7x
Tue, 04 Jul 2023US$362.8bUS$130.9bUS$7.8b26.3x46.5x2.8x
Thu, 01 Jun 2023US$316.7bUS$131.0bUS$7.8b22.6x40.7x2.4x
Sat, 29 Apr 2023US$309.1bUS$129.0bUS$7.9b17.9x39.1x2.4x
Mon, 27 Mar 2023US$307.4bUS$127.8bUS$7.8b18x39.5x2.4x
Wed, 22 Feb 2023US$311.9bUS$115.8bUS$8.8b19.7x35.6x2.7x
Fri, 20 Jan 2023US$295.4bUS$114.1bUS$8.8b20.1x33.7x2.6x
Sun, 18 Dec 2022US$296.4bUS$113.8bUS$8.8b18.2x33.7x2.6x
Tue, 15 Nov 2022US$310.0bUS$113.0bUS$8.7b18.6x35.5x2.7x
Price to Earnings Ratio

35.5x


Total Market Cap: US$310.0bTotal Earnings: US$8.7bTotal Revenue: US$113.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Industry Price to Earnings3Y Average 57.3x202320242025
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 88.6x which is higher than its 3-year average PE of 57.3x.
  • The 3-year average PS ratio of 3.1x is lower than the industry's current PS ratio of 4.4x.
Past Earnings Growth
  • The earnings for companies in the Electrical industry have declined 2.9% 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 Market-1.99%
Industrials-1.75%
Electrical-3.67%
Heavy Electrical Equipment-3.63%
Electrical Components-3.69%
Industry PE
  • Investors are most optimistic about the Heavy Electrical Equipment industry which is trading above its 3-year average PE ratio of 43.8x.
    • Analysts are expecting annual earnings growth of 39.1%, which is higher than its past year's earnings growth of 34.7% 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 48.3x.
Forecasted Growth
  • Analysts are most optimistic on the Heavy Electrical Equipment industry, expecting annual earnings growth of 39% 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 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
BE Bloom EnergyUS$135.212.3%
+US$721.4m		926.7%PE2094.3x
EOSE Eos Energy EnterprisesUS$18.2613.9%
+US$622.7m		583.9%PS80.3x
ROK Rockwell AutomationUS$373.491.4%
+US$576.8m		37.2%PE48.3x
NXT NextrackerUS$104.633.4%
+US$506.0m		160.7%PE26.9x
BW Babcock & Wilcox EnterprisesUS$5.6155.4%
+US$202.2m		119.1%PS0.8x

Latest News

EMR
US$129.49
Emerson Electric
7D
-7.2%
1Y
1.8%

Emerson Electric (NYSE:EMR) Has Announced That It Will Be Increasing Its Dividend To $0.555

Nov 08
Emerson Electric (NYSE:EMR) Has Announced That It Will Be Increasing Its Dividend To $0.555
SMR
US$30.34
NuScale Power
7D
-32.4%
1Y
23.9%
BE
US$135.21
Bloom Energy
7D
2.3%
1Y
926.7%
RUN
US$17.13
Sunrun
7D
-17.5%
1Y
67.4%
ROK
US$373.49
Rockwell Automation
7D
1.4%
1Y
37.2%
AME
US$196.29
AMETEK
7D
-2.9%
1Y
2.8%
EOSE
US$18.26
Eos Energy Enterprises
7D
13.9%
1Y
583.9%

Eos Energy Enterprises, Inc. (NASDAQ:EOSE) Analysts Are Pretty Bullish On The Stock After Recent Results

Nov 07
Eos Energy Enterprises, Inc. (NASDAQ:EOSE) Analysts Are Pretty Bullish On The Stock After Recent Results
SES
US$2.55
SES AI
7D
8.1%
1Y
584.4%
AMSC
US$38.86
American Superconductor
7D
-34.4%
1Y
13.8%

AMSC: Data Center Backlog And Profit Outlook Will Drive Future Upside

Analysts have recently reduced their average price target for American Superconductor from $66.67 to $63.00, citing slightly weaker topline growth and modest forward guidance. This adjustment comes despite some operational improvements and a growing project backlog.
THR
US$34.21
Thermon Group Holdings
7D
19.1%
1Y
20.2%
ENS
US$131.98
EnerSys
7D
4.6%
1Y
35.4%
BW
US$5.61
Babcock & Wilcox Enterprises
7D
55.4%
1Y
119.1%
VRT
US$179.80
Vertiv Holdings Co
7D
-6.8%
1Y
43.0%

VRT: Measured Outlook Balances New CFO Appointment With AI Deployment Plans

Analysts have raised their price target for Vertiv Holdings Co. from $173.11 to $192.66. They cite improved revenue growth expectations and slight adjustments to profit margins and discount rates as key factors in their updated outlook.
ETN
US$373.77
Eaton
7D
-2.0%
1Y
1.9%
GEV
US$575.13
GE Vernova
7D
-1.7%
1Y
68.6%

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$104.63
Nextracker
7D
3.4%
1Y
160.7%

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).