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U.S. Electrical Industry Analysis

UpdatedAug 28, 2025
DataAggregated Company Financials
Companies127
  • 7D2.8%
  • 3M19.5%
  • 1Y50.9%
  • YTD24.1%

Over the last 7 days, the Electrical industry has risen 2.8%, driven by gains from GE Vernova of 2.9%. This takes the industry's 12 month performance to a gain of 51%. 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
Fri, 29 Aug 2025US$658.3bUS$157.1bUS$7.4b30.4x89.2x4.2x
Sun, 27 Jul 2025US$688.2bUS$154.5bUS$6.7b28.2x103x4.5x
Tue, 24 Jun 2025US$577.5bUS$153.4bUS$7.4b26.5x77.7x3.8x
Thu, 22 May 2025US$545.8bUS$153.3bUS$7.3b25.5x74.6x3.6x
Sat, 19 Apr 2025US$428.1bUS$151.6bUS$6.6b21.6x65.1x2.8x
Mon, 17 Mar 2025US$465.2bUS$151.6bUS$6.4b23.7x72.6x3.1x
Wed, 12 Feb 2025US$546.3bUS$150.9bUS$9.7b25.5x56.6x3.6x
Fri, 10 Jan 2025US$549.4bUS$151.1bUS$9.2b22.8x59.6x3.6x
Sun, 08 Dec 2024US$574.6bUS$151.1bUS$9.3b23.5x61.9x3.8x
Tue, 05 Nov 2024US$508.5bUS$153.0bUS$7.9b19.1x64.4x3.3x
Thu, 03 Oct 2024US$489.4bUS$151.2bUS$7.4b20.1x65.8x3.2x
Sat, 31 Aug 2024US$444.9bUS$151.3bUS$7.3b18.8x61.1x2.9x
Mon, 29 Jul 2024US$465.5bUS$157.3bUS$7.4b19.9x63.3x3x
Wed, 26 Jun 2024US$477.8bUS$159.6bUS$6.2b19.2x76.9x3x
Fri, 24 May 2024US$498.3bUS$160.8bUS$7.8b20.9x63.9x3.1x
Sun, 21 Apr 2024US$450.8bUS$159.1bUS$7.5b20.1x60.2x2.8x
Tue, 19 Mar 2024US$437.3bUS$126.0bUS$7.9b21.1x55.1x3.5x
Thu, 15 Feb 2024US$410.1bUS$130.3bUS$9.5b19.9x43.4x3.1x
Sat, 13 Jan 2024US$391.4bUS$139.2bUS$7.9b19.3x49.3x2.8x
Mon, 11 Dec 2023US$370.5bUS$139.3bUS$7.9b19.4x46.7x2.7x
Wed, 08 Nov 2023US$354.0bUS$145.7bUS$9.9b17.6x35.9x2.4x
Fri, 06 Oct 2023US$363.1bUS$144.1bUS$11.5b18.3x31.6x2.5x
Sun, 03 Sep 2023US$407.1bUS$144.2bUS$11.6b20.7x35.1x2.8x
Tue, 01 Aug 2023US$371.7bUS$131.1bUS$7.8b25.8x47.8x2.8x
Thu, 29 Jun 2023US$354.2bUS$131.1bUS$7.6b25.9x46.6x2.7x
Sat, 27 May 2023US$322.4bUS$131.0bUS$7.8b22.9x41.4x2.5x
Mon, 24 Apr 2023US$307.9bUS$128.2bUS$7.7b19.4x39.8x2.4x
Wed, 22 Mar 2023US$314.1bUS$127.7bUS$7.8b19.4x40.5x2.5x
Fri, 17 Feb 2023US$316.7bUS$114.1bUS$8.7b20x36.4x2.8x
Sun, 15 Jan 2023US$316.4bUS$114.1bUS$8.8b20.7x36.1x2.8x
Tue, 13 Dec 2022US$305.9bUS$113.5bUS$8.7b18.2x35.3x2.7x
Thu, 10 Nov 2022US$291.5bUS$112.6bUS$8.7b20.3x33.5x2.6x
Sat, 08 Oct 2022US$273.9bUS$108.1bUS$8.5b19.4x32.4x2.5x
Mon, 05 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 89.2x 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 4.2x.
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 Market1.88%
Industrials1.87%
Electrical2.76%
Heavy Electrical Equipment3.67%
Electrical Components2.37%
Industry PE
  • Investors are most optimistic about the Heavy Electrical Equipment industry which is trading above its 3-year average PE ratio of 26.3x.
    • 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$633.694.6%
+US$7.5b		231.2%PE149.2x
ETN EatonUS$355.342.9%
+US$3.9b		18.0%PE35.2x
VRT Vertiv Holdings CoUS$134.236.0%
+US$2.9b		68.0%PE63.1x
EMR Emerson ElectricUS$134.553.4%
+US$2.5b		29.3%PE34.3x
BE Bloom EnergyUS$54.8022.2%
+US$2.3b		360.5%PE542.2x

Latest News

GEV
US$633.69
GE Vernova
7D
4.6%
1Y
231.2%
VRT
US$134.23
Vertiv Holdings Co
7D
6.0%
1Y
68.0%
GNRC
US$186.92
Generac Holdings
7D
-1.9%
1Y
20.6%

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BE
US$54.80
Bloom Energy
7D
22.2%
1Y
360.5%
GTI
US$3.87
Graphjet Technology
7D
-30.8%
1Y
-97.7%
HUBB
US$445.80
Hubbell
7D
4.3%
1Y
12.7%
ZEO
US$1.61
Zeo Energy
7D
-17.4%
1Y
-21.5%
ENVX
US$9.93
Enovix
7D
-3.3%
1Y
2.7%

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CBAT
US$0.92
CBAK Energy Technology
7D
-7.5%
1Y
-10.2%
EMR
US$134.55
Emerson Electric
7D
3.4%
1Y
29.3%

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Aug 11
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ROK
US$349.13
Rockwell Automation
7D
2.8%
1Y
31.0%
AME
US$186.73
AMETEK
7D
1.8%
1Y
10.2%
ETN
US$355.34
Eaton
7D
2.9%
1Y
18.0%
WBX
US$4.09
Wallbox
7D
-10.4%
1Y
-85.3%

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FLUX
US$1.62
Flux Power Holdings
7D
-8.0%
1Y
-52.6%

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SPWR
US$1.53
Complete Solaria
7D
-3.8%
1Y
-19.9%