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U.S. Electrical Industry Analysis

UpdatedMar 28, 2025
DataAggregated Company Financials
Companies127
  • 7D-4.8%
  • 3M-14.9%
  • 1Y0.5%
  • YTD-14.5%

Over the last 7 days, the Electrical industry has dropped 4.8%, driven by GE Vernova declining 10%. Over the last year, the industry has been flat overall. As for the next few years, earnings are expected to grow by 17% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 29 Mar 2025US$465.8bUS$151.5bUS$6.4b23.7x72.5x3.1x
Mon, 24 Feb 2025US$500.3bUS$151.4bUS$9.9b24.6x50.7x3.3x
Wed, 22 Jan 2025US$566.6bUS$151.1bUS$9.2b23.7x61.5x3.7x
Fri, 20 Dec 2024US$522.8bUS$151.1bUS$9.3b22.7x56.3x3.5x
Sun, 17 Nov 2024US$552.1bUS$152.2bUS$9.0b23.3x61.4x3.6x
Tue, 15 Oct 2024US$508.0bUS$151.2bUS$7.4b19.8x68.3x3.4x
Thu, 12 Sep 2024US$440.1bUS$151.3bUS$7.3b17.2x60.1x2.9x
Sat, 10 Aug 2024US$426.3bUS$150.9bUS$7.1b18.1x59.8x2.8x
Mon, 08 Jul 2024US$465.5bUS$157.0bUS$5.8b19x79.6x3x
Wed, 05 Jun 2024US$485.1bUS$159.6bUS$6.2b19.4x78.4x3x
Fri, 03 May 2024US$460.8bUS$160.4bUS$7.7b20.5x59.5x2.9x
Sun, 31 Mar 2024US$452.6bUS$125.8bUS$7.9b22.2x57.4x3.6x
Tue, 27 Feb 2024US$418.9bUS$127.9bUS$9.4b19.4x44.7x3.3x
Thu, 25 Jan 2024US$397.8bUS$139.2bUS$7.9b18.8x50.1x2.9x
Sat, 23 Dec 2023US$403.5bUS$139.3bUS$7.9b20.3x50.9x2.9x
Mon, 20 Nov 2023US$367.2bUS$139.0bUS$8.0b18.7x46.1x2.6x
Wed, 18 Oct 2023US$374.1bUS$144.1bUS$11.5b18.5x32.6x2.6x
Fri, 15 Sep 2023US$389.0bUS$144.2bUS$11.6b20.5x33.6x2.7x
Sun, 13 Aug 2023US$394.3bUS$144.8bUS$12.0b19.4x33x2.7x
Tue, 11 Jul 2023US$362.4bUS$130.9bUS$7.8b25.9x46.5x2.8x
Thu, 08 Jun 2023US$331.6bUS$131.1bUS$7.7b25.2x43.2x2.5x
Sat, 06 May 2023US$312.5bUS$130.3bUS$7.7b19.5x40.6x2.4x
Mon, 03 Apr 2023US$325.4bUS$128.0bUS$7.7b19.1x42.1x2.5x
Wed, 01 Mar 2023US$316.9bUS$116.0bUS$9.0b20.6x35.2x2.7x
Fri, 27 Jan 2023US$307.8bUS$114.2bUS$8.9b21.6x34.6x2.7x
Sun, 25 Dec 2022US$292.6bUS$113.8bUS$8.8b18.8x33.4x2.6x
Tue, 22 Nov 2022US$308.5bUS$113.3bUS$8.6b19.4x35.7x2.7x
Thu, 20 Oct 2022US$270.2bUS$108.4bUS$8.5b19x31.9x2.5x
Sat, 17 Sep 2022US$293.7bUS$107.9bUS$8.4b20.1x34.9x2.7x
Mon, 15 Aug 2022US$317.0bUS$106.1bUS$8.6b22.8x37x3x
Wed, 13 Jul 2022US$255.2bUS$105.1bUS$7.5b16.8x33.8x2.4x
Fri, 10 Jun 2022US$287.8bUS$104.8bUS$7.5b19.1x38.3x2.7x
Sun, 08 May 2022US$286.0bUS$104.0bUS$7.8b19.7x36.7x2.7x
Tue, 05 Apr 2022US$327.1bUS$99.4bUS$7.5b21.2x43.7x3.3x
Price to Earnings Ratio

43.7x


Total Market Cap: US$327.1bTotal Earnings: US$7.5bTotal Revenue: US$99.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Industry Price to Earnings3Y Average 47.8x202320242025
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 72.5x which is higher than its 3-year average PE of 47.7x.
  • The industry is trading close to its 3-year average PS ratio of 2.9x.
Past Earnings Growth
  • The earnings for companies in the Electrical industry have declined 5.0% per year over the last three years.
  • Meanwhile revenues for these companies have grown 15% 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 Market0.34%
Industrials-0.016%
Electrical-4.76%
Electrical Components-3.13%
Heavy Electrical Equipment-10.26%
Industry PE
  • Investors are most optimistic about the Heavy Electrical Equipment industry which is trading above its 3-year average PE ratio of 5.1x.
    • Analysts are expecting annual earnings growth of 26.4%, which is lower than the prior year's growth of 39.2% 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 40.6x.
Forecasted Growth
  • Analysts are most optimistic on the Heavy Electrical Equipment industry, expecting annual earnings growth of 26% over the next 5 years.
  • However this is lower than its past earnings growth rate of 39% 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
ROK Rockwell AutomationUS$268.083.9%
+US$1.1b
-8.0%PE33x
EMR Emerson ElectricUS$112.080.3%
+US$157.9m
-1.2%PE31.1x
HUBB HubbellUS$342.000.8%
+US$119.1m
-17.6%PE23.6x
AMPX Amprius TechnologiesUS$2.9527.7%
+US$75.5m
11.3%PS14.4x
ADSE ADS-TEC EnergyUS$15.008.8%
+US$65.0m
43.1%PS5x
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Latest News

SMR

US$16.10

NuScale Power

7D

-11.5%

1Y

203.2%

AYI

US$267.82

Acuity

7D

0.2%

1Y

-0.3%

GEV

US$303.00

GE Vernova

7D

-10.0%

1Y

121.6%

ROK

US$268.08

Rockwell Automation

7D

3.9%

1Y

-8.0%

ETN

US$280.91

Eaton

7D

-4.9%

1Y

-10.2%

HUBB

US$342.00

Hubbell

7D

0.8%

1Y

-17.6%

ST

US$26.12

Sensata Technologies Holding

7D

-6.4%

1Y

-28.9%

AMPX

US$2.95

Amprius Technologies

7D

27.7%

1Y

11.3%

BE

US$21.99

Bloom Energy

7D

-13.5%

1Y

95.6%

SHLS

US$3.42

Shoals Technologies Group

7D

3.3%

1Y

-69.4%

VRT

US$76.32

Vertiv Holdings Co

7D

-14.3%

1Y

-6.6%

ENVX

US$8.01

Enovix

7D

0.6%

1Y

0%