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U.S. Electrical Industry Analysis
UpdatedMay 01, 2025
DataAggregated Company Financials
Companies130
- 7D6.3%
- 3M-14.7%
- 1Y6.3%
- YTD-11.7%
In the last week, the Electrical industry is up 6.3%, with GE Vernova up 10%. In the same time, Vicor was down 16%. This takes the industry's 12 month performance to a gain of 6.3%. Looking forward, earnings are forecast to grow by 16% annually.
Industry Valuation and Performance
Has the U.S. Electrical Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 01 May 2025 | US$467.5b | US$152.8b | US$7.1b | 21x | 65.4x | 3.1x |
| Sat, 29 Mar 2025 | US$454.4b | US$151.5b | US$6.6b | 22.9x | 69.1x | 3x |
| Mon, 24 Feb 2025 | US$500.3b | US$151.4b | US$9.9b | 24.6x | 50.7x | 3.3x |
| Wed, 22 Jan 2025 | US$566.6b | US$151.1b | US$9.2b | 23.7x | 61.5x | 3.7x |
| Fri, 20 Dec 2024 | US$522.8b | US$151.1b | US$9.3b | 22.7x | 56.3x | 3.5x |
| Sun, 17 Nov 2024 | US$552.1b | US$152.2b | US$9.0b | 23.3x | 61.4x | 3.6x |
| Tue, 15 Oct 2024 | US$508.0b | US$151.2b | US$7.4b | 19.8x | 68.3x | 3.4x |
| Thu, 12 Sep 2024 | US$440.1b | US$151.3b | US$7.3b | 17.2x | 60.1x | 2.9x |
| Sat, 10 Aug 2024 | US$426.3b | US$150.9b | US$7.1b | 18.1x | 59.8x | 2.8x |
| Mon, 08 Jul 2024 | US$465.5b | US$157.0b | US$5.8b | 19x | 79.6x | 3x |
| Wed, 05 Jun 2024 | US$485.1b | US$159.6b | US$6.2b | 19.4x | 78.4x | 3x |
| Fri, 03 May 2024 | US$460.8b | US$160.4b | US$7.7b | 20.5x | 59.5x | 2.9x |
| Sun, 31 Mar 2024 | US$452.6b | US$125.8b | US$7.9b | 22.2x | 57.4x | 3.6x |
| Tue, 27 Feb 2024 | US$418.9b | US$127.9b | US$9.4b | 19.4x | 44.7x | 3.3x |
| Thu, 25 Jan 2024 | US$397.8b | US$139.2b | US$7.9b | 18.8x | 50.1x | 2.9x |
| Sat, 23 Dec 2023 | US$403.5b | US$139.3b | US$7.9b | 20.3x | 50.9x | 2.9x |
| Mon, 20 Nov 2023 | US$367.2b | US$139.0b | US$8.0b | 18.7x | 46.1x | 2.6x |
| Wed, 18 Oct 2023 | US$374.1b | US$144.1b | US$11.5b | 18.5x | 32.6x | 2.6x |
| Fri, 15 Sep 2023 | US$389.0b | US$144.2b | US$11.6b | 20.5x | 33.6x | 2.7x |
| Sun, 13 Aug 2023 | US$394.3b | US$144.8b | US$12.0b | 19.4x | 33x | 2.7x |
| Tue, 11 Jul 2023 | US$362.4b | US$130.9b | US$7.8b | 25.9x | 46.5x | 2.8x |
| Thu, 08 Jun 2023 | US$331.6b | US$131.1b | US$7.7b | 25.2x | 43.2x | 2.5x |
| Sat, 06 May 2023 | US$312.5b | US$130.3b | US$7.7b | 19.5x | 40.6x | 2.4x |
| Mon, 03 Apr 2023 | US$325.4b | US$128.0b | US$7.7b | 19.1x | 42.1x | 2.5x |
| Wed, 01 Mar 2023 | US$316.9b | US$116.0b | US$9.0b | 20.6x | 35.2x | 2.7x |
| Fri, 27 Jan 2023 | US$307.8b | US$114.2b | US$8.9b | 21.6x | 34.6x | 2.7x |
| Sun, 25 Dec 2022 | US$292.6b | US$113.8b | US$8.8b | 18.8x | 33.4x | 2.6x |
| Tue, 22 Nov 2022 | US$308.5b | US$113.3b | US$8.6b | 19.4x | 35.7x | 2.7x |
| Thu, 20 Oct 2022 | US$270.2b | US$108.4b | US$8.5b | 19x | 31.9x | 2.5x |
| Sat, 17 Sep 2022 | US$293.7b | US$107.9b | US$8.4b | 20.1x | 34.9x | 2.7x |
| Mon, 15 Aug 2022 | US$317.0b | US$106.1b | US$8.6b | 22.8x | 37x | 3x |
| Wed, 13 Jul 2022 | US$255.2b | US$105.1b | US$7.5b | 16.8x | 33.8x | 2.4x |
| Fri, 10 Jun 2022 | US$287.8b | US$104.8b | US$7.5b | 19.1x | 38.3x | 2.7x |
| Sun, 08 May 2022 | US$286.0b | US$104.0b | US$7.8b | 19.7x | 36.7x | 2.7x |
Price to Earnings Ratio
36.7x
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 65.4x which is higher than its 3-year average PE of 48.5x.
- 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 2.8% per year over the last three years.
- Meanwhile revenues for these companies have grown 14% 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 | 2.66% | |
| Industrials | 3.45% | |
| Electrical | 6.34% | |
| Heavy Electrical Equipment | 9.94% | |
| Electrical Components | 5.25% | |
Industry PE
- Investors are most optimistic about the Heavy Electrical Equipment industry which is trading above its 3-year average PE ratio of 8.4x.
- Analysts are expecting annual earnings growth of 25.3%, which is higher than its past year's earnings decline of 60.8% 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 41.4x.
Forecasted Growth
- Analysts are most optimistic on the Heavy Electrical Equipment industry, expecting annual earnings growth of 25% over the next 5 years.
- This is better than its past earnings decline of 61% per year.
- In contrast, the Electrical Components industry is expected to see its earnings grow by 14% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| GEV GE Vernova | US$370.82 | 10.3% +US$9.5b | 144.5% | PE52.3x | |
| ETN Eaton | US$294.37 | 6.8% +US$7.3b | -5.7% | PE30.4x | |
| VRT Vertiv Holdings Co | US$85.38 | 9.5% +US$2.8b | -3.5% | PE48.8x | |
| EMR Emerson Electric | US$105.11 | 4.0% +US$2.3b | -1.3% | PE29.1x | |
| AME AMETEK | US$169.58 | 4.6% +US$1.7b | -2.5% | PE28.4x |
