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U.S. Electrical Industry Analysis

UpdatedMay 08, 2025
DataAggregated Company Financials
Companies127
  • 7D5.6%
  • 3M-7.6%
  • 1Y6.8%
  • YTD-6.7%

Over the last 7 days, the Electrical industry has risen 3.5%, driven by gains from GE Vernova of 8.1%. This means that the industry has gained 5.4% over the past year. Looking forward, earnings are forecast to grow by 17% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 08 May 2025US$484.4bUS$153.3bUS$7.4b22.1x65.8x3.2x
Sat, 05 Apr 2025US$418.9bUS$151.6bUS$6.6b21.1x63.6x2.8x
Mon, 03 Mar 2025US$494.0bUS$151.6bUS$7.3b23.9x67.6x3.3x
Wed, 29 Jan 2025US$518.8bUS$151.7bUS$9.5b23.4x54.6x3.4x
Fri, 27 Dec 2024US$542.7bUS$151.1bUS$9.3b23.2x58.5x3.6x
Sun, 24 Nov 2024US$583.9bUS$150.5bUS$9.2b24x63.8x3.9x
Tue, 22 Oct 2024US$513.1bUS$151.2bUS$7.5b19.3x68.3x3.4x
Thu, 19 Sep 2024US$463.6bUS$151.2bUS$7.4b18.1x62.8x3.1x
Sat, 17 Aug 2024US$444.0bUS$151.3bUS$7.2b18.5x61.4x2.9x
Mon, 15 Jul 2024US$488.7bUS$157.0bUS$5.8b19.7x83.6x3.1x
Wed, 12 Jun 2024US$480.5bUS$159.6bUS$6.2b19.7x77.5x3x
Fri, 10 May 2024US$485.2bUS$160.9bUS$7.7b21.5x63x3x
Sun, 07 Apr 2024US$457.6bUS$125.8bUS$7.9b22.6x58.2x3.6x
Tue, 05 Mar 2024US$432.2bUS$126.0bUS$7.9b20.9x54.8x3.4x
Thu, 01 Feb 2024US$402.6bUS$139.4bUS$8.0b19.3x50.2x2.9x
Sat, 30 Dec 2023US$406.8bUS$139.3bUS$7.9b20.8x51.4x2.9x
Mon, 27 Nov 2023US$366.2bUS$139.0bUS$7.9b18.8x46.1x2.6x
Wed, 25 Oct 2023US$342.3bUS$144.1bUS$11.5b17.2x29.8x2.4x
Fri, 22 Sep 2023US$377.6bUS$144.2bUS$11.6b19.3x32.6x2.6x
Sun, 20 Aug 2023US$384.2bUS$144.2bUS$11.6b19.1x33.1x2.7x
Tue, 18 Jul 2023US$368.9bUS$131.0bUS$7.8b27.1x47.4x2.8x
Thu, 15 Jun 2023US$349.5bUS$131.1bUS$7.7b25x45.6x2.7x
Sat, 13 May 2023US$309.2bUS$130.8bUS$7.8b20.4x39.8x2.4x
Mon, 10 Apr 2023US$300.4bUS$128.1bUS$7.9b17.6x38x2.3x
Wed, 08 Mar 2023US$322.7bUS$116.6bUS$9.2b21.5x35x2.8x
Fri, 03 Feb 2023US$319.0bUS$113.0bUS$8.8b21.3x36.3x2.8x
Sun, 01 Jan 2023US$294.6bUS$113.8bUS$8.8b19x33.6x2.6x
Tue, 29 Nov 2022US$306.2bUS$113.4bUS$8.7b19.3x35.3x2.7x
Thu, 27 Oct 2022US$282.7bUS$109.1bUS$8.5b19.8x33.1x2.6x
Sat, 24 Sep 2022US$273.1bUS$107.9bUS$8.4b19.4x32.5x2.5x
Mon, 22 Aug 2022US$306.0bUS$106.2bUS$8.6b22.4x35.8x2.9x
Wed, 20 Jul 2022US$255.8bUS$105.1bUS$7.5b17.5x33.9x2.4x
Fri, 17 Jun 2022US$252.9bUS$104.8bUS$7.5b18.7x33.7x2.4x
Sun, 15 May 2022US$270.6bUS$104.5bUS$7.7b19.3x35.2x2.6x
Price to Earnings Ratio

35.2x


Total Market Cap: US$270.6bTotal Earnings: US$7.7bTotal Revenue: US$104.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Industry Price to Earnings3Y Average 48.7x202320242025
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 66.5x which is higher than its 3-year average PE of 48.7x.
  • 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 remained mostly flat 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 and as a result, profits have held steady.

Industry Trends

Which industries have driven the changes within the U.S. Industrials industry?

US Market1.22%
Industrials2.38%
Electrical5.59%
Heavy Electrical Equipment8.41%
Electrical Components4.68%
Industry PE
  • Investors are most optimistic about the Heavy Electrical Equipment industry which is trading above its 3-year average PE ratio of 9.0x.
    • Analysts are expecting annual earnings growth of 25.1%, 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 41.6x.
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?

CompanyLast Price7D1YValuation
GEV GE VernovaUS$406.819.7%
+US$9.8b
148.1%PE57.4x
ROK Rockwell AutomationUS$283.1714.3%
+US$4.0b
3.5%PE35.5x
VRT Vertiv Holdings CoUS$95.5211.9%
+US$3.9b
-2.2%PE54.6x
ETN EatonUS$302.202.7%
+US$2.9b
-8.5%PE30x
EMR Emerson ElectricUS$109.864.5%
+US$2.7b
-2.5%PE30.7x
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Latest News

POWL

US$174.88

Powell Industries

7D

-4.5%

1Y

10.6%

EMR

US$109.86

Emerson Electric

7D

4.5%

1Y

-2.5%

ROK

US$283.17

Rockwell Automation

7D

14.3%

1Y

3.5%

PLUG

US$0.78

Plug Power

7D

-11.1%

1Y

-69.2%

ETN

US$302.20

Eaton

7D

2.7%

1Y

-8.5%

GEV

US$406.81

GE Vernova

7D

9.7%

1Y

148.1%

SES

US$0.82

SES AI

7D

-8.5%

1Y

-42.1%

RAYA

US$1.25

Erayak Power Solution Group

7D

-19.6%

1Y

92.0%

NXT

US$43.77

Nextracker

7D

7.8%

1Y

0.09%