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U.S. Electrical Industry Analysis
UpdatedJul 10, 2025
DataAggregated Company Financials
Companies130
- 7D2.5%
- 3M47.8%
- 1Y34.6%
- YTD18.0%
Over the last 7 days, the Electrical industry has risen 2.3%, driven by gains from GE Vernova of 6.1%. In the last 12 months, the industry was up 36%. Looking forward, earnings are forecast to grow by 18% 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, 10 Jul 2025 | US$617.7b | US$153.6b | US$7.4b | 27.7x | 83.3x | 4x |
| Sat, 07 Jun 2025 | US$559.1b | US$153.4b | US$7.4b | 26.4x | 75.8x | 3.6x |
| Mon, 05 May 2025 | US$485.1b | US$153.5b | US$7.4b | 22.4x | 65.2x | 3.2x |
| Wed, 02 Apr 2025 | US$442.5b | US$151.5b | US$6.6b | 22.8x | 67.1x | 2.9x |
| Fri, 28 Feb 2025 | US$500.5b | US$151.4b | US$9.8b | 24.5x | 51.1x | 3.3x |
| Sun, 26 Jan 2025 | US$589.9b | US$151.7b | US$9.5b | 24x | 62.1x | 3.9x |
| Tue, 24 Dec 2024 | US$536.7b | US$151.1b | US$9.3b | 22.5x | 57.9x | 3.6x |
| Thu, 21 Nov 2024 | US$568.5b | US$150.6b | US$9.2b | 22.4x | 61.5x | 3.8x |
| Sat, 19 Oct 2024 | US$513.7b | US$151.2b | US$7.5b | 19.5x | 68.4x | 3.4x |
| Mon, 16 Sep 2024 | US$454.0b | US$151.2b | US$7.4b | 18.1x | 61.5x | 3x |
| Wed, 14 Aug 2024 | US$424.5b | US$151.4b | US$7.2b | 18.3x | 58.8x | 2.8x |
| Fri, 12 Jul 2024 | US$477.6b | US$157.0b | US$5.8b | 19.6x | 81.7x | 3x |
| Sun, 09 Jun 2024 | US$471.4b | US$159.6b | US$6.2b | 19.7x | 76.1x | 3x |
| Tue, 07 May 2024 | US$481.7b | US$160.5b | US$7.7b | 21.3x | 62.5x | 3x |
| Thu, 04 Apr 2024 | US$454.4b | US$125.8b | US$7.9b | 22.6x | 57.7x | 3.6x |
| Sat, 02 Mar 2024 | US$426.0b | US$126.0b | US$7.9b | 20.4x | 54x | 3.4x |
| Mon, 29 Jan 2024 | US$396.5b | US$139.2b | US$8.0b | 19.6x | 49.9x | 2.8x |
| Wed, 27 Dec 2023 | US$403.6b | US$139.3b | US$7.9b | 20.4x | 50.9x | 2.9x |
| Fri, 24 Nov 2023 | US$365.3b | US$139.0b | US$8.0b | 18.7x | 45.9x | 2.6x |
| Sun, 22 Oct 2023 | US$343.2b | US$144.1b | US$11.5b | 17.2x | 29.9x | 2.4x |
| Tue, 19 Sep 2023 | US$390.6b | US$144.2b | US$11.6b | 20.4x | 33.7x | 2.7x |
| Thu, 17 Aug 2023 | US$388.1b | US$144.7b | US$11.9b | 19.3x | 32.6x | 2.7x |
| Sat, 15 Jul 2023 | US$367.6b | US$130.9b | US$7.8b | 26x | 47.2x | 2.8x |
| Mon, 12 Jun 2023 | US$337.6b | US$131.1b | US$7.7b | 24.5x | 44x | 2.6x |
| Wed, 10 May 2023 | US$311.7b | US$130.3b | US$7.6b | 18.8x | 41x | 2.4x |
| Fri, 07 Apr 2023 | US$300.0b | US$128.1b | US$7.8b | 17.5x | 38.3x | 2.3x |
| Sun, 05 Mar 2023 | US$326.8b | US$116.6b | US$9.2b | 22x | 35.4x | 2.8x |
| Tue, 31 Jan 2023 | US$307.0b | US$114.2b | US$8.9b | 20.6x | 34.5x | 2.7x |
| Thu, 29 Dec 2022 | US$288.7b | US$113.8b | US$8.8b | 18.5x | 32.9x | 2.5x |
| Sat, 26 Nov 2022 | US$314.5b | US$113.4b | US$8.7b | 18.8x | 36.2x | 2.8x |
| Mon, 24 Oct 2022 | US$271.8b | US$108.4b | US$8.5b | 19.1x | 32.1x | 2.5x |
| Wed, 21 Sep 2022 | US$290.2b | US$107.9b | US$8.4b | 19.4x | 34.5x | 2.7x |
| Fri, 19 Aug 2022 | US$314.4b | US$106.1b | US$8.5b | 22.8x | 36.8x | 3x |
| Sun, 17 Jul 2022 | US$255.8b | US$105.1b | US$7.5b | 17.5x | 33.9x | 2.4x |
Price to Earnings Ratio
33.9x
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 83.6x which is higher than its 3-year average PE of 51.0x.
- The 3-year average PS ratio of 3.0x is lower than the industry's current PS ratio of 4.0x.
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 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 and as a result, profits have held steady.
Industry Trends
Which industries have driven the changes within the U.S. Industrials industry?
| US Market | 0.56% | |
| Industrials | 1.05% | |
| Electrical | 2.55% | |
| Heavy Electrical Equipment | 6.28% | |
| Electrical Components | 1.24% | |
Industry PE
- Investors are most optimistic about the Heavy Electrical Equipment industry which is trading above its 3-year average PE ratio of 15.6x.
- Analysts are expecting annual earnings growth of 25.6%, which is lower than the prior year's growth of 56.4% 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 43.8x.
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 56% 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| GEV GE Vernova | US$535.77 | 6.1% +US$8.4b | 198.1% | PE75.5x | |
| VRT Vertiv Holdings Co | US$128.37 | 3.2% +US$1.5b | 36.4% | PE73.4x | |
| BE Bloom Energy | US$28.71 | 27.3% +US$1.4b | 124.3% | PE1487.2x | |
| EMR Emerson Electric | US$139.80 | 1.5% +US$1.1b | 25.4% | PE39.9x | |
| ETN Eaton | US$359.78 | 0.4% +US$622.2m | 10.0% | PE35.8x |
