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U.S. Electrical Industry Analysis
UpdatedMay 16, 2025
DataAggregated Company Financials
Companies130
- 7D8.2%
- 3M2.7%
- 1Y15.7%
- YTD1.6%
Over the last 7 days, the Electrical industry has risen 9.9%, driven by gains in GE Vernova and Eaton of 8.4% and 6.4%, respectively. In the same time, ADS-TEC Energy was down 9.4%. This takes the industry's 12 month performance to a gain of 14%. 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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 16 May 2025 | US$544.3b | US$153.3b | US$7.4b | 21.9x | 74x | 3.6x |
| Sun, 13 Apr 2025 | US$431.0b | US$151.6b | US$6.6b | 21.5x | 65.5x | 2.8x |
| Tue, 11 Mar 2025 | US$466.4b | US$151.6b | US$6.5b | 23.7x | 72.1x | 3.1x |
| Thu, 06 Feb 2025 | US$525.8b | US$151.8b | US$10.0b | 23.2x | 52.6x | 3.5x |
| Sat, 04 Jan 2025 | US$530.6b | US$151.1b | US$9.3b | 23.3x | 57.1x | 3.5x |
| Mon, 02 Dec 2024 | US$575.0b | US$151.1b | US$9.2b | 24.2x | 62.5x | 3.8x |
| Wed, 30 Oct 2024 | US$514.6b | US$152.2b | US$7.7b | 19x | 67x | 3.4x |
| Fri, 27 Sep 2024 | US$482.1b | US$151.2b | US$7.4b | 19.9x | 65.1x | 3.2x |
| Sun, 25 Aug 2024 | US$443.8b | US$151.3b | US$7.2b | 18.5x | 61.5x | 2.9x |
| Tue, 23 Jul 2024 | US$469.0b | US$157.0b | US$5.8b | 20.8x | 80.3x | 3x |
| Thu, 20 Jun 2024 | US$484.6b | US$159.6b | US$6.2b | 19.2x | 78x | 3x |
| Sat, 18 May 2024 | US$487.8b | US$160.8b | US$7.9b | 19.6x | 62.1x | 3x |
| Mon, 15 Apr 2024 | US$482.4b | US$159.1b | US$7.5b | 21.2x | 64.7x | 3x |
| Wed, 13 Mar 2024 | US$427.9b | US$126.0b | US$7.9b | 20.8x | 54.4x | 3.4x |
| Fri, 09 Feb 2024 | US$407.1b | US$130.3b | US$9.6b | 19.4x | 42.6x | 3.1x |
| Sun, 07 Jan 2024 | US$389.9b | US$139.3b | US$7.9b | 19.5x | 49.2x | 2.8x |
| Tue, 05 Dec 2023 | US$377.4b | US$139.3b | US$8.0b | 19.1x | 47.2x | 2.7x |
| Thu, 02 Nov 2023 | US$349.2b | US$145.1b | US$11.6b | 16.7x | 30.1x | 2.4x |
| Sat, 30 Sep 2023 | US$379.5b | US$144.2b | US$11.5b | 19.7x | 33x | 2.6x |
| Mon, 28 Aug 2023 | US$393.8b | US$144.2b | US$11.6b | 19.8x | 33.9x | 2.7x |
| Wed, 26 Jul 2023 | US$369.8b | US$131.2b | US$7.9b | 25.8x | 46.9x | 2.8x |
| Fri, 23 Jun 2023 | US$351.2b | US$131.1b | US$7.6b | 25.1x | 46.2x | 2.7x |
| Sun, 21 May 2023 | US$314.7b | US$130.9b | US$7.8b | 22.7x | 40.5x | 2.4x |
| Tue, 18 Apr 2023 | US$312.2b | US$128.1b | US$7.9b | 18.9x | 39.7x | 2.4x |
| Thu, 16 Mar 2023 | US$293.9b | US$116.9b | US$9.3b | 18.9x | 31.7x | 2.5x |
| Sat, 11 Feb 2023 | US$312.3b | US$114.1b | US$8.6b | 21x | 36.5x | 2.7x |
| Mon, 09 Jan 2023 | US$299.8b | US$113.8b | US$8.8b | 19.8x | 34.2x | 2.6x |
| Wed, 07 Dec 2022 | US$300.2b | US$113.5b | US$8.7b | 18.3x | 34.6x | 2.6x |
| Fri, 04 Nov 2022 | US$278.6b | US$110.6b | US$8.7b | 19.6x | 32.1x | 2.5x |
| Sun, 02 Oct 2022 | US$269.5b | US$108.0b | US$8.4b | 19.1x | 32x | 2.5x |
| Tue, 30 Aug 2022 | US$293.6b | US$106.1b | US$8.5b | 21.1x | 34.4x | 2.8x |
| Thu, 28 Jul 2022 | US$274.3b | US$105.4b | US$7.5b | 17.9x | 36.5x | 2.6x |
| Sat, 25 Jun 2022 | US$257.8b | US$104.8b | US$7.5b | 18.2x | 34.3x | 2.5x |
| Mon, 23 May 2022 | US$267.6b | US$104.6b | US$7.6b | 17.9x | 35.1x | 2.6x |
Price to Earnings Ratio
35.1x
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 73.1x which is higher than its 3-year average PE of 48.9x.
- The 3-year average PS ratio of 2.9x is lower than the industry's current PS ratio of 3.5x.
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 Market | 4.47% | |
| Industrials | 4.63% | |
| Electrical | 8.18% | |
| Heavy Electrical Equipment | 9.89% | |
| Electrical Components | 7.65% | |
Industry PE
- Investors are most optimistic about the Heavy Electrical Equipment industry which is trading above its 3-year average PE ratio of 9.6x.
- Analysts are expecting annual earnings growth of 25.1%, 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 41.8x.
Forecasted Growth
- Analysts are most optimistic on the Heavy Electrical Equipment industry, expecting annual earnings growth of 25% 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 | |
|---|---|---|---|---|---|
| ETN Eaton | US$329.09 | 8.9% +US$10.5b | -2.6% | PE32.7x | |
| GEV GE Vernova | US$426.97 | 8.4% +US$9.0b | 156.6% | PE60.2x | |
| EMR Emerson Electric | US$121.47 | 10.6% +US$6.5b | 5.8% | PE34.6x | |
| VRT Vertiv Holdings Co | US$105.38 | 10.1% +US$3.7b | 8.3% | PE60.3x | |
| ROK Rockwell Automation | US$307.54 | 8.6% +US$2.7b | 11.7% | PE38.4x |