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U.S. Electrical Industry Analysis

UpdatedAug 18, 2025
DataAggregated Company Financials
Companies130
  • 7D-1.3%
  • 3M19.6%
  • 1Y48.6%
  • YTD22.7%

Over the last 7 days, the Electrical industry has dropped 1.3%, driven by GE Vernova declining 4.4%. In contrast, Bloom Energy has gained 20%. This takes the industry's 12 month performance to a gain of 49%. Earnings are forecast to grow by 21% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 18 Aug 2025US$649.5bUS$157.0bUS$7.4b32.4x87.5x4.1x
Wed, 16 Jul 2025US$628.4bUS$153.6bUS$7.4b27.3x84.7x4.1x
Fri, 13 Jun 2025US$571.2bUS$153.4bUS$7.4b26.1x76.8x3.7x
Sun, 11 May 2025US$501.6bUS$153.1bUS$7.4b22.5x67.4x3.3x
Tue, 08 Apr 2025US$391.4bUS$151.6bUS$6.6b21.1x59.4x2.6x
Thu, 06 Mar 2025US$465.9bUS$151.6bUS$6.5b24.5x71.4x3.1x
Sat, 01 Feb 2025US$549.0bUS$151.8bUS$9.6b24.2x57.1x3.6x
Mon, 30 Dec 2024US$533.5bUS$151.1bUS$9.3b22.8x57.5x3.5x
Wed, 27 Nov 2024US$575.6bUS$151.1bUS$9.2b24.3x62.6x3.8x
Fri, 25 Oct 2024US$506.4bUS$152.2bUS$7.7b18.6x66.1x3.3x
Sun, 22 Sep 2024US$479.3bUS$151.2bUS$7.4b19x64.8x3.2x
Tue, 20 Aug 2024US$437.6bUS$151.3bUS$7.2b18.6x60.5x2.9x
Thu, 18 Jul 2024US$499.8bUS$157.0bUS$5.8b20.9x85.5x3.2x
Sat, 15 Jun 2024US$488.5bUS$159.6bUS$6.2b19.4x78.6x3.1x
Mon, 13 May 2024US$488.0bUS$160.6bUS$7.7b20.7x63.4x3x
Wed, 10 Apr 2024US$491.7bUS$159.1bUS$7.4b21.9x66.2x3.1x
Fri, 08 Mar 2024US$434.1bUS$126.0bUS$7.9b21.6x55.2x3.4x
Sun, 04 Feb 2024US$409.4bUS$140.2bUS$8.1b19x50.6x2.9x
Tue, 02 Jan 2024US$404.4bUS$139.3bUS$7.9b20.8x51.1x2.9x
Thu, 30 Nov 2023US$362.3bUS$139.3bUS$8.0b18.3x45.4x2.6x
Sat, 28 Oct 2023US$339.6bUS$144.5bUS$11.5b16.4x29.6x2.4x
Mon, 25 Sep 2023US$378.4bUS$144.2bUS$11.6b20.2x32.7x2.6x
Wed, 23 Aug 2023US$386.2bUS$144.2bUS$11.6b19.5x33.3x2.7x
Fri, 21 Jul 2023US$375.7bUS$131.0bUS$7.8b27.2x48.2x2.9x
Sun, 18 Jun 2023US$349.8bUS$131.1bUS$7.6b24.5x46x2.7x
Tue, 16 May 2023US$313.2bUS$130.8bUS$7.8b20.6x40.2x2.4x
Thu, 13 Apr 2023US$308.5bUS$128.2bUS$7.9b18x39.2x2.4x
Sat, 11 Mar 2023US$306.5bUS$116.9bUS$9.3b20x33x2.6x
Mon, 06 Feb 2023US$317.4bUS$113.0bUS$8.8b21.8x35.9x2.8x
Wed, 04 Jan 2023US$294.0bUS$113.8bUS$8.8b19.1x33.5x2.6x
Fri, 02 Dec 2022US$311.5bUS$113.4bUS$8.7b19x35.9x2.7x
Sun, 30 Oct 2022US$288.6bUS$109.2bUS$8.6b20.2x33.7x2.6x
Tue, 27 Sep 2022US$270.3bUS$107.9bUS$8.4b19.4x32.1x2.5x
Thu, 25 Aug 2022US$301.5bUS$106.1bUS$8.5b22.1x35.5x2.8x
Price to Earnings Ratio

35.5x


Total Market Cap: US$301.5bTotal Earnings: US$8.5bTotal Revenue: US$106.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Industry Price to Earnings3Y Average 52.9x202320242025
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 87.5x which is higher than its 3-year average PE of 52.9x.
  • The 3-year average PS ratio of 3.0x is lower than the industry's current PS ratio of 4.1x.
Past Earnings Growth
  • The earnings for companies in the Electrical industry have declined 4.4% 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 Market1.29%
Industrials0.17%
Electrical-1.33%
Electrical Components-0.38%
Heavy Electrical Equipment-3.49%
Industry PE
  • Investors are most optimistic about the Heavy Electrical Equipment industry which is trading above its 3-year average PE ratio of 23.8x.
    • Analysts are expecting annual earnings growth of 33.7%, which is higher than its past year's earnings decline of 2.9% 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 45.3x.
Forecasted Growth
  • Analysts are most optimistic on the Heavy Electrical Equipment industry, expecting annual earnings growth of 34% over the next 5 years.
  • This is better than its past earnings decline of 2.9% 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
BE Bloom EnergyUS$45.2820.3%
+US$1.8b		284.1%PE448x
ROK Rockwell AutomationUS$342.283.8%
+US$1.4b		29.1%PE39.8x
NXT NextrackerUS$60.5812.6%
+US$1.0b		50.4%PE16.5x
HUBB HubbellUS$427.652.4%
+US$537.2m		13.8%PE27.4x
RUN SunrunUS$13.9220.0%
+US$535.3m		-31.3%PS1.5x

Latest News

SMR
US$35.47
NuScale Power
7D
-7.3%
1Y
276.5%

Some Analysts Just Cut Their NuScale Power Corporation (NYSE:SMR) Estimates

Aug 15
Some Analysts Just Cut Their NuScale Power Corporation (NYSE:SMR) Estimates
BE
US$45.28
Bloom Energy
7D
20.3%
1Y
284.1%
ENVX
US$10.21
Enovix
7D
-6.3%
1Y
0.8%
FLNC
US$7.95
Fluence Energy
7D
-13.0%
1Y
-55.9%
RUN
US$13.92
Sunrun
7D
20.0%
1Y
-31.3%
HUBB
US$427.65
Hubbell
7D
2.4%
1Y
13.8%
ROK
US$342.28
Rockwell Automation
7D
3.8%
1Y
29.1%
AME
US$181.36
AMETEK
7D
-0.6%
1Y
10.1%
ARRY
US$7.62
Array Technologies
7D
39.1%
1Y
13.9%

Little Excitement Around Array Technologies, Inc.'s (NASDAQ:ARRY) Revenues As Shares Take 28% Pounding

Aug 09
Little Excitement Around Array Technologies, Inc.'s (NASDAQ:ARRY) Revenues As Shares Take 28% Pounding
RRX
US$145.58
Regal Rexnord
7D
5.5%
1Y
-8.9%

Getting In Cheap On Regal Rexnord Corporation (NYSE:RRX) Is Unlikely

Aug 09
Getting In Cheap On Regal Rexnord Corporation (NYSE:RRX) Is Unlikely
ETN
US$351.03
Eaton
7D
-2.5%
1Y
18.2%
NXT
US$60.58
Nextracker
7D
12.6%
1Y
50.4%

Nextracker Inc. (NASDAQ:NXT) Shares Could Be 27% Below Their Intrinsic Value Estimate

Aug 07
Nextracker Inc. (NASDAQ:NXT) Shares Could Be 27% Below Their Intrinsic Value Estimate
ST
US$31.83
Sensata Technologies Holding
7D
8.1%
1Y
-14.8%
VRT
US$133.07
Vertiv Holdings Co
7D
-4.8%
1Y
68.7%
GEV
US$621.91
GE Vernova
7D
-4.4%
1Y
235.4%
PSIX
US$85.67
Power Solutions International
7D
-11.1%
1Y
397.8%