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U.S. Electrical Industry Analysis

UpdatedAug 11, 2025
DataAggregated Company Financials
Companies129
  • 7D-2.7%
  • 3M25.3%
  • 1Y54.7%
  • YTD24.5%

Over the last 7 days, the Electrical industry has dropped 2.7%, driven by a pullback from Eaton of 4.8%. In contrast, Sunrun has gained 20%. In the past year, the industry has gained 55%. As for the next few years, earnings are expected to grow by 21% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 11 Aug 2025US$660.1bUS$156.8bUS$7.5b30.6x88.4x4.2x
Wed, 09 Jul 2025US$619.9bUS$153.6bUS$7.4b27.6x83.6x4x
Fri, 06 Jun 2025US$560.2bUS$153.4bUS$7.4b26x76x3.7x
Sun, 04 May 2025US$485.1bUS$153.5bUS$7.4b22.4x65.3x3.2x
Tue, 01 Apr 2025US$443.6bUS$151.5bUS$6.6b22.9x67.3x2.9x
Thu, 27 Feb 2025US$487.2bUS$151.4bUS$9.8b25.8x49.6x3.2x
Sat, 25 Jan 2025US$605.1bUS$151.7bUS$9.5b24x63.7x4x
Mon, 23 Dec 2024US$536.7bUS$151.1bUS$9.3b22.5x57.9x3.6x
Wed, 20 Nov 2024US$554.8bUS$150.5bUS$9.2b22.9x60.2x3.7x
Fri, 18 Oct 2024US$511.7bUS$151.2bUS$7.5b19.9x68.1x3.4x
Sun, 15 Sep 2024US$454.0bUS$151.2bUS$7.4b18.1x61.5x3x
Tue, 13 Aug 2024US$427.7bUS$150.9bUS$7.1b17.9x60.1x2.8x
Thu, 11 Jul 2024US$467.3bUS$157.0bUS$5.8b19x79.9x3x
Sat, 08 Jun 2024US$470.2bUS$159.6bUS$6.2b19.7x75.9x2.9x
Mon, 06 May 2024US$475.2bUS$160.5bUS$7.7b20.8x61.6x3x
Wed, 03 Apr 2024US$450.2bUS$125.8bUS$7.9b22.2x57.2x3.6x
Fri, 01 Mar 2024US$422.0bUS$126.0bUS$8.4b20.1x50.5x3.3x
Sun, 28 Jan 2024US$396.5bUS$139.2bUS$8.0b19.6x49.9x2.8x
Tue, 26 Dec 2023US$403.6bUS$139.3bUS$7.9b20.3x50.9x2.9x
Thu, 23 Nov 2023US$366.6bUS$139.0bUS$8.0b18.7x46x2.6x
Sat, 21 Oct 2023US$343.3bUS$144.1bUS$11.5b17.2x29.9x2.4x
Mon, 18 Sep 2023US$390.2bUS$144.2bUS$11.6b20.1x33.7x2.7x
Wed, 16 Aug 2023US$392.3bUS$144.8bUS$12.0b19.3x32.8x2.7x
Fri, 14 Jul 2023US$370.8bUS$130.9bUS$7.8b26.4x47.6x2.8x
Sun, 11 Jun 2023US$337.1bUS$131.1bUS$7.7b24.5x44x2.6x
Tue, 09 May 2023US$312.6bUS$130.3bUS$7.7b19.1x40.6x2.4x
Thu, 06 Apr 2023US$302.9bUS$128.0bUS$7.7b17.6x39.3x2.4x
Sat, 04 Mar 2023US$326.8bUS$116.6bUS$9.2b22x35.4x2.8x
Mon, 30 Jan 2023US$311.2bUS$114.2bUS$8.9b20.6x35x2.7x
Wed, 28 Dec 2022US$291.7bUS$113.8bUS$8.8b18.7x33.3x2.6x
Fri, 25 Nov 2022US$313.5bUS$113.4bUS$8.7b18.7x36.1x2.8x
Sun, 23 Oct 2022US$271.8bUS$108.4bUS$8.5b19.1x32.1x2.5x
Tue, 20 Sep 2022US$296.8bUS$107.9bUS$8.4b19.7x35.3x2.7x
Thu, 18 Aug 2022US$310.7bUS$106.1bUS$8.5b22.6x36.3x2.9x
Price to Earnings Ratio

36.3x


Total Market Cap: US$310.7bTotal Earnings: US$8.5bTotal Revenue: US$106.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Industry Price to Earnings3Y Average 52.6x202320242025
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 88.4x which is higher than its 3-year average PE of 52.6x.
  • The 3-year average PS ratio of 3.0x is lower than the industry's current PS ratio of 4.2x.
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 Market2.39%
Industrials1.16%
Electrical-2.72%
Heavy Electrical Equipment-1.70%
Electrical Components-3.16%
Industry PE
  • Investors are most optimistic about the Heavy Electrical Equipment industry which is trading above its 3-year average PE ratio of 22.0x.
    • Analysts are expecting annual earnings growth of 33.3%, 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 45.1x.
Forecasted Growth
  • Analysts are most optimistic on the Heavy Electrical Equipment industry, expecting annual earnings growth of 33% 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
RUN SunrunUS$11.8522.2%
+US$517.9m		-31.6%PS1.3x
PSIX Power Solutions InternationalUS$99.7011.7%
+US$243.0m		703.4%PE20.7x
POWL Powell IndustriesUS$243.855.9%
+US$165.2m		49.2%PE16.8x
BE Bloom EnergyUS$36.801.9%
+US$163.8m		230.3%PE364.1x
AMPX Amprius TechnologiesUS$8.066.9%
+US$99.2m		675.0%PS22.5x

Latest News

ROK
US$333.23
Rockwell Automation
7D
-4.8%
1Y
31.7%
AME
US$182.08
AMETEK
7D
-1.3%
1Y
13.3%
AMPX
US$8.06
Amprius Technologies
7D
6.9%
1Y
675.0%
RRX
US$139.00
Regal Rexnord
7D
-5.8%
1Y
-8.0%

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Aug 09
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POWL
US$243.85
Powell Industries
7D
5.9%
1Y
49.2%
ETN
US$362.84
Eaton
7D
-5.7%
1Y
25.8%
NRGV
US$1.45
Energy Vault Holdings
7D
35.5%
1Y
74.2%
ATKR
US$54.99
Atkore
7D
-28.2%
1Y
-41.9%

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Aug 08
Why Investors Shouldn't Be Surprised By Atkore Inc.'s (NYSE:ATKR) 27% Share Price Plunge
RUN
US$11.85
Sunrun
7D
22.2%
1Y
-31.6%
EMR
US$132.74
Emerson Electric
7D
-6.9%
1Y
28.8%
BE
US$36.80
Bloom Energy
7D
1.9%
1Y
230.3%
HUBB
US$418.65
Hubbell
7D
-2.4%
1Y
12.2%
PLUG
US$1.51
Plug Power
7D
4.1%
1Y
-22.6%
FLNC
US$9.19
Fluence Energy
7D
8.4%
1Y
-41.7%
GEV
US$649.09
GE Vernova
7D
-2.1%
1Y
267.9%
PSIX
US$99.70
Power Solutions International
7D
11.7%
1Y
703.4%