Header cover image

U.S. Electrical Industry Analysis

UpdatedAug 10, 2025
DataAggregated Company Financials
Companies129
  • 7D-2.7%
  • 3M25.4%
  • 1Y55.0%
  • YTD24.8%

Over the last 7 days, the Electrical industry has dropped 2.7%, driven by a pullback from Eaton of 4.8%. On the other hand Sunrun is actually up 20%. Over the past 12 months, the industry was up 55%. 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
Sun, 10 Aug 2025US$659.8bUS$156.8bUS$7.5b30.6x88.4x4.2x
Tue, 08 Jul 2025US$620.8bUS$153.6bUS$7.4b27.6x83.7x4x
Thu, 05 Jun 2025US$560.0bUS$153.4bUS$7.4b26.1x76.1x3.7x
Sat, 03 May 2025US$476.4bUS$153.0bUS$7.3b22.5x65.4x3.1x
Mon, 31 Mar 2025US$443.7bUS$151.5bUS$6.6b22.9x67.4x2.9x
Wed, 26 Feb 2025US$488.7bUS$151.4bUS$9.9b25.6x49.6x3.2x
Fri, 24 Jan 2025US$597.3bUS$151.7bUS$9.5b23.9x62.8x3.9x
Sun, 22 Dec 2024US$536.7bUS$151.1bUS$9.3b22.5x57.9x3.6x
Tue, 19 Nov 2024US$552.1bUS$150.5bUS$9.2b23.5x59.9x3.7x
Thu, 17 Oct 2024US$507.1bUS$151.2bUS$7.5b19.9x67.5x3.4x
Sat, 14 Sep 2024US$448.4bUS$151.3bUS$7.3b18.1x61.2x3x
Mon, 12 Aug 2024US$427.8bUS$150.9bUS$7.1b18.1x60.1x2.8x
Wed, 10 Jul 2024US$469.8bUS$157.0bUS$5.8b18.9x80.4x3x
Fri, 07 Jun 2024US$484.2bUS$159.6bUS$6.2b19x78.3x3x
Sun, 05 May 2024US$475.2bUS$160.5bUS$7.7b20.8x61.6x3x
Tue, 02 Apr 2024US$452.6bUS$125.8bUS$7.9b22.6x57.4x3.6x
Thu, 29 Feb 2024US$420.7bUS$127.8bUS$9.4b19.3x44.8x3.3x
Sat, 27 Jan 2024US$397.8bUS$139.2bUS$8.0b19.6x50x2.9x
Mon, 25 Dec 2023US$403.6bUS$139.3bUS$7.9b20.3x50.9x2.9x
Wed, 22 Nov 2023US$367.2bUS$139.0bUS$8.0b18.7x46.1x2.6x
Fri, 20 Oct 2023US$350.8bUS$144.1bUS$11.5b17.4x30.5x2.4x
Sun, 17 Sep 2023US$390.2bUS$144.2bUS$11.6b20.1x33.7x2.7x
Tue, 15 Aug 2023US$395.8bUS$144.8bUS$12.0b19.5x33.1x2.7x
Thu, 13 Jul 2023US$366.6bUS$130.9bUS$7.8b26.4x47x2.8x
Sat, 10 Jun 2023US$337.1bUS$131.1bUS$7.7b24.5x44x2.6x
Mon, 08 May 2023US$312.7bUS$130.3bUS$7.7b19.5x40.6x2.4x
Wed, 05 Apr 2023US$310.8bUS$128.1bUS$7.7b17.9x40.3x2.4x
Fri, 03 Mar 2023US$320.7bUS$116.4bUS$9.1b21.6x35.3x2.8x
Sun, 29 Jan 2023US$311.0bUS$114.2bUS$8.9b20.6x35x2.7x
Tue, 27 Dec 2022US$292.6bUS$113.8bUS$8.8b18.8x33.4x2.6x
Thu, 24 Nov 2022US$313.4bUS$113.4bUS$8.7b18.7x36.1x2.8x
Sat, 22 Oct 2022US$271.7bUS$108.4bUS$8.5b19.1x32.1x2.5x
Mon, 19 Sep 2022US$293.5bUS$107.9bUS$8.4b20.1x34.9x2.7x
Wed, 17 Aug 2022US$316.5bUS$106.1bUS$8.6b23x37x3x
Price to Earnings Ratio

37x


Total Market Cap: US$316.5bTotal Earnings: US$8.6bTotal Revenue: US$106.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Industry Price to Earnings3Y Average 52.5x202320242025
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 52.5x.
  • 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-2.70%
Heavy Electrical Equipment-1.70%
Electrical Components-3.14%
Industry PE
  • Investors are most optimistic about the Heavy Electrical Equipment industry which is trading above its 3-year average PE ratio of 21.7x.
    • 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 45.0x.
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$11.8520.3%
+US$483.6m
-33.8%PS1.3x
PSIX Power Solutions InternationalUS$99.7014.6%
+US$292.4m
790.2%PE20.7x
AMPX Amprius TechnologiesUS$8.0626.7%
+US$241.4m
639.4%PS22.5x
EOSE Eos Energy EnterprisesUS$6.3715.6%
+US$223.5m
319.1%PS49x
POWL Powell IndustriesUS$243.857.1%
+US$195.5m
48.1%PE16.8x

Latest News