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U.S. Electrical Industry Analysis

UpdatedFeb 06, 2026
DataAggregated Company Financials
Companies132
  • 7D-2.1%
  • 3M9.0%
  • 1Y45.6%
  • YTD8.5%

Over the last 7 days, the Electrical industry has dropped 2.1%, driven by a pullback from Fluence Energy of 37%. In contrast, GE Vernova has gained 7.3%. This takes the industry's 12 month performance to a gain of 46%. Looking forward, earnings are forecast to grow by 19% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 07 Feb 2026US$805.0bUS$165.2bUS$11.0b34.8x73.3x4.9x
Mon, 05 Jan 2026US$716.4bUS$161.8bUS$7.4b30.5x96.4x4.4x
Wed, 03 Dec 2025US$681.9bUS$161.8bUS$7.4b30.9x92.2x4.2x
Fri, 31 Oct 2025US$734.3bUS$159.5bUS$7.9b31.4x92.6x4.6x
Sun, 28 Sep 2025US$667.0bUS$157.1bUS$7.3b29.3x91x4.2x
Tue, 26 Aug 2025US$649.3bUS$157.1bUS$7.4b30.7x88x4.1x
Thu, 24 Jul 2025US$638.4bUS$153.6bUS$7.5b28.7x85.6x4.2x
Sat, 21 Jun 2025US$578.1bUS$153.4bUS$7.4b27.6x77.7x3.8x
Mon, 19 May 2025US$537.9bUS$153.3bUS$7.3b22.1x73.4x3.5x
Wed, 16 Apr 2025US$434.3bUS$151.6bUS$6.6b21.8x66x2.9x
Fri, 14 Mar 2025US$461.0bUS$151.6bUS$6.5b23.2x71.4x3x
Sun, 09 Feb 2025US$533.9bUS$151.2bUS$9.7b26.8x55x3.5x
Tue, 07 Jan 2025US$527.7bUS$151.1bUS$9.2b22.3x57.3x3.5x
Thu, 05 Dec 2024US$572.1bUS$151.1bUS$9.2b24.5x62.2x3.8x
Sat, 02 Nov 2024US$509.1bUS$153.0bUS$7.9b19x64.4x3.3x
Mon, 30 Sep 2024US$487.5bUS$151.2bUS$7.4b20.3x65.9x3.2x
Wed, 28 Aug 2024US$443.9bUS$151.3bUS$7.3b18.5x61x2.9x
Fri, 26 Jul 2024US$456.3bUS$157.2bUS$5.9b19.7x77.1x2.9x
Sun, 23 Jun 2024US$474.7bUS$159.6bUS$6.2b18.9x76.4x3x
Tue, 21 May 2024US$485.8bUS$160.8bUS$7.8b19.8x62.3x3x
Thu, 18 Apr 2024US$459.4bUS$159.1bUS$7.5b20.1x61.3x2.9x
Sat, 16 Mar 2024US$432.7bUS$126.0bUS$7.9b20.8x54.6x3.4x
Mon, 12 Feb 2024US$416.0bUS$130.3bUS$9.6b19.8x43.6x3.2x
Wed, 10 Jan 2024US$393.6bUS$139.2bUS$7.9b19.1x49.5x2.8x
Fri, 08 Dec 2023US$368.7bUS$139.3bUS$7.9b19.1x46.5x2.6x
Sun, 05 Nov 2023US$357.2bUS$145.7bUS$9.9b17.5x36.3x2.5x
Tue, 03 Oct 2023US$378.0bUS$144.2bUS$11.5b18.9x32.8x2.6x
Thu, 31 Aug 2023US$402.7bUS$144.2bUS$11.6b20.3x34.7x2.8x
Sat, 29 Jul 2023US$365.6bUS$131.1bUS$7.8b25.8x47.1x2.8x
Mon, 26 Jun 2023US$345.7bUS$131.1bUS$7.6b25.5x45.5x2.6x
Wed, 24 May 2023US$314.9bUS$130.9bUS$7.7b21.6x40.7x2.4x
Fri, 21 Apr 2023US$308.5bUS$128.2bUS$7.7b19.1x39.9x2.4x
Sun, 19 Mar 2023US$302.3bUS$127.6bUS$7.8b18.6x38.9x2.4x
Tue, 14 Feb 2023US$317.4bUS$114.4bUS$8.6b21.2x37x2.8x
Price to Earnings Ratio

37x


Total Market Cap: US$317.4bTotal Earnings: US$8.6bTotal Revenue: US$114.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Industry Price to Earnings3Y Average 62x202420252026
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 73.3x which is higher than its 3-year average PE of 62.0x.
  • The 3-year average PS ratio of 3.3x is lower than the industry's current PS ratio of 4.9x.
Past Earnings Growth
  • The earnings for companies in the Electrical industry have grown 8.6% per year over the last three years.
  • Revenues for these companies have grown 13% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the U.S. Industrials industry?

US Market-2.98%
Industrials0.79%
Electrical-2.13%
Heavy Electrical Equipment-0.75%
Electrical Components-2.73%
Industry PE
  • Investors are most optimistic about the Electrical Components industry which is trading above its 3-year average PE ratio of 51.8x.
    • Analysts are expecting annual earnings growth of 16.6%, which is higher than its past year's earnings growth of 9.8% per year.
  • Investors are most pessimistic about the Heavy Electrical Equipment industry, which is trading close to its 3-year average of 69.7x.
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 123% per year.
  • In contrast, the Electrical Components industry is expected to see its earnings grow by 17% 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
GEV GE VernovaUS$779.357.3%
+US$14.3b		106.2%PE43x
ETN EatonUS$373.826.4%
+US$8.7b		19.4%PE35.5x
EMR Emerson ElectricUS$157.387.1%
+US$5.8b		26.5%PE38.4x
BE Bloom EnergyUS$143.03-5.5%
US$4.3b		477.2%PS19.8x
VRT Vertiv Holdings CoUS$195.585.0%
+US$3.6b		61.1%PE72.3x

Latest News

EAF
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GrafTech International
7D
-44.1%
1Y
-37.5%
ROK
US$415.02
Rockwell Automation
7D
-1.6%
1Y
54.6%
EMR
US$157.38
Emerson Electric
7D
7.1%
1Y
26.5%
RRX
US$211.80
Regal Rexnord
7D
31.1%
1Y
52.3%
BE
US$143.03
Bloom Energy
7D
-5.5%
1Y
477.2%
ETN
US$373.82
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7D
6.4%
1Y
19.4%

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1Y
150.6%

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ENS
US$172.22
EnerSys
7D
-4.4%
1Y
72.7%
FLNC
US$19.44
Fluence Energy
7D
-36.8%
1Y
55.1%
POWL
US$584.22
Powell Industries
7D
31.7%
1Y
155.3%
GEV
US$779.35
GE Vernova
7D
7.3%
1Y
106.2%
ELPW
US$1.10
Elong Power Holding
7D
-92.1%
1Y
-93.4%
EOSE
US$12.31
Eos Energy Enterprises
7D
-15.9%
1Y
131.0%

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ADS-TEC Energy
7D
-15.7%
1Y
-30.1%

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VRT
US$195.58
Vertiv Holdings Co
7D
5.0%
1Y
61.1%

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