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U.S. Electrical Industry Analysis

UpdatedMay 11, 2026
DataAggregated Company Financials
Companies133
  • 7D-0.4%
  • 3M21.0%
  • 1Y102.6%
  • YTD40.7%

Last week, the Electrical industry hasn't moved much but Rockwell Automation is up 13% in that time. As for the the longer term, the industry is up 103% over the past 12 months. Looking forward, earnings are forecast to grow by 18% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 11 May 2026US$1.0tUS$172.0bUS$19.9b36.7x52.2x6x
Wed, 08 Apr 2026US$849.6bUS$167.6bUS$14.7b32.4x57.6x5.1x
Fri, 06 Mar 2026US$854.9bUS$166.9bUS$15.0b32.6x57.1x5.1x
Sun, 01 Feb 2026US$780.0bUS$162.6bUS$10.6b33.9x73.3x4.8x
Tue, 30 Dec 2025US$698.4bUS$161.8bUS$7.4b30.1x94.1x4.3x
Thu, 27 Nov 2025US$673.0bUS$161.8bUS$7.4b30.8x91x4.2x
Sat, 25 Oct 2025US$709.6bUS$159.3bUS$8.1b30.7x87.2x4.5x
Mon, 22 Sep 2025US$688.0bUS$157.1bUS$7.3b29.9x93.8x4.4x
Wed, 20 Aug 2025US$655.2bUS$157.0bUS$7.4b31.1x88.5x4.2x
Fri, 18 Jul 2025US$633.5bUS$153.6bUS$7.4b28.5x85.4x4.1x
Sun, 15 Jun 2025US$563.9bUS$153.4bUS$7.4b25.5x75.8x3.7x
Tue, 13 May 2025US$501.7bUS$153.1bUS$7.5b23.6x67.3x3.3x
Thu, 10 Apr 2025US$396.0bUS$151.6bUS$6.6b22.7x60.1x2.6x
Sat, 08 Mar 2025US$460.3bUS$151.6bUS$6.5b25x70.5x3x
Mon, 03 Feb 2025US$544.8bUS$151.8bUS$9.6b24.2x56.7x3.6x
Wed, 01 Jan 2025US$528.9bUS$151.1bUS$9.3b22.9x57x3.5x
Fri, 29 Nov 2024US$572.6bUS$151.1bUS$9.2b24.3x62.3x3.8x
Sun, 27 Oct 2024US$510.9bUS$152.2bUS$7.7b18.7x66.7x3.4x
Tue, 24 Sep 2024US$479.3bUS$151.2bUS$7.4b19x64.8x3.2x
Thu, 22 Aug 2024US$436.9bUS$151.3bUS$7.2b18.6x60.5x2.9x
Sat, 20 Jul 2024US$469.1bUS$157.0bUS$5.8b20.7x80.3x3x
Mon, 17 Jun 2024US$474.1bUS$159.6bUS$6.2b19.4x76.3x3x
Wed, 15 May 2024US$485.4bUS$160.6bUS$7.7b20.4x63x3x
Fri, 12 Apr 2024US$486.4bUS$159.1bUS$7.4b21.6x65.4x3.1x
Sun, 10 Mar 2024US$432.1bUS$126.0bUS$7.9b21.5x55x3.4x
Tue, 06 Feb 2024US$393.2bUS$129.2bUS$9.8b19.1x39.9x3x
Thu, 04 Jan 2024US$391.5bUS$139.3bUS$7.9b19.7x49.4x2.8x
Sat, 02 Dec 2023US$368.8bUS$139.3bUS$8.0b18.9x46.2x2.6x
Mon, 30 Oct 2023US$339.1bUS$144.5bUS$11.5b16.4x29.5x2.3x
Wed, 27 Sep 2023US$374.3bUS$144.2bUS$11.6b19.9x32.3x2.6x
Fri, 25 Aug 2023US$388.2bUS$144.2bUS$11.6b19.7x33.4x2.7x
Sun, 23 Jul 2023US$371.6bUS$131.0bUS$7.8b25.9x47.7x2.8x
Tue, 20 Jun 2023US$349.5bUS$131.1bUS$7.6b24.5x46x2.7x
Thu, 18 May 2023US$320.6bUS$130.8bUS$7.7b22.1x41.4x2.5x
Price to Earnings Ratio

41.4x


Total Market Cap: US$320.6bTotal Earnings: US$7.7bTotal Revenue: US$130.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Industry Price to Earnings3Y Average 64x202420252026
Current Industry PE
  • Investors are pessimistic on the American Electrical industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 52.2x which is lower than its 3-year average PE of 64.0x.
  • The 3-year average PS ratio of 3.5x is lower than the industry's current PS ratio of 6.0x.
Past Earnings Growth
  • The earnings for companies in the Electrical industry have grown 37% per year over the last three years.
  • Revenues for these companies have grown 9.5% 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 Market2.25%
Industrials0.49%
Electrical-0.41%
Electrical Components1.48%
Heavy Electrical Equipment-3.44%
Industry PE
  • Investors are most optimistic about the Electrical Components industry, which is trading close to its 3-year average PE ratio of 54.1x.
    • Analysts are expecting annual earnings growth of 18.5%, which is higher than its past year's earnings growth of 16.4% per year.
  • Investors are most pessimistic about the Heavy Electrical Equipment industry, which is trading below its 3-year average of 76.9x.
Forecasted Growth
  • Analysts are most optimistic on the Electrical Components industry, expecting annual earnings growth of 19% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the Heavy Electrical Equipment 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
ROK Rockwell AutomationUS$453.8913.4%
+US$5.5b		51.4%PE46.5x
VRT Vertiv Holdings CoUS$339.972.7%
+US$3.5b		236.4%PE83.8x
EMR Emerson ElectricUS$141.314.3%
+US$3.0b		18.3%PE32.5x
FLNC Fluence EnergyUS$24.1695.9%
+US$1.6b		324.6%PS1.2x
POWL Powell IndustriesUS$309.3914.6%
+US$1.4b		394.0%PE60.3x

Latest News

AMPX
US$16.70
Amprius Technologies
7D
-18.1%
1Y
509.5%
POWL
US$309.39
Powell Industries
7D
14.6%
1Y
394.0%
ROK
US$453.89
Rockwell Automation
7D
13.4%
1Y
51.4%
EMR
US$141.31
Emerson Electric
7D
4.3%
1Y
18.3%
ETN
US$401.51
Eaton
7D
-5.0%
1Y
24.7%
BE
US$261.03
Bloom Energy
7D
-9.6%
1Y
1,280.4%
ALNT
US$66.69
Allient
7D
-11.8%
1Y
123.4%
Analysis Article • May 09

Allient Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

It's been a sad week for Allient Inc. ( NASDAQ:ALNT ), who've watched their investment drop 14% to US$65.80 in the week...
NVT
US$169.95
nVent Electric
7D
4.5%
1Y
155.4%
FLNC
US$24.16
Fluence Energy
7D
95.9%
1Y
324.6%
New Narrative • May 08

FLNC: $5.6 Billion Backlog, Two Hyperscaler Supply Agreements, and the Most Complicated Good Quarter in Energy Storage History

The Global Market Leader in Intelligent Energy Storage at the Intersection of the Grid's Two Greatest Secular Demands Fluence Energy, Inc. (NASDAQ: FLNC) is an Arlington, Virginia-based energy storage technology and services company that designs, deploys, and operates battery energy storage systems for utilities, independent power producers, developers, and—increasingly, as of Wednesday's second-quarter fiscal 2026 earnings disclosure—the hyperscale data center operators whose AI-driven power demand has emerged as the most commercially significant new customer category in the company's five-year history.
SES
US$0.93
SES AI
7D
-9.8%
1Y
2.1%
HUBB
US$492.58
Hubbell
7D
-4.5%
1Y
30.2%
VRT
US$339.97
Vertiv Holdings Co
7D
2.7%
1Y
236.4%
GEV
US$1,040.15
GE Vernova
7D
-3.1%
1Y
149.7%
GNRC
US$269.41
Generac Holdings
7D
4.8%
1Y
111.8%
BW
US$14.54
Babcock & Wilcox Enterprises
7D
-3.6%
1Y
2,143.5%
NXT
US$125.91
Nextpower
7D
7.7%
1Y
148.7%
Narrative Update • Apr 28

NXT: Hail Resilience Data And U.S. Frames Will Support Future Upside

Analysts have kept Nextpower’s price target steady at $145.00. They cite updated assumptions for a lower discount rate, slightly higher revenue growth and profit margin expectations, and a reduced future P/E multiple as reasons for maintaining their view.