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U.S. Electrical Industry Analysis
UpdatedMay 13, 2026
DataAggregated Company Financials
Companies134
- 7D0.04%
- 3M19.4%
- 1Y90.5%
- YTD43.6%
Over the last 7 days, the Electrical industry has remained flat, although notably Vertiv Holdings Co gained 7.7%. The past year has been better, since the industry has gained 90% in that time. As for the next few years, earnings are expected to grow by 18% per annum.
Industry Valuation and Performance
Has the U.S. Electrical Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 14 May 2026 | US$1.1t | US$172.1b | US$19.9b | 36.1x | 54.1x | 6.3x |
| Sat, 11 Apr 2026 | US$925.4b | US$167.6b | US$14.7b | 35x | 62.8x | 5.5x |
| Mon, 09 Mar 2026 | US$807.6b | US$166.9b | US$15.0b | 31.3x | 53.9x | 4.8x |
| Wed, 04 Feb 2026 | US$798.1b | US$162.6b | US$10.6b | 35.7x | 75x | 4.9x |
| Fri, 02 Jan 2026 | US$686.1b | US$161.8b | US$7.4b | 29.6x | 92.3x | 4.2x |
| Sun, 30 Nov 2025 | US$696.9b | US$161.8b | US$7.4b | 31x | 94.2x | 4.3x |
| Tue, 28 Oct 2025 | US$716.6b | US$159.3b | US$8.1b | 30.5x | 88x | 4.5x |
| Thu, 25 Sep 2025 | US$682.3b | US$157.1b | US$7.3b | 29.1x | 93.1x | 4.3x |
| Sat, 23 Aug 2025 | US$638.4b | US$157.1b | US$7.4b | 31.5x | 86.5x | 4.1x |
| Mon, 21 Jul 2025 | US$643.3b | US$153.6b | US$7.4b | 28.1x | 86.7x | 4.2x |
| Wed, 18 Jun 2025 | US$580.5b | US$153.4b | US$7.4b | 27.4x | 78.1x | 3.8x |
| Fri, 16 May 2025 | US$544.3b | US$153.3b | US$7.4b | 21.9x | 74x | 3.6x |
| Sun, 13 Apr 2025 | US$431.0b | US$151.6b | US$6.6b | 21.5x | 65.5x | 2.8x |
| Tue, 11 Mar 2025 | US$466.4b | US$151.6b | US$6.5b | 23.7x | 72.1x | 3.1x |
| Thu, 06 Feb 2025 | US$525.8b | US$151.8b | US$10.0b | 23.2x | 52.6x | 3.5x |
| Sat, 04 Jan 2025 | US$530.6b | US$151.1b | US$9.3b | 23.3x | 57.1x | 3.5x |
| Mon, 02 Dec 2024 | US$575.0b | US$151.1b | US$9.2b | 24.2x | 62.5x | 3.8x |
| Wed, 30 Oct 2024 | US$514.6b | US$152.2b | US$7.7b | 19x | 67x | 3.4x |
| Fri, 27 Sep 2024 | US$482.1b | US$151.2b | US$7.4b | 19.9x | 65.1x | 3.2x |
| Sun, 25 Aug 2024 | US$443.8b | US$151.3b | US$7.2b | 18.5x | 61.5x | 2.9x |
| Tue, 23 Jul 2024 | US$469.0b | US$157.0b | US$5.8b | 20.8x | 80.3x | 3x |
| Thu, 20 Jun 2024 | US$484.6b | US$159.6b | US$6.2b | 19.2x | 78x | 3x |
| Sat, 18 May 2024 | US$487.8b | US$160.8b | US$7.9b | 19.6x | 62.1x | 3x |
| Mon, 15 Apr 2024 | US$482.4b | US$159.1b | US$7.5b | 21.2x | 64.7x | 3x |
| Wed, 13 Mar 2024 | US$427.9b | US$126.0b | US$7.9b | 20.8x | 54.4x | 3.4x |
| Fri, 09 Feb 2024 | US$407.1b | US$130.3b | US$9.6b | 19.4x | 42.6x | 3.1x |
| Sun, 07 Jan 2024 | US$389.9b | US$139.3b | US$7.9b | 19.5x | 49.2x | 2.8x |
| Tue, 05 Dec 2023 | US$377.4b | US$139.3b | US$8.0b | 19.1x | 47.2x | 2.7x |
| Thu, 02 Nov 2023 | US$349.2b | US$145.1b | US$11.6b | 16.7x | 30.1x | 2.4x |
| Sat, 30 Sep 2023 | US$379.5b | US$144.2b | US$11.5b | 19.7x | 33x | 2.6x |
| Mon, 28 Aug 2023 | US$393.8b | US$144.2b | US$11.6b | 19.8x | 33.9x | 2.7x |
| Wed, 26 Jul 2023 | US$369.8b | US$131.2b | US$7.9b | 25.8x | 46.9x | 2.8x |
| Fri, 23 Jun 2023 | US$351.2b | US$131.1b | US$7.6b | 25.1x | 46.2x | 2.7x |
| Sun, 21 May 2023 | US$314.7b | US$130.9b | US$7.8b | 22.7x | 40.5x | 2.4x |
Price to Earnings Ratio
40.5x
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 54.1x 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 6.3x.
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 Market | 1.52% | |
| Industrials | 0.84% | |
| Electrical | 0.04% | |
| Electrical Components | 1.51% | |
| Heavy Electrical Equipment | -2.31% | |
Industry PE
- Investors are most optimistic about the Electrical Components industry, which is trading close to its 3-year average PE ratio of 54.2x.
- Analysts are expecting annual earnings growth of 18.9%, 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 77.0x.
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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| VRT Vertiv Holdings Co | US$369.99 | 3.1% +US$4.3b | 238.0% | PE91.2x | |
| NXT Nextpower | US$136.37 | 8.2% +US$1.5b | 147.8% | PE34.6x | |
| VICR Vicor | US$309.27 | 10.3% +US$1.3b | 600.0% | PE103.1x | |
| BE Bloom Energy | US$289.76 | 1.5% +US$1.2b | 1,330.9% | PE13661.6x | |
| FLNC Fluence Energy | US$22.10 | 63.0% +US$1.1b | 305.5% | PS1.1x |