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U.S. Electrical Industry Analysis

UpdatedAug 13, 2026
DataAggregated Company Financials
Companies141
  • 7D2.0%
  • 3M-5.4%
  • 1Y49.7%
  • YTD37.9%

Over the last 7 days, the Electrical industry has risen 2.0%, driven by gains in GE Vernova and Eaton of 2.2% and 2.8%, respectively. In the same time, Regal Rexnord was down 5.6%. In the last 12 months, the industry was up 50%. 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
Fri, 14 Aug 2026US$1.0tUS$182.4bUS$20.4b36.9x50.1x5.6x
Sun, 12 Jul 2026US$1.0tUS$171.8bUS$20.1b37.8x51x6x
Tue, 09 Jun 2026US$990.3bUS$171.8bUS$19.9b37.1x49.9x5.8x
Thu, 07 May 2026US$1.1tUS$172.4bUS$19.9b38.4x53.6x6.2x
Sat, 04 Apr 2026US$850.5bUS$167.6bUS$14.7b32.9x57.7x5.1x
Mon, 02 Mar 2026US$881.1bUS$167.2bUS$14.3b33.3x61.8x5.3x
Wed, 28 Jan 2026US$751.2bUS$162.0bUS$7.4b32.9x100.9x4.6x
Fri, 26 Dec 2025US$704.1bUS$161.8bUS$7.4b30.3x94.9x4.4x
Sun, 23 Nov 2025US$651.9bUS$161.9bUS$7.4b30.6x87.8x4x
Tue, 21 Oct 2025US$710.5bUS$157.3bUS$7.3b31x97.1x4.5x
Thu, 18 Sep 2025US$669.8bUS$157.1bUS$7.3b29.9x91.3x4.3x
Sat, 16 Aug 2025US$653.8bUS$157.0bUS$7.4b32.4x88x4.2x
Mon, 14 Jul 2025US$623.8bUS$153.6bUS$7.4b27.6x84.1x4.1x
Wed, 11 Jun 2025US$566.6bUS$153.4bUS$7.4b26x76.1x3.7x
Fri, 09 May 2025US$494.0bUS$153.1bUS$7.5b22.5x66.1x3.2x
Sun, 06 Apr 2025US$391.3bUS$151.6bUS$6.6b21.1x59.4x2.6x
Tue, 04 Mar 2025US$494.4bUS$151.6bUS$7.3b23x68.2x3.3x
Thu, 30 Jan 2025US$526.1bUS$151.6bUS$9.6b23.5x55x3.5x
Sat, 28 Dec 2024US$542.3bUS$151.1bUS$9.3b22.8x58.4x3.6x
Mon, 25 Nov 2024US$583.9bUS$150.5bUS$9.2b24x63.8x3.9x
Wed, 23 Oct 2024US$513.0bUS$151.2bUS$7.5b19x68.3x3.4x
Fri, 20 Sep 2024US$464.6bUS$151.2bUS$7.4b18.4x62.9x3.1x
Sun, 18 Aug 2024US$437.6bUS$151.3bUS$7.2b18.5x60.5x2.9x
Tue, 16 Jul 2024US$488.7bUS$157.0bUS$5.8b20.3x83.6x3.1x
Thu, 13 Jun 2024US$477.7bUS$159.6bUS$6.2b20.3x77.1x3x
Sat, 11 May 2024US$490.7bUS$160.6bUS$7.7b21.4x63.8x3.1x
Mon, 08 Apr 2024US$491.2bUS$159.1bUS$7.4b22.4x66.1x3.1x
Wed, 06 Mar 2024US$432.2bUS$126.0bUS$7.9b20.9x54.8x3.4x
Fri, 02 Feb 2024US$404.3bUS$140.2bUS$8.1b19.7x50x2.9x
Sun, 31 Dec 2023US$405.0bUS$139.3bUS$7.9b20.8x51.2x2.9x
Tue, 28 Nov 2023US$366.2bUS$139.0bUS$7.9b19.2x46.1x2.6x
Thu, 26 Oct 2023US$342.4bUS$144.0bUS$11.4b16.7x30.1x2.4x
Sat, 23 Sep 2023US$378.4bUS$144.2bUS$11.6b20.2x32.7x2.6x
Mon, 21 Aug 2023US$384.2bUS$144.2bUS$11.6b19.1x33.1x2.7x
Price to Earnings Ratio

33.1x


Total Market Cap: US$384.2bTotal Earnings: US$11.6bTotal Revenue: US$144.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Industry Price to Earnings3Y Average 64.7x202420252026
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 50.1x which is lower than its 3-year average PE of 64.7x.
  • The 3-year average PS ratio of 3.8x is lower than the industry's current PS ratio of 5.6x.
Past Earnings Growth
  • The earnings for companies in the Electrical industry have grown 21% per year over the last three years.
  • Revenues for these companies have grown 8.2% 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 Market1.02%
Industrials0.10%
Electrical2.00%
Heavy Electrical Equipment2.09%
Electrical Components1.95%
Industry PE
  • Investors are most optimistic about the Electrical Components industry, which is trading close to its 3-year average PE ratio of 56.0x.
    • Analysts are expecting annual earnings growth of 19.0%, which is higher than its past year's earnings growth of 17.2% per year.
  • Investors are most pessimistic about the Heavy Electrical Equipment industry, which is trading below its 3-year average of 81.8x.
Forecasted Growth
  • Analysts are most optimistic on the Heavy Electrical Equipment industry, expecting annual earnings growth of 20% over the next 5 years.
  • In contrast, the Electrical Components industry is expected to see its earnings grow by 19% 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$1.05k4.9%
+US$13.1b		67.8%PE29.3x
VRT Vertiv Holdings CoUS$287.074.3%
+US$4.6b		116.6%PE63.8x
EMR Emerson ElectricUS$164.214.7%
+US$4.1b		22.2%PE35.6x
BE Bloom EnergyUS$236.223.2%
+US$2.1b		423.7%PE284x
ETN EatonUS$453.331.1%
+US$2.0b		27.7%PE46x

Latest News

ETN
US$453.33
Eaton
7D
1.1%
1Y
27.7%
DPC
US$50.22
DPC Holdings
7D
-11.6%
1Y
n/a
AME
US$256.22
AMETEK
7D
1.9%
1Y
38.7%
PN
US$2.80
PN Smart Energy
7D
-66.2%
1Y
-90.8%
GEV
US$1,049.42
GE Vernova
7D
4.9%
1Y
67.8%
Seeking Alpha • Aug 12

GE Vernova: Hard To See Much Upside With Expectations This High

Summary GEV is sitting right on two of AI's nastiest bottlenecks: power availability and grid equipment. The real question is how fast GEV can turn that backlog into capacity, revenue, and margins. The ~31% long-term EPS growth story looks doable through 2028, but the math gets much tougher once the easy margin expansion is behind it. The business still looks red hot, but at 28x 2028E earnings, the stock leaves very little room for anything less than near-perfect execution. Read the full article on Seeking Alpha
AMSC
US$31.51
American Superconductor
7D
-4.2%
1Y
-39.6%
EMR
US$164.21
Emerson Electric
7D
4.7%
1Y
22.2%
NVT
US$170.01
nVent Electric
7D
4.1%
1Y
89.3%
Narrative Update • Aug 11

NVT: AI Data Center Demand Will Support A Constructive Forward Outlook

Analysts now set a higher implied price target for nVent Electric at around $202 per share, up from roughly $186. They cite updated assumptions that include slightly different discount rates, revenue growth expectations, profit margin estimates, and a revised future P/E multiple.
BE
US$236.22
Bloom Energy
7D
3.2%
1Y
423.7%
New Narrative • Aug 09

The Bloom Story is early days

The Bloom Energy story is still early days. Wall Street cannot seem to comprehend that so many areas for their growth - international, other market segments, even personal or community power (where they started) are largely untapped.
VRT
US$287.07
Vertiv Holdings Co
7D
4.3%
1Y
116.6%
RRX
US$170.58
Regal Rexnord
7D
-4.7%
1Y
15.1%
Analysis Article • Aug 08

Regal Rexnord Corporation Just Recorded A 29% EPS Beat: Here's What Analysts Are Forecasting Next

There's been a notable change in appetite for Regal Rexnord Corporation ( NYSE:RRX ) shares in the week since its...
PLPC
US$447.39
Preformed Line Products
7D
-2.9%
1Y
143.6%
POWL
US$204.04
Powell Industries
7D
-1.6%
1Y
139.6%
Analysis Article • Aug 07

Powell Industries, Inc. (NASDAQ:POWL) Just Released Its Third-Quarter Earnings: Here's What Analysts Think

Powell Industries, Inc. ( NASDAQ:POWL ) came out with its third-quarter results last week, and we wanted to see how the...
SHLS
US$8.14
Shoals Technologies Group
7D
-5.3%
1Y
77.3%
ST
US$45.42
Sensata Technologies Holding
7D
-2.0%
1Y
39.9%
Narrative Update • Jul 31

ST: Aerospace Electrification And Buybacks Will Support Balanced Forward Return Profile

Analysts have nudged their price target for Sensata Technologies Holding higher to about $52.73 from roughly $51.08, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E, which collectively support a modestly stronger outlook for the stock. What’s in the News for Sensata Technologies Holding Sensata Technologies expanded its aerospace motor portfolio into flight control actuation and propulsion applications, showcasing high power density motor solutions at Farnborough Airshow 2026.
INIO
US$27.58
Innio
7D
6.2%
1Y
n/a