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U.S. Electrical Components Industry Analysis

UpdatedApr 05, 2026
DataAggregated Company Financials
Companies108
  • 7D2.3%
  • 3M9.6%
  • 1Y79.3%
  • YTDn/a

Over the last 7 days, the Electrical Components industry has risen 2.3%, driven by gains in Vertiv Holdings Co and Emerson Electric of 4.1% and 5.0%, respectively. During this same period, the Nextpower underperformed, falling 5.8%. This takes the industry's 12 month performance to a gain of 79%. As for the next few years, earnings are expected to grow by 17% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 05 Apr 2026US$552.1bUS$125.3bUS$11.0b33.8x50x4.4x
Tue, 03 Mar 2026US$582.4bUS$125.1bUS$10.6b33.6x55.1x4.7x
Thu, 29 Jan 2026US$534.3bUS$121.7bUS$6.8b34.4x78.2x4.4x
Sat, 27 Dec 2025US$491.7bUS$121.3bUS$6.8b31.9x72.4x4.1x
Mon, 24 Nov 2025US$471.9bUS$121.4bUS$6.8b31x69.5x3.9x
Wed, 22 Oct 2025US$505.1bUS$118.2bUS$6.6b30.8x76.9x4.3x
Fri, 19 Sep 2025US$467.7bUS$118.0bUS$6.6b30.1x71.1x4x
Sun, 17 Aug 2025US$455.0bUS$117.8bUS$6.7b32.4x68.3x3.9x
Tue, 15 Jul 2025US$454.4bUS$115.5bUS$5.9b27.5x77.1x3.9x
Thu, 12 Jun 2025US$415.2bUS$115.3bUS$5.9b26x70.2x3.6x
Sat, 10 May 2025US$379.0bUS$115.0bUS$5.8b21x65.4x3.3x
Mon, 07 Apr 2025US$307.7bUS$114.5bUS$5.4b20.5x57.3x2.7x
Wed, 05 Mar 2025US$370.0bUS$114.4bUS$5.2b23.4x71.1x3.2x
Fri, 31 Jan 2025US$418.0bUS$114.6bUS$8.3b23.9x50.2x3.6x
Sun, 29 Dec 2024US$426.9bUS$114.6bUS$8.3b22.8x51.4x3.7x
Tue, 26 Nov 2024US$467.8bUS$114.0bUS$8.2b24.7x57.2x4.1x
Thu, 24 Oct 2024US$420.6bUS$115.4bUS$6.9b21.1x61.1x3.6x
Sat, 21 Sep 2024US$402.7bUS$115.1bUS$6.7b20.3x60.2x3.5x
Mon, 19 Aug 2024US$377.6bUS$115.2bUS$6.6b18.6x57.4x3.3x
Wed, 17 Jul 2024US$426.5bUS$121.4bUS$6.7b22.4x63.5x3.5x
Fri, 14 Jun 2024US$430.4bUS$124.0bUS$7.0b20.8x61.4x3.5x
Sun, 12 May 2024US$435.4bUS$125.0bUS$8.5b21.4x51.1x3.5x
Tue, 09 Apr 2024US$439.0bUS$123.9bUS$8.4b22.6x52x3.5x
Thu, 07 Mar 2024US$407.9bUS$124.0bUS$8.5b22x48.1x3.3x
Sat, 03 Feb 2024US$378.8bUS$125.6bUS$10.6b19.3x35.9x3x
Mon, 01 Jan 2024US$375.6bUS$124.6bUS$10.4b20.9x36.2x3x
Wed, 29 Nov 2023US$335.8bUS$124.4bUS$10.4b18.5x32.3x2.7x
Fri, 27 Oct 2023US$313.2bUS$130.0bUS$13.9b16.9x22.6x2.4x
Sun, 24 Sep 2023US$348.9bUS$129.9bUS$13.9b21.1x25x2.7x
Tue, 22 Aug 2023US$354.1bUS$129.8bUS$14.0b20.3x25.3x2.7x
Thu, 20 Jul 2023US$354.9bUS$116.8bUS$10.0b27.3x35.6x3x
Sat, 17 Jun 2023US$327.5bUS$116.8bUS$9.8b24.7x33.5x2.8x
Mon, 15 May 2023US$291.0bUS$116.6bUS$9.9b20.4x29.4x2.5x
Wed, 12 Apr 2023US$287.8bUS$114.1bUS$10.0b18x28.7x2.5x
Price to Earnings Ratio

28.7x


Total Market Cap: US$287.8bTotal Earnings: US$10.0bTotal Revenue: US$114.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Components Industry Price to Earnings3Y Average 53.3x202420252026
Current Industry PE
  • Investors are pessimistic on the American Electrical Components and Equipment 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 50.0x which is lower than its 3-year average PE of 53.3x.
  • The 3-year average PS ratio of 3.4x is lower than the industry's current PS ratio of 4.4x.
Past Earnings Growth
  • The earnings for companies in the Electrical Components and Equipment industry have grown 3.3% per year over the last three years.
  • Revenues for these companies have grown 3.2% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

How does U.S. Electrical Components compare with similar industries?

US Market3.46%
Industrials2.97%
Electrical2.99%
Electrical Components2.27%
Heavy Electrical Equipment4.42%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
VRT Vertiv Holdings CoUS$261.294.1%
+US$3.9b		339.8%PE75x
EMR Emerson ElectricUS$131.705.0%
+US$3.5b		39.3%PE32.1x
AME AMETEKUS$218.294.3%
+US$2.1b		43.0%PE33.8x
ROK Rockwell AutomationUS$365.023.8%
+US$1.5b		60.7%PE41.5x
ETN EatonUS$361.101.0%
+US$1.5b		46.5%PE34.3x

Latest News

AYI
US$265.39
Acuity
7D
-1.6%
1Y
13.6%

Intelligent Building Platforms And Productivity Gains Will Drive Stronger Future Performance

Catalysts About Acuity Acuity develops lighting solutions and intelligent building and AV platforms through its Acuity Brands Lighting and Acuity Intelligent Spaces segments. What are the underlying business or industry changes driving this perspective?
VRT
US$261.29
Vertiv Holdings Co
7D
4.1%
1Y
339.8%

VRT: AI Data Center Manufacturing Expansion Will Drive Further Upside

Analysts have raised their price target on Vertiv Holdings Co. to $325 from $320. They cited updates to their models that reflect revised assumptions for revenue growth, profit margins, discount rate, and future P/E.
TE
US$4.19
T1 Energy
7D
-27.3%
1Y
306.8%

TE: Future Returns Will Rely On Mo I Rana Power Expansion

Analysts have trimmed their price target on T1 Energy from $10.50 to $9.50, citing updated assumptions that combine a lower revenue growth outlook with a higher profit margin profile and a slightly reduced forward P/E multiple. What's in the News T1 Energy maintained its 2026 production and sales guidance, expecting 3.1 GW to 4.2 GW for the year, signaling no change to previously communicated volume expectations (corporate guidance).
AMSC
US$32.09
American Superconductor
7D
-4.8%
1Y
103.1%

AMSC: Superconductor Data Center Demand Will Support Future Grid Solutions

Analysts have adjusted their price target on American Superconductor to $52.33. This reflects updated assumptions around a slightly lower discount rate, revenue growth of 18.58%, a profit margin of 14.62% and a forward P/E of about 57.7x.
FLNC
US$13.30
Fluence Energy
7D
-6.0%
1Y
208.6%

FLNC: Backlog Coverage And New Contracts Will Drive Future Upside Potential

The analyst price target for Fluence Energy has been raised by a small amount to $18.56 from $18.11, as analysts factor in a slightly lower discount rate, steadier long term revenue growth and margin expectations, and higher assumed future P/E after a mix of recent upgrades, initiations, and both upward and downward target revisions across the Street. Analyst Commentary Recent Street research on Fluence Energy has been active, with a mix of initiations, upgrades, and target resets that contribute to a slight lift in the average price target.
ROK
US$365.02
Rockwell Automation
7D
3.8%
1Y
60.7%
NXT
US$113.08
Nextpower
7D
-5.8%
1Y
189.8%

NXT: Elevated P/E And Buybacks Will Continue To Outrun Fundamental Earnings Power

Analysts have raised their price target on Nextpower from $79.83 to $88.63, citing updated assumptions that include slightly adjusted discount rates, a change in revenue growth expectations to 7.55%, a profit margin assumption of 14.24%, and a forward P/E of about 28x. What's in the News Nextpower entered a multi year supply agreement with Jinko Solar (U.S.) Industries for more than 1 GW of U.S. manufactured steel module frames, scalable to up to 3 GW over three years.
ENS
US$177.35
EnerSys
7D
3.5%
1Y
119.2%

ENS: Manufacturing Realignment And Buybacks Will Support Future Upside Potential

Analysts have adjusted their fair value estimate for EnerSys to about $189.09 from $188.10, attributing the change to updated assumptions regarding revenue growth, profit margins, and a slightly revised forward P/E outlook. What's in the News EnerSys announced a manufacturing realignment that will close its legacy lead-acid battery facility in Tijuana, Mexico and shift most production to its Thin Plate Pure Lead (TPPL) plant in Springfield, Missouri, using existing investments to expand U.S. capacity (Key Developments).
ENVX
US$5.06
Enovix
7D
-3.3%
1Y
-19.8%

ENVX: Silicon Anode Manufacturing Execution Will Drive Long Term Upside Potential

Analyst price targets for Enovix have shifted lower, with the fair value estimate moving from $15.39 to $14.45 as analysts balance enthusiasm for its next generation silicon anode battery technology with concerns around manufacturing hurdles, smartphone qualification timelines, and expectations for negative margins and cash flow in the coming years. Analyst Commentary Recent Street research on Enovix highlights a mix of optimism around its silicon anode battery technology and caution around execution, manufacturing, and near term financials.
EMR
US$131.70
Emerson Electric
7D
5.0%
1Y
39.3%

EMR: AI Automation Demand And High Margins Will Drive Future Upside

Emerson Electric's analyst price targets have generally moved higher, with several firms lifting their views by $4 to $30 to reflect updated expectations around AI driven demand and software exposure, while also flagging emerging competitive risks in high margin hardware and automation software. Analyst Commentary Bullish analysts are focusing on Emerson Electric's mix of high margin automation hardware and software, with several research notes pointing to AI related demand as an important theme in recent price target updates.
HUBB
US$494.25
Hubbell
7D
2.8%
1Y
56.4%
ETN
US$361.10
Eaton
7D
1.0%
1Y
46.5%

ETN: AI Data Center And Thermal Demand Will Drive Future Upside

Analysts have nudged Eaton's fair value estimate higher, with the updated price target moving from $483.16 to $491.40 as they factor in the Boyd Thermal acquisition, changes to P/E assumptions, and a refreshed view on revenue growth and profitability. Analyst Commentary Recent research updates show a mix of views on Eaton, with some firms trimming price targets and others lifting them or upgrading ratings following the Boyd Thermal acquisition and model refreshes.
AME
US$218.29
AMETEK
7D
4.3%
1Y
43.0%

AME: AI Hardware Exposure And Rising Cash Returns Will Shape Future Returns

Analysts have lifted the implied fair value estimate for AMETEK by about $2 to $250.35 per share, reflecting refreshed models that factor in recent price target increases, updated quarterly results, and ongoing debate around the impact of AI on high margin industrial hardware exposure. Analyst Commentary Recent Street research around Ametek points to a mix of optimism on execution and demand trends, along with fresh questions about how AI could affect returns from high margin industrial hardware over time.
PLUG
US$2.41
Plug Power
7D
10.6%
1Y
97.5%

PLUG: Hydrogen Power Auction And 2026 EBITDA Turnaround Aims To Rebuild Confidence

Plug Power's analyst fair value estimate edges from $2.75 to about $2.74, as analysts recalibrate price targets between $1 and $2 on mixed execution, slower anticipated revenue growth, and a "show me" stance on the path to positive EBITDA by 2026. Analyst Commentary Bullish Takeaways Bullish analysts highlight Plug Power's reiterated goal to reach positive EBITDA in 2026 as a key pillar supporting fair value, even if they view it as needing further proof.
ADSE
US$10.76
ADS-TEC Energy
7D
-5.4%
1Y
-10.4%
PN
US$0.26
Skycorp Solar Group
7D
-74.1%
1Y
-91.7%