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U.S. Electrical Industry Analysis

UpdatedNov 14, 2025
DataAggregated Company Financials
Companies126
  • 7D-4.0%
  • 3M4.0%
  • 1Y24.1%
  • YTD29.2%

Over the last 7 days, the Electrical industry has dropped 4.0%, driven by Eaton declining 7.2%. Over the past 12 months, the industry was up 24%. As for the next few years, earnings are expected to grow by 23% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 18 Nov 2025US$710.4bUS$161.8bUS$8.0b29.4x89x4.4x
Thu, 16 Oct 2025US$716.5bUS$157.3bUS$7.3b30.5x97.9x4.6x
Sat, 13 Sep 2025US$674.3bUS$157.1bUS$7.3b30.5x91.9x4.3x
Mon, 11 Aug 2025US$660.1bUS$156.8bUS$7.5b30.6x88.4x4.2x
Wed, 09 Jul 2025US$619.9bUS$153.6bUS$7.4b27.6x83.6x4x
Fri, 06 Jun 2025US$560.2bUS$153.4bUS$7.4b26x76x3.7x
Sun, 04 May 2025US$485.1bUS$153.5bUS$7.4b22.4x65.3x3.2x
Tue, 01 Apr 2025US$443.6bUS$151.5bUS$6.6b22.9x67.3x2.9x
Thu, 27 Feb 2025US$487.2bUS$151.4bUS$9.8b25.8x49.6x3.2x
Sat, 25 Jan 2025US$605.1bUS$151.7bUS$9.5b24x63.7x4x
Mon, 23 Dec 2024US$536.7bUS$151.1bUS$9.3b22.5x57.9x3.6x
Wed, 20 Nov 2024US$554.8bUS$150.5bUS$9.2b22.9x60.2x3.7x
Fri, 18 Oct 2024US$511.7bUS$151.2bUS$7.5b19.9x68.1x3.4x
Sun, 15 Sep 2024US$454.0bUS$151.2bUS$7.4b18.1x61.5x3x
Tue, 13 Aug 2024US$427.7bUS$150.9bUS$7.1b17.9x60.1x2.8x
Thu, 11 Jul 2024US$467.3bUS$157.0bUS$5.8b19x79.9x3x
Sat, 08 Jun 2024US$470.2bUS$159.6bUS$6.2b19.7x75.9x2.9x
Mon, 06 May 2024US$475.2bUS$160.5bUS$7.7b20.8x61.6x3x
Wed, 03 Apr 2024US$450.2bUS$125.8bUS$7.9b22.2x57.2x3.6x
Fri, 01 Mar 2024US$422.0bUS$126.0bUS$8.4b20.1x50.5x3.3x
Sun, 28 Jan 2024US$396.5bUS$139.2bUS$8.0b19.6x49.9x2.8x
Tue, 26 Dec 2023US$403.6bUS$139.3bUS$7.9b20.3x50.9x2.9x
Thu, 23 Nov 2023US$366.6bUS$139.0bUS$8.0b18.7x46x2.6x
Sat, 21 Oct 2023US$343.3bUS$144.1bUS$11.5b17.2x29.9x2.4x
Mon, 18 Sep 2023US$390.2bUS$144.2bUS$11.6b20.1x33.7x2.7x
Wed, 16 Aug 2023US$392.3bUS$144.8bUS$12.0b19.3x32.8x2.7x
Fri, 14 Jul 2023US$370.8bUS$130.9bUS$7.8b26.4x47.6x2.8x
Sun, 11 Jun 2023US$337.1bUS$131.1bUS$7.7b24.5x44x2.6x
Tue, 09 May 2023US$312.6bUS$130.3bUS$7.7b19.1x40.6x2.4x
Thu, 06 Apr 2023US$302.9bUS$128.0bUS$7.7b17.6x39.3x2.4x
Sat, 04 Mar 2023US$326.8bUS$116.6bUS$9.2b22x35.4x2.8x
Mon, 30 Jan 2023US$311.2bUS$114.2bUS$8.9b20.6x35x2.7x
Wed, 28 Dec 2022US$291.7bUS$113.8bUS$8.8b18.7x33.3x2.6x
Fri, 25 Nov 2022US$313.5bUS$113.4bUS$8.7b18.7x36.1x2.8x
Price to Earnings Ratio

36.1x


Total Market Cap: US$313.5bTotal Earnings: US$8.7bTotal Revenue: US$113.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electrical Industry Price to Earnings3Y Average 57.7x202320242025
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 89.0x which is higher than its 3-year average PE of 57.7x.
  • The 3-year average PS ratio of 3.1x is lower than the industry's current PS ratio of 4.4x.
Past Earnings Growth
  • The earnings for companies in the Electrical industry have declined 2.8% per year over the last three years.
  • Meanwhile revenues for these companies have grown 13% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

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

US Market-0.39%
Industrials-1.57%
Electrical-3.96%
Electrical Components-3.87%
Heavy Electrical Equipment-4.17%
Industry PE
  • Investors are most optimistic about the Heavy Electrical Equipment industry which is trading above its 3-year average PE ratio of 45.5x.
    • Analysts are expecting annual earnings growth of 38.6%, which is lower than the prior year's growth of 50.1% per year.
  • Investors are most pessimistic about the Electrical Components industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 48.7x.
Forecasted Growth
  • Analysts are most optimistic on the Heavy Electrical Equipment industry, expecting annual earnings growth of 39% over the next 5 years.
  • However this is lower than its past earnings growth rate of 50% 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
RRX Regal RexnordUS$137.382.4%
+US$213.1m		-20.4%PE35.5x
ENS EnerSysUS$137.522.0%
+US$99.7m		43.1%PE15.1x
RUN SunrunUS$18.651.6%
+US$69.6m		86.3%PS1.9x
FTCI FTC SolarUS$10.4341.3%
+US$46.1m		158.8%PS1.9x
SKYX SKYX PlatformsUS$1.7918.5%
+US$32.2m		67.3%PS2.2x

Latest News

VRT
US$170.97
Vertiv Holdings Co
7D
-9.0%
1Y
39.0%
BE
US$111.89
Bloom Energy
7D
-19.6%
1Y
390.5%

BE: AI Infrastructure Expansion And Power Demand Trends Will Shape Outlook

Analysts have raised their price target for Bloom Energy from $104.29 to $111.85. They cite strong projected revenue growth, which outweighs a slightly higher discount rate and a modest dip in profit margin expectations.
BWEN
US$2.56
Broadwind
7D
21.3%
1Y
62.0%
SKYX
US$1.79
SKYX Platforms
7D
18.5%
1Y
67.3%

SKYX: Approval Momentum Will Drive Adoption as Smart Home Standard

Analysts have increased their price target for SKYX Platforms to $5.00, citing improved revenue growth forecasts and higher projected profit margins. This outlook is based on the company's strategic progress and potential for market adoption.
RUN
US$18.65
Sunrun
7D
1.6%
1Y
86.3%

RUN: Residential Policy Shifts Will Drive Demand For Third-Party Solar Ownership

Analysts have increased their price target for Sunrun from approximately $21.03 to $22.39 per share. This change reflects improved profit margin projections and optimism around the company’s positioning as residential solar policy shifts unfold.
ETN
US$352.39
Eaton
7D
-7.2%
1Y
-1.5%

ETN: Future Performance Will Be Driven By Data Center Order Momentum

Eaton's analyst price target has been raised by analysts from $404.21 to $410.70, supported by improving confidence in data center order momentum and anticipated growth from recent acquisitions. Analyst Commentary Recent analyst activity around Eaton has highlighted a generally positive outlook, with several price target increases and upgrades reflecting renewed confidence in the company's growth trajectory and execution on strategic initiatives.
NXT
US$93.75
Nextpower
7D
-12.7%
1Y
150.5%

NXT: Fiscal 2026 Earnings Outlook and New Partnership Will Drive Further Gains

Analysts have slightly raised their price target for Nextpower from $98.65 to $99.04. This adjustment reflects updated assumptions around growth rates, discount rates, and profitability margins.
ROK
US$377.13
Rockwell Automation
7D
-3.6%
1Y
33.2%
SMR
US$22.45
NuScale Power
7D
-21.0%
1Y
-17.7%
EOSE
US$13.80
Eos Energy Enterprises
7D
-28.1%
1Y
541.9%
FTCI
US$10.43
FTC Solar
7D
41.3%
1Y
158.8%
NEOV
US$4.85
NeoVolta
7D
15.5%
1Y
-7.6%
ENS
US$137.52
EnerSys
7D
2.0%
1Y
43.1%

EnerSys' (NYSE:ENS) Shares Bounce 27% But Its Business Still Trails The Market

Nov 12
EnerSys' (NYSE:ENS) Shares Bounce 27% But Its Business Still Trails The Market
EAF
US$13.59
GrafTech International
7D
2.6%
1Y
-35.3%

It's Down 27% But GrafTech International Ltd. (NYSE:EAF) Could Be Riskier Than It Looks

Nov 07
It's Down 27% But GrafTech International Ltd. (NYSE:EAF) Could Be Riskier Than It Looks
HUBB
US$432.82
Hubbell
7D
-6.4%
1Y
-2.7%
RRX
US$137.38
Regal Rexnord
7D
2.4%
1Y
-20.4%

RRX: Share Price Will Gain From Expansion Into Early-Stage Industrial Markets

Regal Rexnord's analyst fair value estimate has been slightly lowered from $180.40 to $177.73 per share, as analysts weigh persistent near-term headwinds against the company's anticipated gradual improvement in its long-term outlook. Analyst Commentary Analysts have issued a range of updated perspectives on Regal Rexnord, reflecting ongoing debate about the company's valuation and future growth potential amid persistent industry headwinds.