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Industry top-down

Electrical Equipment & Parts

Latest reported revenue & EPS across the covered companies in this industry, with year-over-year (YoY) change. From disclosed earnings — not investment advice.

20 companiesMedian revenue YoY: +25.5%EPS beat rate: —

AI industry top-down

The electrical equipment and components industry overall demonstrated a positive trend, with revenue growing 10.85% year-over-year. Some companies, including EOSE, Bloom Energy, and Vertiv, achieved high double-digit revenue growth. nVent Electric plc, EnerSys, and Hayward Holdings demonstrated solid EPS growth. However, HUBBELL INC and Atkore Inc. saw revenue decline, while POWELL INDUSTRIES INC and ACUITY INC. (DE) experienced a drop in EPS, highlighting variations in individual company performance.

  • Most companies' revenue grew year-over-year (median 10.85% growth)
  • Some companies recorded high double-digit revenue growth rates (EOSE, BE, VRT, etc.)
  • Some companies recorded high EPS growth rates (NVT, ENS, HAYW, etc.)
Where companies diverge: Variations in company revenue growth rates: some companies experienced double-digit growth, while others saw negative growth · Variations in company EPS growth rates: a mix of high-growth companies and those with negative growth

AI synthesis of disclosed results and analyst research across these companies — not investment advice.

Companies — latest quarter

CompanyPeriodRevenueRev YoYEPSEPS YoYSurprise
VRTVertiv Holdings CoFY2026 Q2$3.27B+24.1%$1.27+53.0%—
BEBloom Energy CorpFY2026 Q1$746.4M+133.8%$0.23——
006400SAMSUNG SDI CO.,LTDFY2026 Q2₩3.77T+18.5%₩4348.00——
NVTnVent Electric plcFY2026 Q2$1.47B+52.8%$1.32+97.0%—
HUBBHUBBELL INCFY2026 Q1$1.52B+11.1%$3.41+8.3%—
010120LS ELECTRIC CO., LTDFY2026 Q1₩1.38T+33.4%₩4052.00+72.2%—
003670POSCO FUTURE M CO., LTD.FY2025 Q4₩557.57B—₩-1452.00——
AEISADVANCED ENERGY INDUSTRIES INCFY2026 Q2$574.1M+30.0%$1.28+91.0%—
AYIACUITY INC. (DE)FY2026 Q3$1.2B+1.6%$4.56+46.2%—
247540ECOPRO BM CO.,LTD.FY2025 Q3₩625.06B—₩235.00——
006260LS Corp.FY2026 Q2₩11.02T+40.3%₩6850.00+87.6%—
POWLPOWELL INDUSTRIES INCFY2026 Q3$311.74M+8.9%$1.42-64.1%—
ENSEnerSysFY2020 Q3$58.83M+26.8%$0.64-42.9%—
062040SANIL ELECTRIC CO., LTDFY2026 Q2₩164.18B+28.0%₩1755.00+40.9%—
001440Taihan Cable & Solution Co., Ltd.FY2026 Q2₩1.2T+30.8%₩-464.00——
066970L&F CO.,LTDFY2026 Q2₩885.04B+70.2%₩437.00——
ATKRAtkore Inc.FY2026 Q3$794.8M+8.1%$0.02-98.4%—
PLUGPLUG POWER INCFY2026 Q2$178.3M+2.5%$-0.14——
103590ILJIN ELECTRIC CO.,LTDFY2026 Q2₩637.38B+21.9%₩1045.00+89.7%—
HAYWHayward Holdings, Inc.FY2026 Q1$255.22M+11.5%$0.11+83.3%—

YoY = vs. the same quarter last year · Surprise = EPS actual vs. consensus. Latest reported quarter per company, from disclosed earnings filings. QoQ is omitted because quarterly filings don’t break out Q4 (US) and report cumulatively (KR).

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