20-quarter listed-company comparison

Electrical Equipment & Parts Stocks

Electrical Equipment & Parts: Acuity Inc. owns the largest revenue base; Amprius Technologies, Inc. has the fastest current growth.

01 · the industry itself · before any single company

How has Electrical Equipment & Parts moved against S&P 500?

The line below covers up to 5.2 years and opens on the 5Y view; the buttons cut it shorter. Over the most recent two of them this industry is 166% ahead of S&P 500. Earnings across its companies grew 17% on average over the last four reported quarters.

ASLEEP · 1y +61.1%✓Price and the fundamentals both up6 of 26 companies ahead of S&P 500 by 5% or more over three months1 is 20% or more behind over a year while earnings grew 20% or more

RS — · 16/25 >200d (+0) · 6/26 lead (+0) · EPS 18/25↑

Electrical Equipment & Parts, equal-weighted, based at 200 S&P 500, same base, same start trailing 12-month earnings per share rising falling

Both lines start at 200 in the same week, so the distance between them is the whole story: the industry line is an equal-weighted index of its 26 companies. The bars underneath are trailing 12-month earnings per share, one bar per reported quarter, each member rebased to 100 at the start and the industry taking the median — so a price line pulling away from flat bars is a re-rating, not earnings. A bar turns red when that figure is lower than the quarter before. Rules are fixed and applied identically everywhere on this site: ahead by 5% or more over three months, or behind by 20% or more over a year while earnings grew 20% or more. Hover any point to read both values and the gap. This is a description of what the numbers did, not advice.

02 · sector relative strength, before individual stocks

Is Electrical Equipment & Parts outperforming S&P 500?

Electrical Equipment & Parts has outperformed S&P 500 by 48.7% over the last 52 weeks. Over 13 weeks the gap is a shortfall of 10%. 11 of 26 covered companies currently beat the S&P 500 on Mansfield relative strength, so leadership inside the sector is selective. FuelCell Energy, Inc. is the strongest against the sector itself at +81.3%.

-10.0%Sector vs S&P 500 · 13 weeks

+48.7%Sector vs S&P 500 · 52 weeks

11/26Stocks leading S&P 500

11/26Stocks leading sector

Sector metric: — as of latest available · unclassified · direction unavailable.

The central tension: the companies with the most scale are not necessarily the companies creating the most change.

Start with scale. Then earnings trajectory. Then business quality. Only after those three agree should price leadership carry much weight.

Bottom line

Electrical Equipment & Parts has outperformed S&P 500 by 48.7% over 52 weeks and 10% over 13 weeks. 11 of 26 covered companies beat the S&P 500 on Mansfield relative strength, while 11 of 26 beat the sector itself. Acuity Inc. leads with revenue of $4,607 million, based on 17 of 30 comparable companies through Jun 2026.

Companies

complete canonical membership

Combined market value

$331.2B

Vertiv Holdings Co

Revenue growing

12/15

positive TTM year-on-year growth

Beating S&P 500

11/26

positive Mansfield relative strength

Comparing 5 of 30

03 · research priority, made explicit

4-Factor Sector Score

An additive sector-relative research score. The four displayed point contributions always equal the total: Growth & earnings (35), Capital efficiency (25), Valuation (20), and Relative strength (20). Missing or stale evidence is absorbed inside the affected factor, never applied as a hidden adjustment.

Growth & earnings · 35%Capital efficiency · 25%Valuation · 20%Relative strength · 20%

Advanced Energy Industries, Inc. has the strongest current balance of earnings trajectory, business quality, valuation and price confirmation, with 81.1% evidence confidence.

EnerSys looks inexpensive relative to peers or its own history, but its earnings trajectory has not yet earned the valuation signal.

FuelCell Energy, Inc. has stronger price confirmation than earnings confirmation; that is a research prompt, not permission to chase.

How this score is built, and what the marks mean

Missing observations are not scored as bad. Their missing weight lowers confidence and pulls the final score toward neutral. PEG is not shown when the ratio cannot mean anything: the company must be making a profit, its price-to-earnings must be positive, and its three-year earnings growth must fall between 5% and 60%. Dividing a price multiple by a loss, or by growth measured off a tiny base, produces a number that looks precise and tells you nothing. Under relative strength, one mark per week shows the last 12 weeks: a mark is filled where the company led S&P 500 by 5% or more over the 13 weeks ending that week, which is the same test used everywhere on this site. Price stage places the company on the same six-step curve the sector itself is placed on — basing, turning, breaking out, leader, fading, asleep — read from how many weeks running it has led S&P 500 and whether that lead is widening or shrinking. It describes where the PRICE stands, not the earnings trajectory and not a recommendation, and it is left blank for a company whose weekly history is too short or too stale to read.

Company	Score	Price stage	Growth & earnings/35	Capital efficiency/25	Valuation/20	Relative strength/20
1Advanced Energy Industries, Inc.AEIS	66.9/100Favorable setup81% evidence	ASLEEP	26.6/35 Revenue 22.2% · PAT 100% · OPM change 5.8 pp 83% evidence	13.6/25 ROCE 3.8% · OPM 13.4% 76% evidence	11.8/20 P/E 67.9× · PEG 0.94 65% evidence	14.9/20 RS sector 13% · RS bench 16.3% · 1Y 126.4%1 of 12 weeks ahead 100% evidence
Exact sum: 26.6 + 13.6 + 11.8 + 14.9 = 66.9 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
2Espey Mfg. & Electronics Corp.ESP	63.3/100Mixed-positive evidence75% evidence	ASLEEP	19.3/35 Revenue -8.7% · PAT 37.5% · OPM change 9.1 pp 83% evidence	16.1/25 ROCE 5.8% · OPM 26.1% 76% evidence	16.0/20 P/E 14.5× · PEG 0.34 65% evidence	11.9/20 RS sector 0.4% · RS bench 5% · 1Y 42.1%0 of 12 weeks ahead 70% evidence
Exact sum: 19.3 + 16.1 + 16 + 11.9 = 63.3 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
3Preformed Line Products CompanyPLPC	61.3/100Thin evidence · provisional58% evidence	TURNING	18.2/35 Revenue — · PAT — · OPM change -1 pp 45% evidence	14.4/25 ROCE 5.2% · OPM 7.8% 76% evidence	9.8/20 P/E 46.2× · PEG — 15% evidence	18.9/20 RS sector 37% · RS bench 41.6% · 1Y 166.2%8 of 12 weeks ahead 100% evidence
Exact sum: 18.2 + 14.4 + 9.8 + 18.9 = 61.3 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
4nVent Electric plcNVT	59.6/100Thin evidence · provisional58% evidence	FADING	18.9/35 Revenue — · PAT — · OPM change -0.3 pp 45% evidence	15.0/25 ROCE 5.1% · OPM 15.8% 76% evidence	9.6/20 P/E 46.3× · PEG — 15% evidence	16.1/20 RS sector 14.8% · RS bench 19.1% · 1Y 82.9%9 of 12 weeks ahead 100% evidence
Exact sum: 18.9 + 15 + 9.6 + 16.1 = 59.6 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
5Acuity Inc.AYI	58.5/100Mixed-positive evidence85% evidence	BREAKING OUT	20.4/35 Revenue 10.5% · PAT 17.7% · OPM change 4.2 pp 95% evidence	15.4/25 ROCE 5% · OPM 16.1% 76% evidence	12.1/20 P/E 20.2× · PEG 1.07 65% evidence	10.6/20 RS sector -9.5% · RS bench -3.6% · 1Y 13.5%7 of 12 weeks ahead 100% evidence
Exact sum: 20.4 + 15.4 + 12.1 + 10.6 = 58.5 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
6Atkore Inc.ATKR	58.1/100Mixed-positive evidence64% evidence	TURNING	19.6/35 Revenue -3.4% · PAT -162.5% · OPM change 8.8 pp 62% evidence	9.7/25 ROCE 0.5% · OPM 1.4% 76% evidence	10.2/20 P/E 22.8× · PEG — 15% evidence	18.6/20 RS sector 17.7% · RS bench 23.5% · 1Y 70.1%7 of 12 weeks ahead 100% evidence
Exact sum: 19.6 + 9.7 + 10.2 + 18.6 = 58.1 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
7Vertiv Holdings CoVRT	57.4/100Thin evidence · provisional58% evidence	ASLEEP	19.1/35 Revenue — · PAT — · OPM change 2.3 pp 45% evidence	16.4/25 ROCE 8.3% · OPM 16.6% 76% evidence	9.1/20 P/E 75.8× · PEG — 15% evidence	12.8/20 RS sector 5.1% · RS bench 7.8% · 1Y 92.9%5 of 12 weeks ahead 100% evidence
Exact sum: 19.1 + 16.4 + 9.1 + 12.8 = 57.4 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
8Bloom Energy CorporationBE	56.7/100Thin evidence · provisional58% evidence	FADING	22.4/35 Revenue — · PAT — · OPM change 15.4 pp 45% evidence	12.3/25 ROCE 5.5% · OPM 9.6% 76% evidence	8.5/20 P/E 403.6× · PEG — 15% evidence	13.5/20 RS sector 31.4% · RS bench 31.8% · 1Y 519.9%8 of 12 weeks ahead 100% evidence
Exact sum: 22.4 + 12.3 + 8.5 + 13.5 = 56.7 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
9Hayward Holdings, Inc.HAYW	51.9/100Thin evidence · provisional58% evidence	TURNING	18.0/35 Revenue — · PAT — · OPM change 2 pp 45% evidence	14.1/25 ROCE 2.7% · OPM 16.6% 76% evidence	10.7/20 P/E 22.3× · PEG — 15% evidence	9.1/20 RS sector -12% · RS bench -6.4% · 1Y 6%3 of 12 weeks ahead 100% evidence
Exact sum: 18 + 14.1 + 10.7 + 9.1 = 51.9 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
10EnerSysENS	51.4/100Mixed-positive evidence81% evidence	ASLEEP	10.5/35 Revenue 3.7% · PAT -19.8% · OPM change -1 pp 83% evidence	14.2/25 ROCE 3.9% · OPM 12.5% 76% evidence	14.6/20 P/E 22.6× · PEG 0.49 65% evidence	12.1/20 RS sector 2.6% · RS bench 5.6% · 1Y 102.6%6 of 12 weeks ahead 100% evidence
Exact sum: 10.5 + 14.2 + 14.6 + 12.1 = 51.4 · Decision use: Cheap but unconfirmed: require improving earnings before treating the valuation as an opportunity.
11Hubbell IncorporatedHUBB	51.2/100Thin evidence · provisional58% evidence	ASLEEP	15.7/35 Revenue — · PAT — · OPM change 0.5 pp 45% evidence	15.6/25 ROCE 4.6% · OPM 17.4% 76% evidence	10.1/20 P/E 31× · PEG — 15% evidence	9.8/20 RS sector -9.3% · RS bench -4.4% · 1Y 20%0 of 12 weeks ahead 100% evidence
Exact sum: 15.7 + 15.6 + 10.1 + 9.8 = 51.2 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
12Electrovaya Inc.ELVA	50.9/100Mixed-positive evidence75% evidence	ASLEEP	20.6/35 Revenue 50% · PAT 100% · OPM change 2.8 pp 83% evidence	11.1/25 ROCE 3.3% · OPM 12.1% 76% evidence	6.5/20 P/E 71.1× · PEG 2.27 65% evidence	12.7/20 RS sector 1.8% · RS bench 5.2% · 1Y 98.9%7 of 12 weeks ahead 70% evidence
Exact sum: 20.6 + 11.1 + 6.5 + 12.7 = 50.9 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
13Energizer Holdings, Inc.ENR	48.1/100Mixed-negative evidence65% evidence	TURNING	18.8/35 Revenue 2.7% · PAT 100% · OPM change 1.5 pp 83% evidence	12.0/25 ROCE 2.4% · OPM 13.5% 76% evidence	11.3/20 P/E 6× · PEG — 15% evidence	6.0/20 RS sector -17% · RS bench -10.6% · 1Y -25%5 of 12 weeks ahead 70% evidence
Exact sum: 18.8 + 12 + 11.3 + 6 = 48.1 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
14Kimball Electronics, Inc.KE	47.3/100Mixed-negative evidence75% evidence	ASLEEP	15.5/35 Revenue -6.3% · PAT 50% · OPM change 0.2 pp 83% evidence	11.0/25 ROCE 1.6% · OPM 3.3% 76% evidence	14.4/20 P/E 22.8× · PEG 0.49 65% evidence	6.4/20 RS sector -15.5% · RS bench -9.9% · 1Y 36.3%0 of 12 weeks ahead 70% evidence
Exact sum: 15.5 + 11 + 14.4 + 6.4 = 47.3 · Decision use: Cheap but unconfirmed: require improving earnings before treating the valuation as an opportunity.
15FuelCell Energy, Inc.FCEL	46.2/100Mixed-negative evidence64% evidence	LEADER	11.5/35 Revenue 31% · PAT — · OPM change -123.2 pp 71% evidence	4.7/25 ROCE -8.9% · OPM -218.9% 76% evidence	10.0/20 P/E — · PEG — 0% evidence	20.0/20 RS sector 81.3% · RS bench 83.2% · 1Y 426.9%12 of 12 weeks ahead 100% evidence
Exact sum: 11.5 + 4.7 + 10 + 20 = 46.2 · Decision use: Price leads the evidence: RS versus the benchmark is 83.2%, but earnings trajectory is weak. Wait for revenue and profit confirmation.
16Eos Energy Enterprises, Inc.EOSE	43.6/100Mixed-negative evidence64% evidence	ASLEEP	26.1/35 Revenue 100% · PAT — · OPM change 367 pp 62% evidence	4.7/25 ROCE -18.7% · OPM -139.2% 76% evidence	11.2/20 P/E 6.3× · PEG — 15% evidence	1.6/20 RS sector -61.8% · RS bench -59.5% · 1Y -31.7%4 of 12 weeks ahead 100% evidence
Exact sum: 26.1 + 4.7 + 11.2 + 1.6 = 43.6 · Decision use: Acceleration candidate, not a confirmed leader: earnings are strong but sector-relative strength is -61.8% and the one-year return is -31.7%. Do not upgrade until sector-relative strength is above zero and another reported period confirms growth.
17Powell Industries, Inc.POWL	43.0/100Mixed-negative evidence81% evidence	ASLEEP	9.3/35 Revenue 4.5% · PAT 7.5% · OPM change -1.7 pp 83% evidence	17.0/25 ROCE 8.9% · OPM 19.4% 76% evidence	4.9/20 P/E 35.3× · PEG 4.52 65% evidence	11.8/20 RS sector 9.2% · RS bench 10.8% · 1Y 160.1%7 of 12 weeks ahead 100% evidence
Exact sum: 9.3 + 17 + 4.9 + 11.8 = 43 · Decision use: Strong business, demanding price: keep it on the quality list, but require either earnings upgrades or valuation compression.
18Amprius Technologies, Inc.AMPX	42.8/100Mixed-negative evidence61% evidence	ASLEEP	24.6/35 Revenue 100% · PAT — · OPM change 62.3 pp 62% evidence	5.9/25 ROCE -6.1% · OPM -23.4% 76% evidence	10.0/20 P/E — · PEG — 0% evidence	2.3/20 RS sector -26.1% · RS bench -23.8% · 1Y 34.1%3 of 12 weeks ahead 100% evidence
Exact sum: 24.6 + 5.9 + 10 + 2.3 = 42.8 · Decision use: Acceleration candidate, not a confirmed leader: earnings are strong but sector-relative strength is -26.1% and the one-year return is 34.1%. Do not upgrade until sector-relative strength is above zero and another reported period confirms growth.
19T1 Energy Inc.TE	41.7/100Thin evidence · provisional53% evidence	FADING	19.0/35 Revenue — · PAT — · OPM change 35.2 pp 39% evidence	7.8/25 ROCE -2.5% · OPM -12.7% 76% evidence	10.0/20 P/E — · PEG — 0% evidence	4.9/20 RS sector -11.9% · RS bench -11% · 1Y 324.2%8 of 12 weeks ahead 100% evidence
Exact sum: 19 + 7.8 + 10 + 4.9 = 41.7 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
20Plug Power Inc.PLUG	39.0/100Mixed-negative evidence61% evidence	ASLEEP	19.9/35 Revenue 15.3% · PAT — · OPM change 66.5 pp 62% evidence	6.1/25 ROCE -4.7% · OPM -67% 76% evidence	10.0/20 P/E — · PEG — 0% evidence	3.0/20 RS sector -23.6% · RS bench -20.7% · 1Y 43%5 of 12 weeks ahead 100% evidence
Exact sum: 19.9 + 6.1 + 10 + 3 = 39 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
21SKYX Platforms Corp.SKYX	35.0/100Thin evidence · provisional55% evidence	ASLEEP	15.8/35 Revenue 8.1% · PAT — · OPM change 1.4 pp 62% evidence	4.7/25 ROCE -17.9% · OPM -36.9% 76% evidence	10.0/20 P/E — · PEG — 0% evidence	4.5/20 RS sector -37.7% · RS bench -34% · 1Y -1.7%1 of 12 weeks ahead 70% evidence
Exact sum: 15.8 + 4.7 + 10 + 4.5 = 35 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
22GrafTech International Ltd.EAF	30.6/100Thin evidence · provisional58% evidence	BASING	10.2/35 Revenue 0.6% · PAT — · OPM change -8.2 pp 62% evidence	7.3/25 ROCE -3.2% · OPM -24.5% 76% evidence	9.0/20 P/E 76.6× · PEG — 15% evidence	4.1/20 RS sector -41% · RS bench -36.8% · 1Y -39.5%5 of 12 weeks ahead 70% evidence
Exact sum: 10.2 + 7.3 + 9 + 4.1 = 30.6 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
23Arxis, Inc.ARXS	47.7/100Thin evidence · provisional27% evidence	TURNING	17.3/35 Revenue — · PAT — · OPM change 3.6 pp 13% evidence	11.6/25 ROCE 1% · OPM 24.2% 76% evidence	8.8/20 P/E 150.5× · PEG — 15% evidence	10.0/20 RS sector — · RS bench — · 1Y —4 of 4 weeks ahead 0% evidence
Exact sum: 17.3 + 11.6 + 8.8 + 10 = 47.7 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
24Forgent Power Solutions, Inc.FPS	46.0/100Thin evidence · provisional38% evidence	ASLEEP	16.0/35 Revenue — · PAT — · OPM change -1.6 pp 45% evidence	11.3/25 ROCE 2.9% · OPM 10.4% 76% evidence	8.7/20 P/E 250.3× · PEG — 15% evidence	10.0/20 RS sector — · RS bench — · 1Y —9 of 12 weeks ahead 0% evidence
Exact sum: 16 + 11.3 + 8.7 + 10 = 46 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
25Ballard Power Systems Inc.BLDP	42.2/100Thin evidence · provisional49% evidence	ASLEEP	20.2/35 Revenue — · PAT — · OPM change 118.5 pp 45% evidence	6.5/25 ROCE -2.7% · OPM -70.3% 76% evidence	10.0/20 P/E — · PEG — 0% evidence	5.5/20 RS sector -20.5% · RS bench -17.8% · 1Y 52.2%7 of 12 weeks ahead 70% evidence
Exact sum: 20.2 + 6.5 + 10 + 5.5 = 42.2 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
26X-Energy, Inc.XE	42.0/100Thin evidence · provisional28% evidence	ASLEEP	17.5/35 Revenue — · PAT — · OPM change -25.8 pp 26% evidence	4.5/25 ROCE -11.9% · OPM -152.2% 76% evidence	10.0/20 P/E — · PEG — 0% evidence	10.0/20 RS sector — · RS bench — · 1Y —0 of 2 weeks ahead 0% evidence
Exact sum: 17.5 + 4.5 + 10 + 10 = 42 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
27ADS-TEC Energy PLCADSE	41.6/100Thin evidence · provisional32% evidence	TURNING	16.0/35 Revenue — · PAT — · OPM change — 9% evidence	7.3/25 ROCE -30.3% · OPM — 46% evidence	11.5/20 P/E 0.1× · PEG — 15% evidence	6.8/20 RS sector -13% · RS bench -7.8% · 1Y 2.3%1 of 12 weeks ahead 70% evidence
Exact sum: 16 + 7.3 + 11.5 + 6.8 = 41.6 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
28Factorial Energy Inc.FAC	41.3/100Thin evidence · provisional18% evidence	ASLEEP	16.1/35 Revenue — · PAT — · OPM change — 8% evidence	5.2/25 ROCE -34.9% · OPM — 61% evidence	10.0/20 P/E — · PEG — 0% evidence	10.0/20 RS sector — · RS bench — · 1Y -41.2%4 of 12 weeks ahead 0% evidence
Exact sum: 16.1 + 5.2 + 10 + 10 = 41.3 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
29Lightbridge CorporationLTBR	41.2/100Thin evidence · provisional41% evidence	ASLEEP	20.2/35 Revenue — · PAT — · OPM change — 33% evidence	7.3/25 ROCE -5.6% · OPM — 61% evidence	10.0/20 P/E — · PEG — 0% evidence	3.7/20 RS sector -47.7% · RS bench -43.7% · 1Y -35.1%0 of 12 weeks ahead 70% evidence
Exact sum: 20.2 + 7.3 + 10 + 3.7 = 41.2 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
30Enovix CorporationENVX	39.8/100Thin evidence · provisional49% evidence	ASLEEP	21.1/35 Revenue — · PAT — · OPM change 8 pp 45% evidence	5.3/25 ROCE -7.2% · OPM -577.6% 76% evidence	10.0/20 P/E — · PEG — 0% evidence	3.4/20 RS sector -51.4% · RS bench -47.5% · 1Y -59.2%4 of 12 weeks ahead 70% evidence
Exact sum: 21.1 + 5.3 + 10 + 3.4 = 39.8 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.

Showing 10 of 30 companies

04 · what price has already done

Market action

Bloom Energy Corporation has the strongest one-year price move in Electrical Equipment & Parts at +519.9%. FuelCell Energy, Inc. leads on Mansfield relative strength against the S&P 500 at +83.2%. 11 of 26 covered companies are above zero on that measure. Every line covers 314 weekly closes through 2026-08-04.

Price and relative strength

Every company, the sector's own index and S&P 500 all start level on the left edge of the window, so only the distance between the lines counts — the highest line has risen the most since then, and the chart at the top of this page is drawn the same way. It opens on one year; the buttons beside it stretch that to three or five.

05 · compare level, then change

Revenue Scale & Growth Durability

Acuity Inc. has the highest Revenue among the 30 Electrical Equipment & Parts companies compared here, at $4,607 million. EnerSys is next at $3,751 million. Amprius Technologies, Inc. has the highest Revenue growth at the 100% top of the scoring scale, so level and change sit with different companies. Its Revenue series carries 20 reported observations across the 20-quarter window.

What the numbers say: Acuity Inc. is the scale leader at $4,607 million, 22.8% ahead of EnerSys. Amprius Technologies, Inc.'s growth is stored at the ≥100% scoring cap; the uncapped TTM change is 172.7% from a $90 million base, with 19 reported observations in the 20-quarter window. Treat the growth leader as an acceleration candidate, not as equally proven scale.

LeaderAcuity Inc. · $4,607 million

Gap22.8% versus #2 · EnerSys

Persistence8/8 recent comparable periods

Coverage17/30 companies · 458 observations

Investor read: Acuity Inc. is the scale benchmark; Amprius Technologies, Inc. is the acceleration watch. Promote the challenger only if growth persists and converts into margin and returns.

This conclusion weakens if: Acuity Inc.'s growth falls below Amprius Technologies, Inc.'s for two consecutive comparable reports while operating margin also compresses.

Revenue is compared on a common reported-currency basis. Growth is year-on-year, so seasonality does not masquerade as progress.

Revenuelargest

1Acuity Inc. AYI$4.6B

2EnerSys ENS$3.8B

3Energizer Holdings, Inc. ENR$3.0B

4Atkore Inc. ATKR$2.9B

5Advanced Energy Industries, Inc. AEIS$1.9B

Revenue growthfastest growers

1Amprius Technologies, Inc. AMPX100%

2Eos Energy Enterprises, Inc. EOSE100%

3Electrovaya Inc. ELVA50%

4FuelCell Energy, Inc. FCEL31%

5Advanced Energy Industries, Inc. AEIS22%

Revenue · company comparison

17/30 level · 15/30 change

On every company-comparison chart on this page: solid lines show level, dotted lines show change when “Both” is selected, and a missing report breaks the line rather than being invented.

All-company data · latest reported quarter

In every all-company table on this page, each figure is the company’s latest single reported quarter. The rankings above them use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

Company	Revenue	Revenue growth	Reported
Vertiv Holdings Co VRT	$2.7B	30%	Jun 2026
Hubbell Incorporated HUBB	$1.5B	11%	Jun 2026
nVent Electric plc NVT	$1.2B	54%	Jun 2026
Acuity Inc. AYI	$1.2B	1.6%	Jun 2026
EnerSys ENS	$988M	1.3%	Mar 2026
Bloom Energy Corporation BE	$751M	130%	Jun 2026
Atkore Inc. ATKR	$731M	4.1%	Mar 2026
Energizer Holdings, Inc. ENR	$643M	-3.0%	Mar 2026
Advanced Energy Industries, Inc. AEIS	$511M	26%	Mar 2026
Arxis, Inc. ARXS	$459M	21%	Jun 2026
Forgent Power Solutions, Inc. FPS	$379M	104%	Mar 2026
Kimball Electronics, Inc. KE	$353M	-5.9%	Mar 2026
Powell Industries, Inc. POWL	$297M	6.5%	Mar 2026
Hayward Holdings, Inc. HAYW	$255M	11%	Jun 2026
T1 Energy Inc. TE	$178M	236%	Mar 2026
Preformed Line Products Company PLPC	$176M	18%	Jun 2026
Plug Power Inc. PLUG	$164M	22%	Mar 2026
GrafTech International Ltd. EAF	$125M	12%	Mar 2026
Eos Energy Enterprises, Inc. EOSE	$57M	470%	Mar 2026
X-Energy, Inc. XE	$43M	105%	Mar 2026
FuelCell Energy, Inc. FCEL	$36M	-2.7%	Jun 2026
Amprius Technologies, Inc. AMPX	$29M	164%	Mar 2026
SKYX Platforms Corp. SKYX	$22M	10%	Mar 2026
Ballard Power Systems Inc. BLDP	$19M	27%	Jun 2026
Electrovaya Inc. ELVA	$18M	20%	Mar 2026
ADS-TEC Energy PLC ADSE	$17M	-45%	Dec 2025
Espey Mfg. & Electronics Corp. ESP	$11M	10%	Mar 2026
Enovix Corporation ENVX	$8M	14%	Jun 2026

Full 20-quarter history · every available company

Revenue · reported quarter history

Showing the 12 largest of 28 companies with a series here. The remaining 16 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Acuity Inc. · AYI

Sep 2021$993M

Dec 2021$926M

Mar 2022$909M

Jun 2022$1.1B

Sep 2022$1.1B

Dec 2022$998M

Mar 2023$944M

Jun 2023$1.0B

Sep 2023$1.0B

Dec 2023$935M

Mar 2024$906M

Jun 2024$968M

Sep 2024$1.0B

Dec 2024$952M

Mar 2025$1.0B

Jun 2025$1.2B

Sep 2025$1.2B

Dec 2025$1.1B

Mar 2026$1.1B

Jun 2026$1.2B

Advanced Energy Industries, Inc. · AEIS

Sep 2021$346M

Dec 2021$397M

Mar 2022$397M

Jun 2022$441M

Sep 2022$516M

Dec 2022$491M

Mar 2023$425M

Jun 2023$416M

Sep 2023$410M

Dec 2023$405M

Mar 2024$328M

Jun 2024$365M

Sep 2024$374M

Dec 2024$415M

Mar 2025$405M

Jun 2025$442M

Sep 2025$463M

Dec 2025$489M

Mar 2026$511M

Jun 2026—

Arxis, Inc. · ARXS

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025$380M

Jun 2025—

Sep 2025—

Dec 2025—

Mar 2026$459M

Jun 2026—

Bloom Energy Corporation · BE

Sep 2021$207M

Dec 2021$342M

Mar 2022$201M

Jun 2022$243M

Sep 2022$292M

Dec 2022$463M

Mar 2023$275M

Jun 2023$301M

Sep 2023$400M

Dec 2023$357M

Mar 2024$235M

Jun 2024$336M

Sep 2024$330M

Dec 2024$572M

Mar 2025$326M

Jun 2025$401M

Sep 2025$519M

Dec 2025$778M

Mar 2026$751M

Jun 2026—

EnerSys · ENS

Sep 2021$815M

Dec 2021$791M

Mar 2022$844M

Jun 2022—

Sep 2022$899M

Dec 2022$899M

Mar 2023$920M

Jun 2023—

Sep 2023$909M

Dec 2023$901M

Mar 2024$911M

Jun 2024$853M

Sep 2024$884M

Dec 2024$906M

Mar 2025$975M

Jun 2025$893M

Sep 2025$951M

Dec 2025$919M

Mar 2026$988M

Jun 2026—

Forgent Power Solutions, Inc. · FPS

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024$154M

Dec 2024$175M

Mar 2025$186M

Jun 2025$238M

Sep 2025$283M

Dec 2025$296M

Mar 2026$379M

Jun 2026—

Hayward Holdings, Inc. · HAYW

Sep 2021$364M

Dec 2021$351M

Mar 2022—

Jun 2022$410M

Sep 2022$399M

Dec 2022$245M

Mar 2023—

Jun 2023$210M

Sep 2023$284M

Dec 2023$278M

Mar 2024$213M

Jun 2024$284M

Sep 2024$228M

Dec 2024$327M

Mar 2025$229M

Jun 2025$300M

Sep 2025$244M

Dec 2025$349M

Mar 2026$255M

Jun 2026—

Hubbell Incorporated · HUBB

Sep 2021$1.1B

Dec 2021$1.1B

Mar 2022$1.2B

Jun 2022$1.3B

Sep 2022$1.3B

Dec 2022$1.2B

Mar 2023$1.3B

Jun 2023$1.4B

Sep 2023$1.4B

Dec 2023$1.3B

Mar 2024$1.4B

Jun 2024$1.5B

Sep 2024$1.4B

Dec 2024$1.3B

Mar 2025$1.4B

Jun 2025$1.5B

Sep 2025$1.5B

Dec 2025$1.5B

Mar 2026$1.5B

Jun 2026—

nVent Electric plc · NVT

Sep 2021$643M

Dec 2021$669M

Mar 2022$695M

Jun 2022$728M

Sep 2022$745M

Dec 2022$742M

Mar 2023$741M

Jun 2023$803M

Sep 2023$715M

Dec 2023$691M

Mar 2024$732M

Jun 2024$740M

Sep 2024$782M

Dec 2024$752M

Mar 2025$809M

Jun 2025$963M

Sep 2025$1.1B

Dec 2025$1.1B

Mar 2026$1.2B

Jun 2026—

Powell Industries, Inc. · POWL

Sep 2021$129M

Dec 2021$107M

Mar 2022$128M

Jun 2022$135M

Sep 2022$163M

Dec 2022$127M

Mar 2023$171M

Jun 2023$192M

Sep 2023$209M

Dec 2023$194M

Mar 2024$255M

Jun 2024$288M

Sep 2024$275M

Dec 2024$241M

Mar 2025$279M

Jun 2025$286M

Sep 2025$298M

Dec 2025$251M

Mar 2026$297M

Jun 2026—

Vertiv Holdings Co · VRT

Sep 2021$1.2B

Dec 2021$1.4B

Mar 2022$1.2B

Jun 2022$1.4B

Sep 2022$1.5B

Dec 2022$1.7B

Mar 2023$1.5B

Jun 2023$1.7B

Sep 2023$1.7B

Dec 2023$1.9B

Mar 2024$1.6B

Jun 2024$2.0B

Sep 2024$2.1B

Dec 2024$2.3B

Mar 2025$2.0B

Jun 2025$2.6B

Sep 2025$2.7B

Dec 2025$2.9B

Mar 2026$2.7B

Jun 2026—

X-Energy, Inc. · XE

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024$34M

Mar 2025$21M

Jun 2025—

Sep 2025—

Dec 2025$36M

Mar 2026$43M

Jun 2026—

Revenue growth · reported quarter history

Showing the 12 largest of 28 companies with a series here. The remaining 16 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Acuity Inc. · AYI

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 202212%

Dec 20227.8%

Mar 20233.9%

Jun 2023-5.8%

Sep 2023-9.1%

Dec 2023-6.3%

Mar 2024-4.0%

Jun 2024-3.2%

Sep 20242.2%

Dec 20241.8%

Mar 202511%

Jun 202522%

Sep 202517%

Dec 202520%

Mar 20265.0%

Jun 20261.6%

Advanced Energy Industries, Inc. · AEIS

Sep 2021—

Dec 2021—

Mar 2022—

Jun 202222%

Sep 202249%

Dec 202224%

Mar 20237.1%

Jun 2023-5.7%

Sep 2023-21%

Dec 2023-18%

Mar 2024-23%

Jun 2024-12%

Sep 2024-8.8%

Dec 20242.5%

Mar 202523%

Jun 202521%

Sep 202524%

Dec 202518%

Mar 202626%

Jun 2026—

Arxis, Inc. · ARXS

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 2025—

Sep 2025—

Dec 2025—

Mar 202621%

Jun 2026—

Bloom Energy Corporation · BE

Sep 2021—

Dec 2021—

Mar 2022—

Jun 20226.6%

Sep 202241%

Dec 202235%

Mar 202337%

Jun 202324%

Sep 202337%

Dec 2023-23%

Mar 2024-15%

Jun 202412%

Sep 2024-18%

Dec 202460%

Mar 202539%

Jun 202519%

Sep 202557%

Dec 202536%

Mar 2026130%

Jun 2026—

EnerSys · ENS

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 202210%

Dec 202214%

Mar 20239.0%

Jun 2023—

Sep 20231.1%

Dec 20230.2%

Mar 2024-1.0%

Jun 2024—

Sep 2024-2.8%

Dec 20240.6%

Mar 20257.0%

Jun 20254.7%

Sep 20257.6%

Dec 20251.4%

Mar 20261.3%

Jun 2026—

Forgent Power Solutions, Inc. · FPS

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 2025—

Sep 202584%

Dec 202569%

Mar 2026104%

Jun 2026—

Hayward Holdings, Inc. · HAYW

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 20229.6%

Dec 2022-30%

Mar 2023—

Jun 2023-49%

Sep 2023-29%

Dec 202313%

Mar 2024—

Jun 202435%

Sep 2024-20%

Dec 202418%

Mar 20257.5%

Jun 20255.6%

Sep 20257.0%

Dec 20256.7%

Mar 202611%

Jun 2026—

Hubbell Incorporated · HUBB

Sep 2021—

Dec 2021—

Mar 2022—

Jun 202219%

Sep 202222%

Dec 202211%

Mar 202311%

Jun 20238.8%

Sep 20234.6%

Dec 202310%

Mar 20248.9%

Jun 20246.4%

Sep 20244.9%

Dec 2024-0.9%

Mar 2025-2.4%

Jun 20252.1%

Sep 20254.1%

Dec 202512%

Mar 202611%

Jun 2026—

nVent Electric plc · NVT

Sep 2021—

Dec 2021—

Mar 2022—

Jun 202221%

Sep 202216%

Dec 202211%

Mar 20236.6%

Jun 202310%

Sep 2023-4.0%

Dec 2023-6.9%

Mar 2024-1.2%

Jun 2024-7.9%

Sep 20249.4%

Dec 20248.8%

Mar 202511%

Jun 202530%

Sep 202535%

Dec 202542%

Mar 202654%

Jun 2026—

Powell Industries, Inc. · POWL

Sep 2021—

Dec 2021—

Mar 2022—

Jun 202216%

Sep 202226%

Dec 202219%

Mar 202334%

Jun 202342%

Sep 202328%

Dec 202353%

Mar 202449%

Jun 202450%

Sep 202432%

Dec 202424%

Mar 20259.4%

Jun 2025-0.7%

Sep 20258.4%

Dec 20254.2%

Mar 20266.5%

Jun 2026—

Vertiv Holdings Co · VRT

Sep 2021—

Dec 2021—

Mar 2022—

Jun 202211%

Sep 202221%

Dec 202217%

Mar 202332%

Jun 202324%

Sep 202318%

Dec 202313%

Mar 20247.8%

Jun 202413%

Sep 202419%

Dec 202426%

Mar 202524%

Jun 202535%

Sep 202529%

Dec 202523%

Mar 202630%

Jun 2026—

X-Energy, Inc. · XE

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 2025—

Sep 2025—

Dec 20255.9%

Mar 2026105%

Jun 2026—

06 · compare level, then change

Operating Economics & Margin Trend

Espey Mfg. & Electronics Corp. has the highest OPM among the 30 Electrical Equipment & Parts companies compared here, at 26.1%. Arxis, Inc. is next at 24.2%. Eos Energy Enterprises, Inc. has the highest Margin change at +367 percentage points, so level and change sit with different companies. Its OPM series carries 19 reported observations across the 20-quarter window.

What the numbers say: Espey Mfg. & Electronics Corp. leads opm at 26.1%; Eos Energy Enterprises, Inc. leads margin change at +367 percentage points.

LeaderEspey Mfg. & Electronics Corp. · 26.1%

Gap7.9% versus #2 · Arxis, Inc.

Persistence7/8 recent comparable periods

Coverage27/30 companies · 424 observations

Investor read: Espey Mfg. & Electronics Corp. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current margin change signal.

Operating margin compares operating profit with revenue. Improvement is measured in percentage points, not percentage growth.

OPMhighest

1Espey Mfg. & Electronics Corp. ESP26%

2Arxis, Inc. ARXS24%

3Powell Industries, Inc. POWL19%

4Hubbell Incorporated HUBB17%

5Hayward Holdings, Inc. HAYW17%

Margin changefastest expanders

1Eos Energy Enterprises, Inc. EOSE+367.0 pp

2Ballard Power Systems Inc. BLDP+118.5 pp

3Plug Power Inc. PLUG+66.5 pp

4Amprius Technologies, Inc. AMPX+62.3 pp

5T1 Energy Inc. TE+35.2 pp

Operating margin · company comparison

27/30 level · 27/30 change

All-company data · latest reported quarter

Company	OPM	Margin change	Reported
Espey Mfg. & Electronics Corp. ESP	26%	+9.1 pp	Mar 2026
Arxis, Inc. ARXS	24%	+3.6 pp	Jun 2026
Powell Industries, Inc. POWL	19%	−1.7 pp	Mar 2026
Hubbell Incorporated HUBB	17%	+0.5 pp	Jun 2026
Vertiv Holdings Co VRT	17%	+2.3 pp	Jun 2026
Hayward Holdings, Inc. HAYW	17%	+2.0 pp	Jun 2026
Acuity Inc. AYI	16%	+4.2 pp	Jun 2026
nVent Electric plc NVT	16%	−0.3 pp	Jun 2026
Energizer Holdings, Inc. ENR	14%	+1.5 pp	Mar 2026
Advanced Energy Industries, Inc. AEIS	13%	+5.8 pp	Mar 2026
EnerSys ENS	13%	−1.0 pp	Mar 2026
Electrovaya Inc. ELVA	12%	+2.8 pp	Mar 2026
Forgent Power Solutions, Inc. FPS	10%	−1.6 pp	Mar 2026
Bloom Energy Corporation BE	9.6%	+15.4 pp	Jun 2026
Preformed Line Products Company PLPC	7.8%	−1.0 pp	Jun 2026
Kimball Electronics, Inc. KE	3.3%	+0.2 pp	Mar 2026
Atkore Inc. ATKR	1.4%	+8.8 pp	Mar 2026
T1 Energy Inc. TE	-13%	+35.2 pp	Mar 2026
Amprius Technologies, Inc. AMPX	-23%	+62.3 pp	Mar 2026
GrafTech International Ltd. EAF	-25%	−8.2 pp	Mar 2026
SKYX Platforms Corp. SKYX	-37%	+1.4 pp	Mar 2026
Plug Power Inc. PLUG	-67%	+66.5 pp	Mar 2026
Ballard Power Systems Inc. BLDP	-70%	+118.5 pp	Jun 2026
Eos Energy Enterprises, Inc. EOSE	-139%	+367.0 pp	Mar 2026
X-Energy, Inc. XE	-152%	−25.8 pp	Mar 2026
FuelCell Energy, Inc. FCEL	-219%	−123.2 pp	Jun 2026
Enovix Corporation ENVX	-578%	+8.0 pp	Jun 2026

Full 20-quarter history · every available company

OPM · reported quarter history

Showing the 12 largest of 27 companies with a series here. The remaining 15 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Acuity Inc. · AYI

Sep 202113%

Dec 202112%

Mar 202211%

Jun 202214%

Sep 202214%

Dec 202211%

Mar 202312%

Jun 202314%

Sep 202311%

Dec 202314%

Mar 202413%

Jun 202415%

Sep 202415%

Dec 202414%

Mar 202511%

Jun 202512%

Sep 202515%

Dec 202514%

Mar 202613%

Jun 202616%

Advanced Energy Industries, Inc. · AEIS

Sep 20217.0%

Dec 202111%

Mar 202211%

Jun 202212%

Sep 202215%

Dec 202212%

Mar 20239.4%

Jun 20237.2%

Sep 20237.3%

Dec 20233.4%

Mar 20240.3%

Jun 20243.5%

Sep 2024-2.9%

Dec 20248.1%

Mar 20257.6%

Jun 20257.2%

Sep 202511%

Dec 202512%

Mar 202613%

Jun 2026—

Arxis, Inc. · ARXS

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 202521%

Jun 2025—

Sep 2025—

Dec 2025—

Mar 202624%

Jun 2026—

Bloom Energy Corporation · BE

Sep 2021-21%

Dec 2021-3.9%

Mar 2022-33%

Jun 2022-42%

Sep 2022-18%

Dec 2022-8.8%

Mar 2023-23%

Jun 2023-18%

Sep 2023-26%

Dec 20233.6%

Mar 2024-21%

Jun 2024-6.9%

Sep 2024-2.9%

Dec 202418%

Mar 2025-5.8%

Jun 2025-0.9%

Sep 20251.5%

Dec 202511%

Mar 20269.6%

Jun 2026—

EnerSys · ENS

Sep 20217.5%

Dec 20216.3%

Mar 20226.1%

Jun 2022—

Sep 20225.6%

Dec 20226.0%

Mar 20238.5%

Jun 2023—

Sep 20239.8%

Dec 20239.8%

Mar 20248.9%

Jun 202411%

Sep 202411%

Dec 202416%

Mar 202514%

Jun 20259.7%

Sep 20259.7%

Dec 202514%

Mar 202613%

Jun 2026—

Forgent Power Solutions, Inc. · FPS

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 202415%

Dec 202411%

Mar 202512%

Jun 20253.5%

Sep 202511%

Dec 20256.8%

Mar 202610%

Jun 2026—

Hayward Holdings, Inc. · HAYW

Sep 202122%

Dec 202122%

Mar 2022—

Jun 202226%

Sep 202226%

Dec 202216%

Mar 2023—

Jun 202313%

Sep 202322%

Dec 202320%

Mar 202415%

Jun 202424%

Sep 202415%

Dec 202423%

Mar 202515%

Jun 202524%

Sep 202517%

Dec 202525%

Mar 202617%

Jun 2026—

Hubbell Incorporated · HUBB

Sep 202114%

Dec 202112%

Mar 202212%

Jun 202215%

Sep 202216%

Dec 202214%

Mar 202319%

Jun 202321%

Sep 202320%

Dec 202316%

Mar 202416%

Jun 202421%

Sep 202422%

Dec 202420%

Mar 202517%

Jun 202523%

Sep 202522%

Dec 202521%

Mar 202617%

Jun 2026—

nVent Electric plc · NVT

Sep 202115%

Dec 202113%

Mar 202213%

Jun 202214%

Sep 202216%

Dec 202217%

Mar 202317%

Jun 202318%

Sep 202318%

Dec 202317%

Mar 202418%

Jun 202420%

Sep 202417%

Dec 202416%

Mar 202516%

Jun 202516%

Sep 202516%

Dec 202515%

Mar 202616%

Jun 2026—

Powell Industries, Inc. · POWL

Sep 20213.0%

Dec 2021-4.0%

Mar 20220.2%

Jun 20220.6%

Sep 20226.4%

Dec 20220.9%

Mar 20235.9%

Jun 202311%

Sep 202314%

Dec 202313%

Mar 202416%

Jun 202420%

Sep 202420%

Dec 202415%

Mar 202521%

Jun 202521%

Sep 202521%

Dec 202517%

Mar 202619%

Jun 2026—

Vertiv Holdings Co · VRT

Sep 20216.7%

Dec 2021-0.3%

Mar 2022-3.9%

Jun 20221.9%

Sep 20225.4%

Dec 20229.8%

Mar 20238.6%

Jun 202312%

Sep 202314%

Dec 202315%

Mar 202412%

Jun 202417%

Sep 202418%

Dec 202420%

Mar 202514%

Jun 202517%

Sep 202519%

Dec 202520%

Mar 202617%

Jun 2026—

X-Energy, Inc. · XE

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024-202%

Mar 2025-126%

Jun 2025—

Sep 2025—

Dec 2025-166%

Mar 2026-152%

Jun 2026—

Margin change · reported quarter history

Showing the 12 largest of 27 companies with a series here. The remaining 15 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Acuity Inc. · AYI

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022+0.1 pp

Dec 2022−1.5 pp

Mar 2023+0.5 pp

Jun 2023+0.8 pp

Sep 2023−2.6 pp

Dec 2023+3.3 pp

Mar 2024+1.2 pp

Jun 2024+0.7 pp

Sep 2024+4.3 pp

Dec 2024−0.2 pp

Mar 2025−2.0 pp

Jun 2025−3.1 pp

Sep 2025−0.3 pp

Dec 20250.0 pp

Mar 2026+1.6 pp

Jun 2026+4.2 pp

Advanced Energy Industries, Inc. · AEIS

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022+0.6 pp

Sep 2022+8.0 pp

Dec 2022+1.2 pp

Mar 2023−1.8 pp

Jun 2023−4.8 pp

Sep 2023−7.7 pp

Dec 2023−8.4 pp

Mar 2024−9.1 pp

Jun 2024−3.7 pp

Sep 2024−10.2 pp

Dec 2024+4.7 pp

Mar 2025+7.3 pp

Jun 2025+3.7 pp

Sep 2025+13.5 pp

Dec 2025+3.5 pp

Mar 2026+5.8 pp

Jun 2026—

Arxis, Inc. · ARXS

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 2025—

Sep 2025—

Dec 2025—

Mar 2026+3.6 pp

Jun 2026—

Bloom Energy Corporation · BE

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022−23.3 pp

Sep 2022+3.2 pp

Dec 2022−4.9 pp

Mar 2023+9.6 pp

Jun 2023+23.9 pp

Sep 2023−7.9 pp

Dec 2023+12.4 pp

Mar 2024+2.3 pp

Jun 2024+11.2 pp

Sep 2024+23.0 pp

Dec 2024+14.7 pp

Mar 2025+15.0 pp

Jun 2025+6.0 pp

Sep 2025+4.4 pp

Dec 2025−7.0 pp

Mar 2026+15.4 pp

Jun 2026—

EnerSys · ENS

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022−1.9 pp

Dec 2022−0.3 pp

Mar 2023+2.4 pp

Jun 2023—

Sep 2023+4.2 pp

Dec 2023+3.8 pp

Mar 2024+0.4 pp

Jun 2024—

Sep 2024+1.4 pp

Dec 2024+5.9 pp

Mar 2025+4.6 pp

Jun 2025−1.0 pp

Sep 2025−1.5 pp

Dec 2025−2.2 pp

Mar 2026−1.0 pp

Jun 2026—

Forgent Power Solutions, Inc. · FPS

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 2025—

Sep 2025−3.7 pp

Dec 2025−4.0 pp

Mar 2026−1.6 pp

Jun 2026—

Hayward Holdings, Inc. · HAYW

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022+3.5 pp

Dec 2022−5.8 pp

Mar 2023—

Jun 2023−12.6 pp

Sep 2023−3.5 pp

Dec 2023+3.5 pp

Mar 2024—

Jun 2024+10.6 pp

Sep 2024−7.5 pp

Dec 2024+3.5 pp

Mar 2025+0.1 pp

Jun 2025−0.1 pp

Sep 2025+2.1 pp

Dec 2025+1.6 pp

Mar 2026+2.0 pp

Jun 2026—

Hubbell Incorporated · HUBB

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022+1.7 pp

Sep 2022+2.0 pp

Dec 2022+1.9 pp

Mar 2023+7.0 pp

Jun 2023+5.9 pp

Sep 2023+4.6 pp

Dec 2023+1.8 pp

Mar 2024−3.1 pp

Jun 20240.0 pp

Sep 2024+1.6 pp

Dec 2024+3.6 pp

Mar 2025+0.6 pp

Jun 2025+1.6 pp

Sep 2025+0.3 pp

Dec 2025+1.4 pp

Mar 2026+0.5 pp

Jun 2026—

nVent Electric plc · NVT

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022−0.3 pp

Sep 2022+1.0 pp

Dec 2022+3.6 pp

Mar 2023+3.8 pp

Jun 2023+3.9 pp

Sep 2023+1.5 pp

Dec 2023+0.1 pp

Mar 2024+1.2 pp

Jun 2024+1.3 pp

Sep 2024−0.7 pp

Dec 2024−1.4 pp

Mar 2025−1.9 pp

Jun 2025−3.3 pp

Sep 2025−1.2 pp

Dec 2025−0.2 pp

Mar 2026−0.3 pp

Jun 2026—

Powell Industries, Inc. · POWL

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022+1.8 pp

Sep 2022+3.4 pp

Dec 2022+4.9 pp

Mar 2023+5.7 pp

Jun 2023+10.6 pp

Sep 2023+7.9 pp

Dec 2023+12.4 pp

Mar 2024+9.6 pp

Jun 2024+8.7 pp

Sep 2024+6.1 pp

Dec 2024+1.4 pp

Mar 2025+5.6 pp

Jun 2025+1.1 pp

Sep 2025+0.8 pp

Dec 2025+2.3 pp

Mar 2026−1.7 pp

Jun 2026—

Vertiv Holdings Co · VRT

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022−6.2 pp

Sep 2022−1.3 pp

Dec 2022+10.1 pp

Mar 2023+12.5 pp

Jun 2023+10.0 pp

Sep 2023+9.0 pp

Dec 2023+5.5 pp

Mar 2024+3.8 pp

Jun 2024+5.3 pp

Sep 2024+3.5 pp

Dec 2024+4.2 pp

Mar 2025+1.9 pp

Jun 2025−0.4 pp

Sep 2025+1.4 pp

Dec 2025+0.6 pp

Mar 2026+2.3 pp

Jun 2026—

X-Energy, Inc. · XE

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 2025—

Sep 2025—

Dec 2025+35.8 pp

Mar 2026−25.8 pp

Jun 2026—

07 · compare level, then change

Profit Scale & Acceleration

Acuity Inc. has the highest Net profit among the 30 Electrical Equipment & Parts companies compared here, at $473 million. EnerSys is next at $292 million. Advanced Energy Industries, Inc. has the highest Profit growth at the 100% top of the scoring scale, so level and change sit with different companies.

What the numbers say: Acuity Inc. leads with $473 million of TTM profit, 62% above EnerSys. Advanced Energy Industries, Inc. shows ≥100% on the scoring scale (156% uncapped) growth from a $192 million profit base. Compare the size of the base and persistence before ranking acceleration above profit scale.

LeaderAcuity Inc. · $473 million

Gap62% versus #2 · EnerSys

Persistence5/8 recent comparable periods

Coverage18/30 companies · 496 observations

Investor read: Acuity Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current profit growth signal.

Net profit is the residual after operating costs, interest and tax. Growth off a loss or near-zero base is excluded from the fastest-grower rank.

Net profitlargest

1Acuity Inc. AYI$473M

2EnerSys ENS$292M

3Energizer Holdings, Inc. ENR$196M

4Advanced Energy Industries, Inc. AEIS$192M

5Powell Industries, Inc. POWL$186M

Profit growthfastest growers

1Advanced Energy Industries, Inc. AEIS100%

2Electrovaya Inc. ELVA100%

3Energizer Holdings, Inc. ENR100%

4Kimball Electronics, Inc. KE50%

5Espey Mfg. & Electronics Corp. ESP38%

Net profit · company comparison

18/30 level · 8/30 change

All-company data · latest reported quarter

Company	Net profit	Profit growth	Reported
Eos Energy Enterprises, Inc. EOSE	$509M	3,293%	Mar 2026
Vertiv Holdings Co VRT	$390M	136%	Jun 2026
Hubbell Incorporated HUBB	$183M	11%	Jun 2026
Acuity Inc. AYI	$141M	44%	Jun 2026
nVent Electric plc NVT	$140M	61%	Jun 2026
EnerSys ENS	$77M	-21%	Mar 2026
Bloom Energy Corporation BE	$74M	-99%	Jun 2026
Advanced Energy Industries, Inc. AEIS	$67M	168%	Mar 2026
Arxis, Inc. ARXS	$53M	—	Jun 2026
Powell Industries, Inc. POWL	$46M	0.0%	Mar 2026
Forgent Power Solutions, Inc. FPS	$24M	200%	Mar 2026
Hayward Holdings, Inc. HAYW	$23M	64%	Jun 2026
Preformed Line Products Company PLPC	$11M	-8.3%	Jun 2026
Energizer Holdings, Inc. ENR	$10M	-64%	Mar 2026
Kimball Electronics, Inc. KE	$6M	50%	Mar 2026
T1 Energy Inc. TE	$3M	-200%	Mar 2026
Espey Mfg. & Electronics Corp. ESP	$3M	50%	Mar 2026
Electrovaya Inc. ELVA	$1M	0.0%	Mar 2026
Lightbridge Corporation LTBR	$-6M	—	Mar 2026
Amprius Technologies, Inc. AMPX	$-7M	—	Mar 2026
Factorial Energy Inc. FAC	$-9M	—	Mar 2026
SKYX Platforms Corp. SKYX	$-9M	—	Mar 2026
Ballard Power Systems Inc. BLDP	$-11M	—	Jun 2026
Enovix Corporation ENVX	$-38M	-272%	Jun 2026
ADS-TEC Energy PLC ADSE	$-40M	—	Dec 2025
GrafTech International Ltd. EAF	$-43M	-550%	Mar 2026
FuelCell Energy, Inc. FCEL	$-78M	—	Jun 2026
Atkore Inc. ATKR	$-124M	-67%	Mar 2026
X-Energy, Inc. XE	$-166M	—	Mar 2026
Plug Power Inc. PLUG	$-245M	—	Mar 2026

Full 20-quarter history · every available company

Net profit · reported quarter history

Showing the 12 largest of 30 companies with a series here. The remaining 18 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Acuity Inc. · AYI

Sep 2021$98M

Dec 2021$88M

Mar 2022$75M

Jun 2022$106M

Sep 2022$115M

Dec 2022$75M

Mar 2023$83M

Jun 2023$105M

Sep 2023$83M

Dec 2023$101M

Mar 2024$89M

Jun 2024$114M

Sep 2024$119M

Dec 2024$107M

Mar 2025$78M

Jun 2025$98M

Sep 2025$114M

Dec 2025$121M

Mar 2026$97M

Jun 2026$141M

Advanced Energy Industries, Inc. · AEIS

Sep 2021$21M

Dec 2021$40M

Mar 2022$37M

Jun 2022$45M

Sep 2022$75M

Dec 2022$45M

Mar 2023$32M

Jun 2023$27M

Sep 2023$34M

Dec 2023$38M

Mar 2024$6M

Jun 2024$15M

Sep 2024$-14M

Dec 2024$49M

Mar 2025$25M

Jun 2025$26M

Sep 2025$46M

Dec 2025$53M

Mar 2026$67M

Jun 2026—

Arxis, Inc. · ARXS

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025$-4M

Jun 2025—

Sep 2025—

Dec 2025—

Mar 2026$53M

Jun 2026—

Bloom Energy Corporation · BE

Sep 2021$-57M

Dec 2021$-49M

Mar 2022$-83M

Jun 2022$-121M

Sep 2022$-60M

Dec 2022$-51M

Mar 2023$-73M

Jun 2023$-69M

Sep 2023$-168M

Dec 2023$4M

Mar 2024$-57M

Jun 2024$-61M

Sep 2024$-15M

Dec 2024$105M

Mar 2025$-23M

Jun 2025$-42M

Sep 2025$-23M

Dec 2025$1M

Mar 2026$74M

Jun 2026—

EnerSys · ENS

Sep 2021$44M

Dec 2021$36M

Mar 2022$36M

Jun 2022—

Sep 2022$31M

Dec 2022$34M

Mar 2023$44M

Jun 2023—

Sep 2023$67M

Dec 2023$65M

Mar 2024$61M

Jun 2024$70M

Sep 2024$82M

Dec 2024$115M

Mar 2025$97M

Jun 2025$57M

Sep 2025$68M

Dec 2025$90M

Mar 2026$77M

Jun 2026—

Forgent Power Solutions, Inc. · FPS

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024$7M

Dec 2024$6M

Mar 2025$8M

Jun 2025$-5M

Sep 2025$16M

Dec 2025$0M

Mar 2026$24M

Jun 2026—

Hayward Holdings, Inc. · HAYW

Sep 2021$53M

Dec 2021$50M

Mar 2022—

Jun 2022$74M

Sep 2022$66M

Dec 2022$23M

Mar 2023—

Jun 2023$8M

Sep 2023$29M

Dec 2023$31M

Mar 2024$10M

Jun 2024$38M

Sep 2024$17M

Dec 2024$55M

Mar 2025$14M

Jun 2025$45M

Sep 2025$24M

Dec 2025$68M

Mar 2026$23M

Jun 2026—

Hubbell Incorporated · HUBB

Sep 2021$106M

Dec 2021$101M

Mar 2022$104M

Jun 2022$137M

Sep 2022$152M

Dec 2022$124M

Mar 2023$183M

Jun 2023$208M

Sep 2023$202M

Dec 2023$164M

Mar 2024$149M

Jun 2024$219M

Sep 2024$228M

Dec 2024$199M

Mar 2025$165M

Jun 2025$246M

Sep 2025$257M

Dec 2025$225M

Mar 2026$183M

Jun 2026—

nVent Electric plc · NVT

Sep 2021$74M

Dec 2021$67M

Mar 2022$68M

Jun 2022$80M

Sep 2022$93M

Dec 2022$159M

Mar 2023$94M

Jun 2023$113M

Sep 2023$82M

Dec 2023$212M

Mar 2024$85M

Jun 2024$93M

Sep 2024$79M

Dec 2024$-17M

Mar 2025$87M

Jun 2025$107M

Sep 2025$119M

Dec 2025$116M

Mar 2026$140M

Jun 2026—

Powell Industries, Inc. · POWL

Sep 2021$3M

Dec 2021$-3M

Mar 2022$-1M

Jun 2022$9M

Sep 2022$9M

Dec 2022$1M

Mar 2023$8M

Jun 2023$18M

Sep 2023$26M

Dec 2023$24M

Mar 2024$33M

Jun 2024$46M

Sep 2024$46M

Dec 2024$35M

Mar 2025$46M

Jun 2025$48M

Sep 2025$51M

Dec 2025$41M

Mar 2026$46M

Jun 2026—

Vertiv Holdings Co · VRT

Sep 2021$56M

Dec 2021$22M

Mar 2022$9M

Jun 2022$20M

Sep 2022$21M

Dec 2022$27M

Mar 2023$50M

Jun 2023$83M

Sep 2023$94M

Dec 2023$233M

Mar 2024$-6M

Jun 2024$178M

Sep 2024$177M

Dec 2024$147M

Mar 2025$165M

Jun 2025$324M

Sep 2025$399M

Dec 2025$446M

Mar 2026$390M

Jun 2026—

X-Energy, Inc. · XE

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024$-67M

Mar 2025$-10M

Jun 2025—

Sep 2025—

Dec 2025$-55M

Mar 2026$-166M

Jun 2026—

Profit growth · reported quarter history

Showing the 12 largest of 20 companies with a series here. The remaining 8 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Acuity Inc. · AYI

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 202217%

Dec 2022-15%

Mar 202311%

Jun 2023-0.9%

Sep 2023-28%

Dec 202335%

Mar 20247.2%

Jun 20248.6%

Sep 202443%

Dec 20245.9%

Mar 2025-12%

Jun 2025-14%

Sep 2025-4.2%

Dec 202513%

Mar 202624%

Jun 202644%

Advanced Energy Industries, Inc. · AEIS

Sep 2021—

Dec 2021—

Mar 2022—

Jun 202225%

Sep 2022257%

Dec 202213%

Mar 2023-14%

Jun 2023-40%

Sep 2023-55%

Dec 2023-16%

Mar 2024-81%

Jun 2024-44%

Sep 2024-141%

Dec 202429%

Mar 2025317%

Jun 202573%

Sep 2025—

Dec 20258.2%

Mar 2026168%

Jun 2026—

Atkore Inc. · ATKR

Sep 2021—

Dec 2021—

Mar 2022—

Jun 202245%

Sep 20228.9%

Dec 2022-16%

Mar 2023-25%

Jun 2023-21%

Sep 2023-36%

Dec 2023-20%

Mar 2024-21%

Jun 2024-39%

Sep 2024-48%

Dec 2024-67%

Mar 2025-136%

Jun 2025-65%

Sep 2025-174%

Dec 2025-67%

Mar 2026—

Jun 2026—

Bloom Energy Corporation · BE

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 20242,525%

Mar 2025—

Jun 2025—

Sep 2025—

Dec 2025-99%

Mar 2026—

Jun 2026—

EnerSys · ENS

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022-30%

Dec 2022-5.6%

Mar 202322%

Jun 2023—

Sep 2023116%

Dec 202391%

Mar 202439%

Jun 2024—

Sep 202422%

Dec 202477%

Mar 202559%

Jun 2025-19%

Sep 2025-17%

Dec 2025-22%

Mar 2026-21%

Jun 2026—

Forgent Power Solutions, Inc. · FPS

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 2025—

Sep 2025129%

Dec 2025-100%

Mar 2026200%

Jun 2026—

Hayward Holdings, Inc. · HAYW

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 202225%

Dec 2022-54%

Mar 2023—

Jun 2023-89%

Sep 2023-56%

Dec 202335%

Mar 2024—

Jun 2024375%

Sep 2024-41%

Dec 202477%

Mar 202540%

Jun 202518%

Sep 202541%

Dec 202524%

Mar 202664%

Jun 2026—

Hubbell Incorporated · HUBB

Sep 2021—

Dec 2021—

Mar 2022—

Jun 202252%

Sep 202243%

Dec 202223%

Mar 202376%

Jun 202352%

Sep 202333%

Dec 202332%

Mar 2024-19%

Jun 20245.3%

Sep 202413%

Dec 202421%

Mar 202511%

Jun 202512%

Sep 202513%

Dec 202513%

Mar 202611%

Jun 2026—

nVent Electric plc · NVT

Sep 2021—

Dec 2021—

Mar 2022—

Jun 202221%

Sep 202226%

Dec 2022137%

Mar 202338%

Jun 202341%

Sep 2023-12%

Dec 202333%

Mar 2024-9.6%

Jun 2024-18%

Sep 2024-3.7%

Dec 2024-108%

Mar 20252.4%

Jun 202515%

Sep 202551%

Dec 2025—

Mar 202661%

Jun 2026—

Powell Industries, Inc. · POWL

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022200%

Dec 2022—

Mar 2023—

Jun 2023100%

Sep 2023189%

Dec 20232,300%

Mar 2024313%

Jun 2024156%

Sep 202477%

Dec 202446%

Mar 202539%

Jun 20254.4%

Sep 202511%

Dec 202517%

Mar 20260.0%

Jun 2026—

Preformed Line Products Company · PLPC

Sep 2021—

Dec 2021—

Mar 2022—

Jun 202256%

Sep 20229.1%

Dec 202278%

Mar 202375%

Jun 202343%

Sep 202325%

Dec 2023-63%

Mar 2024-52%

Jun 2024-55%

Sep 2024-47%

Dec 202467%

Mar 202520%

Jun 202544%

Sep 2025-63%

Dec 2025-20%

Mar 2026-8.3%

Jun 2026—

Vertiv Holdings Co · VRT

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022100%

Sep 2022-63%

Dec 202223%

Mar 2023456%

Jun 2023315%

Sep 2023348%

Dec 2023763%

Mar 2024-112%

Jun 2024114%

Sep 202488%

Dec 2024-37%

Mar 2025—

Jun 202582%

Sep 2025125%

Dec 2025203%

Mar 2026136%

Jun 2026—

08 · compare level, then change

Return On Capital Employed

Powell Industries, Inc. has the highest ROCE among the 30 Electrical Equipment & Parts companies compared here, at 8.9%. Vertiv Holdings Co is next at 8.3%. X-Energy, Inc. has the highest ROCE change at +22.9 percentage points, so level and change sit with different companies. 30 of 30 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: Powell Industries, Inc. leads ROCE at 8.9%, 0.6 percentage points above Vertiv Holdings Co. X-Energy, Inc. has the strongest latest improvement at +22.9 percentage points. Read the leader beside the density of its reported history: a sparse high return is a candidate; a repeated high return is evidence of durability.

LeaderPowell Industries, Inc. · 8.9%

Gap7.2% versus #2 · Vertiv Holdings Co

Persistence4/8 recent comparable periods

Coverage30/30 companies · 512 observations

Investor read: Powell Industries, Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current roce change signal.

ROCE asks how much operating return the business earns on the capital employed. Direction matters, but a single exceptional year should not be mistaken for durability.

ROCEhighest

1Powell Industries, Inc. POWL8.9%

2Vertiv Holdings Co VRT8.3%

3Espey Mfg. & Electronics Corp. ESP5.8%

4Bloom Energy Corporation BE5.5%

5Preformed Line Products Company PLPC5.2%

ROCE changefastest improvers

1X-Energy, Inc. XE+22.9 pp

2Eos Energy Enterprises, Inc. EOSE+21.5 pp

3Lightbridge Corporation LTBR+6.5 pp

4Bloom Energy Corporation BE+5.7 pp

5Amprius Technologies, Inc. AMPX+3.6 pp

Return on capital · company comparison

30/30 level · 30/30 change

All-company data · latest reported quarter

Company	ROCE	ROCE change	Reported
Powell Industries, Inc. POWL	8.9%	−3.3 pp	Mar 2026
Vertiv Holdings Co VRT	8.3%	+0.8 pp	Jun 2026
Espey Mfg. & Electronics Corp. ESP	5.8%	+1.7 pp	Mar 2026
Bloom Energy Corporation BE	5.5%	+5.7 pp	Jun 2026
Preformed Line Products Company PLPC	5.2%	+1.7 pp	Jun 2026
nVent Electric plc NVT	5.1%	+2.3 pp	Jun 2026
Acuity Inc. AYI	5.0%	+0.9 pp	Jun 2026
Hubbell Incorporated HUBB	4.6%	−1.6 pp	Jun 2026
EnerSys ENS	3.9%	−0.5 pp	Mar 2026
Advanced Energy Industries, Inc. AEIS	3.8%	+2.3 pp	Mar 2026
Electrovaya Inc. ELVA	3.3%	−2.7 pp	Mar 2026
Forgent Power Solutions, Inc. FPS	2.9%	+1.1 pp	Mar 2026
Hayward Holdings, Inc. HAYW	2.7%	0.0 pp	Jun 2026
Energizer Holdings, Inc. ENR	2.4%	+0.2 pp	Mar 2026
Kimball Electronics, Inc. KE	1.6%	+0.1 pp	Mar 2026
Arxis, Inc. ARXS	1.0%	−1.0 pp	Jun 2026
Atkore Inc. ATKR	0.5%	+2.6 pp	Mar 2026
T1 Energy Inc. TE	-2.5%	+0.8 pp	Mar 2026
Ballard Power Systems Inc. BLDP	-2.7%	+1.4 pp	Jun 2026
GrafTech International Ltd. EAF	-3.2%	−1.5 pp	Mar 2026
Plug Power Inc. PLUG	-4.7%	+0.6 pp	Mar 2026
Lightbridge Corporation LTBR	-5.6%	+6.5 pp	Mar 2026
Amprius Technologies, Inc. AMPX	-6.1%	+3.6 pp	Mar 2026
Enovix Corporation ENVX	-7.2%	+3.2 pp	Jun 2026
FuelCell Energy, Inc. FCEL	-8.9%	−4.6 pp	Jun 2026
X-Energy, Inc. XE	-12%	+22.9 pp	Mar 2026
SKYX Platforms Corp. SKYX	-18%	+0.4 pp	Mar 2026
Eos Energy Enterprises, Inc. EOSE	-19%	+21.5 pp	Mar 2026
ADS-TEC Energy PLC ADSE	-30%	−27.8 pp	Dec 2025
Factorial Energy Inc. FAC	-35%	—	Mar 2026

Full 20-quarter history · every available company

ROCE · reported quarter history

Showing the 12 largest of 30 companies with a series here. The remaining 18 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Acuity Inc. · AYI

Sep 2021—

Dec 20214.0%

Mar 20223.6%

Jun 20225.1%

Sep 20225.3%

Dec 20223.9%

Mar 20233.9%

Jun 20235.2%

Sep 20233.9%

Dec 20234.7%

Mar 20244.1%

Jun 20245.0%

Sep 20245.3%

Dec 20244.4%

Mar 20253.3%

Jun 20254.1%

Sep 20255.1%

Dec 20254.5%

Mar 20263.5%

Jun 20265.0%

Advanced Energy Industries, Inc. · AEIS

Sep 20211.8%

Dec 20213.0%

Mar 20223.1%

Jun 20223.7%

Sep 20225.2%

Dec 20223.8%

Mar 20232.6%

Jun 20231.9%

Sep 20231.6%

Dec 20230.7%

Mar 20240.0%

Jun 20240.7%

Sep 2024-0.5%

Dec 20241.6%

Mar 20251.5%

Jun 20251.5%

Sep 20252.5%

Dec 20253.2%

Mar 20263.8%

Jun 2026—

Arxis, Inc. · ARXS

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 20240.0%

Dec 20242.1%

Mar 2025—

Jun 2025—

Sep 20251.1%

Dec 20251.1%

Mar 20263.5%

Jun 20261.0%

Bloom Energy Corporation · BE

Sep 2021-4.0%

Dec 2021-1.1%

Mar 2022-5.5%

Jun 2022-9.1%

Sep 2022-4.0%

Dec 2022-2.9%

Mar 2023-4.7%

Jun 2023-3.5%

Sep 2023-6.1%

Dec 20230.8%

Mar 2024-2.9%

Jun 2024-1.1%

Sep 2024-0.5%

Dec 20245.3%

Mar 2025-1.0%

Jun 2025-0.2%

Sep 20250.4%

Dec 20253.0%

Mar 20262.4%

Jun 20265.5%

EnerSys · ENS

Sep 2021—

Dec 20211.8%

Mar 20221.8%

Jun 2022—

Sep 20221.7%

Dec 20221.9%

Mar 20232.7%

Jun 2023—

Sep 20233.0%

Dec 20233.1%

Mar 20242.9%

Jun 20243.2%

Sep 20243.3%

Dec 20244.6%

Mar 20254.4%

Jun 20252.8%

Sep 20252.8%

Dec 20253.8%

Mar 20263.9%

Jun 2026—

Forgent Power Solutions, Inc. · FPS

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 20251.8%

Jun 20250.7%

Sep 20254.9%

Dec 20253.0%

Mar 20262.9%

Jun 2026—

Hayward Holdings, Inc. · HAYW

Sep 2021—

Dec 20213.1%

Mar 2022—

Jun 20224.1%

Sep 20224.0%

Dec 20221.6%

Mar 2023—

Jun 20231.0%

Sep 20232.4%

Dec 20232.1%

Mar 20241.1%

Jun 20242.6%

Sep 20241.3%

Dec 20242.8%

Mar 20251.2%

Jun 20252.7%

Sep 20251.5%

Dec 20253.2%

Mar 20261.5%

Jun 20262.7%

Hubbell Incorporated · HUBB

Sep 20213.5%

Dec 20213.2%

Mar 20223.4%

Jun 20224.5%

Sep 20224.8%

Dec 20224.0%

Mar 20235.8%

Jun 20236.5%

Sep 20236.2%

Dec 20234.3%

Mar 20244.6%

Jun 20246.0%

Sep 20246.1%

Dec 20244.7%

Mar 20254.4%

Jun 20256.2%

Sep 20256.0%

Dec 20255.1%

Mar 20264.5%

Jun 20264.6%

nVent Electric plc · NVT

Sep 20212.4%

Dec 20212.2%

Mar 20222.2%

Jun 20222.5%

Sep 20222.9%

Dec 20223.0%

Mar 20232.9%

Jun 20233.1%

Sep 20232.7%

Dec 20232.4%

Mar 20242.7%

Jun 20242.7%

Sep 20242.3%

Dec 20242.1%

Mar 20252.3%

Jun 20252.8%

Sep 20252.8%

Dec 20252.8%

Mar 20263.3%

Jun 20265.1%

Powell Industries, Inc. · POWL

Sep 20211.2%

Dec 2021-1.4%

Mar 20220.1%

Jun 20220.3%

Sep 20223.3%

Dec 20220.4%

Mar 20233.2%

Jun 20236.7%

Sep 20239.0%

Dec 20237.5%

Mar 202411%

Jun 202415%

Sep 202413%

Dec 20247.9%

Mar 202512%

Jun 202511%

Sep 202511%

Dec 20257.1%

Mar 20268.9%

Jun 2026—

Vertiv Holdings Co · VRT

Sep 20212.4%

Dec 2021-0.1%

Mar 2022-1.1%

Jun 20220.6%

Sep 20221.9%

Dec 20223.2%

Mar 20232.5%

Jun 20234.0%

Sep 20234.9%

Dec 20235.2%

Mar 20244.0%

Jun 20246.6%

Sep 20246.9%

Dec 20247.8%

Mar 20255.2%

Jun 20257.5%

Sep 20258.2%

Dec 20258.4%

Mar 20266.1%

Jun 20268.3%

X-Energy, Inc. · XE

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 20230.0%

Dec 20230.0%

Mar 2024—

Jun 2024—

Sep 20240.0%

Dec 2024-30%

Mar 2025—

Jun 2025—

Sep 20250.0%

Dec 2025-7.3%

Mar 2026-12%

Jun 2026—

ROCE change · reported quarter history

Showing the 12 largest of 29 companies with a series here. The remaining 17 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Acuity Inc. · AYI

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022−0.1 pp

Mar 2023+0.3 pp

Jun 2023+0.1 pp

Sep 2023−1.4 pp

Dec 2023+0.8 pp

Mar 2024+0.2 pp

Jun 2024−0.2 pp

Sep 2024+1.4 pp

Dec 2024−0.3 pp

Mar 2025−0.8 pp

Jun 2025−0.9 pp

Sep 2025−0.2 pp

Dec 2025+0.1 pp

Mar 2026+0.2 pp

Jun 2026+0.9 pp

Advanced Energy Industries, Inc. · AEIS

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022+3.4 pp

Dec 2022+0.8 pp

Mar 2023−0.5 pp

Jun 2023−1.8 pp

Sep 2023−3.6 pp

Dec 2023−3.1 pp

Mar 2024−2.6 pp

Jun 2024−1.2 pp

Sep 2024−2.1 pp

Dec 2024+0.9 pp

Mar 2025+1.5 pp

Jun 2025+0.8 pp

Sep 2025+3.0 pp

Dec 2025+1.6 pp

Mar 2026+2.3 pp

Jun 2026—

Arxis, Inc. · ARXS

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 2025—

Sep 2025+1.1 pp

Dec 2025−1.0 pp

Mar 2026—

Jun 2026—

Bloom Energy Corporation · BE

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 20220.0 pp

Dec 2022−1.8 pp

Mar 2023+0.8 pp

Jun 2023+5.6 pp

Sep 2023−2.1 pp

Dec 2023+3.7 pp

Mar 2024+1.8 pp

Jun 2024+2.4 pp

Sep 2024+5.6 pp

Dec 2024+4.5 pp

Mar 2025+1.9 pp

Jun 2025+0.9 pp

Sep 2025+0.9 pp

Dec 2025−2.3 pp

Mar 2026+3.4 pp

Jun 2026+5.7 pp

EnerSys · ENS

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022+0.1 pp

Mar 2023+0.9 pp

Jun 2023—

Sep 2023+1.3 pp

Dec 2023+1.2 pp

Mar 2024+0.2 pp

Jun 2024—

Sep 2024+0.3 pp

Dec 2024+1.5 pp

Mar 2025+1.5 pp

Jun 2025−0.4 pp

Sep 2025−0.5 pp

Dec 2025−0.8 pp

Mar 2026−0.5 pp

Jun 2026—

Forgent Power Solutions, Inc. · FPS

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 2025—

Sep 2025—

Dec 2025—

Mar 2026+1.1 pp

Jun 2026—

Hayward Holdings, Inc. · HAYW

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022−1.5 pp

Mar 2023—

Jun 2023−3.1 pp

Sep 2023−1.6 pp

Dec 2023+0.5 pp

Mar 2024—

Jun 2024+1.6 pp

Sep 2024−1.1 pp

Dec 2024+0.7 pp

Mar 2025+0.1 pp

Jun 2025+0.1 pp

Sep 2025+0.2 pp

Dec 2025+0.4 pp

Mar 2026+0.3 pp

Jun 20260.0 pp

Hubbell Incorporated · HUBB

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022+1.3 pp

Dec 2022+0.8 pp

Mar 2023+2.4 pp

Jun 2023+2.0 pp

Sep 2023+1.4 pp

Dec 2023+0.3 pp

Mar 2024−1.2 pp

Jun 2024−0.5 pp

Sep 2024−0.1 pp

Dec 2024+0.4 pp

Mar 2025−0.2 pp

Jun 2025+0.2 pp

Sep 2025−0.1 pp

Dec 2025+0.4 pp

Mar 2026+0.1 pp

Jun 2026−1.6 pp

nVent Electric plc · NVT

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022+0.5 pp

Dec 2022+0.8 pp

Mar 2023+0.7 pp

Jun 2023+0.6 pp

Sep 2023−0.2 pp

Dec 2023−0.6 pp

Mar 2024−0.2 pp

Jun 2024−0.4 pp

Sep 2024−0.4 pp

Dec 2024−0.3 pp

Mar 2025−0.4 pp

Jun 2025+0.1 pp

Sep 2025+0.5 pp

Dec 2025+0.7 pp

Mar 2026+1.0 pp

Jun 2026+2.3 pp

Powell Industries, Inc. · POWL

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022+2.1 pp

Dec 2022+1.8 pp

Mar 2023+3.1 pp

Jun 2023+6.4 pp

Sep 2023+5.7 pp

Dec 2023+7.1 pp

Mar 2024+7.7 pp

Jun 2024+7.9 pp

Sep 2024+4.1 pp

Dec 2024+0.4 pp

Mar 2025+1.3 pp

Jun 2025−3.3 pp

Sep 2025−2.2 pp

Dec 2025−0.8 pp

Mar 2026−3.3 pp

Jun 2026—

Vertiv Holdings Co · VRT

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022−0.5 pp

Dec 2022+3.3 pp

Mar 2023+3.6 pp

Jun 2023+3.4 pp

Sep 2023+3.0 pp

Dec 2023+2.0 pp

Mar 2024+1.5 pp

Jun 2024+2.6 pp

Sep 2024+2.0 pp

Dec 2024+2.6 pp

Mar 2025+1.2 pp

Jun 2025+0.9 pp

Sep 2025+1.3 pp

Dec 2025+0.6 pp

Mar 2026+0.9 pp

Jun 2026+0.8 pp

X-Energy, Inc. · XE

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 20240.0 pp

Dec 2024−30.2 pp

Mar 2025—

Jun 2025—

Sep 20250.0 pp

Dec 2025+22.9 pp

Mar 2026—

Jun 2026—

09 · compare level, then change

Valuation Against Growth & Quality

Espey Mfg. & Electronics Corp. has the lowest PEG among the 30 Electrical Equipment & Parts companies compared here, at 0.34×. EnerSys is next at 0.49×. ADS-TEC Energy PLC has the lowest P/E at 0.1×, so level and change sit with different companies. 7 of 30 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: Espey Mfg. & Electronics Corp. has the lowest comparable PEG at 0.34×, 30.6% below EnerSys. Only 7 of 30 companies have earnings and growth steady enough for the ratio to mean anything, so no broad “cheapest stock” conclusion is defensible unless the current multiple, own-history position and growth durability agree.

LeaderEspey Mfg. & Electronics Corp. · 0.34×

Gap30.6% versus #2 · EnerSys

Persistence0/8 recent comparable periods

Coverage7/30 companies · 62 observations

Investor read: Treat valuation as permission to investigate, never as a standalone reason to buy.

This conclusion weakens if: The next two comparable reports reverse the current p/e signal.

PEG is shown only when earnings are positive and three-year EPS growth is between 5% and 60%. It is recomputed consistently as the trailing P/E divided by that growth rate — reported earnings, never an expected-earnings multiple. On Indian companies it is shown only where the two data feeds agreed. Where any of that fails the ratio is left out rather than printed: a P/E divided by a loss, or by growth measured off a tiny base, is a number that looks precise and means nothing.

PEGlowest PEG

1Espey Mfg. & Electronics Corp. ESP0.3

2EnerSys ENS0.5

3Kimball Electronics, Inc. KE0.5

4Advanced Energy Industries, Inc. AEIS0.9

5Acuity Inc. AYI1.1

P/Elowest P/E

1ADS-TEC Energy PLC ADSE · older report0.1

2Energizer Holdings, Inc. ENR6.0

3Eos Energy Enterprises, Inc. EOSE6.3

4Espey Mfg. & Electronics Corp. ESP14.5

5Acuity Inc. AYI20.2

Valuation · company comparison

7/30 level · 20/30 change

All-company data · latest reported quarter

Company	PEG	P/E	Reported
Vertiv Holdings Co VRT	10.5	75.8	Jun 2026
Powell Industries, Inc. POWL	4.5	35.3	Mar 2026
nVent Electric plc NVT	4.2	46.3	Jun 2026
Electrovaya Inc. ELVA	2.3	71.1	Mar 2026
Hubbell Incorporated HUBB	2.1	31.0	Jun 2026
Preformed Line Products Company PLPC	2.0	46.2	Jun 2026
Acuity Inc. AYI	1.1	20.2	Jun 2026
Advanced Energy Industries, Inc. AEIS	0.9	67.9	Mar 2026
Hayward Holdings, Inc. HAYW	0.6	22.3	Jun 2026
EnerSys ENS	0.5	22.6	Mar 2026
Kimball Electronics, Inc. KE	0.5	22.8	Mar 2026
Atkore Inc. ATKR	0.4	22.8	Mar 2026
Espey Mfg. & Electronics Corp. ESP	0.3	14.6	Mar 2026
Bloom Energy Corporation BE	—	403.6	Jun 2026
Arxis, Inc. ARXS	—	150.5	Jun 2026
Forgent Power Solutions, Inc. FPS	—	250.3	Mar 2026
Eos Energy Enterprises, Inc. EOSE	—	6.3	Mar 2026
Energizer Holdings, Inc. ENR	—	6.0	Mar 2026
ADS-TEC Energy PLC ADSE	—	0.1	Dec 2025
GrafTech International Ltd. EAF	—	76.6	Mar 2026

Full 20-quarter history · every available company

PEG · reported quarter history

Showing the 12 largest of 13 companies with a series here. The remaining 1 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Acuity Inc. · AYI

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 20231.1

Sep 2023—

Dec 20232.3

Mar 2024—

Jun 20243.6

Sep 20240.8

Dec 20241.5

Mar 20252.2

Jun 2025—

Sep 2025—

Dec 2025—

Mar 2026—

Jun 20261.1

Advanced Energy Industries, Inc. · AEIS

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 20230.4

Jun 20230.9

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 2025—

Sep 2025—

Dec 2025—

Mar 2026—

Jun 2026—

Atkore Inc. · ATKR

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 20230.4

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 2025—

Sep 2025—

Dec 2025—

Mar 2026—

Jun 2026—

Electrovaya Inc. · ELVA

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 20252.3

Sep 2025—

Dec 2025—

Mar 2026—

Jun 2026—

EnerSys · ENS

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 20250.3

Sep 20250.5

Dec 2025—

Mar 2026—

Jun 2026—

Hayward Holdings, Inc. · HAYW

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 20250.4

Jun 20251.1

Sep 20250.5

Dec 20250.8

Mar 20260.6

Jun 2026—

Hubbell Incorporated · HUBB

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 20231.2

Jun 20231.0

Sep 20230.7

Dec 20230.7

Mar 20241.1

Jun 20242.1

Sep 20244.4

Dec 2024—

Mar 20252.0

Jun 20252.0

Sep 20252.0

Dec 20252.0

Mar 20262.1

Jun 2026—

Kimball Electronics, Inc. · KE

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 20230.4

Jun 2023—

Sep 20230.2

Dec 20230.5

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 2025—

Sep 2025—

Dec 2025—

Mar 20260.5

Jun 2026—

nVent Electric plc · NVT

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 20230.3

Jun 20230.3

Sep 20230.4

Dec 20230.4

Mar 20240.6

Jun 20240.9

Sep 20241.0

Dec 2024—

Mar 2025—

Jun 2025—

Sep 20254.2

Dec 2025—

Mar 2026—

Jun 2026—

Powell Industries, Inc. · POWL

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 20250.5

Sep 20251.0

Dec 20251.2

Mar 20264.5

Jun 2026—

Preformed Line Products Company · PLPC

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 20230.2

Jun 20230.2

Sep 20230.2

Dec 20230.7

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 20253.7

Sep 20252.0

Dec 2025—

Mar 2026—

Jun 2026—

Vertiv Holdings Co · VRT

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 202410.5

Mar 2025—

Jun 2025—

Sep 2025—

Dec 2025—

Mar 2026—

Jun 2026—

P/E · reported quarter history

Showing the 12 largest of 20 companies with a series here. The remaining 8 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Acuity Inc. · AYI

Sep 2021—

Dec 202121.7

Mar 202218.8

Jun 202216.9

Sep 202214.8

Dec 202217.2

Mar 202317.0

Jun 202313.0

Sep 202315.0

Dec 202315.3

Mar 202421.0

Jun 202421.1

Sep 202419.0

Dec 202423.6

Mar 202522.5

Jun 202520.5

Sep 202526.1

Dec 202528.2

Mar 202622.1

Jun 202620.2

Advanced Energy Industries, Inc. · AEIS

Sep 202124.7

Dec 202125.9

Mar 202224.6

Jun 202219.4

Sep 202214.9

Dec 202216.0

Mar 202318.9

Jun 202323.6

Sep 202328.5

Dec 202332.0

Mar 202436.7

Jun 202444.2

Sep 202490.0

Dec 202480.9

Mar 202548.9

Jun 202560.0

Sep 202544.7

Dec 202554.5

Mar 202667.9

Jun 2026—

Arxis, Inc. · ARXS

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 2025—

Sep 2025—

Dec 2025—

Mar 2026—

Jun 2026150.5

Atkore Inc. · ATKR

Sep 20217.1

Dec 20217.7

Mar 20226.4

Jun 20224.5

Sep 20223.8

Dec 20225.7

Mar 20237.3

Jun 20238.4

Sep 20238.6

Dec 20239.6

Mar 202411.9

Jun 20249.5

Sep 20246.7

Dec 20248.1

Mar 202511.7

Jun 202522.8

Sep 2025—

Dec 2025—

Mar 2026—

Jun 2026—

Bloom Energy Corporation · BE

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 2025598.0

Sep 2025—

Dec 2025—

Mar 2026—

Jun 2026403.6

EnerSys · ENS

Sep 2021—

Dec 202121.8

Mar 202222.9

Jun 2022—

Sep 202219.2

Dec 202218.7

Mar 202322.1

Jun 2023—

Sep 202321.2

Dec 202316.2

Mar 202414.5

Jun 202415.7

Sep 202414.4

Dec 202411.5

Mar 202510.2

Jun 20259.9

Sep 202513.1

Dec 202518.7

Mar 202622.6

Jun 2026—

Forgent Power Solutions, Inc. · FPS

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 2025—

Sep 2025—

Dec 2025—

Mar 2026250.3

Jun 2026—

Hayward Holdings, Inc. · HAYW

Sep 2021—

Dec 202153.5

Mar 2022—

Jun 202217.0

Sep 202213.7

Dec 20229.3

Mar 2023—

Jun 202323.4

Sep 202337.8

Dec 202336.8

Mar 202442.5

Jun 202430.8

Sep 202436.3

Dec 202428.3

Mar 202525.0

Jun 202523.8

Sep 202524.0

Dec 202522.7

Mar 202618.1

Jun 202622.3

Hubbell Incorporated · HUBB

Sep 202127.9

Dec 202128.6

Mar 202221.1

Jun 202219.1

Sep 202222.4

Dec 202224.9

Mar 202323.2

Jun 202327.6

Sep 202323.8

Dec 202323.7

Mar 202431.0

Jun 202426.9

Sep 202430.4

Dec 202429.1

Mar 202522.2

Jun 202526.5

Sep 202526.9

Dec 202526.9

Mar 202629.0

Jun 202631.0

nVent Electric plc · NVT

Sep 202121.6

Dec 202123.6

Mar 202221.5

Jun 202218.3

Sep 202217.4

Dec 202216.2

Mar 202317.0

Jun 202319.0

Sep 202318.9

Dec 202317.5

Mar 202422.0

Jun 202422.4

Sep 202420.6

Dec 202434.6

Mar 202515.0

Jun 202520.9

Sep 202527.2

Dec 202523.7

Mar 202639.3

Jun 202646.3

Powell Industries, Inc. · POWL

Sep 2021491.4

Dec 2021—

Mar 2022—

Jun 202233.4

Sep 202218.3

Dec 202223.6

Mar 202318.6

Jun 202319.9

Sep 202318.4

Dec 202313.9

Mar 202416.9

Jun 202413.4

Sep 202418.1

Dec 202417.9

Mar 202512.7

Jun 202515.5

Sep 202520.5

Dec 202520.7

Mar 202635.3

Jun 2026—

Vertiv Holdings Co · VRT

Sep 202161.8

Dec 202175.7

Mar 20221,400.0

Jun 2022274.0

Sep 2022—

Dec 2022—

Mar 202347.7

Jun 202352.7

Sep 202357.2

Dec 202340.4

Mar 202478.5

Jun 202467.6

Sep 202466.3

Dec 202488.8

Mar 202542.0

Jun 202561.4

Sep 202556.9

Dec 202547.5

Mar 202663.0

Jun 202675.8

10 · before the conclusion, check the blind spots

What can make this comparison misleading?

This Electrical Equipment & Parts comparison names 5 specific ways its own evidence can mislead, all listed below. 1 of the 30 companies reports on an older date than the sector's freshest reporters, so its rank is marked stale. A high growth rate can still be a low-base artefact.

Keep these limits visible

A high growth rate can be a low-base artefact. The page keeps level and change separate for that reason.
A high ROCE can be temporary or flattered by a small capital base. Read it beside margin, cash conversion and reinvestment.
The 4-Factor Sector Score ranks research priority, not portfolio action. Management quality, catalysts and risks need equally fresh evidence before capital is deployed.
An “all companies” line chart preserves completeness, but rank changes should be checked against reporting dates before drawing a conclusion.
1 company has an older fundamental reporting date than the sector’s freshest reporters; its rank carries a stale marker.

11 · evidence and freshness

How was this comparison built?

This comparison is built from the reported filings of 30 Electrical Equipment & Parts companies, normalized to a common $ scale and a shared quarter axis of up to 20 quarters each. Fundamentals run through Jun 2026 and market data through 2026-08-04. A second data feed fills gaps only after identity and scale reconciliation, and missing observations are never interpolated.

FundamentalsThrough Jun 2026 · up to 20 quarters per company

Market dataThrough 2026-08-04 · weekly price and relative-strength history

Derived metricsGrowth, changes and PEG are calculated only when their inputs are comparable.

Score confidenceMissing and stale evidence reduces confidence and pulls the 0–100 research-priority score toward neutral.

12 · questions investors ask, short speakable answers

Electrical Equipment & Parts company comparison FAQs

These 22 answers restate the Electrical Equipment & Parts comparison above in question form. Every one is computed from the same 30 companies and the same reported filings as the rankings and charts, current through Jun 2026. Price and relative-strength answers run through 2026-08-04. Nothing here is estimated, and none of it is a recommendation.

Is the Electrical Equipment & Parts sector outperforming S&P 500?

Which Electrical Equipment & Parts company is largest by revenue?

Acuity Inc. leads with revenue of $4,607 million, based on 17 of 30 comparable companies through Jun 2026.

Which Electrical Equipment & Parts company is growing fastest?

Amprius Technologies, Inc. has the fastest current revenue growth at 100%, across 15 of 30 comparable companies.

Which Electrical Equipment & Parts company has the strongest 4-Factor Sector Score?

Advanced Energy Industries, Inc. ranks first at 66.9/100 with 81.1% evidence confidence. The score prioritizes research; it is not a buy recommendation.

Which Electrical Equipment & Parts company has the lowest comparable PEG?

Espey Mfg. & Electronics Corp. has the lowest comparable PEG at 0.34, among 7 of 30 companies whose earnings and growth are steady enough for the ratio to mean anything.

How much history does this Electrical Equipment & Parts comparison include?

The page compares up to 20 reported quarters per company for fundamentals, returns and valuation, ending Jun 2026. Missing observations remain blank rather than being estimated.

How is the 4-Factor Sector Score calculated?

The four visible contributions add directly: growth and earnings up to 35 points, capital efficiency up to 25, valuation up to 20, and relative strength up to 20. Missing or stale evidence moves only the affected contribution toward neutral.

Which Electrical Equipment & Parts company is the biggest?

Acuity Inc. is the largest, with trailing-twelve-month revenue of $4,607 million, ahead of EnerSys at $3,751 million. That covers 17 of 30 companies with comparable reporting through Jun 2026.

Which Electrical Equipment & Parts company has the best profit margins?

Espey Mfg. & Electronics Corp. has the highest operating margin at 26.1%, from 27 of 30 comparable companies. Eos Energy Enterprises, Inc. shows the biggest recent improvement, at +367 percentage points. A high margin matters most when it is holding or rising, not when it is peaking.

Which Electrical Equipment & Parts company makes the most profit?

Acuity Inc. earns the most, at $473 million of trailing-twelve-month net profit, from 18 of 30 comparable companies. Advanced Energy Industries, Inc. has the fastest profit growth at 100%, though growth off a small or recovering profit base overstates how much has actually changed.

Which Electrical Equipment & Parts company earns the highest return on capital?

Powell Industries, Inc. leads on return on capital employed at 8.9%, across 30 of 30 companies. Read it beside the length of its reported history: a high return that repeats for years is evidence of a durable business, while a single high reading can be a small capital base or one good year.

Which Electrical Equipment & Parts stock is the cheapest?

On PEG — where a LOWER number is cheaper — Espey Mfg. & Electronics Corp. screens cheapest at 0.34×. Only 7 of 30 companies have earnings and growth steady enough for the ratio to mean anything, so this is not a sector-wide "cheapest stock" verdict. Cheap on a multiple is a reason to investigate, never a reason to buy on its own.

Is the Electrical Equipment & Parts sector beating the market?

Electrical Equipment & Parts has outperformed S&P 500 by 48.7% over the last 52 weeks and 10% over 13 weeks, measured on an equal-weight index of its current members. Inside the sector, 11 of 26 covered companies are beating the market on their own. Sector strength does not transfer evenly to every stock in it.

Which Electrical Equipment & Parts stock has the strongest price momentum?

FuelCell Energy, Inc. has the strongest relative strength against S&P 500. Relative strength answers last, after growth, quality and valuation: price can move well before the fundamentals confirm it, and sometimes without them confirming at all.

Which Electrical Equipment & Parts company scores highest for research priority?

Advanced Energy Industries, Inc. scores 66.9 out of 100 with 81.1% evidence confidence, from 26.6 points on growth and earnings, 13.6 on capital efficiency, 11.8 on valuation and 14.9 on relative strength. This ranks what deserves work next. It is not a buy recommendation, and management quality, catalysts and risk still need separate research.

How many Electrical Equipment & Parts companies does this comparison cover, and over what period?

It compares 30 listed companies over up to 20 reported quarters of fundamentals, ending Jun 2026, plus weekly price and relative-strength history. Membership is the full sector list — nothing is dropped for having thin data.

What is the total market cap of the Electrical Equipment & Parts sector?

The 30 Electrical Equipment & Parts companies on this page carry $331,226 million of combined market value. Vertiv Holdings Co is the largest at $103,920 million, about 31% of the sector's total on its own. Market value moves with price, so this reading is dated 2026-08-04.

What is the Electrical Equipment & Parts sector's P/E ratio?

The median price-to-earnings ratio across the 30 Electrical Equipment & Parts companies on this page is 35.3×, measured on the 20 that report a comparable figure. A sector-level history for this multiple is not held here, so this is a cross-section of today, not a comparison with the sector’s own past. Figures are as of 2026-08-04.

How is the Electrical Equipment & Parts sector performing?

11 of the 26 covered Electrical Equipment & Parts companies are beating S&P 500 on Mansfield relative strength. The sector itself is 48.7% ahead of S&P 500 over 52 weeks on an equal-weight index of its current members. Readings are as of 2026-08-04.

How many Electrical Equipment & Parts stocks are listed in the US?

This comparison covers 30 listed Electrical Equipment & Parts companies in the US, each above the size floor the site applies. The full ranked list is on this page, with reported fundamentals through Jun 2026. Membership is the full industry list — nothing is dropped for having thin data.

Why are some values on this page blank?

A blank means that company did not report a comparable figure for that period, so nothing is shown. Missing observations are never interpolated, carried forward, or replaced with a similar-looking accounting line, and a company with missing evidence has its research score pulled toward neutral rather than being scored as bad.

Is this investment advice?

No. Every figure here is a deterministic calculation from reported company filings and market data, published for research. It contains no recommendation to buy or sell any security, does not account for your circumstances, and is not a substitute for advice from a licensed adviser.