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Australian (ASX) Electronic Equipment and Components Industry Analysis

UpdatedFeb 26, 2026
DataAggregated Company Financials
Companies14
  • 7D-0.3%
  • 3M10.4%
  • 1Y68.3%
  • YTD11.1%

The Electronic Equipment and Components is pretty flat in the last 7 days, but Elsight has stood out, gaining 12%. As for the the longer term, the industry is up 64% over the past 12 months. As for the next few years, earnings are expected to grow by 21% per annum.

Industry Valuation and Performance

Has the Australian Electronic Equipment and Components Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 26 Feb 2026AU$9.8bAU$3.5bAU$77.0m48.6x127.5x2.8x
Sat, 24 Jan 2026AU$11.1bAU$3.4bAU$57.1m69.3x193.6x3.2x
Mon, 22 Dec 2025AU$8.7bAU$3.4bAU$53.4m49.8x162.2x2.5x
Wed, 19 Nov 2025AU$8.7bAU$3.4bAU$51.7m53.8x168.1x2.5x
Fri, 17 Oct 2025AU$9.6bAU$3.4bAU$51.7m58.8x186.1x2.8x
Sun, 14 Sep 2025AU$8.7bAU$3.4bAU$54.0m54.4x161.5x2.5x
Tue, 12 Aug 2025AU$7.6bAU$3.2bAU$20.8m34.4x363.5x2.4x
Thu, 10 Jul 2025AU$6.3bAU$3.2bAU$20.8m28.9x301.1x2x
Sat, 07 Jun 2025AU$6.1bAU$3.2bAU$20.2m27.8x299.3x1.9x
Mon, 05 May 2025AU$5.6bAU$3.2bAU$19.3m26.1x288x1.7x
Wed, 02 Apr 2025AU$5.4bAU$3.2bAU$15.0m25.2x361.1x1.7x
Fri, 28 Feb 2025AU$5.8bAU$3.2bAU$57.6m31.4x100.8x1.8x
Sun, 26 Jan 2025AU$5.7bAU$3.1bAU$56.3m27.4x101.4x1.8x
Tue, 24 Dec 2024AU$5.8bAU$3.1bAU$49.6m27.7x116.6x1.8x
Thu, 21 Nov 2024AU$5.9bAU$3.1bAU$52.9m27.3x110.7x1.9x
Sat, 19 Oct 2024AU$6.0bAU$3.1bAU$55.5m27.8x108.2x1.9x
Mon, 16 Sep 2024AU$5.6bAU$3.1bAU$55.4m26.7x101.9x1.8x
Wed, 14 Aug 2024AU$5.4bAU$3.1bAU$65.6m26.3x82.1x1.7x
Fri, 12 Jul 2024AU$6.0bAU$3.1bAU$67.5m25.9x88.2x1.9x
Sun, 09 Jun 2024AU$5.7bAU$3.1bAU$65.4m23.7x86.6x1.8x
Tue, 07 May 2024AU$6.0bAU$3.1bAU$66.0m24.3x91.6x1.9x
Thu, 04 Apr 2024AU$6.3bAU$3.1bAU$57.5m24.5x109.7x2x
Sat, 02 Mar 2024AU$6.6bAU$4.0bAU$60.9m27.2x109x1.7x
Mon, 29 Jan 2024AU$5.7bAU$4.1bAU$24.9m21.5x229.3x1.4x
Wed, 27 Dec 2023AU$5.7bAU$4.1bAU$27.4m22.7x208.9x1.4x
Fri, 24 Nov 2023AU$5.6bAU$4.1bAU$24.7m22.1x226.1x1.4x
Sun, 22 Oct 2023AU$5.4bAU$4.2b-AU$28,377,319.0021.2x-191.5x1.3x
Tue, 19 Sep 2023AU$5.4bAU$4.2b-AU$25,562,609.0021.3x-212.9x1.3x
Thu, 17 Aug 2023AU$5.1bAU$4.2b-AU$45,463,504.0020.7x-111.7x1.2x
Sat, 15 Jul 2023AU$4.9bAU$4.2b-AU$36,496,950.0020.5x-135.1x1.2x
Mon, 12 Jun 2023AU$5.0bAU$4.2b-AU$47,095,840.0021.1x-106.9x1.2x
Wed, 10 May 2023AU$4.8bAU$4.2b-AU$65,030,573.0020.5x-73.7x1.2x
Fri, 07 Apr 2023AU$4.5bAU$4.2b-AU$66,766,376.0020.4x-67.7x1.1x
Sun, 05 Mar 2023AU$4.7bAU$4.2b-AU$65,474,221.0067.1x-72.4x1.1x
Price to Earnings Ratio

-72.4x


Total Market Cap: AU$4.7bTotal Earnings: -AU$65,474,221.00Total Revenue: AU$4.2bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Electronic Equipment and Components Industry Price to Earnings3Y Average 112.7x202420252026
Current Industry PE
  • Investors are optimistic on the Australian Electronic industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 128x which is higher than its 3-year average PE of 112x.
  • The 3-year average PS ratio of 1.8x is lower than the industry's current PS ratio of 2.8x.
Past Earnings Growth
  • Total earnings for the Electronic industry have gone up over the last three years and the industry is now profitable.
  • Revenues have declined 5.3% per year.
  • This means that less sales are being generated overall, but since the cost of doing business is lower, profits have been increasing.

Industry Trends

Which industries have driven the changes within the Australian Tech industry?

AU Market1.42%
Tech-2.59%
Electronic Equipment and Components-0.25%
Electronic Equipment and Instruments0.59%
Technology Distributors-1.47%
Electronic Components-5.41%
Electronic Manufacturing Services-12.61%
Industry PE
  • Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 23.1%, which is lower than the prior year's growth of 43.9% per year.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Manufacturing Services industry, expecting annual earnings growth of 42% over the next 5 years.
  • In contrast, the Technology Distributors industry is expected to see its earnings grow by 8.4% 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
ELS ElsightAU$4.0812.1%
+AU$96.7m		1,049.3%PS109.8x
RWL Rubicon WaterAU$0.182.9%
+AU$1.2m		-28.0%PS0.6x
RKT RocketDNAAU$0.0264.0%
+AU$1.2m		136.4%PS4.3x
AMO AmbertechAU$0.157.1%
+AU$954.0k		11.1%PE17x
AVA AVA Risk GroupAU$0.0573.6%
+AU$582.2k		-43.0%PS0.5x

Latest News

AMO
AU$0.15
Ambertech
7D
7.1%
1Y
11.1%
CDA
AU$34.36
Codan
7D
-0.8%
1Y
124.0%

CDA: Premium P/E Will Likely Strain On Reliance On Two Growth Engines

Narrative Update on Codan Analysts have lifted their price target for Codan by A$1.22 to reflect a slightly higher fair value estimate, supported by expectations that Minelab Africa and the Unmanned segment can continue to outperform and support a premium P/E multiple. Analyst Commentary Goldman Sachs has resumed coverage on Codan with a Buy rating and an A$38.50 price target, pointing to what it sees as a supportive medium term growth profile and the potential for Minelab Africa and the Unmanned segment to keep outperforming expectations.
AD8
AU$3.05
Audinate Group
7D
-12.6%
1Y
-65.9%

AD8: Updated Assumptions Will Temper Expectations While Shares Are Set To Remain Fairly Valued

Analysts have lowered their price target on Audinate Group to A$3.20 from A$4.30, citing updated assumptions for revenue growth, profit margins, the discount rate and future P/E multiples. Valuation Changes Fair Value: reduced from A$4.30 to A$3.20, reflecting a lower assessed share valuation.
SMN
AU$0.39
Structural Monitoring Systems
7D
-4.9%
1Y
-14.3%

Returns Are Gaining Momentum At Structural Monitoring Systems (ASX:SMN)

Feb 11
Returns Are Gaining Momentum At Structural Monitoring Systems (ASX:SMN)
RWL
AU$0.18
Rubicon Water
7D
2.9%
1Y
-28.0%
ELS
AU$4.08
Elsight
7D
12.1%
1Y
1,049.3%
AVA
AU$0.057
AVA Risk Group
7D
3.6%
1Y
-43.0%
DDR
AU$10.28
Dicker Data
7D
-1.5%
1Y
19.5%
NVU
AU$0.07
Nanoveu
7D
-5.4%
1Y
66.7%
RKT
AU$0.026
RocketDNA
7D
4.0%
1Y
136.4%
SP3
AU$0.021
Spectur
7D
-4.5%
1Y
61.5%
DTI
AU$0.011
DTI Group
7D
-8.3%
1Y
n/a
TZL
AU$0.04
TZ
7D
-2.4%
1Y
-35.5%