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Australian (ASX) Electronic Equipment and Components Industry Analysis
UpdatedAug 26, 2025
DataAggregated Company Financials
Companies15
- 7D13.4%
- 3M40.4%
- 1Y36.1%
- YTD41.2%
In the last week, the Electronic Equipment and Components industry is up 13%, with Codan up 22%. During this same period, the Elsight underperformed, falling 9.4%. This means that the industry has gained 36% over the past year. As for the next few years, earnings are expected to grow by 16% per annum.
Industry Valuation and Performance
Has the Australian Electronic Equipment and Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 26 Aug 2025 | AU$8.5b | AU$3.3b | AU$37.8m | 20.4x | 223.7x | 2.6x |
| Thu, 24 Jul 2025 | AU$6.8b | AU$3.2b | AU$22.1m | 30.5x | 305.8x | 2.1x |
| Sat, 21 Jun 2025 | AU$6.4b | AU$3.2b | AU$20.1m | 29.6x | 318.2x | 2x |
| Mon, 19 May 2025 | AU$5.9b | AU$3.2b | AU$18.4m | 27x | 321.6x | 1.9x |
| Wed, 16 Apr 2025 | AU$5.2b | AU$3.2b | AU$17.5m | 24.6x | 299.8x | 1.6x |
| Fri, 14 Mar 2025 | AU$5.3b | AU$3.2b | AU$15.8m | 24x | 332.1x | 1.6x |
| Sun, 09 Feb 2025 | AU$5.9b | AU$3.1b | AU$55.8m | 28.4x | 105.3x | 1.9x |
| Tue, 07 Jan 2025 | AU$5.7b | AU$3.1b | AU$56.0m | 27.1x | 101.8x | 1.8x |
| Thu, 05 Dec 2024 | AU$5.8b | AU$3.1b | AU$51.8m | 27.6x | 112.6x | 1.9x |
| Sat, 02 Nov 2024 | AU$5.8b | AU$3.1b | AU$53.8m | 27.3x | 108.7x | 1.9x |
| Mon, 30 Sep 2024 | AU$6.1b | AU$3.1b | AU$57.7m | 28.7x | 105.5x | 1.9x |
| Wed, 28 Aug 2024 | AU$5.9b | AU$3.2b | AU$67.2m | 27.9x | 88.5x | 1.9x |
| Fri, 26 Jul 2024 | AU$5.9b | AU$3.1b | AU$64.9m | 25.8x | 91.4x | 1.9x |
| Sun, 23 Jun 2024 | AU$5.8b | AU$3.1b | AU$66.2m | 24.6x | 87.5x | 1.9x |
| Tue, 21 May 2024 | AU$5.7b | AU$3.1b | AU$66.7m | 23x | 84.8x | 1.8x |
| Thu, 18 Apr 2024 | AU$6.2b | AU$3.1b | AU$56.3m | 24.6x | 110.6x | 2x |
| Sat, 16 Mar 2024 | AU$6.7b | AU$4.0b | AU$52.4m | 25.8x | 127.6x | 1.7x |
| Mon, 12 Feb 2024 | AU$5.6b | AU$3.9b | AU$33.0m | 24.8x | 168.4x | 1.4x |
| Wed, 10 Jan 2024 | AU$5.8b | AU$4.1b | AU$26.2m | 22.5x | 219.9x | 1.4x |
| Fri, 08 Dec 2023 | AU$5.8b | AU$4.1b | AU$24.7m | 22.8x | 232.9x | 1.4x |
| Sun, 05 Nov 2023 | AU$5.4b | AU$4.1b | AU$24.0m | 21.4x | 223.4x | 1.3x |
| Tue, 03 Oct 2023 | AU$5.4b | AU$4.2b | -AU$26,591,432.00 | 20.8x | -202.2x | 1.3x |
| Thu, 31 Aug 2023 | AU$5.4b | AU$4.2b | -AU$27,761,425.00 | 21.3x | -194.8x | 1.3x |
| Sat, 29 Jul 2023 | AU$4.8b | AU$4.2b | -AU$40,777,320.00 | 19.5x | -117.3x | 1.1x |
| Mon, 26 Jun 2023 | AU$4.7b | AU$4.2b | -AU$40,330,609.00 | 19.6x | -116.9x | 1.1x |
| Wed, 24 May 2023 | AU$4.8b | AU$4.2b | -AU$49,691,924.00 | 21.1x | -97.6x | 1.2x |
| Fri, 21 Apr 2023 | AU$4.7b | AU$4.2b | -AU$65,719,501.00 | 19.9x | -71.2x | 1.1x |
| Sun, 19 Mar 2023 | AU$4.5b | AU$4.2b | -AU$58,635,926.00 | 20.3x | -76.8x | 1.1x |
| Tue, 14 Feb 2023 | AU$4.8b | AU$4.0b | -AU$28,113,075.00 | 58.5x | -169.3x | 1.2x |
| Thu, 12 Jan 2023 | AU$5.1b | AU$4.0b | -AU$30,327,099.00 | 54.3x | -167.1x | 1.3x |
| Sat, 10 Dec 2022 | AU$4.9b | AU$4.0b | -AU$31,907,453.00 | 54.3x | -153x | 1.2x |
| Mon, 07 Nov 2022 | AU$5.4b | AU$4.0b | -AU$17,461,788.00 | 48.8x | -308.2x | 1.4x |
| Wed, 05 Oct 2022 | AU$5.4b | AU$4.0b | -AU$16,577,114.00 | 54.7x | -324.7x | 1.4x |
| Fri, 02 Sep 2022 | AU$5.9b | AU$4.0b | -AU$15,397,106.00 | 38.7x | -381x | 1.5x |
Price to Earnings Ratio
-381x
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 224x which is higher than its 3-year average PE of 53.1x.
- The 3-year average PS ratio of 1.6x is lower than the industry's current PS ratio of 2.6x.
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 6.3% 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 Market | 0.018% | |
| Tech | 0.015% | |
| Electronic Equipment and Components | 13.42% | |
| Electronic Equipment and Instruments | 18.00% | |
| Electronic Manufacturing Services | 2.49% | |
| Technology Distributors | 1.76% | |
| Electronic Components | 0.54% | |
Industry PE
- Investors are most optimistic about the Technology Distributors industry, which is trading close to its 3-year average PE ratio of 22.5x.
- Analysts are expecting annual earnings growth of 9.1%, which is higher than its past year's earnings decline of 4.2% per year.
Forecasted Growth
- Analysts are most optimistic on the Electronic Manufacturing Services industry, expecting annual earnings growth of 30% over the next 5 years.
- In contrast, the Technology Distributors industry is expected to see its earnings grow by 9.1% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CDA Codan | AU$30.60 | 25.9% +AU$1.1b | 104.5% | PE53.7x | |
| NVX NOVONIX | AU$0.54 | 16.3% +AU$50.2m | -12.3% | PS37.9x | |
| DDR Dicker Data | AU$8.86 | 0.5% +AU$7.2m | -13.1% | PE20.3x | |
| SMN Structural Monitoring Systems | AU$0.54 | 7.0% +AU$5.4m | -23.0% | PS3x | |
| RWL Rubicon Water | AU$0.19 | 11.8% +AU$4.9m | -25.5% | PS0.7x |