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Australian (ASX) Electronic Equipment and Components Industry Analysis

UpdatedJun 25, 2026
DataAggregated Company Financials
Companies13
  • 7D0.8%
  • 3M25.8%
  • 1Y89.3%
  • YTD39.6%

In the last week, the Electronic Equipment and Components industry is flat overall, with Elsight standing out by going down 6.1%. As for the the longer term, the industry is up 89% over the past 12 months. As for the next few years, earnings are expected to grow by 20% 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, 25 Jun 2026AU$12.3bAU$3.7bAU$46.1m44x267.5x3.3x
Sat, 23 May 2026AU$10.8bAU$3.7bAU$49.3m41.6x218.8x2.9x
Mon, 20 Apr 2026AU$10.1bAU$3.7bAU$50.0m35.9x201.8x2.7x
Wed, 18 Mar 2026AU$9.7bAU$3.7bAU$48.6m37.1x200.7x2.6x
Fri, 13 Feb 2026AU$9.9bAU$3.4bAU$61.0m62.2x163x2.9x
Sun, 11 Jan 2026AU$10.5bAU$3.4bAU$54.6m64.8x191.9x3x
Tue, 09 Dec 2025AU$9.0bAU$3.4bAU$53.7m54.6x167x2.6x
Thu, 06 Nov 2025AU$9.6bAU$3.4bAU$51.2m61.3x187.5x2.8x
Sat, 04 Oct 2025AU$9.0bAU$3.4bAU$53.3m54.8x168.7x2.6x
Mon, 01 Sep 2025AU$8.7bAU$3.4bAU$44.4m54.3x196.5x2.5x
Wed, 30 Jul 2025AU$6.8bAU$3.2bAU$20.6m30.9x329x2.1x
Fri, 27 Jun 2025AU$6.4bAU$3.2bAU$21.1m29.4x302.1x2x
Sun, 25 May 2025AU$6.0bAU$3.2bAU$20.3m27.4x295.3x1.9x
Tue, 22 Apr 2025AU$5.2bAU$3.2bAU$18.7m24.4x277.8x1.6x
Thu, 20 Mar 2025AU$5.4bAU$3.2bAU$16.9m25.1x322.6x1.7x
Sat, 15 Feb 2025AU$5.9bAU$3.1bAU$56.7m28.7x104.3x1.9x
Mon, 13 Jan 2025AU$5.7bAU$3.1bAU$54.0m27.2x105.6x1.8x
Wed, 11 Dec 2024AU$5.7bAU$3.1bAU$51.6m27.3x110.7x1.8x
Fri, 08 Nov 2024AU$5.9bAU$3.1bAU$54.5m27.3x107.8x1.9x
Sun, 06 Oct 2024AU$6.0bAU$3.1bAU$56.5m27.9x105.3x1.9x
Tue, 03 Sep 2024AU$5.8bAU$3.2bAU$56.4m27.5x103.1x1.8x
Thu, 01 Aug 2024AU$6.1bAU$3.1bAU$64.4m27.1x95x2x
Sat, 29 Jun 2024AU$5.8bAU$3.1bAU$66.4m25.2x88x1.9x
Mon, 27 May 2024AU$5.7bAU$3.1bAU$66.0m22.8x85.9x1.8x
Wed, 24 Apr 2024AU$6.2bAU$3.1bAU$56.8m25.1x108.9x2x
Fri, 22 Mar 2024AU$6.6bAU$3.1bAU$58.6m25.3x113x2.1x
Sun, 18 Feb 2024AU$5.9bAU$4.0bAU$38.2m24.4x155.5x1.5x
Tue, 16 Jan 2024AU$5.8bAU$4.1bAU$25.9m22.7x224.3x1.4x
Thu, 14 Dec 2023AU$5.8bAU$4.1bAU$24.6m23.1x236.4x1.4x
Sat, 11 Nov 2023AU$5.4bAU$4.1bAU$22.0m21x244.2x1.3x
Mon, 09 Oct 2023AU$5.4bAU$4.2b-AU$26,810,457.0021.6x-199.9x1.3x
Wed, 06 Sep 2023AU$5.5bAU$4.2b-AU$27,062,080.0021.2x-204.9x1.3x
Fri, 04 Aug 2023AU$4.9bAU$4.2b-AU$43,514,651.0019.8x-111.7x1.2x
Sun, 02 Jul 2023AU$4.9bAU$4.2b-AU$40,733,189.0020.2x-120.8x1.2x
Price to Earnings Ratio

-120.8x


Total Market Cap: AU$4.9bTotal Earnings: -AU$40,733,189.00Total Revenue: AU$4.2bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Electronic Equipment and Components Industry Price to Earnings3Y Average 145.2x202420252026
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 267x which is higher than its 3-year average PE of 145x.
  • The 3-year average PS ratio of 2.0x is lower than the industry's current PS ratio of 3.3x.
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 4.0% 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-1.77%
Tech-4.39%
Electronic Equipment and Components0.84%
Electronic Manufacturing Services32.03%
Technology Distributors2.71%
Electronic Equipment and Instruments0.026%
Electronic Components-12.28%
Industry PE
  • Investors are most optimistic about the Technology Distributors industry which is trading above its 3-year average PE ratio of 22.0x.
    • Analysts are expecting annual earnings growth of 7.4%, which is lower than the prior year's growth of 8.8% per year.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Manufacturing Services industry, expecting annual earnings growth of 45% over the next 5 years.
  • In contrast, the Technology Distributors industry is expected to see its earnings grow by 7.4% 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
CDA CodanAU$43.990.8%
+AU$67.3m		120.8%PE62.2x
AD8 Audinate GroupAU$2.2629.1%
+AU$43.0m		-68.3%PS2.9x
DDR Dicker DataAU$12.390.3%
+AU$7.2m		55.7%PE26.2x
X2M X2M ConnectAU$0.00525.0%
+AU$1.6m		-70.6%PS1x
CT1 Constellation TechnologiesAU$0.002525.0%
+AU$737.4k		25.0%PS2.1x

Latest News

AVA
AU$0.037
AVA Risk Group
7D
-5.1%
1Y
-64.8%
DDR
AU$12.39
Dicker Data
7D
0.3%
1Y
55.7%
Narrative Update • Jun 24

DDR: AI Security Partnerships And Data Centers Will Support Balanced Returns

Analysts have kept their A$11.21 price target for Dicker Data broadly unchanged, citing only slight tweaks to the discount rate, long term revenue growth, profit margin and future P/E assumptions rather than any shift in the core outlook. What’s in the News for Dicker Data CrowdStrike expanded its Managed Security Service Provider go to market strategy across Japan and Asia Pacific, with Dicker Data named as a key distributor partner helping broaden access to the CrowdStrike Falcon platform for small and medium sized businesses.
HYD
AU$0.004
Hydrix
7D
0%
1Y
-69.2%
NVX
AU$0.15
NOVONIX
7D
-13.9%
1Y
-59.2%
TZL
AU$0.022
TZ
7D
-24.1%
1Y
-56.0%
AD8
AU$2.26
Audinate Group
7D
29.1%
1Y
-68.3%
Narrative Update • Jun 22

AD8: Stable Margins And Refined Assumptions Will Support A Stronger Future

Analysts have modestly adjusted their price target on Audinate Group, citing small tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions. The change is framed within an updated fair value view of around A$3.00 per share.
ELS
AU$7.10
Elsight
7D
-8.7%
1Y
370.2%
Analysis Article • Jun 21

Elsight (ASX:ELS) Shares Could Be 4% Undervalued After Canaccord Starts Coverage

Canaccord Genuity has initiated coverage on Elsight (ASX:ELS), highlighting the company’s role in connectivity solutions for drones and autonomous systems as defence spending by NATO countries responds to ongoing geopolitical tensions in Europe. See our latest analysis for Elsight. At the latest share price of A$7.88, Elsight has seen a 1-day share price return of 1.29% and a 30-day share price return of 38.98%. The 1-year total shareholder return is very large, signalling strong momentum...
RWL
AU$0.061
Rubicon Water
7D
1.7%
1Y
-59.3%
CDA
AU$43.99
Codan
7D
0.8%
1Y
120.8%
Narrative Update • Jun 15

CDA: Future Returns Will Balance Defence Communications Demand And Execution Risks

Analysts have slightly increased their Codan price target to A$42.61 from A$42.34, reflecting updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E that remain broadly consistent with prior expectations. What's in the News Codan reported strong first half FY26 results, with revenue and profit growth supporting an upgrade to full year guidance, according to coverage on 3 June 2026.
X2M
AU$0.005
X2M Connect
7D
25.0%
1Y
-70.6%
DTZ
AU$0.029
Dotz Nano
7D
-14.7%
1Y
-25.6%
NVU
AU$0.05
Nanoveu
7D
-9.1%
1Y
22.0%
RKT
AU$0.021
RocketDNA
7D
-16.0%
1Y
90.9%
AMO
AU$0.094
Ambertech
7D
-6.0%
1Y
-35.2%
CT1
AU$0.0025
Constellation Technologies
7D
25.0%
1Y
25.0%