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Australian (ASX) Electronic Equipment and Components Industry Analysis

UpdatedJun 28, 2026
DataAggregated Company Financials
Companies13
  • 7D-1.9%
  • 3M29.7%
  • 1Y81.4%
  • YTD36.7%

Over the last 7 days, the Electronic Equipment and Components industry has dropped 1.9%, driven by Elsight declining 15%. This takes the industry's 12 month performance to a gain of 81%. 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
Sun, 28 Jun 2026AU$12.1bAU$3.7bAU$46.3m43.8x262.4x3.3x
Tue, 26 May 2026AU$10.9bAU$3.7bAU$50.0m42.1x218.2x3x
Thu, 23 Apr 2026AU$10.4bAU$3.7bAU$49.9m37.5x208.7x2.8x
Sat, 21 Mar 2026AU$9.6bAU$3.7bAU$48.5m36.7x198.6x2.6x
Mon, 16 Feb 2026AU$9.6bAU$3.4bAU$60.2m60.1x159.9x2.8x
Wed, 14 Jan 2026AU$10.4bAU$3.4bAU$54.8m65x189.8x3x
Fri, 12 Dec 2025AU$8.9bAU$3.4bAU$54.1m53.6x164.2x2.6x
Sun, 09 Nov 2025AU$9.3bAU$3.4bAU$51.5m59x180.1x2.7x
Tue, 07 Oct 2025AU$8.9bAU$3.4bAU$53.1m53.4x168.3x2.6x
Thu, 04 Sep 2025AU$8.6bAU$3.4bAU$44.1m52.4x195.1x2.5x
Sat, 02 Aug 2025AU$6.9bAU$3.2bAU$18.9m32x366.6x2.2x
Mon, 30 Jun 2025AU$6.5bAU$3.2bAU$20.9m29.6x311x2x
Wed, 28 May 2025AU$6.0bAU$3.2bAU$19.2m27.3x310.5x1.9x
Fri, 25 Apr 2025AU$5.4bAU$3.2bAU$18.0m25.1x299.2x1.7x
Sun, 23 Mar 2025AU$5.6bAU$3.2bAU$15.6m26x362x1.8x
Tue, 18 Feb 2025AU$6.2bAU$3.1bAU$50.1m29.2x123.4x2x
Thu, 16 Jan 2025AU$5.7bAU$3.1bAU$54.8m27.1x103.4x1.8x
Sat, 14 Dec 2024AU$5.6bAU$3.1bAU$51.3m27.1x110x1.8x
Mon, 11 Nov 2024AU$6.0bAU$3.1bAU$53.9m27.8x110.6x1.9x
Wed, 09 Oct 2024AU$6.0bAU$3.1bAU$55.8m28.2x107.9x1.9x
Fri, 06 Sep 2024AU$5.7bAU$3.2bAU$55.8m27x102.3x1.8x
Sun, 04 Aug 2024AU$5.9bAU$3.1bAU$64.7m26.5x91.6x1.9x
Tue, 02 Jul 2024AU$5.7bAU$3.1bAU$66.6m24.7x86.3x1.8x
Thu, 30 May 2024AU$5.4bAU$3.1bAU$66.1m22.8x82.2x1.7x
Sat, 27 Apr 2024AU$6.2bAU$3.1bAU$57.8m24.9x106.7x2x
Mon, 25 Mar 2024AU$6.5bAU$3.1bAU$57.6m25.1x112.5x2.1x
Wed, 21 Feb 2024AU$6.0bAU$4.0bAU$38.2m24.8x156x1.5x
Fri, 19 Jan 2024AU$5.6bAU$4.1bAU$24.7m21.8x227.9x1.4x
Sun, 17 Dec 2023AU$5.9bAU$4.1bAU$26.3m23.1x222.9x1.4x
Tue, 14 Nov 2023AU$5.4bAU$4.1bAU$22.3m21.3x241x1.3x
Thu, 12 Oct 2023AU$5.4bAU$4.2b-AU$26,195,504.0021.8x-208x1.3x
Sat, 09 Sep 2023AU$5.3bAU$4.2b-AU$26,430,280.0021x-201.3x1.3x
Mon, 07 Aug 2023AU$4.9bAU$4.2b-AU$42,718,640.0020.7x-115.2x1.2x
Wed, 05 Jul 2023AU$4.9bAU$4.2b-AU$40,266,562.0020.7x-120.8x1.2x
Price to Earnings Ratio

-120.8x


Total Market Cap: AU$4.9bTotal Earnings: -AU$40,266,562.00Total Revenue: AU$4.2bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Electronic Equipment and Components Industry Price to Earnings3Y Average 146.3x202420252026
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 262x which is higher than its 3-year average PE of 146x.
  • 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-0.91%
Tech-5.26%
Electronic Equipment and Components-1.93%
Electronic Manufacturing Services0.90%
Technology Distributors-0.62%
Electronic Equipment and Instruments-2.21%
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$43.490.8%
+AU$63.7m		116.6%PE61.5x
AD8 Audinate GroupAU$2.250.9%
+AU$1.7m		-69.6%PS2.9x
RWL Rubicon WaterAU$0.06210.7%
+AU$1.4m		-58.7%PS0.2x
SP3 SpecturAU$0.0129.1%
+AU$414.7k		0%PS0.6x
AMO AmbertechAU$0.0944.4%
+AU$381.6k		-39.4%PS0.09x

Latest News

ELS
AU$6.73
Elsight
7D
-14.6%
1Y
307.9%
Narrative Update • Jun 26

ELS: European Defence Demand Will Drive Future Connectivity Upside

Analysts have updated their price target for Elsight to A$9.56 from A$1.99, citing revised assumptions around discount rates, revenue growth, profit margins and future P/E multiples. What’s in the News for Elsight Canaccord Genuity initiated coverage on Elsight, describing it as a provider of connectivity solutions for drones, autonomous systems and other mission critical applications, according to FNArena.
DDR
AU$12.35
Dicker Data
7D
-0.6%
1Y
53.8%
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$0.003
Hydrix
7D
-25.0%
1Y
-76.9%
NVX
AU$0.15
NOVONIX
7D
-14.3%
1Y
-62.5%
TZL
AU$0.025
TZ
7D
-13.8%
1Y
-51.9%
AD8
AU$2.25
Audinate Group
7D
0.9%
1Y
-69.6%
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.
RWL
AU$0.062
Rubicon Water
7D
10.7%
1Y
-58.7%
CDA
AU$43.49
Codan
7D
0.8%
1Y
116.6%
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$0.0045
X2M Connect
7D
-10.0%
1Y
-71.9%
NVU
AU$0.05
Nanoveu
7D
-12.3%
1Y
22.0%
RKT
AU$0.021
RocketDNA
7D
-12.5%
1Y
90.9%
AMO
AU$0.094
Ambertech
7D
4.4%
1Y
-39.4%
SP3
AU$0.012
Spectur
7D
9.1%
1Y
0%