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Canadian (TSX) Electronic Equipment and Components Industry Analysis

UpdatedFeb 08, 2026
DataAggregated Company Financials
Companies17
  • 7D8.9%
  • 3M-11.1%
  • 1Y124.1%
  • YTD2.0%

In the last week, the Electronic Equipment and Components industry is up 8.9%, with Celestica up 9.7%. This takes the industry's 12 month performance to a gain of 124%. Earnings are forecast to grow by 31% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 08 Feb 2026CA$52.2bCA$17.5bCA$1.1b34.8x46.6x3x
Tue, 06 Jan 2026CA$50.3bCA$16.1bCA$931.0m34x54x3.1x
Thu, 04 Dec 2025CA$52.3bCA$16.3bCA$946.1m34.9x55.3x3.2x
Sat, 01 Nov 2025CA$58.4bCA$16.4bCA$951.3m21.2x61.4x3.6x
Mon, 29 Sep 2025CA$42.2bCA$15.3bCA$696.2m21.5x60.6x2.8x
Wed, 27 Aug 2025CA$33.4bCA$15.2bCA$703.6m21x47.4x2.2x
Fri, 25 Jul 2025CA$29.0bCA$14.3bCA$540.5m24.9x53.7x2x
Sun, 22 Jun 2025CA$23.8bCA$14.4bCA$568.6m25.4x41.8x1.7x
Tue, 20 May 2025CA$20.3bCA$14.6bCA$580.4m23.1x34.9x1.4x
Thu, 17 Apr 2025CA$15.3bCA$13.9bCA$572.4m20.5x26.8x1.1x
Sat, 15 Mar 2025CA$16.6bCA$14.4bCA$580.8m21.3x28.5x1.2x
Mon, 10 Feb 2025CA$23.7bCA$14.3bCA$573.7m21.1x41.3x1.7x
Wed, 08 Jan 2025CA$18.5bCA$13.8bCA$501.0m28.5x36.9x1.3x
Fri, 06 Dec 2024CA$16.5bCA$13.5bCA$489.9m28x33.6x1.2x
Sun, 03 Nov 2024CA$13.0bCA$13.4bCA$492.0m21.7x26.4x1x
Tue, 01 Oct 2024CA$9.4bCA$12.4bCA$459.8m16.4x20.5x0.8x
Thu, 29 Aug 2024CA$9.2bCA$12.3bCA$453.0m16.6x20.4x0.8x
Sat, 27 Jul 2024CA$9.4bCA$12.6bCA$465.9m17.5x20.2x0.7x
Mon, 24 Jun 2024CA$9.7bCA$11.7bCA$421.4m17.8x23x0.8x
Wed, 22 May 2024CA$8.9bCA$11.6bCA$420.7m17x21.2x0.8x
Fri, 19 Apr 2024CA$8.8bCA$12.4bCA$374.5m16x23.5x0.7x
Sun, 17 Mar 2024CA$8.8bCA$12.1bCA$373.3m20.1x23.7x0.7x
Tue, 13 Feb 2024CA$7.7bCA$12.1bCA$368.6m18x20.8x0.6x
Thu, 11 Jan 2024CA$5.9bCA$11.9bCA$301.4m17x19.7x0.5x
Sat, 09 Dec 2023CA$5.7bCA$12.1bCA$308.7m15.8x18.4x0.5x
Mon, 06 Nov 2023CA$5.6bCA$12.2bCA$276.3m13.1x20.4x0.5x
Wed, 04 Oct 2023CA$5.5bCA$12.1bCA$227.0m13.6x24.2x0.5x
Fri, 01 Sep 2023CA$5.3bCA$11.9bCA$208.2m15.6x25.3x0.4x
Sun, 30 Jul 2023CA$4.3bCA$11.7bCA$190.3m14.7x22.8x0.4x
Tue, 27 Jun 2023CA$3.8bCA$11.4bCA$167.3m12.4x22.6x0.3x
Thu, 25 May 2023CA$3.5bCA$11.7bCA$173.9m11.9x20x0.3x
Sat, 22 Apr 2023CA$3.6bCA$11.3bCA$158.7m12x22.9x0.3x
Mon, 20 Mar 2023CA$3.5bCA$11.5bCA$153.2m11.6x22.8x0.3x
Wed, 15 Feb 2023CA$3.9bCA$11.2bCA$109.1m12.5x36.1x0.4x
Price to Earnings Ratio

36.1x


Total Market Cap: CA$3.9bTotal Earnings: CA$109.1mTotal Revenue: CA$11.2bTotal Market Cap vs Earnings and Revenue0%0%0%
Canadian Electronic Equipment and Components Industry Price to Earnings3Y Average 133.2x202420252026
Current Industry PE
  • Investors are pessimistic on the Canadian Electronic industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 44.5x which is lower than its 3-year average PE of 133x.
  • The industry is trading close to its 3-year average PS ratio of 2.7x.
Past Earnings Growth
  • The earnings for companies in the Electronic industry have grown 117% per year over the last three years.
  • Revenues for these companies have grown 16% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

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

CA Market2.10%
Tech-0.98%
Electronic Equipment and Components8.86%
Electronic Manufacturing Services9.61%
Electronic Equipment and Instruments-0.20%
Electronic Components-3.70%
Technology Distributors-15.38%
Industry PE
  • Investors are most optimistic about the Electronic Manufacturing Services industry which is trading above its 3-year average PE ratio of 25.3x.
    • Analysts are expecting annual earnings growth of 28.3%, which is lower than the prior year's growth of 65.4% per year.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Equipment and Instruments industry, expecting annual earnings growth of 70% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the Electronic Manufacturing Services industry is expected to see its earnings grow by 28% 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
CLS CelesticaCA$419.629.7%
+CA$4.3b		126.5%PE42.4x
PNG Kraken RoboticsCA$8.101.5%
+CA$37.2m		211.5%PE150.8x
FTG Firan Technology GroupCA$15.002.8%
+CA$10.3m		79.2%PE27.2x
BYL Baylin TechnologiesCA$0.276.0%
+CA$2.4m		-17.2%PS0.5x
WIFI American AiresCA$0.0525.0%
+CA$1.0m		-72.2%PS0.2x

Latest News

CLS
CA$419.62
Celestica
7D
9.7%
1Y
126.5%

CLS: Index Inclusions And AI Storage Platform Will Support Future Upside

Analysts have raised their fair value estimate for Celestica from US$555.29 to US$556.49, citing updated assumptions around revenue growth, profit margins, discount rate, and future P/E as the main drivers of the new target. What's in the News Celestica issued earnings guidance for the first quarter of 2026, projecting revenue between US$3.85b and US$4.15b, with growth of 51% at the midpoint (Corporate guidance).
FTG
CA$15.00
Firan Technology Group
7D
2.8%
1Y
79.2%
JTC
CA$1.56
JEMTEC
7D
22.8%
1Y
88.0%
GRID
CA$5.50
Tantalus Systems Holding
7D
-4.5%
1Y
173.6%

Grid Modernization Demand Will Support Recurring Revenue While Hardware Margins Remain Constrained

Catalysts About Tantalus Systems Holding Tantalus Systems Holding provides connected devices, software applications and services that help electric utilities modernize and manage their distribution grids. What are the underlying business or industry changes driving this perspective?
WIFI
CA$0.05
American Aires
7D
25.0%
1Y
-72.2%

American Aires Inc. (CSE:WIFI) Soars 33% But It's A Story Of Risk Vs Reward

Jan 31
American Aires Inc. (CSE:WIFI) Soars 33% But It's A Story Of Risk Vs Reward
GSI
CA$1.68
Gatekeeper Systems
7D
-1.2%
1Y
223.1%
DDD
CA$0.89
Metavista3D
7D
-15.2%
1Y
-49.4%
PNG
CA$8.10
Kraken Robotics
7D
1.5%
1Y
211.5%
AETH
CA$0.38
Aether Global Innovations
7D
8.6%
1Y
8.6%
SKUR
CA$0.055
Sekur Private Data
7D
-15.4%
1Y
120.0%
INEO
CA$0.01
INEO Tech
7D
-33.3%
1Y
-87.5%
BLN
CA$5.95
Blackline Safety
7D
-4.0%
1Y
-20.1%
EDY
CA$1.77
Eddy Smart Home Solutions
7D
-10.6%
1Y
-33.5%
HYLQ
CA$0.85
HYLQ Strategy
7D
-9.6%
1Y
-50.0%
BYL
CA$0.27
Baylin Technologies
7D
6.0%
1Y
-17.2%