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Canadian (TSX) Electronic Equipment and Components Industry Analysis

UpdatedJun 13, 2026
DataAggregated Company Financials
Companies17
  • 7D5.3%
  • 3M45.6%
  • 1Y207.2%
  • YTD31.3%

Over the last 7 days, the Electronic Equipment and Components industry has dropped 9.0%, driven by a pullback from Kraken Robotics of 6.9%. Meanwhile, Celestica actually outperformed within the industry, gaining 6.1% in the last week. Over the past 12 months, the industry was up 189%. Looking forward, earnings are forecast to grow by 33% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 13 Jun 2026CA$66.0bCA$19.9bCA$1.3b39.7x50.6x3.3x
Mon, 11 May 2026CA$63.2bCA$19.4bCA$1.3b42.2x49.5x3.3x
Wed, 08 Apr 2026CA$51.1bCA$17.8bCA$1.1b41x44.9x2.9x
Fri, 06 Mar 2026CA$47.0bCA$17.5bCA$1.1b37.2x41.8x2.7x
Sun, 01 Feb 2026CA$48.0bCA$17.4bCA$1.1b32.6x42.9x2.8x
Tue, 30 Dec 2025CA$51.3bCA$16.0bCA$927.7m34.8x55.3x3.2x
Thu, 27 Nov 2025CA$56.7bCA$16.4bCA$955.0m20x59.4x3.5x
Sat, 25 Oct 2025CA$49.4bCA$15.4bCA$699.3m20.1x70.6x3.2x
Mon, 22 Sep 2025CA$43.4bCA$15.1bCA$692.6m23.1x62.6x2.9x
Wed, 20 Aug 2025CA$33.6bCA$15.2bCA$710.0m21.3x47.4x2.2x
Fri, 18 Jul 2025CA$27.8bCA$14.4bCA$545.1m21.5x51x1.9x
Sun, 15 Jun 2025CA$21.8bCA$14.2bCA$562.2m25.3x38.8x1.5x
Tue, 13 May 2025CA$16.8bCA$14.6bCA$581.1m22.8x28.9x1.1x
Thu, 10 Apr 2025CA$13.2bCA$14.1bCA$582.9m18.4x22.6x0.9x
Sat, 08 Mar 2025CA$15.5bCA$14.4bCA$576.4m21.3x26.9x1.1x
Mon, 03 Feb 2025CA$23.0bCA$14.5bCA$584.3m21.1x39.3x1.6x
Wed, 01 Jan 2025CA$17.6bCA$13.8bCA$501.6m27.6x35.2x1.3x
Fri, 29 Nov 2024CA$15.3bCA$13.4bCA$495.0m32.4x31x1.1x
Sun, 27 Oct 2024CA$12.6bCA$13.3bCA$491.6m21.4x25.6x0.9x
Tue, 24 Sep 2024CA$9.2bCA$12.4bCA$460.4m15.8x19.9x0.7x
Thu, 22 Aug 2024CA$9.9bCA$12.4bCA$456.2m17.4x21.6x0.8x
Sat, 20 Jul 2024CA$10.2bCA$11.9bCA$401.8m20.8x25.4x0.9x
Mon, 17 Jun 2024CA$9.7bCA$11.7bCA$422.6m17.8x23x0.8x
Wed, 15 May 2024CA$8.2bCA$11.6bCA$419.2m16.3x19.5x0.7x
Fri, 12 Apr 2024CA$9.2bCA$12.3bCA$375.0m16.5x24.5x0.7x
Sun, 10 Mar 2024CA$9.3bCA$12.1bCA$371.9m20.8x24.9x0.8x
Tue, 06 Feb 2024CA$7.4bCA$12.1bCA$368.0m16.7x20.1x0.6x
Thu, 04 Jan 2024CA$5.8bCA$11.8bCA$300.9m16.1x19.2x0.5x
Sat, 02 Dec 2023CA$5.8bCA$12.0bCA$305.0m16.1x18.9x0.5x
Mon, 30 Oct 2023CA$5.1bCA$12.4bCA$279.0m12.8x18.1x0.4x
Wed, 27 Sep 2023CA$5.2bCA$11.9bCA$225.8m14.3x22.8x0.4x
Fri, 25 Aug 2023CA$5.1bCA$12.0bCA$204.1m15.1x24.8x0.4x
Sun, 23 Jul 2023CA$4.1bCA$11.4bCA$163.7m12.9x25.3x0.4x
Tue, 20 Jun 2023CA$3.9bCA$11.4bCA$168.0m12.6x23x0.3x
Price to Earnings Ratio

23x


Total Market Cap: CA$3.9bTotal Earnings: CA$168.0mTotal Revenue: CA$11.4bTotal Market Cap vs Earnings and Revenue0%0%0%
Canadian Electronic Equipment and Components Industry Price to Earnings3Y Average 34.6x202420252026
Current Industry PE
  • Investors are optimistic on the Canadian Electronic industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 47.8x which is higher than its 3-year average PE of 34.6x.
  • The 3-year average PS ratio of 1.5x is lower than the industry's current PS ratio of 3.1x.
Past Earnings Growth
  • The earnings for companies in the Electronic industry have grown 98% per year over the last three years.
  • Revenues for these companies have grown 20% 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 Market1.43%
Tech0.39%
Electronic Equipment and Components5.32%
Electronic Manufacturing Services5.99%
Electronic Equipment and Instruments-5.19%
Electronic Components-5.26%
Technology Distributors-8.33%
Industry PE
  • Investors are most optimistic about the Electronic Manufacturing Services industry which is trading above its 3-year average PE ratio of 29.1x.
    • Analysts are expecting annual earnings growth of 30.6%, 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 84% over the next 5 years.
  • This is better than its past earnings growth rate of 47% per year.
  • In contrast, the Electronic Manufacturing Services industry is expected to see its earnings grow by 31% 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$550.226.1%
+CA$3.6b		223.2%PE47.2x
GSI Gatekeeper SystemsCA$1.226.1%
+CA$7.8m		54.4%PS3.9x
BLN Blackline SafetyCA$9.000.2%
+CA$1.7m		24.3%PS4.9x
AIML AI/ML InnovationsCA$0.0511.1%
+CA$1.4m		-41.2%PS108x
QAI QScreen AICA$0.04512.5%
+CA$1.1m		125.0%PE-8.5x

Latest News

SKUR
CA$0.055
Sekur Private Data
7D
-8.3%
1Y
-15.4%
FTG
CA$21.14
Firan Technology Group
7D
-5.4%
1Y
92.2%
CLS
CA$550.22
Celestica
7D
6.1%
1Y
223.2%
Narrative Update • Jun 06

CLS: AI Data Center Demand And 2026 Outlook Will Drive Upside Potential

Analysts have raised their price target for Celestica to CA$648.86 from CA$577.12. This change reflects updated assumptions around revenue growth, profit margins and future P/E multiples that collectively indicate a higher estimated fair value for the stock.
YNV
CA$0.09
Ynvisible Interactive
7D
-5.3%
1Y
-63.3%
PNG
CA$7.04
Kraken Robotics
7D
-6.9%
1Y
140.3%
GRID
CA$5.04
Tantalus Systems Holding
7D
-11.7%
1Y
88.8%
Narrative Update • Jun 01

GRID: Future Upside Will Be Anchored By New Outperform Coverage

Analysts have adjusted their fair value estimate for Tantalus Systems Holding to CA$7.47 from CA$7.06, tying the updated CA$7 price target to revised assumptions around the discount rate, revenue growth, profit margin, and future P/E expectations following recent research coverage. What's in the News Tantalus Systems extended its license agreement with Itron, Inc.
INEO
CA$0.10
INEO Tech
7D
5.0%
1Y
-76.7%
GSI
CA$1.22
Gatekeeper Systems
7D
6.1%
1Y
54.4%
BLO
CA$0.60
Cannabix Technologies
7D
-6.3%
1Y
-3.2%
LPS
CA$0.13
Legend Power Systems
7D
4.2%
1Y
25.0%
DDD
CA$0.47
Metavista3D
7D
-7.0%
1Y
-66.5%
AIML
CA$0.05
AI/ML Innovations
7D
11.1%
1Y
-41.2%
TLA
CA$0.51
Titan Logix
7D
-5.6%
1Y
-36.3%
BLN
CA$9.00
Blackline Safety
7D
0.2%
1Y
24.3%
QAI
CA$0.045
QScreen AI
7D
12.5%
1Y
125.0%