Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.K. (FTSE) Electronic Equipment and Components Industry Analysis

UpdatedNov 05, 2025
DataAggregated Company Financials
Companies26
  • 7D-1.2%
  • 3M7.3%
  • 1Y30.3%
  • YTD24.1%

Over the last 7 days, the Electronic Equipment and Components industry has dropped 1.2%, driven by Halma declining 1.2%. On the other hand TT Electronics is actually up 57%. In the past year, the industry has gained 30%. Earnings are forecast to grow by 21% annually.

Industry Valuation and Performance

Has the U.K. Electronic Equipment and Components Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 05 Nov 2025UK£22.5bUK£7.4bUK£372.0m25.4x60.5x3x
Fri, 03 Oct 2025UK£22.7bUK£7.4bUK£405.8m30.4x56x3.1x
Sun, 31 Aug 2025UK£21.5bUK£7.5bUK£427.2m26.9x50.3x2.9x
Tue, 29 Jul 2025UK£21.1bUK£7.4bUK£602.2m27.8x35x2.8x
Thu, 26 Jun 2025UK£20.7bUK£7.4bUK£606.7m24.3x34.1x2.8x
Sat, 24 May 2025UK£17.4bUK£7.3bUK£621.3m19.7x28x2.4x
Mon, 21 Apr 2025UK£15.9bUK£7.3bUK£635.4m16.4x25.1x2.2x
Wed, 19 Mar 2025UK£17.1bUK£7.4bUK£676.2m18.9x25.3x2.3x
Fri, 14 Feb 2025UK£19.3bUK£7.4bUK£719.5m19.7x26.8x2.6x
Sun, 12 Jan 2025UK£18.1bUK£7.4bUK£719.5m21.6x25.1x2.4x
Tue, 10 Dec 2024UK£18.7bUK£7.5bUK£723.4m22.7x25.8x2.5x
Thu, 07 Nov 2024UK£17.7bUK£7.3bUK£706.8m22x25x2.4x
Sat, 05 Oct 2024UK£18.0bUK£7.3bUK£710.3m24.2x25.3x2.5x
Mon, 02 Sep 2024UK£18.7bUK£7.2bUK£725.8m17.9x25.8x2.6x
Wed, 31 Jul 2024UK£18.8bUK£7.4bUK£599.4m26.9x31.4x2.6x
Fri, 28 Jun 2024UK£19.3bUK£7.4bUK£598.0m25.2x32.2x2.6x
Sun, 26 May 2024UK£18.6bUK£7.2bUK£578.9m24.7x32.2x2.6x
Tue, 23 Apr 2024UK£17.2bUK£7.2bUK£559.5m21.8x30.8x2.4x
Thu, 21 Mar 2024UK£17.9bUK£7.2bUK£558.6m20.4x32.1x2.5x
Sat, 17 Feb 2024UK£18.1bUK£7.2bUK£555.3m27x32.6x2.5x
Mon, 15 Jan 2024UK£17.5bUK£7.2bUK£573.0m22x30.6x2.4x
Wed, 13 Dec 2023UK£17.4bUK£7.2bUK£574.0m24.2x30.4x2.4x
Fri, 10 Nov 2023UK£15.8bUK£7.1bUK£567.4m20.2x27.8x2.2x
Sun, 08 Oct 2023UK£16.2bUK£7.1bUK£566.9m21.6x28.5x2.3x
Tue, 05 Sep 2023UK£17.1bUK£7.1bUK£563.7m24.6x30.4x2.4x
Thu, 03 Aug 2023UK£17.8bUK£7.0bUK£560.1m23.8x31.7x2.5x
Sat, 01 Jul 2023UK£18.6bUK£6.8bUK£533.8m29.4x34.9x2.7x
Mon, 29 May 2023UK£19.0bUK£6.6bUK£505.2m28.4x37.7x2.9x
Wed, 26 Apr 2023UK£18.7bUK£6.6bUK£507.2m26.6x36.9x2.8x
Fri, 24 Mar 2023UK£17.9bUK£6.6bUK£510.7m27.5x35x2.7x
Sun, 19 Feb 2023UK£18.2bUK£6.3bUK£615.7m24.8x29.5x2.9x
Tue, 17 Jan 2023UK£17.7bUK£6.3bUK£619.4m25.5x28.6x2.8x
Thu, 15 Dec 2022UK£17.4bUK£6.3bUK£619.4m24.2x28.2x2.8x
Sat, 12 Nov 2022UK£18.3bUK£6.1bUK£646.1m23x28.4x3x
Price to Earnings Ratio

28.4x


Total Market Cap: UK£18.3bTotal Earnings: UK£646.1mTotal Revenue: UK£6.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Electronic Equipment and Components Industry Price to Earnings3Y Average 31.9x202320242025
Current Industry PE
  • Investors are optimistic on the British Electronic industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 60.5x which is higher than its 3-year average PE of 31.9x.
  • The 3-year average PS ratio of 2.6x is lower than the industry's current PS ratio of 3.0x.
Past Earnings Growth
  • The earnings for companies in the Electronic industry have declined 17% per year over the last three years.
  • Meanwhile revenues for these companies have grown 6.5% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the U.K. Tech industry?

GB Market-0.10%
Tech-1.33%
Electronic Equipment and Components-1.19%
Electronic Components26.62%
Electronic Manufacturing Services-0.35%
Electronic Equipment and Instruments-1.60%
Technology Distributors-4.94%
Industry PE
  • Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 30.7x.
    • Analysts are expecting annual earnings growth of 19.2%, which is lower than the prior year's growth of 27.5% per year.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Components industry, expecting annual earnings growth of 94% over the next 5 years.
  • This is better than its past earnings decline of 43% per year.
  • In contrast, the Technology Distributors industry is expected to see its earnings grow by 11% 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
TTG TT ElectronicsUK£1.5058.2%
+UK£98.0m		101.6%PS0.5x
HLMA HalmaUK£35.720.5%
+UK£68.0m		38.0%PE45.5x
SXS SpectrisUK£41.120.1%
+UK£6.0m		60.9%PE70.7x
ONDO Ondo InsurTechUK£0.303.6%
+UK£1.5m		31.7%PS10.9x
SOLI Solid StateUK£1.451.8%
+UK£1.4m		-34.1%PE161x

Latest News

BIG
UK£0.68
Big Technologies
7D
-2.9%
1Y
-51.8%
OXIG
UK£18.44
Oxford Instruments
7D
-3.2%
1Y
-14.0%

A Look At The Intrinsic Value Of Oxford Instruments plc (LON:OXIG)

Nov 05
A Look At The Intrinsic Value Of Oxford Instruments plc (LON:OXIG)
HLMA
UK£35.72
Halma
7D
0.5%
1Y
38.0%

Returns At Halma (LON:HLMA) Appear To Be Weighed Down

Nov 05
Returns At Halma (LON:HLMA) Appear To Be Weighed Down
SEE
UK£0.034
Seeing Machines
7D
-2.8%
1Y
7.2%
RSW
UK£34.70
Renishaw
7D
-4.3%
1Y
9.6%
SOLI
UK£1.45
Solid State
7D
1.8%
1Y
-34.1%
TTG
UK£1.50
TT Electronics
7D
58.2%
1Y
101.6%
WPHO
UK£0.57
Windar Photonics
7D
0.9%
1Y
38.6%
SPSY
UK£1.40
Spectra Systems
7D
-3.1%
1Y
-44.4%
MIDW
UK£1.70
Midwich Group
7D
-5.3%
1Y
-42.0%
GHH
UK£5.66
Gooch & Housego
7D
-1.0%
1Y
18.7%
SDI
UK£0.80
SDI Group
7D
-1.2%
1Y
33.3%
CPX
UK£0.0033
CAP-XX
7D
1.5%
1Y
150.0%
SXS
UK£41.12
Spectris
7D
0.1%
1Y
60.9%

Overvaluation Will Collapse As GB Electronic Industry Faces Uncertainty

Spectris’s future P/E multiple has increased while its net profit margin has declined slightly, resulting in a marginal upward revision of the consensus analyst price target from £33.52 to £34.06. What's in the News Spectris received competing acquisition offers from Advent International and KKR, with the board ultimately recommending a revised higher cash offer from KKR at £41.75 per share, including a 28p interim dividend, and withdrawing support for Advent's offer.
QUBE
UK£0.21
Quantum Base Holdings
7D
10.3%
1Y
n/a
ONDO
UK£0.30
Ondo InsurTech
7D
3.6%
1Y
31.7%