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

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

UpdatedMar 09, 2026
DataAggregated Company Financials
Companies25
  • 7D-7.5%
  • 3M7.3%
  • 1Y37.3%
  • YTD10.1%

Over the last 7 days, the Electronic Equipment and Components industry has dropped 7.5%, driven by pullbacks from every company within the industry. In the past year, the industry has gained 37%. As for the next few years, earnings are expected to grow by 19% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 09 Mar 2026UK£20.4bUK£6.3bUK£344.6m23.1x59.3x3.3x
Wed, 04 Feb 2026UK£19.1bUK£6.2bUK£355.2m23.8x53.9x3.1x
Fri, 02 Jan 2026UK£18.6bUK£6.2bUK£353.5m23.6x52.8x3x
Sun, 30 Nov 2025UK£22.6bUK£7.5bUK£412.8m25.6x54.9x3x
Tue, 28 Oct 2025UK£22.9bUK£7.4bUK£373.0m28.5x61.4x3.1x
Thu, 25 Sep 2025UK£22.0bUK£7.5bUK£412.0m29.1x53.5x3x
Sat, 23 Aug 2025UK£21.4bUK£7.5bUK£427.3m27.6x50x2.9x
Mon, 21 Jul 2025UK£21.3bUK£7.4bUK£602.3m30.4x35.4x2.9x
Wed, 18 Jun 2025UK£19.9bUK£7.4bUK£606.4m22.9x32.7x2.7x
Fri, 16 May 2025UK£18.1bUK£7.3bUK£631.4m19.9x28.7x2.5x
Sun, 13 Apr 2025UK£15.3bUK£7.4bUK£635.1m16.1x24.1x2.1x
Tue, 11 Mar 2025UK£17.2bUK£7.4bUK£681.5m19.8x25.3x2.3x
Thu, 06 Feb 2025UK£19.7bUK£7.4bUK£719.6m19.8x27.4x2.7x
Sat, 04 Jan 2025UK£18.0bUK£7.4bUK£719.8m21.5x25x2.4x
Mon, 02 Dec 2024UK£18.0bUK£7.5bUK£721.0m22.8x25x2.4x
Wed, 30 Oct 2024UK£17.5bUK£7.3bUK£707.1m23.6x24.7x2.4x
Fri, 27 Sep 2024UK£18.2bUK£7.3bUK£707.8m24.7x25.7x2.5x
Sun, 25 Aug 2024UK£18.5bUK£7.2bUK£723.3m25.9x25.6x2.6x
Tue, 23 Jul 2024UK£19.1bUK£7.4bUK£599.6m27.1x31.9x2.6x
Thu, 20 Jun 2024UK£19.4bUK£7.4bUK£598.1m25.8x32.5x2.6x
Sat, 18 May 2024UK£18.5bUK£7.2bUK£578.8m24.3x31.9x2.5x
Mon, 15 Apr 2024UK£17.5bUK£7.2bUK£559.6m22.1x31.2x2.4x
Wed, 13 Mar 2024UK£17.9bUK£7.1bUK£563.0m20.9x31.9x2.5x
Fri, 09 Feb 2024UK£17.8bUK£7.2bUK£555.3m26.3x32x2.5x
Sun, 07 Jan 2024UK£17.1bUK£7.2bUK£574.0m21.5x29.7x2.4x
Tue, 05 Dec 2023UK£16.6bUK£7.2bUK£570.1m21.1x29x2.3x
Thu, 02 Nov 2023UK£15.0bUK£7.1bUK£564.3m20.4x26.6x2.1x
Sat, 30 Sep 2023UK£16.3bUK£7.1bUK£564.5m22.6x28.8x2.3x
Mon, 28 Aug 2023UK£16.9bUK£7.1bUK£563.3m24.5x30x2.4x
Wed, 26 Jul 2023UK£18.5bUK£6.9bUK£537.1m24.9x34.5x2.7x
Fri, 23 Jun 2023UK£18.4bUK£6.8bUK£533.8m29.9x34.5x2.7x
Sun, 21 May 2023UK£19.7bUK£6.6bUK£505.2m28.4x39x3x
Tue, 18 Apr 2023UK£18.7bUK£6.6bUK£507.2m27.7x36.9x2.8x
Thu, 16 Mar 2023UK£17.5bUK£6.6bUK£509.7m25.3x34.3x2.6x
Price to Earnings Ratio

34.3x


Total Market Cap: UK£17.5bTotal Earnings: UK£509.7mTotal Revenue: UK£6.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Electronic Equipment and Components Industry Price to Earnings3Y Average 35x202420252026
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 59.3x which is higher than its 3-year average PE of 35.0x.
  • The 3-year average PS ratio of 2.6x is lower than the industry's current PS ratio of 3.3x.
Past Earnings Growth
  • The earnings for companies in the Electronic industry have declined 12% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, 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-5.72%
Tech-3.47%
Electronic Equipment and Components-7.46%
Electronic Components-3.34%
Electronic Equipment and Instruments-7.49%
Electronic Manufacturing Services-8.10%
Technology Distributors-11.45%
Industry PE
  • Investors are most optimistic about the Technology Distributors industry which is trading above its 3-year average PE ratio of 24.6x.
    • Analysts are expecting annual earnings growth of 10.5%, which is higher than its past year's earnings decline of 69.2% per year.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Components industry, expecting annual earnings growth of 64% over the next 5 years.
  • This is better than its past earnings decline of 23% 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
No data available

Latest News

RSW
UK£38.05
Renishaw
7D
-9.4%
1Y
42.0%

RSW: Future Spectroscopy Collaboration Will Support Stronger Long Term Earnings Multiple

Analysts have lifted their price target on Renishaw from £43.00 to £47.50, reflecting updated assumptions on revenue growth, margins, and the future P/E they see as appropriate for the shares. What's in the News Renishaw has issued earnings guidance for FY2026, indicating expected full year revenue in a range of £740m to £780m.
MIDW
UK£1.84
Midwich Group
7D
-8.0%
1Y
-20.7%
TTG
UK£1.15
TT Electronics
7D
-4.2%
1Y
43.0%
OXIG
UK£24.85
Oxford Instruments
7D
-6.0%
1Y
35.2%
GHH
UK£7.50
Gooch & Housego
7D
-11.8%
1Y
63.0%

GHH: New CFO Appointment Will Support Balanced Outlook At Current Fair Value

Analysts have raised their price target for Gooch & Housego to £8.05 from £7.33, citing updated assumptions on discount rates, revenue growth, profit margins and future P/E as the main factors behind the change. What's in the News Gooch & Housego appointed James Corte as Chief Financial Officer, bringing experience across defence, industrial and telecoms sectors.
HLMA
UK£38.00
Halma
7D
-7.8%
1Y
41.8%

HLMA: Steady Earnings Assumptions Will Likely Sustain Premium Future P/E

Analysts have nudged their price target for Halma higher to £38.69 from £38.38, citing modest adjustments to revenue growth, profit margin and future P/E assumptions following recent research updates, including the latest increase from Berenberg. Analyst Commentary Bullish Takeaways Bullish analysts supporting the higher £38.69 target point to incremental tweaks in revenue and margin assumptions as enough to justify a slightly richer valuation without changing the core thesis on Halma.
KETL
UK£0.43
Strix Group
7D
-10.5%
1Y
-14.0%

Controls Weakness And Debt Constraints Will Shape Future Progress Yet Leave Some Upside

Catalysts About Strix Group Strix Group designs and manufactures kettle controls, water filtration products and boiling and chilled tap systems, serving appliance brands and OEMs globally. What are the underlying business or industry changes driving this perspective?
BIG
UK£1.00
Big Technologies
7D
-7.4%
1Y
-4.8%