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

UpdatedNov 15, 2025
DataAggregated Company Financials
Companies26
  • 7D0.4%
  • 3M5.0%
  • 1Y26.8%
  • YTD20.8%

Over the last 7 days, the Electronic Equipment and Components industry has remained flat, although notably Oxford Instruments gained 16%. As for the the longer term, the industry is up 27% over the past 12 months. Earnings are forecast to grow by 22% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 17 Nov 2025UK£21.9bUK£7.4bUK£361.9m23.6x60.6x3x
Wed, 15 Oct 2025UK£22.4bUK£7.4bUK£373.0m28.3x60x3x
Fri, 12 Sep 2025UK£21.7bUK£7.5bUK£427.3m27.1x50.8x2.9x
Sun, 10 Aug 2025UK£21.4bUK£7.5bUK£427.1m29.3x50.1x2.9x
Tue, 08 Jul 2025UK£21.1bUK£7.4bUK£605.9m24.6x34.8x2.8x
Thu, 05 Jun 2025UK£17.7bUK£7.3bUK£623.3m19.8x28.4x2.4x
Sat, 03 May 2025UK£16.9bUK£7.3bUK£630.1m18.2x26.8x2.3x
Mon, 31 Mar 2025UK£16.6bUK£7.4bUK£677.4m17.4x24.5x2.2x
Wed, 26 Feb 2025UK£18.5bUK£7.4bUK£721.5m20.2x25.6x2.5x
Fri, 24 Jan 2025UK£19.5bUK£7.4bUK£719.7m20.9x27.1x2.6x
Sun, 22 Dec 2024UK£18.2bUK£7.4bUK£718.9m21.5x25.3x2.5x
Tue, 19 Nov 2024UK£17.4bUK£7.4bUK£703.5m22.9x24.8x2.4x
Thu, 17 Oct 2024UK£17.4bUK£7.3bUK£707.9m24x24.5x2.4x
Sat, 14 Sep 2024UK£18.3bUK£7.3bUK£721.5m21.7x25.3x2.5x
Mon, 12 Aug 2024UK£18.3bUK£7.2bUK£722.6m26.1x25.3x2.5x
Wed, 10 Jul 2024UK£19.2bUK£7.4bUK£598.4m23.5x32x2.6x
Fri, 07 Jun 2024UK£18.6bUK£7.2bUK£579.0m26.5x32.1x2.6x
Sun, 05 May 2024UK£18.3bUK£7.2bUK£577.2m22.8x31.7x2.5x
Tue, 02 Apr 2024UK£18.2bUK£7.2bUK£559.9m21.7x32.6x2.5x
Thu, 29 Feb 2024UK£18.2bUK£7.2bUK£556.7m20.9x32.7x2.5x
Sat, 27 Jan 2024UK£17.5bUK£7.2bUK£571.6m22.7x30.6x2.4x
Mon, 25 Dec 2023UK£18.2bUK£7.2bUK£574.1m22.6x31.8x2.5x
Wed, 22 Nov 2023UK£16.4bUK£7.2bUK£570.1m20.4x28.8x2.3x
Fri, 20 Oct 2023UK£15.2bUK£7.1bUK£564.3m21.5x26.9x2.1x
Sun, 17 Sep 2023UK£17.5bUK£7.1bUK£567.5m24.1x30.9x2.5x
Tue, 15 Aug 2023UK£17.5bUK£7.0bUK£567.9m23.5x30.8x2.5x
Thu, 13 Jul 2023UK£18.1bUK£6.9bUK£536.7m25.7x33.8x2.6x
Sat, 10 Jun 2023UK£19.3bUK£6.6bUK£508.2m31.2x37.9x2.9x
Mon, 08 May 2023UK£19.2bUK£6.6bUK£507.7m27.1x37.8x2.9x
Wed, 05 Apr 2023UK£18.3bUK£6.6bUK£506.0m29.2x36.2x2.8x
Fri, 03 Mar 2023UK£18.5bUK£6.3bUK£531.3m28.8x34.8x2.9x
Sun, 29 Jan 2023UK£17.4bUK£6.3bUK£618.8m25.6x28.2x2.8x
Tue, 27 Dec 2022UK£16.3bUK£6.3bUK£619.5m23.2x26.4x2.6x
Thu, 24 Nov 2022UK£18.1bUK£6.3bUK£624.5m24.7x29x2.9x
Price to Earnings Ratio

29x


Total Market Cap: UK£18.1bTotal Earnings: UK£624.5mTotal Revenue: UK£6.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Electronic Equipment and Components Industry Price to Earnings3Y Average 32.2x202320242025
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 60.6x which is higher than its 3-year average PE of 32.2x.
  • 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 5.6% 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 Market0.22%
Tech0.23%
Electronic Equipment and Components0.38%
Electronic Equipment and Instruments0.46%
Electronic Manufacturing Services-0.75%
Electronic Components-1.98%
Technology Distributors-2.56%
Industry PE
  • Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 30.9x.
    • Analysts are expecting annual earnings growth of 20.3%, 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 89% 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
OXIG Oxford InstrumentsUK£20.7516.2%
+UK£163.6m		-1.4%PE74.8x
RSW RenishawUK£34.201.0%
+UK£25.5m		8.2%PE29.7x
SEE Seeing MachinesUK£0.04313.0%
+UK£23.9m		24.0%PS4.4x
SXS SpectrisUK£41.120.2%
+UK£8.0m		61.8%PE70.8x
ONDO Ondo InsurTechUK£0.3312.5%
+UK£5.0m		20.4%PS11.7x

Latest News

SEE
UK£0.043
Seeing Machines
7D
13.0%
1Y
24.0%
OXIG
UK£20.75
Oxford Instruments
7D
16.2%
1Y
-1.4%
SOLI
UK£1.48
Solid State
7D
1.7%
1Y
7.3%
SDI
UK£0.69
SDI Group
7D
-10.4%
1Y
16.9%

Returns On Capital At SDI Group (LON:SDI) Have Hit The Brakes

Nov 13
Returns On Capital At SDI Group (LON:SDI) Have Hit The Brakes
LST
UK£0.049
Light Science Technologies Holdings
7D
-9.3%
1Y
92.2%

Light Science Technologies Holdings Plc (LON:LST) Soars 37% But It's A Story Of Risk Vs Reward

Nov 09
Light Science Technologies Holdings Plc (LON:LST) Soars 37% But It's A Story Of Risk Vs Reward
BIG
UK£0.69
Big Technologies
7D
1.2%
1Y
-48.1%
HLMA
UK£33.64
Halma
7D
-0.8%
1Y
34.3%

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

Nov 05
Returns At Halma (LON:HLMA) Appear To Be Weighed Down
RSW
UK£34.20
Renishaw
7D
1.0%
1Y
8.2%
TTG
UK£1.42
TT Electronics
7D
-3.8%
1Y
28.3%
KETL
UK£0.34
Strix Group
7D
0.9%
1Y
-46.1%

Strix Group Plc (LON:KETL) Stock's 27% Dive Might Signal An Opportunity But It Requires Some Scrutiny

Oct 29
Strix Group Plc (LON:KETL) Stock's 27% Dive Might Signal An Opportunity But It Requires Some Scrutiny
WPHO
UK£0.54
Windar Photonics
7D
-7.0%
1Y
24.4%
SPSY
UK£1.39
Spectra Systems
7D
-1.8%
1Y
-43.5%
SNX
UK£2.63
Synectics
7D
-7.1%
1Y
-13.9%
MIDW
UK£1.59
Midwich Group
7D
-2.8%
1Y
-45.2%
SXS
UK£41.12
Spectris
7D
0.2%
1Y
61.8%

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.
ONDO
UK£0.33
Ondo InsurTech
7D
12.5%
1Y
20.4%