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

UpdatedJan 12, 2026
DataAggregated Company Financials
Companies25
  • 7D2.5%
  • 3M6.3%
  • 1Y26.8%
  • YTD4.1%

Over the last 7 days, the Electronic Equipment and Components industry has risen 4.1%, driven by gains from Halma of 4.7%. During this same period, the Seeing Machines underperformed, falling 7.5%. This takes the industry's 12 month performance to a gain of 25%. Looking forward, earnings are forecast to grow by 15% 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, 12 Jan 2026UK£19.3bUK£6.2bUK£353.4m22.6x54.7x3.1x
Wed, 10 Dec 2025UK£19.0bUK£6.2bUK£355.9m21.7x53.3x3x
Fri, 07 Nov 2025UK£22.0bUK£7.4bUK£372.0m24.6x59.2x3x
Sun, 05 Oct 2025UK£22.8bUK£7.4bUK£373.1m29.8x61.1x3.1x
Tue, 02 Sep 2025UK£21.4bUK£7.5bUK£427.3m26.6x50.1x2.9x
Thu, 31 Jul 2025UK£21.1bUK£7.4bUK£602.1m26.7x35.1x2.8x
Sat, 28 Jun 2025UK£21.0bUK£7.4bUK£606.7m24.4x34.6x2.8x
Mon, 26 May 2025UK£17.4bUK£7.3bUK£621.3m19.7x28x2.4x
Wed, 23 Apr 2025UK£15.8bUK£7.3bUK£635.4m16.8x24.9x2.2x
Fri, 21 Mar 2025UK£17.2bUK£7.4bUK£676.2m18.9x25.4x2.3x
Sun, 16 Feb 2025UK£19.3bUK£7.4bUK£720.4m19.9x26.8x2.6x
Tue, 14 Jan 2025UK£17.9bUK£7.4bUK£719.4m21.5x24.8x2.4x
Thu, 12 Dec 2024UK£18.7bUK£7.4bUK£719.2m22.5x26x2.5x
Sat, 09 Nov 2024UK£17.5bUK£7.3bUK£704.2m23.8x24.8x2.4x
Mon, 07 Oct 2024UK£18.0bUK£7.3bUK£710.3m24.2x25.3x2.5x
Wed, 04 Sep 2024UK£18.3bUK£7.3bUK£721.5m18.3x25.4x2.5x
Fri, 02 Aug 2024UK£18.9bUK£7.3bUK£728.5m27x25.9x2.6x
Sun, 30 Jun 2024UK£19.2bUK£7.4bUK£595.6m25.4x32.3x2.6x
Tue, 28 May 2024UK£18.6bUK£7.2bUK£578.9m24.7x32.2x2.6x
Thu, 25 Apr 2024UK£17.5bUK£7.2bUK£559.6m22x31.3x2.4x
Sat, 23 Mar 2024UK£18.1bUK£7.2bUK£558.4m20.1x32.5x2.5x
Mon, 19 Feb 2024UK£18.1bUK£7.2bUK£555.3m27x32.6x2.5x
Wed, 17 Jan 2024UK£17.3bUK£7.2bUK£574.8m22x30.1x2.4x
Fri, 15 Dec 2023UK£18.0bUK£7.2bUK£574.1m22.6x31.3x2.5x
Sun, 12 Nov 2023UK£15.6bUK£7.1bUK£567.4m19.9x27.5x2.2x
Tue, 10 Oct 2023UK£15.8bUK£7.1bUK£566.8m21.2x27.8x2.2x
Thu, 07 Sep 2023UK£17.2bUK£7.1bUK£567.6m22.6x30.4x2.4x
Sat, 05 Aug 2023UK£17.6bUK£7.0bUK£567.9m23.9x31x2.5x
Mon, 03 Jul 2023UK£18.6bUK£6.8bUK£533.8m29.4x34.9x2.7x
Wed, 31 May 2023UK£19.1bUK£6.6bUK£505.3m28.4x37.9x2.9x
Fri, 28 Apr 2023UK£18.6bUK£6.6bUK£507.6m27.4x36.7x2.8x
Sun, 26 Mar 2023UK£17.8bUK£6.6bUK£510.2m28.8x34.8x2.7x
Tue, 21 Feb 2023UK£17.9bUK£6.3bUK£615.6m24.8x29.2x2.8x
Thu, 19 Jan 2023UK£17.6bUK£6.3bUK£619.5m25x28.5x2.8x
Price to Earnings Ratio

28.5x


Total Market Cap: UK£17.6bTotal Earnings: UK£619.5mTotal Revenue: UK£6.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Electronic Equipment and Components Industry Price to Earnings3Y Average 33.6x202420252026
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 54.7x which is higher than its 3-year average PE of 33.6x.
  • The 3-year average PS ratio of 2.6x is lower than the industry's current PS ratio of 3.1x.
Past Earnings Growth
  • The earnings for companies in the Electronic industry have declined 17% 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 Market1.34%
Tech2.60%
Electronic Equipment and Components2.55%
Electronic Equipment and Instruments2.65%
Electronic Components1.09%
Technology Distributors-0.14%
Electronic Manufacturing Services-1.60%
Industry PE
  • Investors are most optimistic about the Technology Distributors industry which is trading above its 3-year average PE ratio of 22.3x.
    • 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 70% 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
HLMA HalmaUK£36.663.1%
+UK£415.4m		38.5%PE39.9x
RSW RenishawUK£37.102.9%
+UK£76.4m		12.8%PE32.2x
SOLI Solid StateUK£1.759.4%
+UK£8.8m		9.4%PE41.1x
BIG Big TechnologiesUK£0.782.6%
+UK£5.8m		-39.8%PS4.6x
OXIG Oxford InstrumentsUK£21.100.5%
+UK£4.8m		7.9%PE75.4x

Latest News

HLMA
UK£36.66
Halma
7D
3.1%
1Y
38.5%

What Does Halma plc's (LON:HLMA) Share Price Indicate?

Jan 11
What Does Halma plc's (LON:HLMA) Share Price Indicate?
OXIG
UK£21.10
Oxford Instruments
7D
0.5%
1Y
7.9%

OXIG: Buybacks And Softer Guidance Will Shape Future Return Balance

Oxford Instruments' analyst price targets have edged lower to a range of about £23.00 to £24.00 per share, as analysts moderate their views while still citing supportive factors such as resilient margins and a P/E profile they view as reasonable for the business. Analyst Commentary Recent Street research on Oxford Instruments points to a more cautious tone, with several bearish analysts trimming price targets into the mid £20 range and, in one case, lowering the rating while still keeping a positive stance overall.
GHH
UK£6.16
Gooch & Housego
7D
-1.6%
1Y
36.3%
SOLI
UK£1.75
Solid State
7D
9.4%
1Y
9.4%
RSW
UK£37.10
Renishaw
7D
2.9%
1Y
12.8%

RSW: Higher Margin Assumptions Will Likely Leave Shares Looking Overstretched

Analysts have raised their price target on Renishaw from £23.80 to £27.70, citing updated assumptions around profit margins and long term fair value as the key drivers of the change. What's in the News Singular Photonics highlighted progress in its collaboration with Renishaw, focused on next generation spectroscopy capabilities using single photon avalanche diode image sensors (Key Developments).
TTG
UK£1.12
TT Electronics
7D
-3.4%
1Y
22.0%
KETL
UK£0.48
Strix Group
7D
3.2%
1Y
1.5%
SDI
UK£0.75
SDI Group
7D
-9.6%
1Y
43.1%

SDI Group plc's (LON:SDI) Business Is Yet to Catch Up With Its Share Price

Jan 07
SDI Group plc's (LON:SDI) Business Is Yet to Catch Up With Its Share Price
SEE
UK£0.057
Seeing Machines
7D
-6.9%
1Y
42.5%
WPHO
UK£0.49
Windar Photonics
7D
6.5%
1Y
-14.8%
VNET
UK£0.69
Vianet Group
7D
-4.8%
1Y
-36.4%

Vianet Group (LON:VNET) Seems To Use Debt Quite Sensibly

Jan 03
Vianet Group (LON:VNET) Seems To Use Debt Quite Sensibly
SNX
UK£2.15
Synectics
7D
-4.4%
1Y
-40.3%
CPX
UK£0.0023
CAP-XX
7D
-2.1%
1Y
53.3%
QUBE
UK£0.24
Quantum Base Holdings
7D
4.3%
1Y
n/a
ONDO
UK£0.20
Ondo InsurTech
7D
-3.4%
1Y
-49.5%
BIG
UK£0.78
Big Technologies
7D
2.6%
1Y
-39.8%