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

UpdatedJun 10, 2026
DataAggregated Company Financials
Companies24
  • 7D-5.0%
  • 3M18.0%
  • 1Y52.4%
  • YTD30.7%

Over the last 7 days, the Electronic Equipment and Components industry has dropped 5.0%, driven by Halma declining 3.6%. Meanwhile, Vianet Group actually outperformed within the industry, gaining 6.0% in the last week. This takes the industry's 12 month performance to a gain of 52%. As for the next few years, earnings are expected to grow by 17% 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
Wed, 10 Jun 2026UK£24.3bUK£6.2bUK£370.6m18.8x65.6x3.9x
Fri, 08 May 2026UK£24.6bUK£6.3bUK£341.5m17x72x3.9x
Sun, 05 Apr 2026UK£20.1bUK£6.3bUK£341.8m16.8x58.8x3.2x
Tue, 03 Mar 2026UK£22.1bUK£6.3bUK£345.3m25.1x64x3.5x
Thu, 29 Jan 2026UK£19.3bUK£6.2bUK£354.0m23.6x54.5x3.1x
Sat, 27 Dec 2025UK£18.7bUK£6.2bUK£353.5m23x53x3x
Mon, 24 Nov 2025UK£22.4bUK£7.5bUK£412.5m24.5x54.3x3x
Wed, 22 Oct 2025UK£22.5bUK£7.4bUK£373.0m28.4x60.2x3x
Fri, 19 Sep 2025UK£22.1bUK£7.5bUK£426.9m26.9x51.7x3x
Sun, 17 Aug 2025UK£21.0bUK£7.5bUK£427.4m28.3x49.1x2.8x
Tue, 15 Jul 2025UK£21.0bUK£7.4bUK£602.3m30.2x34.9x2.8x
Thu, 12 Jun 2025UK£19.4bUK£7.3bUK£623.2m20.7x31.1x2.6x
Sat, 10 May 2025UK£17.5bUK£7.3bUK£630.1m19.1x27.8x2.4x
Mon, 07 Apr 2025UK£15.4bUK£7.4bUK£676.9m14.9x22.8x2.1x
Wed, 05 Mar 2025UK£17.9bUK£7.4bUK£681.1m19.6x26.3x2.4x
Fri, 31 Jan 2025UK£19.7bUK£7.4bUK£719.9m21.2x27.3x2.6x
Sun, 29 Dec 2024UK£18.2bUK£7.4bUK£720.1m21.6x25.3x2.5x
Tue, 26 Nov 2024UK£18.3bUK£7.5bUK£720.4m23.3x25.4x2.4x
Thu, 24 Oct 2024UK£17.2bUK£7.3bUK£707.9m24.1x24.4x2.4x
Sat, 21 Sep 2024UK£18.0bUK£7.3bUK£712.8m23.4x25.2x2.5x
Mon, 19 Aug 2024UK£18.5bUK£7.2bUK£722.9m26.1x25.6x2.6x
Wed, 17 Jul 2024UK£19.7bUK£7.4bUK£599.6m26.9x32.8x2.7x
Fri, 14 Jun 2024UK£18.8bUK£7.3bUK£567.4m26.6x33.1x2.6x
Sun, 12 May 2024UK£18.6bUK£7.2bUK£578.2m23.3x32.2x2.6x
Tue, 09 Apr 2024UK£17.6bUK£7.2bUK£559.9m21.8x31.5x2.4x
Thu, 07 Mar 2024UK£18.1bUK£7.2bUK£564.3m20.5x32x2.5x
Sat, 03 Feb 2024UK£17.3bUK£7.2bUK£571.2m21.7x30.3x2.4x
Mon, 01 Jan 2024UK£18.1bUK£7.2bUK£574.1m22.7x31.6x2.5x
Wed, 29 Nov 2023UK£16.6bUK£7.2bUK£570.1m20.9x29.1x2.3x
Fri, 27 Oct 2023UK£14.6bUK£7.1bUK£564.3m19.5x26x2.1x
Sun, 24 Sep 2023UK£16.4bUK£7.1bUK£563.7m22.6x29.1x2.3x
Tue, 22 Aug 2023UK£16.8bUK£7.1bUK£563.4m24.4x29.8x2.4x
Thu, 20 Jul 2023UK£18.6bUK£6.9bUK£536.3m25.2x34.6x2.7x
Sat, 17 Jun 2023UK£19.2bUK£6.9bUK£534.1m29.5x35.9x2.8x
Price to Earnings Ratio

35.9x


Total Market Cap: UK£19.2bTotal Earnings: UK£534.1mTotal Revenue: UK£6.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Electronic Equipment and Components Industry Price to Earnings3Y Average 37.5x202420252026
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 65.6x which is higher than its 3-year average PE of 37.5x.
  • The 3-year average PS ratio of 2.7x is lower than the industry's current PS ratio of 3.9x.
Past Earnings Growth
  • The earnings for companies in the Electronic industry have declined 11% per year over the last three years,
  • Revenues have also declined 3.2% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

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

GB Market-1.85%
Tech-4.12%
Electronic Equipment and Components-5.00%
Technology Distributors-0.13%
Electronic Manufacturing Services-0.85%
Electronic Equipment and Instruments-5.06%
Electronic Components-5.50%
Industry PE
  • Investors are most optimistic about the Electronic Manufacturing Services industry which is trading above its 3-year average PE ratio of 19.3x.
    • Analysts are expecting annual earnings growth of 39.6%, which is higher than its past year's earnings decline of 24.4% per year.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Components industry, expecting annual earnings growth of 41% over the next 5 years.
  • This is better than its past earnings decline of 23% per year.
  • In contrast, the Electronic Equipment and Instruments industry is expected to see its earnings grow by 16% 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
VNET Vianet GroupUK£0.706.0%
+UK£1.1m		-11.3%PE18.8x
SDI SDI GroupUK£0.831.2%
+UK£1.0m		7.1%PE18.9x
MET MetirUK£0.008322.2%
+UK£664.9k		22.2%PS3.5x
IGE Image Scan HoldingsUK£0.02122.9%
+UK£547.4k		59.3%PE14.1x
WPHO Windar PhotonicsUK£0.280.9%
+UK£241.8k		-47.4%PS6.2x

Latest News

OXIG
UK£27.98
Oxford Instruments
7D
-13.4%
1Y
47.7%
VNET
UK£0.70
Vianet Group
7D
6.0%
1Y
-11.3%
SEE
UK£0.045
Seeing Machines
7D
-6.4%
1Y
99.1%
Narrative Update • Jun 06

SEE: Autonomous Fleet Orders And Higher Volumes Will Support Fairly Valued Shares

Seeing Machines' analyst price target has been updated to £0.04 per share. Analysts cited modest adjustments to the discount rate, revenue growth, profit margin and assumed future P/E as the key drivers of this revised view.
KETL
UK£0.39
Strix Group
7D
-8.1%
1Y
-17.1%
Analysis Article • Jun 06

When Should You Buy Strix Group Plc (LON:KETL)?

Strix Group Plc ( LON:KETL ), might not be a large cap stock, but it received a lot of attention from a substantial...
IGE
UK£0.021
Image Scan Holdings
7D
22.9%
1Y
59.3%
RSW
UK£49.72
Renishaw
7D
-8.4%
1Y
83.1%
Narrative Update • Jun 05

RSW: Higher 2026 Guidance And Margins Are Expected To Support Future P/E Re-Rating

Renishaw's analyst price target has been lifted by £2.10 per share, as analysts cite updated assumptions on discount rates, revenue growth, profit margins and future P/E as supporting factors for the new valuation view. What's in the News Renishaw reaffirmed earnings guidance for 2026, with full year revenue expected in a range of £775 million to £805 million.
MET
UK£0.0083
Metir
7D
22.2%
1Y
22.2%
HLMA
UK£46.28
Halma
7D
-3.6%
1Y
54.2%
Narrative Update • Jun 03

HLMA: Elevated P/E Expectations Will Likely Constrain Future Share Returns

Halma's updated analyst price target has moved in line with recent Street research, with new targets of £45.00 and £41.50 cited by analysts who point to adjusted fair value, revenue growth expectations, profit margin assumptions and future P/E estimates as key drivers of their revised views. Analyst Commentary Recent Street research on Halma focuses on how current valuation lines up with analysts' expectations for execution and growth, with price targets now referenced around £45.00 and £41.50, as well as 4,500 GBp and 4,150 GBp. Bullish Takeaways Bulllish analysts citing targets such as 4,500 GBp and £45.00 point to scope for the stock to better reflect their assessed fair value, assuming Halma can deliver on revenue and margin expectations already built into their models.
TTG
UK£1.17
TT Electronics
7D
-1.3%
1Y
15.3%
SOLI
UK£1.75
Solid State
7D
-10.3%
1Y
-10.3%
BIG
UK£1.03
Big Technologies
7D
-5.1%
1Y
0.5%
SDI
UK£0.83
SDI Group
7D
1.2%
1Y
7.1%
WPHO
UK£0.28
Windar Photonics
7D
0.9%
1Y
-47.4%