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

UpdatedJun 26, 2026
DataAggregated Company Financials
Companies24
  • 7D-0.8%
  • 3M12.1%
  • 1Y28.2%
  • YTD17.2%

Last week, the Electronic Equipment and Components industry hasn't moved much but Ondo InsurTech is up 110% in that time. The past year has been better, since the industry has gained 28% in that time. As for the next few years, earnings are expected to grow by 15% 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
Fri, 26 Jun 2026UK£21.8bUK£6.4bUK£395.1m19.6x55.2x3.4x
Sun, 24 May 2026UK£24.5bUK£6.3bUK£341.4m17x71.7x3.9x
Tue, 21 Apr 2026UK£23.3bUK£6.3bUK£342.0m19.5x68.2x3.7x
Thu, 19 Mar 2026UK£20.2bUK£6.3bUK£315.0m17.6x64.2x3.2x
Sat, 14 Feb 2026UK£20.9bUK£6.3bUK£345.5m25.1x60.4x3.3x
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
Price to Earnings Ratio

34.9x


Total Market Cap: UK£18.6bTotal Earnings: UK£533.8mTotal Revenue: UK£6.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Electronic Equipment and Components Industry Price to Earnings3Y Average 37.8x202420252026
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 55.2x which is higher than its 3-year average PE of 37.8x.
  • The 3-year average PS ratio of 2.7x is lower than the industry's current PS ratio of 3.4x.
Past Earnings Growth
  • The earnings for companies in the Electronic industry have declined 9.5% per year over the last three years,
  • Revenues have also declined 2.3% 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 Market0.80%
Tech-1.50%
Electronic Equipment and Components-0.82%
Electronic Components0.61%
Electronic Equipment and Instruments-0.80%
Electronic Manufacturing Services-1.27%
Technology Distributors-6.55%
Industry PE
  • Investors are most optimistic about the Electronic Manufacturing Services industry which is trading above its 3-year average PE ratio of 22.6x.
    • 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 40% 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 14% 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
ONDO Ondo InsurTechUK£0.063110.0%
+UK£4.9m		-70.0%PS2.2x
SOLI Solid StateUK£1.992.8%
+UK£3.1m		-4.3%PE46.6x
SDI SDI GroupUK£0.863.4%
+UK£2.9m		-3.9%PE19.6x
SPSY Spectra SystemsUK£1.952.6%
+UK£2.4m		-14.5%PE6.2x
CPX CAP-XXUK£0.003112.7%
+UK£2.0m		67.6%PS6.7x

Latest News

ONDO
UK£0.063
Ondo InsurTech
7D
110.0%
1Y
-70.0%
SPSY
UK£1.95
Spectra Systems
7D
2.6%
1Y
-14.5%
BIG
UK£0.96
Big Technologies
7D
-6.8%
1Y
4.6%
SOLI
UK£1.99
Solid State
7D
2.8%
1Y
-4.3%
GHH
UK£9.36
Gooch & Housego
7D
-1.3%
1Y
54.5%
Narrative Update • Jun 22

GHH: Margin Gains And Bolt-On Acquisitions Will Support Future P/E Uplift

The latest analyst update on Gooch & Housego keeps the fair value estimate steady at £10.93. The small shifts in discount rate, revenue growth, profit margin and future P/E reflect analysts’ refined assumptions rather than a broad change in their price target stance.
SEE
UK£0.044
Seeing Machines
7D
-6.5%
1Y
64.2%
Narrative Update • Jun 22

SEE: Expanded Auto Contracts And Fleet Orders Will Not Justify Current Pricing

Analysts have slightly trimmed their price target on Seeing Machines to £0.0431 from £0.0433, reflecting updated assumptions for revenue growth, profit margins and the future P/E multiple, while keeping the overall risk profile broadly unchanged. What's in the News for Seeing Machines Expanded Automotive production program with a major European original equipment manufacturer, adding further vehicle models and an estimated value of US$31 million to Seeing Machines' Driver and Occupant Monitoring System deployment, source: company key developments.
HLMA
UK£39.34
Halma
7D
-0.6%
1Y
21.1%
Narrative Update • Jun 17

HLMA: Post Selloff Repricing Will Likely Support Future Share Price

Halma's analyst price target has been revised higher to £43.76 from £41.69, with analysts pointing to valuation support after the recent selloff and the removal of what they describe as a "photonics premium" on the shares. Analyst Commentary Recent research on Halma highlights a split between analysts who see the recent share price pullback as an opportunity and those who remain more neutral, focusing on execution and valuation risk.
OXIG
UK£29.38
Oxford Instruments
7D
-2.7%
1Y
53.8%
Narrative Update • Jun 15

OXIG: Higher P/E Framework And Execution Confidence Will Drive Future Repricing

Oxford Instruments' analyst fair value estimate has been updated from £30.00 to £34.50. This reflects higher Street price targets around £30.00 to £34.50 as analysts factor in revised growth and profitability expectations alongside richer P/E assumptions.
TTG
UK£1.14
TT Electronics
7D
-1.0%
1Y
6.7%
MIDW
UK£1.30
Midwich Group
7D
-6.9%
1Y
-37.9%
NWT
UK£1.12
Newmark Security
7D
1.4%
1Y
49.7%
SDI
UK£0.86
SDI Group
7D
3.4%
1Y
-3.9%
LST
UK£0.014
Light Science Technologies Holdings
7D
-23.6%
1Y
-61.3%
CPX
UK£0.0031
CAP-XX
7D
12.7%
1Y
67.6%