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

UpdatedApr 27, 2026
DataAggregated Company Financials
Companies24
  • 7D-1.1%
  • 3M17.8%
  • 1Y62.9%
  • YTD24.1%

Over the last 7 days, the Electronic Equipment and Components industry has remained flat, although notably Renishaw gained 6.9%. The past year has been better, since the industry has gained 62% in that time. Earnings are forecast to grow by 18% 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, 27 Apr 2026UK£23.1bUK£6.3bUK£340.9m17.8x67.7x3.7x
Wed, 25 Mar 2026UK£19.7bUK£6.3bUK£315.3m16.2x62.5x3.1x
Fri, 20 Feb 2026UK£21.1bUK£6.3bUK£345.4m25.5x61x3.4x
Sun, 18 Jan 2026UK£19.8bUK£6.2bUK£353.8m23.4x55.9x3.2x
Tue, 16 Dec 2025UK£18.5bUK£6.2bUK£355.9m22.7x52x3x
Thu, 13 Nov 2025UK£22.4bUK£7.4bUK£361.9m24.3x61.9x3x
Sat, 11 Oct 2025UK£22.7bUK£7.4bUK£373.0m28.7x60.8x3.1x
Mon, 08 Sep 2025UK£21.4bUK£7.5bUK£428.1m27.2x49.9x2.9x
Wed, 06 Aug 2025UK£21.3bUK£7.4bUK£602.7m25.3x35.3x2.9x
Fri, 04 Jul 2025UK£21.0bUK£7.4bUK£605.9m24.7x34.6x2.8x
Sun, 01 Jun 2025UK£17.5bUK£7.3bUK£621.2m19.7x28.1x2.4x
Tue, 29 Apr 2025UK£16.3bUK£7.3bUK£635.5m17.1x25.6x2.2x
Thu, 27 Mar 2025UK£16.8bUK£7.4bUK£676.0m17.4x24.8x2.3x
Sat, 22 Feb 2025UK£19.0bUK£7.4bUK£721.4m21x26.3x2.6x
Mon, 20 Jan 2025UK£18.7bUK£7.4bUK£719.4m21.7x26x2.5x
Wed, 18 Dec 2024UK£18.5bUK£7.4bUK£719.1m22.6x25.7x2.5x
Fri, 15 Nov 2024UK£17.6bUK£7.4bUK£703.6m22.3x25x2.4x
Sun, 13 Oct 2024UK£17.6bUK£7.3bUK£708.0m23.1x24.8x2.4x
Tue, 10 Sep 2024UK£18.0bUK£7.3bUK£721.4m17.8x24.9x2.5x
Thu, 08 Aug 2024UK£18.2bUK£7.3bUK£728.4m25.9x25x2.5x
Sat, 06 Jul 2024UK£19.3bUK£7.4bUK£597.4m23.4x32.3x2.6x
Mon, 03 Jun 2024UK£18.2bUK£7.2bUK£578.9m26.2x31.4x2.5x
Wed, 01 May 2024UK£17.7bUK£7.2bUK£559.7m21.8x31.6x2.5x
Fri, 29 Mar 2024UK£18.2bUK£7.2bUK£559.9m21.8x32.6x2.5x
Sun, 25 Feb 2024UK£18.6bUK£7.2bUK£555.4m27.1x33.5x2.6x
Tue, 23 Jan 2024UK£17.4bUK£7.2bUK£572.2m22.6x30.5x2.4x
Thu, 21 Dec 2023UK£18.4bUK£7.2bUK£574.0m23x32.1x2.6x
Sat, 18 Nov 2023UK£16.4bUK£7.2bUK£569.7m21.1x28.7x2.3x
Mon, 16 Oct 2023UK£15.7bUK£7.1bUK£566.8m21.2x27.6x2.2x
Wed, 13 Sep 2023UK£17.3bUK£7.1bUK£567.5m22.6x30.5x2.4x
Fri, 11 Aug 2023UK£17.6bUK£7.0bUK£567.9m23.5x31x2.5x
Sun, 09 Jul 2023UK£17.8bUK£6.9bUK£536.4m27.9x33.1x2.6x
Tue, 06 Jun 2023UK£19.5bUK£6.6bUK£507.2m29.6x38.5x3x
Thu, 04 May 2023UK£18.9bUK£6.6bUK£507.6m27.6x37.2x2.9x
Price to Earnings Ratio

37.2x


Total Market Cap: UK£18.9bTotal Earnings: UK£507.6mTotal Revenue: UK£6.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Electronic Equipment and Components Industry Price to Earnings3Y Average 36.2x202420252026
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 67.7x which is higher than its 3-year average PE of 36.2x.
  • The 3-year average PS ratio of 2.6x is lower than the industry's current PS ratio of 3.7x.
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-2.14%
Tech0.34%
Electronic Equipment and Components-1.08%
Electronic Manufacturing Services-0.23%
Electronic Equipment and Instruments-1.02%
Electronic Components-1.76%
Technology Distributors-8.81%
Industry PE
  • Investors are most optimistic about the Electronic Manufacturing Services industry which is trading above its 3-year average PE ratio of 13.3x.
    • Analysts are expecting annual earnings growth of 36.2%, which is higher than its past year's earnings growth of 7.9% per year.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Components industry, expecting annual earnings growth of 43% 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 18% 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
BIG Big TechnologiesUK£1.067.7%
+UK£21.9m		51.1%PS6.2x
RSW RenishawUK£44.520.6%
+UK£20.4m		94.4%PE43.7x
SOLI Solid StateUK£1.631.9%
+UK£1.7m		-2.7%PE38.2x
SNX SynecticsUK£1.981.3%
+UK£426.0k		-41.0%PE9.1x
QUBE Quantum Base HoldingsUK£0.232.3%
+UK£424.0k		-19.6%PS68.6x

Latest News

HLMA
UK£44.28
Halma
7D
-1.2%
1Y
62.3%

HLMA: Higher Assumptions And Neutral Stance Will Support Premium Future P/E

Halma's analyst price target has been adjusted from £40.00 to £41.50. Analysts link this shift to updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E.
ONDO
UK£0.043
Ondo InsurTech
7D
-71.7%
1Y
-87.1%
SNX
UK£1.98
Synectics
7D
1.3%
1Y
-41.0%
OXIG
UK£27.92
Oxford Instruments
7D
-3.6%
1Y
70.5%

OXIG: Rebased P/E Assumptions And Margin Outlook Will Guide Future Repricing

Analysts have lifted their price target on Oxford Instruments by £2.20 to reflect updated assumptions around slightly higher profit margins, a modestly adjusted discount rate, and a lower forward P/E multiple, informed by recent Jefferies and JPMorgan research. Analyst Commentary Recent Street research on Oxford Instruments points to supportive sentiment around the shares, with bullish analysts revisiting their valuation work and adjusting price targets higher.
RSW
UK£44.52
Renishaw
7D
0.6%
1Y
94.4%
QUBE
UK£0.23
Quantum Base Holdings
7D
2.3%
1Y
-19.6%
TTG
UK£1.17
TT Electronics
7D
-1.7%
1Y
55.8%
SEE
UK£0.033
Seeing Machines
7D
-4.7%
1Y
80.2%

SEE: Rising Volumes And Earnings Outlook Will Drive Future Repricing

Analysts have trimmed their fair value estimate for Seeing Machines from £0.079 to £0.078, citing updated assumptions for revenue growth, profit margins, discount rates and future P/E multiples. What's in the News Seeing Machines issued earnings guidance for fiscal 2026, with expected revenue of US$79.7 million, giving you a clearer company provided outlook for the year ahead (company guidance).
SOLI
UK£1.63
Solid State
7D
1.9%
1Y
-2.7%
MIDW
UK£1.46
Midwich Group
7D
-9.2%
1Y
-20.5%
BIG
UK£1.06
Big Technologies
7D
7.7%
1Y
51.1%
SDI
UK£0.81
SDI Group
7D
-5.8%
1Y
49.1%
KETL
UK£0.39
Strix Group
7D
-5.8%
1Y
-9.0%
IGE
UK£0.016
Image Scan Holdings
7D
3.2%
1Y
-15.8%
VNET
UK£0.65
Vianet Group
7D
1.6%
1Y
3.2%

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

Jan 03
Vianet Group (LON:VNET) Seems To Use Debt Quite Sensibly