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

UpdatedJun 13, 2026
DataAggregated Company Financials
Companies24
  • 7D-12.8%
  • 3M6.2%
  • 1Y32.9%
  • YTD16.3%

Over the last 7 days, the Electronic Equipment and Components industry has dropped 13%, driven by Halma declining 16%. This takes the industry's 12 month performance to a gain of 33%. 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
Sat, 13 Jun 2026UK£21.6bUK£6.4bUK£395.9m18x54.6x3.4x
Mon, 11 May 2026UK£24.2bUK£6.3bUK£341.5m17x71x3.9x
Wed, 08 Apr 2026UK£19.7bUK£6.3bUK£341.9m16.9x57.6x3.1x
Fri, 06 Mar 2026UK£20.9bUK£6.3bUK£344.5m22.9x60.8x3.3x
Sun, 01 Feb 2026UK£19.2bUK£6.2bUK£355.1m23.8x54.1x3.1x
Tue, 30 Dec 2025UK£18.6bUK£6.2bUK£353.5m23.4x52.5x3x
Thu, 27 Nov 2025UK£22.8bUK£7.5bUK£412.8m24.5x55.2x3x
Sat, 25 Oct 2025UK£22.9bUK£7.4bUK£373.0m28.6x61.4x3.1x
Mon, 22 Sep 2025UK£22.2bUK£7.5bUK£412.1m28.7x53.9x3x
Wed, 20 Aug 2025UK£21.2bUK£7.5bUK£427.3m28.3x49.6x2.8x
Fri, 18 Jul 2025UK£21.2bUK£7.4bUK£602.3m30.3x35.3x2.9x
Sun, 15 Jun 2025UK£19.5bUK£7.4bUK£606.5m22.4x32.2x2.6x
Tue, 13 May 2025UK£17.9bUK£7.4bUK£630.0m20.3x28.5x2.4x
Thu, 10 Apr 2025UK£14.7bUK£7.4bUK£676.7m15x21.7x2x
Sat, 08 Mar 2025UK£17.6bUK£7.4bUK£681.5m19.6x25.8x2.4x
Mon, 03 Feb 2025UK£20.1bUK£7.4bUK£719.4m20.5x27.9x2.7x
Wed, 01 Jan 2025UK£18.2bUK£7.4bUK£720.1m21.4x25.3x2.5x
Fri, 29 Nov 2024UK£17.9bUK£7.5bUK£720.6m22.5x24.8x2.4x
Sun, 27 Oct 2024UK£17.3bUK£7.3bUK£707.0m24.1x24.5x2.4x
Tue, 24 Sep 2024UK£18.0bUK£7.3bUK£712.8m23.4x25.2x2.5x
Thu, 22 Aug 2024UK£18.6bUK£7.2bUK£723.1m26.1x25.8x2.6x
Sat, 20 Jul 2024UK£19.3bUK£7.4bUK£599.5m27.2x32.2x2.6x
Mon, 17 Jun 2024UK£19.7bUK£7.4bUK£598.1m26.4x32.9x2.7x
Wed, 15 May 2024UK£18.5bUK£7.2bUK£578.3m23.3x32x2.6x
Fri, 12 Apr 2024UK£17.7bUK£7.2bUK£559.8m22.1x31.6x2.5x
Sun, 10 Mar 2024UK£18.1bUK£7.1bUK£563.0m21x32.1x2.5x
Tue, 06 Feb 2024UK£17.2bUK£7.2bUK£574.1m21.5x30x2.4x
Thu, 04 Jan 2024UK£17.3bUK£7.2bUK£573.9m21.8x30.2x2.4x
Sat, 02 Dec 2023UK£16.7bUK£7.2bUK£570.1m21.1x29.2x2.3x
Mon, 30 Oct 2023UK£14.6bUK£7.1bUK£564.3m19.8x25.9x2x
Wed, 27 Sep 2023UK£16.1bUK£7.1bUK£564.6m22.6x28.6x2.3x
Fri, 25 Aug 2023UK£16.9bUK£7.1bUK£563.3m24.5x30x2.4x
Sun, 23 Jul 2023UK£18.5bUK£6.9bUK£537.1m25.1x34.5x2.7x
Tue, 20 Jun 2023UK£18.8bUK£6.8bUK£533.8m30.2x35.3x2.8x
Price to Earnings Ratio

35.3x


Total Market Cap: UK£18.8bTotal 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 37.6x202420252026
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 54.6x which is higher than its 3-year average PE of 37.6x.
  • 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 Market1.05%
Tech-8.77%
Electronic Equipment and Components-12.78%
Electronic Manufacturing Services3.77%
Electronic Components2.07%
Technology Distributors-2.57%
Electronic Equipment and Instruments-13.28%
Industry PE
  • Investors are most optimistic about the Electronic Manufacturing Services industry which is trading above its 3-year average PE ratio of 19.9x.
    • 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 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
GHH Gooch & HousegoUK£9.923.8%
+UK£9.9m		74.0%PE68.9x
KETL Strix GroupUK£0.406.4%
+UK£5.3m		-13.2%PE10.8x
TTG TT ElectronicsUK£1.181.4%
+UK£2.9m		14.3%PS0.4x
SDI SDI GroupUK£0.830.5%
+UK£418.2k		2.3%PE19x
CPX CAP-XXUK£0.00271.9%
+UK£289.9k		63.6%PS5.8x

Latest News

HLMA
UK£38.98
Halma
7D
-16.4%
1Y
25.3%
KETL
UK£0.40
Strix Group
7D
6.4%
1Y
-13.2%
TTG
UK£1.18
TT Electronics
7D
1.4%
1Y
14.3%
OXIG
UK£28.78
Oxford Instruments
7D
-6.0%
1Y
59.9%
SPSY
UK£1.81
Spectra Systems
7D
-12.4%
1Y
-14.0%
SEE
UK£0.042
Seeing Machines
7D
-10.8%
1Y
88.6%
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.
RSW
UK£50.30
Renishaw
7D
-3.8%
1Y
86.0%
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.
GHH
UK£9.92
Gooch & Housego
7D
3.8%
1Y
74.0%
Narrative Update • Jun 05

GHH: Higher Margin Outlook Will Support Stronger Future P/E Re-Rating

Analysts have lifted their price target for Gooch & Housego from £8.97 to £10.93, citing updated assumptions on discount rate, revenue growth, profit margins and future P/E as the key drivers of the new view. What's in the News No recent news stories, periodical coverage or key developments were identified for Gooch & Housego based on the sources provided.
MET
UK£0.0085
Metir
7D
6.3%
1Y
25.9%
BIG
UK£1.03
Big Technologies
7D
-1.4%
1Y
10.8%
MIDW
UK£1.35
Midwich Group
7D
-2.3%
1Y
-34.7%
SDI
UK£0.83
SDI Group
7D
0.5%
1Y
2.3%
LST
UK£0.019
Light Science Technologies Holdings
7D
-9.3%
1Y
-45.8%
CPX
UK£0.0027
CAP-XX
7D
1.9%
1Y
63.6%