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

UpdatedDec 26, 2025
DataAggregated Company Financials
Companies25
  • 7D0.7%
  • 3M5.1%
  • 1Y18.5%
  • YTD19.4%

In the last week, the Electronic Equipment and Components industry is up 1.9%, with Halma up 0.7%. In the last 12 months, the industry was up 18%. As for the next few years, earnings are expected to grow by 16% 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 Dec 2025UK£18.7bUK£6.2bUK£356.0m23x52.6x3x
Sun, 23 Nov 2025UK£22.4bUK£7.5bUK£412.5m24.5x54.3x3x
Tue, 21 Oct 2025UK£22.5bUK£7.4bUK£373.1m27.6x60.2x3x
Thu, 18 Sep 2025UK£21.4bUK£7.5bUK£427.0m27.6x50.2x2.9x
Sat, 16 Aug 2025UK£21.0bUK£7.5bUK£427.4m28.3x49.1x2.8x
Mon, 14 Jul 2025UK£21.0bUK£7.4bUK£602.3m30.2x34.9x2.8x
Wed, 11 Jun 2025UK£19.3bUK£7.3bUK£623.2m20.8x30.9x2.6x
Fri, 09 May 2025UK£17.5bUK£7.4bUK£630.1m19.9x27.7x2.4x
Sun, 06 Apr 2025UK£15.4bUK£7.4bUK£676.9m14.9x22.8x2.1x
Tue, 04 Mar 2025UK£18.0bUK£7.4bUK£681.0m20.2x26.4x2.4x
Thu, 30 Jan 2025UK£19.7bUK£7.4bUK£719.9m20.6x27.3x2.6x
Sat, 28 Dec 2024UK£18.2bUK£7.4bUK£720.1m21.6x25.3x2.5x
Mon, 25 Nov 2024UK£18.0bUK£7.5bUK£720.4m23.1x25x2.4x
Wed, 23 Oct 2024UK£17.3bUK£7.3bUK£707.9m24.1x24.4x2.4x
Fri, 20 Sep 2024UK£18.3bUK£7.3bUK£712.7m24.1x25.7x2.5x
Sun, 18 Aug 2024UK£18.5bUK£7.2bUK£722.9m26.1x25.6x2.6x
Tue, 16 Jul 2024UK£19.5bUK£7.4bUK£599.6m23.8x32.5x2.6x
Thu, 13 Jun 2024UK£18.3bUK£7.3bUK£566.7m27.2x32.4x2.5x
Sat, 11 May 2024UK£18.6bUK£7.2bUK£578.2m23.3x32.2x2.6x
Mon, 08 Apr 2024UK£17.7bUK£7.2bUK£559.9m21.8x31.6x2.5x
Wed, 06 Mar 2024UK£17.9bUK£7.2bUK£564.3m20x31.7x2.5x
Fri, 02 Feb 2024UK£17.5bUK£7.2bUK£571.2m22x30.6x2.4x
Sun, 31 Dec 2023UK£18.1bUK£7.2bUK£574.1m22.7x31.6x2.5x
Tue, 28 Nov 2023UK£16.6bUK£7.2bUK£570.1m20.8x29.2x2.3x
Thu, 26 Oct 2023UK£14.8bUK£7.1bUK£564.3m20.6x26.2x2.1x
Sat, 23 Sep 2023UK£16.4bUK£7.1bUK£563.7m22.6x29.1x2.3x
Mon, 21 Aug 2023UK£16.8bUK£7.1bUK£563.4m24.5x29.8x2.4x
Wed, 19 Jul 2023UK£18.2bUK£6.9bUK£536.7m24.6x33.9x2.6x
Fri, 16 Jun 2023UK£19.2bUK£6.7bUK£523.1m29.3x36.6x2.9x
Sun, 14 May 2023UK£19.4bUK£6.6bUK£507.6m28.2x38.2x2.9x
Tue, 11 Apr 2023UK£18.1bUK£6.6bUK£506.2m29.7x35.7x2.7x
Thu, 09 Mar 2023UK£18.5bUK£6.3bUK£533.7m27.9x34.7x2.9x
Sat, 04 Feb 2023UK£18.5bUK£6.3bUK£615.6m25.3x30.1x2.9x
Mon, 02 Jan 2023UK£16.4bUK£6.3bUK£619.3m23.3x26.4x2.6x
Price to Earnings Ratio

26.4x


Total Market Cap: UK£16.4bTotal Earnings: UK£619.3mTotal Revenue: UK£6.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Electronic Equipment and Components Industry Price to Earnings3Y Average 33.2x20242025
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 52.6x which is higher than its 3-year average PE of 33.2x.
  • The 3-year average PS ratio of 2.6x is lower than the industry's current PS ratio of 3.0x.
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 Market0.35%
Tech-0.39%
Electronic Equipment and Components0.70%
Electronic Components3.37%
Electronic Equipment and Instruments0.69%
Technology Distributors-1.50%
Electronic Manufacturing Services-1.94%
Industry PE
  • Investors are most optimistic about the Electronic Manufacturing Services industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 38.4%, 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 72% 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£35.680.7%
+UK£90.6m		30.7%PE38.8x
RSW RenishawUK£34.801.0%
+UK£25.5m		3.4%PE30.2x
SEE Seeing MachinesUK£0.0516.4%
+UK£14.8m		10.5%PS5.3x
KETL Strix GroupUK£0.4613.0%
+UK£12.2m		-4.1%PE12.9x
BIG Big TechnologiesUK£0.742.5%
+UK£5.2m		-46.7%PS4.4x

Latest News

NAR
UK£0.33
Northamber
7D
-4.4%
1Y
14.0%
RSW
UK£34.80
Renishaw
7D
1.0%
1Y
3.4%

Renishaw (LON:RSW) Has Some Way To Go To Become A Multi-Bagger

Dec 24
Renishaw (LON:RSW) Has Some Way To Go To Become A Multi-Bagger
WPHO
UK£0.41
Windar Photonics
7D
-3.5%
1Y
-33.3%
GHH
UK£6.08
Gooch & Housego
7D
-1.9%
1Y
20.3%

Market Participants Recognise Gooch & Housego PLC's (LON:GHH) Earnings Pushing Shares 25% Higher

Dec 20
Market Participants Recognise Gooch & Housego PLC's (LON:GHH) Earnings Pushing Shares 25% Higher
KETL
UK£0.46
Strix Group
7D
13.0%
1Y
-4.1%

Even With A 28% Surge, Cautious Investors Are Not Rewarding Strix Group Plc's (LON:KETL) Performance Completely

Dec 20
Even With A 28% Surge, Cautious Investors Are Not Rewarding Strix Group Plc's (LON:KETL) Performance Completely
TTG
UK£1.13
TT Electronics
7D
0.9%
1Y
5.4%
HLMA
UK£35.68
Halma
7D
0.7%
1Y
30.7%

HLMA: Raised Price Views Will Likely Sustain Premium Multiple Amid Mixed Sentiment

The analyst price target for Halma has been nudged higher, with our updated fair value estimate rising from about £36.67 to £37.11 per share. Analysts highlight a richer future earnings multiple supported by a series of upward target revisions across the Street, despite slightly softer long term growth and margin assumptions.
OXIG
UK£20.55
Oxford Instruments
7D
-1.7%
1Y
-2.1%

OXIG: Share Buybacks And Margin Outlook Will Shape Balanced Future Returns

We raise our Oxford Instruments fair value estimate by approximately £1.00 per share to reflect analysts' slightly lower topline expectations but improved profitability outlook, as well as still supportive, albeit trimmed, Street price targets in the £23.00 to £25.00 range. Analyst Commentary Recent Street research on Oxford Instruments reflects a more cautious stance, with several bearish analysts trimming price targets and rebalancing their recommendations as the shares approach previously optimistic valuation ranges.
CPX
UK£0.0023
CAP-XX
7D
-4.2%
1Y
67.9%
SDI
UK£0.83
SDI Group
7D
5.0%
1Y
44.0%
BIG
UK£0.74
Big Technologies
7D
2.5%
1Y
-46.7%
MIDW
UK£1.82
Midwich Group
7D
-1.4%
1Y
-36.8%

Midwich Group (LON:MIDW) Might Be Having Difficulty Using Its Capital Effectively

Dec 03
Midwich Group (LON:MIDW) Might Be Having Difficulty Using Its Capital Effectively
SPSY
UK£1.54
Spectra Systems
7D
3.4%
1Y
-35.3%
WSG
UK£0.012
Westminster Group
7D
-7.7%
1Y
-29.4%
SEE
UK£0.051
Seeing Machines
7D
6.4%
1Y
10.5%

Seeing Machines Limited's (LON:SEE) P/S Is Still On The Mark Following 41% Share Price Bounce

Dec 01
Seeing Machines Limited's (LON:SEE) P/S Is Still On The Mark Following 41% Share Price Bounce
SNT
UK£0.065
Sabien Technology Group
7D
-13.3%
1Y
-49.0%