Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

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

UpdatedSep 22, 2025
DataAggregated Company Financials
Companies27
  • 7D3.1%
  • 3M9.3%
  • 1Y22.3%
  • YTD21.6%

In the last week, the Electronic Equipment and Components industry is up 3.1%, with Renishaw up 12%. Meanwhile, Seeing Machines actually underperformed within the industry, shrinking 5.4% in the last week. This takes the industry's 12 month performance to a gain of 22%. As for the next few years, earnings are expected to grow by 20% 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
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
Thu, 18 May 2023UK£19.4bUK£6.6bUK£506.5m28.4x38.3x2.9x
Sat, 15 Apr 2023UK£18.7bUK£6.6bUK£506.1m28.1x36.9x2.8x
Mon, 13 Mar 2023UK£17.9bUK£6.4bUK£509.6m26x35.1x2.8x
Wed, 08 Feb 2023UK£18.4bUK£6.3bUK£615.5m24.8x29.9x2.9x
Fri, 06 Jan 2023UK£16.9bUK£6.3bUK£619.2m23.8x27.2x2.7x
Sun, 04 Dec 2022UK£17.8bUK£6.3bUK£624.1m24.2x28.5x2.8x
Tue, 01 Nov 2022UK£16.7bUK£6.1bUK£642.3m21.3x25.9x2.7x
Thu, 29 Sep 2022UK£16.1bUK£6.1bUK£645.5m21.8x25x2.6x
Price to Earnings Ratio

25x


Total Market Cap: UK£16.1bTotal Earnings: UK£645.5mTotal Revenue: UK£6.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Electronic Equipment and Components Industry Price to Earnings3Y Average 31.2x202320242025
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 53.9x which is higher than its 3-year average PE of 31.2x.
  • 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 14% per year over the last three years.
  • Meanwhile revenues for these companies have grown 7.0% per year.
  • This means that although more sales are being generated, 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-0.65%
Tech1.72%
Electronic Equipment and Components3.05%
Electronic Components11.96%
Technology Distributors3.47%
Electronic Equipment and Instruments2.91%
Electronic Manufacturing Services0.36%
Industry PE
  • Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 30.2x.
    • Analysts are expecting annual earnings growth of 19.2%, which is higher than its past year's earnings growth of 2.2% per year.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Components industry, expecting annual earnings growth of 70% over the next 5 years.
  • This is better than its past earnings decline of 91% 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
RSW RenishawUK£36.1012.3%
+UK£287.3m		5.6%PE31.3x
HLMA HalmaUK£33.821.6%
+UK£204.0m		31.7%PE43.1x
OXIG Oxford InstrumentsUK£18.943.5%
+UK£35.4m		-9.6%PE41.6x
TTG TT ElectronicsUK£1.126.9%
+UK£12.8m		30.5%PS0.4x
SOLI Solid StateUK£1.708.6%
+UK£7.7m		-32.3%PE188.4x

Latest News

OXIG
UK£18.94
Oxford Instruments
7D
3.5%
1Y
-9.6%

Investors Interested In Oxford Instruments plc's (LON:OXIG) Earnings

Sep 21
Investors Interested In Oxford Instruments plc's (LON:OXIG) Earnings
THRU
UK£0.014
Thruvision Group
7D
-19.4%
1Y
-91.9%
RSW
UK£36.10
Renishaw
7D
12.3%
1Y
5.6%

Neuro And Additive Manufacturing Investments Will Boost Future Prospects

Driven by a substantial improvement in net profit margin and a notable reduction in forward P/E, sentiment on Renishaw has improved, leading to a modest increase in the consensus price target from £31.36 to £32.63. What's in the News Renishaw announced a proposed final dividend of 61.3 pence per share for Fiscal Year 2025, up from 59.4 pence previously.
HLMA
UK£33.82
Halma
7D
1.6%
1Y
31.7%

Strong Cash Generation Will Enable Future Investments In Niche Safety And Environmental Technologies

Analysts have modestly raised Halma’s price target to £32.74, reflecting confidence in its resilient, high-growth business model and acquisition strategy, though some remain cautious on valuation. Analyst Commentary Bullish analysts cite Halma's high-growth, high-returns business model as sustainable, supporting higher valuation multiples.
SPSY
UK£1.94
Spectra Systems
7D
-2.0%
1Y
-20.8%
WPHO
UK£0.64
Windar Photonics
7D
-0.8%
1Y
49.4%
CPX
UK£0.0039
CAP-XX
7D
9.9%
1Y
79.7%
SNX
UK£3.18
Synectics
7D
-5.2%
1Y
19.8%

Synectics plc's (LON:SNX) Earnings Are Not Doing Enough For Some Investors

Sep 12
Synectics plc's (LON:SNX) Earnings Are Not Doing Enough For Some Investors
MIDW
UK£1.86
Midwich Group
7D
2.5%
1Y
-42.0%

Midwich Group plc (LON:MIDW) Shares Could Be 43% Below Their Intrinsic Value Estimate

Sep 12
Midwich Group plc (LON:MIDW) Shares Could Be 43% Below Their Intrinsic Value Estimate
SEE
UK£0.026
Seeing Machines
7D
-4.7%
1Y
-46.4%
SDI
UK£0.96
SDI Group
7D
-3.5%
1Y
67.8%

Is Now An Opportune Moment To Examine SDI Group plc (LON:SDI)?

Sep 09
Is Now An Opportune Moment To Examine SDI Group plc (LON:SDI)?
SOLI
UK£1.70
Solid State
7D
8.6%
1Y
-32.3%
GHH
UK£5.52
Gooch & Housego
7D
-1.8%
1Y
25.5%

Is Gooch & Housego (LON:GHH) A Risky Investment?

Sep 04
Is Gooch & Housego (LON:GHH) A Risky Investment?
KETL
UK£0.47
Strix Group
7D
5.6%
1Y
-37.3%
TTG
UK£1.12
TT Electronics
7D
6.9%
1Y
30.5%
MET
UK£0.011
Metir
7D
-12.5%
1Y
n/a