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

UpdatedOct 01, 2025
DataAggregated Company Financials
Companies27
  • 7D2.0%
  • 3M7.3%
  • 1Y21.9%
  • YTD23.1%

The Electronic Equipment and Components is pretty flat in the last 7 days, but Halma has stood out, gaining 3.7%. The past year has been better, since the industry has gained 21% in that time. Looking forward, earnings are forecast to grow by 20% annually.

Industry Valuation and Performance

Has the U.K. Electronic Equipment and Components Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 02 Oct 2025UK£22.4bUK£7.4bUK£405.8m29.6x55.1x3x
Sat, 30 Aug 2025UK£21.5bUK£7.5bUK£427.2m26.9x50.3x2.9x
Mon, 28 Jul 2025UK£21.2bUK£7.4bUK£602.3m28.6x35.2x2.8x
Wed, 25 Jun 2025UK£20.4bUK£7.4bUK£606.6m23.6x33.7x2.7x
Fri, 23 May 2025UK£17.6bUK£7.3bUK£631.3m20x27.8x2.4x
Sun, 20 Apr 2025UK£15.9bUK£7.3bUK£635.4m16.4x25.1x2.2x
Tue, 18 Mar 2025UK£17.4bUK£7.4bUK£681.6m19.6x25.5x2.3x
Thu, 13 Feb 2025UK£19.5bUK£7.4bUK£719.5m19.7x27.1x2.6x
Sat, 11 Jan 2025UK£18.1bUK£7.4bUK£719.5m21.7x25.1x2.4x
Mon, 09 Dec 2024UK£18.4bUK£7.5bUK£723.4m22.2x25.4x2.5x
Wed, 06 Nov 2024UK£17.3bUK£7.3bUK£707.0m21.9x24.5x2.4x
Fri, 04 Oct 2024UK£18.0bUK£7.3bUK£710.3m23.4x25.4x2.5x
Sun, 01 Sep 2024UK£18.7bUK£7.2bUK£725.8m17.9x25.8x2.6x
Tue, 30 Jul 2024UK£18.7bUK£7.4bUK£599.5m26.8x31.2x2.5x
Thu, 27 Jun 2024UK£19.1bUK£7.4bUK£597.9m25.2x32x2.6x
Sat, 25 May 2024UK£18.6bUK£7.2bUK£578.9m24.7x32.2x2.6x
Mon, 22 Apr 2024UK£17.2bUK£7.2bUK£559.5m21.8x30.8x2.4x
Wed, 20 Mar 2024UK£17.6bUK£7.1bUK£551.0m21.9x31.9x2.5x
Fri, 16 Feb 2024UK£17.8bUK£7.2bUK£555.3m26.4x32x2.5x
Sun, 14 Jan 2024UK£17.5bUK£7.2bUK£573.0m22x30.6x2.4x
Tue, 12 Dec 2023UK£17.3bUK£7.2bUK£574.0m24.1x30.1x2.4x
Thu, 09 Nov 2023UK£15.4bUK£7.1bUK£567.4m20.2x27.2x2.2x
Sat, 07 Oct 2023UK£16.2bUK£7.1bUK£566.9m21.6x28.5x2.3x
Mon, 04 Sep 2023UK£17.2bUK£7.1bUK£563.7m24.8x30.5x2.4x
Wed, 02 Aug 2023UK£18.0bUK£7.0bUK£560.1m24.3x32.1x2.6x
Fri, 30 Jun 2023UK£18.4bUK£6.8bUK£533.7m29.6x34.5x2.7x
Sun, 28 May 2023UK£19.0bUK£6.6bUK£505.2m28.4x37.7x2.9x
Tue, 25 Apr 2023UK£18.6bUK£6.6bUK£507.2m27x36.6x2.8x
Thu, 23 Mar 2023UK£17.8bUK£6.6bUK£510.7m26.7x34.9x2.7x
Sat, 18 Feb 2023UK£18.2bUK£6.3bUK£615.7m24.8x29.5x2.9x
Mon, 16 Jan 2023UK£17.5bUK£6.3bUK£619.3m25.7x28.3x2.8x
Wed, 14 Dec 2022UK£17.5bUK£6.3bUK£620.0m22.9x28.2x2.8x
Fri, 11 Nov 2022UK£18.1bUK£6.1bUK£646.2m22.7x28x3x
Sun, 09 Oct 2022UK£16.4bUK£6.1bUK£648.2m22.1x25.3x2.7x
Price to Earnings Ratio

25.3x


Total Market Cap: UK£16.4bTotal Earnings: UK£648.2mTotal Revenue: UK£6.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Electronic Equipment and Components Industry Price to Earnings3Y Average 31.5x202320242025
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 55.1x which is higher than its 3-year average PE of 31.5x.
  • 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 6.8% 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 Market2.12%
Tech1.22%
Electronic Equipment and Components2.01%
Electronic Manufacturing Services5.00%
Electronic Equipment and Instruments2.27%
Technology Distributors-1.41%
Electronic Components-9.88%
Industry PE
  • Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 30.4x.
    • 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 87% 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
HLMA HalmaUK£34.603.7%
+UK£460.8m		33.0%PE44.1x
SXS SpectrisUK£41.100.6%
+UK£26.0m		51.2%PE70.6x
RSW RenishawUK£36.350.7%
+UK£18.2m		-3.5%PE31.6x
SEE Seeing MachinesUK£0.02813.5%
+UK£14.2m		-39.3%PS2.9x
GHH Gooch & HousegoUK£5.885.0%
+UK£7.6m		47.0%PE30.6x

Latest News

BIG
UK£0.84
Big Technologies
7D
-2.6%
1Y
-27.1%
SPSY
UK£1.69
Spectra Systems
7D
-12.9%
1Y
-29.0%
SEE
UK£0.028
Seeing Machines
7D
13.5%
1Y
-39.3%

Bearish: Analysts Just Cut Their Seeing Machines Limited (LON:SEE) Revenue and EPS estimates

Oct 01
Bearish: Analysts Just Cut Their Seeing Machines Limited (LON:SEE) Revenue and EPS estimates
RSW
UK£36.35
Renishaw
7D
0.7%
1Y
-3.5%
TTG
UK£1.10
TT Electronics
7D
-6.4%
1Y
11.3%
GHH
UK£5.88
Gooch & Housego
7D
5.0%
1Y
47.0%

Gooch & Housego PLC's (LON:GHH) Intrinsic Value Is Potentially 90% Above Its Share Price

Sep 26
Gooch & Housego PLC's (LON:GHH) Intrinsic Value Is Potentially 90% Above Its Share Price
HLMA
UK£34.60
Halma
7D
3.7%
1Y
33.0%
LST
UK£0.04
Light Science Technologies Holdings
7D
12.7%
1Y
50.9%
SOLI
UK£1.65
Solid State
7D
-2.9%
1Y
-37.1%
SDI
UK£0.86
SDI Group
7D
-9.0%
1Y
70.3%
OXIG
UK£18.94
Oxford Instruments
7D
-0.5%
1Y
-7.8%

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

Sep 21
Investors Interested In Oxford Instruments plc's (LON:OXIG) Earnings
MIDW
UK£1.85
Midwich Group
7D
-1.3%
1Y
-41.6%

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
SXS
UK£41.10
Spectris
7D
0.6%
1Y
51.2%

Overvaluation Will Collapse As GB Electronic Industry Faces Uncertainty

Spectris’s future P/E multiple has increased while its net profit margin has declined slightly, resulting in a marginal upward revision of the consensus analyst price target from £33.52 to £34.06. What's in the News Spectris received competing acquisition offers from Advent International and KKR, with the board ultimately recommending a revised higher cash offer from KKR at £41.75 per share, including a 28p interim dividend, and withdrawing support for Advent's offer.
KETL
UK£0.37
Strix Group
7D
-23.2%
1Y
-45.1%
ONDO
UK£0.34
Ondo InsurTech
7D
11.8%
1Y
145.5%
MET
UK£0.011
Metir
7D
2.4%
1Y
n/a