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U.K. (FTSE) Semiconductors Industry Analysis

UpdatedFeb 18, 2026
DataAggregated Company Financials
Companies6
  • 7D3.0%
  • 3M43.6%
  • 1Y-10.3%
  • YTD21.7%

IQE is up 6.2%, leading the way for the Semiconductors industry, which has gained 12%. In contrast, the industry has lost 12% in the last 12 months. Looking forward, earnings are forecast to decline by 25% per year.

Industry Valuation and Performance

Has the U.K. Semiconductors Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 18 Feb 2026UK£304.6mUK£199.9m-UK£44,513,000.0020.5x-6.8x1.5x
Fri, 16 Jan 2026UK£284.0mUK£185.1m-UK£53,963,000.0029.4x-5.3x1.5x
Sun, 14 Dec 2025UK£1.7bUK£422.4m-UK£183,664,421.4628.8x-9.3x4x
Tue, 11 Nov 2025UK£1.7bUK£429.3m-UK£188,749,850.2912.9x-8.9x3.9x
Thu, 09 Oct 2025UK£1.7bUK£431.7m-UK£185,503,846.5311.6x-9.2x4x
Sat, 06 Sep 2025UK£1.7bUK£431.2m-UK£85,371,146.21n/a-19.6x3.9x
Mon, 04 Aug 2025UK£1.6bUK£435.4m-UK£85,943,026.76n/a-18.7x3.7x
Wed, 02 Jul 2025UK£1.6bUK£431.9m-UK£85,111,642.64n/a-18.9x3.7x
Fri, 30 May 2025UK£1.4bUK£437.7m-UK£84,331,728.6232.7x-16.4x3.2x
Sun, 27 Apr 2025UK£1.1bUK£451.9m-UK£69,693,989.6331.5x-16.2x2.5x
Tue, 25 Mar 2025UK£1.1bUK£396.1m-UK£98,494,661.1728.3x-11.4x2.8x
Thu, 20 Feb 2025UK£1.4bUK£400.3m-UK£100,053,972.1730.5x-14.4x3.6x
Sat, 18 Jan 2025UK£1.2bUK£410.4m-UK£98,029,959.3533.6x-12.6x3x
Mon, 16 Dec 2024UK£1.1bUK£403.9m-UK£95,675,399.7432.7x-11.6x2.8x
Wed, 13 Nov 2024UK£1.2bUK£400.3m-UK£78,081,054.6411x-15.4x3x
Fri, 11 Oct 2024UK£1.1bUK£390.7m-UK£74,942,109.1720.9x-14.7x2.8x
Sun, 08 Sep 2024UK£1.4bUK£448.9m-UK£57,171,452.8622.4x-23.6x3x
Tue, 06 Aug 2024UK£1.5bUK£456.0m-UK£58,294,516.9020.4x-25x3.2x
Thu, 04 Jul 2024UK£1.6bUK£472.3m-UK£60,112,217.9423.6x-26.4x3.4x
Sat, 01 Jun 2024UK£1.5bUK£471.0m-UK£57,820,400.3013.9x-26.1x3.2x
Mon, 29 Apr 2024UK£1.3bUK£476.0m-UK£58,632,931.3014.1x-22.9x2.8x
Wed, 27 Mar 2024UK£1.7bUK£484.1m-UK£104,208,959.7311.8x-16.5x3.5x
Fri, 23 Feb 2024UK£1.7bUK£482.4m-UK£104,329,960.2714.7x-16.1x3.5x
Sun, 21 Jan 2024UK£1.3bUK£481.3m-UK£106,254,192.0014.6x-11.8x2.6x
Tue, 19 Dec 2023UK£1.3bUK£478.3m-UK£106,630,806.0013.8x-12.3x2.7x
Thu, 16 Nov 2023UK£1.2bUK£481.8m-UK£106,626,649.0012.6x-11.1x2.5x
Sat, 14 Oct 2023UK£1.2bUK£466.4m-UK£119,545,348.0021.8x-9.7x2.5x
Mon, 11 Sep 2023UK£1.5bUK£385.9m-UK£83,146,917.0049.8x-17.7x3.8x
Wed, 09 Aug 2023UK£1.6bUK£382.7m-UK£83,128,325.0048.2x-18.7x4.1x
Fri, 07 Jul 2023UK£1.4bUK£374.7m-UK£84,317,889.0050x-16.7x3.8x
Sun, 04 Jun 2023UK£1.4bUK£376.0m-UK£86,852,286.0057.7x-15.8x3.7x
Tue, 02 May 2023UK£1.2bUK£373.4m-UK£42,846,542.0082.9x-28.6x3.3x
Thu, 30 Mar 2023UK£1.3bUK£317.3m-UK£27,228,157.0036.3x-47.5x4.1x
Sat, 25 Feb 2023UK£1.4bUK£319.9m-UK£26,572,191.0039.2x-51.2x4.3x
Price to Earnings Ratio

-51.2x


Total Market Cap: UK£1.4bTotal Earnings: -UK£26,572,191.00Total Revenue: UK£319.9mTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Semiconductors Industry Price to Earnings3Y Average -18.4x202420252026
Current Industry PE
  • Investors are pessimistic on the British Semiconductor industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The 3-year average PS ratio of 3.3x is higher than the industry's current PS ratio of 1.5x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor industry have deteriorated over the last three years.
  • Revenues have also declined 15% per year.
  • This means overall sales from these companies are declining and losses are subsequently expanding as well.

Industry Trends

Which industries have driven the changes within the U.K. Tech industry?

GB Market1.65%
Tech1.42%
Semiconductors3.05%
Semiconductor Equipment6.20%
Semiconductors1.49%
Industry PE
  • Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings decline of 24.9%, which is worse than the prior year's decline of 12.6%.
Forecasted Growth
  • Despite it being negative, analysts are least pessimistic on the Semiconductors industry since they expect its earnings to decline by only 25% per year over the next 5 years, which isn't as bad as the other industries.
  • This is even lower than its past earnings decline of 13% per year.
  • In contrast, the Semiconductors industry is expected to see its earnings decline by 25% 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
IQE IQEUK£0.116.2%
+UK£6.1m		-26.6%PS1.1x
KMK Kromek GroupUK£0.118.2%
+UK£5.6m		60.7%PE5.9x
ENSI EnSilicaUK£0.491.0%
+UK£483.0k		7.6%PS2.2x

Latest News

ENSI
UK£0.49
EnSilica
7D
1.0%
1Y
7.6%

Allenby Capital: EnSilica ‘sector multiple would imply a price of around 95p‘ (currently 49p)

On 5 February, EnSilica announced that a design and supply contract with Siemens AG, awarded September 2024, has reached the production tape-out milestone. This marks the completion of the design stage and a significant step towards volume production where EnSilica earns a long-term recurring revenue per chip.
CYAN
UK£0.084
CyanConnode Holdings
7D
-3.4%
1Y
-40.0%
KMK
UK£0.11
Kromek Group
7D
8.2%
1Y
60.7%
NANO
UK£0.055
Nanoco Group
7D
-2.1%
1Y
-43.8%
IQE
UK£0.11
IQE
7D
6.2%
1Y
-26.6%
CML
UK£2.38
CML Microsystems
7D
-4.4%
1Y
-2.9%

We Think You Can Look Beyond CML Microsystems' (LON:CML) Lackluster Earnings

Nov 26
We Think You Can Look Beyond CML Microsystems' (LON:CML) Lackluster Earnings