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U.K. (FTSE) Semiconductors Industry Analysis
UpdatedFeb 02, 2026
DataAggregated Company Financials
Companies6
- 7D-1.7%
- 3M20.5%
- 1Y-17.5%
- YTD10.1%
Over the last 7 days, the Semiconductors industry has dropped 1.7%, driven by a pullback from Kromek Group of 12%. However, the industry is down 17% over the past year. As for the next few years, earnings are forecast to decline by 135% per annum.
Industry Valuation and Performance
Has the U.K. Semiconductors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 02 Feb 2026 | UK£275.7m | UK£196.5m | -UK£45,214,000.00 | 21.6x | -6.1x | 1.4x |
| Wed, 31 Dec 2025 | UK£236.3m | UK£185.1m | -UK£53,963,000.00 | 29.4x | -4.4x | 1.3x |
| Fri, 28 Nov 2025 | UK£1.8b | UK£424.6m | -UK£184,871,176.95 | 27.9x | -10x | 4.3x |
| Sun, 26 Oct 2025 | UK£1.7b | UK£433.3m | -UK£186,366,563.19 | 12.6x | -9x | 3.9x |
| Tue, 23 Sep 2025 | UK£1.7b | UK£441.5m | -UK£75,667,682.15 | 11.5x | -23.1x | 4x |
| Thu, 21 Aug 2025 | UK£1.6b | UK£432.1m | -UK£85,485,522.32 | n/a | -19.1x | 3.8x |
| Sat, 19 Jul 2025 | UK£1.6b | UK£437.2m | -UK£85,831,914.50 | n/a | -18.9x | 3.7x |
| Mon, 16 Jun 2025 | UK£1.6b | UK£436.5m | -UK£84,158,676.29 | 29.6x | -19.5x | 3.8x |
| Wed, 14 May 2025 | UK£1.3b | UK£452.2m | -UK£69,725,878.88 | 31.5x | -18.9x | 2.9x |
| Fri, 11 Apr 2025 | UK£1.2b | UK£395.4m | -UK£98,259,123.14 | 27.1x | -12.2x | 3x |
| Sun, 09 Mar 2025 | UK£1.1b | UK£396.0m | -UK£98,471,681.85 | 29.4x | -11.5x | 2.9x |
| Tue, 04 Feb 2025 | UK£1.4b | UK£403.9m | -UK£99,524,048.53 | 31.8x | -14.1x | 3.5x |
| Thu, 02 Jan 2025 | UK£922.2m | UK£405.3m | -UK£96,171,096.50 | 35.8x | -9.6x | 2.3x |
| Sat, 30 Nov 2024 | UK£1.2b | UK£402.9m | -UK£95,277,365.09 | 29.9x | -13x | 3.1x |
| Mon, 28 Oct 2024 | UK£1.2b | UK£392.0m | -UK£75,408,261.09 | 20x | -15.4x | 3x |
| Wed, 25 Sep 2024 | UK£1.2b | UK£386.1m | -UK£73,261,336.05 | 20.6x | -16.3x | 3.1x |
| Fri, 23 Aug 2024 | UK£1.5b | UK£449.8m | -UK£57,314,768.48 | 22.1x | -26.2x | 3.3x |
| Sun, 21 Jul 2024 | UK£1.5b | UK£450.6m | -UK£56,176,089.08 | 24.7x | -27x | 3.4x |
| Tue, 18 Jun 2024 | UK£1.5b | UK£471.8m | -UK£57,949,945.38 | 12.8x | -26.3x | 3.2x |
| Thu, 16 May 2024 | UK£1.5b | UK£472.3m | -UK£58,038,247.98 | 14.3x | -25.1x | 3.1x |
| Sat, 13 Apr 2024 | UK£1.8b | UK£472.1m | -UK£42,545,034.05 | 11.5x | -41.7x | 3.8x |
| Mon, 11 Mar 2024 | UK£1.9b | UK£479.7m | -UK£103,778,193.73 | 13.7x | -18x | 3.9x |
| Wed, 07 Feb 2024 | UK£1.4b | UK£483.6m | -UK£104,448,728.61 | 15.6x | -13.1x | 2.8x |
| Fri, 05 Jan 2024 | UK£1.3b | UK£481.6m | -UK£106,278,191.00 | 14.9x | -12.2x | 2.7x |
| Sun, 03 Dec 2023 | UK£1.2b | UK£476.2m | -UK£106,083,269.00 | 13x | -11.7x | 2.6x |
| Tue, 31 Oct 2023 | UK£1.1b | UK£487.1m | -UK£107,147,876.00 | 11.9x | -9.9x | 2.2x |
| Thu, 28 Sep 2023 | UK£1.3b | UK£462.9m | -UK£120,712,117.00 | 49.7x | -10.4x | 2.7x |
| Sat, 26 Aug 2023 | UK£1.5b | UK£384.6m | -UK£83,139,032.00 | 47.2x | -17.6x | 3.8x |
| Mon, 24 Jul 2023 | UK£1.6b | UK£373.2m | -UK£84,308,745.00 | 47.5x | -19.3x | 4.4x |
| Wed, 21 Jun 2023 | UK£1.5b | UK£372.3m | -UK£86,830,848.00 | 55.1x | -16.8x | 3.9x |
| Fri, 19 May 2023 | UK£1.2b | UK£381.1m | -UK£80,790,229.00 | 73.7x | -14.8x | 3.1x |
| Sun, 16 Apr 2023 | UK£1.3b | UK£316.5m | -UK£27,403,124.00 | 40.8x | -49.1x | 4.3x |
| Tue, 14 Mar 2023 | UK£1.3b | UK£317.9m | -UK£26,994,773.00 | 39.4x | -48.7x | 4.1x |
| Thu, 09 Feb 2023 | UK£1.5b | UK£317.2m | -UK£27,278,412.00 | 33.8x | -53.5x | 4.6x |
Price to Earnings Ratio
-53.5x
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 1.4x.
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 Market | 0.42% | |
| Tech | -2.35% | |
| Semiconductors | -1.73% | |
| Semiconductor Equipment | 3.40% | |
| Semiconductors | -3.60% | |
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 134.7%, 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 135% 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 135% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| IQE IQE | UK£0.079 | 3.4% +UK£2.5m | -47.1% | PS0.8x | |
| CYAN CyanConnode Holdings | UK£0.069 | 10.0% +UK£2.2m | -43.2% | PS1.5x | |
| ENSI EnSilica | UK£0.50 | 2.0% +UK£966.0k | 12.4% | PS2.7x | |
| CML CML Microsystems | UK£2.54 | 0.8% +UK£332.1k | -0.4% | PE37.4x |