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U.S. Consumer Electronics Industry Analysis

UpdatedApr 28, 2026
DataAggregated Company Financials
Companies11
  • 7D-3.6%
  • 3M24.4%
  • 1Y29.3%
  • YTDn/a

Over the last 7 days, the Consumer Electronics industry has dropped 3.6%, driven by Garmin declining 6.7%. In contrast, GoPro has gained 8.6%. In the past year, the industry has gained 29%. Earnings are forecast to grow by 9.4% annually.

Industry Valuation and Performance

Has the U.S. Consumer Electronics Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 29 Apr 2026US$52.1bUS$9.7bUS$1.5b29.8x34.1x5.4x
Fri, 27 Mar 2026US$48.9bUS$9.7bUS$1.5b27.3x32x5x
Sun, 22 Feb 2026US$50.0bUS$9.7bUS$1.5b28.8x33.4x5.1x
Tue, 20 Jan 2026US$43.0bUS$9.5bUS$1.4b25.9x31.6x4.6x
Thu, 18 Dec 2025US$42.4bUS$9.5bUS$1.4b24.7x31.1x4.5x
Sat, 15 Nov 2025US$39.9bUS$9.5bUS$1.3b23.8x29.8x4.2x
Mon, 13 Oct 2025US$50.2bUS$9.4bUS$1.3b30.4x37.5x5.4x
Wed, 10 Sep 2025US$48.2bUS$9.4bUS$1.3b29.3x36x5.1x
Fri, 08 Aug 2025US$46.0bUS$9.4bUS$1.3b28.1x35.5x4.9x
Sun, 06 Jul 2025US$43.0bUS$9.1bUS$1.2b28.2x35.8x4.7x
Tue, 03 Jun 2025US$40.6bUS$9.1bUS$1.2b26.6x33.7x4.4x
Thu, 01 May 2025US$40.7bUS$9.0bUS$882.2m25.5x46.1x4.5x
Sat, 29 Mar 2025US$43.5bUS$9.4bUS$800.0m29.1x54.4x4.6x
Mon, 24 Feb 2025US$45.2bUS$9.4bUS$800.0m30.6x56.4x4.8x
Wed, 22 Jan 2025US$43.7bUS$9.2bUS$1.0b27.6x43x4.7x
Fri, 20 Dec 2024US$41.9bUS$9.2bUS$1.0b26x41.3x4.5x
Sun, 17 Nov 2024US$44.5bUS$11.0bUS$1.0b647.1x43.8x4x
Tue, 15 Oct 2024US$36.1bUS$10.7bUS$900.4m28.6x40.1x3.4x
Thu, 12 Sep 2024US$39.2bUS$10.8bUS$886.9m25.7x44.2x3.6x
Sat, 10 Aug 2024US$36.3bUS$10.8bUS$890.8m23.4x40.7x3.4x
Mon, 08 Jul 2024US$35.6bUS$10.6bUS$879.5m22.8x40.5x3.4x
Wed, 05 Jun 2024US$36.8bUS$11.7bUS$850.7m23x43.2x3.2x
Fri, 03 May 2024US$37.0bUS$11.8bUS$1.2b23.3x31.7x3.1x
Sun, 31 Mar 2024US$34.4bUS$11.5bUS$1.1b22.1x31.5x3x
Tue, 27 Feb 2024US$31.8bUS$11.6bUS$1.1b20.1x29.1x2.7x
Thu, 25 Jan 2024US$29.4bUS$11.5bUS$840.1m23x35x2.6x
Sat, 23 Dec 2023US$29.8bUS$11.5bUS$845.6m23.5x35.3x2.6x
Mon, 20 Nov 2023US$27.5bUS$11.5bUS$845.8m22x32.6x2.4x
Wed, 18 Oct 2023US$24.5bUS$11.5bUS$809.9m20.6x30.3x2.1x
Fri, 15 Sep 2023US$24.7bUS$11.5bUS$810.8m20.5x30.5x2.2x
Sun, 13 Aug 2023US$24.7bUS$11.5bUS$813.3m19.9x30.3x2.1x
Tue, 11 Jul 2023US$25.8bUS$11.5bUS$844.0m21x30.5x2.2x
Thu, 08 Jun 2023US$25.7bUS$11.5bUS$802.5m21x32x2.2x
Sat, 06 May 2023US$26.4bUS$11.8bUS$901.6m22.1x29.3x2.2x
Price to Earnings Ratio

29.3x


Total Market Cap: US$26.4bTotal Earnings: US$901.6mTotal Revenue: US$11.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Electronics Industry Price to Earnings3Y Average 36.3x202420252026
Current Industry PE
  • Investors are relatively neutral on the American Consumer Electronics industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 36.3x.
  • The 3-year average PS ratio of 3.7x is lower than the industry's current PS ratio of 5.4x.
Past Earnings Growth
  • The earnings for companies in the Consumer Electronics industry have grown 17% per year over the last three years.
  • Meanwhile revenues for these companies have declined 6.4% per year.
  • This means that less sales are being generated overall, but since cost of doing business is lower, profits have been increasing.

Industry Comparison

How does U.S. Consumer Electronics compare with similar industries?

US Market0.72%
Consumer Discretionary-0.52%
Consumer Durables-1.93%
Consumer Electronics-3.63%
Homebuilding-0.91%
Household Appliances-3.06%
Housewares and Specialties-3.65%
Home Furnishings-4.24%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
GPRO GoProUS$1.528.6%
+US$19.6m		152.6%PS0.4x
KOSS KossUS$4.301.7%
+US$662.7k		-12.8%PS3.2x
RIME Algorhythm HoldingsUS$1.032.5%
+US$366.3k		-55.4%PS3.4x

Latest News

UEIC
US$4.26
Universal Electronics
7D
-2.3%
1Y
-10.5%

Universal Electronics Has Multiple Paths To A Rebound

Apr 28
GPRO
US$1.52
GoPro
7D
8.6%
1Y
152.6%

GoPro: Reiterating My Sell Rating On Weak Demand And Poor Fundamentals

Apr 24
SONO
US$14.48
Sonos
7D
-3.1%
1Y
53.2%

SONO: Future Upside Will Depend On Execution And Product Ecosystem Expansion

Analysts have adjusted the Sonos price target by $1 to reflect updated views on growth, margins, and a modestly lower future P/E multiple. Analyst Commentary Recent Street research on companies in adjacent sectors shows a mixed backdrop, with several Bearish analysts trimming price targets even as others maintain more constructive views.
GRMN
US$247.81
Garmin
7D
-6.7%
1Y
21.4%

GRMN: Premium AI And Product Cycle Expectations Will Likely Disappoint

Analysts held the fair value estimate for Garmin at $220. A series of higher price targets and updated models citing outperformance, expected new product launches, AI enabled services, expanding distribution and fitness momentum led to slightly higher revenue growth, discount rate and future P/E assumptions in the refreshed narrative.
RIME
US$1.03
Algorhythm Holdings
7D
2.5%
1Y
-55.4%
KOSS
US$4.30
Koss
7D
1.7%
1Y
-12.8%
MSN
US$0.43
Emerson Radio
7D
-3.7%
1Y
6.1%