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U.S. Consumer Electronics Industry Analysis

UpdatedJan 27, 2026
DataAggregated Company Financials
Companies13
  • 7D-2.5%
  • 3M-16.6%
  • 1Y-3.4%
  • YTDn/a

Over the last 7 days, the Consumer Electronics industry has dropped 2.5%, driven by a pullback from Garmin of 2.3%. Overall the industry is down 3.4% in 12 months. As for the next few years, earnings are expected to grow by 12% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 28 Jan 2026US$41.9bUS$9.5bUS$1.4b25.1x30.8x4.4x
Fri, 26 Dec 2025US$42.0bUS$9.5bUS$1.4b25.1x30.8x4.4x
Sun, 23 Nov 2025US$39.4bUS$9.5bUS$1.4b23.5x28.9x4.2x
Tue, 21 Oct 2025US$50.5bUS$9.4bUS$1.3b30.6x37.8x5.4x
Thu, 18 Sep 2025US$48.0bUS$9.4bUS$1.3b28.7x35.9x5.1x
Sat, 16 Aug 2025US$47.2bUS$9.4bUS$1.3b28.5x35.5x5x
Mon, 14 Jul 2025US$43.2bUS$9.1bUS$1.2b28.3x35.9x4.7x
Wed, 11 Jun 2025US$41.7bUS$9.1bUS$1.2b27.6x34.6x4.6x
Fri, 09 May 2025US$37.6bUS$9.1bUS$939.0m25x40x4.1x
Sun, 06 Apr 2025US$35.6bUS$9.0bUS$871.8m24.3x40.9x4x
Tue, 04 Mar 2025US$46.1bUS$9.4bUS$800.0m30.8x57.6x4.9x
Thu, 30 Jan 2025US$44.0bUS$9.2bUS$1.0b27.1x43.4x4.8x
Sat, 28 Dec 2024US$42.8bUS$9.2bUS$1.0b26.5x42.2x4.6x
Mon, 25 Nov 2024US$44.9bUS$11.0bUS$1.0b646.1x44.2x4.1x
Wed, 23 Oct 2024US$36.4bUS$10.7bUS$900.4m28.6x40.4x3.4x
Fri, 20 Sep 2024US$36.9bUS$10.8bUS$886.9m28.5x41.6x3.4x
Sun, 18 Aug 2024US$37.2bUS$10.8bUS$890.4m25.7x41.8x3.5x
Tue, 16 Jul 2024US$37.0bUS$10.6bUS$880.9m24x42x3.5x
Thu, 13 Jun 2024US$36.5bUS$11.7bUS$850.7m23.1x42.9x3.1x
Sat, 11 May 2024US$38.1bUS$11.7bUS$851.8m23.8x44.8x3.3x
Mon, 08 Apr 2024US$34.1bUS$11.5bUS$1.1b21.9x31.1x3x
Wed, 06 Mar 2024US$32.6bUS$11.5bUS$1.1b20.8x29.7x2.8x
Fri, 02 Feb 2024US$28.0bUS$11.5bUS$840.1m22.2x33.3x2.4x
Sun, 31 Dec 2023US$29.9bUS$11.5bUS$845.6m23.6x35.4x2.6x
Tue, 28 Nov 2023US$27.9bUS$11.5bUS$845.6m22.3x33x2.4x
Thu, 26 Oct 2023US$23.1bUS$11.5bUS$809.9m19.6x28.5x2x
Sat, 23 Sep 2023US$24.4bUS$11.5bUS$810.8m20.3x30.1x2.1x
Mon, 21 Aug 2023US$24.1bUS$11.5bUS$811.4m19.6x29.7x2.1x
Wed, 19 Jul 2023US$26.2bUS$11.5bUS$838.6m21.3x31.2x2.3x
Fri, 16 Jun 2023US$26.0bUS$11.5bUS$802.5m21.1x32.4x2.3x
Sun, 14 May 2023US$25.4bUS$11.5bUS$824.5m20.6x30.8x2.2x
Tue, 11 Apr 2023US$25.4bUS$11.9bUS$969.4m25.8x26.2x2.1x
Thu, 09 Mar 2023US$25.6bUS$11.9bUS$965.6m27.8x26.5x2.2x
Sat, 04 Feb 2023US$26.5bUS$12.2bUS$1.0b20.1x25.4x2.2x
Price to Earnings Ratio

25.4x


Total Market Cap: US$26.5bTotal Earnings: US$1.0bTotal Revenue: US$12.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Electronics Industry Price to Earnings3Y Average 35.9x202420252026
Current Industry PE
  • Investors are pessimistic on the American Consumer Electronics industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 30.7x which is lower than its 3-year average PE of 35.9x.
  • The 3-year average PS ratio of 3.5x is lower than the industry's current PS ratio of 4.4x.
Past Earnings Growth
  • The earnings for companies in the Consumer Electronics industry have grown 9.3% per year over the last three years.
  • Meanwhile revenues for these companies have declined 8.1% 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 Market0.12%
Consumer Discretionary-0.18%
Consumer Durables-3.20%
Consumer Electronics-2.52%
Housewares and Specialties3.25%
Home Furnishings-1.70%
Household Appliances-2.74%
Homebuilding-3.71%
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
GRMN GarminUS$204.802.0%
+US$782.8m		-6.0%PE25.1x
UEIC Universal ElectronicsUS$4.024.4%
+US$2.3m		-60.8%PS0.1x
KOSS KossUS$4.392.6%
+US$1.0m		-28.7%PS3.1x
RIME Algorhythm HoldingsUS$0.9518.1%
+US$396.8k		-84.6%PS0.1x

Latest News

SONO
US$14.74
Sonos
7D
-3.8%
1Y
5.9%
GRMN
US$204.80
Garmin
7D
2.0%
1Y
-6.0%

GRMN: Fitness And Wearables Strength Will Support Premium P/E Upside

Analysts have lifted their price target on Garmin to about US$235 from roughly US$231, citing updated views on fair value, discount rate, revenue growth, profit margin and future P/E that are broadly in line with a recent upgrade highlighted by Barclays. Analyst Commentary Bullish analysts see the higher fair value estimate as consistent with a view that Garmin can justify a premium P/E, provided it executes on its current product and revenue plans.
UEIC
US$4.02
Universal Electronics
7D
4.4%
1Y
-60.8%

UEIC: Future Cash Flow Stability Will Rely On Margins And Buybacks

Narrative Update on Universal Electronics Analysts have trimmed their price target on Universal Electronics slightly, citing updated assumptions for the discount rate, profit margin, and expected P/E. These changes leave their fair value estimate broadly unchanged at US$4.25.
RIME
US$0.95
Algorhythm Holdings
7D
18.1%
1Y
-84.6%
MSN
US$0.39
Emerson Radio
7D
-1.6%
1Y
-25.1%
KOSS
US$4.39
Koss
7D
2.6%
1Y
-28.7%