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U.S. Consumer Electronics Industry Analysis

UpdatedFeb 11, 2026
DataAggregated Company Financials
Companies12
  • 7D4.1%
  • 3M4.5%
  • 1Y-0.3%
  • YTDn/a

The Consumer Electronics industry is up 4.1% in the last week, with Garmin up 3.6%. In the same time, GoPro was down 10%. Overall in the last year, the industry is flat. As for the next few years, earnings are expected to grow by 10% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 11 Feb 2026US$42.0bUS$9.4bUS$1.4b25.5x29.9x4.4x
Fri, 09 Jan 2026US$42.9bUS$9.5bUS$1.4b26.1x31.5x4.5x
Sun, 07 Dec 2025US$41.9bUS$9.5bUS$1.4b24.9x30.8x4.4x
Tue, 04 Nov 2025US$43.7bUS$9.6bUS$1.3b25.8x32.6x4.6x
Thu, 02 Oct 2025US$49.8bUS$9.4bUS$1.3b31.3x37.2x5.3x
Sat, 30 Aug 2025US$48.5bUS$9.4bUS$1.3b29.7x36.3x5.2x
Mon, 28 Jul 2025US$47.1bUS$9.1bUS$1.2b30.9x39.2x5.2x
Wed, 25 Jun 2025US$41.0bUS$9.1bUS$1.2b26.9x34.1x4.5x
Fri, 23 May 2025US$40.1bUS$9.1bUS$1.2b26.4x33.3x4.4x
Sun, 20 Apr 2025US$37.9bUS$9.0bUS$882.2m26x42.9x4.2x
Tue, 18 Mar 2025US$43.0bUS$9.4bUS$800.0m29x53.7x4.6x
Thu, 13 Feb 2025US$42.7bUS$9.0bUS$903.9m26.5x47.3x4.7x
Sat, 11 Jan 2025US$43.0bUS$9.2bUS$1.0b26.5x42.3x4.7x
Mon, 09 Dec 2024US$44.4bUS$9.2bUS$1.0b27.7x43.7x4.8x
Wed, 06 Nov 2024US$42.9bUS$11.0bUS$1.0b28.5x41.2x3.9x
Fri, 04 Oct 2024US$37.3bUS$10.8bUS$886.9m28.6x42.1x3.5x
Sun, 01 Sep 2024US$39.5bUS$10.8bUS$886.9m26.1x44.5x3.7x
Tue, 30 Jul 2024US$38.6bUS$10.6bUS$880.9m24.9x43.8x3.6x
Thu, 27 Jun 2024US$35.2bUS$10.6bUS$880.5m22.7x40x3.3x
Sat, 25 May 2024US$36.7bUS$11.7bUS$850.7m23.1x43.1x3.1x
Mon, 22 Apr 2024US$32.4bUS$11.5bUS$1.1b20.7x29.6x2.8x
Wed, 20 Mar 2024US$33.9bUS$11.5bUS$1.1b21.8x31x2.9x
Fri, 16 Feb 2024US$29.1bUS$11.4bUS$841.2m22.8x34.6x2.5x
Sun, 14 Jan 2024US$28.8bUS$11.5bUS$838.5m22.8x34.3x2.5x
Tue, 12 Dec 2023US$28.9bUS$11.5bUS$845.6m23x34.2x2.5x
Thu, 09 Nov 2023US$25.8bUS$11.5bUS$798.2m68.4x32.3x2.2x
Sat, 07 Oct 2023US$24.4bUS$11.5bUS$810.8m20.4x30.1x2.1x
Mon, 04 Sep 2023US$24.8bUS$11.5bUS$810.8m20.4x30.6x2.2x
Wed, 02 Aug 2023US$25.9bUS$11.5bUS$838.6m21.1x30.9x2.3x
Fri, 30 Jun 2023US$25.5bUS$11.5bUS$803.5m20.6x31.8x2.2x
Sun, 28 May 2023US$25.0bUS$11.5bUS$802.5m20.6x31.2x2.2x
Tue, 25 Apr 2023US$25.2bUS$11.9bUS$969.4m23.8x26x2.1x
Thu, 23 Mar 2023US$24.7bUS$11.9bUS$969.4m26.1x25.5x2.1x
Sat, 18 Feb 2023US$25.8bUS$12.1bUS$944.9m30.5x27.3x2.1x
Price to Earnings Ratio

27.3x


Total Market Cap: US$25.8bTotal Earnings: US$944.9mTotal Revenue: US$12.1bTotal 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 29.9x 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 14% per year over the last three years.
  • Meanwhile revenues for these companies have declined 7.9% 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 Market0.99%
Consumer Discretionary-2.62%
Consumer Durables6.20%
Consumer Electronics4.14%
Homebuilding7.31%
Home Furnishings6.35%
Housewares and Specialties3.55%
Household Appliances0.99%
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$208.413.6%
+US$1.4b		-1.5%PE25.5x
SONO SonosUS$17.4519.3%
+US$350.1m		31.9%PS1.5x
UEIC Universal ElectronicsUS$4.259.0%
+US$4.7m		-54.8%PS0.1x

Latest News

SONO
US$17.45
Sonos
7D
19.3%
1Y
31.9%

SONO: Higher Earnings Power And Buybacks Will Offset Weaker Volumes By 2026

Analysts have raised their price target on Sonos from $17.85 to $19.38, reflecting updated assumptions on revenue growth, margins, and future P/E expectations following recent research commentary. Analyst Commentary Bullish and bearish analysts are looking at very different factors as they update their views on Sonos, even as price targets move higher on updated assumptions for revenue, margins, and future P/E levels.
GPRO
US$1.04
GoPro
7D
-10.3%
1Y
30.8%
GRMN
US$208.41
Garmin
7D
3.6%
1Y
-1.5%

GRMN: Higher Margin Framework Will Drive Strong Future Upside Potential

Analysts have raised their fair value estimate for Garmin from US$305 to US$310, citing recent research that supports slightly higher long term profit margins and a modestly higher future P/E multiple, even as revenue growth expectations are tempered and the discount rate is adjusted. Analyst Commentary Recent bullish analysts are highlighting the move in fair value to US$310 as a signal that the market could be underestimating Garmin's ability to support slightly higher long term margins and a modestly richer P/E multiple, even with more cautious revenue growth assumptions and a recalibrated discount rate.
UEIC
US$4.25
Universal Electronics
7D
9.0%
1Y
-54.8%

UEIC: Future CFO Transition And Smart Home Platform Will Support Upside Potential

Analysts have reduced their price target for Universal Electronics, citing a lower fair value estimate along with updates to revenue growth expectations, profit margins and the assumed future P/E multiple. What's in the News Universal Electronics appointed Wade M.
KOSS
US$4.55
Koss
7D
-1.4%
1Y
-29.9%

Getting In Cheap On Koss Corporation (NASDAQ:KOSS) Is Unlikely

Feb 05
Getting In Cheap On Koss Corporation (NASDAQ:KOSS) Is Unlikely
RIME
US$0.91
Algorhythm Holdings
7D
-8.8%
1Y
-68.3%
MSN
US$0.37
Emerson Radio
7D
-2.3%
1Y
-25.3%