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U.S. Communications Equipment Industry Analysis

UpdatedMar 18, 2025
DataAggregated Company Financials
Companies77
  • 7D1.8%
  • 3M-7.3%
  • 1Y24.3%
  • YTDn/a

In the last week, the Communications Equipment industry is up 1.8%, with Arista Networks up 9.7%. In the last 12 months, the industry was up 24%. Looking forward, earnings are forecast to grow by 16% annually.

Industry Valuation and Performance

Has the U.S. Communications Equipment Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 18 Mar 2025US$493.9bUS$102.8bUS$12.5b25.9x39.7x4.8x
Thu, 13 Feb 2025US$566.4bUS$102.8bUS$12.3b26.5x46.2x5.5x
Sat, 11 Jan 2025US$547.3bUS$102.4bUS$12.1b23.7x45.2x5.3x
Mon, 09 Dec 2024US$543.0bUS$102.5bUS$12.1b24.8x44.8x5.3x
Wed, 06 Nov 2024US$498.0bUS$102.8bUS$12.0b24.3x41.4x4.8x
Fri, 04 Oct 2024US$479.2bUS$102.9bUS$12.0b24.7x39.9x4.7x
Sun, 01 Sep 2024US$456.5bUS$103.1bUS$12.0b27.2x38.1x4.4x
Tue, 30 Jul 2024US$345.5bUS$92.3bUS$12.2b27.4x28.4x3.7x
Thu, 27 Jun 2024US$344.0bUS$92.7bUS$12.6b26.1x27.3x3.7x
Sat, 25 May 2024US$330.8bUS$92.9bUS$12.7b27.5x26.1x3.6x
Mon, 22 Apr 2024US$377.1bUS$104.8bUS$16.3b30.1x23.2x3.6x
Wed, 20 Mar 2024US$398.0bUS$104.8bUS$16.3b31.5x24.4x3.8x
Fri, 16 Feb 2024US$394.5bUS$105.0bUS$16.5b30.3x23.8x3.8x
Sun, 14 Jan 2024US$337.3bUS$96.1bUS$15.1b25.1x22.3x3.5x
Tue, 12 Dec 2023US$320.9bUS$96.1bUS$15.1b25.5x21.2x3.3x
Thu, 09 Nov 2023US$326.9bUS$94.9bUS$14.7b22.8x22.3x3.4x
Sat, 07 Oct 2023US$324.5bUS$94.7bUS$14.6b23.4x22.2x3.4x
Mon, 04 Sep 2023US$351.9bUS$94.7bUS$14.6b31x24x3.7x
Wed, 02 Aug 2023US$326.5bUS$92.1bUS$13.6b27x24x3.5x
Fri, 30 Jun 2023US$314.9bUS$91.4bUS$13.5b23.7x23.3x3.4x
Sun, 28 May 2023US$310.0bUS$91.2bUS$13.5b22.8x23x3.4x
Tue, 25 Apr 2023US$293.8bUS$89.1bUS$13.2b24.3x22.3x3.3x
Thu, 23 Mar 2023US$307.9bUS$89.0bUS$13.1b27.2x23.5x3.5x
Sat, 18 Feb 2023US$308.3bUS$88.5bUS$13.0b29.4x23.7x3.5x
Mon, 16 Jan 2023US$295.5bUS$86.7bUS$13.0b26.9x22.7x3.4x
Wed, 14 Dec 2022US$305.2bUS$86.7bUS$13.0b30.5x23.4x3.5x
Fri, 11 Nov 2022US$283.6bUS$86.0bUS$13.4b26.9x21.1x3.3x
Sun, 09 Oct 2022US$256.6bUS$84.9bUS$13.5b23.5x19.1x3x
Tue, 06 Sep 2022US$278.3bUS$85.2bUS$13.4b23.1x20.7x3.3x
Thu, 04 Aug 2022US$288.9bUS$85.2bUS$14.0b22x20.6x3.4x
Sat, 02 Jul 2022US$258.7bUS$84.6bUS$14.0b21.8x18.5x3.1x
Mon, 30 May 2022US$281.7bUS$84.6bUS$14.0b24.4x20.1x3.3x
Wed, 27 Apr 2022US$308.6bUS$84.2bUS$14.1b23.7x21.8x3.7x
Fri, 25 Mar 2022US$337.6bUS$84.2bUS$14.2b24.2x23.9x4x
Price to Earnings Ratio

23.9x


Total Market Cap: US$337.6bTotal Earnings: US$14.2bTotal Revenue: US$84.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Communications Equipment Industry Price to Earnings3Y Average 26.6x202320242025
Current Industry PE
  • Investors are optimistic on the American Communications Equipment industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 39.7x which is higher than its 3-year average PE of 26.6x.
  • The 3-year average PS ratio of 3.8x is lower than the industry's current PS ratio of 4.8x.
Past Earnings Growth
  • The earnings for companies in the Communications Equipment industry have declined 4.2% per year over the last three years.
  • Meanwhile revenues for these companies have grown 6.9% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Comparison

How does U.S. Communications Equipment compare with similar industries?

US Market1.66%
Tech2.99%
Communications1.84%
Communications Equipment1.84%
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
ANET Arista NetworksUS$85.099.7%
+US$9.5b
17.6%PE37.6x
UI UbiquitiUS$319.306.1%
+US$1.1b
192.6%PE43.4x
MSI Motorola SolutionsUS$421.591.4%
+US$988.3m
24.0%PE44.6x
LITE Lumentum HoldingsUS$68.3119.0%
+US$753.2m
46.0%PS3.3x
AAOI Applied OptoelectronicsUS$20.9848.3%
+US$339.1m
61.6%PS4.2x
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Latest News

LITE

US$68.31

Lumentum Holdings

7D

19.0%

1Y

46.0%

CSCO

US$60.89

Cisco Systems

7D

-1.9%

1Y

23.6%

MSI

US$421.59

Motorola Solutions

7D

1.4%

1Y

24.0%

PCLA

US$0.80

PicoCELA

7D

-3.6%

1Y

n/a

EXTR

US$14.80

Extreme Networks

7D

5.9%

1Y

31.4%

ANET

US$85.09

Arista Networks

7D

9.7%

1Y

17.6%

CIEN

US$65.68

Ciena

7D

0.2%

1Y

32.7%

NTIP

US$1.32

Network-1 Technologies

7D

-2.9%

1Y

-33.3%

OCC

US$3.29

Optical Cable

7D

-2.2%

1Y

17.1%

KVHI

US$4.82

KVH Industries

7D

-8.7%

1Y

-0.2%

CALX

US$33.39

Calix

7D

13.6%

1Y

-1.5%

CLRO

US$0.63

ClearOne

7D

-4.5%

1Y

-65.6%