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U.S. Communications Equipment Industry Analysis

UpdatedMar 02, 2026
DataAggregated Company Financials
Companies76
  • 7D1.7%
  • 3M17.0%
  • 1Y47.7%
  • YTDn/a

Over the last 7 days, the Communications Equipment industry has risen 1.7%, driven by gains from Arista Networks of 4.8%. In the last 12 months, the industry was up 48%. Earnings are forecast to grow by 18% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 03 Mar 2026US$763.6bUS$109.0bUS$18.3b43.3x41.8x7x
Thu, 29 Jan 2026US$709.8bUS$106.2bUS$16.7b32.4x42.4x6.7x
Sat, 27 Dec 2025US$679.3bUS$106.1bUS$16.7b34.1x40.6x6.4x
Mon, 24 Nov 2025US$626.5bUS$105.9bUS$16.6b29.5x37.8x5.9x
Wed, 22 Oct 2025US$666.3bUS$103.3bUS$16.0b30.7x41.6x6.4x
Fri, 19 Sep 2025US$641.3bUS$103.3bUS$16.0b28.8x40.1x6.2x
Sun, 17 Aug 2025US$599.2bUS$102.8bUS$16.1b25.1x37.3x5.8x
Tue, 15 Jul 2025US$555.2bUS$100.5bUS$14.0b28.1x39.7x5.5x
Thu, 12 Jun 2025US$533.5bUS$105.7bUS$14.3b26.5x37.2x5x
Sat, 10 May 2025US$497.9bUS$104.0bUS$13.9b22.1x35.9x4.8x
Mon, 07 Apr 2025US$433.4bUS$102.8bUS$12.4b23.2x34.9x4.2x
Wed, 05 Mar 2025US$514.3bUS$103.1bUS$12.4b27.1x41.6x5x
Fri, 31 Jan 2025US$540.9bUS$102.4bUS$12.2b25.4x44.4x5.3x
Sun, 29 Dec 2024US$545.4bUS$102.5bUS$12.1b25.3x45.2x5.3x
Tue, 26 Nov 2024US$529.9bUS$102.5bUS$12.1b24.8x43.7x5.2x
Thu, 24 Oct 2024US$503.3bUS$103.0bUS$12.0b27.1x42x4.9x
Sat, 21 Sep 2024US$470.0bUS$103.0bUS$12.0b25.3x39.2x4.6x
Mon, 19 Aug 2024US$435.2bUS$101.2bUS$11.6b24.5x37.5x4.3x
Wed, 17 Jul 2024US$355.7bUS$92.6bUS$12.6b27.9x28.2x3.8x
Fri, 14 Jun 2024US$336.0bUS$92.7bUS$12.6b27.5x26.6x3.6x
Sun, 12 May 2024US$341.7bUS$94.4bUS$14.1b27.2x24.2x3.6x
Tue, 09 Apr 2024US$399.9bUS$104.8bUS$16.3b34.3x24.6x3.8x
Thu, 07 Mar 2024US$396.1bUS$104.8bUS$16.4b32.8x24.2x3.8x
Sat, 03 Feb 2024US$343.3bUS$95.8bUS$14.9b26.9x23x3.6x
Mon, 01 Jan 2024US$330.9bUS$96.1bUS$15.1b24.6x21.9x3.4x
Wed, 29 Nov 2023US$310.8bUS$96.2bUS$14.9b23.9x20.9x3.2x
Fri, 27 Oct 2023US$309.0bUS$94.7bUS$14.6b20.5x21.1x3.3x
Sun, 24 Sep 2023US$323.6bUS$94.7bUS$14.6b28.3x22.1x3.4x
Tue, 22 Aug 2023US$332.0bUS$94.5bUS$14.6b25.1x22.7x3.5x
Thu, 20 Jul 2023US$324.1bUS$91.4bUS$13.5b26.8x24x3.5x
Sat, 17 Jun 2023US$319.0bUS$91.4bUS$13.5b20.8x23.6x3.5x
Mon, 15 May 2023US$283.8bUS$89.8bUS$13.5b25.5x21.1x3.2x
Wed, 12 Apr 2023US$312.1bUS$89.0bUS$13.2b25.7x23.7x3.5x
Fri, 10 Mar 2023US$301.2bUS$89.0bUS$13.1b28.2x22.9x3.4x
Price to Earnings Ratio

22.9x


Total Market Cap: US$301.2bTotal Earnings: US$13.1bTotal Revenue: US$89.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Communications Equipment Industry Price to Earnings3Y Average 32.4x202420252026
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 41.8x which is higher than its 3-year average PE of 32.4x.
  • The 3-year average PS ratio of 4.5x is lower than the industry's current PS ratio of 7.0x.
Past Earnings Growth
  • The earnings for companies in the Communications Equipment industry have grown 12% per year over the last three years.
  • Revenues for these companies have grown 7.0% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

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

US Market-0.57%
Tech-2.05%
Communications1.68%
Communications Equipment1.68%
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
LITE Lumentum HoldingsUS$783.2516.1%
+US$7.7b		1,092.3%PE222.3x
CSCO Cisco SystemsUS$79.421.6%
+US$5.1b		25.5%PE28.3x
UI UbiquitiUS$798.479.9%
+US$4.4b		142.9%PE54.4x
AAOI Applied OptoelectronicsUS$102.5190.0%
+US$4.0b		478.5%PS16.9x
MSI Motorola SolutionsUS$486.114.5%
+US$3.5b		13.7%PE37.4x

Latest News

LITE
US$783.25
Lumentum Holdings
7D
16.1%
1Y
1,092.3%
CIEN
US$353.73
Ciena
7D
2.6%
1Y
373.6%
VIAV
US$35.35
Viavi Solutions
7D
29.2%
1Y
223.1%
CSCO
US$79.42
Cisco Systems
7D
1.6%
1Y
25.5%

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MSI
US$486.11
Motorola Solutions
7D
4.5%
1Y
13.7%
ADTN
US$9.96
ADTRAN Holdings
7D
-2.5%
1Y
-5.7%
AAOI
US$102.51
Applied Optoelectronics
7D
90.0%
1Y
478.5%
INSG
US$12.40
Inseego
7D
-2.8%
1Y
30.4%
CMTL
US$5.24
Comtech Telecommunications
7D
-3.1%
1Y
225.5%
FKWL
US$3.81
Franklin Wireless
7D
-2.3%
1Y
-44.2%
ANET
US$129.30
Arista Networks
7D
1.5%
1Y
50.3%
CALX
US$53.12
Calix
7D
-1.9%
1Y
48.0%
UI
US$798.47
Ubiquiti
7D
9.9%
1Y
142.9%
ITRN
US$47.46
Ituran Location and Control
7D
-0.1%
1Y
19.2%

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FIEE
US$6.37
FiEE
7D
-8.6%
1Y
933.6%
PCLA
US$3.95
PicoCELA
7D
-14.2%
1Y
-95.8%