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U.S. Communications Equipment Industry Analysis

UpdatedJan 20, 2025
DataAggregated Company Financials
Companies82
  • 7D3.6%
  • 3M10.5%
  • 1Y38.8%
  • YTDn/a

Over the last 7 days, the Communications Equipment industry has risen 3.6%, driven by gains in Arista Networks and Cisco Systems of 4.9% and 2.5%, respectively. In the same time, Comtech Telecommunications was down 36%. This takes the industry's 12 month performance to a gain of 39%. Looking forward, earnings are forecast to grow by 17% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 20 Jan 2025US$561.7bUS$102.4bUS$11.9b25.5x47x5.5x
Wed, 18 Dec 2024US$547.5bUS$102.5bUS$12.1b24.7x45.4x5.3x
Fri, 15 Nov 2024US$527.0bUS$102.4bUS$12.1b24.8x43.5x5.1x
Sun, 13 Oct 2024US$499.5bUS$103.0bUS$12.0b27.4x41.7x4.9x
Tue, 10 Sep 2024US$434.7bUS$103.0bUS$12.0b24.2x36.2x4.2x
Thu, 08 Aug 2024US$401.6bUS$102.7bUS$13.7b25.8x29.2x3.9x
Sat, 06 Jul 2024US$353.8bUS$92.6bUS$12.6b25.2x28x3.8x
Mon, 03 Jun 2024US$330.0bUS$92.9bUS$12.7b27.3x26x3.6x
Wed, 01 May 2024US$374.6bUS$104.5bUS$16.2b31.2x23.1x3.6x
Fri, 29 Mar 2024US$403.6bUS$104.8bUS$16.3b31.8x24.8x3.9x
Sun, 25 Feb 2024US$389.9bUS$105.0bUS$16.5b31.5x23.6x3.7x
Tue, 23 Jan 2024US$347.9bUS$96.1bUS$15.1b26.1x23x3.6x
Thu, 21 Dec 2023US$329.1bUS$96.1bUS$15.1b24.8x21.8x3.4x
Sat, 18 Nov 2023US$307.7bUS$96.2bUS$14.9b23.1x20.7x3.2x
Mon, 16 Oct 2023US$323.2bUS$94.7bUS$14.6b21.6x22.1x3.4x
Wed, 13 Sep 2023US$343.0bUS$94.7bUS$14.6b27.3x23.4x3.6x
Fri, 11 Aug 2023US$325.2bUS$92.5bUS$13.6b26.4x24x3.5x
Sun, 09 Jul 2023US$313.6bUS$91.4bUS$13.5b23.5x23.2x3.4x
Tue, 06 Jun 2023US$311.5bUS$91.2bUS$13.5b23.3x23.1x3.4x
Thu, 04 May 2023US$278.7bUS$89.8bUS$13.5b22.1x20.7x3.1x
Sat, 01 Apr 2023US$322.9bUS$89.0bUS$13.1b26.7x24.6x3.6x
Mon, 27 Feb 2023US$295.5bUS$88.8bUS$13.1b28.1x22.5x3.3x
Wed, 25 Jan 2023US$292.4bUS$86.7bUS$13.0b26.3x22.4x3.4x
Fri, 23 Dec 2022US$288.1bUS$86.7bUS$13.0b27.8x22.1x3.3x
Sun, 20 Nov 2022US$296.9bUS$86.8bUS$13.1b30.4x22.7x3.4x
Tue, 18 Oct 2022US$249.2bUS$84.9bUS$13.5b21.9x18.5x2.9x
Thu, 15 Sep 2022US$275.7bUS$85.2bUS$13.4b24.9x20.5x3.2x
Sat, 13 Aug 2022US$295.7bUS$85.2bUS$14.0b23.5x21.2x3.5x
Mon, 11 Jul 2022US$266.9bUS$84.6bUS$14.0b22.7x19.1x3.2x
Wed, 08 Jun 2022US$280.3bUS$84.7bUS$14.0b23.7x20x3.3x
Fri, 06 May 2022US$300.3bUS$84.5bUS$14.1b23.7x21.3x3.6x
Sun, 03 Apr 2022US$342.6bUS$84.2bUS$14.2b24.9x24.2x4.1x
Tue, 01 Mar 2022US$344.9bUS$84.8bUS$14.3b27.5x24.1x4.1x
Thu, 27 Jan 2022US$361.6bUS$93.9bUS$14.3b26.3x25.3x3.9x
Price to Earnings Ratio

25.3x


Total Market Cap: US$361.6bTotal Earnings: US$14.3bTotal Revenue: US$93.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Communications Equipment Industry Price to Earnings3Y Average 25.5x202320242025
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 47.0x which is higher than its 3-year average PE of 25.5x.
  • The 3-year average PS ratio of 3.7x is lower than the industry's current PS ratio of 5.5x.
Past Earnings Growth
  • The earnings for companies in the Communications Equipment industry have declined 5.8% per year over the last three years.
  • Meanwhile revenues for these companies have grown 3.0% 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 Market3.25%
Tech1.98%
Communications3.60%
Communications Equipment3.60%
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$119.956.5%
+US$9.2b		80.0%PE56.7x
CSCO Cisco SystemsUS$60.232.5%
+US$5.9b		16.8%PE25.5x
UI UbiquitiUS$406.6112.2%
+US$2.7b		214.5%PE63x
MSI Motorola SolutionsUS$464.861.8%
+US$1.4b		43.0%PE49.7x
LITE Lumentum HoldingsUS$94.4112.7%
+US$733.0m		74.3%PS4.7x
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Latest News

CSCO

US$60.23

Cisco Systems

7D

2.5%

1Y

16.8%

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Jan 19

CLRO

US$0.61

ClearOne

7D

-25.7%

1Y

-39.4%

CMTL

US$2.63

Comtech Telecommunications

7D

-36.3%

1Y

-60.9%

MOB

US$3.34

Mobilicom

7D

-18.7%

1Y

122.7%

UI

US$406.61

Ubiquiti

7D

12.2%

1Y

214.5%

LTRX

US$3.51

Lantronix

7D

-6.9%

1Y

-45.8%

FFIV

US$263.95

F5

7D

3.4%

1Y

45.1%

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HLIT

US$12.40

Harmonic

7D

-0.3%

1Y

6.3%

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Jan 13
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MSI

US$464.86

Motorola Solutions

7D

1.8%

1Y

43.0%

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Jan 13
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ANET

US$119.95

Arista Networks

7D

6.5%

1Y

80.0%

Arista Networks Inc's (NYSE:ANET) Popularity With Investors Is Clear

Jan 12
Arista Networks Inc's (NYSE:ANET) Popularity With Investors Is Clear

CIEN

US$84.76

Ciena

7D

3.1%

1Y

63.3%

JNPR

US$38.43

Juniper Networks

7D

-0.2%

1Y

2.6%

LITE

US$94.41

Lumentum Holdings

7D

12.7%

1Y

74.3%

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Jan 06
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SILC

US$16.89

Silicom

7D

-3.8%

1Y

-3.2%

VSAT

US$8.89

Viasat

7D

14.9%

1Y

-64.3%

NTIP

US$1.38

Network-1 Technologies

7D

-2.8%

1Y

-36.1%