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U.S. Communications Industry Analysis
UpdatedMay 08, 2025
DataAggregated Company Financials
Companies78
- 7D2.4%
- 3M-13.1%
- 1Y24.8%
- YTD-7.9%
The Communications industry is up 2.4% in the last week, with Cisco Systems up 3.2%. During this same period, the Motorola Solutions underperformed, falling 5.7%. In the last 12 months, the industry was up 25%. As for the next few years, earnings are expected to grow by 15% per annum.
Industry Valuation and Performance
Has the U.S. Communications Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 09 May 2025 | US$499.0b | US$103.8b | US$13.4b | 21.9x | 37.3x | 4.8x |
| Sun, 06 Apr 2025 | US$433.4b | US$102.8b | US$12.4b | 23.2x | 34.9x | 4.2x |
| Tue, 04 Mar 2025 | US$531.1b | US$103.1b | US$12.3b | 27.5x | 43.1x | 5.1x |
| Thu, 30 Jan 2025 | US$538.4b | US$102.5b | US$12.0b | 25.3x | 45x | 5.3x |
| Sat, 28 Dec 2024 | US$551.6b | US$102.5b | US$12.1b | 25.3x | 45.7x | 5.4x |
| Mon, 25 Nov 2024 | US$529.9b | US$102.5b | US$12.1b | 24.2x | 43.7x | 5.2x |
| Wed, 23 Oct 2024 | US$507.8b | US$103.0b | US$12.0b | 27.9x | 42.3x | 4.9x |
| Fri, 20 Sep 2024 | US$456.9b | US$103.0b | US$12.0b | 25.4x | 38.1x | 4.4x |
| Sun, 18 Aug 2024 | US$435.2b | US$101.2b | US$11.6b | 24.5x | 37.5x | 4.3x |
| Tue, 16 Jul 2024 | US$355.8b | US$92.6b | US$12.6b | 26.9x | 28.2x | 3.8x |
| Thu, 13 Jun 2024 | US$328.2b | US$92.7b | US$12.6b | 27.7x | 26x | 3.5x |
| Sat, 11 May 2024 | US$334.9b | US$94.4b | US$14.1b | 27.2x | 23.7x | 3.5x |
| Mon, 08 Apr 2024 | US$399.9b | US$104.8b | US$16.3b | 34.3x | 24.6x | 3.8x |
| Wed, 06 Mar 2024 | US$400.4b | US$104.8b | US$16.4b | 32.3x | 24.5x | 3.8x |
| Fri, 02 Feb 2024 | US$340.1b | US$95.9b | US$15.0b | 23.7x | 22.7x | 3.5x |
| Sun, 31 Dec 2023 | US$331.3b | US$96.1b | US$15.1b | 24.6x | 21.9x | 3.4x |
| Tue, 28 Nov 2023 | US$312.6b | US$96.2b | US$14.9b | 23.7x | 21x | 3.2x |
| Thu, 26 Oct 2023 | US$314.1b | US$94.8b | US$14.7b | 20.5x | 21.4x | 3.3x |
| Sat, 23 Sep 2023 | US$323.6b | US$94.7b | US$14.6b | 28.3x | 22.1x | 3.4x |
| Mon, 21 Aug 2023 | US$332.0b | US$94.5b | US$14.6b | 25.6x | 22.7x | 3.5x |
| Wed, 19 Jul 2023 | US$317.9b | US$91.4b | US$13.5b | 27.5x | 23.5x | 3.5x |
| Fri, 16 Jun 2023 | US$317.5b | US$91.4b | US$13.5b | 20.8x | 23.5x | 3.5x |
| Sun, 14 May 2023 | US$283.8b | US$89.8b | US$13.5b | 25.5x | 21.1x | 3.2x |
| Tue, 11 Apr 2023 | US$317.0b | US$89.0b | US$13.2b | 25.5x | 24.1x | 3.6x |
| Thu, 09 Mar 2023 | US$303.4b | US$89.0b | US$13.1b | 28.9x | 23.1x | 3.4x |
| Sat, 04 Feb 2023 | US$299.1b | US$87.0b | US$13.0b | 30.9x | 23x | 3.4x |
| Mon, 02 Jan 2023 | US$290.8b | US$86.7b | US$13.0b | 27.9x | 22.3x | 3.4x |
| Wed, 30 Nov 2022 | US$297.6b | US$86.8b | US$13.1b | 29.6x | 22.7x | 3.4x |
| Fri, 28 Oct 2022 | US$279.2b | US$85.1b | US$13.3b | 25.5x | 20.9x | 3.3x |
| Sun, 25 Sep 2022 | US$254.0b | US$84.9b | US$13.5b | 23x | 18.9x | 3x |
| Tue, 23 Aug 2022 | US$303.6b | US$85.3b | US$13.7b | 23.1x | 22.2x | 3.6x |
| Thu, 21 Jul 2022 | US$272.7b | US$84.6b | US$14.0b | 23.1x | 19.5x | 3.2x |
| Sat, 18 Jun 2022 | US$258.7b | US$84.7b | US$14.0b | 21.5x | 18.5x | 3.1x |
| Mon, 16 May 2022 | US$298.1b | US$84.4b | US$13.9b | 21.7x | 21.4x | 3.5x |
Price to Earnings Ratio
21.4x
Current Industry PE
- Investors are optimistic on the American Communications industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 37.3x which is higher than its 3-year average PE of 27.3x.
- 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 industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 7.1% 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 and as a result, profits have held steady.
Industry Trends
Which industries have driven the changes within the U.S. Tech industry?
| US Market | 1.22% | |
| Tech | 2.86% | |
| Communications | 2.42% | |
| Communications Equipment | 2.42% | |
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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CSCO Cisco Systems | US$59.71 | 2.7% +US$6.3b | 24.9% | PE25.9x | |
| UI Ubiquiti | US$353.24 | 5.5% +US$1.1b | 202.7% | PE48x | |
| CIEN Ciena | US$74.78 | 4.7% +US$476.2m | 52.9% | PE134.6x | |
| LITE Lumentum Holdings | US$65.66 | 6.7% +US$305.8m | 50.6% | PS3.1x | |
| FFIV F5 | US$273.14 | 2.8% +US$293.7m | 59.7% | PE25.2x |