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U.S. Communications Industry Analysis

UpdatedMar 01, 2026
DataAggregated Company Financials
Companies76
  • 7D1.7%
  • 3M16.3%
  • 1Y47.7%
  • YTD12.8%

The Communications industry has gained 1.7% in the last week and Motorola Solutions up 4.2%. In the last 12 months, the industry was up 48%. Looking forward, earnings are forecast to grow by 18% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 01 Mar 2026US$763.6bUS$109.0bUS$18.3b43.3x41.8x7x
Tue, 27 Jan 2026US$673.1bUS$106.1bUS$16.7b31.6x40.2x6.3x
Thu, 25 Dec 2025US$679.3bUS$106.1bUS$16.7b34.4x40.6x6.4x
Sat, 22 Nov 2025US$622.4bUS$105.9bUS$16.6b29.5x37.5x5.9x
Mon, 20 Oct 2025US$659.7bUS$103.3bUS$16.0b30.1x41.2x6.4x
Wed, 17 Sep 2025US$643.6bUS$103.3bUS$16.0b28.3x40.2x6.2x
Fri, 15 Aug 2025US$625.3bUS$102.8bUS$16.1b26.3x38.9x6.1x
Sun, 13 Jul 2025US$555.2bUS$100.5bUS$14.0b28.6x39.7x5.5x
Tue, 10 Jun 2025US$542.6bUS$105.7bUS$14.4b26.9x37.8x5.1x
Thu, 08 May 2025US$499.0bUS$103.8bUS$13.4b21.9x37.3x4.8x
Sat, 05 Apr 2025US$462.3bUS$102.8bUS$12.4b23.2x37.2x4.5x
Mon, 03 Mar 2025US$531.1bUS$103.1bUS$12.3b27.8x43.1x5.1x
Wed, 29 Jan 2025US$529.0bUS$102.4bUS$11.9b25.2x44.3x5.2x
Fri, 27 Dec 2024US$550.3bUS$102.5bUS$12.1b25.4x45.6x5.4x
Sun, 24 Nov 2024US$529.9bUS$102.5bUS$12.1b24.2x43.7x5.2x
Tue, 22 Oct 2024US$506.7bUS$103.0bUS$12.0b28.3x42.2x4.9x
Thu, 19 Sep 2024US$457.4bUS$103.0bUS$12.0b24x38.1x4.4x
Sat, 17 Aug 2024US$432.4bUS$101.3bUS$11.7b24.5x37x4.3x
Mon, 15 Jul 2024US$355.8bUS$92.6bUS$12.6b26.5x28.2x3.8x
Wed, 12 Jun 2024US$326.3bUS$92.7bUS$12.6b27.5x25.9x3.5x
Fri, 10 May 2024US$334.4bUS$94.5bUS$14.1b27.1x23.6x3.5x
Sun, 07 Apr 2024US$399.9bUS$104.8bUS$16.3b34.3x24.6x3.8x
Tue, 05 Mar 2024US$400.4bUS$104.8bUS$16.4b32.6x24.5x3.8x
Thu, 01 Feb 2024US$351.4bUS$95.9bUS$15.0b23.4x23.4x3.7x
Sat, 30 Dec 2023US$331.6bUS$96.1bUS$15.1b24.6x22x3.5x
Mon, 27 Nov 2023US$312.6bUS$96.2bUS$14.9b23.8x21x3.2x
Wed, 25 Oct 2023US$314.1bUS$94.7bUS$14.6b20.5x21.5x3.3x
Fri, 22 Sep 2023US$321.7bUS$94.7bUS$14.6b23.4x22x3.4x
Sun, 20 Aug 2023US$332.0bUS$94.5bUS$14.6b25.6x22.7x3.5x
Tue, 18 Jul 2023US$311.3bUS$91.4bUS$13.5b23.8x23x3.4x
Thu, 15 Jun 2023US$317.5bUS$91.4bUS$13.5b20.4x23.5x3.5x
Sat, 13 May 2023US$283.8bUS$89.8bUS$13.5b25.5x21.1x3.2x
Mon, 10 Apr 2023US$315.1bUS$89.0bUS$13.2b26x23.9x3.5x
Wed, 08 Mar 2023US$300.0bUS$89.0bUS$13.1b28.9x22.8x3.4x
Price to Earnings Ratio

22.8x


Total Market Cap: US$300.0bTotal Earnings: US$13.1bTotal Revenue: US$89.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Communications Industry Price to Earnings3Y Average 32.4x202420252026
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 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 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 Trends

Which industries have driven the changes within the U.S. Tech industry?

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
MSI Motorola SolutionsUS$482.264.2%
+US$3.2b		9.5%PE37.1x
AAOI Applied OptoelectronicsUS$84.2363.0%
+US$2.8b		285.3%PS13.9x
LITE Lumentum HoldingsUS$700.915.0%
+US$2.4b		896.6%PE198.9x
CIEN CienaUS$348.704.1%
+US$1.9b		338.2%PE399.9x
CSCO Cisco SystemsUS$79.460.3%
+US$1.0b		23.9%PE28.3x

Latest News

LITE
US$700.91
Lumentum Holdings
7D
5.0%
1Y
896.6%
MSI
US$482.26
Motorola Solutions
7D
4.2%
1Y
9.5%
VISN
US$17.57
Vistance Networks
7D
-7.4%
1Y
176.7%
CSCO
US$79.46
Cisco Systems
7D
0.3%
1Y
23.9%
AAOI
US$84.23
Applied Optoelectronics
7D
63.0%
1Y
285.3%
VIAV
US$29.71
Viavi Solutions
7D
7.9%
1Y
165.7%
FFIV
US$271.36
F5
7D
-2.5%
1Y
-7.2%
CIEN
US$348.70
Ciena
7D
4.1%
1Y
338.2%
DGII
US$48.82
Digi International
7D
-2.7%
1Y
59.9%
CMTL
US$5.02
Comtech Telecommunications
7D
-9.9%
1Y
195.3%
VSAT
US$45.78
Viasat
7D
-1.5%
1Y
423.8%
HLIT
US$10.63
Harmonic
7D
-2.5%
1Y
3.1%
ANET
US$133.50
Arista Networks
7D
0.5%
1Y
43.5%
NTCT
US$29.21
NetScout Systems
7D
-1.6%
1Y
29.9%

NTCT: Expanded AI Network Capabilities And Raised Outlook Will Support Bullish Repricing

Analysts have maintained their $35.00 price target for NetScout Systems, citing only modest adjustments in their underlying assumptions for discount rate, revenue growth, profit margin, and future P/E that they believe largely offset one another. What's in the News NetScout extended its Omnis AI Insights solution to communications service providers, aiming to turn raw network data into AI ready data for customer experience, predictive maintenance, and network security use cases, including 5G and other complex network domains (Product related announcement).
CALX
US$51.77
Calix
7D
-6.9%
1Y
39.8%
UI
US$766.99
Ubiquiti
7D
2.2%
1Y
124.5%