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U.S. Communications Industry Analysis

UpdatedMay 10, 2025
DataAggregated Company Financials
Companies78
  • 7D0.1%
  • 3M-12.4%
  • 1Y22.6%
  • YTD-7.2%

The Communications is pretty flat in the last 7 days, but Ubiquiti has stood out, gaining 21%. As for the the longer term, the industry is up 23% over the past 12 months. Earnings are forecast to grow by 15% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
Sun, 05 Feb 2023US$299.1bUS$87.1bUS$13.0b30.9x23x3.4x
Tue, 03 Jan 2023US$290.8bUS$86.7bUS$13.0b27.9x22.3x3.4x
Thu, 01 Dec 2022US$307.6bUS$86.8bUS$13.1b30.5x23.5x3.5x
Sat, 29 Oct 2022US$286.4bUS$85.2bUS$13.4b27x21.4x3.4x
Mon, 26 Sep 2022US$254.0bUS$84.9bUS$13.5b23x18.9x3x
Wed, 24 Aug 2022US$297.7bUS$85.3bUS$13.7b23x21.8x3.5x
Fri, 22 Jul 2022US$276.1bUS$84.6bUS$14.0b23.9x19.8x3.3x
Sun, 19 Jun 2022US$260.1bUS$84.7bUS$14.0b21.5x18.6x3.1x
Tue, 17 May 2022US$296.7bUS$84.4bUS$13.9b21.4x21.3x3.5x
Price to Earnings Ratio

21.3x


Total Market Cap: US$296.7bTotal Earnings: US$13.9bTotal Revenue: US$84.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Communications Industry Price to Earnings3Y Average 27.3x202320242025
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 35.9x 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 7.2% 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-0.30%
Tech0.31%
Communications0.10%
Communications Equipment0.10%
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
UI UbiquitiUS$413.5220.6%
+US$4.3b
225.1%PE45.6x
CSCO Cisco SystemsUS$59.770.7%
+US$1.8b
24.4%PE25.9x
CIEN CienaUS$74.742.6%
+US$268.7m
52.2%PE134.5x
DGII Digi InternationalUS$32.7715.3%
+US$166.2m
19.6%PE28.8x
LITE Lumentum HoldingsUS$64.873.2%
+US$158.4m
48.1%PS3.1x
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Latest News

UI

US$413.52

Ubiquiti

7D

20.6%

1Y

225.1%

ANET

US$86.52

Arista Networks

7D

-4.9%

1Y

10.2%

CLFD

US$34.31

Clearfield

7D

10.3%

1Y

-7.3%

AAOI

US$14.67

Applied Optoelectronics

7D

-1.9%

1Y

43.5%

FFIV

US$270.07

F5

7D

0.5%

1Y

57.4%

LITE

US$64.87

Lumentum Holdings

7D

3.2%

1Y

48.1%

AUDC

US$8.61

AudioCodes

7D

-9.0%

1Y

-13.4%

CIEN

US$74.74

Ciena

7D

2.6%

1Y

52.2%

JNPR

US$36.35

Juniper Networks

7D

-0.8%

1Y

4.9%

VIAV

US$9.19

Viavi Solutions

7D

-1.6%

1Y

24.5%

EXTR

US$14.80

Extreme Networks

7D

5.8%

1Y

36.9%

CSCO

US$59.77

Cisco Systems

7D

0.7%

1Y

24.4%

RBBN

US$3.15

Ribbon Communications

7D

-2.8%

1Y

-0.3%