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U.S. Communications Industry Analysis

UpdatedJul 17, 2025
DataAggregated Company Financials
Companies78
  • 7D-0.7%
  • 3M25.8%
  • 1Y34.6%
  • YTD6.0%

The Communications industry has stayed flat over the last week. As for the the longer term, the industry is up 35% over the past 12 months. 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?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 18 Jul 2025US$552.0bUS$100.5bUS$14.0b28.2x39.5x5.5x
Sun, 15 Jun 2025US$524.7bUS$105.7bUS$14.3b26.5x36.6x5x
Tue, 13 May 2025US$500.2bUS$104.0bUS$13.9b23.3x36x4.8x
Thu, 10 Apr 2025US$433.7bUS$102.8bUS$12.4b25.2x34.9x4.2x
Sat, 08 Mar 2025US$508.3bUS$103.1bUS$12.4b26.7x41.1x4.9x
Mon, 03 Feb 2025US$558.5bUS$102.5bUS$12.2b25.2x45.9x5.5x
Wed, 01 Jan 2025US$540.0bUS$102.5bUS$12.1b24.5x44.7x5.3x
Fri, 29 Nov 2024US$530.7bUS$102.5bUS$12.1b24.5x43.8x5.2x
Sun, 27 Oct 2024US$497.3bUS$103.0bUS$12.0b27.3x41.5x4.8x
Tue, 24 Sep 2024US$472.5bUS$103.0bUS$12.0b25.3x39.4x4.6x
Thu, 22 Aug 2024US$440.1bUS$101.1bUS$11.6b26.2x37.9x4.4x
Sat, 20 Jul 2024US$349.5bUS$92.6bUS$12.6b26.7x27.7x3.8x
Mon, 17 Jun 2024US$335.2bUS$92.7bUS$12.6b27.1x26.6x3.6x
Wed, 15 May 2024US$342.7bUS$94.4bUS$14.1b27.9x24.3x3.6x
Fri, 12 Apr 2024US$398.1bUS$104.8bUS$16.3b34x24.5x3.8x
Sun, 10 Mar 2024US$395.6bUS$104.8bUS$16.3b31.1x24.2x3.8x
Tue, 06 Feb 2024US$342.7bUS$95.3bUS$14.9b25.2x22.9x3.6x
Thu, 04 Jan 2024US$328.0bUS$96.1bUS$15.1b23.9x21.7x3.4x
Sat, 02 Dec 2023US$313.5bUS$96.2bUS$14.9b24.9x21.1x3.3x
Mon, 30 Oct 2023US$307.7bUS$94.7bUS$14.6b23.3x21.1x3.2x
Wed, 27 Sep 2023US$318.2bUS$94.7bUS$14.6b23.4x21.7x3.4x
Fri, 25 Aug 2023US$332.3bUS$94.5bUS$14.6b29.1x22.7x3.5x
Sun, 23 Jul 2023US$322.9bUS$91.5bUS$13.5b26.8x23.9x3.5x
Tue, 20 Jun 2023US$319.0bUS$91.4bUS$13.5b20.8x23.6x3.5x
Thu, 18 May 2023US$287.9bUS$89.8bUS$13.4b24.6x21.4x3.2x
Sat, 15 Apr 2023US$312.4bUS$89.0bUS$13.2b27x23.7x3.5x
Mon, 13 Mar 2023US$298.5bUS$89.0bUS$13.2b27.7x22.7x3.4x
Wed, 08 Feb 2023US$294.2bUS$87.1bUS$13.0b32.1x22.6x3.4x
Fri, 06 Jan 2023US$283.3bUS$86.7bUS$13.0b27.5x21.7x3.3x
Sun, 04 Dec 2022US$306.0bUS$86.8bUS$13.1b30.4x23.4x3.5x
Tue, 01 Nov 2022US$285.1bUS$85.2bUS$13.4b26.8x21.3x3.3x
Thu, 29 Sep 2022US$260.6bUS$84.9bUS$13.5b23.3x19.3x3.1x
Sat, 27 Aug 2022US$289.8bUS$85.3bUS$13.7b23x21.2x3.4x
Mon, 25 Jul 2022US$273.4bUS$84.7bUS$14.0b23.3x19.6x3.2x
Price to Earnings Ratio

19.6x


Total Market Cap: US$273.4bTotal Earnings: US$14.0bTotal Revenue: US$84.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Communications Industry Price to Earnings3Y Average 28.5x202320242025
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 39.5x which is higher than its 3-year average PE of 28.4x.
  • The 3-year average PS ratio of 3.9x is lower than the industry's current PS ratio of 5.5x.
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 5.9% 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-0.086%
Tech0.79%
Communications-0.65%
Communications Equipment-0.65%
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$111.985.4%
+US$7.1b		34.7%PE46.4x
UI UbiquitiUS$446.9311.8%
+US$2.9b		168.0%PE49.2x
CIEN CienaUS$84.818.1%
+US$899.1m		70.8%PE114.4x
LITE Lumentum HoldingsUS$102.6410.8%
+US$695.4m		84.9%PS4.8x
MSI Motorola SolutionsUS$421.040.8%
+US$554.2m		6.7%PE34.3x

Latest News

AAOI
US$29.42
Applied Optoelectronics
7D
4.1%
1Y
182.9%
COMM
US$7.72
CommScope Holding Company
7D
-1.8%
1Y
341.1%
VIAV
US$10.28
Viavi Solutions
7D
-1.1%
1Y
34.4%
CIEN
US$84.81
Ciena
7D
8.1%
1Y
70.8%
ITRN
US$38.90
Ituran Location and Control
7D
-2.9%
1Y
50.8%
NTGR
US$28.70
NETGEAR
7D
-2.3%
1Y
88.0%
LITE
US$102.64
Lumentum Holdings
7D
10.8%
1Y
84.9%
EXTR
US$17.48
Extreme Networks
7D
-1.1%
1Y
28.7%
MSI
US$421.04
Motorola Solutions
7D
0.8%
1Y
6.7%

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Jul 14
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DGII
US$33.58
Digi International
7D
-4.1%
1Y
32.0%

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Jul 14
ONDS
US$2.40
Ondas Holdings
7D
19.4%
1Y
187.5%

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Jul 13
CALX
US$52.96
Calix
7D
3.7%
1Y
46.7%

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Jul 12
ANET
US$111.98
Arista Networks
7D
5.4%
1Y
34.7%
UI
US$446.93
Ubiquiti
7D
11.8%
1Y
168.0%
CSCO
US$68.30
Cisco Systems
7D
-0.7%
1Y
42.2%
PCLA
US$0.91
PicoCELA
7D
-69.6%
1Y
n/a