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U.S. Communications Industry Analysis

UpdatedMay 14, 2025
DataAggregated Company Financials
Companies78
  • 7D5.9%
  • 3M-4.5%
  • 1Y28.8%
  • YTD-1.5%

The Communications industry is up 5.9% in the last week, with Cisco Systems up 4.3%. This takes the industry's 12 month performance to a gain of 29%. 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
Wed, 14 May 2025US$520.0bUS$104.0bUS$13.9b23.4x37.4x5x
Fri, 11 Apr 2025US$472.1bUS$102.8bUS$12.4b24.5x38x4.6x
Sun, 09 Mar 2025US$509.6bUS$103.1bUS$12.4b26.7x41.2x4.9x
Tue, 04 Feb 2025US$558.5bUS$102.5bUS$12.2b25.2x45.9x5.5x
Thu, 02 Jan 2025US$538.5bUS$102.5bUS$12.1b24.5x44.6x5.3x
Sat, 30 Nov 2024US$531.7bUS$102.5bUS$12.1b24.4x43.9x5.2x
Mon, 28 Oct 2024US$497.3bUS$103.0bUS$12.0b27.3x41.5x4.8x
Wed, 25 Sep 2024US$475.1bUS$103.0bUS$12.0b26.5x39.6x4.6x
Fri, 23 Aug 2024US$441.5bUS$101.1bUS$11.6b26.1x38x4.4x
Sun, 21 Jul 2024US$345.5bUS$92.6bUS$12.6b26.7x27.4x3.7x
Tue, 18 Jun 2024US$335.2bUS$92.7bUS$12.6b27.1x26.6x3.6x
Thu, 16 May 2024US$345.6bUS$94.3bUS$14.0b27.3x24.6x3.7x
Sat, 13 Apr 2024US$402.4bUS$104.8bUS$16.3b33.5x24.7x3.8x
Mon, 11 Mar 2024US$395.6bUS$104.8bUS$16.3b31.1x24.2x3.8x
Wed, 07 Feb 2024US$339.7bUS$95.3bUS$14.9b26.2x22.7x3.6x
Fri, 05 Jan 2024US$326.1bUS$96.1bUS$15.1b24.3x21.6x3.4x
Sun, 03 Dec 2023US$313.3bUS$96.0bUS$14.9b24.9x21x3.3x
Tue, 31 Oct 2023US$307.6bUS$94.7bUS$14.6b23x21.1x3.2x
Thu, 28 Sep 2023US$321.4bUS$94.7bUS$14.6b24.7x22x3.4x
Sat, 26 Aug 2023US$334.6bUS$94.5bUS$14.6b29.4x22.9x3.5x
Mon, 24 Jul 2023US$322.9bUS$91.5bUS$13.5b26.8x23.9x3.5x
Wed, 21 Jun 2023US$315.2bUS$91.4bUS$13.5b24x23.3x3.4x
Fri, 19 May 2023US$293.0bUS$91.2bUS$13.5b25x21.7x3.2x
Sun, 16 Apr 2023US$312.4bUS$89.0bUS$13.2b27x23.7x3.5x
Tue, 14 Mar 2023US$297.3bUS$89.0bUS$13.2b27.3x22.6x3.3x
Thu, 09 Feb 2023US$291.9bUS$87.1bUS$13.0b31.5x22.5x3.4x
Sat, 07 Jan 2023US$291.9bUS$86.7bUS$13.0b28x22.4x3.4x
Mon, 05 Dec 2022US$306.0bUS$86.8bUS$13.1b30.4x23.4x3.5x
Wed, 02 Nov 2022US$287.6bUS$85.6bUS$13.5b26.9x21.3x3.4x
Fri, 30 Sep 2022US$255.8bUS$84.9bUS$13.5b23.2x19x3x
Sun, 28 Aug 2022US$289.8bUS$85.3bUS$13.7b23x21.2x3.4x
Tue, 26 Jul 2022US$273.7bUS$84.7bUS$14.0b23.2x19.6x3.2x
Thu, 23 Jun 2022US$262.5bUS$84.7bUS$14.0b21.4x18.8x3.1x
Sat, 21 May 2022US$266.9bUS$84.4bUS$14.1b21.4x19x3.2x
Price to Earnings Ratio

19x


Total Market Cap: US$266.9bTotal Earnings: US$14.1bTotal Revenue: US$84.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Communications Industry Price to Earnings3Y Average 27.4x202320242025
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 37.4x which is higher than its 3-year average PE of 27.4x.
  • The 3-year average PS ratio of 3.8x is lower than the industry's current PS ratio of 5.0x.
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 Market5.26%
Tech9.05%
Communications5.92%
Communications Equipment5.92%
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
CSCO Cisco SystemsUS$61.784.3%
+US$10.2b		26.2%PE26.8x
ANET Arista NetworksUS$97.257.1%
+US$8.2b		24.0%PE40.3x
UI UbiquitiUS$456.6932.5%
+US$6.8b		232.7%PE50.3x
CIEN CienaUS$80.5910.9%
+US$1.1b		65.4%PE145x
FFIV F5US$283.237.0%
+US$1.1b		64.7%PE26.2x
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Latest News

ANET

US$97.25

Arista Networks

7D

7.1%

1Y

24.0%

Market Participants Recognise Arista Networks Inc's (NYSE:ANET) Earnings Pushing Shares 27% Higher

May 13
Market Participants Recognise Arista Networks Inc's (NYSE:ANET) Earnings Pushing Shares 27% Higher

UI

US$456.69

Ubiquiti

7D

32.5%

1Y

232.7%

INSG

US$7.85

Inseego

7D

-5.9%

1Y

50.1%

AAOI

US$20.29

Applied Optoelectronics

7D

45.6%

1Y

81.8%

FFIV

US$283.23

F5

7D

7.0%

1Y

64.7%

LITE

US$74.51

Lumentum Holdings

7D

15.7%

1Y

67.0%

BKTI

US$41.98

BK Technologies

7D

-4.6%

1Y

209.1%

CIEN

US$80.59

Ciena

7D

10.9%

1Y

65.4%

JNPR

US$36.39

Juniper Networks

7D

-0.6%

1Y

5.7%

EXTR

US$16.06

Extreme Networks

7D

13.2%

1Y

50.9%

PCLA

US$0.46

PicoCELA

7D

-12.5%

1Y

n/a

UTSI

US$2.60

UTStarcom Holdings

7D

-3.7%

1Y

-11.9%

CSCO

US$61.78

Cisco Systems

7D

4.3%

1Y

26.2%

GNSS

US$1.77

Genasys

7D

-10.4%

1Y

-11.8%

Is Genasys (NASDAQ:GNSS) Weighed On By Its Debt Load?

Apr 28
Is Genasys (NASDAQ:GNSS) Weighed On By Its Debt Load?

FKWL

US$4.63

Franklin Wireless

7D

-3.7%

1Y

54.3%

Franklin Wireless Corp. (NASDAQ:FKWL) May Have Run Too Fast Too Soon With Recent 25% Price Plummet

Apr 08
Franklin Wireless Corp. (NASDAQ:FKWL) May Have Run Too Fast Too Soon With Recent 25% Price Plummet

CLRO

US$0.53

ClearOne

7D

-8.4%

1Y

-42.9%