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U.S. Electronic Equipment and Components Industry Analysis

UpdatedMar 12, 2026
DataAggregated Company Financials
Companies184
  • 7D-4.0%
  • 3M6.1%
  • 1Y81.1%
  • YTD10.3%

Over the last 7 days, the Electronic Equipment and Components industry has dropped 4.0%, driven by Corning declining 9.0%. In the past year, the industry has gained 81%. Earnings are forecast to grow by 22% annually.

Industry Valuation and Performance

Has the U.S. Electronic Equipment and Components Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 13 Mar 2026US$735.3bUS$406.8bUS$15.4b28.2x47.9x1.8x
Sun, 08 Feb 2026US$720.0bUS$404.3bUS$15.6b27.4x46x1.8x
Tue, 06 Jan 2026US$674.5bUS$397.3bUS$16.2b25.5x41.6x1.7x
Thu, 04 Dec 2025US$658.6bUS$396.1bUS$16.3b24.3x40.3x1.7x
Sat, 01 Nov 2025US$660.0bUS$393.9bUS$15.3b24.3x43.2x1.7x
Mon, 29 Sep 2025US$622.1bUS$388.8bUS$13.6b23.9x45.6x1.6x
Wed, 27 Aug 2025US$579.5bUS$386.6bUS$13.5b23.5x42.9x1.5x
Fri, 25 Jul 2025US$562.7bUS$382.1bUS$14.7b23.6x38.4x1.5x
Sun, 22 Jun 2025US$502.0bUS$376.8bUS$13.5b23.7x37.1x1.3x
Tue, 20 May 2025US$486.7bUS$375.5bUS$13.3b22.1x36.5x1.3x
Thu, 17 Apr 2025US$393.7bUS$371.4bUS$13.9b19x28.3x1.1x
Sat, 15 Mar 2025US$416.5bUS$371.1bUS$14.7b20.4x28.3x1.1x
Mon, 10 Feb 2025US$477.5bUS$370.7bUS$14.6b23.7x32.6x1.3x
Wed, 08 Jan 2025US$470.1bUS$368.1bUS$15.5b25.5x30.3x1.3x
Fri, 06 Dec 2024US$486.3bUS$369.6bUS$15.6b26.4x31.2x1.3x
Sun, 03 Nov 2024US$454.1bUS$369.8bUS$15.9b22.4x28.6x1.2x
Tue, 01 Oct 2024US$450.3bUS$323.2bUS$15.8b23.5x28.5x1.4x
Thu, 29 Aug 2024US$444.1bUS$324.0bUS$15.9b22.6x27.9x1.4x
Sat, 27 Jul 2024US$434.0bUS$328.2bUS$15.1b22.6x28.8x1.3x
Mon, 24 Jun 2024US$438.1bUS$329.5bUS$15.1b20.8x29x1.3x
Wed, 22 May 2024US$438.2bUS$331.2bUS$15.3b21.6x28.7x1.3x
Fri, 19 Apr 2024US$396.7bUS$338.7bUS$15.7b19x25.3x1.2x
Sun, 17 Mar 2024US$405.2bUS$339.9bUS$15.6b18.9x25.9x1.2x
Tue, 13 Feb 2024US$406.4bUS$342.1bUS$15.0b20.4x27.1x1.2x
Thu, 11 Jan 2024US$390.8bUS$350.3bUS$13.7b19.9x28.5x1.1x
Sat, 09 Dec 2023US$375.0bUS$353.4bUS$13.8b18.6x27.3x1.1x
Mon, 06 Nov 2023US$356.8bUS$353.1bUS$13.7b15.9x26x1x
Wed, 04 Oct 2023US$367.7bUS$358.4bUS$14.4b16x25.5x1x
Fri, 01 Sep 2023US$390.3bUS$360.3bUS$14.6b16.8x26.7x1.1x
Sun, 30 Jul 2023US$396.5bUS$361.1bUS$14.8b17.3x26.9x1.1x
Tue, 27 Jun 2023US$379.1bUS$362.8bUS$15.1b16.6x25.1x1x
Thu, 25 May 2023US$350.9bUS$362.4bUS$15.1b15.4x23.3x1x
Sat, 22 Apr 2023US$351.3bUS$361.4bUS$16.2b16.1x21.7x1x
Mon, 20 Mar 2023US$352.8bUS$359.9bUS$15.9b16.6x22.2x1x
Price to Earnings Ratio

22.2x


Total Market Cap: US$352.8bTotal Earnings: US$15.9bTotal Revenue: US$359.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electronic Equipment and Components Industry Price to Earnings3Y Average 31.5x202420252026
Current Industry PE
  • Investors are optimistic on the American Electronic industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 47.9x which is higher than its 3-year average PE of 31.5x.
  • The 3-year average PS ratio of 1.3x is lower than the industry's current PS ratio of 1.8x.
Past Earnings Growth
  • The earnings for companies in the Electronic industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 4.2% 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-1.47%
Tech0.73%
Electronic Equipment and Components-3.98%
Electronic Manufacturing Services-3.17%
Electronic Components-4.10%
Technology Distributors-4.35%
Electronic Equipment and Instruments-4.36%
Industry PE
  • Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 51.9x.
    • Analysts are expecting annual earnings growth of 22.0%, which is higher than its past year's earnings growth of 11.2% per year.
  • Investors are most pessimistic about the Technology Distributors industry, which is trading close to its 3-year average of 16.1x.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Components industry, expecting annual earnings growth of 24% over the next 5 years.
  • However this is lower than its past earnings growth rate of 63% per year.
  • In contrast, the Technology Distributors industry is expected to see its earnings grow by 14% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
LWLG Lightwave LogicUS$7.0861.3%
+US$391.2m		436.4%PS10234.6x
UMAC Unusual MachinesUS$22.1545.2%
+US$273.7m		291.3%PS74.7x
OUST OusterUS$22.566.5%
+US$86.7m		198.4%PS8.4x
LFUS LittelfuseUS$325.810.7%
+US$56.0m		58.9%PS3.4x
AMCI AMC RoboticsUS$8.3934.7%
+US$48.8m		-27.4%PE116.6x

Latest News

INGM
US$21.42
Ingram Micro Holding
7D
-18.7%
1Y
14.7%
TEL
US$197.84
TE Connectivity
7D
-6.0%
1Y
40.1%
LWLG
US$7.08
Lightwave Logic
7D
61.3%
1Y
436.4%
GLW
US$129.77
Corning
7D
-3.7%
1Y
184.6%
OSIS
US$275.50
OSI Systems
7D
0.5%
1Y
57.2%

OSIS: Order Pacing And Security Wins Will Shape Measured Future Upside

Analysts have slightly raised their blended price target for OSI Systems by a low single-digit amount, supported by recent target increases from several firms that cite steady mid-year progress and updated views on the stock's P/E and risk profile. Analyst Commentary Recent research comments cluster around modestly higher targets and updated views on OSI Systems' P/E and risk profile, with analysts weighing solid mid-year execution against a softer order backdrop in the most recent quarter.
CDW
US$113.48
CDW
7D
-8.7%
1Y
-30.6%
UMAC
US$22.15
Unusual Machines
7D
45.2%
1Y
291.3%
ZEPP
US$20.59
Zepp Health
7D
9.7%
1Y
588.6%
COHR
US$241.27
Coherent
7D
-5.0%
1Y
286.7%

COHR: Nvidia Optics Deal And AI Demand Will Shape Balanced Risk Outlook

The analyst price target for Coherent has been raised by about $19 to reflect updated earnings power expectations tied to Nvidia's planned $2b capacity investments and long term optical demand views from multiple firms. Analyst Commentary Recent research on Coherent clusters around rising expectations for optical demand tied to AI data centers and Nvidia's planned US$2b capacity investment.
APH
US$131.47
Amphenol
7D
-3.5%
1Y
113.4%
LFUS
US$325.81
Littelfuse
7D
0.7%
1Y
58.9%

LFUS: Higher Future P/E And Margin Assumptions Will Drive Upside Potential

The analyst price target for Littelfuse has shifted from $360 to $408. Analysts point to updated assumptions around the discount rate, revenue growth, profit margin, and future P/E to support the change.
FN
US$512.80
Fabrinet
7D
-5.8%
1Y
129.3%
OUST
US$22.56
Ouster
7D
6.5%
1Y
198.4%
ZBRA
US$204.07
Zebra Technologies
7D
-11.1%
1Y
-24.9%

ZBRA: Industrial Automation And AI Adoption Will Support Post 2025 Margin Recovery

The updated analyst price target for Zebra Technologies moves slightly lower to $336, as analysts balance modest tweaks to growth, margin and P/E assumptions with mixed recent Street targets that range from $323 to $368. Analyst Commentary Recent research on Zebra Technologies presents a split picture, with some firms lifting price targets and others trimming them.
AMCI
US$8.39
AMC Robotics
7D
34.7%
1Y
-27.4%
TROO
US$2.82
TROOPS
7D
6.4%
1Y
154.1%