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U.S. Electronic Equipment and Components Industry Analysis

UpdatedFeb 07, 2026
DataAggregated Company Financials
Companies183
  • 7D3.7%
  • 3M11.4%
  • 1Y55.4%
  • YTD9.0%

The Electronic Equipment and Components industry is up 3.7% in the last week, with Corning up 18%. Meanwhile, Amphenol actually underperformed within the industry, shrinking 5.4% in the last week. This takes the industry's 12 month performance to a gain of 55%. As for the next few years, earnings are expected to grow by 23% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 07 Feb 2026US$678.1bUS$404.3bUS$15.6b27.4x43.4x1.7x
Mon, 05 Jan 2026US$678.1bUS$397.3bUS$16.2b24.7x41.8x1.7x
Wed, 03 Dec 2025US$652.7bUS$396.1bUS$16.3b23.5x40x1.6x
Fri, 31 Oct 2025US$666.3bUS$393.1bUS$15.3b25x43.6x1.7x
Sun, 28 Sep 2025US$622.1bUS$388.8bUS$13.6b23.9x45.6x1.6x
Tue, 26 Aug 2025US$579.0bUS$386.6bUS$13.5b23.8x42.9x1.5x
Thu, 24 Jul 2025US$551.8bUS$379.3bUS$14.0b24.1x39.5x1.5x
Sat, 21 Jun 2025US$502.0bUS$376.8bUS$13.5b23.7x37.1x1.3x
Mon, 19 May 2025US$486.7bUS$375.5bUS$13.3b22x36.5x1.3x
Wed, 16 Apr 2025US$393.1bUS$371.4bUS$13.9b19.3x28.3x1.1x
Fri, 14 Mar 2025US$422.4bUS$371.1bUS$14.7b20.1x28.7x1.1x
Sun, 09 Feb 2025US$477.5bUS$370.7bUS$14.6b23.7x32.6x1.3x
Tue, 07 Jan 2025US$466.2bUS$368.1bUS$15.5b25.6x30x1.3x
Thu, 05 Dec 2024US$481.9bUS$369.6bUS$15.5b25.8x31x1.3x
Sat, 02 Nov 2024US$449.6bUS$369.8bUS$15.9b22.4x28.3x1.2x
Mon, 30 Sep 2024US$450.2bUS$323.2bUS$15.8b23.6x28.5x1.4x
Wed, 28 Aug 2024US$445.2bUS$324.2bUS$15.9b22.6x27.9x1.4x
Fri, 26 Jul 2024US$438.9bUS$329.0bUS$15.2b22.4x28.9x1.3x
Sun, 23 Jun 2024US$438.1bUS$329.5bUS$15.1b20.8x29x1.3x
Tue, 21 May 2024US$433.5bUS$331.4bUS$15.4b21.7x28.1x1.3x
Thu, 18 Apr 2024US$398.6bUS$338.7bUS$15.7b19.2x25.4x1.2x
Sat, 16 Mar 2024US$409.4bUS$339.9bUS$15.6b18.9x26.2x1.2x
Mon, 12 Feb 2024US$405.6bUS$342.1bUS$15.0b20.3x27.1x1.2x
Wed, 10 Jan 2024US$390.8bUS$350.3bUS$13.7b19.7x28.5x1.1x
Fri, 08 Dec 2023US$372.2bUS$353.4bUS$13.8b18.2x27.1x1.1x
Sun, 05 Nov 2023US$356.8bUS$353.1bUS$13.7b15.9x26x1x
Tue, 03 Oct 2023US$369.9bUS$358.4bUS$14.4b16.3x25.6x1x
Thu, 31 Aug 2023US$389.3bUS$360.3bUS$14.6b16.9x26.7x1.1x
Sat, 29 Jul 2023US$396.5bUS$361.1bUS$14.8b17.3x26.9x1.1x
Mon, 26 Jun 2023US$377.8bUS$362.8bUS$15.1b16.8x25x1x
Wed, 24 May 2023US$356.2bUS$362.4bUS$15.1b15.4x23.6x1x
Fri, 21 Apr 2023US$351.7bUS$361.3bUS$16.2b15.8x21.8x1x
Sun, 19 Mar 2023US$352.9bUS$359.9bUS$15.9b16.7x22.2x1x
Tue, 14 Feb 2023US$386.7bUS$360.6bUS$16.1b16.8x24x1.1x
Price to Earnings Ratio

24x


Total Market Cap: US$386.7bTotal Earnings: US$16.1bTotal Revenue: US$360.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electronic Equipment and Components Industry Price to Earnings3Y Average 30.7x202420252026
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 43.4x which is higher than its 3-year average PE of 30.7x.
  • The 3-year average PS ratio of 1.3x is lower than the industry's current PS ratio of 1.7x.
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 3.9% 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-0.12%
Tech-1.48%
Electronic Equipment and Components3.74%
Technology Distributors9.76%
Electronic Equipment and Instruments4.37%
Electronic Components3.46%
Electronic Manufacturing Services1.67%
Industry PE
  • Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 50.4x.
    • Analysts are expecting annual earnings growth of 24.7%, which is higher than its past year's earnings growth of 13.6% per year.
  • Investors are most pessimistic about the Technology Distributors industry, which is trading close to its 3-year average of 16.0x.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Equipment and Instruments industry, expecting annual earnings growth of 25% over the next 5 years.
  • This is better than its past earnings growth rate of 14% per year.
  • In contrast, the Technology Distributors industry is expected to see its earnings grow by 15% 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
GLW CorningUS$122.1618.3%
+US$16.1b		130.6%PE65x
COHR CoherentUS$227.687.3%
+US$6.5b		137.4%PE222.1x
KEYS Keysight TechnologiesUS$230.956.8%
+US$2.5b		32.5%PE45.6x
JBL JabilUS$258.258.9%
+US$2.2b		56.1%PE38.8x
CDW CDWUS$142.6212.8%
+US$2.1b		-25.7%PE17.4x

Latest News

APH
US$136.23
Amphenol
7D
-5.4%
1Y
95.2%
ARW
US$158.60
Arrow Electronics
7D
19.7%
1Y
48.3%
CDW
US$142.62
CDW
7D
12.8%
1Y
-25.7%
SCSC
US$38.39
ScanSource
7D
-10.7%
1Y
1.0%
GLW
US$122.16
Corning
7D
18.3%
1Y
130.6%

Corning Incorporated's (NYSE:GLW) P/E Is Still On The Mark Following 26% Share Price Bounce

Feb 06
Corning Incorporated's (NYSE:GLW) P/E Is Still On The Mark Following 26% Share Price Bounce
MIR
US$24.07
Mirion Technologies
7D
-3.1%
1Y
45.7%

MIR: Modest Assumption Tweaks Will Support Constructive Long Term Upside Potential

Analysts have nudged their price target for Mirion Technologies slightly lower to about US$30.33 from US$30.50, reflecting modest updates to fair value estimates, discount rate assumptions, revenue growth expectations, profit margin forecasts, and future P/E inputs. Valuation Changes Fair value estimate was trimmed slightly from US$30.50 to about US$30.33 per share.
KE
US$26.29
Kimball Electronics
7D
-13.0%
1Y
56.3%
RAL
US$39.52
Ralliant
7D
-25.4%
1Y
n/a
COHR
US$227.68
Coherent
7D
7.3%
1Y
137.4%
EVLV
US$5.49
Evolv Technologies Holdings
7D
-11.3%
1Y
35.9%

EVLV: Q3 Outperformance And 2026 ARR Focus Will Support Bullish Case

Analysts lifted their price target on Evolv Technologies Holdings to US$10 from US$9, citing recent quarterly performance and expectations that annual recurring revenue growth could outpace revenue growth by 2026. Analyst Commentary Recent commentary from bullish analysts centers on a higher conviction view of Evolv Technologies Holdings after its latest quarterly report, with particular attention on the relationship between annual recurring revenue and total revenue over the medium term.
TEL
US$215.91
TE Connectivity
7D
-3.1%
1Y
47.0%

TEL: Share Repurchases And 2026 Sales Outlook Will Drive Future Upside

Analysts have trimmed their price target for TE Connectivity slightly to US$272.00 from about US$274.06, reflecting updated assumptions for revenue growth, profit margins and future P/E multiples. What's in the News Issued earnings guidance for the second quarter of fiscal 2026, with expected sales of approximately US$4.7b, described as 13% higher on a reported basis and 6% higher organically year over year (corporate guidance).
TDY
US$647.56
Teledyne Technologies
7D
4.4%
1Y
26.6%
SNX
US$171.38
TD SYNNEX
7D
8.0%
1Y
20.1%

SNX: Future Returns Will Be Driven By Hyve And Higher Value Mix

Analysts have nudged their average price target for TD SYNNEX slightly higher to about US$180, reflecting a mix of upward revisions toward US$193 and more cautious cuts into the low US$160s as they weigh expected billings growth, exposure to higher value segments, and recent performance in PCs, software, and Hyve. Analyst Commentary Recent research on TD SYNNEX points to a split view, with some firms focusing on potential growth drivers in higher value offerings and Hyve, while others emphasize risks tied to hardware budgets and component pricing.
KEYS
US$230.95
Keysight Technologies
7D
6.8%
1Y
32.5%
JBL
US$258.25
Jabil
7D
8.9%
1Y
56.1%
FWDI
US$5.23
Forward Industries
7D
-19.4%
1Y
-18.9%