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U.S. Electronic Equipment and Components Industry Analysis

UpdatedFeb 03, 2026
DataAggregated Company Financials
Companies183
  • 7D1.4%
  • 3M11.2%
  • 1Y53.8%
  • YTD7.4%

The Electronic Equipment and Components industry is up 1.4% in the last week, with Corning up 16%. Meanwhile, Amphenol actually underperformed within the industry, shrinking 6.8% in the last week. This takes the industry's 12 month performance to a gain of 54%. Earnings are forecast to grow by 21% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 03 Feb 2026US$690.2bUS$401.1bUS$16.8b27.2x41.2x1.7x
Thu, 01 Jan 2026US$665.4bUS$397.3bUS$16.2b25x41x1.7x
Sat, 29 Nov 2025US$656.6bUS$396.1bUS$16.3b24x40.2x1.7x
Mon, 27 Oct 2025US$658.7bUS$390.7bUS$14.3b25.5x45.9x1.7x
Wed, 24 Sep 2025US$633.5bUS$386.6bUS$13.5b24.7x46.9x1.6x
Fri, 22 Aug 2025US$564.5bUS$386.5bUS$13.5b22.9x41.9x1.5x
Sun, 20 Jul 2025US$556.1bUS$377.6bUS$13.6b23.9x40.8x1.5x
Tue, 17 Jun 2025US$490.7bUS$375.7bUS$13.4b22.5x36.7x1.3x
Thu, 15 May 2025US$484.1bUS$375.4bUS$13.3b21.2x36.3x1.3x
Sat, 12 Apr 2025US$385.1bUS$371.4bUS$13.9b19.2x27.7x1x
Mon, 10 Mar 2025US$432.4bUS$371.1bUS$14.7b21.1x29.4x1.2x
Wed, 05 Feb 2025US$475.4bUS$370.9bUS$14.8b24x32.1x1.3x
Fri, 03 Jan 2025US$460.2bUS$368.1bUS$15.5b25.5x29.6x1.2x
Sun, 01 Dec 2024US$478.8bUS$369.6bUS$15.5b26.4x30.8x1.3x
Tue, 29 Oct 2024US$462.0bUS$371.9bUS$16.6b23.7x27.9x1.2x
Thu, 26 Sep 2024US$446.2bUS$323.9bUS$15.8b23.2x28.3x1.4x
Sat, 24 Aug 2024US$440.5bUS$324.2bUS$15.9b22.4x27.7x1.4x
Mon, 22 Jul 2024US$437.7bUS$329.2bUS$15.1b22.1x29.1x1.3x
Wed, 19 Jun 2024US$438.1bUS$331.2bUS$15.2b20.7x28.8x1.3x
Fri, 17 May 2024US$434.1bUS$331.4bUS$15.4b21.5x28.1x1.3x
Sun, 14 Apr 2024US$416.9bUS$338.7bUS$15.7b18.8x26.6x1.2x
Tue, 12 Mar 2024US$413.9bUS$341.3bUS$14.9b19.1x27.7x1.2x
Thu, 08 Feb 2024US$392.2bUS$344.2bUS$14.9b19.4x26.3x1.1x
Sat, 06 Jan 2024US$388.3bUS$352.2bUS$13.7b20x28.3x1.1x
Mon, 04 Dec 2023US$374.1bUS$353.4bUS$13.8b17.1x27.1x1.1x
Wed, 01 Nov 2023US$343.7bUS$357.1bUS$14.2b16.7x24.2x1x
Fri, 29 Sep 2023US$370.3bUS$358.4bUS$14.4b16.1x25.7x1x
Sun, 27 Aug 2023US$378.5bUS$360.3bUS$14.6b16.7x25.9x1.1x
Tue, 25 Jul 2023US$394.6bUS$361.5bUS$15.1b16.7x26.1x1.1x
Thu, 22 Jun 2023US$384.7bUS$362.7bUS$15.1b17.4x25.5x1.1x
Sat, 20 May 2023US$358.6bUS$362.4bUS$15.1b15.4x23.8x1x
Mon, 17 Apr 2023US$363.3bUS$361.4bUS$16.1b16.8x22.5x1x
Wed, 15 Mar 2023US$357.3bUS$359.3bUS$15.9b16.6x22.4x1x
Fri, 10 Feb 2023US$381.1bUS$360.8bUS$16.4b16.8x23.2x1.1x
Price to Earnings Ratio

23.2x


Total Market Cap: US$381.1bTotal Earnings: US$16.4bTotal Revenue: US$360.8bTotal 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 41.2x 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 3.6% 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-0.35%
Tech-1.75%
Electronic Equipment and Components1.44%
Technology Distributors4.40%
Electronic Components1.54%
Electronic Manufacturing Services1.44%
Electronic Equipment and Instruments0.19%
Industry PE
  • Investors are most optimistic about the Electronic Components industry which is trading above its 3-year average PE ratio of 45.4x.
    • Analysts are expecting annual earnings growth of 23.3%, which is lower than the prior year's growth of 28.1% 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 Components industry, expecting annual earnings growth of 23% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • 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$110.3616.2%
+US$12.3b		114.9%PE58.7x
COHR CoherentUS$222.4412.5%
+US$4.2b		154.2%PE321.1x
KEYS Keysight TechnologiesUS$223.264.2%
+US$1.5b		26.6%PE44.1x
AVT AvnetUS$63.3123.2%
+US$1.0b		27.3%PE25x
FN FabrinetUS$499.615.4%
+US$913.2m		121.5%PE51x

Latest News

FN
US$499.61
Fabrinet
7D
5.4%
1Y
121.5%
COHR
US$222.44
Coherent
7D
12.5%
1Y
154.2%
TTMI
US$102.76
TTM Technologies
7D
8.6%
1Y
321.8%
KEYS
US$223.26
Keysight Technologies
7D
4.2%
1Y
26.6%
GLW
US$110.36
Corning
7D
16.2%
1Y
114.9%
SANM
US$150.47
Sanmina
7D
-17.6%
1Y
83.0%
APH
US$144.93
Amphenol
7D
-6.8%
1Y
106.7%
LFUS
US$325.28
Littelfuse
7D
12.0%
1Y
40.4%
OSIS
US$252.72
OSI Systems
7D
-8.1%
1Y
29.6%
AVT
US$63.31
Avnet
7D
23.2%
1Y
27.3%

Earnings Tell The Story For Avnet, Inc. (NASDAQ:AVT) As Its Stock Soars 28%

Jan 30
Earnings Tell The Story For Avnet, Inc. (NASDAQ:AVT) As Its Stock Soars 28%
BMI
US$151.83
Badger Meter
7D
-12.5%
1Y
-29.6%
OUST
US$20.33
Ouster
7D
-15.9%
1Y
112.9%
MIR
US$24.93
Mirion Technologies
7D
-2.2%
1Y
59.8%

MIR: Reaffirmed 2025 Outlook And Completed Buybacks Will Support Future Upside

Analysts have slightly reduced their price target for Mirion Technologies to reflect modestly lower fair value and profit margin assumptions, while largely maintaining their core outlook on revenue growth and future P/E expectations. What's in the News Mirion Technologies reaffirmed full year 2025 revenue growth guidance of about 7.0% to 9.0%, with an organic revenue growth range of about 4.5% to 6.0%.
NOVT
US$134.32
Novanta
7D
-2.3%
1Y
-8.6%

NOVT: Equity Units And Share Repurchases Will Support Balance Sheet And Future Deals

Analysts now keep their price target for Novanta effectively unchanged at about $154.00. They point to steady assumptions around discount rate, revenue growth, profit margin and future P/E as the key drivers of their view.
ARW
US$133.62
Arrow Electronics
7D
13.5%
1Y
17.7%

ARW: Richer P/E And Modest Margins Will Limit Future Upside

Analysts are keeping their price target for Arrow Electronics unchanged at US$94.00. They cite only small refinements to assumptions around discount rate, revenue growth, profit margin, and future P/E that do not materially alter their view of fair value.
FWDI
US$5.75
Forward Industries
7D
-19.5%
1Y
-11.0%