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U.S. Electronic Equipment and Components Industry Analysis

UpdatedMar 09, 2026
DataAggregated Company Financials
Companies184
  • 7D-10.0%
  • 3M5.9%
  • 1Y70.1%
  • YTD6.5%

Over the last 7 days, the Electronic Equipment and Components industry has dropped 10%, driven by Corning declining 18%. In contrast, Ingram Micro Holding has gained 6.6%. In the past year, the industry has gained 70%. 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
Mon, 09 Mar 2026US$705.4bUS$406.8bUS$15.3b27x46.1x1.7x
Wed, 04 Feb 2026US$707.1bUS$401.4bUS$16.8b27.5x42.1x1.8x
Fri, 02 Jan 2026US$659.2bUS$397.3bUS$16.2b25x40.6x1.7x
Sun, 30 Nov 2025US$656.7bUS$396.1bUS$16.3b24x40.2x1.7x
Tue, 28 Oct 2025US$658.7bUS$390.7bUS$14.3b25.9x45.9x1.7x
Thu, 25 Sep 2025US$636.9bUS$386.6bUS$13.5b24x47.1x1.6x
Sat, 23 Aug 2025US$565.7bUS$386.6bUS$13.5b23.9x42x1.5x
Mon, 21 Jul 2025US$556.1bUS$377.6bUS$13.6b23.9x40.8x1.5x
Wed, 18 Jun 2025US$500.4bUS$376.8bUS$13.5b22.5x37x1.3x
Fri, 16 May 2025US$481.6bUS$375.4bUS$13.3b21.2x36.1x1.3x
Sun, 13 Apr 2025US$388.7bUS$371.4bUS$13.9b19.2x28x1x
Tue, 11 Mar 2025US$431.7bUS$371.1bUS$14.7b20.5x29.4x1.2x
Thu, 06 Feb 2025US$477.2bUS$370.9bUS$14.6b24.5x32.6x1.3x
Sat, 04 Jan 2025US$457.2bUS$368.1bUS$15.5b25.9x29.5x1.2x
Mon, 02 Dec 2024US$478.8bUS$369.6bUS$15.5b26.4x30.8x1.3x
Wed, 30 Oct 2024US$464.0bUS$372.3bUS$16.2b23.6x28.7x1.2x
Fri, 27 Sep 2024US$441.1bUS$323.2bUS$15.8b23.3x27.9x1.4x
Sun, 25 Aug 2024US$447.9bUS$324.2bUS$15.9b22.4x28.1x1.4x
Tue, 23 Jul 2024US$437.7bUS$329.2bUS$15.1b22.4x29.1x1.3x
Thu, 20 Jun 2024US$440.8bUS$331.2bUS$15.2b21x29x1.3x
Sat, 18 May 2024US$433.5bUS$331.4bUS$15.4b20.6x28.1x1.3x
Mon, 15 Apr 2024US$407.3bUS$338.7bUS$15.7b18.8x26x1.2x
Wed, 13 Mar 2024US$413.9bUS$341.3bUS$14.9b19.4x27.7x1.2x
Fri, 09 Feb 2024US$395.3bUS$342.1bUS$14.7b20.1x26.9x1.2x
Sun, 07 Jan 2024US$387.7bUS$352.2bUS$13.7b20x28.2x1.1x
Tue, 05 Dec 2023US$374.1bUS$353.4bUS$13.8b18x27.1x1.1x
Thu, 02 Nov 2023US$343.9bUS$355.4bUS$13.9b16.7x24.7x1x
Sat, 30 Sep 2023US$370.3bUS$358.4bUS$14.4b16.3x25.7x1x
Mon, 28 Aug 2023US$378.5bUS$360.3bUS$14.6b16.7x25.9x1.1x
Wed, 26 Jul 2023US$399.2bUS$361.2bUS$14.8b16.9x26.9x1.1x
Fri, 23 Jun 2023US$384.5bUS$362.7bUS$15.1b17.4x25.5x1.1x
Sun, 21 May 2023US$358.6bUS$362.4bUS$15.1b15.4x23.8x1x
Tue, 18 Apr 2023US$363.0bUS$361.4bUS$16.1b16.8x22.5x1x
Thu, 16 Mar 2023US$352.6bUS$359.3bUS$15.9b16.3x22.1x1x
Price to Earnings Ratio

22.1x


Total Market Cap: US$352.6bTotal Earnings: US$15.9bTotal Revenue: US$359.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electronic Equipment and Components Industry Price to Earnings3Y Average 31.4x202420252026
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 46.1x which is higher than its 3-year average PE of 31.4x.
  • 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 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-2.17%
Tech-0.39%
Electronic Equipment and Components-10.05%
Technology Distributors-1.71%
Electronic Equipment and Instruments-7.06%
Electronic Manufacturing Services-9.99%
Electronic Components-12.60%
Industry PE
  • Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 51.8x.
    • Analysts are expecting annual earnings growth of 22.1%, 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
INGM Ingram Micro HoldingUS$22.063.3%
+US$166.9m		16.6%PE15.8x
UMAC Unusual MachinesUS$16.4515.8%
+US$82.6m		200.2%PS73x
SMRT SmartRentUS$1.7712.7%
+US$43.2m		52.6%PS2.2x
FWDI Forward IndustriesUS$4.837.3%
+US$27.4m		26.4%PS11.5x
CODA Coda Octopus GroupUS$14.402.9%
+US$4.5m		114.9%PE39.3x

Latest News

FN
US$489.38
Fabrinet
7D
-15.8%
1Y
160.5%
TTMI
US$87.91
TTM Technologies
7D
-22.2%
1Y
301.6%

TTMI: Radar And Data Center Demand Will Support Future Margins

Analysts have increased their blended 12 month price target on TTM Technologies by $36 to $118.50, citing updated views on discount rates, revenue growth, profit margins, and future P/E assumptions. Analyst Commentary Street research around TTM Technologies has centered on how updated assumptions on discount rates, revenue trajectory, profit margins, and future P/E multiples flow through to valuation.
COHR
US$235.72
Coherent
7D
-21.1%
1Y
275.3%

Coherent Corp. (COHR): The Silicon Photonics Powerhouse – Joining the S&P 500 Benchmark in 2026.

Coherent Corp. (COHR) has reached a historic valuation milestone, trading at $248.89 as of the March 6, 2026, market close, following the announcement that it will join the S&P 500 on March 23.
GLW
US$123.29
Corning
7D
-21.9%
1Y
173.9%
INGM
US$22.06
Ingram Micro Holding
7D
3.3%
1Y
16.6%
UMAC
US$16.45
Unusual Machines
7D
15.8%
1Y
200.2%
CODA
US$14.40
Coda Octopus Group
7D
2.9%
1Y
114.9%
SMRT
US$1.77
SmartRent
7D
12.7%
1Y
52.6%
KEYS
US$272.43
Keysight Technologies
7D
-13.0%
1Y
78.2%
JBL
US$241.09
Jabil
7D
-7.7%
1Y
80.8%
APH
US$131.87
Amphenol
7D
-2.4%
1Y
113.4%

APH: AI And CommScope CCS Integration Will Support Margins And Earnings Outperformance

Our updated analyst price target for Amphenol has moved from $148.60 to $169.44 as analysts factor in higher modeled revenue growth, a slightly richer future P/E multiple, and recent price target increases tied to the CommScope CCS acquisition and AI related content gains across end markets. Analyst Commentary Recent Street research on Amphenol has been active, with several firms adjusting their price targets and, in some cases, ratings.
FLEX
US$59.91
Flex
7D
-8.5%
1Y
82.0%

FLEX: Liquid Cooling Execution Will Support AI Data Center Upside Repricing

Analysts have raised their average price target on Flex by $1, reflecting recent positive research attention and updated assumptions around discount rates, revenue, profit margins, and forward P/E expectations. Analyst Commentary Bullish analysts see the latest price target move as a reflection of improved confidence in Flex's ability to execute against updated assumptions on discount rates, revenue trends, profit margins, and forward P/E.
ELTK
US$9.20
Eltek
7D
4.5%
1Y
-15.6%
INVE
US$3.29
Identiv
7D
3.8%
1Y
0.9%
FWDI
US$4.83
Forward Industries
7D
7.3%
1Y
26.4%
POAS
US$1.69
Phaos Technology Holdings (Cayman)
7D
9.7%
1Y
n/a