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U.S. Electronic Equipment and Components Industry Analysis

UpdatedFeb 19, 2026
DataAggregated Company Financials
Companies183
  • 7D1.2%
  • 3M27.8%
  • 1Y61.6%
  • YTD13.6%

The Electronic Equipment and Components industry is up 1.2% in the last week, with Amphenol up 2.6%. Meanwhile, CDW actually underperformed within the industry, shrinking 7.9% in the last week. In the last 12 months, the industry was up 61%. 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
Thu, 19 Feb 2026US$747.6bUS$404.8bUS$15.0b28.9x49.7x1.8x
Sat, 17 Jan 2026US$703.1bUS$395.3bUS$16.0b27.8x43.9x1.8x
Mon, 15 Dec 2025US$661.8bUS$396.0bUS$16.2b24.8x41x1.7x
Wed, 12 Nov 2025US$674.9bUS$395.9bUS$16.0b25.2x42.1x1.7x
Fri, 10 Oct 2025US$639.1bUS$388.4bUS$13.7b25.5x46.6x1.6x
Sun, 07 Sep 2025US$590.0bUS$386.6bUS$13.5b23.9x43.8x1.5x
Tue, 05 Aug 2025US$561.3bUS$383.9bUS$15.0b23.5x37.4x1.5x
Thu, 03 Jul 2025US$531.5bUS$377.6bUS$13.6b24.6x39.1x1.4x
Sat, 31 May 2025US$484.6bUS$375.7bUS$13.4b21.9x36.2x1.3x
Mon, 28 Apr 2025US$427.6bUS$373.3bUS$13.6b19.6x31.4x1.1x
Wed, 26 Mar 2025US$451.6bUS$371.0bUS$13.9b21.5x32.4x1.2x
Fri, 21 Feb 2025US$483.8bUS$370.8bUS$14.8b24.1x32.7x1.3x
Sun, 19 Jan 2025US$478.3bUS$369.6bUS$15.6b25.9x30.8x1.3x
Tue, 17 Dec 2024US$478.3bUS$369.6bUS$15.6b26.4x30.6x1.3x
Thu, 14 Nov 2024US$477.5bUS$369.5bUS$15.8b24x30.2x1.3x
Sat, 12 Oct 2024US$450.2bUS$323.1bUS$15.9b24.1x28.4x1.4x
Mon, 09 Sep 2024US$410.6bUS$323.9bUS$15.8b21.6x26x1.3x
Wed, 07 Aug 2024US$396.4bUS$325.4bUS$14.5b21.6x27.4x1.2x
Fri, 05 Jul 2024US$429.5bUS$329.2bUS$15.1b21.8x28.4x1.3x
Sun, 02 Jun 2024US$432.8bUS$331.3bUS$15.3b21.5x28.4x1.3x
Tue, 30 Apr 2024US$409.7bUS$338.7bUS$15.9b19x25.8x1.2x
Thu, 28 Mar 2024US$422.9bUS$338.7bUS$15.7b19.1x27x1.2x
Sat, 24 Feb 2024US$407.9bUS$341.1bUS$14.9b19x27.3x1.2x
Mon, 22 Jan 2024US$393.1bUS$350.3bUS$13.7b19.4x28.7x1.1x
Wed, 20 Dec 2023US$405.8bUS$352.2bUS$13.7b21.4x29.6x1.2x
Fri, 17 Nov 2023US$367.5bUS$353.7bUS$13.9b18.3x26.5x1x
Sun, 15 Oct 2023US$358.6bUS$358.4bUS$14.4b16.7x24.9x1x
Tue, 12 Sep 2023US$374.5bUS$360.4bUS$14.6b15.9x25.6x1x
Thu, 10 Aug 2023US$387.5bUS$359.5bUS$15.1b17.6x25.6x1.1x
Sat, 08 Jul 2023US$392.7bUS$361.6bUS$15.0b17.1x26.1x1.1x
Mon, 05 Jun 2023US$370.2bUS$362.6bUS$15.1b16.6x24.5x1x
Wed, 03 May 2023US$343.3bUS$360.9bUS$15.5b15.4x22.2x1x
Fri, 31 Mar 2023US$369.4bUS$361.3bUS$16.2b16.8x22.9x1x
Sun, 26 Feb 2023US$366.1bUS$359.2bUS$15.9b16.9x23.1x1x
Price to Earnings Ratio

23.1x


Total Market Cap: US$366.1bTotal Earnings: US$15.9bTotal Revenue: US$359.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electronic Equipment and Components Industry Price to Earnings3Y Average 31x202420252026
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 49.9x which is higher than its 3-year average PE of 31.0x.
  • The 3-year average PS ratio of 1.3x is lower than the industry's current PS ratio of 1.9x.
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 4.1% 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-0.74%
Tech-1.61%
Electronic Equipment and Components1.22%
Electronic Manufacturing Services2.80%
Electronic Equipment and Instruments2.35%
Electronic Components0.96%
Technology Distributors-4.64%
Industry PE
  • Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 50.9x.
    • Analysts are expecting annual earnings growth of 23.6%, 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 16.0x.
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 52% per year.
  • In contrast, the Technology Distributors industry is expected to see its earnings grow by 16% 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
APH AmphenolUS$147.732.6%
+US$4.5b		111.6%PE42.5x
CGNX CognexUS$56.7231.8%
+US$2.2b		68.6%PE82.1x
TEL TE ConnectivityUS$235.633.1%
+US$2.1b		51.0%PE33.5x
FN FabrinetUS$505.788.6%
+US$1.4b		111.6%PE48.1x
IPGP IPG PhotonicsUS$138.2824.7%
+US$1.2b		113.3%PE187.3x

Latest News

CGNX
US$56.72
Cognex
7D
31.8%
1Y
68.6%
TEL
US$235.63
TE Connectivity
7D
3.1%
1Y
51.0%
PLXS
US$197.22
Plexus
7D
-3.6%
1Y
40.8%
KEYS
US$239.83
Keysight Technologies
7D
0.8%
1Y
29.6%
APH
US$147.73
Amphenol
7D
2.6%
1Y
111.6%
NSIT
US$82.93
Insight Enterprises
7D
-7.9%
1Y
-50.5%

NSIT: Solutions Shift And AI Push Will Support Future Rerating

Our analyst price target for Insight Enterprises has been revised from $121.25 to $103.75, reflecting updated assumptions on growth, margins and future P/E in line with recent Street research that emphasizes the company's transition year and the need for clearer visibility into a growth inflection. Analyst Commentary Recent Street research frames Insight Enterprises as a company in a transition year, with analysts balancing long term potential against near term execution risks and valuation questions.
FLEX
US$65.82
Flex
7D
1.5%
1Y
55.1%

FLEX: Liquid Cooling Execution Will Drive Future AI Data Center Upside

Analysts have nudged their price targets on Flex higher by about $2.43, supported by updated views on fair value, discount rate, revenue growth, profit margins, and future P/E assumptions as reflected in recent research from firms such as Barclays and Raymond James. Analyst Commentary Bullish Takeaways Bullish analysts highlight that the recent price target increase of about $2.43 reflects refreshed views on fair value that incorporate updated assumptions around revenue growth, profit margins, and future P/E levels.
ZBRA
US$252.52
Zebra Technologies
7D
0.01%
1Y
-22.2%

Earnings Miss: Zebra Technologies Corporation Missed EPS By 19% And Analysts Are Revising Their Forecasts

Feb 15
Earnings Miss: Zebra Technologies Corporation Missed EPS By 19% And Analysts Are Revising Their Forecasts
GLW
US$132.01
Corning
7D
-0.7%
1Y
150.6%
LFUS
US$348.65
Littelfuse
7D
-2.6%
1Y
36.9%
ARW
US$153.03
Arrow Electronics
7D
-3.0%
1Y
36.8%
IPGP
US$138.28
IPG Photonics
7D
24.7%
1Y
113.3%
AEIS
US$321.34
Advanced Energy Industries
7D
4.1%
1Y
144.3%
SNX
US$161.15
TD SYNNEX
7D
-5.2%
1Y
11.9%
CDW
US$124.29
CDW
7D
-7.9%
1Y
-36.1%

CDW: Cloud Services Expansion Will Support Earnings Power After Recent Reset

Analysts trimmed their price targets on CDW by a few dollars to around US$218. This reflects slightly softer assumptions for revenue growth and profit margins, partly offset by a higher expected future P/E multiple.
FN
US$505.78
Fabrinet
7D
8.6%
1Y
111.6%

FN: Richer Forward P/E And Margin Assumptions Will Likely Restrain Returns

Analysts have lifted their price target range for Fabrinet to reflect a fair value of about US$324.57 per share. They cite updated views on the discount rate, revenue growth, profit margin and forward P/E assumptions.