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U.S. Electronic Equipment and Components Industry Analysis

UpdatedDec 05, 2025
DataAggregated Company Financials
Companies183
  • 7D3.0%
  • 3M13.1%
  • 1Y38.2%
  • YTD45.7%

The Electronic Equipment and Components industry is up 3.0% in the last week, with Coherent up 15%. In the same time, Daktronics was down 8.8%. This means that the industry has gained 38% over the past year. 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
Fri, 05 Dec 2025US$661.0bUS$396.0bUS$16.3b24.9x40.5x1.7x
Sun, 02 Nov 2025US$668.3bUS$393.9bUS$15.3b24.3x43.7x1.7x
Tue, 30 Sep 2025US$622.2bUS$388.8bUS$13.6b23.8x45.6x1.6x
Thu, 28 Aug 2025US$582.2bUS$386.6bUS$13.5b23.6x43.1x1.5x
Sat, 26 Jul 2025US$562.7bUS$382.4bUS$14.7b23.8x38.2x1.5x
Mon, 23 Jun 2025US$501.5bUS$376.8bUS$13.5b23.7x37.1x1.3x
Wed, 21 May 2025US$483.6bUS$375.5bUS$13.3b22.5x36.3x1.3x
Fri, 18 Apr 2025US$388.6bUS$371.4bUS$13.9b19.4x27.9x1x
Sun, 16 Mar 2025US$427.3bUS$371.1bUS$14.7b20.4x29x1.2x
Tue, 11 Feb 2025US$478.0bUS$370.7bUS$14.6b23.8x32.7x1.3x
Thu, 09 Jan 2025US$470.7bUS$368.1bUS$15.5b25.8x30.3x1.3x
Sat, 07 Dec 2024US$483.4bUS$369.6bUS$15.6b26.3x31x1.3x
Mon, 04 Nov 2024US$456.2bUS$369.8bUS$15.9b22.4x28.7x1.2x
Wed, 02 Oct 2024US$450.5bUS$323.1bUS$15.8b23.7x28.5x1.4x
Fri, 30 Aug 2024US$440.7bUS$324.0bUS$15.9b22.7x27.6x1.4x
Sun, 28 Jul 2024US$441.7bUS$328.2bUS$15.1b22.6x29.3x1.3x
Tue, 25 Jun 2024US$438.1bUS$329.5bUS$15.1b20.7x29x1.3x
Thu, 23 May 2024US$437.8bUS$331.2bUS$15.3b21.4x28.7x1.3x
Sat, 20 Apr 2024US$396.7bUS$338.7bUS$15.7b19x25.3x1.2x
Mon, 18 Mar 2024US$405.2bUS$339.9bUS$15.6b18.9x25.9x1.2x
Wed, 14 Feb 2024US$395.1bUS$342.2bUS$15.1b18.9x26.2x1.2x
Fri, 12 Jan 2024US$391.9bUS$350.3bUS$13.7b19.7x28.6x1.1x
Sun, 10 Dec 2023US$378.3bUS$353.4bUS$13.8b18.6x27.5x1.1x
Tue, 07 Nov 2023US$356.8bUS$353.1bUS$13.7b15.8x26x1x
Thu, 05 Oct 2023US$367.7bUS$358.4bUS$14.4b16.1x25.5x1x
Sat, 02 Sep 2023US$391.8bUS$360.3bUS$14.6b16.9x26.8x1.1x
Mon, 31 Jul 2023US$394.4bUS$361.1bUS$14.8b17.3x26.7x1.1x
Wed, 28 Jun 2023US$385.0bUS$361.6bUS$15.1b16.9x25.5x1.1x
Fri, 26 May 2023US$350.9bUS$362.4bUS$15.1b15.4x23.3x1x
Sun, 23 Apr 2023US$351.3bUS$361.4bUS$16.2b16.1x21.7x1x
Tue, 21 Mar 2023US$357.3bUS$359.9bUS$15.9b16.6x22.5x1x
Thu, 16 Feb 2023US$391.8bUS$360.6bUS$15.9b16.2x24.6x1.1x
Sat, 14 Jan 2023US$373.0bUS$354.7bUS$16.6b16.4x22.4x1.1x
Mon, 12 Dec 2022US$354.4bUS$353.0bUS$16.6b16.1x21.3x1x
Price to Earnings Ratio

21.3x


Total Market Cap: US$354.4bTotal Earnings: US$16.6bTotal Revenue: US$353.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electronic Equipment and Components Industry Price to Earnings3Y Average 29.6x202320242025
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 40.5x which is higher than its 3-year average PE of 29.6x.
  • The 3-year average PS ratio of 1.2x 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 Market0.81%
Tech1.92%
Electronic Equipment and Components3.03%
Electronic Manufacturing Services4.12%
Electronic Equipment and Instruments3.72%
Electronic Components2.45%
Technology Distributors1.07%
Industry PE
  • Investors are most optimistic about the Electronic Components industry which is trading above its 3-year average PE ratio of 43.7x.
    • Analysts are expecting annual earnings growth of 23.8%, which is lower than the prior year's growth of 27.6% per year.
  • Investors are most pessimistic about the Technology Distributors industry, which is trading close to its 3-year average of 15.7x.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Components industry, expecting annual earnings growth of 24% 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 13% 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
COHR CoherentUS$177.3515.2%
+US$3.7b
63.2%PE235.7x
KEYS Keysight TechnologiesUS$209.076.6%
+US$2.2b
23.3%PE41.2x
TEL TE ConnectivityUS$233.413.2%
+US$2.1b
53.2%PE37.3x
GLW CorningUS$85.452.2%
+US$1.6b
71.7%PE53.6x
JBL JabilUS$218.725.5%
+US$1.2b
61.1%PE35.6x

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