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U.S. Electronic Equipment and Components Industry Analysis

UpdatedMar 06, 2026
DataAggregated Company Financials
Companies184
  • 7D-6.4%
  • 3M12.5%
  • 1Y81.7%
  • YTD12.4%

Over the last 7 days, the Electronic Equipment and Components industry has dropped 6.4%, driven by declines in Amphenol and Corning of 8.2% and 10%, respectively. This takes the industry's 12 month performance to a gain of 82%. Looking forward, 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
Sat, 07 Mar 2026US$759.9bUS$406.8bUS$15.3b28.2x49.6x1.9x
Mon, 02 Feb 2026US$686.0bUS$401.1bUS$16.8b26.6x40.9x1.7x
Wed, 31 Dec 2025US$668.2bUS$397.3bUS$16.2b24.7x41.2x1.7x
Fri, 28 Nov 2025US$649.1bUS$396.1bUS$16.3b24.7x39.8x1.6x
Sun, 26 Oct 2025US$658.7bUS$390.7bUS$14.3b25.5x45.9x1.7x
Tue, 23 Sep 2025US$630.0bUS$386.6bUS$13.5b24.9x46.6x1.6x
Thu, 21 Aug 2025US$570.6bUS$386.5bUS$13.5b22.7x42.4x1.5x
Sat, 19 Jul 2025US$554.8bUS$377.6bUS$13.6b23.9x40.7x1.5x
Mon, 16 Jun 2025US$490.8bUS$375.7bUS$13.4b22x36.7x1.3x
Wed, 14 May 2025US$477.5bUS$375.4bUS$13.3b21.7x35.8x1.3x
Fri, 11 Apr 2025US$403.5bUS$371.4bUS$13.9b19.2x29x1.1x
Sun, 09 Mar 2025US$432.4bUS$371.1bUS$14.7b21.1x29.4x1.2x
Tue, 04 Feb 2025US$482.8bUS$370.8bUS$14.8b24.5x32.6x1.3x
Thu, 02 Jan 2025US$460.2bUS$368.1bUS$15.5b25.2x29.6x1.2x
Sat, 30 Nov 2024US$478.8bUS$369.6bUS$15.5b26.4x30.8x1.3x
Mon, 28 Oct 2024US$462.0bUS$371.9bUS$16.6b23.7x27.9x1.2x
Wed, 25 Sep 2024US$443.9bUS$323.9bUS$15.8b23.2x28.2x1.4x
Fri, 23 Aug 2024US$445.2bUS$324.1bUS$15.9b22.1x27.9x1.4x
Sun, 21 Jul 2024US$437.7bUS$329.2bUS$15.1b22.1x29.1x1.3x
Tue, 18 Jun 2024US$431.1bUS$331.2bUS$15.2b21.1x28.3x1.3x
Thu, 16 May 2024US$428.3bUS$331.4bUS$15.4b21.6x27.7x1.3x
Sat, 13 Apr 2024US$416.9bUS$338.7bUS$15.7b18.8x26.6x1.2x
Mon, 11 Mar 2024US$417.1bUS$341.2bUS$14.9b19.6x28x1.2x
Wed, 07 Feb 2024US$392.1bUS$344.6bUS$14.9b19.4x26.3x1.1x
Fri, 05 Jan 2024US$388.9bUS$352.2bUS$13.7b19.8x28.3x1.1x
Sun, 03 Dec 2023US$374.1bUS$353.4bUS$13.8b17.1x27.1x1.1x
Tue, 31 Oct 2023US$340.4bUS$357.6bUS$14.4b16.4x23.6x1x
Thu, 28 Sep 2023US$360.1bUS$359.0bUS$14.6b16.1x24.7x1x
Sat, 26 Aug 2023US$378.5bUS$360.3bUS$14.6b16.7x25.9x1.1x
Mon, 24 Jul 2023US$395.2bUS$361.5bUS$15.1b16.8x26.2x1.1x
Wed, 21 Jun 2023US$387.5bUS$362.7bUS$15.1b17.4x25.7x1.1x
Fri, 19 May 2023US$359.2bUS$362.4bUS$15.1b16x23.9x1x
Sun, 16 Apr 2023US$363.3bUS$361.4bUS$16.1b16.8x22.5x1x
Tue, 14 Mar 2023US$353.2bUS$359.3bUS$15.9b16.4x22.2x1x
Price to Earnings Ratio

22.2x


Total Market Cap: US$353.2bTotal 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 49.6x 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 1.9x.
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 4.2% 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-1.24%
Tech0.14%
Electronic Equipment and Components-6.44%
Technology Distributors1.14%
Electronic Equipment and Instruments-4.80%
Electronic Manufacturing Services-7.43%
Electronic Components-7.79%
Industry PE
  • Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 51.6x.
    • Analysts are expecting annual earnings growth of 22.2%, 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 25% 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
COHR CoherentUS$253.871.5%
+US$2.7b		290.3%PE257.9x
INGM Ingram Micro HoldingUS$26.3627.8%
+US$1.3b		35.5%PE18.9x
ARLO Arlo TechnologiesUS$14.2315.3%
+US$224.5m		20.1%PE101.9x
OUST OusterUS$21.1811.8%
+US$193.1m		162.1%PS7.9x
CDW CDWUS$124.310.7%
+US$118.7m		-25.7%PE15x

Latest News

INGM
US$26.36
Ingram Micro Holding
7D
27.8%
1Y
35.5%
COHR
US$253.87
Coherent
7D
1.5%
1Y
290.3%
SANM
US$130.29
Sanmina
7D
-19.3%
1Y
72.2%
ARLO
US$14.23
Arlo Technologies
7D
15.3%
1Y
20.1%
KEYS
US$284.51
Keysight Technologies
7D
-7.0%
1Y
84.1%
GLW
US$134.74
Corning
7D
-10.4%
1Y
196.1%

GLW: AI Fiber Deal Euphoria Will Likely Limit Future Returns

Narrative Update The analyst price target for Corning has been raised to $127. According to analysts, this change is supported by updated models and a larger potential optical and chemicals market tied to growing AI data center investment and new network technologies.
JBL
US$252.21
Jabil
7D
-7.2%
1Y
82.4%
OUST
US$21.18
Ouster
7D
11.8%
1Y
162.1%

OUST: 2026 Top Pick And Physical AI Focus Will Drive Separation

Narrative Update on Ouster Analysts have maintained their $33.00 price target for Ouster, pointing to its selection as a 2026 top pick and highlighting expectations that the company continues to distinguish itself financially and operationally by focusing early on industrial, smart infrastructure and robotics or Physical AI markets. Analyst Commentary Recent commentary around Ouster centers on its inclusion as a 2026 top pick heading into the CES show in Las Vegas.
TEL
US$210.56
TE Connectivity
7D
-10.7%
1Y
43.0%
APH
US$136.24
Amphenol
7D
-8.2%
1Y
120.6%

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.
TDY
US$654.86
Teledyne Technologies
7D
-3.5%
1Y
33.3%
NSIT
US$86.82
Insight Enterprises
7D
2.7%
1Y
-43.2%

NSIT: AI And Share Repurchases Will Support Future Rerating

Analysts have trimmed their price target on Insight Enterprises by $10, citing updated assumptions for profit margins and P/E expectations, even as they continue to highlight the stock among preferred ideas for 2026. Analyst Commentary Recent research on Insight Enterprises reflects a mixed but engaged view, with some analysts adjusting valuation assumptions while still keeping the stock on key focus lists for 2026.
FLEX
US$63.51
Flex
7D
0.5%
1Y
84.4%

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.
AEVA
US$15.08
Aeva Technologies
7D
10.6%
1Y
388.0%
AEIS
US$311.42
Advanced Energy Industries
7D
-7.7%
1Y
193.8%
CDW
US$124.31
CDW
7D
0.7%
1Y
-25.7%

CDW: Future Earnings Quality Concerns Will Present A Contrarian Opportunity

Our updated narrative on CDW reflects a reduced illustrative fair value estimate, moving from about $160 to roughly $142 per share, as analysts trim price targets and factor in higher discount rates and a lower assumed future P/E multiple, despite slightly stronger modeled revenue growth. Analyst Commentary Recent Street research on CDW has tilted cautious, with multiple price target cuts and at least one downgrade contributing to a more muted sentiment around the shares.