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U.S. Electronic Equipment and Components Industry Analysis

UpdatedFeb 13, 2026
DataAggregated Company Financials
Companies183
  • 7D8.2%
  • 3M18.5%
  • 1Y60.5%
  • YTD11.1%

Over the last 7 days, the Electronic Equipment and Components industry has risen 8.5%, driven by gains in Corning and Amphenol of 21% and 11%, respectively. During this same period, the Ralliant underperformed, falling 24%. In the last 12 months, the industry was up 61%. Looking forward, earnings are forecast to grow by 23% 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, 13 Feb 2026US$742.5bUS$404.5bUS$15.7b27.1x47.4x1.8x
Sun, 11 Jan 2026US$654.7bUS$395.3bUS$16.0b26x40.9x1.7x
Tue, 09 Dec 2025US$673.7bUS$396.0bUS$16.3b24.7x41.3x1.7x
Thu, 06 Nov 2025US$651.7bUS$395.3bUS$15.5b25.2x42x1.6x
Sat, 04 Oct 2025US$629.2bUS$388.4bUS$13.7b24x45.9x1.6x
Mon, 01 Sep 2025US$578.3bUS$386.6bUS$13.5b22.8x42.9x1.5x
Wed, 30 Jul 2025US$572.7bUS$382.9bUS$15.1b24.2x37.9x1.5x
Fri, 27 Jun 2025US$525.1bUS$377.8bUS$13.6b24.1x38.7x1.4x
Sun, 25 May 2025US$474.3bUS$375.7bUS$13.4b22.1x35.4x1.3x
Tue, 22 Apr 2025US$392.0bUS$371.4bUS$13.9b19x28.2x1.1x
Thu, 20 Mar 2025US$437.5bUS$371.1bUS$14.7b20.6x29.7x1.2x
Sat, 15 Feb 2025US$476.3bUS$370.8bUS$14.8b23.9x32.2x1.3x
Mon, 13 Jan 2025US$461.5bUS$369.4bUS$15.6b24.8x29.6x1.2x
Wed, 11 Dec 2024US$482.4bUS$369.6bUS$15.6b26.2x30.9x1.3x
Fri, 08 Nov 2024US$483.9bUS$369.8bUS$15.8b24.4x30.6x1.3x
Sun, 06 Oct 2024US$444.5bUS$323.1bUS$15.8b24.1x28.2x1.4x
Tue, 03 Sep 2024US$444.7bUS$324.0bUS$15.9b22.7x27.9x1.4x
Thu, 01 Aug 2024US$436.2bUS$327.3bUS$14.9b23.2x29.3x1.3x
Sat, 29 Jun 2024US$428.2bUS$329.4bUS$15.1b21.6x28.4x1.3x
Mon, 27 May 2024US$440.3bUS$331.3bUS$15.3b21.6x28.9x1.3x
Wed, 24 Apr 2024US$405.1bUS$338.7bUS$15.7b19.5x25.9x1.2x
Fri, 22 Mar 2024US$411.3bUS$339.8bUS$15.7b19.2x26.3x1.2x
Sun, 18 Feb 2024US$406.1bUS$341.3bUS$15.0b19.5x27x1.2x
Tue, 16 Jan 2024US$390.2bUS$350.3bUS$13.7b19.4x28.5x1.1x
Thu, 14 Dec 2023US$384.5bUS$353.4bUS$13.8b19.4x28x1.1x
Sat, 11 Nov 2023US$349.7bUS$353.6bUS$13.9b17.5x25.2x1x
Mon, 09 Oct 2023US$366.3bUS$358.4bUS$14.4b16.7x25.4x1x
Wed, 06 Sep 2023US$385.0bUS$360.3bUS$14.6b16.7x26.4x1.1x
Fri, 04 Aug 2023US$391.7bUS$359.4bUS$15.1b17.5x25.9x1.1x
Sun, 02 Jul 2023US$396.3bUS$361.6bUS$15.1b17x26.3x1.1x
Tue, 30 May 2023US$365.1bUS$362.6bUS$15.1b16.8x24.2x1x
Thu, 27 Apr 2023US$339.2bUS$361.4bUS$16.2b15.4x21x0.9x
Sat, 25 Mar 2023US$358.4bUS$360.1bUS$15.9b16.7x22.6x1x
Mon, 20 Feb 2023US$387.4bUS$360.7bUS$15.9b17.6x24.3x1.1x
Price to Earnings Ratio

24.3x


Total Market Cap: US$387.4bTotal Earnings: US$15.9bTotal Revenue: US$360.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electronic Equipment and Components Industry Price to Earnings3Y Average 30.9x202420252026
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 47.3x which is higher than its 3-year average PE of 30.8x.
  • The 3-year average PS ratio of 1.3x is lower than the industry's current PS ratio of 1.8x.
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 Market0.52%
Tech2.46%
Electronic Equipment and Components8.20%
Electronic Components12.31%
Electronic Equipment and Instruments6.53%
Electronic Manufacturing Services5.71%
Technology Distributors-2.73%
Industry PE
  • Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 50.6x.
    • Analysts are expecting annual earnings growth of 24.9%, which is higher than its past year's earnings growth of 13.6% 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 Equipment and Instruments industry, expecting annual earnings growth of 25% over the next 5 years.
  • This is better than its past earnings growth rate of 14% per year.
  • 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
APH AmphenolUS$143.7312.6%
+US$20.4b		107.2%PE41.4x
GLW CorningUS$131.5016.6%
+US$15.9b		152.4%PE70x
TEL TE ConnectivityUS$225.448.0%
+US$4.9b		47.1%PE32x
CGNX CognexUS$58.6748.6%
+US$3.2b		73.0%PE85.6x
IPGP IPG PhotonicsUS$150.2551.3%
+US$2.1b		138.9%PE246.8x

Latest News

TEL
US$225.44
TE Connectivity
7D
8.0%
1Y
47.1%
IPGP
US$150.25
IPG Photonics
7D
51.3%
1Y
138.9%
CGNX
US$58.67
Cognex
7D
48.6%
1Y
73.0%
VPG
US$46.68
Vishay Precision Group
7D
-10.3%
1Y
87.6%
AEIS
US$312.95
Advanced Energy Industries
7D
21.5%
1Y
153.4%
ZBRA
US$274.15
Zebra Technologies
7D
13.7%
1Y
-15.2%
GLW
US$131.50
Corning
7D
16.6%
1Y
152.4%
AIOT
US$3.60
PowerFleet
7D
-21.2%
1Y
-55.4%

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Feb 12
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ITRI
US$95.74
Itron
7D
-8.0%
1Y
-1.3%

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Analysts have trimmed their price expectations for Itron, with the average target moving from about US$140 to roughly US$137, reflecting slightly lower fair value and P/E assumptions while still citing supportive research updates and recent target revisions. Analyst Commentary Bullish Takeaways Bullish analysts continue to carry Buy ratings even after trimming price targets, which signals ongoing confidence in Itron’s long term execution and earnings potential at current valuation levels.
SNX
US$157.41
TD SYNNEX
7D
-4.1%
1Y
11.2%
KEYS
US$229.48
Keysight Technologies
7D
3.6%
1Y
28.0%

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Narrative update on Keysight Technologies The analyst price target for Keysight Technologies has edged up to about $221, with analysts pointing to recent revenue and margin performance, upbeat EPS guidance, and signs of stabilization in wireless and defense demand as support for this modest adjustment. Analyst Commentary Recent Street research around Keysight Technologies has focused on earnings delivery, margin performance, and signs of demand stabilization, with several analysts adjusting their price targets in response.
APH
US$143.73
Amphenol
7D
12.6%
1Y
107.2%
CDW
US$126.83
CDW
7D
-9.9%
1Y
-32.4%

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.
PLUS
US$82.09
ePlus
7D
-3.0%
1Y
17.7%
ARLO
US$11.23
Arlo Technologies
7D
-6.6%
1Y
-2.2%
OPTX
US$6.16
Syntec Optics Holdings
7D
-29.1%
1Y
256.1%

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Feb 04
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