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U.S. Electronic Equipment and Components Industry Analysis

UpdatedJan 15, 2026
DataAggregated Company Financials
Companies182
  • 7D3.9%
  • 3M9.2%
  • 1Y48.8%
  • YTD3.2%

In the last week, the Electronic Equipment and Components industry is up 3.9%, with Amphenol up 5.6%. In the last 12 months, the industry was up 49%. 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, 15 Jan 2026US$682.4bUS$395.3bUS$16.0b26.9x42.6x1.7x
Sat, 13 Dec 2025US$697.4bUS$396.0bUS$16.2b24.8x43.2x1.8x
Mon, 10 Nov 2025US$660.2bUS$395.9bUS$16.0b25.3x41.2x1.7x
Wed, 08 Oct 2025US$632.9bUS$388.4bUS$13.7b25x46.2x1.6x
Fri, 05 Sep 2025US$579.8bUS$386.6bUS$13.5b23.3x43x1.5x
Sun, 03 Aug 2025US$561.4bUS$383.9bUS$15.0b22.8x37.4x1.5x
Tue, 01 Jul 2025US$529.8bUS$377.8bUS$13.5b24.4x39.2x1.4x
Thu, 29 May 2025US$487.1bUS$375.7bUS$13.4b22.1x36.4x1.3x
Sat, 26 Apr 2025US$427.0bUS$373.3bUS$13.6b19.6x31.4x1.1x
Mon, 24 Mar 2025US$437.8bUS$371.0bUS$13.9b20.4x31.4x1.2x
Wed, 19 Feb 2025US$477.2bUS$370.8bUS$14.8b23.9x32.2x1.3x
Fri, 17 Jan 2025US$475.3bUS$369.6bUS$15.6b25.9x30.6x1.3x
Sun, 15 Dec 2024US$478.3bUS$369.6bUS$15.6b26.4x30.6x1.3x
Tue, 12 Nov 2024US$489.6bUS$369.8bUS$15.8b24.5x30.9x1.3x
Thu, 10 Oct 2024US$448.2bUS$323.1bUS$15.9b24.1x28.2x1.4x
Sat, 07 Sep 2024US$410.6bUS$323.9bUS$15.8b21.6x26x1.3x
Mon, 05 Aug 2024US$405.0bUS$325.4bUS$14.5b22.2x28x1.2x
Wed, 03 Jul 2024US$427.0bUS$329.2bUS$15.1b21.5x28.3x1.3x
Fri, 31 May 2024US$432.8bUS$331.2bUS$15.3b21.3x28.4x1.3x
Sun, 28 Apr 2024US$409.9bUS$338.7bUS$15.9b18.8x25.8x1.2x
Tue, 26 Mar 2024US$417.7bUS$339.8bUS$15.7b19x26.7x1.2x
Thu, 22 Feb 2024US$402.9bUS$341.2bUS$15.0b18.9x26.9x1.2x
Sat, 20 Jan 2024US$390.4bUS$350.3bUS$13.7b19.4x28.5x1.1x
Mon, 18 Dec 2023US$404.4bUS$352.2bUS$13.7b20.9x29.5x1.1x
Wed, 15 Nov 2023US$354.7bUS$353.6bUS$13.9b18.6x25.5x1x
Fri, 13 Oct 2023US$371.8bUS$358.4bUS$14.4b16.9x25.8x1x
Sun, 10 Sep 2023US$374.6bUS$360.4bUS$14.6b15.6x25.6x1x
Tue, 08 Aug 2023US$392.3bUS$359.4bUS$15.1b17x26x1.1x
Thu, 06 Jul 2023US$392.7bUS$361.6bUS$15.0b17x26.1x1.1x
Sat, 03 Jun 2023US$370.3bUS$362.6bUS$15.1b16.6x24.5x1x
Mon, 01 May 2023US$347.0bUS$361.3bUS$15.6b15.4x22.3x1x
Wed, 29 Mar 2023US$358.3bUS$360.1bUS$15.9b16.9x22.6x1x
Fri, 24 Feb 2023US$370.9bUS$359.2bUS$15.9b17x23.4x1x
Sun, 22 Jan 2023US$371.5bUS$354.7bUS$16.6b16.6x22.4x1x
Price to Earnings Ratio

22.4x


Total Market Cap: US$371.5bTotal Earnings: US$16.6bTotal Revenue: US$354.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electronic Equipment and Components Industry Price to Earnings3Y Average 30.3x202420252026
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 42.6x which is higher than its 3-year average PE of 30.3x.
  • 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 3.7% 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 Market0.18%
Tech-1.40%
Electronic Equipment and Components3.92%
Electronic Manufacturing Services5.99%
Electronic Components3.77%
Electronic Equipment and Instruments3.05%
Technology Distributors0.96%
Industry PE
  • Investors are most optimistic about the Electronic Components industry which is trading above its 3-year average PE ratio of 44.9x.
    • Analysts are expecting annual earnings growth of 24.3%, 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 15.9x.
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 12% 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$146.755.6%
+US$9.6b		106.8%PE47x
TTMI TTM TechnologiesUS$96.5237.5%
+US$2.7b		276.7%PE75.6x
TEL TE ConnectivityUS$237.303.4%
+US$2.3b		65.4%PE37.9x
GLW CorningUS$90.212.5%
+US$1.9b		84.8%PE56.6x
JBL JabilUS$241.347.5%
+US$1.5b		52.6%PE36.3x

Latest News

INGM
US$20.33
Ingram Micro Holding
7D
-2.6%
1Y
-1.8%

These 4 Measures Indicate That Ingram Micro Holding (NYSE:INGM) Is Using Debt Extensively

Jan 15
These 4 Measures Indicate That Ingram Micro Holding (NYSE:INGM) Is Using Debt Extensively
TDY
US$562.54
Teledyne Technologies
7D
5.8%
1Y
19.9%
FLEX
US$63.83
Flex
7D
4.0%
1Y
52.3%
TTMI
US$96.52
TTM Technologies
7D
37.5%
1Y
276.7%

TTM Technologies, Inc.'s (NASDAQ:TTMI) P/E Is Still On The Mark Following 29% Share Price Bounce

Jan 14
TTM Technologies, Inc.'s (NASDAQ:TTMI) P/E Is Still On The Mark Following 29% Share Price Bounce
APH
US$146.75
Amphenol
7D
5.6%
1Y
106.8%

Bullish: Analysts Just Made A Decent Upgrade To Their Amphenol Corporation (NYSE:APH) Forecasts

Jan 14
Bullish: Analysts Just Made A Decent Upgrade To Their Amphenol Corporation (NYSE:APH) Forecasts
COHR
US$184.11
Coherent
7D
-3.9%
1Y
90.9%
TROO
US$3.79
TROOPS
7D
-12.9%
1Y
118.2%
KEYS
US$209.40
Keysight Technologies
7D
-1.4%
1Y
26.6%

KEYS: Future Returns Will Hinge On AI Inflection And Cycle Stabilization

Analysts have raised their price targets on Keysight Technologies toward the low US$200s, citing recent EPS outperformance, guidance that is above prior consensus, and expectations for improving trends in wireless, defense, and AI-driven test and design demand. Analyst Commentary Recent research updates on Keysight Technologies highlight a mix of optimism around growth drivers like artificial intelligence, wireless, and defense, alongside some caution on valuation and how much upside is already reflected in the share price.
SNX
US$150.09
TD SYNNEX
7D
-0.6%
1Y
10.1%
ZBRA
US$262.51
Zebra Technologies
7D
6.3%
1Y
-34.4%
TEL
US$237.30
TE Connectivity
7D
3.4%
1Y
65.4%

We Think TE Connectivity (NYSE:TEL) Can Manage Its Debt With Ease

Jan 10
We Think TE Connectivity (NYSE:TEL) Can Manage Its Debt With Ease
ZEPP
US$20.65
Zepp Health
7D
-36.5%
1Y
600.0%

Investors Aren't Entirely Convinced By Zepp Health Corporation's (NYSE:ZEPP) Revenues

Jan 08
Investors Aren't Entirely Convinced By Zepp Health Corporation's (NYSE:ZEPP) Revenues
EVLV
US$6.58
Evolv Technologies Holdings
7D
-7.1%
1Y
111.6%

EVLV: Q3 Beat And 2026 ARR Breakout Potential Support Bullish Outlook

Analysts have raised their fair value estimate for Evolv Technologies Holdings to $10.00 from $8.25 after a Q3 performance that they describe as very strong, and based on expectations that annual recurring revenue growth could outpace overall revenue growth by 2026. Analyst Commentary Bullish analysts are pointing to Evolv Technologies Holdings' Q3 performance as a key support for higher valuation expectations, with recent fair value and price target increases signaling growing confidence in the company’s execution.
JBL
US$241.34
Jabil
7D
7.5%
1Y
52.6%

JBL: AI Cybersecurity And Server Expansion Will Support Medium Term Upside

Analysts have kept their price target on Jabil unchanged at US$259.25. This points to largely steady views on discount rate, revenue growth, profit margin, and future P/E assumptions.
GLW
US$90.21
Corning
7D
2.5%
1Y
84.8%

GLW: Optical And Solar Execution Risks May Undermine AI Fiber Hopes

Analysts have nudged their fair value estimate for Corning higher from US$69.53 to US$71.59, reflecting recent price target increases that cite stronger contributions from Display, Specialty Materials, polysilicon related revenue and data center focused fiber demand, even as Optical remains a key focus for the current P/E multiple. Analyst Commentary Recent Street commentary on Corning clusters around a similar theme, with higher price targets tied to specific business drivers and a close watch on how those drivers affect the current P/E multiple.
SMX
US$24.35
SMX (Security Matters)
7D
-28.3%
1Y
-99.8%