Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Electronic Equipment and Components Industry Analysis

UpdatedAug 27, 2025
DataAggregated Company Financials
Companies180
  • 7D2.0%
  • 3M19.6%
  • 1Y30.2%
  • YTD26.2%

The Electronic Equipment and Components industry is up 2.0% in the last week, with Corning up 4.5%. In the last 12 months, the industry was up 30%. Looking forward, 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
Wed, 27 Aug 2025US$579.5bUS$386.6bUS$13.5b23.5x42.9x1.5x
Fri, 25 Jul 2025US$562.7bUS$382.1bUS$14.7b23.6x38.4x1.5x
Sun, 22 Jun 2025US$502.0bUS$376.8bUS$13.5b23.7x37.1x1.3x
Tue, 20 May 2025US$486.7bUS$375.5bUS$13.3b22.1x36.5x1.3x
Thu, 17 Apr 2025US$393.7bUS$371.4bUS$13.9b19x28.3x1.1x
Sat, 15 Mar 2025US$416.5bUS$371.1bUS$14.7b20.4x28.3x1.1x
Mon, 10 Feb 2025US$477.5bUS$370.7bUS$14.6b23.7x32.6x1.3x
Wed, 08 Jan 2025US$470.1bUS$368.1bUS$15.5b25.5x30.3x1.3x
Fri, 06 Dec 2024US$486.3bUS$369.6bUS$15.6b26.4x31.2x1.3x
Sun, 03 Nov 2024US$454.1bUS$369.8bUS$15.9b22.4x28.6x1.2x
Tue, 01 Oct 2024US$450.3bUS$323.2bUS$15.8b23.5x28.5x1.4x
Thu, 29 Aug 2024US$444.1bUS$324.0bUS$15.9b22.6x27.9x1.4x
Sat, 27 Jul 2024US$434.0bUS$328.2bUS$15.1b22.6x28.8x1.3x
Mon, 24 Jun 2024US$438.1bUS$329.5bUS$15.1b20.8x29x1.3x
Wed, 22 May 2024US$438.2bUS$331.2bUS$15.3b21.6x28.7x1.3x
Fri, 19 Apr 2024US$396.7bUS$338.7bUS$15.7b19x25.3x1.2x
Sun, 17 Mar 2024US$405.2bUS$339.9bUS$15.6b18.9x25.9x1.2x
Tue, 13 Feb 2024US$406.4bUS$342.1bUS$15.0b20.4x27.1x1.2x
Thu, 11 Jan 2024US$390.8bUS$350.3bUS$13.7b19.9x28.5x1.1x
Sat, 09 Dec 2023US$375.0bUS$353.4bUS$13.8b18.6x27.3x1.1x
Mon, 06 Nov 2023US$356.8bUS$353.1bUS$13.7b15.9x26x1x
Wed, 04 Oct 2023US$367.7bUS$358.4bUS$14.4b16x25.5x1x
Fri, 01 Sep 2023US$390.3bUS$360.3bUS$14.6b16.8x26.7x1.1x
Sun, 30 Jul 2023US$396.5bUS$361.1bUS$14.8b17.3x26.9x1.1x
Tue, 27 Jun 2023US$379.1bUS$362.8bUS$15.1b16.6x25.1x1x
Thu, 25 May 2023US$350.9bUS$362.4bUS$15.1b15.4x23.3x1x
Sat, 22 Apr 2023US$351.3bUS$361.4bUS$16.2b16.1x21.7x1x
Mon, 20 Mar 2023US$352.8bUS$359.9bUS$15.9b16.6x22.2x1x
Wed, 15 Feb 2023US$388.1bUS$360.6bUS$15.9b16.8x24.4x1.1x
Fri, 13 Jan 2023US$370.1bUS$354.7bUS$16.6b16.5x22.3x1x
Sun, 11 Dec 2022US$354.6bUS$353.0bUS$16.6b16.1x21.4x1x
Tue, 08 Nov 2022US$356.9bUS$352.7bUS$16.6b15.3x21.4x1x
Thu, 06 Oct 2022US$341.5bUS$346.3bUS$16.9b15x20.3x1x
Sat, 03 Sep 2022US$349.8bUS$334.5bUS$16.7b15.9x21x1x
Price to Earnings Ratio

21x


Total Market Cap: US$349.8bTotal Earnings: US$16.7bTotal Revenue: US$334.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electronic Equipment and Components Industry Price to Earnings3Y Average 27.5x202320242025
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 42.9x which is higher than its 3-year average PE of 27.5x.
  • The 3-year average PS ratio of 1.2x is lower than the industry's current PS ratio of 1.5x.
Past Earnings Growth
  • The earnings for companies in the Electronic industry have declined 6.8% per year over the last three years.
  • Meanwhile revenues for these companies have grown 4.9% 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, which has decreased profits.

Industry Trends

Which industries have driven the changes within the U.S. Tech industry?

US Market1.32%
Tech1.07%
Electronic Equipment and Components1.96%
Electronic Manufacturing Services4.11%
Electronic Components1.75%
Electronic Equipment and Instruments1.34%
Technology Distributors-0.37%
Industry PE
  • Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 50.1x.
    • Analysts are expecting annual earnings growth of 23.8%, which is higher than its past year's earnings decline of 1.4% per year.
  • Investors are most pessimistic about the Technology Distributors industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 15.2x.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Equipment and Instruments industry, expecting annual earnings growth of 24% over the next 5 years.
  • This is better than its past earnings decline of 1.4% 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
GLW CorningUS$67.404.5%
+US$2.5b		58.5%PE70.5x
FN FabrinetUS$330.6615.9%
+US$1.6b		34.2%PE35.5x
FLEX FlexUS$53.487.5%
+US$1.4b		66.0%PE22.5x
TEL TE ConnectivityUS$206.911.7%
+US$1.0b		36.2%PE42x
COHR CoherentUS$91.584.4%
+US$595.2m		15.2%PS2.5x

Latest News

FN
US$330.66
Fabrinet
7D
15.9%
1Y
34.2%
SCSC
US$43.57
ScanSource
7D
1.2%
1Y
-9.0%

Expanding Into AI, Cybersecurity, And CX Will Enable Channel Partners To Build Future Recurring Revenue

Despite a slight reduction in revenue growth forecasts and stable profit margins, ScanSource’s consensus analyst price target has increased from $54.00 to $58.00. What's in the News Repurchased 681,035 shares for $25.07 million, completing a total buyback of 4,538,140 shares (18.67%) for $182.91 million under the 2021 buyback program.
ITRI
US$124.06
Itron
7D
-1.4%
1Y
22.0%
GLW
US$67.40
Corning
7D
4.5%
1Y
58.5%
FLEX
US$53.48
Flex
7D
7.5%
1Y
66.0%
TEL
US$206.91
TE Connectivity
7D
1.7%
1Y
36.2%

TE Connectivity plc (NYSE:TEL) Shares Could Be 34% Above Their Intrinsic Value Estimate

Aug 21
TE Connectivity plc (NYSE:TEL) Shares Could Be 34% Above Their Intrinsic Value Estimate
TTMI
US$44.87
TTM Technologies
7D
10.8%
1Y
125.1%
ZBRA
US$320.58
Zebra Technologies
7D
2.7%
1Y
-7.4%
APH
US$109.90
Amphenol
7D
-0.07%
1Y
65.2%
BMI
US$185.19
Badger Meter
7D
-1.3%
1Y
-9.6%

Badger Meter's (NYSE:BMI) Dividend Will Be Increased To $0.40

Aug 16
Badger Meter's (NYSE:BMI) Dividend Will Be Increased To $0.40
COHR
US$91.58
Coherent
7D
4.4%
1Y
15.2%

AI Data Centers And Texas Manufacturing Will Strengthen Future Fundamentals

Coherent’s price target was maintained as analysts balanced near-term concerns over modest results and elevated expectations with optimism on ongoing market share gains in high-speed optical markets and supportive long-term demand trends, leaving the consensus fair value unchanged at $111.44. Analyst Commentary Bullish analysts cite slightly better than expected Q4 results, with Coherent trading at a significant discount to peers and suggesting opportunity on post-earnings weakness.
RAL
US$41.25
Ralliant
7D
-3.7%
1Y
n/a
NOVT
US$117.97
Novanta
7D
-1.8%
1Y
-35.2%
CDW
US$163.67
CDW
7D
-2.3%
1Y
-27.9%
NSIT
US$126.69
Insight Enterprises
7D
-2.2%
1Y
-40.9%
IPGP
US$83.15
IPG Photonics
7D
7.9%
1Y
20.3%

Global Automation And Electric Trends Will Expand Advanced Laser Adoption

With consensus analyst forecasts for both revenue growth (6.3% per annum) and the discount rate (8.06%) remaining stable, the fair value estimate for IPG Photonics is unchanged at $75.80. What's in the News Completed repurchase of 3,600,367 shares (8.13%) for $279.93 million under 2024 buyback plan.