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U.S. Electronic Equipment and Components Industry Analysis

UpdatedMar 10, 2026
DataAggregated Company Financials
Companies185
  • 7D-7.5%
  • 3M7.9%
  • 1Y77.3%
  • YTD9.3%

Over the last 7 days, the Electronic Equipment and Components industry has dropped 7.5%, driven by Corning declining 18%. In the past year, the industry has gained 77%. 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
Wed, 11 Mar 2026US$705.4bUS$406.8bUS$15.3b27.7x46.1x1.7x
Fri, 06 Feb 2026US$682.4bUS$402.8bUS$15.5b26.2x44x1.7x
Sun, 04 Jan 2026US$678.1bUS$397.3bUS$16.2b24.7x41.8x1.7x
Tue, 02 Dec 2025US$656.7bUS$396.1bUS$16.3b23.9x40.2x1.7x
Thu, 30 Oct 2025US$656.3bUS$391.5bUS$14.9b25.7x44.2x1.7x
Sat, 27 Sep 2025US$616.3bUS$388.8bUS$13.6b23.9x45.2x1.6x
Mon, 25 Aug 2025US$580.1bUS$386.6bUS$13.5b23.9x43x1.5x
Wed, 23 Jul 2025US$555.0bUS$379.3bUS$14.0b23.8x39.7x1.5x
Fri, 20 Jun 2025US$501.9bUS$376.8bUS$13.5b22.7x37.1x1.3x
Sun, 18 May 2025US$486.7bUS$375.5bUS$13.3b22.5x36.6x1.3x
Tue, 15 Apr 2025US$388.6bUS$371.4bUS$13.9b19.3x28x1x
Thu, 13 Mar 2025US$421.1bUS$371.1bUS$14.7b20.5x28.6x1.1x
Sat, 08 Feb 2025US$483.9bUS$370.7bUS$14.6b23.7x33.1x1.3x
Mon, 06 Jan 2025US$466.2bUS$368.1bUS$15.5b25.9x30x1.3x
Wed, 04 Dec 2024US$483.5bUS$369.6bUS$15.5b25.8x31.1x1.3x
Fri, 01 Nov 2024US$449.9bUS$369.9bUS$15.9b22.4x28.4x1.2x
Sun, 29 Sep 2024US$450.2bUS$323.2bUS$15.8b23.6x28.5x1.4x
Tue, 27 Aug 2024US$448.0bUS$324.2bUS$15.9b22.3x28.1x1.4x
Thu, 25 Jul 2024US$446.6bUS$329.2bUS$15.1b22.3x29.7x1.4x
Sat, 22 Jun 2024US$435.1bUS$329.5bUS$15.1b20.8x28.8x1.3x
Mon, 20 May 2024US$433.5bUS$331.4bUS$15.4b21.7x28.1x1.3x
Wed, 17 Apr 2024US$403.7bUS$338.7bUS$15.7b18.9x25.8x1.2x
Fri, 15 Mar 2024US$414.1bUS$341.3bUS$14.9b19x27.8x1.2x
Sun, 11 Feb 2024US$405.6bUS$342.1bUS$15.0b20.3x27.1x1.2x
Tue, 09 Jan 2024US$387.7bUS$352.2bUS$13.7b20.1x28.2x1.1x
Thu, 07 Dec 2023US$372.2bUS$353.4bUS$13.8b16.9x26.9x1.1x
Sat, 04 Nov 2023US$356.7bUS$353.1bUS$13.7b15.9x26x1x
Mon, 02 Oct 2023US$369.9bUS$358.4bUS$14.4b16.6x25.6x1x
Wed, 30 Aug 2023US$388.0bUS$360.3bUS$14.6b16.8x26.6x1.1x
Fri, 28 Jul 2023US$401.4bUS$361.1bUS$14.7b17.4x27.2x1.1x
Sun, 25 Jun 2023US$377.8bUS$362.8bUS$15.1b16.8x25x1x
Tue, 23 May 2023US$361.6bUS$362.4bUS$15.1b15.5x24x1x
Thu, 20 Apr 2023US$353.6bUS$361.3bUS$16.2b16.4x21.9x1x
Sat, 18 Mar 2023US$352.8bUS$359.9bUS$15.9b16.7x22.2x1x
Price to Earnings Ratio

22.2x


Total Market Cap: US$352.8bTotal Earnings: US$15.9bTotal Revenue: US$359.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electronic Equipment and Components Industry Price to Earnings3Y Average 31.5x202420252026
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 46.1x which is higher than its 3-year average PE of 31.5x.
  • The 3-year average PS ratio of 1.3x 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 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-1.50%
Tech0.60%
Electronic Equipment and Components-7.51%
Technology Distributors-2.52%
Electronic Manufacturing Services-5.96%
Electronic Equipment and Instruments-6.81%
Electronic Components-9.28%
Industry PE
  • Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 51.8x.
    • Analysts are expecting annual earnings growth of 22.1%, 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 24% 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
APH AmphenolUS$136.745.5%
+US$8.8b		121.8%PE39.4x
UMAC Unusual MachinesUS$18.5033.4%
+US$187.1m		225.1%PS62.4x
AEVA Aeva TechnologiesUS$16.2016.0%
+US$134.0m		524.3%PS53.8x
SMRT SmartRentUS$1.8822.1%
+US$70.0m		67.9%PS2.4x
FWDI Forward IndustriesUS$5.0916.5%
+US$59.9m		29.8%PS12.1x

Latest News

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CDW
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1Y
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CODA
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Coda Octopus Group
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21.5%
1Y
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UMAC
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1Y
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APH
US$136.74
Amphenol
7D
5.5%
1Y
121.8%
SMRT
US$1.88
SmartRent
7D
22.1%
1Y
67.9%

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OUST
US$22.37
Ouster
7D
3.0%
1Y
185.0%
SANM
US$124.21
Sanmina
7D
-10.0%
1Y
65.8%

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GLW
US$136.22
Corning
7D
-7.7%
1Y
203.3%
TDY
US$655.29
Teledyne Technologies
7D
-4.5%
1Y
34.2%
AEVA
US$16.20
Aeva Technologies
7D
16.0%
1Y
524.3%
FWDI
US$5.09
Forward Industries
7D
16.5%
1Y
29.8%