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U.S. Electronic Equipment and Components Industry Analysis

UpdatedJul 11, 2025
DataAggregated Company Financials
Companies180
  • 7D-0.1%
  • 3M39.5%
  • 1Y21.4%
  • YTD18.1%

The Electronic Equipment and Components industry has stayed flat over the last week. The past year has been better, since the industry has gained 21% in that time. Earnings are forecast to grow by 19% 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, 12 Jul 2025US$540.9bUS$377.6bUS$13.6b24.6x39.7x1.4x
Mon, 09 Jun 2025US$497.3bUS$375.7bUS$13.4b22x37.2x1.3x
Wed, 07 May 2025US$443.8bUS$373.8bUS$13.5b20x32.9x1.2x
Fri, 04 Apr 2025US$429.2bUS$371.4bUS$13.9b19.2x30.8x1.2x
Sun, 02 Mar 2025US$455.9bUS$370.8bUS$14.8b22.3x30.8x1.2x
Tue, 28 Jan 2025US$505.3bUS$370.7bUS$14.4b25.5x35.1x1.4x
Thu, 26 Dec 2024US$470.0bUS$368.2bUS$15.5b25.8x30.3x1.3x
Sat, 23 Nov 2024US$473.3bUS$369.5bUS$15.5b24.5x30.5x1.3x
Mon, 21 Oct 2024US$459.2bUS$323.1bUS$15.9b23.9x28.9x1.4x
Wed, 18 Sep 2024US$429.4bUS$323.9bUS$15.8b22.7x27.2x1.3x
Fri, 16 Aug 2024US$418.6bUS$324.2bUS$15.7b21.8x26.7x1.3x
Sun, 14 Jul 2024US$450.9bUS$329.1bUS$15.0b22.2x30x1.4x
Tue, 11 Jun 2024US$430.4bUS$331.2bUS$15.2b21.1x28.3x1.3x
Thu, 09 May 2024US$419.7bUS$331.3bUS$15.3b20.4x27.5x1.3x
Sat, 06 Apr 2024US$416.8bUS$338.6bUS$15.7b18.6x26.5x1.2x
Mon, 04 Mar 2024US$418.0bUS$341.3bUS$15.0b19.2x27.9x1.2x
Wed, 31 Jan 2024US$402.5bUS$349.9bUS$15.2b19.5x26.5x1.2x
Fri, 29 Dec 2023US$410.0bUS$352.2bUS$13.7b21.1x30x1.2x
Sun, 26 Nov 2023US$370.5bUS$353.4bUS$13.8b18x26.8x1x
Tue, 24 Oct 2023US$342.9bUS$358.4bUS$14.4b16.7x23.8x1x
Thu, 21 Sep 2023US$370.6bUS$360.4bUS$14.6b16.1x25.4x1x
Sat, 19 Aug 2023US$376.3bUS$360.3bUS$14.6b16.6x25.8x1x
Mon, 17 Jul 2023US$397.8bUS$361.5bUS$15.1b16.3x26.4x1.1x
Wed, 14 Jun 2023US$382.9bUS$362.6bUS$15.1b15.6x25.4x1.1x
Fri, 12 May 2023US$346.1bUS$361.1bUS$15.0b16.3x23.1x1x
Sun, 09 Apr 2023US$357.5bUS$361.4bUS$16.1b16.5x22.2x1x
Tue, 07 Mar 2023US$374.2bUS$359.3bUS$16.0b17x23.4x1x
Thu, 02 Feb 2023US$383.3bUS$356.8bUS$16.1b17x23.8x1.1x
Sat, 31 Dec 2022US$341.7bUS$354.0bUS$16.5b15.4x20.7x1x
Mon, 28 Nov 2022US$363.3bUS$353.0bUS$16.6b16.5x21.9x1x
Wed, 26 Oct 2022US$346.1bUS$346.3bUS$16.9b15.3x20.5x1x
Fri, 23 Sep 2022US$332.2bUS$334.5bUS$16.7b14.4x19.9x1x
Sun, 21 Aug 2022US$383.6bUS$334.3bUS$16.8b16.6x22.9x1.1x
Tue, 19 Jul 2022US$337.9bUS$326.6bUS$15.8b17.3x21.4x1x
Price to Earnings Ratio

21.4x


Total Market Cap: US$337.9bTotal Earnings: US$15.8bTotal Revenue: US$326.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electronic Equipment and Components Industry Price to Earnings3Y Average 26.7x202320242025
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 39.7x which is higher than its 3-year average PE of 26.7x.
  • The 3-year average PS ratio of 1.2x is lower than the industry's current PS ratio of 1.4x.
Past Earnings Growth
  • The earnings for companies in the Electronic industry have declined 4.8% per year over the last three years.
  • Meanwhile revenues for these companies have grown 5.0% 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 Market-0.11%
Tech0.11%
Electronic Equipment and Components-0.14%
Electronic Equipment and Instruments1.02%
Electronic Manufacturing Services-0.45%
Technology Distributors-0.47%
Electronic Components-0.74%
Industry PE
  • Investors are most optimistic about the Electronic Components industry which is trading above its 3-year average PE ratio of 39.0x.
    • Analysts are expecting annual earnings growth of 25.3%, which is higher than its past year's earnings decline of 34.4% 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 15.0x.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Components industry, expecting annual earnings growth of 25% over the next 5 years.
  • This is better than its past earnings decline of 34% per year.
  • In contrast, the Electronic Equipment and Instruments industry is expected to see its earnings grow by 13% 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
TEL TE ConnectivityUS$177.111.6%
+US$836.3m		13.7%PE37.8x
TDY Teledyne TechnologiesUS$530.732.5%
+US$598.4m		34.7%PE30x
COHR CoherentUS$93.302.6%
+US$373.1m		19.0%PS2.6x
CGNX CognexUS$34.345.6%
+US$305.5m		-32.6%PE49x
TRMB TrimbleUS$79.991.4%
+US$266.0m		39.5%PE12.6x

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-1.8%
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US$163.69
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7D
-2.0%
1Y
15.2%
RAL
US$47.40
Ralliant
7D
4.9%
1Y
n/a
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US$177.11
TE Connectivity
7D
1.6%
1Y
13.7%
OSIS
US$212.75
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7D
-8.5%
1Y
48.4%

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CDW
US$177.38
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7D
-2.6%
1Y
-22.4%

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ZBRA
US$327.14
Zebra Technologies
7D
1.1%
1Y
0.6%
AEVA
US$26.10
Aeva Technologies
7D
-20.6%
1Y
761.4%
APH
US$98.76
Amphenol
7D
-0.7%
1Y
41.4%
INGM
US$20.82
Ingram Micro Holding
7D
-4.7%
1Y
n/a
COHR
US$93.30
Coherent
7D
2.6%
1Y
19.0%
TDY
US$530.73
Teledyne Technologies
7D
2.5%
1Y
34.7%