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U.S. Electronic Equipment and Components Industry Analysis

UpdatedMar 23, 2026
DataAggregated Company Financials
Companies182
  • 7D-3.7%
  • 3M6.4%
  • 1Y62.2%
  • YTD5.6%

Over the last 7 days, the Electronic Equipment and Components industry has dropped 3.7%, driven by Amphenol declining 7.4%. Over the past 12 months, the industry was up 62%. Looking forward, 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
Mon, 23 Mar 2026US$699.8bUS$408.4bUS$15.4b28.5x45.4x1.7x
Wed, 18 Feb 2026US$750.1bUS$404.8bUS$15.0b28.1x49.9x1.9x
Fri, 16 Jan 2026US$679.5bUS$395.3bUS$16.0b28x42.4x1.7x
Sun, 14 Dec 2025US$661.8bUS$396.0bUS$16.2b24.8x41x1.7x
Tue, 11 Nov 2025US$660.9bUS$395.9bUS$16.0b25.8x41.2x1.7x
Thu, 09 Oct 2025US$628.8bUS$388.4bUS$13.7b25.5x45.9x1.6x
Sat, 06 Sep 2025US$590.0bUS$386.6bUS$13.5b23.9x43.8x1.5x
Mon, 04 Aug 2025US$561.4bUS$383.9bUS$15.0b22.8x37.4x1.5x
Wed, 02 Jul 2025US$529.8bUS$377.8bUS$13.5b24.4x39.2x1.4x
Fri, 30 May 2025US$482.4bUS$375.7bUS$13.4b21.8x36.1x1.3x
Sun, 27 Apr 2025US$428.3bUS$373.3bUS$13.6b19.6x31.5x1.1x
Tue, 25 Mar 2025US$438.5bUS$371.0bUS$13.9b21.4x31.5x1.2x
Thu, 20 Feb 2025US$477.2bUS$370.8bUS$14.8b23.9x32.2x1.3x
Sat, 18 Jan 2025US$475.2bUS$369.6bUS$15.6b25.9x30.6x1.3x
Mon, 16 Dec 2024US$478.3bUS$369.6bUS$15.6b26.4x30.6x1.3x
Wed, 13 Nov 2024US$487.1bUS$369.8bUS$15.8b24.2x30.7x1.3x
Fri, 11 Oct 2024US$454.1bUS$323.1bUS$15.9b23.7x28.6x1.4x
Sun, 08 Sep 2024US$410.6bUS$323.9bUS$15.8b21.6x26x1.3x
Tue, 06 Aug 2024US$405.6bUS$325.4bUS$14.5b21.3x28x1.2x
Thu, 04 Jul 2024US$429.4bUS$329.2bUS$15.1b21.8x28.4x1.3x
Sat, 01 Jun 2024US$433.0bUS$331.3bUS$15.3b21.5x28.4x1.3x
Mon, 29 Apr 2024US$409.9bUS$338.7bUS$15.9b18.8x25.8x1.2x
Wed, 27 Mar 2024US$416.0bUS$338.7bUS$15.7b18.8x26.6x1.2x
Fri, 23 Feb 2024US$401.1bUS$341.1bUS$14.9b19x26.9x1.2x
Sun, 21 Jan 2024US$390.4bUS$350.3bUS$13.7b19.4x28.5x1.1x
Tue, 19 Dec 2023US$404.4bUS$352.2bUS$13.7b21.1x29.5x1.1x
Thu, 16 Nov 2023US$367.6bUS$353.6bUS$13.9b19x26.5x1x
Sat, 14 Oct 2023US$358.6bUS$358.4bUS$14.4b16.7x24.9x1x
Mon, 11 Sep 2023US$374.6bUS$360.4bUS$14.6b15.6x25.6x1x
Wed, 09 Aug 2023US$390.2bUS$359.5bUS$15.1b17.5x25.8x1.1x
Fri, 07 Jul 2023US$390.0bUS$361.6bUS$15.0b17x25.9x1.1x
Sun, 04 Jun 2023US$370.3bUS$362.6bUS$15.1b16.6x24.5x1x
Tue, 02 May 2023US$348.9bUS$361.3bUS$15.6b15.5x22.4x1x
Thu, 30 Mar 2023US$364.8bUS$359.7bUS$15.9b16.7x22.9x1x
Price to Earnings Ratio

22.9x


Total Market Cap: US$364.8bTotal Earnings: US$15.9bTotal Revenue: US$359.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electronic Equipment and Components Industry Price to Earnings3Y Average 31.8x202420252026
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 45.4x which is higher than its 3-year average PE of 31.8x.
  • 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 4.3% 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-2.61%
Tech-2.41%
Electronic Equipment and Components-3.72%
Technology Distributors-1.01%
Electronic Equipment and Instruments-2.44%
Electronic Manufacturing Services-2.79%
Electronic Components-5.13%
Industry PE
  • Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 52.3x.
    • Analysts are expecting annual earnings growth of 21.7%, which is higher than its past year's earnings growth of 8.0% 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 25% 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
COHR CoherentUS$253.632.5%
+US$1.2b		230.6%PE257.6x
AEIS Advanced Energy IndustriesUS$317.212.9%
+US$336.0m		196.0%PE80.2x
CDW CDWUS$120.271.8%
+US$267.0m		-29.4%PE14.5x
EVLV Evolv Technologies HoldingsUS$5.597.7%
+US$71.7m		77.5%PS6.9x
ARLO Arlo TechnologiesUS$14.353.5%
+US$51.3m		32.0%PE102.7x

Latest News

COHR
US$253.63
Coherent
7D
2.5%
1Y
230.6%
LIDR
US$2.24
AEye
7D
44.5%
1Y
225.5%
TTMI
US$91.54
TTM Technologies
7D
-5.1%
1Y
290.9%
TDY
US$616.18
Teledyne Technologies
7D
-4.6%
1Y
21.4%
EVLV
US$5.59
Evolv Technologies Holdings
7D
7.7%
1Y
77.5%

EVLV: Expanded Stadium And Hospital Contracts Will Support Multi Year Upside

Analysts have nudged their price target for Evolv Technologies Holdings up from $10.00 to $10.50. They point to updated assumptions around slightly higher revenue growth, a marginally lower discount rate, and a modestly lower future P/E as key drivers of the change.
JBL
US$253.63
Jabil
7D
-1.7%
1Y
69.1%
TEL
US$195.84
TE Connectivity
7D
-3.7%
1Y
31.5%

TEL: Higher Dividend And Buybacks Will Support Future Shareholder Upside

Analysts now set a price target of $339.56 for TE Connectivity, compared with the prior $316.00, citing updated assumptions for the discount rate, revenue growth, profit margin and future P/E levels. What's in the News Board declares a regular quarterly cash dividend of $0.78 per ordinary share, payable on June 12, 2026, to shareholders of record on May 22, 2026.
KEYS
US$277.53
Keysight Technologies
7D
-2.9%
1Y
74.9%
IPGP
US$115.36
IPG Photonics
7D
0.6%
1Y
70.6%

IPGP: Elevated P E Assumptions Will Pressure Returns If Margins Disappoint

The analyst fair value estimate for IPG Photonics has shifted from $65.00 to $92.50, with analysts pointing to updated assumptions around revenue growth, profitability, and future P/E multiples in light of recent price target changes from firms covering the stock. Analyst Commentary Recent Street research around IPG Photonics shows a mix of updated price targets and rating changes that point to a more cautious tone from some bearish analysts, even as others review their assumptions.
GLW
US$124.58
Corning
7D
-5.7%
1Y
149.7%

GLW: AI Data Center Fiber Deals Will Drive Long Term Scale Out

Corning's analyst fair value estimate has been revised to $171 from $84, as analysts factor in higher projected revenue growth, stronger profit margins, and a richer future P/E, supported by Street research highlighting expanding optical and AI data center opportunities and larger long term scale out revenue estimates. Analyst Commentary Recent Street research around Corning is skewed toward upbeat revisions, with a wave of higher price targets and constructive commentary on long term growth drivers in optical and AI data center markets.
APH
US$126.74
Amphenol
7D
-7.4%
1Y
82.9%

APH: AI Data Center Content And CCS Acquisition Will Support Future Margins

Analysts now set a slightly adjusted price target for Amphenol, with modest tweaks to the discount rate and long-term P/E assumptions, at around $165. This target is supported by recent research citing AI data center content, the CommScope Connectivity and Cable Solutions acquisition, and clearer visibility on the copper versus optics roadmap as key drivers in their updated views.
AEIS
US$317.21
Advanced Energy Industries
7D
2.9%
1Y
196.0%
FLEX
US$61.64
Flex
7D
-4.4%
1Y
64.7%

FLEX: AI Power Segment Execution Will Support Higher Future Margins

Analysts have nudged the fair value estimate for Flex up by $2 to $80, highlighting firm views on the company's margin potential and the appeal of its power business as an AI enabler, along with recent price target support from new and updated coverage on the stock. Analyst Commentary Bullish analysts have recently highlighted Flex's potential for stronger margins and reinforced their confidence with fresh coverage and updated targets.
ARLO
US$14.35
Arlo Technologies
7D
3.5%
1Y
32.0%
CDW
US$120.27
CDW
7D
1.8%
1Y
-29.4%
MVIS
US$0.67
MicroVision
7D
14.0%
1Y
-58.7%