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U.S. Electronic Equipment and Components Industry Analysis

UpdatedNov 14, 2025
DataAggregated Company Financials
Companies180
  • 7D-3.9%
  • 3M10.2%
  • 1Y38.9%
  • YTD38.5%

Over the last 7 days, the Electronic Equipment and Components industry has dropped 3.9%, driven by a pullback from Amphenol of 3.8%. Over the past 12 months, the industry was up 39%. As for the next few years, earnings are expected to grow by 22% per annum.

Industry Valuation and Performance

Has the U.S. Electronic Equipment and Components Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 16 Nov 2025US$669.8bUS$395.9bUS$16.1b23.9x41.7x1.7x
Tue, 14 Oct 2025US$607.5bUS$388.4bUS$13.7b24.8x44.3x1.6x
Thu, 11 Sep 2025US$599.1bUS$386.6bUS$13.5b23.8x44.4x1.5x
Sat, 09 Aug 2025US$571.8bUS$386.1bUS$13.6b23.8x41.9x1.5x
Mon, 07 Jul 2025US$544.4bUS$377.6bUS$13.6b25.5x40x1.4x
Wed, 04 Jun 2025US$482.9bUS$375.7bUS$13.4b21.7x36.1x1.3x
Fri, 02 May 2025US$426.8bUS$373.9bUS$13.6b20.2x31.3x1.1x
Sun, 30 Mar 2025US$422.9bUS$371.3bUS$13.9b20.5x30.4x1.1x
Tue, 25 Feb 2025US$467.4bUS$370.9bUS$14.8b22.9x31.6x1.3x
Thu, 23 Jan 2025US$493.0bUS$369.6bUS$15.6b26.2x31.7x1.3x
Sat, 21 Dec 2024US$460.3bUS$368.2bUS$15.5b25.7x29.7x1.3x
Mon, 18 Nov 2024US$458.3bUS$369.6bUS$15.8b23.6x28.9x1.2x
Wed, 16 Oct 2024US$454.4bUS$323.1bUS$15.9b23.9x28.6x1.4x
Fri, 13 Sep 2024US$419.6bUS$323.9bUS$15.8b21.7x26.6x1.3x
Sun, 11 Aug 2024US$409.8bUS$324.3bUS$15.6b21x26.3x1.3x
Tue, 09 Jul 2024US$428.0bUS$329.2bUS$15.1b21.6x28.3x1.3x
Thu, 06 Jun 2024US$426.1bUS$331.3bUS$15.3b21.6x27.9x1.3x
Sat, 04 May 2024US$407.6bUS$331.7bUS$15.4b19.6x26.5x1.2x
Mon, 01 Apr 2024US$423.1bUS$338.7bUS$15.7b19.1x27x1.2x
Wed, 28 Feb 2024US$408.9bUS$341.2bUS$14.9b19.9x27.4x1.2x
Fri, 26 Jan 2024US$398.4bUS$350.4bUS$15.2b19.5x26.2x1.1x
Sun, 24 Dec 2023US$406.9bUS$352.2bUS$13.7b21.2x29.6x1.2x
Tue, 21 Nov 2023US$369.4bUS$353.7bUS$13.9b18.1x26.6x1x
Thu, 19 Oct 2023US$356.8bUS$358.4bUS$14.4b17x24.7x1x
Sat, 16 Sep 2023US$372.3bUS$360.4bUS$14.6b15.9x25.5x1x
Mon, 14 Aug 2023US$386.1bUS$359.6bUS$15.0b16.2x25.8x1.1x
Wed, 12 Jul 2023US$401.0bUS$361.6bUS$15.0b17.1x26.7x1.1x
Fri, 09 Jun 2023US$374.2bUS$362.6bUS$15.1b16.7x24.8x1x
Sun, 07 May 2023US$347.1bUS$359.8bUS$15.1b16.6x23x1x
Tue, 04 Apr 2023US$374.1bUS$361.4bUS$16.2b17.2x23.1x1x
Thu, 02 Mar 2023US$368.5bUS$359.3bUS$16.0b17x23.1x1x
Sat, 28 Jan 2023US$374.9bUS$356.4bUS$16.6b16.7x22.6x1.1x
Mon, 26 Dec 2022US$337.2bUS$354.0bUS$16.5b15.4x20.4x1x
Wed, 23 Nov 2022US$359.9bUS$352.9bUS$16.6b16.4x21.7x1x
Price to Earnings Ratio

21.7x


Total Market Cap: US$359.9bTotal Earnings: US$16.6bTotal Revenue: US$352.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electronic Equipment and Components Industry Price to Earnings3Y Average 29.3x202320242025
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 41.7x which is higher than its 3-year average PE of 29.3x.
  • 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 3.9% 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 and as a result, profits have held steady.

Industry Trends

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

US Market-0.39%
Tech-0.34%
Electronic Equipment and Components-3.91%
Technology Distributors-0.52%
Electronic Manufacturing Services-3.66%
Electronic Equipment and Instruments-4.27%
Electronic Components-4.49%
Industry PE
  • Investors are most optimistic about the Electronic Equipment and Instruments industry, which is trading close to its 3-year average PE ratio of 50.7x.
    • Analysts are expecting annual earnings growth of 23.5%, which is higher than its past year's earnings growth of 2.2% per year.
  • Investors are most pessimistic about the Technology Distributors industry, which is trading close to its 3-year average of 15.6x.
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 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
CDW CDWUS$145.081.8%
+US$342.4m		-18.3%PE18x
PLUS ePlusUS$90.226.3%
+US$139.9m		14.8%PE18.3x
TTMI TTM TechnologiesUS$67.991.9%
+US$131.2m		192.2%PE53.3x
RAL RalliantUS$47.461.7%
+US$91.4m		n/aPE22.9x
CTS CTSUS$42.354.0%
+US$47.4m		-20.3%PE20.6x

Latest News

TTMI
US$67.99
TTM Technologies
7D
1.9%
1Y
192.2%
COHR
US$139.33
Coherent
7D
-9.8%
1Y
46.5%
APH
US$133.74
Amphenol
7D
-3.8%
1Y
89.6%
TEL
US$237.33
TE Connectivity
7D
-2.1%
1Y
60.0%
JBL
US$201.87
Jabil
7D
-5.5%
1Y
57.4%
CTS
US$42.35
CTS
7D
4.0%
1Y
-20.3%

CTS: Profit Margin Outlook And Buyback Efforts Will Shape 2025 Performance

Analysts have raised their price target for CTS from $43.00 to $47.00. They cite improved profit margin expectations, even though projected revenue growth is slightly lower and the discount rate is modestly higher.
PLUS
US$90.22
ePlus
7D
6.3%
1Y
14.8%
CDW
US$145.08
CDW
7D
1.8%
1Y
-18.3%

CDW: Profit Margins Will Strengthen as Shift to Services Continues

Analysts have lowered their price target for CDW from $203.40 to $182.00 per share. This change reflects softer near-term revenue outlooks and macroeconomic headwinds, despite expectations for improving profit margins and a shift toward higher margin businesses.
ZBRA
US$240.56
Zebra Technologies
7D
-7.3%
1Y
-37.7%
FN
US$413.32
Fabrinet
7D
-8.0%
1Y
76.0%

After Leaping 29% Fabrinet (NYSE:FN) Shares Are Not Flying Under The Radar

Nov 11
After Leaping 29% Fabrinet (NYSE:FN) Shares Are Not Flying Under The Radar
KE
US$28.34
Kimball Electronics
7D
4.1%
1Y
48.5%
GLW
US$82.06
Corning
7D
-4.0%
1Y
76.5%
RAL
US$47.46
Ralliant
7D
1.7%
1Y
n/a
FLEX
US$59.99
Flex
7D
-4.2%
1Y
61.3%

FLEX: Future Demand for AI and Cloud Will Drive Continued Outperformance

The analyst price target for Flex has been raised from $60 to $75 per share. Analysts cite strong quarterly results, increased estimates, and confidence in higher-margin revenue from power, cloud, and AI-related applications as key reasons for the upward revision.
CNXN
US$58.99
PC Connection
7D
1.6%
1Y
-15.9%
SHMD
US$5.49
SCHMID Group
7D
10.7%
1Y
96.8%