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U.S. Electronic Equipment and Components Industry Analysis

UpdatedFeb 09, 2026
DataAggregated Company Financials
Companies182
  • 7D3.8%
  • 3M8.9%
  • 1Y56.2%
  • YTD9.0%

Over the last 7 days, the Electronic Equipment and Components industry has risen 3.8%, driven by gains from Corning of 11%. During this same period, the Amphenol underperformed, falling 6.0%. This means that the industry has gained 56% over the past year. Looking forward, earnings are forecast to grow by 23% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 10 Feb 2026US$720.0bUS$404.3bUS$15.6b27.4x46x1.8x
Thu, 08 Jan 2026US$663.8bUS$393.7bUS$16.0b25.7x41.6x1.7x
Sat, 06 Dec 2025US$669.7bUS$396.0bUS$16.3b24.6x41x1.7x
Mon, 03 Nov 2025US$667.9bUS$394.0bUS$15.3b24.3x43.7x1.7x
Wed, 01 Oct 2025US$620.9bUS$388.8bUS$13.6b24.4x45.6x1.6x
Fri, 29 Aug 2025US$583.8bUS$386.6bUS$13.5b23.3x43.3x1.5x
Sun, 27 Jul 2025US$566.7bUS$382.4bUS$14.7b23.8x38.5x1.5x
Tue, 24 Jun 2025US$507.7bUS$376.8bUS$13.5b25x37.5x1.3x
Thu, 22 May 2025US$483.4bUS$375.5bUS$13.4b22.2x36x1.3x
Sat, 19 Apr 2025US$391.9bUS$371.4bUS$13.9b19.4x28.2x1.1x
Mon, 17 Mar 2025US$427.3bUS$371.1bUS$14.7b20.4x29x1.2x
Wed, 12 Feb 2025US$482.0bUS$370.6bUS$14.6b23.9x33x1.3x
Fri, 10 Jan 2025US$469.1bUS$368.1bUS$15.6b25.8x30.2x1.3x
Sun, 08 Dec 2024US$484.7bUS$369.6bUS$15.6b26.3x31.1x1.3x
Tue, 05 Nov 2024US$455.9bUS$369.7bUS$15.9b22.4x28.7x1.2x
Thu, 03 Oct 2024US$450.5bUS$323.1bUS$15.8b23.7x28.5x1.4x
Sat, 31 Aug 2024US$441.4bUS$324.0bUS$15.9b22.7x27.7x1.4x
Mon, 29 Jul 2024US$441.7bUS$328.2bUS$15.1b22.6x29.3x1.3x
Wed, 26 Jun 2024US$434.6bUS$329.5bUS$15.1b20.9x28.8x1.3x
Fri, 24 May 2024US$439.9bUS$331.3bUS$15.3b21.2x28.8x1.3x
Sun, 21 Apr 2024US$394.1bUS$338.7bUS$15.7b19.2x25.1x1.2x
Tue, 19 Mar 2024US$405.9bUS$339.9bUS$15.6b18.7x26x1.2x
Thu, 15 Feb 2024US$395.1bUS$342.2bUS$15.2b19.5x26x1.2x
Sat, 13 Jan 2024US$390.2bUS$350.3bUS$13.7b19.4x28.5x1.1x
Mon, 11 Dec 2023US$378.3bUS$353.4bUS$13.8b18.6x27.5x1.1x
Wed, 08 Nov 2023US$354.9bUS$352.9bUS$13.7b15.6x25.9x1x
Fri, 06 Oct 2023US$363.5bUS$358.4bUS$14.4b16.3x25.2x1x
Sun, 03 Sep 2023US$391.8bUS$360.3bUS$14.6b16.9x26.8x1.1x
Tue, 01 Aug 2023US$398.2bUS$361.1bUS$14.8b17.2x27x1.1x
Thu, 29 Jun 2023US$385.8bUS$361.6bUS$15.1b16.9x25.6x1.1x
Sat, 27 May 2023US$365.1bUS$362.5bUS$15.1b16.8x24.2x1x
Mon, 24 Apr 2023US$351.3bUS$361.4bUS$16.2b16.1x21.7x1x
Wed, 22 Mar 2023US$361.5bUS$360.2bUS$15.9b16.7x22.7x1x
Fri, 17 Feb 2023US$390.3bUS$360.6bUS$15.9b16.4x24.5x1.1x
Price to Earnings Ratio

24.5x


Total Market Cap: US$390.3bTotal Earnings: US$15.9bTotal Revenue: US$360.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electronic Equipment and Components Industry Price to Earnings3Y Average 30.8x202420252026
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 46.0x which is higher than its 3-year average PE of 30.8x.
  • The 3-year average PS ratio of 1.3x is lower than the industry's current PS ratio of 1.8x.
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-0.071%
Tech-1.49%
Electronic Equipment and Components3.79%
Technology Distributors9.82%
Electronic Equipment and Instruments4.40%
Electronic Components3.53%
Electronic Manufacturing Services1.73%
Industry PE
  • Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 50.5x.
    • Analysts are expecting annual earnings growth of 24.9%, which is higher than its past year's earnings growth of 13.6% per year.
  • Investors are most pessimistic about the Technology Distributors industry, which is trading close to its 3-year average of 16.0x.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Equipment and Instruments industry, expecting annual earnings growth of 25% over the next 5 years.
  • This is better than its past earnings growth rate of 14% per year.
  • In contrast, the Technology Distributors industry is expected to see its earnings grow by 15% 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$122.1610.7%
+US$10.0b		130.3%PE65x
COHR CoherentUS$227.682.4%
+US$4.7b		143.1%PE222.1x
CDW CDWUS$142.6212.4%
+US$2.1b		-25.6%PE17.4x
TDY Teledyne TechnologiesUS$647.565.6%
+US$1.6b		26.7%PE34x
JBL JabilUS$258.256.2%
+US$1.6b		55.1%PE38.8x

Latest News

ARW
US$158.60
Arrow Electronics
7D
18.7%
1Y
47.1%

Arrow Electronics, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Feb 08
Arrow Electronics, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
SCSC
US$38.39
ScanSource
7D
-13.1%
1Y
-1.0%

ScanSource, Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Feb 08
ScanSource, Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
GLW
US$122.16
Corning
7D
10.7%
1Y
130.3%
APH
US$136.23
Amphenol
7D
-6.0%
1Y
89.7%
CDW
US$142.62
CDW
7D
12.4%
1Y
-25.6%

CDW: Cloud Services Expansion Will Support Earnings Power After Recent Reset

Analysts trimmed their price targets on CDW by a few dollars to around US$218. This reflects slightly softer assumptions for revenue growth and profit margins, partly offset by a higher expected future P/E multiple.
RAL
US$39.52
Ralliant
7D
-26.1%
1Y
n/a

Grid Modernization And Defense Spending Will Support This Undervalued Supplier’s Long-Term Potential

Catalysts About Ralliant Ralliant provides test, measurement, sensor and safety systems used across defense, utilities, industrial manufacturing, electronics and semiconductor applications. What are the underlying business or industry changes driving this perspective?
MIR
US$24.07
Mirion Technologies
7D
-3.1%
1Y
45.7%

MIR: Modest Assumption Tweaks Will Support Constructive Long Term Upside Potential

Analysts have nudged their price target for Mirion Technologies slightly lower to about US$30.33 from US$30.50, reflecting modest updates to fair value estimates, discount rate assumptions, revenue growth expectations, profit margin forecasts, and future P/E inputs. Valuation Changes Fair value estimate was trimmed slightly from US$30.50 to about US$30.33 per share.
KE
US$26.29
Kimball Electronics
7D
-15.7%
1Y
58.9%
COHR
US$227.68
Coherent
7D
2.4%
1Y
143.1%
TTMI
US$98.58
TTM Technologies
7D
-4.1%
1Y
286.6%

TTMI: Data Center Capacity And Radar Contracts Will Support Margins Into 2026

Analysts have lifted their price targets on TTM Technologies, supporting an increase in our fair value estimate from $92.75 to $103.25. They cite stronger expectations for revenue growth, higher profit margins, and a lower future P/E assumption.
TEL
US$215.91
TE Connectivity
7D
-4.9%
1Y
44.2%

TEL: Share Repurchases And 2026 Sales Outlook Will Drive Future Upside

Analysts have trimmed their price target for TE Connectivity slightly to US$272.00 from about US$274.06, reflecting updated assumptions for revenue growth, profit margins and future P/E multiples. What's in the News Issued earnings guidance for the second quarter of fiscal 2026, with expected sales of approximately US$4.7b, described as 13% higher on a reported basis and 6% higher organically year over year (corporate guidance).
FLEX
US$63.98
Flex
7D
-1.1%
1Y
48.7%
TDY
US$647.56
Teledyne Technologies
7D
5.6%
1Y
26.7%
SNX
US$171.38
TD SYNNEX
7D
6.6%
1Y
19.6%

SNX: Future Returns Will Be Driven By Hyve And Higher Value Mix

Analysts have nudged their average price target for TD SYNNEX slightly higher to about US$180, reflecting a mix of upward revisions toward US$193 and more cautious cuts into the low US$160s as they weigh expected billings growth, exposure to higher value segments, and recent performance in PCs, software, and Hyve. Analyst Commentary Recent research on TD SYNNEX points to a split view, with some firms focusing on potential growth drivers in higher value offerings and Hyve, while others emphasize risks tied to hardware budgets and component pricing.
KEYS
US$230.95
Keysight Technologies
7D
3.4%
1Y
30.3%
JBL
US$258.25
Jabil
7D
6.2%
1Y
55.1%