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U.S. Electronic Equipment and Components Industry Analysis

UpdatedSep 15, 2025
DataAggregated Company Financials
Companies180
  • 7D3.1%
  • 3M21.7%
  • 1Y41.5%
  • YTD32.7%

The Electronic Equipment and Components industry is up 3.1% in the last week, with Amphenol up 7.4%. This means that the industry has gained 41% over the past year. Earnings are forecast to grow by 21% 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, 15 Sep 2025US$611.8bUS$386.6bUS$13.5b24.1x45.3x1.6x
Wed, 13 Aug 2025US$575.5bUS$386.2bUS$13.7b24x42.1x1.5x
Fri, 11 Jul 2025US$540.9bUS$377.6bUS$13.6b24.6x39.7x1.4x
Sun, 08 Jun 2025US$497.3bUS$375.7bUS$13.4b22x37.2x1.3x
Tue, 06 May 2025US$445.8bUS$373.7bUS$13.5b20.2x33x1.2x
Thu, 03 Apr 2025US$420.8bUS$371.3bUS$13.9b21x30.2x1.1x
Sat, 01 Mar 2025US$450.1bUS$370.8bUS$14.8b22.3x30.4x1.2x
Mon, 27 Jan 2025US$505.5bUS$370.7bUS$14.4b26.4x35.1x1.4x
Wed, 25 Dec 2024US$470.0bUS$368.2bUS$15.5b25.8x30.3x1.3x
Fri, 22 Nov 2024US$464.1bUS$369.5bUS$15.5b24x29.9x1.3x
Sun, 20 Oct 2024US$459.2bUS$323.1bUS$15.9b23.9x28.9x1.4x
Tue, 17 Sep 2024US$428.5bUS$323.9bUS$15.8b22.6x27.2x1.3x
Thu, 15 Aug 2024US$419.9bUS$324.2bUS$15.7b21.8x26.7x1.3x
Sat, 13 Jul 2024US$446.5bUS$329.1bUS$15.0b22.1x29.7x1.4x
Mon, 10 Jun 2024US$426.8bUS$331.3bUS$15.2b21.1x28.1x1.3x
Wed, 08 May 2024US$419.7bUS$331.6bUS$15.4b20.1x27.3x1.3x
Fri, 05 Apr 2024US$420.1bUS$338.6bUS$15.7b18.7x26.8x1.2x
Sun, 03 Mar 2024US$418.0bUS$341.3bUS$15.0b19.2x27.9x1.2x
Tue, 30 Jan 2024US$398.9bUS$350.4bUS$15.2b19.2x26.2x1.1x
Thu, 28 Dec 2023US$410.1bUS$352.2bUS$13.7b21.1x30x1.2x
Sat, 25 Nov 2023US$370.5bUS$353.4bUS$13.8b18x26.8x1x
Mon, 23 Oct 2023US$346.1bUS$358.4bUS$14.4b16.8x24x1x
Wed, 20 Sep 2023US$374.2bUS$360.4bUS$14.6b15.8x25.6x1x
Fri, 18 Aug 2023US$378.0bUS$360.3bUS$14.6b15.9x25.8x1x
Sun, 16 Jul 2023US$399.2bUS$361.6bUS$15.1b16.3x26.5x1.1x
Tue, 13 Jun 2023US$379.0bUS$362.6bUS$15.1b17.3x25.1x1x
Thu, 11 May 2023US$347.2bUS$360.4bUS$15.0b16.2x23.1x1x
Sat, 08 Apr 2023US$357.5bUS$361.4bUS$16.1b16.5x22.2x1x
Mon, 06 Mar 2023US$375.6bUS$359.3bUS$16.0b16.9x23.5x1x
Wed, 01 Feb 2023US$376.5bUS$357.0bUS$16.6b16.7x22.7x1.1x
Fri, 30 Dec 2022US$341.7bUS$354.0bUS$16.5b15.4x20.7x1x
Sun, 27 Nov 2022US$363.5bUS$353.0bUS$16.6b16.5x22x1x
Tue, 25 Oct 2022US$337.6bUS$346.3bUS$16.9b14.8x20x1x
Thu, 22 Sep 2022US$339.8bUS$334.5bUS$16.7b14.9x20.4x1x
Price to Earnings Ratio

20.4x


Total Market Cap: US$339.8bTotal Earnings: US$16.7bTotal Revenue: US$334.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electronic Equipment and Components Industry Price to Earnings3Y Average 27.9x202320242025
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 45.3x which is higher than its 3-year average PE of 27.9x.
  • The 3-year average PS ratio of 1.2x is lower than the industry's current PS ratio of 1.6x.
Past Earnings Growth
  • The earnings for companies in the Electronic industry have declined 6.8% per year over the last three years.
  • Meanwhile revenues for these companies have grown 4.9% 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, which has decreased profits.

Industry Trends

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

US Market1.57%
Tech3.18%
Electronic Equipment and Components3.10%
Electronic Components6.49%
Electronic Manufacturing Services1.81%
Electronic Equipment and Instruments0.62%
Technology Distributors-0.27%
Industry PE
  • Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 50.3x.
    • Analysts are expecting annual earnings growth of 24.5%, which is higher than its past year's earnings growth of 4.2% 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 15.3x.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Equipment and Instruments industry, expecting annual earnings growth of 24% over the next 5 years.
  • This is better than its past earnings growth rate of 4.2% 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$118.687.4%
+US$9.9b		87.6%PE45.6x
GLW CorningUS$77.046.8%
+US$4.2b		79.5%PE80.6x
FORD Forward IndustriesUS$36.1039.1%
+US$3.0b		900.0%PS121.1x
COHR CoherentUS$102.994.4%
+US$673.1m		36.9%PS2.8x
TEL TE ConnectivityUS$209.820.9%
+US$576.2m		43.8%PE42.6x

Latest News

TDY
US$556.29
Teledyne Technologies
7D
1.8%
1Y
29.6%
TEL
US$209.82
TE Connectivity
7D
0.9%
1Y
43.8%
JBL
US$214.06
Jabil
7D
2.3%
1Y
102.5%

At US$214, Is It Time To Put Jabil Inc. (NYSE:JBL) On Your Watch List?

Sep 13
At US$214, Is It Time To Put Jabil Inc. (NYSE:JBL) On Your Watch List?
FN
US$358.00
Fabrinet
7D
-3.4%
1Y
59.7%

Is Fabrinet (NYSE:FN) Potentially Undervalued?

Sep 13
Is Fabrinet (NYSE:FN) Potentially Undervalued?
COHR
US$102.99
Coherent
7D
4.4%
1Y
36.9%
FORD
US$36.10
Forward Industries
7D
39.1%
1Y
900.0%
PAR
US$44.02
PAR Technology
7D
-8.3%
1Y
-21.4%
BMI
US$177.80
Badger Meter
7D
-2.7%
1Y
-16.0%
APH
US$118.68
Amphenol
7D
7.4%
1Y
87.6%
GLW
US$77.04
Corning
7D
6.8%
1Y
79.5%

Corning (NYSE:GLW) Seems To Use Debt Quite Sensibly

Sep 06
Corning (NYSE:GLW) Seems To Use Debt Quite Sensibly
SANM
US$117.03
Sanmina
7D
-1.6%
1Y
73.2%

Acquisition Of ZT Systems Will Fuel Enduring Electronics Momentum

Analysts view Sanmina’s acquisition of ZT Systems’ data center business and an improving revenue mix in cloud and AI as strategic positives balanced by macroeconomic headwinds and execution risks, resulting in no change to the consensus analyst price target, which remains at $119.50. Analyst Commentary Acquisition of ZT Systems’ data center infrastructure manufacturing business is seen as strategic, expected to grow Sanmina’s scale and increase revenue from cloud and AI segments.
CDW
US$164.29
CDW
7D
-2.1%
1Y
-25.8%

AI, Cloud And Cybersecurity Will Expand IT Horizons

Analysts maintained a cautious outlook on CDW due to ongoing weakness in the Education segment and unclear demand recovery timelines—despite strengths in Healthcare and Commercial divisions—resulting in an unchanged consensus price target of $206.80. Analyst Commentary Mixed performance across business segments, with Healthcare and Commercial divisions showing strength while Education faces ongoing weakness.
IPGP
US$79.94
IPG Photonics
7D
-3.5%
1Y
16.2%

IPG Photonics: Time To Laser Focus On Margins

Aug 31
NSIT
US$124.07
Insight Enterprises
7D
-3.1%
1Y
-41.5%

Insight Enterprises: Neutral On Hardware Rebound, Partner Program Headwinds

Aug 28
FLEX
US$57.29
Flex
7D
2.6%
1Y
91.7%
RAL
US$41.32
Ralliant
7D
-2.4%
1Y
n/a