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U.S. Electronic Equipment and Components Industry Analysis

UpdatedDec 05, 2025
DataAggregated Company Financials
Companies183
  • 7D3.0%
  • 3M13.1%
  • 1Y38.2%
  • YTD45.7%

The Electronic Equipment and Components industry is up 3.0% in the last week, with Coherent up 15%. In the same time, Daktronics was down 8.8%. This means that the industry has gained 38% 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
Fri, 05 Dec 2025US$661.0bUS$396.0bUS$16.3b24.9x40.5x1.7x
Sun, 02 Nov 2025US$668.3bUS$393.9bUS$15.3b24.3x43.7x1.7x
Tue, 30 Sep 2025US$622.2bUS$388.8bUS$13.6b23.8x45.6x1.6x
Thu, 28 Aug 2025US$582.2bUS$386.6bUS$13.5b23.6x43.1x1.5x
Sat, 26 Jul 2025US$562.7bUS$382.4bUS$14.7b23.8x38.2x1.5x
Mon, 23 Jun 2025US$501.5bUS$376.8bUS$13.5b23.7x37.1x1.3x
Wed, 21 May 2025US$483.6bUS$375.5bUS$13.3b22.5x36.3x1.3x
Fri, 18 Apr 2025US$388.6bUS$371.4bUS$13.9b19.4x27.9x1x
Sun, 16 Mar 2025US$427.3bUS$371.1bUS$14.7b20.4x29x1.2x
Tue, 11 Feb 2025US$478.0bUS$370.7bUS$14.6b23.8x32.7x1.3x
Thu, 09 Jan 2025US$470.7bUS$368.1bUS$15.5b25.8x30.3x1.3x
Sat, 07 Dec 2024US$483.4bUS$369.6bUS$15.6b26.3x31x1.3x
Mon, 04 Nov 2024US$456.2bUS$369.8bUS$15.9b22.4x28.7x1.2x
Wed, 02 Oct 2024US$450.5bUS$323.1bUS$15.8b23.7x28.5x1.4x
Fri, 30 Aug 2024US$440.7bUS$324.0bUS$15.9b22.7x27.6x1.4x
Sun, 28 Jul 2024US$441.7bUS$328.2bUS$15.1b22.6x29.3x1.3x
Tue, 25 Jun 2024US$438.1bUS$329.5bUS$15.1b20.7x29x1.3x
Thu, 23 May 2024US$437.8bUS$331.2bUS$15.3b21.4x28.7x1.3x
Sat, 20 Apr 2024US$396.7bUS$338.7bUS$15.7b19x25.3x1.2x
Mon, 18 Mar 2024US$405.2bUS$339.9bUS$15.6b18.9x25.9x1.2x
Wed, 14 Feb 2024US$395.1bUS$342.2bUS$15.1b18.9x26.2x1.2x
Fri, 12 Jan 2024US$391.9bUS$350.3bUS$13.7b19.7x28.6x1.1x
Sun, 10 Dec 2023US$378.3bUS$353.4bUS$13.8b18.6x27.5x1.1x
Tue, 07 Nov 2023US$356.8bUS$353.1bUS$13.7b15.8x26x1x
Thu, 05 Oct 2023US$367.7bUS$358.4bUS$14.4b16.1x25.5x1x
Sat, 02 Sep 2023US$391.8bUS$360.3bUS$14.6b16.9x26.8x1.1x
Mon, 31 Jul 2023US$394.4bUS$361.1bUS$14.8b17.3x26.7x1.1x
Wed, 28 Jun 2023US$385.0bUS$361.6bUS$15.1b16.9x25.5x1.1x
Fri, 26 May 2023US$350.9bUS$362.4bUS$15.1b15.4x23.3x1x
Sun, 23 Apr 2023US$351.3bUS$361.4bUS$16.2b16.1x21.7x1x
Tue, 21 Mar 2023US$357.3bUS$359.9bUS$15.9b16.6x22.5x1x
Thu, 16 Feb 2023US$391.8bUS$360.6bUS$15.9b16.2x24.6x1.1x
Sat, 14 Jan 2023US$373.0bUS$354.7bUS$16.6b16.4x22.4x1.1x
Mon, 12 Dec 2022US$354.4bUS$353.0bUS$16.6b16.1x21.3x1x
Price to Earnings Ratio

21.3x


Total Market Cap: US$354.4bTotal Earnings: US$16.6bTotal Revenue: US$353.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electronic Equipment and Components Industry Price to Earnings3Y Average 29.6x202320242025
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 40.5x which is higher than its 3-year average PE of 29.6x.
  • 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 Market0.81%
Tech1.92%
Electronic Equipment and Components3.03%
Electronic Manufacturing Services4.12%
Electronic Equipment and Instruments3.72%
Electronic Components2.45%
Technology Distributors1.07%
Industry PE
  • Investors are most optimistic about the Electronic Components industry which is trading above its 3-year average PE ratio of 43.7x.
    • Analysts are expecting annual earnings growth of 23.8%, which is lower than the prior year's growth of 27.6% per year.
  • Investors are most pessimistic about the Technology Distributors industry, which is trading close to its 3-year average of 15.7x.
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
COHR CoherentUS$177.3515.2%
+US$3.7b		63.2%PE235.7x
KEYS Keysight TechnologiesUS$209.076.6%
+US$2.2b		23.3%PE41.2x
TEL TE ConnectivityUS$233.413.2%
+US$2.1b		53.2%PE37.3x
GLW CorningUS$85.452.2%
+US$1.6b		71.7%PE53.6x
JBL JabilUS$218.725.5%
+US$1.2b		61.1%PE35.6x

Latest News

KEYS
US$209.07
Keysight Technologies
7D
6.6%
1Y
23.3%
COHR
US$177.35
Coherent
7D
15.2%
1Y
63.2%
FLEX
US$61.19
Flex
7D
4.8%
1Y
56.5%

FLEX: Power And Cloud Mix Will Drive Stronger AI Data Center Demand

Flex's analyst price target has been raised by analysts to about $75, a roughly $10 increase. This reflects stronger than expected Q2 results, improved guidance driven by higher margin power, cloud, and AI related revenues, and increased confidence in long term data center and auto demand trends.
JBL
US$218.72
Jabil
7D
5.5%
1Y
61.1%

JBL: AI Cybersecurity And BESS Expansion Will Drive Strong 2025 Upside

Analysts have modestly reduced their price target on Jabil by approximately 1.75 dollars to about 245.63 dollars. This reflects slightly lower profit margin expectations that more than offset improved revenue growth assumptions and a marginally lower discount rate.
DAKT
US$17.45
Daktronics
7D
-8.8%
1Y
-9.2%
APH
US$139.46
Amphenol
7D
0.5%
1Y
87.5%
GAUZ
US$1.85
Gauzy
7D
-22.6%
1Y
-79.3%
TEL
US$233.41
TE Connectivity
7D
3.2%
1Y
53.2%
MIR
US$25.50
Mirion Technologies
7D
-1.4%
1Y
41.4%
NSIT
US$86.00
Insight Enterprises
7D
-0.7%
1Y
-47.1%

NSIT: Shares Will Gain As Solutions Transition Lays Foundation For Rebound

Analysts have lowered their price target for Insight Enterprises from $137.33 to $128.00, citing muted growth expectations and ongoing challenges related to a slower transition to solutions-led offerings as well as macroeconomic caution. Analyst Commentary Analysts have offered a balanced perspective on Insight Enterprises, highlighting both opportunities and challenges as the company navigates a multi-year transformation in its business strategy.
GLW
US$85.45
Corning
7D
2.2%
1Y
71.7%

GLW: Data Center Buildouts And Fiber Demand Will Support Robust Upside Potential

Analysts have raised their price target for Corning from $92.75 to $93.31. They cite continued improvements in revenue growth, profit margin, and robust demand in the Optical and Specialty Materials segments as key drivers for the upward revision.
LHSW
US$0.86
Lianhe Sowell International Group
7D
-43.4%
1Y
n/a
TDY
US$518.00
Teledyne Technologies
7D
4.1%
1Y
8.7%

TDY: Expanding Defense Backlog And Recovering Short-Cycle Businesses Will Drive Earnings Momentum

The analyst consensus price target for Teledyne Technologies was modestly reduced by $0.83 to $620.90, as analysts balanced ongoing growth in legacy and defense businesses with tempered near-term revenue and profit expectations. Analyst Commentary Recent analyst notes reflect a mixed yet constructive outlook for Teledyne Technologies following its latest quarterly results and updated guidance.
LWLG
US$4.21
Lightwave Logic
7D
-2.8%
1Y
60.7%
SNT
US$3.03
Senstar Technologies
7D
-22.1%
1Y
10.6%
REFR
US$1.57
Research Frontiers
7D
-16.9%
1Y
-15.6%