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U.S. Electronic Equipment and Components Industry Analysis

UpdatedApr 13, 2025
DataAggregated Company Financials
Companies183
  • 7D6.5%
  • 3M-15.5%
  • 1Y-4.2%
  • YTD-15.0%

In the last week, the Electronic Equipment and Components industry is up 6.5%, with Amphenol up 11%. In contrast, the industry has lost 4.2% in the last 12 months. Looking forward, earnings are forecast to grow by 18% 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, 14 Apr 2025US$388.7bUS$371.4bUS$13.9b19.2x28x1x
Wed, 12 Mar 2025US$422.6bUS$371.1bUS$14.7b20.4x28.7x1.1x
Fri, 07 Feb 2025US$483.1bUS$370.7bUS$14.6b24.2x33x1.3x
Sun, 05 Jan 2025US$466.2bUS$368.1bUS$15.5b25.9x30x1.3x
Tue, 03 Dec 2024US$478.8bUS$369.6bUS$15.5b25.8x30.8x1.3x
Thu, 31 Oct 2024US$466.7bUS$372.3bUS$16.2b23.3x28.9x1.3x
Sat, 28 Sep 2024US$451.6bUS$323.2bUS$15.8b23.6x28.6x1.4x
Mon, 26 Aug 2024US$447.9bUS$324.2bUS$15.9b22.4x28.1x1.4x
Wed, 24 Jul 2024US$446.7bUS$329.2bUS$15.1b22.2x29.7x1.4x
Fri, 21 Jun 2024US$440.8bUS$331.2bUS$15.2b20.6x29x1.3x
Sun, 19 May 2024US$434.0bUS$331.4bUS$15.4b21.7x28.1x1.3x
Tue, 16 Apr 2024US$407.3bUS$338.7bUS$15.7b19x26x1.2x
Thu, 14 Mar 2024US$415.6bUS$341.3bUS$14.9b19.1x27.9x1.2x
Sat, 10 Feb 2024US$405.6bUS$342.1bUS$14.7b20.6x27.6x1.2x
Mon, 08 Jan 2024US$387.7bUS$352.2bUS$13.7b20x28.2x1.1x
Wed, 06 Dec 2023US$374.2bUS$353.4bUS$13.8b16.9x27x1.1x
Fri, 03 Nov 2023US$343.3bUS$353.1bUS$13.7b16.1x25x1x
Sun, 01 Oct 2023US$369.9bUS$358.4bUS$14.4b16.3x25.6x1x
Tue, 29 Aug 2023US$378.5bUS$360.3bUS$14.6b16.7x25.9x1.1x
Thu, 27 Jul 2023US$401.4bUS$361.1bUS$14.8b16.9x27.2x1.1x
Sat, 24 Jun 2023US$377.9bUS$362.8bUS$15.1b17.3x25x1x
Mon, 22 May 2023US$358.6bUS$362.4bUS$15.1b15.4x23.8x1x
Wed, 19 Apr 2023US$361.9bUS$361.3bUS$16.2b16.7x22.4x1x
Fri, 17 Mar 2023US$358.0bUS$359.3bUS$15.9b16.8x22.5x1x
Sun, 12 Feb 2023US$380.7bUS$360.6bUS$16.1b17x23.6x1.1x
Tue, 10 Jan 2023US$358.2bUS$354.1bUS$16.5b16.4x21.7x1x
Thu, 08 Dec 2022US$353.0bUS$353.0bUS$16.6b16x21.3x1x
Sat, 05 Nov 2022US$356.9bUS$352.7bUS$16.6b15.3x21.4x1x
Mon, 03 Oct 2022US$319.8bUS$346.2bUS$16.9b14.1x19x0.9x
Wed, 31 Aug 2022US$359.8bUS$334.4bUS$16.7b16x21.5x1.1x
Fri, 29 Jul 2022US$359.9bUS$326.7bUS$16.7b16.2x21.5x1.1x
Sun, 26 Jun 2022US$340.3bUS$317.1bUS$15.7b17.6x21.6x1.1x
Tue, 24 May 2022US$354.5bUS$316.2bUS$15.7b16.4x22.5x1.1x
Thu, 21 Apr 2022US$358.2bUS$287.0bUS$13.9b16.5x25.7x1.2x
Price to Earnings Ratio

25.7x


Total Market Cap: US$358.2bTotal Earnings: US$13.9bTotal Revenue: US$287.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electronic Equipment and Components Industry Price to Earnings3Y Average 25.7x202320242025
Current Industry PE
  • Investors are relatively neutral on the American Electronic industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 25.7x.
  • The industry is trading close to its 3-year average PS ratio of 1.1x.
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 9.0% 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 Market5.42%
Tech9.36%
Electronic Equipment and Components6.47%
Electronic Components8.43%
Electronic Manufacturing Services7.72%
Electronic Equipment and Instruments4.61%
Technology Distributors3.64%
Industry PE
  • Investors are most optimistic about the Electronic Components industry which is trading above its 3-year average PE ratio of 36.6x.
    • Analysts are expecting annual earnings growth of 22.8%, which is higher than its past year's earnings decline of 25.9% per year.
  • Investors are most pessimistic about the Technology Distributors industry, which is trading close to its 3-year average of 14.6x.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Components industry, expecting annual earnings growth of 23% over the next 5 years.
  • This is better than its past earnings decline of 26% per year.
  • In contrast, the Electronic Equipment and Instruments industry is expected to see its earnings grow by 12% 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$65.4010.7%
+US$7.6b
15.4%PE32.7x
GLW CorningUS$41.265.6%
+US$1.9b
31.0%PE69.9x
TEL TE ConnectivityUS$127.954.9%
+US$1.8b
-10.5%PE19.9x
JBL JabilUS$131.9412.9%
+US$1.4b
-1.6%PE29.3x
TDY Teledyne TechnologiesUS$464.806.5%
+US$1.3b
16.6%PE26.6x
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1Y

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VSH

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INGM

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1Y

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7D

5.6%

1Y

31.0%

APH

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Amphenol

7D

10.7%

1Y

15.4%

COHR

US$55.20

Coherent

7D

9.1%

1Y

3.0%

TROO

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-17.6%

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-53.5%

SHMD

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7D

-12.3%

1Y

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