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U.S. Electronic Equipment and Components Industry Analysis

UpdatedFeb 18, 2026
DataAggregated Company Financials
Companies183
  • 7D1.2%
  • 3M21.9%
  • 1Y61.3%
  • YTD13.2%

The Electronic Equipment and Components industry is up 1.2% in the last week, with Amphenol up 3.1%. Meanwhile, CDW actually underperformed within the industry, shrinking 12% in the last week. This means that the industry has gained 61% over the past year. Looking forward, earnings are forecast to grow by 22% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 18 Feb 2026US$750.1bUS$404.8bUS$15.0b28.1x49.9x1.9x
Fri, 16 Jan 2026US$679.5bUS$395.3bUS$16.0b28x42.4x1.7x
Sun, 14 Dec 2025US$661.8bUS$396.0bUS$16.2b24.8x41x1.7x
Tue, 11 Nov 2025US$660.9bUS$395.9bUS$16.0b25.8x41.2x1.7x
Thu, 09 Oct 2025US$628.8bUS$388.4bUS$13.7b25.5x45.9x1.6x
Sat, 06 Sep 2025US$590.0bUS$386.6bUS$13.5b23.9x43.8x1.5x
Mon, 04 Aug 2025US$561.4bUS$383.9bUS$15.0b22.8x37.4x1.5x
Wed, 02 Jul 2025US$529.8bUS$377.8bUS$13.5b24.4x39.2x1.4x
Fri, 30 May 2025US$482.4bUS$375.7bUS$13.4b21.8x36.1x1.3x
Sun, 27 Apr 2025US$428.3bUS$373.3bUS$13.6b19.6x31.5x1.1x
Tue, 25 Mar 2025US$438.5bUS$371.0bUS$13.9b21.4x31.5x1.2x
Thu, 20 Feb 2025US$477.2bUS$370.8bUS$14.8b23.9x32.2x1.3x
Sat, 18 Jan 2025US$475.2bUS$369.6bUS$15.6b25.9x30.6x1.3x
Mon, 16 Dec 2024US$478.3bUS$369.6bUS$15.6b26.4x30.6x1.3x
Wed, 13 Nov 2024US$487.1bUS$369.8bUS$15.8b24.2x30.7x1.3x
Fri, 11 Oct 2024US$454.1bUS$323.1bUS$15.9b23.7x28.6x1.4x
Sun, 08 Sep 2024US$410.6bUS$323.9bUS$15.8b21.6x26x1.3x
Tue, 06 Aug 2024US$405.6bUS$325.4bUS$14.5b21.3x28x1.2x
Thu, 04 Jul 2024US$429.4bUS$329.2bUS$15.1b21.8x28.4x1.3x
Sat, 01 Jun 2024US$433.0bUS$331.3bUS$15.3b21.5x28.4x1.3x
Mon, 29 Apr 2024US$409.9bUS$338.7bUS$15.9b18.8x25.8x1.2x
Wed, 27 Mar 2024US$416.0bUS$338.7bUS$15.7b18.8x26.6x1.2x
Fri, 23 Feb 2024US$401.1bUS$341.1bUS$14.9b19x26.9x1.2x
Sun, 21 Jan 2024US$390.4bUS$350.3bUS$13.7b19.4x28.5x1.1x
Tue, 19 Dec 2023US$404.4bUS$352.2bUS$13.7b21.1x29.5x1.1x
Thu, 16 Nov 2023US$367.6bUS$353.6bUS$13.9b19x26.5x1x
Sat, 14 Oct 2023US$358.6bUS$358.4bUS$14.4b16.7x24.9x1x
Mon, 11 Sep 2023US$374.6bUS$360.4bUS$14.6b15.6x25.6x1x
Wed, 09 Aug 2023US$390.2bUS$359.5bUS$15.1b17.5x25.8x1.1x
Fri, 07 Jul 2023US$390.0bUS$361.6bUS$15.0b17x25.9x1.1x
Sun, 04 Jun 2023US$370.3bUS$362.6bUS$15.1b16.6x24.5x1x
Tue, 02 May 2023US$348.9bUS$361.3bUS$15.6b15.5x22.4x1x
Thu, 30 Mar 2023US$364.8bUS$359.7bUS$15.9b16.7x22.9x1x
Sat, 25 Feb 2023US$366.1bUS$359.2bUS$15.9b16.9x23.1x1x
Price to Earnings Ratio

23.1x


Total Market Cap: US$366.1bTotal Earnings: US$15.9bTotal Revenue: US$359.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electronic Equipment and Components Industry Price to Earnings3Y Average 31x202420252026
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 49.9x which is higher than its 3-year average PE of 31.0x.
  • The 3-year average PS ratio of 1.3x is lower than the industry's current PS ratio of 1.9x.
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 4.1% 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-1.58%
Tech-2.59%
Electronic Equipment and Components1.16%
Electronic Manufacturing Services2.62%
Electronic Components1.67%
Electronic Equipment and Instruments1.42%
Technology Distributors-6.60%
Industry PE
  • Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 50.9x.
    • Analysts are expecting annual earnings growth of 23.6%, which is higher than its past year's earnings growth of 11.2% 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 Components industry, expecting annual earnings growth of 24% over the next 5 years.
  • However this is lower than its past earnings growth rate of 52% per year.
  • In contrast, the Technology Distributors industry is expected to see its earnings grow by 16% 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$148.573.1%
+US$6.2b		115.2%PE42.8x
TEL TE ConnectivityUS$235.904.5%
+US$3.0b		52.8%PE33.5x
CGNX CognexUS$57.0932.7%
+US$2.3b		69.7%PE82.7x
GLW CorningUS$130.521.9%
+US$2.2b		146.8%PE70.2x
AEIS Advanced Energy IndustriesUS$314.1212.6%
+US$1.3b		147.9%PE79.4x

Latest News

APH
US$148.57
Amphenol
7D
3.1%
1Y
115.2%
VNT
US$40.62
Vontier
7D
-4.6%
1Y
0.9%
CGNX
US$57.09
Cognex
7D
32.7%
1Y
69.7%
NSIT
US$83.00
Insight Enterprises
7D
-7.8%
1Y
-50.5%

NSIT: Solutions Shift And AI Push Will Support Future Rerating

Our analyst price target for Insight Enterprises has been revised from $121.25 to $103.75, reflecting updated assumptions on growth, margins and future P/E in line with recent Street research that emphasizes the company's transition year and the need for clearer visibility into a growth inflection. Analyst Commentary Recent Street research frames Insight Enterprises as a company in a transition year, with analysts balancing long term potential against near term execution risks and valuation questions.
COHR
US$219.96
Coherent
7D
-3.7%
1Y
148.0%
GLW
US$130.52
Corning
7D
1.9%
1Y
146.8%
BMI
US$159.19
Badger Meter
7D
4.0%
1Y
-27.7%
IPGP
US$134.86
IPG Photonics
7D
21.8%
1Y
110.8%
TEL
US$235.90
TE Connectivity
7D
4.5%
1Y
52.8%
AEIS
US$314.12
Advanced Energy Industries
7D
12.6%
1Y
147.9%
MIR
US$21.99
Mirion Technologies
7D
-6.2%
1Y
34.3%
SNX
US$159.86
TD SYNNEX
7D
-7.2%
1Y
10.5%
TDY
US$649.35
Teledyne Technologies
7D
-1.6%
1Y
30.7%

TDY: Aerospace And Industrial Demand Will Support Balanced Future Premium Multiple

Analysts have nudged their price targets higher on Teledyne Technologies, reflecting a modest uplift in fair value to about $674 from about $666. This adjustment is backed by slightly lower discount rate assumptions, steady revenue growth and profit margin expectations, and a small increase in projected future P/E multiples after a series of recent target raises across major firms.
PLXS
US$195.95
Plexus
7D
-4.9%
1Y
40.9%

PLXS: Higher Earnings Assumptions May Support Sideways Trading Near Current Range

The analyst price target for Plexus has shifted from US$159 to about US$201, as analysts factor in updated views on revenue growth, profit margins, and the P/E multiple they are comfortable assigning to the stock. Analyst Commentary Bullish analysts have increased their price targets in several steps, including US$25, US$30, and US$50 adjustments, which lines up with the higher overall target of about US$201.
CDW
US$125.15
CDW
7D
-12.4%
1Y
-35.0%

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.
FN
US$496.78
Fabrinet
7D
6.5%
1Y
106.3%

FN: Richer Forward P/E And Margin Assumptions Will Likely Restrain Returns

Analysts have lifted their price target range for Fabrinet to reflect a fair value of about US$324.57 per share. They cite updated views on the discount rate, revenue growth, profit margin and forward P/E assumptions.