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U.S. Electronic Equipment and Components Industry Analysis

UpdatedApr 27, 2024
DataAggregated Company Financials
Companies185
  • 7D4.0%
  • 3M5.5%
  • 1Y21.0%
  • YTD4.8%

Over the last 7 days, the Electronic Equipment and Components industry has risen 2.5%, driven by gains from Amphenol of 9.4%. Meanwhile, Teledyne Technologies actually underperformed within the industry, shrinking 6.7% in the last week. In the last 12 months, the industry was up 21%. Earnings are forecast to grow by 13% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 27 Apr 2024US$409.8bUS$338.7bUS$15.9b18.8x25.8x1.2x
Mon, 25 Mar 2024US$417.7bUS$339.8bUS$15.7b19x26.7x1.2x
Wed, 21 Feb 2024US$402.8bUS$341.3bUS$15.0b19.1x26.8x1.2x
Fri, 19 Jan 2024US$388.9bUS$350.3bUS$13.7b19.2x28.4x1.1x
Sun, 17 Dec 2023US$404.4bUS$352.2bUS$13.7b20.9x29.5x1.1x
Tue, 14 Nov 2023US$354.7bUS$353.6bUS$13.9b18.2x25.5x1x
Thu, 12 Oct 2023US$371.8bUS$358.4bUS$14.4b17.2x25.8x1x
Sat, 09 Sep 2023US$377.5bUS$360.4bUS$14.6b15.6x25.8x1x
Mon, 07 Aug 2023US$389.7bUS$359.4bUS$15.1b16.8x25.8x1.1x
Wed, 05 Jul 2023US$395.4bUS$361.6bUS$15.0b17.5x26.3x1.1x
Fri, 02 Jun 2023US$363.0bUS$362.6bUS$15.1b16.5x24.1x1x
Sun, 30 Apr 2023US$347.0bUS$361.3bUS$15.6b15.4x22.3x1x
Tue, 28 Mar 2023US$358.9bUS$360.1bUS$15.9b16.7x22.6x1x
Thu, 23 Feb 2023US$369.2bUS$359.2bUS$15.9b17.1x23.3x1x
Sat, 21 Jan 2023US$371.5bUS$354.7bUS$16.6b16.6x22.4x1x
Mon, 19 Dec 2022US$343.3bUS$354.0bUS$16.5b15.8x20.8x1x
Wed, 16 Nov 2022US$386.4bUS$354.4bUS$16.5b16x23.5x1.1x
Fri, 14 Oct 2022US$326.2bUS$346.3bUS$16.9b14.4x19.3x0.9x
Sun, 11 Sep 2022US$362.8bUS$334.5bUS$16.7b15.8x21.7x1.1x
Tue, 09 Aug 2022US$376.6bUS$332.6bUS$16.4b16.1x22.9x1.1x
Thu, 07 Jul 2022US$329.7bUS$326.6bUS$15.8b16.5x20.9x1x
Sat, 04 Jun 2022US$368.1bUS$316.2bUS$15.7b17.1x23.4x1.2x
Mon, 02 May 2022US$343.9bUS$290.7bUS$14.3b15.8x24.1x1.2x
Wed, 30 Mar 2022US$375.9bUS$287.0bUS$13.9b16.1x27x1.3x
Fri, 25 Feb 2022US$368.5bUS$274.9bUS$14.4b15.6x25.6x1.3x
Sun, 23 Jan 2022US$402.8bUS$289.7bUS$14.6b17.3x27.6x1.4x
Tue, 21 Dec 2021US$430.1bUS$284.9bUS$14.8b17.9x29.1x1.5x
Thu, 18 Nov 2021US$460.0bUS$284.2bUS$14.7b18.9x31.3x1.6x
Sat, 16 Oct 2021US$420.4bUS$277.1bUS$13.2b20.9x31.8x1.5x
Mon, 13 Sep 2021US$433.2bUS$278.0bUS$12.9b19.6x33.7x1.6x
Wed, 11 Aug 2021US$427.6bUS$277.4bUS$13.1b21.3x32.6x1.5x
Sun, 06 Jun 2021US$407.0bUS$265.3bUS$11.3b24.7x36.1x1.5x
Price to Earnings Ratio

37x


Total Market Cap: US$407.4bTotal Earnings: US$11.0bTotal Revenue: US$263.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electronic Equipment and Components Industry Price to Earnings3Y Average 26.4x202220232024
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 26.4x.
  • The industry is trading close to its 3-year average PS ratio of 1.2x.
Past Earnings Growth
  • The earnings for companies in the Electronic industry have grown 13% per year over the last three years.
  • Revenues for these companies have grown 8.8% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

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

US Market2.93%
Tech5.33%
Electronic Equipment and Components4.00%
Electronic Components6.67%
Technology Distributors3.16%
Electronic Equipment and Instruments3.12%
Electronic Manufacturing Services2.32%
Industry PE
  • Investors are most optimistic about the Electronic Equipment and Instruments industry, which is trading close to its 3-year average PE ratio of 57.0x.
    • Analysts are expecting annual earnings growth of 18.5%, which is higher than its past year's earnings growth of 7.8% per year.
  • Investors are most pessimistic about the Electronic Manufacturing Services industry, which is trading below its 3-year average of 18.1x.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Equipment and Instruments industry, expecting annual earnings growth of 19% over the next 5 years.
  • This is better than its past earnings growth rate of 7.8% per year.
  • In contrast, the Electronic Manufacturing Services industry is expected to see its earnings growth to stay flat 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$120.499.4%
+US$6.2b		59.7%PE35.5x
ZBRA Zebra TechnologiesUS$297.2110.9%
+US$1.5b		3.2%PE51.6x
COHR CoherentUS$55.0611.8%
+US$880.5m		61.3%PS1.8x
CDW CDWUS$242.262.7%
+US$870.7m		42.9%PE29.5x
FLEX FlexUS$28.977.0%
+US$800.2m		40.8%PE16.2x
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Latest News

TEL

US$140.21

TE Connectivity

7D

-0.2%

1Y

14.6%

Here's What Analysts Are Forecasting For TE Connectivity Ltd. (NYSE:TEL) After Its Second-Quarter Results

Apr 26
Here's What Analysts Are Forecasting For TE Connectivity Ltd. (NYSE:TEL) After Its Second-Quarter Results

TDY

US$374.64

Teledyne Technologies

7D

-6.7%

1Y

-9.6%

Analysts Are Updating Their Teledyne Technologies Incorporated (NYSE:TDY) Estimates After Its First-Quarter Results

Apr 26
Analysts Are Updating Their Teledyne Technologies Incorporated (NYSE:TDY) Estimates After Its First-Quarter Results

OSIS

US$134.82

OSI Systems

7D

-0.5%

1Y

19.4%

TRMB

US$60.15

Trimble

7D

3.8%

1Y

27.7%

Trimble Inc.'s (NASDAQ:TRMB) P/E Is On The Mark

Apr 25
Trimble Inc.'s (NASDAQ:TRMB) P/E Is On The Mark

APH

US$120.49

Amphenol

7D

9.4%

1Y

59.7%

FN

US$175.45

Fabrinet

7D

8.1%

1Y

84.8%

JBL

US$118.27

Jabil

7D

-0.4%

1Y

51.3%

COHR

US$55.06

Coherent

7D

11.8%

1Y

61.3%

ZBRA

US$297.21

Zebra Technologies

7D

10.9%

1Y

3.2%

CDW

US$242.26

CDW

7D

2.7%

1Y

42.9%

KEYS

US$148.55

Keysight Technologies

7D

2.4%

1Y

2.7%

LUNA

US$1.99

Luna Innovations

7D

-28.2%

1Y

-68.3%

IZM

US$2.89

ICZOOM Group

7D

-26.8%

1Y

-3.7%

FLEX

US$28.97

Flex

7D

7.0%

1Y

40.8%

LINK

US$5.56

Interlink Electronics

7D

-15.8%

1Y

-6.0%

LWLG

US$3.87

Lightwave Logic

7D

-3.7%

1Y

-14.0%