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U.S. Electronic Equipment and Components Industry Analysis

UpdatedFeb 04, 2026
DataAggregated Company Financials
Companies183
  • 7D-1.7%
  • 3M9.5%
  • 1Y54.5%
  • YTD8.5%

Over the last 7 days, the Electronic Equipment and Components industry has dropped 1.7%, driven by Amphenol declining 11%. In contrast, Corning has gained 5.2%. Over the past 12 months, the industry was up 55%. 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
Thu, 05 Feb 2026US$707.1bUS$401.4bUS$16.8b27.5x42.1x1.8x
Sat, 03 Jan 2026US$659.3bUS$397.3bUS$16.2b24.7x40.7x1.7x
Mon, 01 Dec 2025US$656.7bUS$396.1bUS$16.3b24x40.2x1.7x
Wed, 29 Oct 2025US$664.3bUS$390.7bUS$14.3b25.1x46.3x1.7x
Fri, 26 Sep 2025US$623.6bUS$388.8bUS$13.6b23.8x45.7x1.6x
Sun, 24 Aug 2025US$580.1bUS$386.6bUS$13.5b23.9x43x1.5x
Tue, 22 Jul 2025US$555.9bUS$377.2bUS$13.6b23.7x40.8x1.5x
Thu, 19 Jun 2025US$499.0bUS$376.8bUS$13.5b22.7x36.9x1.3x
Sat, 17 May 2025US$482.8bUS$375.5bUS$13.3b22.5x36.3x1.3x
Mon, 14 Apr 2025US$388.5bUS$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
Price to Earnings Ratio

23.6x


Total Market Cap: US$380.7bTotal Earnings: US$16.1bTotal Revenue: US$360.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electronic Equipment and Components Industry Price to Earnings3Y Average 30.7x202420252026
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 42.1x which is higher than its 3-year average PE of 30.7x.
  • The 3-year average PS ratio of 1.3x is lower than the industry's current PS ratio of 1.8x.
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 3.6% 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-1.35%
Tech-5.09%
Electronic Equipment and Components-1.66%
Technology Distributors3.48%
Electronic Equipment and Instruments1.25%
Electronic Manufacturing Services0.46%
Electronic Components-4.71%
Industry PE
  • Investors are most optimistic about the Electronic Components industry which is trading above its 3-year average PE ratio of 45.5x.
    • Analysts are expecting annual earnings growth of 23.4%, which is lower than the prior year's growth of 28.1% 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 23% 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 15% 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
GLW CorningUS$109.695.2%
+US$4.6b		105.8%PE58.4x
CDW CDWUS$138.0810.7%
+US$1.7b		-33.0%PE16.9x
ARW Arrow ElectronicsUS$137.997.5%
+US$493.5m		20.1%PE14.9x
VNT VontierUS$40.188.9%
+US$475.9m		3.3%PE14.4x
ZBRA Zebra TechnologiesUS$245.253.8%
+US$457.0m		-36.8%PE24.3x

Latest News

CDW
US$138.08
CDW
7D
10.7%
1Y
-33.0%
FLEX
US$58.83
Flex
7D
-11.2%
1Y
36.2%
SNX
US$164.39
TD SYNNEX
7D
3.4%
1Y
15.1%
TDY
US$629.73
Teledyne Technologies
7D
1.5%
1Y
22.2%
LFUS
US$331.26
Littelfuse
7D
5.4%
1Y
42.0%

What Littelfuse, Inc.'s (NASDAQ:LFUS) 26% Share Price Gain Is Not Telling You

Feb 04
What Littelfuse, Inc.'s (NASDAQ:LFUS) 26% Share Price Gain Is Not Telling You
FN
US$423.03
Fabrinet
7D
-15.6%
1Y
97.9%
COHR
US$211.00
Coherent
7D
-4.6%
1Y
134.2%
GLW
US$109.69
Corning
7D
5.2%
1Y
105.8%
SANM
US$145.69
Sanmina
7D
-4.6%
1Y
66.8%
APH
US$130.00
Amphenol
7D
-10.9%
1Y
87.0%
OSIS
US$253.10
OSI Systems
7D
-6.7%
1Y
24.1%
JBL
US$236.06
Jabil
7D
-3.1%
1Y
44.3%
VNT
US$40.18
Vontier
7D
8.9%
1Y
3.3%
TEL
US$215.79
TE Connectivity
7D
-2.7%
1Y
47.6%

TEL: Share Repurchases And 2026 EPS Guidance Will Support Future Upside

Analysts have nudged their price target on TE Connectivity higher to about US$274 from roughly US$272, citing updated assumptions that reflect slightly different views on the discount rate, revenue growth, profit margin, and future P/E. What's in the News TE Connectivity issued earnings guidance for the first quarter of fiscal 2026, with expected sales of about US$4.5b and GAAP EPS from continuing operations of roughly US$2.33.
ARW
US$137.99
Arrow Electronics
7D
7.5%
1Y
20.1%

ARW: Richer P/E And Modest Margins Will Limit Future Upside

Analysts are keeping their price target for Arrow Electronics unchanged at US$94.00. They cite only small refinements to assumptions around discount rate, revenue growth, profit margin, and future P/E that do not materially alter their view of fair value.
ZBRA
US$245.25
Zebra Technologies
7D
3.8%
1Y
-36.8%

ZBRA: Industrial Automation Tailwinds Will Support Post 2025 Margin Recovery

Narrative Update Analysts have modestly trimmed their blended price target on Zebra Technologies to about US$339 from roughly US$358, reflecting slightly lower fair value and P/E assumptions, even as they cite mixed signals around growth and margins following recent research updates from firms covering industrial technology and automation end markets. Analyst Commentary Recent research paints a mixed picture on Zebra Technologies, with some analysts lifting targets while others trim expectations following Q3 results and Q4 guidance.