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U.S. Electronic Equipment and Components Industry Analysis

UpdatedFeb 05, 2026
DataAggregated Company Financials
Companies183
  • 7D-3.1%
  • 3M4.8%
  • 1Y47.7%
  • YTD2.9%

Over the last 7 days, the Electronic Equipment and Components industry has dropped 3.1%, driven by Amphenol declining 11%. In contrast, Corning has gained 5.2%. In the past year, the industry has gained 48%. Looking forward, 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, 06 Feb 2026US$713.5bUS$402.3bUS$16.8b27.1x42.4x1.8x
Sun, 04 Jan 2026US$678.1bUS$397.3bUS$16.2b24.7x41.8x1.7x
Tue, 02 Dec 2025US$656.7bUS$396.1bUS$16.3b23.9x40.2x1.7x
Thu, 30 Oct 2025US$656.3bUS$391.5bUS$14.9b25.7x44.2x1.7x
Sat, 27 Sep 2025US$616.3bUS$388.8bUS$13.6b23.9x45.2x1.6x
Mon, 25 Aug 2025US$580.1bUS$386.6bUS$13.5b23.9x43x1.5x
Wed, 23 Jul 2025US$555.0bUS$379.3bUS$14.0b23.8x39.7x1.5x
Fri, 20 Jun 2025US$501.9bUS$376.8bUS$13.5b22.7x37.1x1.3x
Sun, 18 May 2025US$486.7bUS$375.5bUS$13.3b22.5x36.6x1.3x
Tue, 15 Apr 2025US$388.6bUS$371.4bUS$13.9b19.3x28x1x
Thu, 13 Mar 2025US$421.1bUS$371.1bUS$14.7b20.5x28.6x1.1x
Sat, 08 Feb 2025US$483.9bUS$370.7bUS$14.6b23.7x33.1x1.3x
Mon, 06 Jan 2025US$466.2bUS$368.1bUS$15.5b25.9x30x1.3x
Wed, 04 Dec 2024US$483.5bUS$369.6bUS$15.5b25.8x31.1x1.3x
Fri, 01 Nov 2024US$449.9bUS$369.9bUS$15.9b22.4x28.4x1.2x
Sun, 29 Sep 2024US$450.2bUS$323.2bUS$15.8b23.6x28.5x1.4x
Tue, 27 Aug 2024US$448.0bUS$324.2bUS$15.9b22.3x28.1x1.4x
Thu, 25 Jul 2024US$446.6bUS$329.2bUS$15.1b22.3x29.7x1.4x
Sat, 22 Jun 2024US$435.1bUS$329.5bUS$15.1b20.8x28.8x1.3x
Mon, 20 May 2024US$433.5bUS$331.4bUS$15.4b21.7x28.1x1.3x
Wed, 17 Apr 2024US$403.7bUS$338.7bUS$15.7b18.9x25.8x1.2x
Fri, 15 Mar 2024US$414.1bUS$341.3bUS$14.9b19x27.8x1.2x
Sun, 11 Feb 2024US$405.6bUS$342.1bUS$15.0b20.3x27.1x1.2x
Tue, 09 Jan 2024US$387.7bUS$352.2bUS$13.7b20.1x28.2x1.1x
Thu, 07 Dec 2023US$372.2bUS$353.4bUS$13.8b16.9x26.9x1.1x
Sat, 04 Nov 2023US$356.7bUS$353.1bUS$13.7b15.9x26x1x
Mon, 02 Oct 2023US$369.9bUS$358.4bUS$14.4b16.6x25.6x1x
Wed, 30 Aug 2023US$388.0bUS$360.3bUS$14.6b16.8x26.6x1.1x
Fri, 28 Jul 2023US$401.4bUS$361.1bUS$14.7b17.4x27.2x1.1x
Sun, 25 Jun 2023US$377.8bUS$362.8bUS$15.1b16.8x25x1x
Tue, 23 May 2023US$361.6bUS$362.4bUS$15.1b15.5x24x1x
Thu, 20 Apr 2023US$353.6bUS$361.3bUS$16.2b16.4x21.9x1x
Sat, 18 Mar 2023US$352.8bUS$359.9bUS$15.9b16.7x22.2x1x
Mon, 13 Feb 2023US$380.8bUS$360.6bUS$16.1b17x23.6x1.1x
Price to Earnings Ratio

23.6x


Total Market Cap: US$380.8bTotal 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 42.4x 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 3.7% 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-1.46%
Tech-6.07%
Electronic Equipment and Components-3.15%
Technology Distributors5.97%
Electronic Equipment and Instruments0.13%
Electronic Manufacturing Services-4.64%
Electronic Components-5.15%
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 21.7%, 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 22% over the next 5 years.
  • However this is lower than its past earnings growth rate of 28% per year.
  • In contrast, the Technology Distributors industry is expected to see its earnings grow by 14% 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$112.799.5%
+US$8.3b		110.2%PE60x
COHR CoherentUS$209.24-3.1%
US$2.4b		108.3%PE204.1x
CDW CDWUS$140.7712.4%
+US$2.0b		-29.6%PE17.2x
BDC BeldenUS$131.7210.0%
+US$470.8m		14.5%PE22.7x
ARW Arrow ElectronicsUS$141.106.2%
+US$421.9m		28.6%PE15.3x

Latest News

RAL
US$38.39
Ralliant
7D
-28.7%
1Y
n/a
COHR
US$209.24
Coherent
7D
-3.1%
1Y
108.3%
AEIS
US$257.64
Advanced Energy Industries
7D
-4.3%
1Y
127.8%
APH
US$127.63
Amphenol
7D
-14.7%
1Y
82.3%
CDW
US$140.77
CDW
7D
12.4%
1Y
-29.6%
FLEX
US$60.15
Flex
7D
-8.1%
1Y
35.9%
BDC
US$131.72
Belden
7D
10.0%
1Y
14.5%
ARW
US$141.10
Arrow Electronics
7D
6.2%
1Y
28.6%

ARW: Higher Discount Rate And Narrower Margins Will Shape Fair Value Outlook

Analysts have lowered their price target for Arrow Electronics from US$135.00 to US$124.00, citing updated assumptions that now reflect a higher discount rate, more moderate revenue growth and profit margins, and a higher future P/E input. Valuation Changes Fair value estimate was lowered from US$135.00 to US$124.00, reflecting the updated set of assumptions.
FN
US$442.70
Fabrinet
7D
-10.8%
1Y
100.5%

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.
SNX
US$164.19
TD SYNNEX
7D
1.5%
1Y
14.5%

SNX: Future Returns Will Be Driven By Hyve And Higher Value Mix

Analysts have nudged their average price target for TD SYNNEX slightly higher to about US$180, reflecting a mix of upward revisions toward US$193 and more cautious cuts into the low US$160s as they weigh expected billings growth, exposure to higher value segments, and recent performance in PCs, software, and Hyve. Analyst Commentary Recent research on TD SYNNEX points to a split view, with some firms focusing on potential growth drivers in higher value offerings and Hyve, while others emphasize risks tied to hardware budgets and component pricing.
GLW
US$112.79
Corning
7D
9.5%
1Y
110.2%

GLW: AI Data Center Fiber Deal And Execution Risks Will Shape Upside Potential

Analysts have lifted their price target framework for Corning, with the updated fair value estimate moving by about $21. This change is supported by slightly lower assumed discount rates, modestly adjusted revenue growth expectations, higher projected profit margins, and a marginally lower future P/E, in line with a broad wave of recent target hikes across Wall Street research.
IPGP
US$99.30
IPG Photonics
7D
7.0%
1Y
40.2%
SANM
US$142.34
Sanmina
7D
-7.8%
1Y
62.0%
MIR
US$23.21
Mirion Technologies
7D
-8.2%
1Y
42.6%

MIR: Reaffirmed 2025 Outlook And Completed Buybacks Will Support Future Upside

Analysts have slightly reduced their price target for Mirion Technologies to reflect modestly lower fair value and profit margin assumptions, while largely maintaining their core outlook on revenue growth and future P/E expectations. What's in the News Mirion Technologies reaffirmed full year 2025 revenue growth guidance of about 7.0% to 9.0%, with an organic revenue growth range of about 4.5% to 6.0%.
VNT
US$40.26
Vontier
7D
7.6%
1Y
3.7%
TEL
US$208.69
TE Connectivity
7D
-7.8%
1Y
42.5%

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.