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U.S. Electronic Equipment and Components Industry Analysis

UpdatedFeb 11, 2026
DataAggregated Company Financials
Companies182
  • 7D2.9%
  • 3M13.1%
  • 1Y61.4%
  • YTD12.0%

Over the last 7 days, the Electronic Equipment and Components industry has risen 2.9%, driven by gains from Corning of 14%. In the last 12 months, the industry was up 61%. Earnings are forecast to grow by 23% 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, 11 Feb 2026US$748.1bUS$404.3bUS$15.7b26.9x47.8x1.9x
Fri, 09 Jan 2026US$654.1bUS$393.7bUS$16.0b25.5x41x1.7x
Sun, 07 Dec 2025US$672.7bUS$396.0bUS$16.3b24.6x41.2x1.7x
Tue, 04 Nov 2025US$667.9bUS$394.8bUS$15.3b25x43.6x1.7x
Thu, 02 Oct 2025US$628.2bUS$388.8bUS$13.6b24.3x46.1x1.6x
Sat, 30 Aug 2025US$590.2bUS$386.6bUS$13.5b22.8x43.7x1.5x
Mon, 28 Jul 2025US$566.7bUS$382.4bUS$14.7b23.8x38.5x1.5x
Wed, 25 Jun 2025US$516.3bUS$377.8bUS$13.6b23.7x38.1x1.4x
Fri, 23 May 2025US$476.3bUS$375.7bUS$13.4b22.3x35.5x1.3x
Sun, 20 Apr 2025US$391.9bUS$371.4bUS$13.9b19.4x28.2x1.1x
Tue, 18 Mar 2025US$427.3bUS$371.1bUS$14.7b20.9x29x1.2x
Thu, 13 Feb 2025US$476.0bUS$370.7bUS$14.6b23.5x32.5x1.3x
Sat, 11 Jan 2025US$469.1bUS$369.6bUS$15.6b25.1x30.1x1.3x
Mon, 09 Dec 2024US$484.7bUS$369.6bUS$15.6b26.3x31.1x1.3x
Wed, 06 Nov 2024US$455.2bUS$369.7bUS$15.9b22.7x28.7x1.2x
Fri, 04 Oct 2024US$443.1bUS$323.1bUS$15.8b23.7x28.1x1.4x
Sun, 01 Sep 2024US$444.7bUS$324.0bUS$15.9b22.7x27.9x1.4x
Tue, 30 Jul 2024US$441.7bUS$328.2bUS$15.1b22.4x29.3x1.3x
Thu, 27 Jun 2024US$431.8bUS$329.4bUS$15.1b21x28.6x1.3x
Sat, 25 May 2024US$437.8bUS$331.3bUS$15.3b21.6x28.7x1.3x
Mon, 22 Apr 2024US$394.2bUS$338.7bUS$15.7b19.2x25.2x1.2x
Wed, 20 Mar 2024US$407.6bUS$339.8bUS$15.6b18.8x26x1.2x
Fri, 16 Feb 2024US$402.6bUS$342.2bUS$15.2b19.9x26.5x1.2x
Sun, 14 Jan 2024US$390.2bUS$350.3bUS$13.7b19.4x28.5x1.1x
Tue, 12 Dec 2023US$383.6bUS$353.4bUS$13.8b18.9x27.9x1.1x
Thu, 09 Nov 2023US$353.0bUS$353.6bUS$13.9b15.8x25.4x1x
Sat, 07 Oct 2023US$366.3bUS$358.4bUS$14.4b16.7x25.4x1x
Mon, 04 Sep 2023US$392.4bUS$360.5bUS$14.6b16.9x26.9x1.1x
Wed, 02 Aug 2023US$393.7bUS$361.0bUS$15.0b17.4x26.3x1.1x
Fri, 30 Jun 2023US$391.6bUS$361.6bUS$15.1b16.9x26x1.1x
Sun, 28 May 2023US$365.1bUS$362.6bUS$15.1b16.8x24.2x1x
Tue, 25 Apr 2023US$351.6bUS$361.4bUS$16.2b16x21.7x1x
Thu, 23 Mar 2023US$356.0bUS$360.1bUS$15.9b16.7x22.4x1x
Sat, 18 Feb 2023US$387.4bUS$360.7bUS$15.9b17.6x24.3x1.1x
Price to Earnings Ratio

24.3x


Total Market Cap: US$387.4bTotal Earnings: US$15.9bTotal Revenue: US$360.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electronic Equipment and Components Industry Price to Earnings3Y Average 30.8x202420252026
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 47.8x which is higher than its 3-year average PE of 30.8x.
  • 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 3.9% 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 Market0.99%
Tech2.89%
Electronic Equipment and Components2.87%
Technology Distributors8.90%
Electronic Components3.17%
Electronic Equipment and Instruments3.15%
Electronic Manufacturing Services0.064%
Industry PE
  • Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 50.6x.
    • Analysts are expecting annual earnings growth of 25.3%, which is higher than its past year's earnings growth of 13.6% 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 Equipment and Instruments industry, expecting annual earnings growth of 25% over the next 5 years.
  • This is better than its past earnings growth rate of 14% per year.
  • 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$128.1013.6%
+US$13.0b		144.5%PE68.1x
COHR CoherentUS$228.37-0.4%
US$3.7b		161.0%PE222.7x
CDW CDWUS$142.8513.2%
+US$2.2b		-25.5%PE17.4x
JBL JabilUS$258.935.4%
+US$1.4b		54.8%PE38.9x
KEYS Keysight TechnologiesUS$235.003.5%
+US$1.3b		33.1%PE46.4x

Latest News

MIR
US$23.44
Mirion Technologies
7D
-7.8%
1Y
45.0%
AEIS
US$279.04
Advanced Energy Industries
7D
9.6%
1Y
151.0%
TTMI
US$93.77
TTM Technologies
7D
-12.8%
1Y
255.5%
GLW
US$128.10
Corning
7D
13.6%
1Y
144.5%
KEYS
US$235.00
Keysight Technologies
7D
3.5%
1Y
33.1%

KEYS: Future Returns Will Rely On AI Demand And Wireless Cycle Stabilization

Narrative update on Keysight Technologies The analyst price target for Keysight Technologies has edged up to about $221, with analysts pointing to recent revenue and margin performance, upbeat EPS guidance, and signs of stabilization in wireless and defense demand as support for this modest adjustment. Analyst Commentary Recent Street research around Keysight Technologies has focused on earnings delivery, margin performance, and signs of demand stabilization, with several analysts adjusting their price targets in response.
JBL
US$258.93
Jabil
7D
5.4%
1Y
54.8%

JBL: Manufacturing Collaboration And Buybacks Will Support Balanced Medium Term Outlook

Analysts have kept their price target for Jabil broadly steady at around $264.50. This reflects small tweaks to assumptions for the discount rate, revenue growth, profit margin, and future P/E multiple, rather than a major change in conviction.
VSH
US$19.36
Vishay Intertechnology
7D
-6.7%
1Y
13.8%

VSH: Compressed Long Run Margins Will Constrain Future Earnings Power

Narrative Update Analysts have lifted their fair value estimate for Vishay Intertechnology from $15.00 to $17.50, citing updated assumptions on revenue growth, margins, discount rate, and a higher future P/E multiple that reflect the recent mix of price target changes in Street research. Analyst Commentary Recent Street research on Vishay Intertechnology has been mixed, with some firms lifting their price targets and others trimming them.
COHR
US$228.37
Coherent
7D
-0.4%
1Y
161.0%

COHR: AI And Cloud Capex Exposure Will Shape Balanced Execution Risk Outlook

Analysts have lifted their fair value estimate for Coherent from $192.95 to $245.89, reflecting updated views on revenue growth, profitability and appropriate future P/E multiples, following a string of recent price target increases across major firms. Analyst Commentary Street research on Coherent has been active, with a series of price target changes and one major firm adding the stock to a positive watch list.
SCSC
US$36.71
ScanSource
7D
-16.4%
1Y
-3.3%

SCSC: Future Acquisitions And Share Repurchases Will Support Margin Expansion

Analysts have adjusted their price target on ScanSource to $62 from $66, citing updated views on revenue growth, profit margins, and the appropriate future P/E multiple. What's in the News ScanSource is actively looking for acquisitions that could expand its technology stack, capabilities, and value across its partner ecosystem, with management highlighting the recent acquisition of DataXoom as a contributor to channel capabilities and its broader plan (Key Developments).
ARW
US$156.02
Arrow Electronics
7D
15.3%
1Y
45.0%

Arrow Electronics, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Feb 08
Arrow Electronics, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
SANM
US$149.69
Sanmina
7D
-3.2%
1Y
68.3%
APH
US$144.14
Amphenol
7D
-2.0%
1Y
106.1%
CDW
US$142.85
CDW
7D
13.2%
1Y
-25.5%

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.
RAL
US$43.04
Ralliant
7D
-21.4%
1Y
n/a

Grid Modernization And Defense Spending Will Support This Undervalued Supplier’s Long-Term Potential

Catalysts About Ralliant Ralliant provides test, measurement, sensor and safety systems used across defense, utilities, industrial manufacturing, electronics and semiconductor applications. What are the underlying business or industry changes driving this perspective?
FLEX
US$64.29
Flex
7D
-2.6%
1Y
50.3%
ZBRA
US$256.57
Zebra Technologies
7D
10.0%
1Y
-27.6%

ZBRA: Automation And Data Center Demand Will Support Future Upside

Zebra Technologies' fair value estimate has shifted from US$421.00 to US$400.00 as analysts factor in updated assumptions on revenue growth, profit margins and future P/E, in the context of Street research that includes a higher US$368 price target from Barclays for the broader industrial technology and distribution outlook. Analyst Commentary Bullish analysts are highlighting Zebra Technologies as a key beneficiary of themes tied to industrial technology and distribution, with attention on areas such as data centers, factory and warehouse automation, electronics, test and measurement, and semiconductors.