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U.S. Electronic Equipment and Components Industry Analysis

UpdatedMar 11, 2026
DataAggregated Company Financials
Companies184
  • 7D-2.7%
  • 3M7.2%
  • 1Y80.7%
  • YTD10.6%

Over the last 7 days, the Electronic Equipment and Components industry has dropped 2.7%, driven by Corning declining 7.7%. Meanwhile, Amphenol actually outperformed within the industry, gaining 5.5% in the last week. This takes the industry's 12 month performance to a gain of 81%. As for the next few years, earnings are expected to grow by 22% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 12 Mar 2026US$726.1bUS$406.8bUS$15.3b27.6x47.4x1.8x
Sat, 07 Feb 2026US$678.1bUS$404.3bUS$15.6b27.4x43.4x1.7x
Mon, 05 Jan 2026US$678.1bUS$397.3bUS$16.2b24.7x41.8x1.7x
Wed, 03 Dec 2025US$652.7bUS$396.1bUS$16.3b23.5x40x1.6x
Fri, 31 Oct 2025US$666.3bUS$393.1bUS$15.3b25x43.6x1.7x
Sun, 28 Sep 2025US$622.1bUS$388.8bUS$13.6b23.9x45.6x1.6x
Tue, 26 Aug 2025US$579.0bUS$386.6bUS$13.5b23.8x42.9x1.5x
Thu, 24 Jul 2025US$551.8bUS$379.3bUS$14.0b24.1x39.5x1.5x
Sat, 21 Jun 2025US$502.0bUS$376.8bUS$13.5b23.7x37.1x1.3x
Mon, 19 May 2025US$486.7bUS$375.5bUS$13.3b22x36.5x1.3x
Wed, 16 Apr 2025US$393.1bUS$371.4bUS$13.9b19.3x28.3x1.1x
Fri, 14 Mar 2025US$422.4bUS$371.1bUS$14.7b20.1x28.7x1.1x
Sun, 09 Feb 2025US$477.5bUS$370.7bUS$14.6b23.7x32.6x1.3x
Tue, 07 Jan 2025US$466.2bUS$368.1bUS$15.5b25.6x30x1.3x
Thu, 05 Dec 2024US$481.9bUS$369.6bUS$15.5b25.8x31x1.3x
Sat, 02 Nov 2024US$449.6bUS$369.8bUS$15.9b22.4x28.3x1.2x
Mon, 30 Sep 2024US$450.2bUS$323.2bUS$15.8b23.6x28.5x1.4x
Wed, 28 Aug 2024US$445.2bUS$324.2bUS$15.9b22.6x27.9x1.4x
Fri, 26 Jul 2024US$438.9bUS$329.0bUS$15.2b22.4x28.9x1.3x
Sun, 23 Jun 2024US$438.1bUS$329.5bUS$15.1b20.8x29x1.3x
Tue, 21 May 2024US$433.5bUS$331.4bUS$15.4b21.7x28.1x1.3x
Thu, 18 Apr 2024US$398.6bUS$338.7bUS$15.7b19.2x25.4x1.2x
Sat, 16 Mar 2024US$409.4bUS$339.9bUS$15.6b18.9x26.2x1.2x
Mon, 12 Feb 2024US$405.6bUS$342.1bUS$15.0b20.3x27.1x1.2x
Wed, 10 Jan 2024US$390.8bUS$350.3bUS$13.7b19.7x28.5x1.1x
Fri, 08 Dec 2023US$372.2bUS$353.4bUS$13.8b18.2x27.1x1.1x
Sun, 05 Nov 2023US$356.8bUS$353.1bUS$13.7b15.9x26x1x
Tue, 03 Oct 2023US$369.9bUS$358.4bUS$14.4b16.3x25.6x1x
Thu, 31 Aug 2023US$389.3bUS$360.3bUS$14.6b16.9x26.7x1.1x
Sat, 29 Jul 2023US$396.5bUS$361.1bUS$14.8b17.3x26.9x1.1x
Mon, 26 Jun 2023US$377.8bUS$362.8bUS$15.1b16.8x25x1x
Wed, 24 May 2023US$356.2bUS$362.4bUS$15.1b15.4x23.6x1x
Fri, 21 Apr 2023US$351.7bUS$361.3bUS$16.2b15.8x21.8x1x
Sun, 19 Mar 2023US$352.9bUS$359.9bUS$15.9b16.7x22.2x1x
Price to Earnings Ratio

22.2x


Total Market Cap: US$352.9bTotal Earnings: US$15.9bTotal Revenue: US$359.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electronic Equipment and Components Industry Price to Earnings3Y Average 31.5x202420252026
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 47.4x which is higher than its 3-year average PE of 31.5x.
  • 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 4.2% 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-0.62%
Tech1.68%
Electronic Equipment and Components-2.66%
Electronic Components-1.62%
Electronic Manufacturing Services-2.62%
Technology Distributors-4.09%
Electronic Equipment and Instruments-4.41%
Industry PE
  • Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 51.8x.
    • Analysts are expecting annual earnings growth of 22.1%, 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 16.1x.
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 63% 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
APH AmphenolUS$134.541.3%
+US$2.2b		114.1%PE38.7x
UMAC Unusual MachinesUS$19.8435.1%
+US$207.8m		225.2%PS66.9x
OUST OusterUS$24.7510.6%
+US$148.8m		230.9%PS9.2x
EVLV Evolv Technologies HoldingsUS$5.758.9%
+US$109.3m		82.0%PS7.1x
AEVA Aeva TechnologiesUS$16.7111.3%
+US$102.1m		509.9%PS55.5x

Latest News

EVLV
US$5.75
Evolv Technologies Holdings
7D
8.9%
1Y
82.0%
AEVA
US$16.71
Aeva Technologies
7D
11.3%
1Y
509.9%
TEL
US$205.14
TE Connectivity
7D
-1.9%
1Y
43.3%
GLW
US$131.76
Corning
7D
-9.0%
1Y
190.2%
KEYS
US$284.26
Keysight Technologies
7D
-5.5%
1Y
89.6%

KEYS: Future Returns Will Rely On Sustained AI And Wireline Order Momentum

Our Keysight Technologies fair value estimate has been raised from $226.46 to $298.62, as analysts lift price targets into the $268 to $340 range on stronger Q1 results, faster revenue growth tied to AI and wireline demand, and updated models that assume a higher future P/E multiple despite broadly similar margin and discount rate assumptions. Analyst Commentary Recent Street research on Keysight Technologies clusters around a more constructive stance on growth, execution, and where the shares might trade relative to earnings.
UMAC
US$19.84
Unusual Machines
7D
35.1%
1Y
225.2%
ZEPP
US$20.77
Zepp Health
7D
5.8%
1Y
608.9%
COHR
US$251.41
Coherent
7D
-8.5%
1Y
273.5%

COHR: Nvidia Optics Deal And AI Demand Will Shape Balanced Risk Outlook

The analyst price target for Coherent has been raised by about $19 to reflect updated earnings power expectations tied to Nvidia's planned $2b capacity investments and long term optical demand views from multiple firms. Analyst Commentary Recent research on Coherent clusters around rising expectations for optical demand tied to AI data centers and Nvidia's planned US$2b capacity investment.
JBL
US$255.46
Jabil
7D
0.1%
1Y
90.5%

JBL: Manufacturing Tie-Up And Completed Buyback Will Support Balanced Medium Term Outlook

Analysts have kept their Jabil fair value estimate steady at $264.50, with only slight tweaks to inputs such as the discount rate, long term revenue growth, profit margin, and future P/E assumptions guiding this updated price target view. What's in the News Jabil announced a minority investment and manufacturing collaboration with Eagle Harbor Technologies, combining Jabil's manufacturing capabilities with EHT Semi's RF and pulsed DC power systems for advanced semiconductor fabrication (Client Announcements).
TTMI
US$95.44
TTM Technologies
7D
-9.2%
1Y
333.6%

TTM Technologies (TTMI): The Backbone of the AI Tsunami and Defense Modernization.

TTM Technologies has evolved into a mission-critical "pick-and-shovel" play for both the generative AI buildout and the global defense recapitalization. Trading at $87.91 as of the March 6, 2026 close, the stock is currently undergoing a sharp correction from its 52-week high of $113.46 , having dropped over 11% in a single session.
APH
US$134.54
Amphenol
7D
1.3%
1Y
114.1%
FN
US$524.33
Fabrinet
7D
-7.0%
1Y
159.7%
OUST
US$24.75
Ouster
7D
10.6%
1Y
230.9%
INGM
US$22.50
Ingram Micro Holding
7D
-14.4%
1Y
18.6%
TDY
US$655.37
Teledyne Technologies
7D
-4.0%
1Y
35.0%
AMCI
US$9.45
AMC Robotics
7D
40.8%
1Y
-18.3%