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U.S. Electronic Components Industry Analysis

UpdatedMar 16, 2026
DataAggregated Company Financials
Companies25
  • 7D-1.1%
  • 3M20.6%
  • 1Y133.6%
  • YTDn/a

Over the last 7 days, the Electronic Components industry has dropped 1.1%, driven by a pullback from Coherent of 2.0%. In the past year, the industry has gained 134%. As for the next few years, earnings are expected to grow by 24% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 17 Mar 2026US$345.9bUS$55.7bUS$6.2b40.1x55.7x6.2x
Thu, 12 Feb 2026US$353.2bUS$55.6bUS$6.2b41.4x57x6.4x
Sat, 10 Jan 2026US$290.1bUS$52.3bUS$5.6b39.7x52.2x5.5x
Mon, 08 Dec 2025US$292.9bUS$52.4bUS$5.5b39.8x52.9x5.6x
Wed, 05 Nov 2025US$288.9bUS$52.1bUS$5.3b26.1x54.2x5.5x
Fri, 03 Oct 2025US$260.9bUS$49.0bUS$4.1b29x63.6x5.3x
Sun, 31 Aug 2025US$224.1bUS$49.0bUS$4.1b25.7x54.6x4.6x
Tue, 29 Jul 2025US$209.7bUS$48.1bUS$3.9b26.1x54.4x4.4x
Thu, 26 Jun 2025US$189.4bUS$46.1bUS$3.2b23.5x58.5x4.1x
Sat, 24 May 2025US$172.7bUS$46.1bUS$3.2b20.8x53.3x3.7x
Mon, 21 Apr 2025US$135.9bUS$43.6bUS$3.1b20.3x43.3x3.1x
Wed, 19 Mar 2025US$144.1bUS$43.6bUS$3.1b22.4x45.9x3.3x
Fri, 14 Feb 2025US$158.3bUS$43.8bUS$3.2b26x49.5x3.6x
Sun, 12 Jan 2025US$156.9bUS$42.0bUS$2.7b28.1x58.8x3.7x
Tue, 10 Dec 2024US$168.5bUS$42.0bUS$2.7b32.3x63x4x
Thu, 07 Nov 2024US$157.8bUS$41.8bUS$2.7b30.3x59.5x3.8x
Sat, 05 Oct 2024US$146.3bUS$40.8bUS$2.6b24.6x57.1x3.6x
Mon, 02 Sep 2024US$148.4bUS$40.8bUS$2.6b22.2x57.9x3.6x
Wed, 31 Jul 2024US$142.7bUS$40.9bUS$3.1b21x46.4x3.5x
Fri, 28 Jun 2024US$142.9bUS$40.7bUS$3.0b20.3x47.3x3.5x
Sun, 26 May 2024US$141.2bUS$40.7bUS$3.0b20.9x46.7x3.5x
Tue, 23 Apr 2024US$117.3bUS$40.9bUS$3.0b19x38.8x2.9x
Thu, 21 Mar 2024US$120.8bUS$40.9bUS$3.0b19.3x39.9x2.9x
Sat, 17 Feb 2024US$118.5bUS$41.0bUS$3.1b21.2x38.5x2.9x
Mon, 15 Jan 2024US$107.8bUS$41.8bUS$2.9b19.3x37.2x2.6x
Wed, 13 Dec 2023US$107.0bUS$41.8bUS$2.9b20.8x36.9x2.6x
Fri, 10 Nov 2023US$96.4bUS$41.8bUS$2.9b20.4x33.3x2.3x
Sun, 08 Oct 2023US$98.4bUS$42.7bUS$3.1b17.1x32.2x2.3x
Tue, 05 Sep 2023US$107.6bUS$42.9bUS$3.0b15.4x35.5x2.5x
Thu, 03 Aug 2023US$109.5bUS$42.4bUS$3.1b16x35.9x2.6x
Sat, 01 Jul 2023US$110.8bUS$43.0bUS$3.3b15.8x33.1x2.6x
Mon, 29 May 2023US$99.0bUS$43.0bUS$3.3b19.9x29.6x2.3x
Wed, 26 Apr 2023US$95.1bUS$42.9bUS$3.8b17.1x24.8x2.2x
Fri, 24 Mar 2023US$98.1bUS$42.9bUS$3.8b17.1x25.6x2.3x
Price to Earnings Ratio

25.6x


Total Market Cap: US$98.1bTotal Earnings: US$3.8bTotal Revenue: US$42.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electronic Components Industry Price to Earnings3Y Average 46.6x202420252026
Current Industry PE
  • Investors are optimistic on the American Electronic Components industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 55.7x which is higher than its 3-year average PE of 46.6x.
  • The 3-year average PS ratio of 3.6x is lower than the industry's current PS ratio of 6.2x.
Past Earnings Growth
  • The earnings for companies in the Electronic Components industry have grown 18% per year over the last three years.
  • Revenues for these companies have grown 9.1% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

How does U.S. Electronic Components compare with similar industries?

US Market-2.40%
Tech-2.42%
Electronic Equipment and Components-1.64%
Electronic Components-1.06%
Electronic Manufacturing Services-1.92%
Technology Distributors-2.37%
Electronic Equipment and Instruments-2.38%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
GLW CorningUS$132.052.3%
+US$2.6b		181.8%PE71x
APH AmphenolUS$136.800.5%
+US$909.6m		114.2%PE39.4x
LFUS LittelfuseUS$329.757.4%
+US$573.0m		53.4%PS3.5x
LWLG Lightwave LogicUS$7.6276.8%
+US$481.4m		618.9%PS11015.2x
BELF.A Bel FuseUS$188.989.3%
+US$204.1m		153.7%PE39x

Latest News

GLW
US$132.05
Corning
7D
2.3%
1Y
181.8%
APH
US$136.80
Amphenol
7D
0.5%
1Y
114.2%
BELF.A
US$188.98
Bel Fuse
7D
9.3%
1Y
153.7%
BDC
US$115.10
Belden
7D
-6.3%
1Y
11.8%

BDC: Share Repurchases And M&A Focus Will Support Future Upside

Analysts have kept their $175.80 price target on Belden steady, citing essentially unchanged fair value, revenue growth, profit margin, discount rate and forward P/E assumptions in their updated models. What's in the News Belden launched new cybersecurity and networking products for operational technology environments, including a hardware agnostic Virtual Firewall with three licensing tiers that support deep packet inspection, intrusion prevention and high availability, plus new LioN-X LC Digital I/O Modules that are the first digital I/O modules under the Belden brand (Key Developments).
LFUS
US$329.75
Littelfuse
7D
7.4%
1Y
53.4%
COHR
US$247.37
Coherent
7D
-2.0%
1Y
269.3%
KN
US$24.66
Knowles
7D
-1.9%
1Y
52.2%
CPSH
US$3.76
CPS Technologies
7D
-1.6%
1Y
147.4%
LWLG
US$7.62
Lightwave Logic
7D
76.8%
1Y
618.9%
VSH
US$17.38
Vishay Intertechnology
7D
3.5%
1Y
1.6%

VSH: Mixed Margin Visibility And Product Pipeline Will Shape Future Upside Potential

Analysts have adjusted their price target for Vishay Intertechnology to $17.50, reflecting updated views on discount rates, long term margin and P/E assumptions that incorporate mixed recent revisions to Street targets from both BofA and JPMorgan. Analyst Commentary Recent price target changes highlight how divided the Street is on Vishay Intertechnology, with some focusing on potential upside in execution and others flagging risks that could cap the valuation.
ROG
US$101.82
Rogers
7D
-2.8%
1Y
29.8%

ROG: Ongoing Share Repurchases And Margin Assumptions Will Support Upside Potential

Analysts have made a small adjustment to their price target on Rogers, with updated assumptions around discount rate, revenue growth, profit margin, and future P/E now indicating a fair value of about $124.33 per share. What's in the News Rogers issued earnings guidance for Q1 2026, with expected net sales in a range of $193 million to $208 million, giving investors a reference point for near term revenue expectations (Key Developments).
AMPG
US$2.80
AmpliTech Group
7D
8.9%
1Y
48.1%

AMPG: O RAN 5G Wins And Guidance Will Drive Future Upside

Analysts have modestly adjusted their price target for AmpliTech Group, reflecting small tweaks to assumptions around discount rate, revenue growth, profit margins, and future P/E, while keeping their fair value estimate steady at $9.00 per share. What's in the News AmpliTech and Northeastern University's Institute for Intelligent Networked Systems built what they describe as the first fully open, end to end massive MIMO O RAN Category B system using AmpliTech's commercial grade radio unit and the OpenAir Interface CU/DU stack, showing operation in a lab setting with hybrid beamforming and mobility support (Key Developments).
WETH
US$1.39
Wetouch Technology
7D
-3.5%
1Y
2.2%
AIRG
US$3.96
Airgain
7D
-2.0%
1Y
-7.7%

AIRG: Bullish Coverage And 5G Wins Will Support Future Upside Potential

Analysts have adjusted their Airgain fair value estimate slightly from $6.25 to $6.13, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E, while incorporating a recent bullish initiation of coverage. Analyst Commentary Bullish Takeaways Bullish analysts view the recent initiation of coverage as supportive of the updated fair value, suggesting the business model can justify a P/E that aligns with their revised assumptions.
MPTI
US$67.00
M-tron Industries
7D
4.7%
1Y
65.7%