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U.S. Electronic Components Industry Analysis

UpdatedApr 06, 2026
DataAggregated Company Financials
Companies26
  • 7D5.4%
  • 3M17.8%
  • 1Y178.9%
  • YTDn/a

In the last week, the Electronic Components industry is up 5.4%, with Corning up 8.1%. This means that the industry has gained 179% over the past year. As for the next few years, earnings are expected to grow by 25% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 06 Apr 2026US$358.9bUS$55.7bUS$6.2b41.1x57.8x6.4x
Wed, 04 Mar 2026US$385.6bUS$55.7bUS$6.2b40.2x62.1x6.9x
Fri, 30 Jan 2026US$323.3bUS$55.2bUS$6.0b42.9x53.5x5.9x
Sun, 28 Dec 2025US$295.0bUS$52.3bUS$5.6b39.3x53.1x5.6x
Tue, 25 Nov 2025US$269.2bUS$52.4bUS$5.5b40.3x48.6x5.1x
Thu, 23 Oct 2025US$265.0bUS$49.0bUS$4.1b31.6x64.5x5.4x
Sat, 20 Sep 2025US$254.4bUS$49.0bUS$4.1b26.1x62x5.2x
Mon, 18 Aug 2025US$222.7bUS$49.0bUS$4.1b25x54.3x4.5x
Wed, 16 Jul 2025US$199.2bUS$46.0bUS$3.3b24.9x60.8x4.3x
Fri, 13 Jun 2025US$185.3bUS$46.1bUS$3.2b22.5x57.2x4x
Sun, 11 May 2025US$162.6bUS$46.0bUS$3.3b21.5x49.7x3.5x
Tue, 08 Apr 2025US$125.5bUS$43.6bUS$3.1b19x40x2.9x
Thu, 06 Mar 2025US$143.3bUS$43.6bUS$3.1b24x45.6x3.3x
Sat, 01 Feb 2025US$159.4bUS$43.5bUS$3.2b32.6x50.3x3.7x
Mon, 30 Dec 2024US$159.8bUS$42.0bUS$2.7b27.4x59.8x3.8x
Wed, 27 Nov 2024US$164.5bUS$42.0bUS$2.7b31.5x61.5x3.9x
Fri, 25 Oct 2024US$156.6bUS$41.6bUS$2.7b24.3x57.6x3.8x
Sun, 22 Sep 2024US$149.8bUS$40.8bUS$2.6b23.3x58.5x3.7x
Tue, 20 Aug 2024US$144.1bUS$40.9bUS$2.6b21.7x56.2x3.5x
Thu, 18 Jul 2024US$156.7bUS$40.4bUS$3.0b21.7x51.7x3.9x
Sat, 15 Jun 2024US$145.5bUS$40.7bUS$3.0b20.9x48.2x3.6x
Mon, 13 May 2024US$132.9bUS$40.7bUS$3.0b18.7x43.8x3.3x
Wed, 10 Apr 2024US$124.3bUS$40.9bUS$3.0b19.4x41x3x
Fri, 08 Mar 2024US$122.7bUS$40.9bUS$3.0b20.7x40.6x3x
Sun, 04 Feb 2024US$114.9bUS$41.8bUS$2.8b22.4x40.3x2.7x
Tue, 02 Jan 2024US$111.1bUS$41.8bUS$2.9b21.5x38.4x2.7x
Thu, 30 Nov 2023US$100.6bUS$41.8bUS$2.9b20.5x34.7x2.4x
Sat, 28 Oct 2023US$91.0bUS$42.3bUS$3.0b16.8x30.1x2.2x
Mon, 25 Sep 2023US$100.1bUS$42.7bUS$3.1b14.1x32.7x2.3x
Wed, 23 Aug 2023US$103.9bUS$42.7bUS$3.1b15.5x34x2.4x
Fri, 21 Jul 2023US$107.9bUS$42.9bUS$3.4b15.9x32.2x2.5x
Sun, 18 Jun 2023US$109.5bUS$43.0bUS$3.3b18.9x32.7x2.5x
Tue, 16 May 2023US$95.2bUS$42.8bUS$3.3b18.7x28.4x2.2x
Thu, 13 Apr 2023US$99.6bUS$42.9bUS$3.8b17.2x26x2.3x
Price to Earnings Ratio

26x


Total Market Cap: US$99.6bTotal 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 47.2x202420252026
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 57.8x which is higher than its 3-year average PE of 47.2x.
  • The 3-year average PS ratio of 3.7x is lower than the industry's current PS ratio of 6.4x.
Past Earnings Growth
  • The earnings for companies in the Electronic Components industry have grown 17% 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 Market3.46%
Tech4.66%
Electronic Equipment and Components4.74%
Electronic Components5.42%
Technology Distributors8.04%
Electronic Equipment and Instruments3.96%
Electronic Manufacturing Services2.98%
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$147.9215.1%
+US$16.6b		273.4%PE79.6x
APH AmphenolUS$128.007.4%
+US$10.9b		110.2%PE36.8x
COHR CoherentUS$258.1617.5%
+US$7.5b		388.7%PE262.2x
LFUS LittelfuseUS$346.548.2%
+US$658.6m		116.5%PS3.6x
VSH Vishay IntertechnologyUS$18.5812.2%
+US$274.3m		59.9%PS0.8x

Latest News

GLW
US$147.92
Corning
7D
15.1%
1Y
273.4%
KN
US$25.87
Knowles
7D
5.2%
1Y
97.5%

KN: Lower Discount Rate And Buybacks Will Drive Future Upside

Analysts have adjusted their price target on Knowles to $31.00 from $30.00, citing updated assumptions around revenue growth, profit margins, discount rate, and future P/E as the key drivers of the change. What's in the News Completed share repurchase program first announced on February 24, 2020, with a total of 14,946,544 shares bought back for $271.5 million, representing 16.61% of shares (company filing).
BDC
US$115.05
Belden
7D
3.8%
1Y
28.2%
APH
US$128.00
Amphenol
7D
7.4%
1Y
110.2%

APH: AI Connectivity And CommScope Deal Will Likely Restrain Further Upside

Analysts have raised their average price targets on Amphenol by a wide margin to a range of $155 to $185, citing stronger expectations for growth in data center AI connectivity, the planned $10.5b CommScope CCS acquisition, and a more constructive view on connector demand into 2026. Analyst Commentary Recent research has generally leaned supportive, with several large firms increasing price targets on Amphenol and maintaining positive ratings tied to data center AI exposure and the planned CommScope Connectivity and Cable Solutions acquisition.
VSH
US$18.58
Vishay Intertechnology
7D
12.2%
1Y
59.9%
AIRG
US$5.44
Airgain
7D
-0.4%
1Y
55.4%

AIRG: Recent Bullish Coverage Will Support Earnings Execution And Upside Potential

Analysts have raised their Airgain price target to $6.13, highlighting a bullish outlook based on recent research support, including a positive initiation at Lake Street that underscores confidence in the company’s positioning and its earnings potential, which underlies this updated view. Analyst Commentary Bullish Takeaways Bullish analysts view the positive research coverage as support for the updated US$6.13 price target, suggesting current pricing already reflects some confidence in Airgain's earnings potential.
LWLG
US$7.66
Lightwave Logic
7D
16.2%
1Y
714.8%

LWLG is a high-risk, high-reward bet on whether a superior material can overcome the semiconductor industry’s resistance to change.

Lightwave Logic — Integrated Deep-Dive Summary 1) Core Thesis Lightwave Logic is developing electro-optic (EO) polymer modulators designed to replace or augment traditional silicon photonics components. The company is targeting a critical bottleneck in modern computing : The speed, power consumption, and efficiency of moving data (interconnects), not processing it.
COHR
US$258.16
Coherent
7D
17.5%
1Y
388.7%

COHR: Nvidia Optics Partnership And AI Demand Will Shape Future Risk Balance

Analysts have raised the fair value estimate for Coherent by about $11 to $284.25, citing higher assumed revenue growth, a richer future P/E multiple tied to expectations for stronger AI-driven optical demand, and recent price target increases across major research desks. Analyst Commentary Recent Street research around Coherent clusters around a stronger AI infrastructure story, larger optical market assumptions, and a series of higher price targets that feed directly into richer valuation frameworks.
LFUS
US$346.54
Littelfuse
7D
8.2%
1Y
116.5%

LFUS: AI And Defense Tailwinds Will Steady Returns After Recent Pullback

Analysts have raised their Littelfuse price target by $35 to $408, citing what they view as favorable underlying trends supported by AI and defense demand, even after the recent selloff. Analyst Commentary Recent research has focused on how Littelfuse could be positioned against themes such as AI related infrastructure and defense demand, especially after the recent share price pullback.
ROG
US$105.50
Rogers
7D
-0.5%
1Y
67.8%

ROG: Share Repurchases And Stable Margins Will Support Future Upside Potential

Analysts have kept their price target for Rogers steady at $124.33, citing only marginal tweaks to their discount rate, long term revenue growth, profit margin assumptions and future P/E expectations that leave their overall valuation view essentially unchanged. What's in the News Rogers issued earnings guidance for the first quarter of 2026, expecting net sales in a range of $193 million to $208 million, giving you a sense of the revenue level management is planning for in the near term (Key Developments).
GAUZ
US$0.76
Gauzy
7D
-0.3%
1Y
-90.6%