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U.S. Electronic Components Industry Analysis

UpdatedDec 28, 2025
DataAggregated Company Financials
Companies27
  • 7D1.8%
  • 3M16.5%
  • 1Y82.8%
  • YTDn/a

The Electronic Components industry is up 1.8% in the last week, with Amphenol up 1.6%. This takes the industry's 12 month performance to a gain of 83%. Earnings are forecast to grow by 24% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
Sat, 11 Mar 2023US$98.1bUS$42.9bUS$3.8b16.9x25.6x2.3x
Mon, 06 Feb 2023US$104.6bUS$42.4bUS$4.1b18.5x25.8x2.5x
Wed, 04 Jan 2023US$94.8bUS$42.4bUS$4.5b15x21.2x2.2x
Price to Earnings Ratio

21.2x


Total Market Cap: US$94.8bTotal Earnings: US$4.5bTotal Revenue: US$42.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electronic Components Industry Price to Earnings3Y Average 44.3x20242025
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 53.1x which is higher than its 3-year average PE of 44.3x.
  • The 3-year average PS ratio of 3.3x is lower than the industry's current PS ratio of 5.6x.
Past Earnings Growth
  • The earnings for companies in the Electronic Components industry have grown 7.4% per year over the last three years.
  • Revenues for these companies have grown 7.2% 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 Market1.25%
Tech1.60%
Electronic Equipment and Components1.14%
Electronic Components1.84%
Electronic Manufacturing Services1.18%
Electronic Equipment and Instruments0.25%
Technology Distributors-0.088%
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
APH AmphenolUS$137.431.6%
+US$2.6b		94.3%PE44x
GLW CorningUS$89.571.9%
+US$1.5b		87.5%PE56.2x
COHR CoherentUS$191.723.2%
+US$925.6m		97.7%PE254.8x
LFUS LittelfuseUS$262.112.8%
+US$177.1m		10.6%PE55x
BELF.A Bel FuseUS$157.392.9%
+US$56.8m		78.2%PE30.6x

Latest News

CCTG
US$0.13
CCSC Technology International Holdings
7D
-32.7%
1Y
-92.1%
COHR
US$191.72
Coherent
7D
3.2%
1Y
97.7%

COHR: AI Optical Demand Will Drive Capacity Utilization Amid Auto And China Headwinds

The analyst price target for Coherent has been nudged higher, with our fair value estimate rising about 2 percent to approximately $178 per share as analysts factor in the recent wave of target increases tied to stronger than expected earnings, AI driven optical demand, and improving confidence in the company’s capacity expansion. Analyst Commentary Bullish analysts are largely aligned that Coherent is entering a period of stronger execution, with price targets moving higher as earnings outpace expectations and guidance points to sustained demand from AI and cloud customers.
KN
US$21.90
Knowles
7D
-0.9%
1Y
9.6%

KN: Higher Revenue Outlook And Buybacks Will Shape Balanced Future Prospects

Analysts have raised their price target on Knowles from approximately 18 dollars to 23 dollars per share. This reflects higher expectations for revenue growth, despite more conservative assumptions on profit margins and valuation multiples.
WETH
US$1.49
Wetouch Technology
7D
-3.2%
1Y
-9.1%

Little Excitement Around Wetouch Technology Inc.'s (NASDAQ:WETH) Earnings As Shares Take 26% Pounding

Dec 23
Little Excitement Around Wetouch Technology Inc.'s (NASDAQ:WETH) Earnings As Shares Take 26% Pounding
AMPG
US$2.91
AmpliTech Group
7D
-5.2%
1Y
-49.0%

AMPG: New Wireless Contracts Will Drive Strong Future Revenue Upside Potential

Analysts have slightly raised their price target on AmpliTech Group to align with an updated fair value estimate of $9.00 per share, reflecting modest tweaks to the discount rate and earnings multiple assumptions. What's in the News Breakthrough 64T64R CAT B Massive MIMO O RAN radio successfully completed initial lab testing at the O RAN Global PlugFest Fall 2025, making AmpliTech the first U S company to bring a commercial grade 64T64R radio into formal O RAN testing (company announcement) Formal release of new Band 50 n50 5G Open RAN radios targeting large scale fixed wireless access deployments, with production shipments beginning in December 2025 under an LOI that has expanded from $78 million to slightly over $100 million in anticipated revenues (company announcement) Raised 2025 revenue guidance to at least $25 million, implying roughly 160 percent year over year growth versus 2024, and projecting at least $50 million in revenue for 2026, roughly doubling the updated 2025 outlook (company guidance) Announced a $32 million composite units rights offering, consisting of 8,000,000 equity derivative units priced at $4 per unit with a stated per security discount (company filing) Outlined a long term framework for continued expansion through 2030, targeting 25 percent to 30 percent annual revenue growth, led by its AGTGSS segment (company guidance) Valuation Changes Fair Value Estimate reaffirmed at $9.00 per share, with no change in the modeled intrinsic value.
GLW
US$89.57
Corning
7D
1.9%
1Y
87.5%
APH
US$137.43
Amphenol
7D
1.6%
1Y
94.3%

APH: AI Connectivity Demand Will Support Margins And Sustained Earnings Outperformance

The Analyst Price Target for Amphenol has inched higher to approximately $149 per share from about $148 per share, as analysts point to sustained earnings beats, improving margin outlooks and rising end market demand across autos, hyperscale data centers and broader connectivity applications. Analyst Commentary Bullish analysts have broadly raised their price targets on Amphenol following a string of earnings beats and constructive guidance, highlighting both cyclical recovery and structural growth drivers across key end markets.
VSH
US$15.01
Vishay Intertechnology
7D
0.9%
1Y
-14.1%
LFUS
US$262.11
Littelfuse
7D
2.8%
1Y
10.6%
LWLG
US$3.30
Lightwave Logic
7D
10.4%
1Y
61.0%
AIRG
US$4.00
Airgain
7D
-0.5%
1Y
-44.1%

AIRG: Consumer Broadband Strength Will Drive Upside Despite Core Business Headwinds

Analysts have modestly lowered their price target on Airgain to $7 from $8, reflecting a mixed Q3 report and expectations that moderating but still resilient Consumer Broadband strength will be partially offset by weaker trends across the company’s core businesses. Analyst Commentary Analysts are reassessing Airgain’s risk and reward profile following the mixed Q3 update, with the modest price target cut indicating tempered expectations rather than a fundamental shift in the long-term thesis.
BDC
US$118.37
Belden
7D
0.5%
1Y
4.3%
MPTI
US$51.20
M-tron Industries
7D
-2.8%
1Y
1.1%
CPSH
US$3.21
CPS Technologies
7D
-0.6%
1Y
98.1%

Investors Continue Waiting On Sidelines For CPS Technologies Corporation (NASDAQ:CPSH)

Dec 10
Investors Continue Waiting On Sidelines For CPS Technologies Corporation (NASDAQ:CPSH)
ELTK
US$8.60
Eltek
7D
-3.4%
1Y
-22.1%

Little Excitement Around Eltek Ltd.'s (NASDAQ:ELTK) Revenues As Shares Take 25% Pounding

Nov 28
Little Excitement Around Eltek Ltd.'s (NASDAQ:ELTK) Revenues As Shares Take 25% Pounding
BELF.A
US$157.39
Bel Fuse
7D
2.9%
1Y
78.2%