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U.S. Electronic Components Industry Analysis

UpdatedJan 24, 2026
DataAggregated Company Financials
Companies26
  • 7D-1.3%
  • 3M13.8%
  • 1Y80.9%
  • YTDn/a

Over the last 7 days, the Electronic Components industry has dropped 1.3%, driven by a pullback from Amphenol of 2.2%. In the past year, the industry has gained 81%. Earnings are forecast to grow by 25% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 25 Jan 2026US$324.5bUS$52.3bUS$5.6b45.3x58.4x6.2x
Tue, 23 Dec 2025US$289.8bUS$52.3bUS$5.6b38.9x52.2x5.5x
Thu, 20 Nov 2025US$270.4bUS$52.4bUS$5.5b40.9x48.8x5.2x
Sat, 18 Oct 2025US$268.1bUS$49.0bUS$4.1b30.7x65.3x5.5x
Mon, 15 Sep 2025US$246.9bUS$49.0bUS$4.1b26.2x60.1x5x
Wed, 13 Aug 2025US$225.5bUS$48.8bUS$4.1b23.7x54.4x4.6x
Fri, 11 Jul 2025US$196.0bUS$46.0bUS$3.3b25.3x59.8x4.3x
Sun, 08 Jun 2025US$185.1bUS$46.1bUS$3.2b21.9x57.1x4x
Tue, 06 May 2025US$162.8bUS$45.7bUS$3.3b21.3x49.7x3.6x
Thu, 03 Apr 2025US$144.0bUS$43.6bUS$3.1b22.7x45.9x3.3x
Sat, 01 Mar 2025US$150.0bUS$43.6bUS$3.1b25x47.7x3.4x
Mon, 27 Jan 2025US$173.7bUS$43.0bUS$2.9b30.1x59.9x4x
Wed, 25 Dec 2024US$161.5bUS$42.0bUS$2.7b27.5x60.4x3.8x
Fri, 22 Nov 2024US$160.3bUS$42.0bUS$2.7b30.4x59.9x3.8x
Sun, 20 Oct 2024US$155.9bUS$40.8bUS$2.6b24.8x59x3.8x
Tue, 17 Sep 2024US$143.1bUS$40.8bUS$2.6b21.4x55.9x3.5x
Thu, 15 Aug 2024US$140.5bUS$40.8bUS$2.4b22.4x57.9x3.4x
Sat, 13 Jul 2024US$153.1bUS$40.4bUS$3.0b21.3x50.5x3.8x
Mon, 10 Jun 2024US$138.7bUS$40.7bUS$3.0b20.8x45.9x3.4x
Wed, 08 May 2024US$130.7bUS$40.8bUS$3.1b21.3x42x3.2x
Fri, 05 Apr 2024US$124.3bUS$40.9bUS$3.0b19.6x41x3x
Sun, 03 Mar 2024US$121.8bUS$41.0bUS$3.0b21.7x40.2x3x
Tue, 30 Jan 2024US$111.6bUS$41.9bUS$2.9b20.6x38.4x2.7x
Thu, 28 Dec 2023US$112.0bUS$41.8bUS$2.9b21.8x38.7x2.7x
Sat, 25 Nov 2023US$101.4bUS$41.8bUS$2.9b20.7x35.1x2.4x
Mon, 23 Oct 2023US$92.5bUS$42.7bUS$3.0b17.2x30.4x2.2x
Wed, 20 Sep 2023US$103.0bUS$42.7bUS$3.1b14.3x33.7x2.4x
Fri, 18 Aug 2023US$103.2bUS$42.7bUS$3.1b15.3x33.8x2.4x
Sun, 16 Jul 2023US$110.7bUS$43.0bUS$3.3b15.9x33.1x2.6x
Tue, 13 Jun 2023US$103.3bUS$43.0bUS$3.3b17.9x30.9x2.4x
Thu, 11 May 2023US$95.2bUS$42.8bUS$3.3b18.3x28.4x2.2x
Sat, 08 Apr 2023US$98.3bUS$42.9bUS$3.8b16.5x25.7x2.3x
Mon, 06 Mar 2023US$103.0bUS$42.9bUS$3.8b17.7x26.9x2.4x
Wed, 01 Feb 2023US$102.2bUS$42.7bUS$4.5b16.9x22.5x2.4x
Price to Earnings Ratio

22.5x


Total Market Cap: US$102.2bTotal Earnings: US$4.5bTotal Revenue: US$42.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electronic Components Industry Price to Earnings3Y Average 45.2x202420252026
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 58.4x which is higher than its 3-year average PE of 45.1x.
  • The 3-year average PS ratio of 3.4x 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 7.0% per year over the last three years.
  • Revenues for these companies have grown 7.1% 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-0.39%
Tech-0.96%
Electronic Equipment and Components-1.98%
Electronic Components-1.33%
Electronic Equipment and Instruments-0.53%
Technology Distributors-1.57%
Electronic Manufacturing Services-4.58%
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
COHR CoherentUS$196.943.1%
+US$1.0b		96.3%PE284.3x
VSH Vishay IntertechnologyUS$18.450.9%
+US$21.7m		9.4%PS0.8x
AMPG AmpliTech GroupUS$4.1413.7%
+US$11.5m		114.5%PS4.2x
AIRG AirgainUS$4.557.6%
+US$3.8m		-43.3%PS1x
LGL LGL GroupUS$7.0510.5%
+US$3.7m		1.3%PE42.2x

Latest News

AIRG
US$4.55
Airgain
7D
7.6%
1Y
-43.3%
COHR
US$196.94
Coherent
7D
3.1%
1Y
96.3%
KN
US$23.94
Knowles
7D
-2.6%
1Y
20.0%

KN: Higher Long Term Outlook And P/E Multiple Will Drive Upside

Analysts have raised their price target on Knowles from US$25.00 to US$30.00, citing updated assumptions about revenue growth, profit margins and a higher future P/E multiple. Valuation Changes Fair Value: Target fair value has been raised from US$25.00 to US$30.00, representing a sizeable increase in the implied share valuation.
VSH
US$18.45
Vishay Intertechnology
7D
0.9%
1Y
9.4%
BDC
US$115.26
Belden
7D
-0.7%
1Y
-4.7%
GLW
US$93.30
Corning
7D
-1.0%
1Y
72.0%

GLW: Optical And Solar Execution Risks May Delay AI Fiber Payoff

Analysts at several firms have raised their Corning price targets by $7 to $25, citing stronger end-demand expectations in Optical and Solar, incremental Polysilicon and Fiber revenue contributions, and constructive views on connector exposure into 2026 as key reasons for their higher fair value assessments. Analyst Commentary Recent research has centered on how Corning is executing across Optical, Solar, Display, Specialty Materials, and Hemlock, and what that might mean for the share price over the next couple of years.
APH
US$150.99
Amphenol
7D
-2.2%
1Y
95.6%

APH: Future P E Compression Will Likely Cap Post Acquisition Share Upside

Analysts lifted their fair value estimate for Amphenol by about US$1.88 to US$123.77 as they factor in higher modeled revenue growth, slightly stronger profit margins, a modestly higher discount rate, and a lower future P/E. This reflects recent price target increases tied to the CommScope Connectivity and Cable Solutions acquisition and expected content gains across key end markets.
AMPG
US$4.14
AmpliTech Group
7D
13.7%
1Y
114.5%

AMPG: 5G Open RAN Progress And New Contracts Will Support Upside

Analysts have kept their fair value estimate for AmpliTech Group steady at US$9.00, with only minor tweaks to the discount rate, revenue growth outlook, profit margin assumptions and future P/E input supporting a largely unchanged price target narrative. What's in the News AmpliTech’s 5G Open RAN 64T64R Massive MIMO radio completed the O-RAN ALLIANCE Certification and Badging Program at an authorized OTIC, confirming conformance with O-RAN technical specifications for key interfaces and operational behaviors used in commercial and private 5G deployments.
BELF.A
US$180.98
Bel Fuse
7D
-1.0%
1Y
107.3%

Investors Appear Satisfied With Bel Fuse Inc.'s (NASDAQ:BELF.A) Prospects As Shares Rocket 28%

Jan 17
Investors Appear Satisfied With Bel Fuse Inc.'s (NASDAQ:BELF.A) Prospects As Shares Rocket 28%
LFUS
US$290.35
Littelfuse
7D
-2.3%
1Y
23.5%
ROG
US$94.90
Rogers
7D
-4.2%
1Y
-5.0%

ROG: Buybacks And Q4 Guidance Will Support A Steady Forward Outlook

Analysts have kept their price target for Rogers steady at US$96.67, citing only marginal adjustments to their discount rate, revenue growth outlook, profit margin assumptions, and expected future P/E multiple as the basis for maintaining their view. What's in the News Rogers updated its share buyback activity, reporting repurchases of 137,879 shares from July 1, 2025 to September 30, 2025, representing 0.76% of shares for US$10 million under the existing program (Key Developments).
LWLG
US$3.91
Lightwave Logic
7D
-14.8%
1Y
98.5%
LGL
US$7.05
LGL Group
7D
10.5%
1Y
1.3%
CPSH
US$5.54
CPS Technologies
7D
2.0%
1Y
178.4%

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

Dec 10
Investors Continue Waiting On Sidelines For CPS Technologies Corporation (NASDAQ:CPSH)
GAUZ
US$1.09
Gauzy
7D
21.1%
1Y
-90.8%