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U.S. Electronic Components Industry Analysis

UpdatedMar 29, 2026
DataAggregated Company Financials
Companies26
  • 7D1.6%
  • 3M13.0%
  • 1Y127.7%
  • YTDn/a

In the last week, the Electronic Components industry is up 1.6%, with Corning up 9.8%. In the last 12 months, the industry was up 127%. 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, 29 Mar 2026US$340.5bUS$55.7bUS$6.2b41x54.8x6.1x
Tue, 24 Feb 2026US$377.8bUS$55.7bUS$6.2b43.5x60.9x6.8x
Thu, 22 Jan 2026US$320.6bUS$52.3bUS$5.6b45x57.7x6.1x
Sat, 20 Dec 2025US$280.1bUS$52.3bUS$5.6b38.6x50.5x5.4x
Mon, 17 Nov 2025US$274.4bUS$52.4bUS$5.5b30.6x49.5x5.2x
Wed, 15 Oct 2025US$262.2bUS$49.0bUS$4.1b28.9x63.8x5.3x
Fri, 12 Sep 2025US$245.6bUS$49.0bUS$4.1b27.2x59.8x5x
Sun, 10 Aug 2025US$226.9bUS$48.8bUS$4.1b24.3x54.8x4.6x
Tue, 08 Jul 2025US$197.8bUS$46.0bUS$3.3b24.4x60.4x4.3x
Thu, 05 Jun 2025US$182.8bUS$46.1bUS$3.2b21.3x56.4x4x
Sat, 03 May 2025US$156.8bUS$45.7bUS$3.3b22.3x47.9x3.4x
Mon, 31 Mar 2025US$145.6bUS$43.6bUS$3.1b22.3x46.4x3.3x
Wed, 26 Feb 2025US$155.4bUS$43.6bUS$3.1b25.4x49.5x3.6x
Fri, 24 Jan 2025US$175.6bUS$43.0bUS$2.9b30.2x60.5x4.1x
Sun, 22 Dec 2024US$159.0bUS$42.0bUS$2.7b26.9x59.5x3.8x
Tue, 19 Nov 2024US$157.9bUS$42.0bUS$2.7b27.4x59x3.8x
Thu, 17 Oct 2024US$153.4bUS$40.8bUS$2.6b24.9x58.1x3.8x
Sat, 14 Sep 2024US$142.3bUS$40.8bUS$2.6b21.3x55.5x3.5x
Mon, 12 Aug 2024US$135.8bUS$40.8bUS$2.4b19.6x56x3.3x
Wed, 10 Jul 2024US$148.8bUS$40.4bUS$3.0b22.2x49.1x3.7x
Fri, 07 Jun 2024US$141.3bUS$40.7bUS$3.0b21x46.8x3.5x
Sun, 05 May 2024US$129.4bUS$40.8bUS$3.1b20.2x41.5x3.2x
Tue, 02 Apr 2024US$125.1bUS$40.9bUS$3.0b19.4x41.3x3.1x
Thu, 29 Feb 2024US$118.9bUS$41.0bUS$3.0b21.4x39.3x2.9x
Sat, 27 Jan 2024US$111.8bUS$41.9bUS$2.9b20.7x38.5x2.7x
Mon, 25 Dec 2023US$111.3bUS$41.8bUS$2.9b21.7x38.4x2.7x
Wed, 22 Nov 2023US$101.6bUS$41.8bUS$2.9b21x35.1x2.4x
Fri, 20 Oct 2023US$93.6bUS$42.7bUS$3.0b17.3x30.7x2.2x
Sun, 17 Sep 2023US$102.1bUS$42.7bUS$3.1b14.3x33.4x2.4x
Tue, 15 Aug 2023US$107.1bUS$42.4bUS$3.3b15.5x32.5x2.5x
Thu, 13 Jul 2023US$112.7bUS$43.0bUS$3.3b16x33.7x2.6x
Sat, 10 Jun 2023US$102.1bUS$43.0bUS$3.3b18.5x30.5x2.4x
Mon, 08 May 2023US$95.5bUS$42.4bUS$3.4b18.4x28x2.3x
Wed, 05 Apr 2023US$101.0bUS$42.9bUS$3.8b16.4x26.4x2.4x
Price to Earnings Ratio

26.4x


Total Market Cap: US$101.0bTotal 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 47x202420252026
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 54.6x which is higher than its 3-year average PE of 46.9x.
  • The 3-year average PS ratio of 3.7x is lower than the industry's current PS ratio of 6.1x.
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-1.89%
Tech-3.47%
Electronic Equipment and Components1.36%
Electronic Components1.63%
Electronic Manufacturing Services4.20%
Technology Distributors0.51%
Electronic Equipment and Instruments-1.77%
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$136.819.8%
+US$10.5b		198.3%PE73.6x
LFUS LittelfuseUS$333.273.9%
+US$316.9m		65.8%PS3.5x
ROG RogersUS$109.3310.9%
+US$192.5m		61.8%PS2.4x
KN KnowlesUS$25.445.1%
+US$106.1m		65.7%PE42.7x
LWLG Lightwave LogicUS$7.246.9%
+US$69.2m		502.9%PS4546.2x

Latest News

MPTI
US$69.03
M-tron Industries
7D
15.4%
1Y
60.4%
AMPG
US$1.80
AmpliTech Group
7D
-31.6%
1Y
19.2%
LWLG
US$7.24
Lightwave Logic
7D
6.9%
1Y
502.9%

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.
GLW
US$136.81
Corning
7D
9.8%
1Y
198.3%
COHR
US$243.48
Coherent
7D
-4.0%
1Y
270.4%

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.
VSH
US$17.02
Vishay Intertechnology
7D
2.2%
1Y
5.2%

VSH: Execution On Backlog And Cost Controls Will Shape Future Upside Potential

Analysts now see a modestly lower fair value for Vishay Intertechnology at $17.50 per share. Recent price target tweaks reflect small adjustments to the discount rate and P/E expectations rather than a major shift in the core outlook.
LFUS
US$333.27
Littelfuse
7D
3.9%
1Y
65.8%

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$109.33
Rogers
7D
10.9%
1Y
61.8%

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).
KN
US$25.44
Knowles
7D
5.1%
1Y
65.7%

KN: Ongoing Share Repurchases Will Support Future Earnings Stability

Analysts have raised their price target on Knowles from $26.50 to $28.50, citing updated assumptions around discount rate, revenue growth, profit margin and future P/E as the main factors behind this change. What's in the News From October 1, 2025 to December 31, 2025, Knowles repurchased 451,291 shares, or 0.53% of its outstanding stock, for $10 million under its ongoing buyback program (Key Developments).
APH
US$123.62
Amphenol
7D
-2.5%
1Y
85.6%

APH: AI Data Center Content And CCS Acquisition Will Support Future Margins

Analysts now set a slightly adjusted price target for Amphenol, with modest tweaks to the discount rate and long-term P/E assumptions, at around $165. This target is supported by recent research citing AI data center content, the CommScope Connectivity and Cable Solutions acquisition, and clearer visibility on the copper versus optics roadmap as key drivers in their updated views.
BDC
US$112.88
Belden
7D
0.5%
1Y
11.9%

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).
CPSH
US$3.60
CPS Technologies
7D
-3.7%
1Y
125.0%
ELTK
US$8.34
Eltek
7D
-7.1%
1Y
-1.7%
WETH
US$1.30
Wetouch Technology
7D
-3.0%
1Y
-11.0%
CCTG
US$0.40
CCSC Technology International Holdings
7D
-2.3%
1Y
-97.5%