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U.S. Electronic Components Industry Analysis

UpdatedMar 22, 2026
DataAggregated Company Financials
Companies25
  • 7D-3.2%
  • 3M12.0%
  • 1Y119.2%
  • YTDn/a

Over the last 7 days, the Electronic Components industry has dropped 3.1%, driven by Amphenol declining 5.4%. In the past year, the industry has gained 120%. 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
Sun, 22 Mar 2026US$335.0bUS$55.7bUS$6.2b39.9x54x6x
Tue, 17 Feb 2026US$361.3bUS$55.6bUS$6.2b42.2x58.2x6.5x
Thu, 15 Jan 2026US$313.1bUS$52.3bUS$5.6b41.1x56.4x6x
Sat, 13 Dec 2025US$304.6bUS$52.3bUS$5.6b37.9x54.9x5.8x
Mon, 10 Nov 2025US$287.3bUS$52.4bUS$5.5b35.6x51.8x5.5x
Wed, 08 Oct 2025US$261.6bUS$49.0bUS$4.1b28.2x63.7x5.3x
Fri, 05 Sep 2025US$227.6bUS$49.0bUS$4.1b26.4x55.5x4.6x
Sun, 03 Aug 2025US$214.9bUS$48.8bUS$4.2b23.7x51.6x4.4x
Tue, 01 Jul 2025US$193.2bUS$46.1bUS$3.2b24.6x59.7x4.2x
Thu, 29 May 2025US$178.2bUS$46.1bUS$3.2b21x55x3.9x
Sat, 26 Apr 2025US$153.8bUS$45.2bUS$3.3b21.9x46.2x3.4x
Mon, 24 Mar 2025US$148.7bUS$43.6bUS$3.1b22.3x47.4x3.4x
Wed, 19 Feb 2025US$160.3bUS$43.6bUS$3.2b23.7x50.5x3.7x
Fri, 17 Jan 2025US$160.5bUS$42.0bUS$2.7b28.5x60.1x3.8x
Sun, 15 Dec 2024US$165.6bUS$42.0bUS$2.7b31.1x61.9x3.9x
Tue, 12 Nov 2024US$167.7bUS$42.0bUS$2.7b31.8x63x4x
Thu, 10 Oct 2024US$149.8bUS$40.8bUS$2.6b24.5x56.7x3.7x
Sat, 07 Sep 2024US$135.2bUS$40.8bUS$2.6b20.6x52.8x3.3x
Mon, 05 Aug 2024US$132.0bUS$40.8bUS$2.6b20.7x51.2x3.2x
Wed, 03 Jul 2024US$143.5bUS$40.4bUS$3.0b20.6x47.4x3.6x
Fri, 31 May 2024US$139.6bUS$40.7bUS$3.0b22x46.2x3.4x
Sun, 28 Apr 2024US$125.2bUS$41.1bUS$3.1b19.3x39.8x3x
Tue, 26 Mar 2024US$124.1bUS$40.9bUS$3.0b19.3x41x3x
Thu, 22 Feb 2024US$117.1bUS$41.0bUS$3.1b21.2x38.1x2.9x
Sat, 20 Jan 2024US$108.8bUS$41.8bUS$2.9b20.5x37.5x2.6x
Mon, 18 Dec 2023US$111.0bUS$41.8bUS$2.9b20.8x38.3x2.7x
Wed, 15 Nov 2023US$97.5bUS$41.8bUS$2.9b23.2x33.7x2.3x
Fri, 13 Oct 2023US$99.6bUS$42.7bUS$3.0b17.5x32.7x2.3x
Sun, 10 Sep 2023US$102.4bUS$42.7bUS$3.1b14.9x33.5x2.4x
Tue, 08 Aug 2023US$109.1bUS$42.4bUS$3.3b15.1x32.9x2.6x
Thu, 06 Jul 2023US$109.9bUS$43.0bUS$3.3b15.9x32.9x2.6x
Sat, 03 Jun 2023US$100.2bUS$43.0bUS$3.3b19x29.9x2.3x
Mon, 01 May 2023US$96.5bUS$42.4bUS$3.4b16.9x28.2x2.3x
Wed, 29 Mar 2023US$98.7bUS$42.9bUS$3.8b17x25.8x2.3x
Price to Earnings Ratio

25.8x


Total Market Cap: US$98.7bTotal 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 46.8x202420252026
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 56.7x which is higher than its 3-year average PE of 46.8x.
  • The 3-year average PS ratio of 3.6x is lower than the industry's current PS ratio of 6.3x.
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-1.83%
Tech-1.68%
Electronic Equipment and Components-1.91%
Electronic Components-3.19%
Technology Distributors-0.30%
Electronic Manufacturing Services-0.60%
Electronic Equipment and Instruments-0.97%
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$253.634.5%
+US$2.1b		271.7%PE257.6x
BELF.A Bel FuseUS$189.605.1%
+US$117.0m		160.0%PE39.1x
AIRG AirgainUS$4.7718.7%
+US$9.2m		19.5%PS1.1x
GAUZ GauzyUS$0.7343.1%
+US$4.1m		-92.3%PS0.1x
AMPG AmpliTech GroupUS$2.632.7%
+US$1.8m		57.5%PS2.9x

Latest News

COHR
US$253.63
Coherent
7D
4.5%
1Y
271.7%
LWLG
US$6.77
Lightwave Logic
7D
-11.0%
1Y
551.0%
GAUZ
US$0.73
Gauzy
7D
43.1%
1Y
-92.3%
GLW
US$124.58
Corning
7D
-3.5%
1Y
156.7%

GLW: AI Data Center Fiber Deals Will Drive Long Term Scale Out

Corning's analyst fair value estimate has been revised to $171 from $84, as analysts factor in higher projected revenue growth, stronger profit margins, and a richer future P/E, supported by Street research highlighting expanding optical and AI data center opportunities and larger long term scale out revenue estimates. Analyst Commentary Recent Street research around Corning is skewed toward upbeat revisions, with a wave of higher price targets and constructive commentary on long term growth drivers in optical and AI data center markets.
VSH
US$16.65
Vishay Intertechnology
7D
-3.4%
1Y
-1.2%
APH
US$126.74
Amphenol
7D
-5.4%
1Y
90.3%

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.
AIRG
US$4.77
Airgain
7D
18.7%
1Y
19.5%

AIRG: Recent IoT Wins And 5G Home Platform Deals Will Support Upside

Analysts have nudged their Airgain price target to $6.13, citing their recent bullish views and updated assumptions around discount rates, growth, margins, and future P/E multiples. Analyst Commentary Bullish Takeaways Bullish analysts see the updated US$6.13 target as better aligned with their assumptions around discount rates and future P/E multiples, suggesting the current valuation reflects their constructive stance on execution risk.
BELF.A
US$189.60
Bel Fuse
7D
5.1%
1Y
160.0%
BDC
US$112.37
Belden
7D
-1.9%
1Y
10.4%

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$320.65
Littelfuse
7D
-1.7%
1Y
52.8%
KN
US$24.20
Knowles
7D
-2.2%
1Y
51.5%
ROG
US$98.58
Rogers
7D
-3.8%
1Y
36.5%

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$2.63
AmpliTech Group
7D
2.7%
1Y
57.5%

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).