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U.S. Electronic Components Industry Analysis

UpdatedJan 17, 2026
DataAggregated Company Financials
Companies26
  • 7D9.7%
  • 3M22.1%
  • 1Y99.1%
  • YTDn/a

The Electronic Components industry is up 12% in the last week, with Amphenol up 10%. Meanwhile, Gauzy actually underperformed within the industry, shrinking 12% in the last week. This takes the industry's 12 month performance to a gain of 100%. 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
Sat, 17 Jan 2026US$324.6bUS$52.3bUS$5.6b43.8x58.5x6.2x
Mon, 15 Dec 2025US$282.2bUS$52.3bUS$5.6b37.9x50.8x5.4x
Wed, 12 Nov 2025US$297.9bUS$52.4bUS$5.5b35.8x53.8x5.7x
Fri, 10 Oct 2025US$266.2bUS$49.0bUS$4.1b28.7x64.8x5.4x
Sun, 07 Sep 2025US$232.0bUS$49.0bUS$4.1b26.8x56.5x4.7x
Tue, 05 Aug 2025US$214.9bUS$48.8bUS$4.2b24.1x51.6x4.4x
Thu, 03 Jul 2025US$193.7bUS$46.0bUS$3.3b24.7x59.1x4.2x
Sat, 31 May 2025US$178.4bUS$46.1bUS$3.2b20.3x55.1x3.9x
Mon, 28 Apr 2025US$153.9bUS$45.2bUS$3.3b21.9x46.2x3.4x
Wed, 26 Mar 2025US$155.0bUS$43.6bUS$3.1b23.3x49.4x3.6x
Fri, 21 Feb 2025US$161.8bUS$43.6bUS$3.1b25.6x51.5x3.7x
Sun, 19 Jan 2025US$159.9bUS$42.0bUS$2.7b29.1x59.9x3.8x
Tue, 17 Dec 2024US$165.6bUS$42.0bUS$2.7b30.9x61.9x3.9x
Thu, 14 Nov 2024US$163.5bUS$42.0bUS$2.7b30.9x61.1x3.9x
Sat, 12 Oct 2024US$151.4bUS$40.8bUS$2.6b24.9x57.3x3.7x
Mon, 09 Sep 2024US$135.2bUS$40.8bUS$2.6b20.6x52.8x3.3x
Wed, 07 Aug 2024US$129.0bUS$40.8bUS$2.6b20.1x50.1x3.2x
Fri, 05 Jul 2024US$144.1bUS$40.4bUS$3.0b22.2x47.6x3.6x
Sun, 02 Jun 2024US$139.1bUS$40.7bUS$3.0b21.3x46.1x3.4x
Tue, 30 Apr 2024US$125.2bUS$41.1bUS$3.1b19.6x39.8x3x
Thu, 28 Mar 2024US$125.1bUS$40.9bUS$3.0b19.7x41.3x3.1x
Sat, 24 Feb 2024US$119.0bUS$41.0bUS$3.0b21.5x39.3x2.9x
Mon, 22 Jan 2024US$109.2bUS$41.8bUS$2.9b20.5x37.7x2.6x
Wed, 20 Dec 2023US$110.9bUS$41.8bUS$2.9b21.4x38.3x2.7x
Fri, 17 Nov 2023US$101.0bUS$41.8bUS$2.9b22.7x34.9x2.4x
Sun, 15 Oct 2023US$94.9bUS$42.7bUS$3.0b17.3x31.1x2.2x
Tue, 12 Sep 2023US$102.3bUS$42.7bUS$3.1b14.9x33.5x2.4x
Thu, 10 Aug 2023US$107.9bUS$42.4bUS$3.3b16.2x32.6x2.5x
Sat, 08 Jul 2023US$110.1bUS$43.0bUS$3.3b15.9x32.9x2.6x
Mon, 05 Jun 2023US$100.2bUS$43.0bUS$3.3b19x29.9x2.3x
Wed, 03 May 2023US$95.6bUS$42.4bUS$3.4b17x28x2.3x
Fri, 31 Mar 2023US$102.2bUS$42.9bUS$3.8b17.1x26.7x2.4x
Sun, 26 Feb 2023US$99.5bUS$42.9bUS$3.8b17.3x26.3x2.3x
Tue, 24 Jan 2023US$102.6bUS$42.4bUS$4.5b16.9x22.9x2.4x
Price to Earnings Ratio

22.9x


Total Market Cap: US$102.6bTotal 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 44.9x202420252026
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 55.8x which is higher than its 3-year average PE of 44.9x.
  • The 3-year average PS ratio of 3.4x is lower than the industry's current PS ratio of 5.9x.
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 Market-0.34%
Tech-0.71%
Electronic Equipment and Components7.17%
Electronic Components9.67%
Electronic Manufacturing Services8.59%
Electronic Equipment and Instruments3.07%
Technology Distributors0.24%
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$154.3910.2%
+US$17.4b		122.4%PE49.5x
GLW CorningUS$94.2010.5%
+US$7.7b		89.0%PE59.1x
COHR CoherentUS$191.047.3%
+US$2.2b		94.4%PE275.8x
LFUS LittelfuseUS$297.286.8%
+US$470.4m		27.5%PE62.4x
VSH Vishay IntertechnologyUS$18.2913.0%
+US$284.7m		10.8%PS0.8x

Latest News

KN
US$24.58
Knowles
7D
6.3%
1Y
20.7%
COHR
US$191.04
Coherent
7D
7.3%
1Y
94.4%
BELF.A
US$182.73
Bel Fuse
7D
8.7%
1Y
104.4%
LFUS
US$297.28
Littelfuse
7D
6.8%
1Y
27.5%
APH
US$154.39
Amphenol
7D
10.2%
1Y
122.4%

Bullish: Analysts Just Made A Decent Upgrade To Their Amphenol Corporation (NYSE:APH) Forecasts

Jan 14
Bullish: Analysts Just Made A Decent Upgrade To Their Amphenol Corporation (NYSE:APH) Forecasts
MPTI
US$64.61
M-tron Industries
7D
-0.2%
1Y
16.6%
WETH
US$1.78
Wetouch Technology
7D
-6.3%
1Y
7.2%
VSH
US$18.29
Vishay Intertechnology
7D
13.0%
1Y
10.8%
BDC
US$116.03
Belden
7D
1.7%
1Y
-1.1%
GLW
US$94.20
Corning
7D
10.5%
1Y
89.0%

GLW: Optical And Solar Execution Risks May Undermine AI Fiber Hopes

Analysts have nudged their fair value estimate for Corning higher from US$69.53 to US$71.59, reflecting recent price target increases that cite stronger contributions from Display, Specialty Materials, polysilicon related revenue and data center focused fiber demand, even as Optical remains a key focus for the current P/E multiple. Analyst Commentary Recent Street commentary on Corning clusters around a similar theme, with higher price targets tied to specific business drivers and a close watch on how those drivers affect the current P/E multiple.
CCTG
US$0.11
CCSC Technology International Holdings
7D
-18.1%
1Y
-93.4%

Investors Don't See Light At End Of CCSC Technology International Holdings Limited's (NASDAQ:CCTG) Tunnel And Push Stock Down 29%

Jan 03
Investors Don't See Light At End Of CCSC Technology International Holdings Limited's (NASDAQ:CCTG) Tunnel And Push Stock Down 29%
GAUZ
US$0.90
Gauzy
7D
-8.2%
1Y
-91.7%