Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Electronic Components Industry Analysis

UpdatedJun 09, 2026
DataAggregated Company Financials
Companies27
  • 7D3.1%
  • 3M25.6%
  • 1Y135.8%
  • YTDn/a

The Electronic Components industry is up 3.1% in the last week, with Corning up 6.1%. This means that the industry has gained 136% over the past year. As for the next few years, earnings are expected to grow by 31% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 09 Jun 2026US$432.6bUS$59.8bUS$6.9b58.1x62.9x7.2x
Thu, 07 May 2026US$405.0bUS$59.4bUS$6.7b52.6x60.8x6.8x
Sat, 04 Apr 2026US$358.9bUS$55.7bUS$6.2b41.1x57.8x6.4x
Mon, 02 Mar 2026US$382.4bUS$55.7bUS$6.2b42.7x61.6x6.9x
Wed, 28 Jan 2026US$327.4bUS$52.3bUS$5.6b46.7x59x6.3x
Fri, 26 Dec 2025US$295.7bUS$52.3bUS$5.6b39.4x53.3x5.7x
Sun, 23 Nov 2025US$269.2bUS$52.4bUS$5.5b40.1x48.6x5.1x
Tue, 21 Oct 2025US$268.2bUS$49.0bUS$4.1b31.2x65.3x5.5x
Thu, 18 Sep 2025US$249.0bUS$49.0bUS$4.1b26.4x60.7x5.1x
Sat, 16 Aug 2025US$224.9bUS$49.0bUS$4.1b25x54.8x4.6x
Mon, 14 Jul 2025US$196.2bUS$46.0bUS$3.3b24.9x59.9x4.3x
Wed, 11 Jun 2025US$185.3bUS$46.1bUS$3.2b21.9x57.2x4x
Fri, 09 May 2025US$161.7bUS$46.0bUS$3.4b29.1x48.1x3.5x
Sun, 06 Apr 2025US$125.5bUS$43.6bUS$3.1b19.6x40x2.9x
Tue, 04 Mar 2025US$152.5bUS$43.6bUS$3.1b24.5x48.5x3.5x
Thu, 30 Jan 2025US$157.2bUS$43.5bUS$3.2b32.1x49.6x3.6x
Sat, 28 Dec 2024US$161.6bUS$42.0bUS$2.7b27.4x60.4x3.8x
Mon, 25 Nov 2024US$166.3bUS$42.0bUS$2.7b31.1x62.2x4x
Wed, 23 Oct 2024US$155.3bUS$40.8bUS$2.6b24.1x58.8x3.8x
Fri, 20 Sep 2024US$144.2bUS$40.8bUS$2.6b22.8x56.3x3.5x
Sun, 18 Aug 2024US$144.0bUS$40.9bUS$2.6b21x56.2x3.5x
Tue, 16 Jul 2024US$154.6bUS$40.4bUS$3.0b21x51x3.8x
Thu, 13 Jun 2024US$141.4bUS$40.7bUS$3.0b21.3x46.8x3.5x
Sat, 11 May 2024US$133.1bUS$40.7bUS$3.0b18.7x43.9x3.3x
Mon, 08 Apr 2024US$125.0bUS$40.9bUS$3.0b19.4x41.3x3.1x
Wed, 06 Mar 2024US$123.8bUS$41.0bUS$3.0b21.3x40.9x3x
Fri, 02 Feb 2024US$113.9bUS$41.8bUS$2.8b20.8x40x2.7x
Sun, 31 Dec 2023US$111.1bUS$41.8bUS$2.9b21.5x38.4x2.7x
Tue, 28 Nov 2023US$101.4bUS$41.8bUS$2.9b20.6x35.1x2.4x
Thu, 26 Oct 2023US$91.5bUS$42.4bUS$3.0b16.9x30.5x2.2x
Sat, 23 Sep 2023US$100.1bUS$42.7bUS$3.1b14.1x32.7x2.3x
Mon, 21 Aug 2023US$103.2bUS$42.7bUS$3.1b15.5x33.8x2.4x
Wed, 19 Jul 2023US$109.9bUS$42.9bUS$3.3b16.1x32.8x2.6x
Fri, 16 Jun 2023US$105.5bUS$43.0bUS$3.3b17.8x31.5x2.5x
Price to Earnings Ratio

31.5x


Total Market Cap: US$105.5bTotal Earnings: US$3.3bTotal Revenue: US$43.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electronic Components Industry Price to Earnings3Y Average 49.3x202420252026
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 62.9x which is higher than its 3-year average PE of 49.3x.
  • The 3-year average PS ratio of 4.0x is lower than the industry's current PS ratio of 7.2x.
Past Earnings Growth
  • The earnings for companies in the Electronic Components industry have grown 27% per year over the last three years.
  • Revenues for these companies have grown 12% 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-2.73%
Tech-6.35%
Electronic Equipment and Components1.11%
Electronic Components3.11%
Electronic Manufacturing Services-0.10%
Technology Distributors-0.98%
Electronic Equipment and Instruments-1.26%
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$187.546.1%
+US$9.3b		268.5%PE89.2x
COHR CoherentUS$401.9310.8%
+US$7.6b		395.0%PE196.3x
BDC BeldenUS$108.154.7%
+US$190.8m		-3.7%PE17.8x
VSH Vishay IntertechnologyUS$57.222.2%
+US$167.4m		266.8%PE3418.8x
BELF.A Bel FuseUS$247.263.4%
+US$114.1m		259.4%PE63.9x

Latest News

KN
US$38.22
Knowles
7D
1.1%
1Y
118.6%
Narrative Update • Jun 07

KN: Strong Earnings And Free Cash Flow Reversal Will Shape Future Returns

Narrative Update on Knowles Analysts have kept Knowles' fair value estimate steady at $36.25, with only minor adjustments to inputs such as discount rate, revenue growth, profit margin, and future P/E assumptions that are used to support their unchanged price target rationale. What's in the News Q1 revenues rose 15.8% year on year and were 3.9% above analyst expectations, with non-GAAP diluted EPS meeting or exceeding the high end of the company's guided ranges.
BDC
US$108.15
Belden
7D
4.7%
1Y
-3.7%
APH
US$143.60
Amphenol
7D
-1.9%
1Y
54.5%
COHR
US$401.93
Coherent
7D
10.8%
1Y
395.0%
VSH
US$57.22
Vishay Intertechnology
7D
2.2%
1Y
266.8%
Narrative Update • Jun 05

VSH: Elevated Multiple Will Test Earnings Power As Demand Pull Forward Fades

Narrative Update on Vishay Intertechnology Analysts have lifted their price views on Vishay Intertechnology, with the modeled fair value moving from $17.50 to $34.00 as they factor in higher projected revenue growth, improved profit margins, and a lower expected future P/E, while also considering what they see as stretched valuation, rising raw material costs, and potential pull forward in demand. What's in the News Q1 2026 results: Revenue of US$839.2 million, up 17.3% year over year, with a return to profitability as net income reached US$7.16 million and adjusted EPS came in at US$0.05, ahead of analyst expectations.
LFUS
US$464.34
Littelfuse
7D
0.2%
1Y
108.5%
BELF.A
US$247.26
Bel Fuse
7D
3.4%
1Y
259.4%
Narrative Update • Jun 04

BELF.A: AI And Defense Exposure Will Support The Next Upside Phase

Narrative Update on Bel Fuse Bel Fuse's analyst price targets have moved higher by $33 to $55 per share, with analysts pointing to supportive AI and defense demand trends and recent tags like "Bullish Fresh Picks" as key reasons for their updated views. Analyst Commentary Recent research updates on Bel Fuse focus on how AI and defense demand could affect the company’s growth path and what that might imply for valuation and execution risk.
CPSH
US$7.75
CPS Technologies
7D
-18.0%
1Y
181.8%
AIRG
US$6.97
Airgain
7D
-1.8%
1Y
66.7%
GLW
US$187.54
Corning
7D
6.1%
1Y
268.5%
Narrative Update • Jun 02

GLW: AI Infrastructure Euphoria Will Likely Limit Future Share Upside

Corning's updated analyst narrative keeps fair value steady at $149.00 per share. A series of recent price target increases and its addition to a major "US 1 List" reflect analysts' focus on slightly higher modeled revenue growth, modestly stronger profit margins, and a marginally lower future P/E multiple.
ROG
US$140.92
Rogers
7D
-4.1%
1Y
103.6%
Narrative Update • Jun 01

ROG: New Leadership And Higher Margins Will Support Balanced Future Returns

Analysts have raised their price target for Rogers to $150 from about $124, citing updated assumptions for higher revenue growth, a wider profit margin and a lower future P/E multiple as the main factors behind the change. What's in the News Rogers Corporation appointed Ali El-Haj as permanent President and CEO and added him to the Board of Directors, effective immediately, after serving as Interim CEO since July 2025.
AMPG
US$6.57
AmpliTech Group
7D
27.6%
1Y
197.3%
Narrative Update • May 31

AMPG: Revised Assumptions And 2026 Outlook Will Support Future Upside

Analysts have trimmed their price target on AmpliTech Group by $2 to reflect updated views on discount rates, revenue growth, profit margins and future P/E assumptions. Analyst Commentary Recent research indicates that the lower price target is tied to refreshed views on discount rates, revenue growth, profit margins and future P/E assumptions for AmpliTech Group.
LWLG
US$10.30
Lightwave Logic
7D
-6.5%
1Y
772.9%
Narrative Update • May 22

Can Lightwave Logic Become the NVIDIA of Optical Interconnect Materials?

Lightwave Logic (LWLG) — 2030 Investment Thesis Overview LWLG is developing electro-optic polymer technology designed to improve the speed, power efficiency, and scalability of optical interconnects used in AI infrastructure, hyperscale data centers, telecommunications, and silicon photonics platforms. The company’s Perkinamine polymer platform aims to address critical bottlenecks emerging from exponential AI data growth and increasing bandwidth demands across next-generation computing architectures.
ELTK
US$9.11
Eltek
7D
-3.8%
1Y
-8.4%
LGL
US$6.89
LGL Group
7D
-3.1%
1Y
4.4%
GAUZ
US$0.60
Gauzy
7D
-14.9%
1Y
-93.0%