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U.S. Electronic Components Industry Analysis

UpdatedMar 08, 2026
DataAggregated Company Financials
Companies26
  • 7D-12.6%
  • 3M10.4%
  • 1Y129.5%
  • YTDn/a

Over the last 7 days, the Electronic Components industry has dropped 13%, driven by Corning declining 18%. In the past year, the industry has gained 129%. 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
Mon, 09 Mar 2026US$336.0bUS$55.7bUS$6.2b39.7x54.1x6x
Wed, 04 Feb 2026US$332.5bUS$55.2bUS$6.0b42.2x55x6x
Fri, 02 Jan 2026US$291.4bUS$52.3bUS$5.6b38.9x52.5x5.6x
Sun, 30 Nov 2025US$289.6bUS$52.4bUS$5.5b40x52.3x5.5x
Tue, 28 Oct 2025US$279.0bUS$51.2bUS$4.8b34.6x58.7x5.4x
Thu, 25 Sep 2025US$259.8bUS$49.0bUS$4.1b32.3x63.3x5.3x
Sat, 23 Aug 2025US$220.6bUS$49.0bUS$4.1b26.7x53.8x4.5x
Mon, 21 Jul 2025US$204.8bUS$46.0bUS$3.3b25.3x62.5x4.5x
Wed, 18 Jun 2025US$185.7bUS$46.1bUS$3.2b21.9x57.3x4x
Fri, 16 May 2025US$172.8bUS$46.0bUS$3.3b21.2x52.7x3.8x
Sun, 13 Apr 2025US$136.1bUS$43.6bUS$3.1b20.1x43.4x3.1x
Tue, 11 Mar 2025US$142.5bUS$43.6bUS$3.1b23.6x45.3x3.3x
Thu, 06 Feb 2025US$157.8bUS$43.4bUS$3.1b34x51.7x3.6x
Sat, 04 Jan 2025US$157.0bUS$42.0bUS$2.7b28.7x58.8x3.7x
Mon, 02 Dec 2024US$164.2bUS$42.0bUS$2.7b31.4x61.4x3.9x
Wed, 30 Oct 2024US$157.1bUS$41.8bUS$2.7b27.5x58.8x3.8x
Fri, 27 Sep 2024US$149.8bUS$40.8bUS$2.6b22.4x58.5x3.7x
Sun, 25 Aug 2024US$148.7bUS$40.9bUS$2.6b22.1x58.1x3.6x
Tue, 23 Jul 2024US$145.3bUS$40.4bUS$3.0b21x48x3.6x
Thu, 20 Jun 2024US$148.5bUS$40.7bUS$3.0b20.4x49.2x3.7x
Sat, 18 May 2024US$137.0bUS$40.7bUS$3.0b18.9x45.3x3.4x
Mon, 15 Apr 2024US$120.5bUS$40.9bUS$3.0b19.1x39.8x2.9x
Wed, 13 Mar 2024US$121.5bUS$40.9bUS$3.0b19.6x40.2x3x
Fri, 09 Feb 2024US$116.7bUS$41.0bUS$2.8b23x41.3x2.8x
Sun, 07 Jan 2024US$106.9bUS$41.8bUS$2.9b20.3x36.9x2.6x
Tue, 05 Dec 2023US$103.5bUS$41.8bUS$2.9b21.2x35.7x2.5x
Thu, 02 Nov 2023US$92.4bUS$42.2bUS$3.0b17.5x30.7x2.2x
Sat, 30 Sep 2023US$100.0bUS$42.7bUS$3.1b14x32.7x2.3x
Mon, 28 Aug 2023US$104.5bUS$42.7bUS$3.1b15.5x34.2x2.4x
Wed, 26 Jul 2023US$110.0bUS$42.5bUS$3.1b16x35.9x2.6x
Fri, 23 Jun 2023US$107.0bUS$43.0bUS$3.3b17.9x32x2.5x
Sun, 21 May 2023US$96.2bUS$42.8bUS$3.3b19.5x28.7x2.2x
Tue, 18 Apr 2023US$100.0bUS$42.9bUS$3.8b17.5x26.1x2.3x
Thu, 16 Mar 2023US$96.5bUS$42.9bUS$3.8b16.3x25.2x2.3x
Price to Earnings Ratio

25.2x


Total Market Cap: US$96.5bTotal 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 46.4x202420252026
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 54.1x which is higher than its 3-year average PE of 46.4x.
  • The 3-year average PS ratio of 3.6x is lower than the industry's current PS ratio of 6.0x.
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-2.24%
Tech-0.39%
Electronic Equipment and Components-10.05%
Electronic Components-12.60%
Technology Distributors-1.71%
Electronic Equipment and Instruments-7.06%
Electronic Manufacturing Services-9.99%
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
LGL LGL GroupUS$7.393.6%
+US$1.4m		13.5%PE44.3x
ELTK EltekUS$9.202.3%
+US$1.4m		-18.4%PE53.4x
GAUZ GauzyUS$0.500.2%
+US$18.7k		-94.2%PS0.1x

Latest News

KN
US$24.83
Knowles
7D
-8.6%
1Y
51.3%

KN: Ongoing Buybacks And Cautious Earnings Outlook Will Shape Future Returns

Analysts have maintained their $23.00 price target for Knowles, citing updated assumptions around revenue growth, profit margins, the discount rate, and future P/E that they see as broadly consistent with prior expectations. What's in the News Knowles reported that from October 1, 2025 to December 31, 2025 it repurchased 451,291 shares for US$10 million, equivalent to 0.53% of shares outstanding under its existing buyback program (Key Developments).
COHR
US$235.72
Coherent
7D
-9.0%
1Y
254.3%

Coherent Corp. (COHR): The Silicon Photonics Powerhouse – Joining the S&P 500 Benchmark in 2026.

Coherent Corp. (COHR) has reached a historic valuation milestone, trading at $248.89 as of the March 6, 2026, market close, following the announcement that it will join the S&P 500 on March 23.
BELF.A
US$172.94
Bel Fuse
7D
-18.4%
1Y
119.2%
GLW
US$123.29
Corning
7D
-18.0%
1Y
168.4%
LFUS
US$302.28
Littelfuse
7D
-14.2%
1Y
37.4%
BDC
US$122.10
Belden
7D
-14.8%
1Y
16.9%
VSH
US$16.69
Vishay Intertechnology
7D
-10.8%
1Y
-6.1%
APH
US$131.87
Amphenol
7D
-9.7%
1Y
109.6%

APH: AI And CommScope CCS Integration Will Support Margins And Earnings Outperformance

Our updated analyst price target for Amphenol has moved from $148.60 to $169.44 as analysts factor in higher modeled revenue growth, a slightly richer future P/E multiple, and recent price target increases tied to the CommScope CCS acquisition and AI related content gains across end markets. Analyst Commentary Recent Street research on Amphenol has been active, with several firms adjusting their price targets and, in some cases, ratings.
ELTK
US$9.20
Eltek
7D
2.3%
1Y
-18.4%
GAUZ
US$0.50
Gauzy
7D
0.2%
1Y
-94.2%
LGL
US$7.39
LGL Group
7D
3.6%
1Y
13.5%