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U.S. Electronic Components Industry Analysis

UpdatedApr 07, 2026
DataAggregated Company Financials
Companies26
  • 7D10.1%
  • 3M14.7%
  • 1Y168.8%
  • YTDn/a

The Electronic Components industry is up 10% in the last week, with Corning up 9.2%. This means that the industry has gained 169% over the past year. 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
Wed, 08 Apr 2026US$354.8bUS$55.7bUS$6.2b42.6x57.1x6.4x
Fri, 06 Mar 2026US$365.7bUS$55.7bUS$6.2b41x58.9x6.6x
Sun, 01 Feb 2026US$318.9bUS$55.2bUS$6.0b41.3x52.8x5.8x
Tue, 30 Dec 2025US$294.3bUS$52.3bUS$5.6b39.2x53x5.6x
Thu, 27 Nov 2025US$282.1bUS$52.4bUS$5.5b39.4x50.9x5.4x
Sat, 25 Oct 2025US$278.3bUS$51.2bUS$4.8b34.4x58.5x5.4x
Mon, 22 Sep 2025US$256.6bUS$49.0bUS$4.1b26.1x62.5x5.2x
Wed, 20 Aug 2025US$224.7bUS$49.0bUS$4.1b25.7x54.8x4.6x
Fri, 18 Jul 2025US$200.0bUS$46.0bUS$3.3b25.6x61.1x4.3x
Sun, 15 Jun 2025US$182.7bUS$46.1bUS$3.2b22.3x56.4x4x
Tue, 13 May 2025US$162.6bUS$46.0bUS$3.3b21.9x49.7x3.5x
Thu, 10 Apr 2025US$126.6bUS$43.6bUS$3.1b20.8x40.4x2.9x
Sat, 08 Mar 2025US$140.4bUS$43.6bUS$3.1b24.2x44.7x3.2x
Mon, 03 Feb 2025US$159.9bUS$43.5bUS$3.2b32.6x50.5x3.7x
Wed, 01 Jan 2025US$157.3bUS$42.0bUS$2.7b28.3x58.9x3.7x
Fri, 29 Nov 2024US$163.4bUS$42.0bUS$2.7b31.3x61.1x3.9x
Sun, 27 Oct 2024US$157.1bUS$41.6bUS$3.0b26.7x53.2x3.8x
Tue, 24 Sep 2024US$149.8bUS$40.8bUS$2.6b23.3x58.5x3.7x
Thu, 22 Aug 2024US$146.5bUS$40.9bUS$2.6b21.8x57.2x3.6x
Sat, 20 Jul 2024US$148.6bUS$40.4bUS$3.0b20.5x49.1x3.7x
Mon, 17 Jun 2024US$143.6bUS$40.7bUS$3.0b20.9x47.6x3.5x
Wed, 15 May 2024US$132.8bUS$40.7bUS$3.0b18.8x43.9x3.3x
Fri, 12 Apr 2024US$122.3bUS$40.9bUS$3.0b19.5x40.4x3x
Sun, 10 Mar 2024US$122.2bUS$40.9bUS$3.0b20x40.4x3x
Tue, 06 Feb 2024US$114.0bUS$41.4bUS$2.8b21.5x40.1x2.8x
Thu, 04 Jan 2024US$107.2bUS$41.8bUS$2.9b20.5x37x2.6x
Sat, 02 Dec 2023US$101.9bUS$41.8bUS$2.9b21.3x35.2x2.4x
Mon, 30 Oct 2023US$91.2bUS$42.3bUS$3.0b16x30.1x2.2x
Wed, 27 Sep 2023US$97.7bUS$42.7bUS$3.1b14.1x32x2.3x
Fri, 25 Aug 2023US$103.5bUS$42.7bUS$3.1b15.5x33.9x2.4x
Sun, 23 Jul 2023US$107.3bUS$42.9bUS$3.4b15.9x32x2.5x
Tue, 20 Jun 2023US$109.5bUS$43.0bUS$3.3b18.9x32.7x2.5x
Thu, 18 May 2023US$95.3bUS$42.8bUS$3.3b19.1x28.5x2.2x
Sat, 15 Apr 2023US$99.6bUS$42.9bUS$3.8b17.4x26x2.3x
Price to Earnings Ratio

26x


Total Market Cap: US$99.6bTotal 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 47.2x202420252026
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 57.8x which is higher than its 3-year average PE of 47.2x.
  • The 3-year average PS ratio of 3.7x is lower than the industry's current PS ratio of 6.4x.
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 Market4.40%
Tech6.89%
Electronic Equipment and Components9.08%
Electronic Components10.08%
Technology Distributors9.97%
Electronic Equipment and Instruments7.97%
Electronic Manufacturing Services7.76%
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$148.529.2%
+US$10.8b		279.1%PE79.9x
COHR CoherentUS$255.107.1%
+US$3.3b		396.4%PE259.1x
APH AmphenolUS$128.381.6%
+US$2.5b		113.7%PE37x
BELF.A Bel FuseUS$196.859.2%
+US$211.3m		226.2%PE40.6x
LWLG Lightwave LogicUS$8.2116.8%
+US$175.6m		764.1%PS5158.9x

Latest News

APH
US$128.38
Amphenol
7D
1.6%
1Y
113.7%

Amphenol: Strong Growth Supported By Hyperscalers

Apr 07
LFUS
US$343.99
Littelfuse
7D
1.4%
1Y
129.8%

LFUS: AI And Defense Demand Will Support Measured Returns After Pullback

The analyst fair value estimate for Littelfuse has moved from $353.60 to $367.00 as analysts highlight AI and defense demand as key supports for the updated targets. Analyst Commentary Recent Street research has turned more constructive on Littelfuse, with several firms updating views and price targets alongside the recalibrated fair value estimate.
GLW
US$148.52
Corning
7D
9.2%
1Y
279.1%
AMPG
US$1.83
AmpliTech Group
7D
-3.7%
1Y
50.0%

AMPG: O RAN 5G Certification And Guidance Will Drive Future Upside

Analysts have trimmed their price target on AmpliTech Group by $2, citing updated assumptions that include a fair value estimate of 7.0, a discount rate of 8.56%, revenue growth of 48.90%, a profit margin of 23.22%, and a forward P/E of 14.37x. Analyst Commentary Analysts are updating their views on AmpliTech Group in light of the revised fair value estimate of 7.0 and the trimmed price target.
KN
US$26.52
Knowles
7D
3.3%
1Y
105.7%

KN: Lower Discount Rate And Buybacks Will Drive Future Upside

Analysts have adjusted their price target on Knowles to $31.00 from $30.00, citing updated assumptions around revenue growth, profit margins, discount rate, and future P/E as the key drivers of the change. What's in the News Completed share repurchase program first announced on February 24, 2020, with a total of 14,946,544 shares bought back for $271.5 million, representing 16.61% of shares (company filing).
VSH
US$18.98
Vishay Intertechnology
7D
5.4%
1Y
79.6%
BELF.A
US$196.85
Bel Fuse
7D
9.2%
1Y
226.2%
AIRG
US$5.44
Airgain
7D
-1.1%
1Y
60.5%

AIRG: Recent Bullish Coverage Will Support Earnings Execution And Upside Potential

Analysts have raised their Airgain price target to $6.13, highlighting a bullish outlook based on recent research support, including a positive initiation at Lake Street that underscores confidence in the company’s positioning and its earnings potential, which underlies this updated view. Analyst Commentary Bullish Takeaways Bullish analysts view the positive research coverage as support for the updated US$6.13 price target, suggesting current pricing already reflects some confidence in Airgain's earnings potential.
MPTI
US$66.33
M-tron Industries
7D
-0.8%
1Y
61.4%

MPTI: Acquisition Plans And Defense Contract Will Shape A Balanced Outlook

Analysts have revised their price target for M-tron Industries from $67.00 to $76.50, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E that, in their view, better reflect the company’s outlook. What's in the News M-tron is seeking acquisitions, with management highlighting a greater emphasis on combining its organic growth efforts with inorganic growth through partnerships and acquisitions, and pointing to three partnerships formed in 2025 with complementary product companies (Earnings Call, CEO comments).
LWLG
US$8.21
Lightwave Logic
7D
16.8%
1Y
764.1%

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.
COHR
US$255.10
Coherent
7D
7.1%
1Y
396.4%

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.
GAUZ
US$0.75
Gauzy
7D
-1.9%
1Y
-90.8%
CCTG
US$0.42
CCSC Technology International Holdings
7D
-3.5%
1Y
-96.8%