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

U.S. Electronic Components Industry Analysis

UpdatedApr 21, 2026
DataAggregated Company Financials
Companies26
  • 7D2.4%
  • 3M31.0%
  • 1Y213.9%
  • YTDn/a

Amphenol is up 5.2%, leading the way for the Electronic Components industry, which has gained 2.4%. During this same period, the Corning underperformed, falling 5.6%. This takes the industry's 12 month performance to a gain of 214%. 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
Wed, 22 Apr 2026US$423.2bUS$55.7bUS$6.2b49.9x68.2x7.6x
Fri, 20 Mar 2026US$341.9bUS$55.7bUS$6.2b41.4x55.1x6.1x
Sun, 15 Feb 2026US$361.3bUS$55.6bUS$6.2b42.2x58.2x6.5x
Tue, 13 Jan 2026US$295.9bUS$52.3bUS$5.6b41.4x53.3x5.7x
Thu, 11 Dec 2025US$298.5bUS$52.3bUS$5.6b39.9x53.8x5.7x
Sat, 08 Nov 2025US$288.8bUS$52.4bUS$5.5b35.6x52.1x5.5x
Mon, 06 Oct 2025US$258.3bUS$49.0bUS$4.1b28.1x62.9x5.3x
Wed, 03 Sep 2025US$224.1bUS$49.0bUS$4.1b25.9x54.6x4.6x
Fri, 01 Aug 2025US$215.4bUS$48.7bUS$4.2b26.1x50.9x4.4x
Sun, 29 Jun 2025US$193.2bUS$46.1bUS$3.2b24.4x59.7x4.2x
Tue, 27 May 2025US$172.6bUS$46.1bUS$3.2b20.8x53.3x3.7x
Thu, 24 Apr 2025US$137.1bUS$45.1bUS$3.3b19.8x41.2x3x
Sat, 22 Mar 2025US$148.8bUS$43.6bUS$3.1b22.3x47.4x3.4x
Mon, 17 Feb 2025US$160.3bUS$43.6bUS$3.2b25.8x50.5x3.7x
Wed, 15 Jan 2025US$157.7bUS$42.0bUS$2.7b27.8x59.1x3.8x
Fri, 13 Dec 2024US$164.9bUS$42.0bUS$2.7b31.7x61.7x3.9x
Sun, 10 Nov 2024US$167.7bUS$42.0bUS$2.7b31.6x63x4x
Tue, 08 Oct 2024US$147.5bUS$40.8bUS$2.6b24.6x57.6x3.6x
Thu, 05 Sep 2024US$138.7bUS$40.8bUS$2.6b21.2x54.2x3.4x
Sat, 03 Aug 2024US$136.6bUS$40.8bUS$2.6b20.7x53x3.3x
Mon, 01 Jul 2024US$144.0bUS$40.7bUS$3.0b20.8x47.7x3.5x
Wed, 29 May 2024US$141.2bUS$40.7bUS$3.0b21.1x46.7x3.5x
Fri, 26 Apr 2024US$123.6bUS$41.0bUS$3.1b19.2x39.3x3x
Sun, 24 Mar 2024US$124.1bUS$40.9bUS$3.0b19.5x41x3x
Tue, 20 Feb 2024US$118.1bUS$41.0bUS$3.1b21.2x38.4x2.9x
Thu, 18 Jan 2024US$106.5bUS$41.8bUS$2.9b19x36.8x2.5x
Sat, 16 Dec 2023US$111.0bUS$41.8bUS$2.9b20.8x38.3x2.7x
Mon, 13 Nov 2023US$97.8bUS$41.8bUS$2.9b21x33.8x2.3x
Wed, 11 Oct 2023US$98.7bUS$42.7bUS$3.0b17.3x32.4x2.3x
Fri, 08 Sep 2023US$103.3bUS$42.7bUS$3.1b15.4x33.8x2.4x
Sun, 06 Aug 2023US$108.0bUS$42.4bUS$3.3b13.6x32.6x2.5x
Tue, 04 Jul 2023US$110.5bUS$43.0bUS$3.3b16.5x33x2.6x
Thu, 01 Jun 2023US$97.5bUS$43.0bUS$3.3b19x29.1x2.3x
Sat, 29 Apr 2023US$96.4bUS$42.4bUS$3.4b16.9x28.2x2.3x
Price to Earnings Ratio

28.2x


Total Market Cap: US$96.4bTotal Earnings: US$3.4bTotal Revenue: US$42.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electronic Components Industry Price to Earnings3Y Average 47.7x202420252026
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 68.2x which is higher than its 3-year average PE of 47.7x.
  • The 3-year average PS ratio of 3.8x is lower than the industry's current PS ratio of 7.6x.
Past Earnings Growth
  • The earnings for companies in the Electronic Components industry have grown 22% per year over the last three years.
  • Revenues for these companies have grown 9.5% 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 Market3.58%
Tech6.77%
Electronic Equipment and Components2.83%
Electronic Components2.42%
Electronic Manufacturing Services5.52%
Technology Distributors3.51%
Electronic Equipment and Instruments0.65%
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$343.799.7%
+US$5.9b		523.6%PE349.2x
APH AmphenolUS$151.932.2%
+US$3.9b		131.1%PE43.7x
VSH Vishay IntertechnologyUS$26.9116.3%
+US$514.5m		140.7%PS1.2x
LFUS LittelfuseUS$396.492.3%
+US$222.7m		142.7%PS4.2x
KN KnowlesUS$31.428.5%
+US$211.3m		118.2%PE52.8x

Latest News

COHR
US$343.79
Coherent
7D
9.7%
1Y
523.6%
MPTI
US$63.00
M-tron Industries
7D
-6.6%
1Y
18.1%
AMPG
US$1.97
AmpliTech Group
7D
-2.5%
1Y
8.2%

AMPG: O RAN 5G Progress And 2026 Guidance Will Support Upside

Analysts trimmed their price target on AmpliTech Group by $2 to reflect a slightly higher discount rate and updated P/E assumptions, while keeping their fair value estimate and growth expectations broadly consistent. Analyst Commentary Analysts recently cut their price target on AmpliTech Group by US$2, tying the move to a higher discount rate and refreshed P/E assumptions rather than a major shift in the underlying business outlook.
KN
US$31.42
Knowles
7D
8.5%
1Y
118.2%

KN: Buybacks And Stable Outlook Will Shape Future Risk Reward Balance

Analysts have maintained their $31.00 price target for Knowles, citing updated assumptions around a modestly higher revenue growth rate, a slightly higher discount rate, a small uplift in profit margin expectations and a marginally lower future P/E multiple. What's in the News Knowles updated its share repurchase activity, buying 451,291 shares for US$10 million between October 1, 2025 and December 31, 2025, which the company states represents 0.53% of shares under its existing program.
GLW
US$165.45
Corning
7D
-4.3%
1Y
296.3%

GLW: AI Fiber Deal Enthusiasm Will Outrun Realistic Data Center Demand

Analyst fair value for Corning has shifted from about $129.64 to $139.21 as recent Street research, including multiple price target increases and updated AI related optical demand assumptions, has led analysts to adjust revenue growth expectations, profit margin outlooks, and future P/E assumptions, while modestly lifting the discount rate. Analyst Commentary Recent Street research on Corning reflects an active debate, with many firms lifting price targets and growth assumptions around AI driven optical demand, while a few higher profile downgrades signal concern about execution risk and valuation stretch.
BELF.A
US$234.65
Bel Fuse
7D
5.4%
1Y
271.9%
VSH
US$26.91
Vishay Intertechnology
7D
16.3%
1Y
140.7%
APH
US$151.93
Amphenol
7D
2.2%
1Y
131.1%

APH: AI Connectivity And Hybrid Optics Outlook Will Likely Cap Near Term Upside

Narrative Update on Amphenol The analyst price target for Amphenol has been adjusted slightly higher to about $136 from $135, as analysts balance recent target cuts from UBS and Citi with prior target increases and updated views on growth, profitability, and P/E assumptions. Analyst Commentary Recent research on Amphenol reflects a mix of optimism and caution, with several firms adjusting targets and ratings as they reassess growth potential, execution risks, and how the stock is valued versus its peers.
LFUS
US$396.49
Littelfuse
7D
2.3%
1Y
142.7%
ROG
US$123.48
Rogers
7D
4.7%
1Y
123.6%
LWLG
US$12.91
Lightwave Logic
7D
5.6%
1Y
1,362.7%
ELTK
US$8.26
Eltek
7D
-2.2%
1Y
-0.1%