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U.S. Electronic Components Industry Analysis

UpdatedJul 24, 2026
DataAggregated Company Financials
Companies28
  • 7D3.0%
  • 3M-2.6%
  • 1Y95.9%
  • YTDn/a

The Electronic Components industry is up 3.0% in the last week, with Coherent up 13%. This means that the industry has gained 96% over the past year. Looking forward, earnings are forecast to grow by 28% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 24 Jul 2026US$419.6bUS$59.8bUS$6.9b57.7x61.1x7x
Sun, 21 Jun 2026US$484.6bUS$59.8bUS$6.9b62.6x70.5x8.1x
Tue, 19 May 2026US$425.8bUS$59.8bUS$6.9b54.2x61.9x7.1x
Thu, 16 Apr 2026US$420.5bUS$55.7bUS$6.2b46.7x67.7x7.6x
Sat, 14 Mar 2026US$343.1bUS$55.7bUS$6.2b40.1x55.3x6.2x
Mon, 09 Feb 2026US$338.1bUS$55.6bUS$6.2b40x54.6x6.1x
Wed, 07 Jan 2026US$299.4bUS$52.3bUS$5.6b40x53.9x5.7x
Fri, 05 Dec 2025US$288.0bUS$52.4bUS$5.5b39.5x52x5.5x
Sun, 02 Nov 2025US$287.6bUS$52.1bUS$5.3b26.6x53.9x5.5x
Tue, 30 Sep 2025US$254.0bUS$49.0bUS$4.1b26.3x61.9x5.2x
Thu, 28 Aug 2025US$225.9bUS$49.0bUS$4.1b26.6x55.1x4.6x
Sat, 26 Jul 2025US$207.4bUS$48.1bUS$3.9b25.6x53.8x4.3x
Mon, 23 Jun 2025US$185.8bUS$46.1bUS$3.2b25x57.4x4x
Wed, 21 May 2025US$174.3bUS$46.0bUS$3.3b21.4x53.2x3.8x
Fri, 18 Apr 2025US$135.2bUS$43.6bUS$3.1b20.3x43.1x3.1x
Sun, 16 Mar 2025US$142.4bUS$43.6bUS$3.1b23.4x45.4x3.3x
Tue, 11 Feb 2025US$160.4bUS$43.8bUS$3.2b33.2x50.1x3.7x
Thu, 09 Jan 2025US$160.8bUS$42.0bUS$2.7b28.2x60.2x3.8x
Sat, 07 Dec 2024US$168.4bUS$42.0bUS$2.7b31.4x62.9x4x
Mon, 04 Nov 2024US$156.1bUS$41.8bUS$2.7b28x58.9x3.7x
Wed, 02 Oct 2024US$150.4bUS$40.8bUS$2.6b24.1x58.7x3.7x
Fri, 30 Aug 2024US$147.3bUS$40.8bUS$2.6b22.2x57.5x3.6x
Sun, 28 Jul 2024US$143.7bUS$40.9bUS$3.1b21.5x46.8x3.5x
Tue, 25 Jun 2024US$146.8bUS$40.7bUS$3.0b19.8x48.6x3.6x
Thu, 23 May 2024US$140.5bUS$40.7bUS$3.0b20.3x46.5x3.5x
Sat, 20 Apr 2024US$117.6bUS$40.9bUS$3.0b18.9x38.9x2.9x
Mon, 18 Mar 2024US$120.0bUS$40.9bUS$3.0b19.2x39.6x2.9x
Wed, 14 Feb 2024US$115.6bUS$41.0bUS$3.1b20.1x37.6x2.8x
Fri, 12 Jan 2024US$108.0bUS$41.8bUS$2.9b19.6x37.3x2.6x
Sun, 10 Dec 2023US$105.3bUS$41.8bUS$2.9b21.3x36.3x2.5x
Tue, 07 Nov 2023US$96.7bUS$42.2bUS$3.0b16.9x32.3x2.3x
Thu, 05 Oct 2023US$99.0bUS$42.7bUS$3.1b17x32.4x2.3x
Sat, 02 Sep 2023US$107.1bUS$42.7bUS$3.1b15.4x35x2.5x
Mon, 31 Jul 2023US$110.3bUS$42.4bUS$3.1b15.9x35.9x2.6x
Price to Earnings Ratio

35.9x


Total Market Cap: US$110.3bTotal Earnings: US$3.1bTotal Revenue: US$42.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electronic Components Industry Price to Earnings3Y Average 50.7x202420252026
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 61.1x which is higher than its 3-year average PE of 50.7x.
  • The 3-year average PS ratio of 4.2x is lower than the industry's current PS ratio of 7.0x.
Past Earnings Growth
  • The earnings for companies in the Electronic Components industry have grown 31% 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-1.98%
Tech0.26%
Electronic Equipment and Components2.95%
Electronic Components2.97%
Electronic Manufacturing Services4.04%
Electronic Equipment and Instruments2.14%
Technology Distributors1.77%
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$313.2213.1%
+US$7.1b		217.3%PE153x
APH AmphenolUS$157.432.8%
+US$5.3b		50.7%PE43.4x
VSH Vishay IntertechnologyUS$40.8012.0%
+US$668.6m		141.0%PE2746.7x
LFUS LittelfuseUS$415.174.4%
+US$440.5m		80.2%PS4.2x
KN KnowlesUS$38.819.4%
+US$284.1m		108.0%PE53x

Latest News

KN
US$38.81
Knowles
7D
9.4%
1Y
108.0%
COHR
US$313.22
Coherent
7D
13.1%
1Y
217.3%
VSH
US$40.80
Vishay Intertechnology
7D
12.0%
1Y
141.0%
Narrative Update • Jul 22

VSH: Fair Outlook Balances Defense Certification Progress With Convertible Dilution Risk

The analyst price target for Vishay Intertechnology has shifted from $20 to $40, with analysts citing updated assumptions around revenue growth, profit margins, and valuation. They also continue to highlight risks, including the recent share re-rating, raw material cost pressures, and a possible pull-forward of demand.
APH
US$157.43
Amphenol
7D
2.8%
1Y
50.7%
Seeking Alpha • Jul 22

Amphenol: Great Growth Story With Realistic Path Ahead (Rating Upgrade)

Summary Amphenol Corporation is upgraded to a buy, driven by robust organic growth, disciplined acquisitions, and expanding margins. APH’s Q1 revenue hit a record $7.62 billion, fueled by 33% organic growth and the CCS acquisition, with EBITDA tripling over three years. Non-GAAP operating margin reached 27.3%, and further margin expansion is expected as CCS integration matures and synergies materialize. While APH trades at a premium (P/E ~43x), accelerating earnings and secular tailwinds increasingly justify the valuation, supporting durable long-term growth. Read the full article on Seeking Alpha
AIRG
US$6.07
Airgain
7D
-0.3%
1Y
23.6%
Narrative Update • Jul 21

AIRG: Public Safety Connectivity Expansion Will Support Higher Future Earnings Quality

Airgain's analyst price target has been raised by $3.00. Analysts attribute the change to updated fair value estimates, a revised discount rate, higher modeled revenue growth, a lower profit margin outlook, and a higher future P/E assumption.
LWLG
US$6.68
Lightwave Logic
7D
7.2%
1Y
153.0%
LGL
US$6.77
LGL Group
7D
-1.2%
1Y
-10.1%
GLW
US$156.06
Corning
7D
-1.5%
1Y
180.1%
BDC
US$103.03
Belden
7D
1.8%
1Y
-19.0%
BELF.A
US$241.33
Bel Fuse
7D
5.5%
1Y
119.7%
ROG
US$133.04
Rogers
7D
-0.8%
1Y
103.1%
Narrative Update • Jul 16

ROG: New Leadership And Index Inclusion Will Support Future Repricing

Analysts have lifted their price target for Rogers from $127.00 to $200.00, citing updated assumptions on discount rate, revenue growth, profit margin, and future P/E that reshape their valuation framework. What’s in the News for Rogers B.
LFUS
US$415.17
Littelfuse
7D
4.4%
1Y
80.2%
AMPG
US$6.34
AmpliTech Group
7D
-1.2%
1Y
100.6%
GAUZ
US$0.35
Gauzy
7D
-9.8%
1Y
-95.0%