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U.S. Electronic Components Industry Analysis

UpdatedJan 27, 2026
DataAggregated Company Financials
Companies26
  • 7D0.9%
  • 3M14.7%
  • 1Y108.4%
  • YTDn/a

The Electronic Components industry has been flat over the last week, but Lightwave Logic has lost 25%. As for the the longer term, the industry is up 108% over the past 12 months. 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, 28 Jan 2026US$320.1bUS$52.3bUS$5.6b45.9x57.7x6.1x
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
Sun, 14 May 2023US$94.2bUS$42.8bUS$3.3b18.5x28.1x2.2x
Tue, 11 Apr 2023US$100.0bUS$42.9bUS$3.8b17.2x26.1x2.3x
Thu, 09 Mar 2023US$101.8bUS$42.9bUS$3.8b17.4x26.6x2.4x
Sat, 04 Feb 2023US$104.6bUS$42.4bUS$4.1b18.5x25.8x2.5x
Price to Earnings Ratio

25.8x


Total Market Cap: US$104.6bTotal Earnings: US$4.1bTotal Revenue: US$42.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electronic Components Industry Price to Earnings3Y Average 45.3x202420252026
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 57.7x which is higher than its 3-year average PE of 45.2x.
  • The 3-year average PS ratio of 3.4x is lower than the industry's current PS ratio of 6.1x.
Past Earnings Growth
  • The earnings for companies in the Electronic Components industry have grown 11% per year over the last three years.
  • Revenues for these companies have grown 7.3% 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 Market0.12%
Tech-0.16%
Electronic Equipment and Components-0.73%
Electronic Components0.90%
Technology Distributors-0.43%
Electronic Equipment and Instruments-0.55%
Electronic Manufacturing Services-3.96%
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
APH AmphenolUS$166.259.1%
+US$17.0b		142.4%PE53.3x
GLW CorningUS$109.7418.5%
+US$14.7b		114.2%PE68.9x
COHR CoherentUS$214.0010.6%
+US$3.5b		159.4%PE308.9x
LFUS LittelfuseUS$296.173.4%
+US$241.5m		32.2%PE62.2x
BELF.A Bel FuseUS$192.345.0%
+US$115.2m		121.9%PE37.4x

Latest News

GLW
US$109.74
Corning
7D
18.5%
1Y
114.2%
ROG
US$97.54
Rogers
7D
-2.4%
1Y
0.7%
VSH
US$18.48
Vishay Intertechnology
7D
3.5%
1Y
13.7%

VSH: Rich Margin Assumptions Will Pressure Future Earnings Expectations

Analysts lifted their price target on Vishay Intertechnology by $1 to $15, citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E to support the change. Analyst Commentary Bullish Takeaways Bullish analysts see the higher fair value assumptions as consistent with the updated US$15 target, suggesting the current valuation framework now better reflects their long term expectations for the business.
COHR
US$214.00
Coherent
7D
10.6%
1Y
159.4%

COHR: AI And Cloud Capex Exposure Will Shape Fairly Valued Outlook

Analysts have lifted their price target on Coherent to about $193 from roughly $178, citing updated expectations around revenue growth, future P/E, and the company's positioning in AI and cloud related capex. Analyst Commentary Recent Street research around Coherent clusters around one core theme: how well the company can turn its AI and cloud exposure into sustained earnings power while executing on capacity and product ramps.
LFUS
US$296.17
Littelfuse
7D
3.4%
1Y
32.2%

LFUS: Higher P/E Assumptions Will Support A US$360 Upside Case

Analysts have raised their price target for Littelfuse by $35 to $360, citing updated assumptions for fair value, discount rate, revenue growth, profit margin, and forward P/E that reflect their latest research views. Analyst Commentary Bullish analysts lifting their fair value estimates to US$360 are signaling stronger confidence in how Littelfuse can execute against their updated assumptions on revenue, margins, discount rate, and forward P/E.
KN
US$24.23
Knowles
7D
0.8%
1Y
25.8%

KN: Higher Long Term Outlook And P/E Multiple Will Drive Upside

Analysts have raised their price target on Knowles from US$25.00 to US$30.00, citing updated assumptions about revenue growth, profit margins and a higher future P/E multiple. Valuation Changes Fair Value: Target fair value has been raised from US$25.00 to US$30.00, representing a sizeable increase in the implied share valuation.
BDC
US$117.57
Belden
7D
2.3%
1Y
1.5%
APH
US$166.25
Amphenol
7D
9.1%
1Y
142.4%

APH: Future P E Compression Will Likely Cap Post Acquisition Share Upside

Analysts lifted their fair value estimate for Amphenol by about US$1.88 to US$123.77 as they factor in higher modeled revenue growth, slightly stronger profit margins, a modestly higher discount rate, and a lower future P/E. This reflects recent price target increases tied to the CommScope Connectivity and Cable Solutions acquisition and expected content gains across key end markets.
AMPG
US$3.39
AmpliTech Group
7D
-3.8%
1Y
89.1%

AMPG: 5G Open RAN Progress And New Contracts Will Support Upside

Analysts have kept their fair value estimate for AmpliTech Group steady at US$9.00, with only minor tweaks to the discount rate, revenue growth outlook, profit margin assumptions and future P/E input supporting a largely unchanged price target narrative. What's in the News AmpliTech’s 5G Open RAN 64T64R Massive MIMO radio completed the O-RAN ALLIANCE Certification and Badging Program at an authorized OTIC, confirming conformance with O-RAN technical specifications for key interfaces and operational behaviors used in commercial and private 5G deployments.
BELF.A
US$192.34
Bel Fuse
7D
5.0%
1Y
121.9%

Investors Appear Satisfied With Bel Fuse Inc.'s (NASDAQ:BELF.A) Prospects As Shares Rocket 28%

Jan 17
Investors Appear Satisfied With Bel Fuse Inc.'s (NASDAQ:BELF.A) Prospects As Shares Rocket 28%
MPTI
US$62.25
M-tron Industries
7D
-2.3%
1Y
11.8%
LWLG
US$3.59
Lightwave Logic
7D
-19.5%
1Y
95.1%
WETH
US$1.72
Wetouch Technology
7D
-6.9%
1Y
8.2%
CCTG
US$0.90
CCSC Technology International Holdings
7D
-19.4%
1Y
-94.6%

Investors Don't See Light At End Of CCSC Technology International Holdings Limited's (NASDAQ:CCTG) Tunnel And Push Stock Down 29%

Jan 03
Investors Don't See Light At End Of CCSC Technology International Holdings Limited's (NASDAQ:CCTG) Tunnel And Push Stock Down 29%
ELTK
US$8.70
Eltek
7D
-5.8%
1Y
-22.8%

Little Excitement Around Eltek Ltd.'s (NASDAQ:ELTK) Revenues As Shares Take 25% Pounding

Nov 28
Little Excitement Around Eltek Ltd.'s (NASDAQ:ELTK) Revenues As Shares Take 25% Pounding