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U.S. Electronic Components Industry Analysis

UpdatedFeb 12, 2026
DataAggregated Company Financials
Companies26
  • 7D13.0%
  • 3M27.0%
  • 1Y117.5%
  • YTDn/a

Corning is up 21%, leading the way for the Electronic Components industry, which has gained 3.2%. During this same period, the Gauzy underperformed, falling 19%. This means that the industry has gained 115% over the past year. 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
Thu, 12 Feb 2026US$353.2bUS$55.6bUS$6.2b41.4x57x6.4x
Sat, 10 Jan 2026US$290.1bUS$52.3bUS$5.6b39.7x52.2x5.5x
Mon, 08 Dec 2025US$292.9bUS$52.4bUS$5.5b39.8x52.9x5.6x
Wed, 05 Nov 2025US$288.9bUS$52.1bUS$5.3b26.1x54.2x5.5x
Fri, 03 Oct 2025US$260.9bUS$49.0bUS$4.1b29x63.6x5.3x
Sun, 31 Aug 2025US$224.1bUS$49.0bUS$4.1b25.7x54.6x4.6x
Tue, 29 Jul 2025US$209.7bUS$48.1bUS$3.9b26.1x54.4x4.4x
Thu, 26 Jun 2025US$189.4bUS$46.1bUS$3.2b23.5x58.5x4.1x
Sat, 24 May 2025US$172.7bUS$46.1bUS$3.2b20.8x53.3x3.7x
Mon, 21 Apr 2025US$135.9bUS$43.6bUS$3.1b20.3x43.3x3.1x
Wed, 19 Mar 2025US$144.1bUS$43.6bUS$3.1b22.4x45.9x3.3x
Fri, 14 Feb 2025US$158.3bUS$43.8bUS$3.2b26x49.5x3.6x
Sun, 12 Jan 2025US$156.9bUS$42.0bUS$2.7b28.1x58.8x3.7x
Tue, 10 Dec 2024US$168.5bUS$42.0bUS$2.7b32.3x63x4x
Thu, 07 Nov 2024US$157.8bUS$41.8bUS$2.7b30.3x59.5x3.8x
Sat, 05 Oct 2024US$146.3bUS$40.8bUS$2.6b24.6x57.1x3.6x
Mon, 02 Sep 2024US$148.4bUS$40.8bUS$2.6b22.2x57.9x3.6x
Wed, 31 Jul 2024US$142.7bUS$40.9bUS$3.1b21x46.4x3.5x
Fri, 28 Jun 2024US$142.9bUS$40.7bUS$3.0b20.3x47.3x3.5x
Sun, 26 May 2024US$141.2bUS$40.7bUS$3.0b20.9x46.7x3.5x
Tue, 23 Apr 2024US$117.3bUS$40.9bUS$3.0b19x38.8x2.9x
Thu, 21 Mar 2024US$120.8bUS$40.9bUS$3.0b19.3x39.9x2.9x
Sat, 17 Feb 2024US$118.5bUS$41.0bUS$3.1b21.2x38.5x2.9x
Mon, 15 Jan 2024US$107.8bUS$41.8bUS$2.9b19.3x37.2x2.6x
Wed, 13 Dec 2023US$107.0bUS$41.8bUS$2.9b20.8x36.9x2.6x
Fri, 10 Nov 2023US$96.4bUS$41.8bUS$2.9b20.4x33.3x2.3x
Sun, 08 Oct 2023US$98.4bUS$42.7bUS$3.1b17.1x32.2x2.3x
Tue, 05 Sep 2023US$107.6bUS$42.9bUS$3.0b15.4x35.5x2.5x
Thu, 03 Aug 2023US$109.5bUS$42.4bUS$3.1b16x35.9x2.6x
Sat, 01 Jul 2023US$110.8bUS$43.0bUS$3.3b15.8x33.1x2.6x
Mon, 29 May 2023US$99.0bUS$43.0bUS$3.3b19.9x29.6x2.3x
Wed, 26 Apr 2023US$95.1bUS$42.9bUS$3.8b17.1x24.8x2.2x
Fri, 24 Mar 2023US$98.1bUS$42.9bUS$3.8b17.1x25.6x2.3x
Sun, 19 Feb 2023US$104.4bUS$42.9bUS$3.8b17.8x27.7x2.4x
Price to Earnings Ratio

27.7x


Total Market Cap: US$104.4bTotal 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 45.7x202420252026
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 57.9x which is higher than its 3-year average PE of 45.7x.
  • The 3-year average PS ratio of 3.5x is lower than the industry's current PS ratio of 6.5x.
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 9.0% 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 Market1.43%
Tech4.94%
Electronic Equipment and Components8.49%
Electronic Components13.02%
Electronic Manufacturing Services6.33%
Electronic Equipment and Instruments3.86%
Technology Distributors2.25%
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$132.9021.2%
+US$19.7b		155.5%PE70.7x
APH AmphenolUS$144.0410.8%
+US$17.2b		106.6%PE41.3x
COHR CoherentUS$223.696.0%
+US$2.4b		156.2%PE218.2x
LFUS LittelfuseUS$357.888.0%
+US$662.9m		47.6%PS3.7x
BDC BeldenUS$142.2311.4%
+US$569.9m		26.3%PE24.5x

Latest News

ROG
US$110.20
Rogers
7D
7.5%
1Y
26.4%

Is Rogers Corporation (NYSE:ROG) Expensive For A Reason? A Look At Its Intrinsic Value

Feb 12
Is Rogers Corporation (NYSE:ROG) Expensive For A Reason? A Look At Its Intrinsic Value
BELF.A
US$221.15
Bel Fuse
7D
15.1%
1Y
174.5%
GLW
US$132.90
Corning
7D
21.2%
1Y
155.5%
KN
US$27.00
Knowles
7D
11.0%
1Y
49.4%
COHR
US$223.69
Coherent
7D
6.0%
1Y
156.2%

COHR: AI And Cloud Capex Exposure Will Shape Balanced Execution Risk Outlook

Analysts have lifted their fair value estimate for Coherent from $192.95 to $245.89, reflecting updated views on revenue growth, profitability and appropriate future P/E multiples, following a string of recent price target increases across major firms. Analyst Commentary Street research on Coherent has been active, with a series of price target changes and one major firm adding the stock to a positive watch list.
LFUS
US$357.88
Littelfuse
7D
8.0%
1Y
47.6%

LFUS: Rating Upgrade And 2026 Sales Guidance Will Shape Balanced Risk Outlook

The analyst price target for Littelfuse has moved from US$307.50 to US$344.00, with analysts referencing their recent research updates as support for the higher fair value range. Analyst Commentary Bullish analysts are using the latest research updates to justify a higher fair value range for Littelfuse, reflected in the recent price target moves and an upgrade in rating.
APH
US$144.04
Amphenol
7D
10.8%
1Y
106.6%
BDC
US$142.23
Belden
7D
11.4%
1Y
26.3%
AMPG
US$2.80
AmpliTech Group
7D
-1.8%
1Y
20.7%

AMPG: 5G Open RAN Momentum And Revenue Outlook Will Support Upside

Analysts have modestly reset their price target for AmpliTech Group to reflect slight tweaks in discount rate, revenue growth, profit margin and future P/E assumptions, resulting in a small adjustment that keeps their overall view largely intact. What's in the News AmpliTech completed a Composite Units Offering of 9,000,000 units for total proceeds of $36m, structured as a rights offering to existing holders (Key Developments).
CCTG
US$0.62
CCSC Technology International Holdings
7D
-0.9%
1Y
-96.5%
GAUZ
US$0.78
Gauzy
7D
-19.2%
1Y
-92.8%
ELTK
US$8.61
Eltek
7D
-2.7%
1Y
-25.1%

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