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U.S. Electronic Components Industry Analysis

UpdatedMar 31, 2026
DataAggregated Company Financials
Companies26
  • 7D-7.0%
  • 3M7.8%
  • 1Y119.2%
  • YTDn/a

Over the last 7 days, the Electronic Components industry has dropped 7.0%, driven by a pullback from Coherent of 13%. This takes the industry's 12 month performance to a gain of 119%. 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, 01 Apr 2026US$340.4bUS$55.7bUS$6.2b39.2x54.8x6.1x
Fri, 27 Feb 2026US$402.0bUS$55.7bUS$6.2b44x64.8x7.2x
Sun, 25 Jan 2026US$320.1bUS$52.3bUS$5.6b45.3x57.7x6.1x
Tue, 23 Dec 2025US$289.8bUS$52.3bUS$5.6b38.9x52.2x5.5x
Thu, 20 Nov 2025US$270.4bUS$52.4bUS$5.5b40.9x48.8x5.2x
Sat, 18 Oct 2025US$268.1bUS$49.0bUS$4.1b30.7x65.3x5.5x
Mon, 15 Sep 2025US$246.9bUS$49.0bUS$4.1b26.2x60.1x5x
Wed, 13 Aug 2025US$225.5bUS$48.8bUS$4.1b23.7x54.4x4.6x
Fri, 11 Jul 2025US$196.0bUS$46.0bUS$3.3b25.3x59.8x4.3x
Sun, 08 Jun 2025US$185.1bUS$46.1bUS$3.2b21.9x57.1x4x
Tue, 06 May 2025US$162.8bUS$45.7bUS$3.3b21.3x49.7x3.6x
Thu, 03 Apr 2025US$144.0bUS$43.6bUS$3.1b22.7x45.9x3.3x
Sat, 01 Mar 2025US$150.0bUS$43.6bUS$3.1b25x47.7x3.4x
Mon, 27 Jan 2025US$173.7bUS$43.0bUS$2.9b30.1x59.9x4x
Wed, 25 Dec 2024US$161.5bUS$42.0bUS$2.7b27.5x60.4x3.8x
Fri, 22 Nov 2024US$160.3bUS$42.0bUS$2.7b30.4x59.9x3.8x
Sun, 20 Oct 2024US$155.9bUS$40.8bUS$2.6b24.8x59x3.8x
Tue, 17 Sep 2024US$143.1bUS$40.8bUS$2.6b21.4x55.9x3.5x
Thu, 15 Aug 2024US$140.5bUS$40.8bUS$2.4b22.4x57.9x3.4x
Sat, 13 Jul 2024US$153.1bUS$40.4bUS$3.0b21.3x50.5x3.8x
Mon, 10 Jun 2024US$138.7bUS$40.7bUS$3.0b20.8x45.9x3.4x
Wed, 08 May 2024US$130.7bUS$40.8bUS$3.1b21.3x42x3.2x
Fri, 05 Apr 2024US$124.3bUS$40.9bUS$3.0b19.6x41x3x
Sun, 03 Mar 2024US$121.8bUS$41.0bUS$3.0b21.7x40.2x3x
Tue, 30 Jan 2024US$111.6bUS$41.9bUS$2.9b20.6x38.4x2.7x
Thu, 28 Dec 2023US$112.0bUS$41.8bUS$2.9b21.8x38.7x2.7x
Sat, 25 Nov 2023US$101.4bUS$41.8bUS$2.9b20.7x35.1x2.4x
Mon, 23 Oct 2023US$92.5bUS$42.7bUS$3.0b17.2x30.4x2.2x
Wed, 20 Sep 2023US$103.0bUS$42.7bUS$3.1b14.3x33.7x2.4x
Fri, 18 Aug 2023US$103.2bUS$42.7bUS$3.1b15.3x33.8x2.4x
Sun, 16 Jul 2023US$110.7bUS$43.0bUS$3.3b15.9x33.1x2.6x
Tue, 13 Jun 2023US$103.3bUS$43.0bUS$3.3b17.9x30.9x2.4x
Thu, 11 May 2023US$95.2bUS$42.8bUS$3.3b18.3x28.4x2.2x
Sat, 08 Apr 2023US$98.3bUS$42.9bUS$3.8b16.5x25.7x2.3x
Price to Earnings Ratio

25.7x


Total Market Cap: US$98.3bTotal 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 47.1x202420252026
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 54.8x which is higher than its 3-year average PE of 47.0x.
  • The 3-year average PS ratio of 3.7x 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 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 Market-3.50%
Tech-6.55%
Electronic Equipment and Components-6.47%
Electronic Components-7.03%
Technology Distributors-1.14%
Electronic Manufacturing Services-5.62%
Electronic Equipment and Instruments-7.80%
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
ROG RogersUS$107.332.7%
+US$50.7m		59.7%PS2.4x
MPTI M-tron IndustriesUS$66.854.6%
+US$14.1m		44.0%PE28.2x
GAUZ GauzyUS$0.7715.6%
+US$1.9m		-90.4%PS0.1x
AIRG AirgainUS$5.502.2%
+US$1.5m		56.7%PS1.3x
LGL LGL GroupUS$6.950.4%
+US$164.9k		10.0%PE41.6x

Latest News

KN
US$25.68
Knowles
7D
-2.4%
1Y
69.5%
BELF.A
US$180.20
Bel Fuse
7D
-13.1%
1Y
148.6%
MPTI
US$66.85
M-tron Industries
7D
4.6%
1Y
44.0%

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).
BDC
US$114.83
Belden
7D
-3.3%
1Y
13.6%

BDC: Share Repurchases And Margin Expansion Will Drive Future Upside

Narrative Update on Belden Analysts have revised their price target for Belden slightly higher to $176.0 from $175.8, citing updated assumptions that reflect a revised profit margin outlook and a modestly lower future P/E multiple. What's in the News Belden launched new cybersecurity products for operational technology environments, including a next generation Belden Virtual Firewall that is hardware agnostic and offers deep packet inspection, intrusion prevention and high availability across three licensing tiers (Key Developments).
LWLG
US$7.03
Lightwave Logic
7D
-4.4%
1Y
621.0%

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.
GLW
US$135.97
Corning
7D
-4.3%
1Y
198.6%
COHR
US$238.21
Coherent
7D
-12.5%
1Y
274.0%

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.
LGL
US$6.95
LGL Group
7D
0.4%
1Y
10.0%
LFUS
US$339.35
Littelfuse
7D
-3.7%
1Y
75.7%

LFUS: AI And Defense Tailwinds Will Steady Returns After Recent Pullback

Analysts have raised their Littelfuse price target by $35 to $408, citing what they view as favorable underlying trends supported by AI and defense demand, even after the recent selloff. Analyst Commentary Recent research has focused on how Littelfuse could be positioned against themes such as AI related infrastructure and defense demand, especially after the recent share price pullback.
ROG
US$107.33
Rogers
7D
2.7%
1Y
59.7%

ROG: Share Repurchases And Stable Margins Will Support Future Upside Potential

Analysts have kept their price target for Rogers steady at $124.33, citing only marginal tweaks to their discount rate, long term revenue growth, profit margin assumptions and future P/E expectations that leave their overall valuation view essentially unchanged. What's in the News Rogers issued earnings guidance for the first quarter of 2026, expecting net sales in a range of $193 million to $208 million, giving you a sense of the revenue level management is planning for in the near term (Key Developments).
GAUZ
US$0.77
Gauzy
7D
15.6%
1Y
-90.4%
APH
US$126.35
Amphenol
7D
-1.3%
1Y
91.2%

APH: AI Data Center Content And CCS Acquisition Will Support Future Margins

Analysts now set a slightly adjusted price target for Amphenol, with modest tweaks to the discount rate and long-term P/E assumptions, at around $165. This target is supported by recent research citing AI data center content, the CommScope Connectivity and Cable Solutions acquisition, and clearer visibility on the copper versus optics roadmap as key drivers in their updated views.
AIRG
US$5.50
Airgain
7D
2.2%
1Y
56.7%

AIRG: Recent IoT Wins And 5G Home Platform Deals Will Support Upside

Analysts have nudged their Airgain price target to $6.13, citing their recent bullish views and updated assumptions around discount rates, growth, margins, and future P/E multiples. Analyst Commentary Bullish Takeaways Bullish analysts see the updated US$6.13 target as better aligned with their assumptions around discount rates and future P/E multiples, suggesting the current valuation reflects their constructive stance on execution risk.