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U.S. Electronic Components Industry Analysis

UpdatedMar 01, 2026
DataAggregated Company Financials
Companies26
  • 7D1.2%
  • 3M30.9%
  • 1Y144.8%
  • YTDn/a

Over the last 7 days, the Electronic Components industry has risen 1.2%, driven by gains from Corning of 7.8%. This takes the industry's 12 month performance to a gain of 145%. Looking forward, 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
Sun, 01 Mar 2026US$382.4bUS$55.7bUS$6.2b42.7x61.6x6.9x
Tue, 27 Jan 2026US$320.1bUS$52.3bUS$5.6b45.9x57.7x6.1x
Thu, 25 Dec 2025US$295.7bUS$52.3bUS$5.6b39.4x53.3x5.7x
Sat, 22 Nov 2025US$265.2bUS$52.4bUS$5.5b40.1x47.9x5.1x
Mon, 20 Oct 2025US$264.0bUS$49.0bUS$4.1b30.7x64.3x5.4x
Wed, 17 Sep 2025US$249.0bUS$49.0bUS$4.1b26.9x60.6x5.1x
Fri, 15 Aug 2025US$227.6bUS$49.0bUS$4.1b25.2x55.5x4.6x
Sun, 13 Jul 2025US$196.2bUS$46.0bUS$3.3b24.9x59.9x4.3x
Tue, 10 Jun 2025US$185.1bUS$46.1bUS$3.2b22x57.1x4x
Thu, 08 May 2025US$160.4bUS$45.7bUS$3.2b21.4x49.5x3.5x
Sat, 05 Apr 2025US$133.7bUS$43.6bUS$3.1b19.6x42.6x3.1x
Mon, 03 Mar 2025US$152.5bUS$43.6bUS$3.1b25x48.5x3.5x
Wed, 29 Jan 2025US$154.3bUS$43.0bUS$2.9b28.6x53.2x3.6x
Fri, 27 Dec 2024US$161.5bUS$42.0bUS$2.7b27.9x60.4x3.8x
Sun, 24 Nov 2024US$166.3bUS$42.0bUS$2.7b31.1x62.2x4x
Tue, 22 Oct 2024US$155.9bUS$40.8bUS$2.6b24.4x59x3.8x
Thu, 19 Sep 2024US$144.6bUS$40.8bUS$2.6b22.1x56.4x3.5x
Sat, 17 Aug 2024US$143.6bUS$40.9bUS$2.6b21x56x3.5x
Mon, 15 Jul 2024US$154.6bUS$40.4bUS$3.0b21.3x51x3.8x
Wed, 12 Jun 2024US$140.7bUS$40.7bUS$3.0b19.6x46.6x3.5x
Fri, 10 May 2024US$132.1bUS$40.7bUS$3.0b18.6x43.6x3.2x
Sun, 07 Apr 2024US$125.0bUS$40.9bUS$3.0b19.4x41.3x3.1x
Tue, 05 Mar 2024US$123.8bUS$41.0bUS$3.0b21.5x40.9x3x
Thu, 01 Feb 2024US$115.4bUS$41.8bUS$2.9b22.2x40.4x2.8x
Sat, 30 Dec 2023US$111.9bUS$41.8bUS$2.9b21.5x38.7x2.7x
Mon, 27 Nov 2023US$101.4bUS$41.8bUS$2.9b20.7x35.1x2.4x
Wed, 25 Oct 2023US$91.6bUS$42.7bUS$3.0b17x30.1x2.1x
Fri, 22 Sep 2023US$99.8bUS$42.7bUS$3.1b15.2x32.6x2.3x
Sun, 20 Aug 2023US$103.2bUS$42.7bUS$3.1b15.5x33.8x2.4x
Tue, 18 Jul 2023US$109.3bUS$42.9bUS$3.3b16.2x32.6x2.5x
Thu, 15 Jun 2023US$105.5bUS$43.0bUS$3.3b17.5x31.5x2.5x
Sat, 13 May 2023US$94.2bUS$42.8bUS$3.3b18.5x28.1x2.2x
Mon, 10 Apr 2023US$98.3bUS$42.9bUS$3.8b16.5x25.7x2.3x
Wed, 08 Mar 2023US$100.9bUS$42.9bUS$3.8b17.2x26.4x2.4x
Price to Earnings Ratio

26.4x


Total Market Cap: US$100.9bTotal 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 46.2x202420252026
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 61.6x which is higher than its 3-year average PE of 46.2x.
  • The 3-year average PS ratio of 3.6x is lower than the industry's current PS ratio of 6.9x.
Past Earnings Growth
  • The earnings for companies in the Electronic Components industry have grown 17% 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-0.57%
Tech-2.05%
Electronic Equipment and Components1.14%
Electronic Components1.21%
Electronic Equipment and Instruments5.62%
Electronic Manufacturing Services-1.87%
Technology Distributors-2.73%
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$150.387.8%
+US$9.3b		199.9%PE80.8x
COHR CoherentUS$258.934.3%
+US$2.0b		244.4%PE252.5x
LWLG Lightwave LogicUS$4.4127.5%
+US$138.2m		264.5%PS6374.9x
ROG RogersUS$107.830.3%
+US$6.1m		34.9%PS2.4x
ELTK EltekUS$8.992.2%
+US$1.3m		-22.4%PE52.1x

Latest News

AIRG
US$4.20
Airgain
7D
-18.0%
1Y
-27.6%
GLW
US$150.38
Corning
7D
7.8%
1Y
199.9%
BDC
US$143.30
Belden
7D
-1.7%
1Y
30.2%

BDC: Buybacks And M&A Pipeline Will Support Future Upside Potential

Analysts have adjusted their price target on Belden from $169.40 to $175.80, reflecting updated views on revenue growth, profit margins, and future P/E assumptions. What's in the News Belden completed a share repurchase of 1,345,511 shares, representing 3.39% of shares, for a total of US$154.91 million under the buyback program announced on September 12, 2024.
KN
US$27.17
Knowles
7D
-1.3%
1Y
63.8%
BELF.A
US$211.95
Bel Fuse
7D
-1.9%
1Y
160.0%
VSH
US$18.72
Vishay Intertechnology
7D
-4.8%
1Y
9.2%
LWLG
US$4.41
Lightwave Logic
7D
27.5%
1Y
264.5%
COHR
US$258.93
Coherent
7D
4.3%
1Y
244.4%

COHR: AI Optical Demand And Product Pipeline Will Shape Balanced Risk Outlook

Analysts have lifted their price target framework for Coherent to about $254, up from roughly $246, citing a larger expected optical total addressable market tied to AI data center investment and new network technologies. Analyst Commentary Recent Street research around Coherent has centered on how quickly its optical opportunities tied to AI data centers and new network technologies are being reflected in valuation frameworks.
LFUS
US$352.46
Littelfuse
7D
-4.8%
1Y
51.9%

LFUS: Rating Upgrade And 2026 Sales Outlook Will Guide Balanced Return Prospects

Analysts have adjusted their price target on Littelfuse to $353.60 from $344.00. This change reflects updated views on fair value and future P/E assumptions, supported by recent research updates and upgrades from multiple firms.
ROG
US$107.83
Rogers
7D
0.3%
1Y
34.9%

ROG: Buybacks And Margin Outlook Will Support A Stronger Forward View

Analysts have revised their price target on Rogers to $124.33 from $104.00, citing updated views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Rogers issued earnings guidance for the first quarter of 2026, with expected net sales in a range of $193 million to $208 million, giving you a rough sense of the revenue scale management is planning for that period (company guidance).
AMPG
US$2.68
AmpliTech Group
7D
1.1%
1Y
62.4%

AMPG: 5G Open RAN Contracts Will Support Strong Future Upside

Analysts have raised their price target on AmpliTech Group to a new fair value estimate of $9.00, supported by slightly lower assumed discount rates, steady revenue growth and margin expectations, and a more conservative future P/E assumption of 11.86x. What's in the News AmpliTech completed a composite units rights offering totaling $36.0 million, issuing 9,000,000 equity or derivative units at $4.00 per unit (Composite Units Offering).
APH
US$146.06
Amphenol
7D
-3.3%
1Y
119.3%

APH: Future AI And Acquisition Hype Will Likely Cap Share Upside

Our analyst price target for Amphenol has been adjusted from $123.77 to $135.00, with analysts pointing to raised Street targets, support from data center AI exposure, and the planned CommScope Connectivity and Cable Solutions acquisition as key drivers behind the update. Analyst Commentary Recent Street research on Amphenol has leaned constructive, with several large firms lifting price targets and, in one case, moving the stock to an Overweight rating.
MPTI
US$63.29
M-tron Industries
7D
-4.0%
1Y
60.0%
ELTK
US$8.99
Eltek
7D
2.2%
1Y
-22.4%

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