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U.S. Electronic Components Industry Analysis

UpdatedNov 08, 2025
DataAggregated Company Financials
Companies27
  • 7D-0.1%
  • 3M26.3%
  • 1Y68.9%
  • YTDn/a

Last week, the Electronic Components industry hasn't moved much but Coherent is up 20% in that time. As for the the longer term, the industry is up 71% over the past 12 months. Looking forward, earnings are forecast to grow by 22% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 08 Nov 2025US$288.8bUS$52.4bUS$5.5b35.6x52.1x5.5x
Mon, 06 Oct 2025US$258.3bUS$49.0bUS$4.1b28.1x62.9x5.3x
Wed, 03 Sep 2025US$224.1bUS$49.0bUS$4.1b25.9x54.6x4.6x
Fri, 01 Aug 2025US$215.4bUS$48.7bUS$4.2b26.1x50.9x4.4x
Sun, 29 Jun 2025US$193.2bUS$46.1bUS$3.2b24.4x59.7x4.2x
Tue, 27 May 2025US$172.6bUS$46.1bUS$3.2b20.8x53.3x3.7x
Thu, 24 Apr 2025US$137.1bUS$45.1bUS$3.3b19.8x41.2x3x
Sat, 22 Mar 2025US$148.8bUS$43.6bUS$3.1b22.3x47.4x3.4x
Mon, 17 Feb 2025US$160.3bUS$43.6bUS$3.2b25.8x50.5x3.7x
Wed, 15 Jan 2025US$157.7bUS$42.0bUS$2.7b27.8x59.1x3.8x
Fri, 13 Dec 2024US$164.9bUS$42.0bUS$2.7b31.7x61.7x3.9x
Sun, 10 Nov 2024US$167.7bUS$42.0bUS$2.7b31.6x63x4x
Tue, 08 Oct 2024US$147.5bUS$40.8bUS$2.6b24.6x57.6x3.6x
Thu, 05 Sep 2024US$138.7bUS$40.8bUS$2.6b21.2x54.2x3.4x
Sat, 03 Aug 2024US$136.6bUS$40.8bUS$2.6b20.7x53x3.3x
Mon, 01 Jul 2024US$144.0bUS$40.7bUS$3.0b20.8x47.7x3.5x
Wed, 29 May 2024US$141.2bUS$40.7bUS$3.0b21.1x46.7x3.5x
Fri, 26 Apr 2024US$123.6bUS$41.0bUS$3.1b19.2x39.3x3x
Sun, 24 Mar 2024US$124.1bUS$40.9bUS$3.0b19.5x41x3x
Tue, 20 Feb 2024US$118.1bUS$41.0bUS$3.1b21.2x38.4x2.9x
Thu, 18 Jan 2024US$106.5bUS$41.8bUS$2.9b19x36.8x2.5x
Sat, 16 Dec 2023US$111.0bUS$41.8bUS$2.9b20.8x38.3x2.7x
Mon, 13 Nov 2023US$97.8bUS$41.8bUS$2.9b21x33.8x2.3x
Wed, 11 Oct 2023US$98.7bUS$42.7bUS$3.0b17.3x32.4x2.3x
Fri, 08 Sep 2023US$103.3bUS$42.7bUS$3.1b15.4x33.8x2.4x
Sun, 06 Aug 2023US$108.0bUS$42.4bUS$3.3b13.6x32.6x2.5x
Tue, 04 Jul 2023US$110.5bUS$43.0bUS$3.3b16.5x33x2.6x
Thu, 01 Jun 2023US$97.5bUS$43.0bUS$3.3b19x29.1x2.3x
Sat, 29 Apr 2023US$96.4bUS$42.4bUS$3.4b16.9x28.2x2.3x
Mon, 27 Mar 2023US$98.5bUS$42.9bUS$3.8b17.1x25.7x2.3x
Wed, 22 Feb 2023US$100.8bUS$42.9bUS$3.8b17.3x26.7x2.4x
Fri, 20 Jan 2023US$100.3bUS$42.4bUS$4.5b17.1x22.4x2.4x
Sun, 18 Dec 2022US$95.4bUS$42.4bUS$4.5b14.9x21.3x2.2x
Tue, 15 Nov 2022US$98.6bUS$42.4bUS$4.5b15.9x21.8x2.3x
Price to Earnings Ratio

21.8x


Total Market Cap: US$98.6bTotal Earnings: US$4.5bTotal Revenue: US$42.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electronic Components Industry Price to Earnings3Y Average 43x202320242025
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 51.5x which is higher than its 3-year average PE of 43.0x.
  • The 3-year average PS ratio of 3.2x is lower than the industry's current PS ratio of 5.5x.
Past Earnings Growth
  • The earnings for companies in the Electronic Components industry have grown 7.1% 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 Market-1.99%
Tech-4.60%
Electronic Equipment and Components-1.21%
Electronic Components-0.15%
Electronic Manufacturing Services-0.15%
Electronic Equipment and Instruments-2.70%
Technology Distributors-5.38%
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$154.5117.1%
+US$3.6b		40.4%PE205.3x
LWLG Lightwave LogicUS$5.2311.0%
+US$67.3m		39.8%PS7174.7x
BELF.A Bel FuseUS$136.780.04%
+US$674.0k		32.5%PE26.6x

Latest News

COHR
US$154.51
Coherent
7D
17.1%
1Y
40.4%

What Coherent Corp.'s (NYSE:COHR) 40% Share Price Gain Is Not Telling You

Nov 07
What Coherent Corp.'s (NYSE:COHR) 40% Share Price Gain Is Not Telling You
KN
US$22.58
Knowles
7D
-4.4%
1Y
18.0%

KN: Share Buybacks And Rising Revenue Expectations Will Drive Shares Higher

Analysts have raised their price target for Knowles from $23.75 to $26.50. They cite higher expected revenue growth, even though they project a reduced profit margin and a slightly increased discount rate.
GAUZ
US$4.74
Gauzy
7D
-16.1%
1Y
-43.5%
APH
US$139.09
Amphenol
7D
-0.2%
1Y
88.3%

APH: Recent Margin Gains And End Market Strength May Offset Integration Risks Ahead

Amphenol's analyst price target has increased from approximately $139 to $144 per share, with analysts highlighting stronger margins, accelerating sales growth, and a constructive outlook for key end markets as key drivers for the positive revision. Analyst Commentary Bullish Takeaways Bullish analysts highlight robust margin expansion and an improving sales growth outlook, which are contributing to upward revisions in price targets.
GLW
US$85.48
Corning
7D
-4.0%
1Y
75.5%
VSH
US$14.37
Vishay Intertechnology
7D
-15.4%
1Y
-19.7%
ROG
US$84.28
Rogers
7D
-3.7%
1Y
-22.6%

ROG: Stronger Profit Margins And Share Buybacks Are Set To Drive Upside

Analysts have raised their price target for Rogers from $85.67 to $95.67. They cite improved revenue growth projections and stronger profit margins as key factors behind the more positive outlook.
BELF.A
US$136.78
Bel Fuse
7D
0.04%
1Y
32.5%
BDC
US$119.74
Belden
7D
-1.7%
1Y
-5.4%
LWLG
US$5.23
Lightwave Logic
7D
11.0%
1Y
39.8%

We're Not Very Worried About Lightwave Logic's (NASDAQ:LWLG) Cash Burn Rate

Oct 18
We're Not Very Worried About Lightwave Logic's (NASDAQ:LWLG) Cash Burn Rate
CCTG
US$0.33
CCSC Technology International Holdings
7D
-72.6%
1Y
-82.3%