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U.S. Electronic Components Industry Analysis

UpdatedMar 02, 2026
DataAggregated Company Financials
Companies26
  • 7D1.2%
  • 3M31.0%
  • 1Y144.8%
  • YTDn/a

Over the last 7 days, the Electronic Components industry has risen 1.2%, driven by gains in Corning and Coherent of 8.7% and 20%, respectively. Meanwhile, Amphenol actually underperformed within the industry, shrinking 8.6% in the last week. This takes the industry's 12 month performance to a gain of 145%. As for the next few years, earnings are expected to grow by 24% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 04 Mar 2026US$382.4bUS$55.7bUS$6.2b42.7x61.6x6.9x
Fri, 30 Jan 2026US$323.3bUS$55.2bUS$6.0b42.9x53.5x5.9x
Sun, 28 Dec 2025US$295.0bUS$52.3bUS$5.6b39.3x53.1x5.6x
Tue, 25 Nov 2025US$269.2bUS$52.4bUS$5.5b40.3x48.6x5.1x
Thu, 23 Oct 2025US$265.0bUS$49.0bUS$4.1b31.6x64.5x5.4x
Sat, 20 Sep 2025US$254.4bUS$49.0bUS$4.1b26.1x62x5.2x
Mon, 18 Aug 2025US$222.7bUS$49.0bUS$4.1b25x54.3x4.5x
Wed, 16 Jul 2025US$199.2bUS$46.0bUS$3.3b24.9x60.8x4.3x
Fri, 13 Jun 2025US$185.3bUS$46.1bUS$3.2b22.5x57.2x4x
Sun, 11 May 2025US$162.6bUS$46.0bUS$3.3b21.5x49.7x3.5x
Tue, 08 Apr 2025US$125.5bUS$43.6bUS$3.1b19x40x2.9x
Thu, 06 Mar 2025US$143.3bUS$43.6bUS$3.1b24x45.6x3.3x
Sat, 01 Feb 2025US$159.4bUS$43.5bUS$3.2b32.6x50.3x3.7x
Mon, 30 Dec 2024US$159.8bUS$42.0bUS$2.7b27.4x59.8x3.8x
Wed, 27 Nov 2024US$164.5bUS$42.0bUS$2.7b31.5x61.5x3.9x
Fri, 25 Oct 2024US$156.6bUS$41.6bUS$2.7b24.3x57.6x3.8x
Sun, 22 Sep 2024US$149.8bUS$40.8bUS$2.6b23.3x58.5x3.7x
Tue, 20 Aug 2024US$144.1bUS$40.9bUS$2.6b21.7x56.2x3.5x
Thu, 18 Jul 2024US$156.7bUS$40.4bUS$3.0b21.7x51.7x3.9x
Sat, 15 Jun 2024US$145.5bUS$40.7bUS$3.0b20.9x48.2x3.6x
Mon, 13 May 2024US$132.9bUS$40.7bUS$3.0b18.7x43.8x3.3x
Wed, 10 Apr 2024US$124.3bUS$40.9bUS$3.0b19.4x41x3x
Fri, 08 Mar 2024US$122.7bUS$40.9bUS$3.0b20.7x40.6x3x
Sun, 04 Feb 2024US$114.9bUS$41.8bUS$2.8b22.4x40.3x2.7x
Tue, 02 Jan 2024US$111.1bUS$41.8bUS$2.9b21.5x38.4x2.7x
Thu, 30 Nov 2023US$100.6bUS$41.8bUS$2.9b20.5x34.7x2.4x
Sat, 28 Oct 2023US$91.0bUS$42.3bUS$3.0b16.8x30.1x2.2x
Mon, 25 Sep 2023US$100.1bUS$42.7bUS$3.1b14.1x32.7x2.3x
Wed, 23 Aug 2023US$103.9bUS$42.7bUS$3.1b15.5x34x2.4x
Fri, 21 Jul 2023US$107.9bUS$42.9bUS$3.4b15.9x32.2x2.5x
Sun, 18 Jun 2023US$109.5bUS$43.0bUS$3.3b18.9x32.7x2.5x
Tue, 16 May 2023US$95.2bUS$42.8bUS$3.3b18.7x28.4x2.2x
Thu, 13 Apr 2023US$99.6bUS$42.9bUS$3.8b17.2x26x2.3x
Sat, 11 Mar 2023US$98.1bUS$42.9bUS$3.8b16.9x25.6x2.3x
Price to Earnings Ratio

25.6x


Total Market Cap: US$98.1bTotal 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 46.3x202420252026
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 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
COHR CoherentUS$280.8110.2%
+US$7.1b		303.6%PE285.3x
LWLG Lightwave LogicUS$5.2530.9%
+US$180.3m		348.7%PS7589.2x
ROG RogersUS$110.672.3%
+US$43.7m		47.1%PS2.4x
AMPG AmpliTech GroupUS$2.722.3%
+US$1.5m		68.9%PS3x
GAUZ GauzyUS$0.532.6%
+US$252.1k		-94.2%PS0.1x

Latest News

COHR
US$280.81
Coherent
7D
10.2%
1Y
303.6%
BDC
US$136.12
Belden
7D
-8.0%
1Y
32.2%
GLW
US$147.57
Corning
7D
-2.7%
1Y
217.4%
AIRG
US$4.21
Airgain
7D
-12.8%
1Y
-24.1%

AIRG: Bullish Coverage And 5G Wins Will Support Future Upside Potential

Analysts have adjusted their Airgain fair value estimate slightly from $6.25 to $6.13, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E, while incorporating a recent bullish initiation of coverage. Analyst Commentary Bullish Takeaways Bullish analysts view the recent initiation of coverage as supportive of the updated fair value, suggesting the business model can justify a P/E that aligns with their revised assumptions.
KN
US$26.26
Knowles
7D
-6.4%
1Y
65.9%
BELF.A
US$194.78
Bel Fuse
7D
-9.7%
1Y
145.0%
VSH
US$17.95
Vishay Intertechnology
7D
-8.5%
1Y
6.0%
LWLG
US$5.25
Lightwave Logic
7D
30.9%
1Y
348.7%
LFUS
US$345.06
Littelfuse
7D
-6.4%
1Y
60.0%

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$110.67
Rogers
7D
2.3%
1Y
47.1%

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$2.72
AmpliTech Group
7D
2.3%
1Y
68.9%

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$129.58
Amphenol
7D
-14.5%
1Y
105.5%

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.
GAUZ
US$0.53
Gauzy
7D
2.6%
1Y
-94.2%