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U.S. Electronic Components Industry Analysis

UpdatedFeb 24, 2026
DataAggregated Company Financials
Companies26
  • 7D4.8%
  • 3M31.0%
  • 1Y137.3%
  • YTDn/a

In the last week, the Electronic Components industry is up 4.8%, with Corning up 8.8%. This takes the industry's 12 month performance to a gain of 137%. 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
Tue, 24 Feb 2026US$377.8bUS$55.7bUS$6.2b43.5x60.9x6.8x
Thu, 22 Jan 2026US$320.6bUS$52.3bUS$5.6b45x57.7x6.1x
Sat, 20 Dec 2025US$280.1bUS$52.3bUS$5.6b38.6x50.5x5.4x
Mon, 17 Nov 2025US$274.4bUS$52.4bUS$5.5b30.6x49.5x5.2x
Wed, 15 Oct 2025US$262.2bUS$49.0bUS$4.1b28.9x63.8x5.3x
Fri, 12 Sep 2025US$245.6bUS$49.0bUS$4.1b27.2x59.8x5x
Sun, 10 Aug 2025US$226.9bUS$48.8bUS$4.1b24.3x54.8x4.6x
Tue, 08 Jul 2025US$197.8bUS$46.0bUS$3.3b24.4x60.4x4.3x
Thu, 05 Jun 2025US$182.8bUS$46.1bUS$3.2b21.3x56.4x4x
Sat, 03 May 2025US$156.8bUS$45.7bUS$3.3b22.3x47.9x3.4x
Mon, 31 Mar 2025US$145.6bUS$43.6bUS$3.1b22.3x46.4x3.3x
Wed, 26 Feb 2025US$155.4bUS$43.6bUS$3.1b25.4x49.5x3.6x
Fri, 24 Jan 2025US$175.6bUS$43.0bUS$2.9b30.2x60.5x4.1x
Sun, 22 Dec 2024US$159.0bUS$42.0bUS$2.7b26.9x59.5x3.8x
Tue, 19 Nov 2024US$157.9bUS$42.0bUS$2.7b27.4x59x3.8x
Thu, 17 Oct 2024US$153.4bUS$40.8bUS$2.6b24.9x58.1x3.8x
Sat, 14 Sep 2024US$142.3bUS$40.8bUS$2.6b21.3x55.5x3.5x
Mon, 12 Aug 2024US$135.8bUS$40.8bUS$2.4b19.6x56x3.3x
Wed, 10 Jul 2024US$148.8bUS$40.4bUS$3.0b22.2x49.1x3.7x
Fri, 07 Jun 2024US$141.3bUS$40.7bUS$3.0b21x46.8x3.5x
Sun, 05 May 2024US$129.4bUS$40.8bUS$3.1b20.2x41.5x3.2x
Tue, 02 Apr 2024US$125.1bUS$40.9bUS$3.0b19.4x41.3x3.1x
Thu, 29 Feb 2024US$118.9bUS$41.0bUS$3.0b21.4x39.3x2.9x
Sat, 27 Jan 2024US$111.8bUS$41.9bUS$2.9b20.7x38.5x2.7x
Mon, 25 Dec 2023US$111.3bUS$41.8bUS$2.9b21.7x38.4x2.7x
Wed, 22 Nov 2023US$101.6bUS$41.8bUS$2.9b21x35.1x2.4x
Fri, 20 Oct 2023US$93.6bUS$42.7bUS$3.0b17.3x30.7x2.2x
Sun, 17 Sep 2023US$102.1bUS$42.7bUS$3.1b14.3x33.4x2.4x
Tue, 15 Aug 2023US$107.1bUS$42.4bUS$3.3b15.5x32.5x2.5x
Thu, 13 Jul 2023US$112.7bUS$43.0bUS$3.3b16x33.7x2.6x
Sat, 10 Jun 2023US$102.1bUS$43.0bUS$3.3b18.5x30.5x2.4x
Mon, 08 May 2023US$95.5bUS$42.4bUS$3.4b18.4x28x2.3x
Wed, 05 Apr 2023US$101.0bUS$42.9bUS$3.8b16.4x26.4x2.4x
Fri, 03 Mar 2023US$101.4bUS$42.9bUS$3.8b17.5x26.5x2.4x
Price to Earnings Ratio

26.5x


Total Market Cap: US$101.4bTotal 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 46x202420252026
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 60.9x which is higher than its 3-year average PE of 46.0x.
  • The 3-year average PS ratio of 3.5x is lower than the industry's current PS ratio of 6.8x.
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-0.35%
Tech-0.32%
Electronic Equipment and Components2.48%
Electronic Components4.82%
Electronic Manufacturing Services1.23%
Electronic Equipment and Instruments0.21%
Technology Distributors-1.98%
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$145.258.8%
+US$10.1b		186.0%PE78.1x
COHR CoherentUS$248.8914.6%
+US$5.9b		210.3%PE242.7x
APH AmphenolUS$147.820.7%
+US$1.4b		120.2%PE42.6x
LFUS LittelfuseUS$368.385.3%
+US$540.0m		52.8%PS3.9x
VSH Vishay IntertechnologyUS$19.322.3%
+US$59.7m		5.3%PS0.9x

Latest News

GLW
US$145.25
Corning
7D
8.8%
1Y
186.0%
LFUS
US$368.38
Littelfuse
7D
5.3%
1Y
52.8%

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$106.21
Rogers
7D
-1.5%
1Y
23.5%

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).
VSH
US$19.32
Vishay Intertechnology
7D
2.3%
1Y
5.3%

Heavy CapEx And Silicon Carbide Risks Will Limit Long Term Margin Recovery

Catalysts About Vishay Intertechnology Vishay Intertechnology produces a broad range of semiconductors and passive components used across Automotive, Industrial Power, Aerospace and Defense, AI computing and Healthcare applications. What are the underlying business or industry changes driving this perspective?
BELF.A
US$215.60
Bel Fuse
7D
0.2%
1Y
155.9%
KN
US$27.48
Knowles
7D
0.7%
1Y
56.9%

KN: Completed Buybacks And Modest Guidance Will Limit Future Upside

Analysts have maintained their $23.00 price target on Knowles, citing relatively steady assumptions around long term discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News Completed share repurchases under the program announced on February 24, 2020, reaching a total of 14,946,544 shares bought back, representing 16.61% of shares for US$271.5 million (company disclosure).
AMPG
US$2.60
AmpliTech Group
7D
-3.7%
1Y
46.1%

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$147.82
Amphenol
7D
0.7%
1Y
120.2%

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.
BDC
US$144.89
Belden
7D
-3.2%
1Y
29.7%

Belden Inc. (NYSE:BDC) Just Reported And Analysts Have Been Lifting Their Price Targets

Feb 16
Belden Inc. (NYSE:BDC) Just Reported And Analysts Have Been Lifting Their Price Targets
AIRG
US$5.06
Airgain
7D
-9.3%
1Y
-22.4%

AIRG: Lighthouse 5G Rollout Partnership Will Support Future Upside Potential

Analysts have adjusted their Airgain price target to $6.25. This reflects updated views on discount rate, profit margin and future P/E assumptions following recent bullish Street research.
COHR
US$248.89
Coherent
7D
14.6%
1Y
210.3%
CCTG
US$0.58
CCSC Technology International Holdings
7D
-12.4%
1Y
-96.5%
GAUZ
US$0.52
Gauzy
7D
-30.7%
1Y
-95.4%
MPTI
US$65.91
M-tron Industries
7D
7.0%
1Y
88.3%
CPSH
US$4.35
CPS Technologies
7D
-7.4%
1Y
184.3%

Investors Continue Waiting On Sidelines For CPS Technologies Corporation (NASDAQ:CPSH)

Dec 10
Investors Continue Waiting On Sidelines For CPS Technologies Corporation (NASDAQ:CPSH)