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U.S. Electronic Components Industry Analysis

UpdatedApr 10, 2026
DataAggregated Company Financials
Companies26
  • 7D10.7%
  • 3M31.8%
  • 1Y187.2%
  • YTDn/a

Over the last 7 days, the Electronic Components industry has risen 11%, driven by gains from Corning of 15%. This means that the industry has gained 167% over the past year. 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
Fri, 10 Apr 2026US$389.2bUS$55.7bUS$6.2b46.4x62.7x7x
Sun, 08 Mar 2026US$336.0bUS$55.7bUS$6.2b39.7x54.1x6x
Tue, 03 Feb 2026US$323.1bUS$55.2bUS$6.0b41.5x53.5x5.9x
Thu, 01 Jan 2026US$291.9bUS$52.3bUS$5.6b38.9x52.6x5.6x
Sat, 29 Nov 2025US$289.6bUS$52.4bUS$5.5b40x52.3x5.5x
Mon, 27 Oct 2025US$279.0bUS$51.2bUS$4.8b34.4x58.7x5.4x
Wed, 24 Sep 2025US$257.0bUS$49.0bUS$4.1b33x62.6x5.2x
Fri, 22 Aug 2025US$220.1bUS$49.0bUS$4.1b26.7x53.6x4.5x
Sun, 20 Jul 2025US$204.8bUS$46.0bUS$3.3b25.3x62.5x4.5x
Tue, 17 Jun 2025US$182.7bUS$46.1bUS$3.2b22.2x56.4x4x
Thu, 15 May 2025US$173.4bUS$46.0bUS$3.3b21.2x53x3.8x
Sat, 12 Apr 2025US$134.8bUS$43.6bUS$3.1b20.1x43x3.1x
Mon, 10 Mar 2025US$142.5bUS$43.6bUS$3.1b24.2x45.3x3.3x
Wed, 05 Feb 2025US$157.5bUS$43.5bUS$3.2b31.2x49.7x3.6x
Fri, 03 Jan 2025US$157.4bUS$42.0bUS$2.7b28x59x3.8x
Sun, 01 Dec 2024US$164.2bUS$42.0bUS$2.7b31.4x61.4x3.9x
Tue, 29 Oct 2024US$157.1bUS$41.6bUS$3.0b26.9x53.2x3.8x
Thu, 26 Sep 2024US$151.4bUS$40.8bUS$2.6b23.3x59.1x3.7x
Sat, 24 Aug 2024US$146.7bUS$40.9bUS$2.6b22.1x57.3x3.6x
Mon, 22 Jul 2024US$145.3bUS$40.4bUS$3.0b20.5x48x3.6x
Wed, 19 Jun 2024US$146.6bUS$40.7bUS$3.0b20.4x48.5x3.6x
Fri, 17 May 2024US$137.0bUS$40.7bUS$3.0b19.3x45.3x3.4x
Sun, 14 Apr 2024US$123.5bUS$40.9bUS$3.0b19.1x40.8x3x
Tue, 12 Mar 2024US$121.5bUS$40.9bUS$3.0b19.8x40.2x3x
Thu, 08 Feb 2024US$115.3bUS$41.2bUS$2.9b21.5x40.2x2.8x
Sat, 06 Jan 2024US$106.8bUS$41.8bUS$2.9b20.3x36.9x2.6x
Mon, 04 Dec 2023US$103.5bUS$41.8bUS$2.9b21.3x35.7x2.5x
Wed, 01 Nov 2023US$92.2bUS$42.3bUS$3.0b16.6x30.5x2.2x
Fri, 29 Sep 2023US$99.9bUS$42.7bUS$3.1b14x32.7x2.3x
Sun, 27 Aug 2023US$104.5bUS$42.7bUS$3.1b15.5x34.2x2.4x
Tue, 25 Jul 2023US$107.2bUS$42.9bUS$3.4b15.8x32x2.5x
Thu, 22 Jun 2023US$107.0bUS$43.0bUS$3.3b18.8x32x2.5x
Sat, 20 May 2023US$96.2bUS$42.8bUS$3.3b19.5x28.7x2.2x
Mon, 17 Apr 2023US$99.6bUS$42.9bUS$3.8b17.4x26x2.3x
Price to Earnings Ratio

26x


Total Market Cap: US$99.6bTotal 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 47.3x202420252026
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 57.9x which is higher than its 3-year average PE of 47.3x.
  • The 3-year average PS ratio of 3.7x is lower than the industry's current PS ratio of 6.5x.
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 Market3.43%
Tech3.65%
Electronic Equipment and Components9.37%
Electronic Components10.66%
Electronic Manufacturing Services9.46%
Electronic Equipment and Instruments7.57%
Technology Distributors6.14%
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$169.8014.8%
+US$18.8b		307.3%PE91.4x
APH AmphenolUS$137.687.6%
+US$11.9b		114.7%PE39.6x
COHR CoherentUS$284.1710.1%
+US$5.1b		412.6%PE288.7x
LFUS LittelfuseUS$376.368.6%
+US$748.7m		146.4%PS4x
BDC BeldenUS$128.0311.3%
+US$503.0m		38.7%PE20.9x

Latest News

APH
US$137.68
Amphenol
7D
7.6%
1Y
114.7%
GLW
US$169.80
Corning
7D
14.8%
1Y
307.3%

Corning: One Of The Most Intriguing Infrastructure Plays

Apr 09
COHR
US$284.17
Coherent
7D
10.1%
1Y
412.6%

COHR: AI Optics Demand And Nvidia Partnership Will Shape Future Risk Balance

Analysts have nudged the price target for Coherent higher by $40, citing stronger perceived earnings power tied to rising AI data center optical demand and capacity commitments from major customers. The model now reflects a slightly higher discount rate and future P/E, while keeping fair value unchanged at $284.25.
VSH
US$21.33
Vishay Intertechnology
7D
14.8%
1Y
86.3%

VSH: Execution On Backlog And Cost Controls Will Guide Balanced Future Prospects

Analysts have maintained their fair value estimate for Vishay Intertechnology at $17.50 while making slight adjustments to key model inputs, as recent Street research combined a $1 BofA price target reduction with earlier $2 and $6 target increases from other firms. Analyst Commentary Bullish Takeaways Bullish analysts raising price targets by US$2 and US$6 signal confidence that the current valuation still allows room for upside if execution on key initiatives holds up.
ROG
US$115.55
Rogers
7D
9.5%
1Y
109.2%

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

Narrative Update on Rogers Analysts are maintaining their fair value estimate for Rogers at $124.33 per share, with only very small adjustments to inputs such as discount rate, revenue growth, profit margin, and future P/E used to support their updated price target work. What's in the News Rogers issued earnings guidance for the first quarter of 2026, targeting net sales in a range of $193 million to $208 million, giving investors a sense of expected near term revenue levels (Company guidance).
LFUS
US$376.36
Littelfuse
7D
8.6%
1Y
146.4%

LFUS: AI And Defense Demand Will Support Measured Returns After Pullback

The analyst fair value estimate for Littelfuse has moved from $353.60 to $367.00 as analysts highlight AI and defense demand as key supports for the updated targets. Analyst Commentary Recent Street research has turned more constructive on Littelfuse, with several firms updating views and price targets alongside the recalibrated fair value estimate.
LGL
US$6.90
LGL Group
7D
-3.2%
1Y
9.5%
AMPG
US$1.82
AmpliTech Group
7D
-5.7%
1Y
42.2%

AMPG: O RAN 5G Certification And Guidance Will Drive Future Upside

Analysts have trimmed their price target on AmpliTech Group by $2, citing updated assumptions that include a fair value estimate of 7.0, a discount rate of 8.56%, revenue growth of 48.90%, a profit margin of 23.22%, and a forward P/E of 14.37x. Analyst Commentary Analysts are updating their views on AmpliTech Group in light of the revised fair value estimate of 7.0 and the trimmed price target.
BDC
US$128.03
Belden
7D
11.3%
1Y
38.7%
WETH
US$1.32
Wetouch Technology
7D
-5.0%
1Y
1.1%
BELF.A
US$222.50
Bel Fuse
7D
18.3%
1Y
249.4%
MPTI
US$68.26
M-tron Industries
7D
-1.4%
1Y
54.3%

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).
GAUZ
US$0.72
Gauzy
7D
-5.6%
1Y
-90.7%
ELTK
US$7.93
Eltek
7D
-4.5%
1Y
-5.5%