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U.S. Electronic Components Industry Analysis

UpdatedDec 02, 2025
DataAggregated Company Financials
Companies27
  • 7D1.5%
  • 3M26.9%
  • 1Y70.4%
  • YTDn/a

In the last week, the Electronic Components industry is up 6.8%, with Amphenol up 2.2%. In the last 12 months, the industry was up 74%. 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
Tue, 02 Dec 2025US$289.6bUS$52.4bUS$5.5b39.4x52.3x5.5x
Thu, 30 Oct 2025US$278.8bUS$51.9bUS$5.3b33.8x52.6x5.4x
Sat, 27 Sep 2025US$253.4bUS$49.0bUS$4.1b28.3x61.7x5.2x
Mon, 25 Aug 2025US$223.5bUS$49.0bUS$4.1b26.7x54.5x4.6x
Wed, 23 Jul 2025US$205.2bUS$46.0bUS$3.3b25.7x62.6x4.5x
Fri, 20 Jun 2025US$185.6bUS$46.1bUS$3.2b22.5x57.3x4x
Sun, 18 May 2025US$175.1bUS$46.0bUS$3.3b21.5x53.4x3.8x
Tue, 15 Apr 2025US$136.1bUS$43.6bUS$3.1b20.5x43.4x3.1x
Thu, 13 Mar 2025US$139.6bUS$43.6bUS$3.2b23.6x44.3x3.2x
Sat, 08 Feb 2025US$161.7bUS$43.8bUS$3.2b33x50.5x3.7x
Mon, 06 Jan 2025US$160.2bUS$42.0bUS$2.7b28.7x60x3.8x
Wed, 04 Dec 2024US$165.9bUS$42.0bUS$2.7b31.3x62x3.9x
Fri, 01 Nov 2024US$152.3bUS$41.8bUS$2.7b28x57.5x3.6x
Sun, 29 Sep 2024US$150.0bUS$40.8bUS$2.6b23.6x58.6x3.7x
Tue, 27 Aug 2024US$148.7bUS$40.9bUS$2.6b22.1x58.1x3.6x
Thu, 25 Jul 2024US$148.1bUS$40.4bUS$3.0b21.6x48.9x3.7x
Sat, 22 Jun 2024US$146.1bUS$40.7bUS$3.0b19.5x48.4x3.6x
Mon, 20 May 2024US$137.4bUS$40.7bUS$3.0b18.9x45.5x3.4x
Wed, 17 Apr 2024US$119.4bUS$40.9bUS$3.0b18.7x39.4x2.9x
Fri, 15 Mar 2024US$121.5bUS$40.9bUS$3.0b18.8x40.2x3x
Sun, 11 Feb 2024US$118.4bUS$41.0bUS$3.1b21.4x38.4x2.9x
Tue, 09 Jan 2024US$106.9bUS$41.8bUS$2.9b20.3x36.9x2.6x
Thu, 07 Dec 2023US$103.7bUS$41.8bUS$2.9b20.8x35.8x2.5x
Sat, 04 Nov 2023US$96.7bUS$42.2bUS$3.0b17.2x32.3x2.3x
Mon, 02 Oct 2023US$100.1bUS$42.7bUS$3.1b15.7x32.8x2.3x
Wed, 30 Aug 2023US$106.5bUS$42.7bUS$3.1b15.5x34.9x2.5x
Fri, 28 Jul 2023US$112.9bUS$42.4bUS$3.1b16x36.8x2.7x
Sun, 25 Jun 2023US$105.2bUS$43.0bUS$3.3b16.8x31.4x2.4x
Tue, 23 May 2023US$96.9bUS$42.8bUS$3.3b20x29x2.3x
Thu, 20 Apr 2023US$98.2bUS$42.9bUS$3.8b17.1x25.6x2.3x
Sat, 18 Mar 2023US$96.8bUS$42.9bUS$3.8b16.7x25.3x2.3x
Mon, 13 Feb 2023US$102.0bUS$42.9bUS$3.8b16x27x2.4x
Wed, 11 Jan 2023US$101.0bUS$42.4bUS$4.5b16.5x22.5x2.4x
Fri, 09 Dec 2022US$98.7bUS$42.4bUS$4.5b15.3x22x2.3x
Price to Earnings Ratio

22x


Total Market Cap: US$98.7bTotal 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 43.6x202320242025
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 48.6x which is higher than its 3-year average PE of 43.6x.
  • The 3-year average PS ratio of 3.3x is lower than the industry's current PS ratio of 5.1x.
Past Earnings Growth
  • The earnings for companies in the Electronic Components industry have grown 7.4% 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 Market1.79%
Tech1.83%
Electronic Equipment and Components2.32%
Electronic Components1.48%
Electronic Equipment and Instruments3.58%
Electronic Manufacturing Services3.01%
Technology Distributors1.26%
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$163.507.7%
+US$1.8b		57.8%PE217.3x
APH AmphenolUS$139.221.0%
+US$1.6b		90.5%PE44.6x
BELF.A Bel FuseUS$132.054.4%
+US$70.3m		29.7%PE25.6x
VSH Vishay IntertechnologyUS$13.753.4%
+US$61.0m		-25.6%PS0.6x
ROG RogersUS$84.493.5%
+US$51.1m		-19.9%PS1.9x

Latest News

GLW
US$82.90
Corning
7D
-0.06%
1Y
68.6%

GLW: Data Center Buildouts And Fiber Demand Will Support Robust Upside Potential

Analysts have raised their price target for Corning from $92.75 to $93.31. They cite continued improvements in revenue growth, profit margin, and robust demand in the Optical and Specialty Materials segments as key drivers for the upward revision.
AIRG
US$4.04
Airgain
7D
-1.5%
1Y
-54.6%

AIRG: Recent Design Win Will Drive Market Share Expansion Through 2026

Airgain's analyst price target has been reduced from $8.00 to $7.00, as analysts cite a mixed quarterly report and expectations of moderating growth in consumer broadband, along with weaker trends in other core areas. Analyst Commentary Analysts reviewing Airgain’s latest quarter have provided insight into both the company’s strengths and ongoing challenges.
LFUS
US$253.56
Littelfuse
7D
0.2%
1Y
3.0%
COHR
US$163.50
Coherent
7D
7.7%
1Y
57.8%

COHR: AI And Cloud Demand Will Support Progress Despite Sector Headwinds

The analyst fair value estimate for Coherent was raised from $161.37 to $168.74 per share. Analysts cited stronger expected revenue growth, improved profit margins, and optimism around the company's delivery on AI and cloud infrastructure demand.
VSH
US$13.75
Vishay Intertechnology
7D
3.4%
1Y
-25.6%

Vishay Intertechnology (NYSE:VSH) Is Paying Out A Dividend Of $0.10

Nov 26
Vishay Intertechnology (NYSE:VSH) Is Paying Out A Dividend Of $0.10
BDC
US$112.88
Belden
7D
0.7%
1Y
-8.9%
CCTG
US$0.17
CCSC Technology International Holdings
7D
-19.5%
1Y
-90.7%
AMPG
US$3.19
AmpliTech Group
7D
-1.5%
1Y
259.4%

AMPG: Strong Wireless Demand Expected To Drive Substantial Revenue Gains

Analysts have raised their price target for AmpliTech Group from $6.00 to $9.00. This change is driven by increased expectations for revenue growth and higher projected profit margins.
MPTI
US$50.98
M-tron Industries
7D
-1.3%
1Y
-26.9%
APH
US$139.22
Amphenol
7D
1.0%
1Y
90.5%

APH: Margin Upside And End Market Demand Will Drive Continued Outperformance

Amphenol's analyst price target has been raised to approximately $148 from $144. Analysts point to stronger-than-expected sales growth and improved end market dynamics following recent quarterly results.
ROG
US$84.49
Rogers
7D
3.5%
1Y
-19.9%

ROG: Share Repurchases And Earnings Outlook Will Drive Further Gains

Analysts have slightly increased their price target for Rogers from $95.67 to $96.67. This reflects updated expectations for higher revenue growth and a modest adjustment in the company's future financial outlook.
GAUZ
US$2.21
Gauzy
7D
19.8%
1Y
-73.2%
BELF.A
US$132.05
Bel Fuse
7D
4.4%
1Y
29.7%
LWLG
US$4.01
Lightwave Logic
7D
-10.7%
1Y
50.2%
WETH
US$1.91
Wetouch Technology
7D
-5.0%
1Y
11.7%
CPSH
US$3.15
CPS Technologies
7D
-4.5%
1Y
114.3%