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U.S. Electronic Components Industry Analysis

UpdatedApr 19, 2026
DataAggregated Company Financials
Companies26
  • 7D3.8%
  • 3M28.2%
  • 1Y203.6%
  • YTDn/a

Over the last 7 days, the Electronic Components industry has risen 3.8%, driven by gains from Amphenol of 7.3%. This takes the industry's 12 month performance to a gain of 204%. Earnings are forecast to grow by 25% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 19 Apr 2026US$423.2bUS$55.7bUS$6.2b49.3x68.2x7.6x
Tue, 17 Mar 2026US$345.9bUS$55.7bUS$6.2b40.1x55.7x6.2x
Thu, 12 Feb 2026US$353.2bUS$55.6bUS$6.2b41.4x57x6.4x
Sat, 10 Jan 2026US$290.1bUS$52.3bUS$5.6b39.7x52.2x5.5x
Mon, 08 Dec 2025US$292.9bUS$52.4bUS$5.5b39.8x52.9x5.6x
Wed, 05 Nov 2025US$288.9bUS$52.1bUS$5.3b26.1x54.2x5.5x
Fri, 03 Oct 2025US$260.9bUS$49.0bUS$4.1b29x63.6x5.3x
Sun, 31 Aug 2025US$224.1bUS$49.0bUS$4.1b25.7x54.6x4.6x
Tue, 29 Jul 2025US$209.7bUS$48.1bUS$3.9b26.1x54.4x4.4x
Thu, 26 Jun 2025US$189.4bUS$46.1bUS$3.2b23.5x58.5x4.1x
Sat, 24 May 2025US$172.7bUS$46.1bUS$3.2b20.8x53.3x3.7x
Mon, 21 Apr 2025US$135.9bUS$43.6bUS$3.1b20.3x43.3x3.1x
Wed, 19 Mar 2025US$144.1bUS$43.6bUS$3.1b22.4x45.9x3.3x
Fri, 14 Feb 2025US$158.3bUS$43.8bUS$3.2b26x49.5x3.6x
Sun, 12 Jan 2025US$156.9bUS$42.0bUS$2.7b28.1x58.8x3.7x
Tue, 10 Dec 2024US$168.5bUS$42.0bUS$2.7b32.3x63x4x
Thu, 07 Nov 2024US$157.8bUS$41.8bUS$2.7b30.3x59.5x3.8x
Sat, 05 Oct 2024US$146.3bUS$40.8bUS$2.6b24.6x57.1x3.6x
Mon, 02 Sep 2024US$148.4bUS$40.8bUS$2.6b22.2x57.9x3.6x
Wed, 31 Jul 2024US$142.7bUS$40.9bUS$3.1b21x46.4x3.5x
Fri, 28 Jun 2024US$142.9bUS$40.7bUS$3.0b20.3x47.3x3.5x
Sun, 26 May 2024US$141.2bUS$40.7bUS$3.0b20.9x46.7x3.5x
Tue, 23 Apr 2024US$117.3bUS$40.9bUS$3.0b19x38.8x2.9x
Thu, 21 Mar 2024US$120.8bUS$40.9bUS$3.0b19.3x39.9x2.9x
Sat, 17 Feb 2024US$118.5bUS$41.0bUS$3.1b21.2x38.5x2.9x
Mon, 15 Jan 2024US$107.8bUS$41.8bUS$2.9b19.3x37.2x2.6x
Wed, 13 Dec 2023US$107.0bUS$41.8bUS$2.9b20.8x36.9x2.6x
Fri, 10 Nov 2023US$96.4bUS$41.8bUS$2.9b20.4x33.3x2.3x
Sun, 08 Oct 2023US$98.4bUS$42.7bUS$3.1b17.1x32.2x2.3x
Tue, 05 Sep 2023US$107.6bUS$42.9bUS$3.0b15.4x35.5x2.5x
Thu, 03 Aug 2023US$109.5bUS$42.4bUS$3.1b16x35.9x2.6x
Sat, 01 Jul 2023US$110.8bUS$43.0bUS$3.3b15.8x33.1x2.6x
Mon, 29 May 2023US$99.0bUS$43.0bUS$3.3b19.9x29.6x2.3x
Wed, 26 Apr 2023US$95.1bUS$42.9bUS$3.8b17.1x24.8x2.2x
Price to Earnings Ratio

24.8x


Total Market Cap: US$95.1bTotal 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 47.6x202420252026
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 68.2x which is higher than its 3-year average PE of 47.6x.
  • The 3-year average PS ratio of 3.8x is lower than the industry's current PS ratio of 7.6x.
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 Market4.94%
Tech8.69%
Electronic Equipment and Components4.31%
Electronic Components3.80%
Technology Distributors7.85%
Electronic Manufacturing Services6.37%
Electronic Equipment and Instruments2.03%
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
APH AmphenolUS$151.067.3%
+US$12.7b		132.2%PE43.5x
COHR CoherentUS$345.0212.2%
+US$7.3b		524.0%PE350.5x
VSH Vishay IntertechnologyUS$25.9215.4%
+US$469.6m		130.6%PS1.1x
LWLG Lightwave LogicUS$12.5418.3%
+US$292.2m		1,251.9%PS7973.9x
LFUS LittelfuseUS$389.491.7%
+US$187.4m		153.1%PS4.1x

Latest News

GLW
US$164.38
Corning
7D
-4.0%
1Y
295.9%

GLW: AI Fiber Deal Enthusiasm Will Outrun Realistic Data Center Demand

Analyst fair value for Corning has shifted from about $129.64 to $139.21 as recent Street research, including multiple price target increases and updated AI related optical demand assumptions, has led analysts to adjust revenue growth expectations, profit margin outlooks, and future P/E assumptions, while modestly lifting the discount rate. Analyst Commentary Recent Street research on Corning reflects an active debate, with many firms lifting price targets and growth assumptions around AI driven optical demand, while a few higher profile downgrades signal concern about execution risk and valuation stretch.
BDC
US$130.98
Belden
7D
1.8%
1Y
39.3%
BELF.A
US$234.62
Bel Fuse
7D
5.1%
1Y
254.4%
VSH
US$25.92
Vishay Intertechnology
7D
15.4%
1Y
130.6%
APH
US$151.06
Amphenol
7D
7.3%
1Y
132.2%

APH: AI Connectivity And Hybrid Optics Outlook Will Likely Cap Near Term Upside

Narrative Update on Amphenol The analyst price target for Amphenol has been adjusted slightly higher to about $136 from $135, as analysts balance recent target cuts from UBS and Citi with prior target increases and updated views on growth, profitability, and P/E assumptions. Analyst Commentary Recent research on Amphenol reflects a mix of optimism and caution, with several firms adjusting targets and ratings as they reassess growth potential, execution risks, and how the stock is valued versus its peers.
LFUS
US$389.49
Littelfuse
7D
1.7%
1Y
153.1%
LWLG
US$12.54
Lightwave Logic
7D
18.3%
1Y
1,251.9%
MPTI
US$66.76
M-tron Industries
7D
-1.2%
1Y
29.7%

MPTI: Acquisitions And Defense Contract Will Guide A Measured Future Outlook

Analysts have trimmed their price target on M-tron Industries from $76.50 to $75.00. This reflects modest tweaks to fair value inputs, discount rate and forward P/E assumptions rather than a major shift in the underlying view of the business.
COHR
US$345.02
Coherent
7D
12.2%
1Y
524.0%

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.
KN
US$29.69
Knowles
7D
3.5%
1Y
105.6%

KN: Lower Discount Rate And Buybacks Will Drive Future Upside

Analysts have adjusted their price target on Knowles to $31.00 from $30.00, citing updated assumptions around revenue growth, profit margins, discount rate, and future P/E as the key drivers of the change. What's in the News Completed share repurchase program first announced on February 24, 2020, with a total of 14,946,544 shares bought back for $271.5 million, representing 16.61% of shares (company filing).
GAUZ
US$0.69
Gauzy
7D
-5.5%
1Y
-92.2%