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U.S. Electronic Components Industry Analysis

UpdatedFeb 03, 2026
DataAggregated Company Financials
Companies26
  • 7D1.5%
  • 3M17.9%
  • 1Y104.9%
  • YTDn/a

Over the last 7 days, the Electronic Components industry has risen 1.5%, driven by gains from Corning of 16%. During this same period, the Amphenol underperformed, falling 6.8%. This takes the industry's 12 month performance to a gain of 105%. Looking forward, earnings are forecast to grow by 23% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
Wed, 15 Mar 2023US$98.8bUS$42.9bUS$3.8b16.7x25.8x2.3x
Fri, 10 Feb 2023US$102.4bUS$43.0bUS$4.1b16x25.1x2.4x
Price to Earnings Ratio

25.1x


Total Market Cap: US$102.4bTotal Earnings: US$4.1bTotal Revenue: US$43.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electronic Components Industry Price to Earnings3Y Average 45.4x202420252026
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 53.5x which is higher than its 3-year average PE of 45.4x.
  • The 3-year average PS ratio of 3.5x is lower than the industry's current PS ratio of 5.9x.
Past Earnings Growth
  • The earnings for companies in the Electronic Components industry have grown 14% per year over the last three years.
  • Revenues for these companies have grown 8.7% 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-1.75%
Electronic Equipment and Components1.44%
Electronic Components1.54%
Technology Distributors4.40%
Electronic Manufacturing Services1.44%
Electronic Equipment and Instruments0.19%
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$110.3616.2%
+US$12.3b		114.9%PE58.7x
COHR CoherentUS$222.4412.5%
+US$4.2b		154.2%PE321.1x
LFUS LittelfuseUS$325.2812.0%
+US$866.3m		40.4%PS3.4x
VSH Vishay IntertechnologyUS$20.6714.6%
+US$358.0m		27.1%PS0.9x
BDC BeldenUS$122.644.4%
+US$205.1m		8.1%PE21.1x

Latest News

COHR
US$222.44
Coherent
7D
12.5%
1Y
154.2%
BELF.A
US$198.11
Bel Fuse
7D
5.5%
1Y
143.8%
GLW
US$110.36
Corning
7D
16.2%
1Y
114.9%
AIRG
US$4.27
Airgain
7D
-5.3%
1Y
-35.5%

AIRG: Consumer Broadband And 5G Pipeline Will Support Future Upside Potential

Analysts have trimmed their blended price target on Airgain by about $0.08 to roughly $7.00. This reflects recent research that balances a mixed Q3 update and moderating Consumer Broadband strength with at least one newly bullish initiation on the stock.
APH
US$144.93
Amphenol
7D
-6.8%
1Y
106.7%
VSH
US$20.67
Vishay Intertechnology
7D
14.6%
1Y
27.1%
LFUS
US$325.28
Littelfuse
7D
12.0%
1Y
40.4%
CCTG
US$0.72
CCSC Technology International Holdings
7D
-32.2%
1Y
-95.9%
LWLG
US$3.29
Lightwave Logic
7D
-3.8%
1Y
91.3%
GAUZ
US$0.97
Gauzy
7D
-44.2%
1Y
-91.3%
ROG
US$98.00
Rogers
7D
-0.1%
1Y
10.9%
KN
US$25.14
Knowles
7D
4.0%
1Y
37.6%

KN: Higher Long Term Outlook And P/E Multiple Will Drive Upside

Analysts have raised their price target on Knowles from US$25.00 to US$30.00, citing updated assumptions about revenue growth, profit margins and a higher future P/E multiple. Valuation Changes Fair Value: Target fair value has been raised from US$25.00 to US$30.00, representing a sizeable increase in the implied share valuation.
BDC
US$122.64
Belden
7D
4.4%
1Y
8.1%
AMPG
US$3.22
AmpliTech Group
7D
-10.8%
1Y
76.9%

AMPG: 5G Open RAN Progress And New Contracts Will Support Upside

Analysts have kept their fair value estimate for AmpliTech Group steady at US$9.00, with only minor tweaks to the discount rate, revenue growth outlook, profit margin assumptions and future P/E input supporting a largely unchanged price target narrative. What's in the News AmpliTech’s 5G Open RAN 64T64R Massive MIMO radio completed the O-RAN ALLIANCE Certification and Badging Program at an authorized OTIC, confirming conformance with O-RAN technical specifications for key interfaces and operational behaviors used in commercial and private 5G deployments.
MPTI
US$65.50
M-tron Industries
7D
3.4%
1Y
17.0%