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U.S. Electronic Components Industry Analysis

UpdatedApr 09, 2026
DataAggregated Company Financials
Companies25
  • 7D10.5%
  • 3M30.9%
  • 1Y166.9%
  • YTDn/a

The Electronic Components industry is up 11% in the last week, with Corning up 16%. Meanwhile, M-tron Industries actually underperformed within the industry, shrinking 5.4% in the last week. This takes the industry's 12 month performance to a gain of 167%. 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
Thu, 09 Apr 2026US$359.6bUS$55.7bUS$6.2b45x57.9x6.5x
Sat, 07 Mar 2026US$356.0bUS$55.7bUS$6.2b39.7x57.4x6.4x
Mon, 02 Feb 2026US$318.9bUS$55.2bUS$6.0b41.3x52.8x5.8x
Wed, 31 Dec 2025US$293.2bUS$52.3bUS$5.6b38.9x52.8x5.6x
Fri, 28 Nov 2025US$284.7bUS$52.4bUS$5.5b39.4x51.4x5.4x
Sun, 26 Oct 2025US$279.0bUS$51.2bUS$4.8b34.4x58.7x5.4x
Tue, 23 Sep 2025US$256.6bUS$49.0bUS$4.1b31.6x62.5x5.2x
Thu, 21 Aug 2025US$222.1bUS$49.0bUS$4.1b26.5x54.1x4.5x
Sat, 19 Jul 2025US$203.5bUS$46.0bUS$3.3b25.3x62.1x4.4x
Mon, 16 Jun 2025US$182.7bUS$46.1bUS$3.2b22.3x56.4x4x
Wed, 14 May 2025US$170.9bUS$46.0bUS$3.3b22.7x52.3x3.7x
Fri, 11 Apr 2025US$140.9bUS$43.6bUS$3.1b19.5x44.9x3.2x
Sun, 09 Mar 2025US$142.5bUS$43.6bUS$3.1b24.2x45.3x3.3x
Tue, 04 Feb 2025US$159.9bUS$43.5bUS$3.2b31x50.5x3.7x
Thu, 02 Jan 2025US$157.4bUS$42.0bUS$2.7b28.3x59x3.8x
Sat, 30 Nov 2024US$164.1bUS$42.0bUS$2.7b31.4x61.4x3.9x
Mon, 28 Oct 2024US$157.1bUS$41.6bUS$3.0b26.7x53.2x3.8x
Wed, 25 Sep 2024US$149.9bUS$40.8bUS$2.6b23.3x58.5x3.7x
Fri, 23 Aug 2024US$148.4bUS$40.9bUS$2.6b21.6x58x3.6x
Sun, 21 Jul 2024US$145.3bUS$40.4bUS$3.0b20.5x48x3.6x
Tue, 18 Jun 2024US$143.6bUS$40.7bUS$3.0b21x47.6x3.5x
Thu, 16 May 2024US$134.6bUS$40.7bUS$3.0b18.9x44.5x3.3x
Sat, 13 Apr 2024US$123.5bUS$40.9bUS$3.0b19.1x40.8x3x
Mon, 11 Mar 2024US$122.2bUS$40.9bUS$3.0b20x40.4x3x
Wed, 07 Feb 2024US$115.3bUS$41.2bUS$2.9b21.5x40.2x2.8x
Fri, 05 Jan 2024US$107.0bUS$41.8bUS$2.9b20.1x36.9x2.6x
Sun, 03 Dec 2023US$103.5bUS$41.8bUS$2.9b21.3x35.7x2.5x
Tue, 31 Oct 2023US$91.6bUS$42.3bUS$3.0b16.1x30.3x2.2x
Thu, 28 Sep 2023US$98.3bUS$42.7bUS$3.1b14x32.2x2.3x
Sat, 26 Aug 2023US$104.5bUS$42.7bUS$3.1b15.5x34.2x2.4x
Mon, 24 Jul 2023US$107.3bUS$42.9bUS$3.4b15.9x32x2.5x
Wed, 21 Jun 2023US$108.4bUS$43.0bUS$3.3b18.8x32.4x2.5x
Fri, 19 May 2023US$96.4bUS$42.8bUS$3.3b18.9x28.8x2.3x
Sun, 16 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 Market2.97%
Tech3.98%
Electronic Equipment and Components8.63%
Electronic Components10.54%
Electronic Equipment and Instruments7.25%
Electronic Manufacturing Services6.94%
Technology Distributors6.04%
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$165.1016.0%
+US$19.5b		281.6%PE88.9x
APH AmphenolUS$135.326.0%
+US$9.4b		104.5%PE39x
COHR CoherentUS$281.7913.7%
+US$6.6b		347.0%PE286.3x
LFUS LittelfuseUS$368.076.5%
+US$566.2m		120.9%PS3.9x
BELF.A Bel FuseUS$213.9914.5%
+US$344.6m		214.7%PE44.1x

Latest News

VSH
US$20.49
Vishay Intertechnology
7D
11.3%
1Y
58.6%
APH
US$135.32
Amphenol
7D
6.0%
1Y
104.5%
GLW
US$165.10
Corning
7D
16.0%
1Y
281.6%

Corning: One Of The Most Intriguing Infrastructure Plays

Apr 09
LFUS
US$368.07
Littelfuse
7D
6.5%
1Y
120.9%

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.
BDC
US$123.64
Belden
7D
6.0%
1Y
25.8%
BELF.A
US$213.99
Bel Fuse
7D
14.5%
1Y
214.7%
MPTI
US$68.25
M-tron Industries
7D
-5.4%
1Y
51.3%

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).
LWLG
US$8.39
Lightwave Logic
7D
22.7%
1Y
759.6%

LWLG is a high-risk, high-reward bet on whether a superior material can overcome the semiconductor industry’s resistance to change.

Lightwave Logic — Integrated Deep-Dive Summary 1) Core Thesis Lightwave Logic is developing electro-optic (EO) polymer modulators designed to replace or augment traditional silicon photonics components. The company is targeting a critical bottleneck in modern computing : The speed, power consumption, and efficiency of moving data (interconnects), not processing it.
COHR
US$281.79
Coherent
7D
13.7%
1Y
347.0%

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

Analysts have raised the fair value estimate for Coherent by about $11 to $284.25, citing higher assumed revenue growth, a richer future P/E multiple tied to expectations for stronger AI-driven optical demand, and recent price target increases across major research desks. Analyst Commentary Recent Street research around Coherent clusters around a stronger AI infrastructure story, larger optical market assumptions, and a series of higher price targets that feed directly into richer valuation frameworks.
GAUZ
US$0.72
Gauzy
7D
-6.5%
1Y
-91.5%
ELTK
US$8.10
Eltek
7D
-2.4%
1Y
-3.0%