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U.S. Electronic Components Industry Analysis

UpdatedMar 14, 2026
DataAggregated Company Financials
Companies26
  • 7D2.9%
  • 3M19.5%
  • 1Y136.7%
  • YTDn/a

Over the last 7 days, the Electronic Components industry has dropped 3.7%, driven by a pullback from Amphenol of 3.5%. In contrast, Lightwave Logic has gained 61%. This takes the industry's 12 month performance to a gain of 140%. 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
Sat, 14 Mar 2026US$343.1bUS$55.7bUS$6.2b40.1x55.3x6.2x
Mon, 09 Feb 2026US$338.1bUS$55.6bUS$6.2b40x54.6x6.1x
Wed, 07 Jan 2026US$299.4bUS$52.3bUS$5.6b40x53.9x5.7x
Fri, 05 Dec 2025US$288.0bUS$52.4bUS$5.5b39.5x52x5.5x
Sun, 02 Nov 2025US$287.6bUS$52.1bUS$5.3b26.6x53.9x5.5x
Tue, 30 Sep 2025US$254.0bUS$49.0bUS$4.1b26.3x61.9x5.2x
Thu, 28 Aug 2025US$225.9bUS$49.0bUS$4.1b26.6x55.1x4.6x
Sat, 26 Jul 2025US$207.4bUS$48.1bUS$3.9b25.6x53.8x4.3x
Mon, 23 Jun 2025US$185.8bUS$46.1bUS$3.2b25x57.4x4x
Wed, 21 May 2025US$174.3bUS$46.0bUS$3.3b21.4x53.2x3.8x
Fri, 18 Apr 2025US$135.2bUS$43.6bUS$3.1b20.3x43.1x3.1x
Sun, 16 Mar 2025US$142.4bUS$43.6bUS$3.1b23.4x45.4x3.3x
Tue, 11 Feb 2025US$160.4bUS$43.8bUS$3.2b33.2x50.1x3.7x
Thu, 09 Jan 2025US$160.8bUS$42.0bUS$2.7b28.2x60.2x3.8x
Sat, 07 Dec 2024US$168.4bUS$42.0bUS$2.7b31.4x62.9x4x
Mon, 04 Nov 2024US$156.1bUS$41.8bUS$2.7b28x58.9x3.7x
Wed, 02 Oct 2024US$150.4bUS$40.8bUS$2.6b24.1x58.7x3.7x
Fri, 30 Aug 2024US$147.3bUS$40.8bUS$2.6b22.2x57.5x3.6x
Sun, 28 Jul 2024US$143.7bUS$40.9bUS$3.1b21.5x46.8x3.5x
Tue, 25 Jun 2024US$146.8bUS$40.7bUS$3.0b19.8x48.6x3.6x
Thu, 23 May 2024US$140.5bUS$40.7bUS$3.0b20.3x46.5x3.5x
Sat, 20 Apr 2024US$117.6bUS$40.9bUS$3.0b18.9x38.9x2.9x
Mon, 18 Mar 2024US$120.0bUS$40.9bUS$3.0b19.2x39.6x2.9x
Wed, 14 Feb 2024US$115.6bUS$41.0bUS$3.1b20.1x37.6x2.8x
Fri, 12 Jan 2024US$108.0bUS$41.8bUS$2.9b19.6x37.3x2.6x
Sun, 10 Dec 2023US$105.3bUS$41.8bUS$2.9b21.3x36.3x2.5x
Tue, 07 Nov 2023US$96.7bUS$42.2bUS$3.0b16.9x32.3x2.3x
Thu, 05 Oct 2023US$99.0bUS$42.7bUS$3.1b17x32.4x2.3x
Sat, 02 Sep 2023US$107.1bUS$42.7bUS$3.1b15.4x35x2.5x
Mon, 31 Jul 2023US$110.3bUS$42.4bUS$3.1b15.9x35.9x2.6x
Wed, 28 Jun 2023US$107.8bUS$43.0bUS$3.3b16.1x32.2x2.5x
Fri, 26 May 2023US$94.3bUS$42.8bUS$3.3b19.7x28.2x2.2x
Sun, 23 Apr 2023US$97.4bUS$42.9bUS$3.8b17.2x25.3x2.3x
Tue, 21 Mar 2023US$98.0bUS$42.9bUS$3.8b16.9x25.6x2.3x
Price to Earnings Ratio

25.6x


Total Market Cap: US$98.0bTotal 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 46.6x202420252026
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 56.5x which is higher than its 3-year average PE of 46.5x.
  • The 3-year average PS ratio of 3.6x is lower than the industry's current PS ratio of 6.3x.
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 Market-1.64%
Tech-0.75%
Electronic Equipment and Components1.10%
Electronic Components2.93%
Electronic Manufacturing Services0.59%
Electronic Equipment and Instruments-0.93%
Technology Distributors-2.70%
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$129.124.7%
+US$5.0b		176.2%PE69.4x
APH AmphenolUS$133.921.6%
+US$2.5b		112.6%PE38.5x
COHR CoherentUS$242.763.0%
+US$1.4b		277.5%PE246.6x
LFUS LittelfuseUS$326.187.9%
+US$600.1m		54.9%PS3.4x
LWLG Lightwave LogicUS$7.6181.2%
+US$495.9m		598.2%PS11000.7x

Latest News

LFUS
US$326.18
Littelfuse
7D
7.9%
1Y
54.9%
COHR
US$242.76
Coherent
7D
3.0%
1Y
277.5%
KN
US$24.75
Knowles
7D
-0.3%
1Y
54.5%
CPSH
US$3.78
CPS Technologies
7D
-0.8%
1Y
148.7%
LWLG
US$7.61
Lightwave Logic
7D
81.2%
1Y
598.2%
GLW
US$129.12
Corning
7D
4.7%
1Y
176.2%
VSH
US$17.23
Vishay Intertechnology
7D
3.2%
1Y
2.1%

VSH: Mixed Margin Visibility And Product Pipeline Will Shape Future Upside Potential

Analysts have adjusted their price target for Vishay Intertechnology to $17.50, reflecting updated views on discount rates, long term margin and P/E assumptions that incorporate mixed recent revisions to Street targets from both BofA and JPMorgan. Analyst Commentary Recent price target changes highlight how divided the Street is on Vishay Intertechnology, with some focusing on potential upside in execution and others flagging risks that could cap the valuation.
ELTK
US$9.14
Eltek
7D
-0.7%
1Y
7.5%
APH
US$133.92
Amphenol
7D
1.6%
1Y
112.6%
ROG
US$102.48
Rogers
7D
-1.1%
1Y
30.7%

ROG: Ongoing Share Repurchases And Margin Assumptions Will Support Upside Potential

Analysts have made a small adjustment to their price target on Rogers, with updated assumptions around discount rate, revenue growth, profit margin, and future P/E now indicating a fair value of about $124.33 per share. What's in the News Rogers issued earnings guidance for Q1 2026, with expected net sales in a range of $193 million to $208 million, giving investors a reference point for near term revenue expectations (Key Developments).
BELF.A
US$180.38
Bel Fuse
7D
4.3%
1Y
136.4%
BDC
US$114.53
Belden
7D
-6.2%
1Y
13.0%
AIRG
US$4.02
Airgain
7D
-2.7%
1Y
-7.8%

AIRG: Bullish Coverage And 5G Wins Will Support Future Upside Potential

Analysts have adjusted their Airgain fair value estimate slightly from $6.25 to $6.13, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E, while incorporating a recent bullish initiation of coverage. Analyst Commentary Bullish Takeaways Bullish analysts view the recent initiation of coverage as supportive of the updated fair value, suggesting the business model can justify a P/E that aligns with their revised assumptions.
LGL
US$7.35
LGL Group
7D
-0.5%
1Y
15.2%