Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Electronic Components Industry Analysis

UpdatedDec 14, 2025
DataAggregated Company Financials
Companies26
  • 7D-3.6%
  • 3M13.1%
  • 1Y68.5%
  • YTDn/a

Over the last 7 days, the Electronic Components industry has dropped 3.6%, driven by a pullback from Amphenol of 7.3%. This takes the industry's 12 month performance to a gain of 69%. 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
Sun, 14 Dec 2025US$282.2bUS$52.3bUS$5.6b37.9x50.8x5.4x
Tue, 11 Nov 2025US$287.3bUS$52.4bUS$5.5b36.9x51.8x5.5x
Thu, 09 Oct 2025US$262.1bUS$49.0bUS$4.1b29.3x63.8x5.3x
Sat, 06 Sep 2025US$232.0bUS$49.0bUS$4.1b26.8x56.5x4.7x
Mon, 04 Aug 2025US$214.9bUS$48.8bUS$4.2b23.7x51.6x4.4x
Wed, 02 Jul 2025US$193.2bUS$46.1bUS$3.2b24.6x59.7x4.2x
Fri, 30 May 2025US$176.8bUS$46.1bUS$3.2b20.4x54.6x3.8x
Sun, 27 Apr 2025US$154.0bUS$45.2bUS$3.3b21.9x46.3x3.4x
Tue, 25 Mar 2025US$148.7bUS$43.6bUS$3.1b23.2x47.4x3.4x
Thu, 20 Feb 2025US$160.3bUS$43.6bUS$3.2b23.7x50.5x3.7x
Sat, 18 Jan 2025US$159.5bUS$42.0bUS$2.7b29.1x59.8x3.8x
Mon, 16 Dec 2024US$165.6bUS$42.0bUS$2.7b31.1x61.9x3.9x
Wed, 13 Nov 2024US$166.3bUS$42.0bUS$2.7b31.3x62.6x4x
Fri, 11 Oct 2024US$152.6bUS$40.8bUS$2.6b24.1x57.8x3.7x
Sun, 08 Sep 2024US$135.2bUS$40.8bUS$2.6b20.6x52.8x3.3x
Tue, 06 Aug 2024US$132.0bUS$40.8bUS$2.6b19.9x51.2x3.2x
Thu, 04 Jul 2024US$144.1bUS$40.4bUS$3.0b22.2x47.6x3.6x
Sat, 01 Jun 2024US$139.6bUS$40.7bUS$3.0b21.3x46.2x3.4x
Mon, 29 Apr 2024US$125.2bUS$41.1bUS$3.1b19.3x39.8x3x
Wed, 27 Mar 2024US$123.8bUS$40.9bUS$3.0b19.2x40.9x3x
Fri, 23 Feb 2024US$117.2bUS$41.0bUS$3.0b21.6x38.7x2.9x
Sun, 21 Jan 2024US$108.8bUS$41.8bUS$2.9b20.5x37.5x2.6x
Tue, 19 Dec 2023US$111.0bUS$41.8bUS$2.9b20.9x38.3x2.7x
Thu, 16 Nov 2023US$100.5bUS$41.8bUS$2.9b22.7x34.8x2.4x
Sat, 14 Oct 2023US$94.9bUS$42.7bUS$3.0b17.3x31.1x2.2x
Mon, 11 Sep 2023US$102.4bUS$42.7bUS$3.1b14.9x33.5x2.4x
Wed, 09 Aug 2023US$108.6bUS$42.4bUS$3.3b15.1x32.8x2.6x
Fri, 07 Jul 2023US$109.1bUS$43.0bUS$3.3b15.8x32.6x2.5x
Sun, 04 Jun 2023US$100.2bUS$43.0bUS$3.3b19x29.9x2.3x
Tue, 02 May 2023US$97.0bUS$42.4bUS$3.4b17.1x28.4x2.3x
Thu, 30 Mar 2023US$100.9bUS$42.9bUS$3.8b17.1x26.4x2.4x
Sat, 25 Feb 2023US$99.5bUS$42.9bUS$3.8b17.3x26.3x2.3x
Mon, 23 Jan 2023US$101.2bUS$42.4bUS$4.5b16.7x22.6x2.4x
Wed, 21 Dec 2022US$93.4bUS$42.4bUS$4.5b14.5x20.9x2.2x
Price to Earnings Ratio

20.9x


Total Market Cap: US$93.4bTotal 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 43.9x202320242025
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 54.9x which is higher than its 3-year average PE of 43.9x.
  • The 3-year average PS ratio of 3.3x is lower than the industry's current PS ratio of 5.8x.
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 7.2% 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-0.59%
Tech-2.39%
Electronic Equipment and Components-1.65%
Electronic Components-3.64%
Electronic Manufacturing Services0.78%
Technology Distributors0.50%
Electronic Equipment and Instruments-1.20%
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$88.322.7%
+US$2.0b		83.4%PE55.4x
ROG RogersUS$93.107.0%
+US$109.9m		-11.2%PS2.1x
BELF.A Bel FuseUS$151.054.1%
+US$74.7m		50.6%PE29.3x
LFUS LittelfuseUS$262.261.0%
+US$67.5m		6.5%PE55x
BDC BeldenUS$122.470.4%
+US$19.3m		1.2%PE21.1x

Latest News

BDC
US$122.47
Belden
7D
0.4%
1Y
1.2%
LFUS
US$262.26
Littelfuse
7D
1.0%
1Y
6.5%
MPTI
US$53.90
M-tron Industries
7D
4.7%
1Y
-10.8%
GLW
US$88.32
Corning
7D
2.7%
1Y
83.4%
VSH
US$15.33
Vishay Intertechnology
7D
0.9%
1Y
-13.9%
COHR
US$178.34
Coherent
7D
-1.9%
1Y
67.2%

COHR: AI And Cloud Spending Will Mask Auto And China Risks

Analysts have modestly raised their price target on Coherent, lifting fair value by about $6 to approximately $175 per share, citing the company's recent earnings beat, strengthened AI and cloud capex positioning, and an improving growth outlook reflected in higher projected revenue growth and future valuation multiples. Analyst Commentary Bullish analysts remain constructive on Coherent's positioning, pointing to a series of price target increases that reflect greater confidence in the company’s execution, visibility on demand, and leverage to AI and cloud infrastructure spending.
KN
US$22.88
Knowles
7D
-2.1%
1Y
15.4%

KN: Ongoing Share Repurchases Will Support Earnings And Margin Stability

Analysts have modestly raised their price target on Knowles to 26.50 dollars from 26.50 dollars. This reflects slightly higher discount rate and future P/E assumptions while leaving fair value and long term growth expectations effectively unchanged.
AMPG
US$3.08
AmpliTech Group
7D
-7.2%
1Y
33.3%

We're Hopeful That AmpliTech Group (NASDAQ:AMPG) Will Use Its Cash Wisely

Dec 10
We're Hopeful That AmpliTech Group (NASDAQ:AMPG) Will Use Its Cash Wisely
GAUZ
US$1.20
Gauzy
7D
-34.4%
1Y
-84.6%
APH
US$129.24
Amphenol
7D
-7.3%
1Y
75.5%
ROG
US$93.10
Rogers
7D
7.0%
1Y
-11.2%

ROG: Share Repurchases And Earnings Guidance Will Shape A Stable Outlook

Analysts have nudged their price target on Rogers modestly higher to approximately $97 per share, citing slightly improved long term assumptions for the discount rate and forward valuation multiples that reinforce a stable outlook for revenue growth and profit margins. What's in the News Rogers has updated its share repurchase activity, buying back 137,879 shares, or about 0.76% of outstanding shares, for $10 million between July 1 and September 30, 2025, bringing total repurchases under the August 6, 2015 authorization to 1,953,715 shares, or 10.55%, for $133.14 million (company filing).
ELTK
US$9.45
Eltek
7D
-0.8%
1Y
-14.2%

Little Excitement Around Eltek Ltd.'s (NASDAQ:ELTK) Revenues As Shares Take 25% Pounding

Nov 28
Little Excitement Around Eltek Ltd.'s (NASDAQ:ELTK) Revenues As Shares Take 25% Pounding
CCTG
US$0.17
CCSC Technology International Holdings
7D
-22.7%
1Y
-89.3%
BELF.A
US$151.05
Bel Fuse
7D
4.1%
1Y
50.6%
LWLG
US$4.15
Lightwave Logic
7D
3.0%
1Y
108.5%
WETH
US$1.76
Wetouch Technology
7D
-3.3%
1Y
6.0%