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U.S. Electronic Components Industry Analysis

UpdatedDec 22, 2025
DataAggregated Company Financials
Companies26
  • 7D2.5%
  • 3M11.3%
  • 1Y79.3%
  • YTDn/a

In the last week, the Electronic Components industry is up 2.7%, with Amphenol up 4.7%. This takes the industry's 12 month performance to a gain of 80%. 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
Mon, 22 Dec 2025US$289.8bUS$52.3bUS$5.6b38.6x52.2x5.5x
Wed, 19 Nov 2025US$271.3bUS$52.4bUS$5.5b29.9x48.9x5.2x
Fri, 17 Oct 2025US$265.1bUS$49.0bUS$4.1b31.1x64.6x5.4x
Sun, 14 Sep 2025US$246.9bUS$49.0bUS$4.1b26.2x60.1x5x
Tue, 12 Aug 2025US$226.9bUS$48.8bUS$4.1b24.3x54.8x4.6x
Thu, 10 Jul 2025US$194.9bUS$46.0bUS$3.3b25.1x59.5x4.2x
Sat, 07 Jun 2025US$183.9bUS$46.1bUS$3.2b21.9x56.8x4x
Mon, 05 May 2025US$162.8bUS$45.7bUS$3.3b22.3x49.7x3.6x
Wed, 02 Apr 2025US$144.0bUS$43.6bUS$3.1b22.2x45.9x3.3x
Fri, 28 Feb 2025US$152.9bUS$43.6bUS$3.1b25.8x48.7x3.5x
Sun, 26 Jan 2025US$173.7bUS$43.0bUS$2.9b30.1x59.9x4x
Tue, 24 Dec 2024US$159.0bUS$42.0bUS$2.7b27x59.5x3.8x
Thu, 21 Nov 2024US$160.4bUS$42.0bUS$2.7b29.2x60x3.8x
Sat, 19 Oct 2024US$156.7bUS$40.8bUS$2.6b24.8x59.3x3.8x
Mon, 16 Sep 2024US$143.1bUS$40.8bUS$2.6b21.3x55.9x3.5x
Wed, 14 Aug 2024US$137.4bUS$40.8bUS$2.4b20.2x56.6x3.4x
Fri, 12 Jul 2024US$153.5bUS$40.4bUS$3.0b20.9x50.7x3.8x
Sun, 09 Jun 2024US$138.7bUS$40.7bUS$3.0b20.8x45.9x3.4x
Tue, 07 May 2024US$130.9bUS$40.8bUS$3.1b20.4x41.9x3.2x
Thu, 04 Apr 2024US$124.3bUS$40.9bUS$3.0b19.6x41x3x
Sat, 02 Mar 2024US$119.8bUS$41.0bUS$3.0b21.7x39.6x2.9x
Mon, 29 Jan 2024US$111.6bUS$41.9bUS$2.9b20.7x38.4x2.7x
Wed, 27 Dec 2023US$111.3bUS$41.8bUS$2.9b21.8x38.4x2.7x
Fri, 24 Nov 2023US$101.1bUS$41.8bUS$2.9b21.1x34.9x2.4x
Sun, 22 Oct 2023US$92.5bUS$42.7bUS$3.0b17.2x30.4x2.2x
Tue, 19 Sep 2023US$102.8bUS$42.7bUS$3.1b14.3x33.7x2.4x
Thu, 17 Aug 2023US$103.2bUS$42.7bUS$3.2b15.4x32.2x2.4x
Sat, 15 Jul 2023US$110.7bUS$43.0bUS$3.3b15.9x33.1x2.6x
Mon, 12 Jun 2023US$102.1bUS$43.0bUS$3.3b18.5x30.5x2.4x
Wed, 10 May 2023US$94.5bUS$42.4bUS$3.4b18.2x27.7x2.2x
Fri, 07 Apr 2023US$98.3bUS$42.9bUS$3.8b16.5x25.7x2.3x
Sun, 05 Mar 2023US$103.0bUS$42.9bUS$3.8b17.7x26.9x2.4x
Tue, 31 Jan 2023US$102.2bUS$42.6bUS$4.5b17.2x22.5x2.4x
Thu, 29 Dec 2022US$92.0bUS$42.4bUS$4.5b15.1x20.5x2.2x
Price to Earnings Ratio

20.5x


Total Market Cap: US$92.0bTotal 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 44.2x202320242025
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 52.2x which is higher than its 3-year average PE of 44.1x.
  • The 3-year average PS ratio of 3.3x is lower than the industry's current PS ratio of 5.5x.
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 Market0.26%
Tech1.47%
Electronic Equipment and Components0.63%
Electronic Components2.50%
Technology Distributors-0.16%
Electronic Equipment and Instruments-0.64%
Electronic Manufacturing Services-1.12%
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$135.294.1%
+US$6.6b		90.6%PE43.3x
COHR CoherentUS$185.834.1%
+US$1.2b		87.7%PE247x
ROG RogersUS$93.652.1%
+US$34.2m		-7.5%PS2.1x
GAUZ GauzyUS$1.1313.0%
+US$2.4m		-88.3%PS0.2x
AMPG AmpliTech GroupUS$3.071.3%
+US$825.5k		24.3%PS2.8x

Latest News

AMPG
US$3.07
AmpliTech Group
7D
1.3%
1Y
24.3%

AMPG: New Wireless Contracts Will Drive Strong Future Revenue Upside Potential

Analysts have slightly raised their price target on AmpliTech Group to align with an updated fair value estimate of $9.00 per share, reflecting modest tweaks to the discount rate and earnings multiple assumptions. What's in the News Breakthrough 64T64R CAT B Massive MIMO O RAN radio successfully completed initial lab testing at the O RAN Global PlugFest Fall 2025, making AmpliTech the first U S company to bring a commercial grade 64T64R radio into formal O RAN testing (company announcement) Formal release of new Band 50 n50 5G Open RAN radios targeting large scale fixed wireless access deployments, with production shipments beginning in December 2025 under an LOI that has expanded from $78 million to slightly over $100 million in anticipated revenues (company announcement) Raised 2025 revenue guidance to at least $25 million, implying roughly 160 percent year over year growth versus 2024, and projecting at least $50 million in revenue for 2026, roughly doubling the updated 2025 outlook (company guidance) Announced a $32 million composite units rights offering, consisting of 8,000,000 equity derivative units priced at $4 per unit with a stated per security discount (company filing) Outlined a long term framework for continued expansion through 2030, targeting 25 percent to 30 percent annual revenue growth, led by its AGTGSS segment (company guidance) Valuation Changes Fair Value Estimate reaffirmed at $9.00 per share, with no change in the modeled intrinsic value.
COHR
US$185.83
Coherent
7D
4.1%
1Y
87.7%
GLW
US$87.86
Corning
7D
-0.3%
1Y
85.0%
APH
US$135.29
Amphenol
7D
4.1%
1Y
90.6%

APH: AI Connectivity Demand Will Support Margins And Sustained Earnings Outperformance

The Analyst Price Target for Amphenol has inched higher to approximately $149 per share from about $148 per share, as analysts point to sustained earnings beats, improving margin outlooks and rising end market demand across autos, hyperscale data centers and broader connectivity applications. Analyst Commentary Bullish analysts have broadly raised their price targets on Amphenol following a string of earnings beats and constructive guidance, highlighting both cyclical recovery and structural growth drivers across key end markets.
ROG
US$93.65
Rogers
7D
2.1%
1Y
-7.5%

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

Analysts have raised their price target on Rogers by 0.0 percent to approximately 97 dollars per share, citing slightly lower discount rate assumptions and a marginally reduced future price to earnings multiple. These factors collectively refine, but do not materially alter, their long term valuation outlook.
VSH
US$14.87
Vishay Intertechnology
7D
-1.8%
1Y
-13.7%
LFUS
US$255.00
Littelfuse
7D
-2.1%
1Y
7.7%
LWLG
US$2.99
Lightwave Logic
7D
-28.0%
1Y
52.6%
BDC
US$117.77
Belden
7D
-3.1%
1Y
3.8%
MPTI
US$52.67
M-tron Industries
7D
-2.3%
1Y
5.6%
KN
US$22.11
Knowles
7D
-1.7%
1Y
11.9%

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.
GAUZ
US$1.13
Gauzy
7D
13.0%
1Y
-88.3%
CCTG
US$0.19
CCSC Technology International Holdings
7D
13.8%
1Y
-86.9%
BELF.A
US$152.90
Bel Fuse
7D
-0.2%
1Y
65.3%