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U.S. Electronic Components Industry Analysis

UpdatedMar 27, 2026
DataAggregated Company Financials
Companies26
  • 7D-3.8%
  • 3M12.2%
  • 1Y123.0%
  • YTDn/a

The Electronic Components industry is up 5.7% in the last week, with Corning up 13%. In the same time, Eltek was down 6.2%. In the last 12 months, the industry was up 135%. As for the next few years, earnings are expected to grow by 25% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 27 Mar 2026US$362.0bUS$55.7bUS$6.2b41.4x58.3x6.5x
Sun, 22 Feb 2026US$377.8bUS$55.7bUS$6.2b44.3x60.9x6.8x
Tue, 20 Jan 2026US$324.5bUS$52.3bUS$5.6b43.8x58.4x6.2x
Thu, 18 Dec 2025US$279.2bUS$52.3bUS$5.6b38.1x50.3x5.3x
Sat, 15 Nov 2025US$276.7bUS$52.4bUS$5.5b33.8x49.9x5.3x
Mon, 13 Oct 2025US$256.1bUS$49.0bUS$4.1b27.5x62.4x5.2x
Wed, 10 Sep 2025US$239.7bUS$49.0bUS$4.1b26.8x58.4x4.9x
Fri, 08 Aug 2025US$223.2bUS$48.8bUS$4.1b24.3x53.9x4.6x
Sun, 06 Jul 2025US$197.8bUS$46.0bUS$3.3b25.2x60.4x4.3x
Tue, 03 Jun 2025US$178.5bUS$46.1bUS$3.2b21.2x55.1x3.9x
Thu, 01 May 2025US$153.2bUS$45.6bUS$3.3b21.1x47x3.4x
Sat, 29 Mar 2025US$149.0bUS$43.6bUS$3.1b22.3x47.5x3.4x
Mon, 24 Feb 2025US$157.1bUS$43.6bUS$3.1b25.9x50x3.6x
Wed, 22 Jan 2025US$159.9bUS$42.0bUS$2.7b30x59.9x3.8x
Fri, 20 Dec 2024US$157.7bUS$42.0bUS$2.7b27.4x59x3.8x
Sun, 17 Nov 2024US$157.9bUS$42.0bUS$2.7b28.4x59x3.8x
Tue, 15 Oct 2024US$154.3bUS$40.8bUS$2.6b24.9x58.4x3.8x
Thu, 12 Sep 2024US$139.9bUS$40.8bUS$2.6b20.5x54.6x3.4x
Sat, 10 Aug 2024US$135.5bUS$40.8bUS$2.4b19.6x55.8x3.3x
Mon, 08 Jul 2024US$144.3bUS$40.4bUS$3.0b22.2x47.7x3.6x
Wed, 05 Jun 2024US$140.8bUS$40.7bUS$3.0b20x46.6x3.5x
Fri, 03 May 2024US$124.8bUS$40.8bUS$3.1b20.1x40x3.1x
Sun, 31 Mar 2024US$125.1bUS$40.9bUS$3.0b19.8x41.3x3.1x
Tue, 27 Feb 2024US$119.3bUS$40.9bUS$3.0b22.7x39.4x2.9x
Thu, 25 Jan 2024US$109.7bUS$41.9bUS$2.9b20.2x37.8x2.6x
Sat, 23 Dec 2023US$111.3bUS$41.8bUS$2.9b21.7x38.4x2.7x
Mon, 20 Nov 2023US$101.6bUS$41.8bUS$2.9b19.1x35.1x2.4x
Wed, 18 Oct 2023US$96.6bUS$42.7bUS$3.0b17.4x31.7x2.3x
Fri, 15 Sep 2023US$102.4bUS$42.7bUS$3.1b14.3x33.5x2.4x
Sun, 13 Aug 2023US$106.7bUS$42.4bUS$3.3b15.6x32.4x2.5x
Tue, 11 Jul 2023US$111.5bUS$43.0bUS$3.3b16x33.4x2.6x
Thu, 08 Jun 2023US$99.9bUS$43.0bUS$3.3b19.3x29.8x2.3x
Sat, 06 May 2023US$95.5bUS$42.4bUS$3.4b18.4x28x2.3x
Mon, 03 Apr 2023US$103.6bUS$42.9bUS$3.8b17x27.1x2.4x
Price to Earnings Ratio

27.1x


Total Market Cap: US$103.6bTotal 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 46.9x202420252026
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 57.5x which is higher than its 3-year average PE of 46.9x.
  • The 3-year average PS ratio of 3.7x is lower than the industry's current PS ratio of 6.4x.
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-1.62%
Tech-3.55%
Electronic Equipment and Components-2.32%
Electronic Components-3.80%
Technology Distributors1.55%
Electronic Manufacturing Services0.59%
Electronic Equipment and Instruments-3.26%
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$135.321.7%
+US$2.1b		190.6%PE72.8x
LWLG Lightwave LogicUS$7.8411.3%
+US$142.3m		675.7%PS4923.2x
LFUS LittelfuseUS$337.731.5%
+US$124.3m		60.8%PS3.6x
ROG RogersUS$109.296.7%
+US$123.2m		54.3%PS2.4x
KN KnowlesUS$25.874.4%
+US$93.2m		62.3%PE43.5x

Latest News

MPTI
US$72.15
M-tron Industries
7D
16.2%
1Y
73.7%
GLW
US$135.32
Corning
7D
1.7%
1Y
190.6%
COHR
US$243.29
Coherent
7D
-11.7%
1Y
258.3%

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.
VSH
US$17.47
Vishay Intertechnology
7D
-1.5%
1Y
5.1%

VSH: Execution On Backlog And Cost Controls Will Shape Future Upside Potential

Analysts now see a modestly lower fair value for Vishay Intertechnology at $17.50 per share. Recent price target tweaks reflect small adjustments to the discount rate and P/E expectations rather than a major shift in the core outlook.
LFUS
US$337.73
Littelfuse
7D
1.5%
1Y
60.8%

LFUS: AI And Defense Tailwinds Will Steady Returns After Recent Pullback

Analysts have raised their Littelfuse price target by $35 to $408, citing what they view as favorable underlying trends supported by AI and defense demand, even after the recent selloff. Analyst Commentary Recent research has focused on how Littelfuse could be positioned against themes such as AI related infrastructure and defense demand, especially after the recent share price pullback.
ROG
US$109.29
Rogers
7D
6.7%
1Y
54.3%

ROG: Share Repurchases And Stable Margins Will Support Future Upside Potential

Analysts have kept their price target for Rogers steady at $124.33, citing only marginal tweaks to their discount rate, long term revenue growth, profit margin assumptions and future P/E expectations that leave their overall valuation view essentially unchanged. What's in the News Rogers issued earnings guidance for the first quarter of 2026, expecting net sales in a range of $193 million to $208 million, giving you a sense of the revenue level management is planning for in the near term (Key Developments).
LWLG
US$7.84
Lightwave Logic
7D
11.3%
1Y
675.7%
KN
US$25.87
Knowles
7D
4.4%
1Y
62.3%

KN: Ongoing Share Repurchases Will Support Future Earnings Stability

Analysts have raised their price target on Knowles from $26.50 to $28.50, citing updated assumptions around discount rate, revenue growth, profit margin and future P/E as the main factors behind this change. What's in the News From October 1, 2025 to December 31, 2025, Knowles repurchased 451,291 shares, or 0.53% of its outstanding stock, for $10 million under its ongoing buyback program (Key Developments).
GAUZ
US$0.88
Gauzy
7D
24.2%
1Y
-89.9%
APH
US$123.13
Amphenol
7D
-5.8%
1Y
80.6%

APH: AI Data Center Content And CCS Acquisition Will Support Future Margins

Analysts now set a slightly adjusted price target for Amphenol, with modest tweaks to the discount rate and long-term P/E assumptions, at around $165. This target is supported by recent research citing AI data center content, the CommScope Connectivity and Cable Solutions acquisition, and clearer visibility on the copper versus optics roadmap as key drivers in their updated views.
AIRG
US$5.37
Airgain
7D
36.3%
1Y
35.6%

AIRG: Recent IoT Wins And 5G Home Platform Deals Will Support Upside

Analysts have nudged their Airgain price target to $6.13, citing their recent bullish views and updated assumptions around discount rates, growth, margins, and future P/E multiples. Analyst Commentary Bullish Takeaways Bullish analysts see the updated US$6.13 target as better aligned with their assumptions around discount rates and future P/E multiples, suggesting the current valuation reflects their constructive stance on execution risk.
BELF.A
US$190.40
Bel Fuse
7D
-4.7%
1Y
152.9%
BDC
US$113.98
Belden
7D
-0.3%
1Y
9.3%

BDC: Share Repurchases And M&A Focus Will Support Future Upside

Analysts have kept their $175.80 price target on Belden steady, citing essentially unchanged fair value, revenue growth, profit margin, discount rate and forward P/E assumptions in their updated models. What's in the News Belden launched new cybersecurity and networking products for operational technology environments, including a hardware agnostic Virtual Firewall with three licensing tiers that support deep packet inspection, intrusion prevention and high availability, plus new LioN-X LC Digital I/O Modules that are the first digital I/O modules under the Belden brand (Key Developments).
CPSH
US$3.80
CPS Technologies
7D
-2.3%
1Y
137.5%
ELTK
US$8.24
Eltek
7D
-8.8%
1Y
-3.3%
WETH
US$1.31
Wetouch Technology
7D
-5.8%
1Y
-11.5%