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U.S. Electronic Components Industry Analysis

UpdatedFeb 09, 2026
DataAggregated Company Financials
Companies26
  • 7D3.5%
  • 3M11.9%
  • 1Y103.3%
  • YTDn/a

The Electronic Components industry is up 3.5% in the last week, with Corning up 18%. During this same period, the Amphenol underperformed, falling 5.4%. This takes the industry's 12 month performance to a gain of 103%. Earnings are forecast to grow by 25% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
Thu, 16 Feb 2023US$105.1bUS$42.9bUS$3.8b16x27.8x2.4x
Price to Earnings Ratio

27.8x


Total Market Cap: US$105.1bTotal 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 45.6x202420252026
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 54.6x which is higher than its 3-year average PE of 45.6x.
  • The 3-year average PS ratio of 3.5x is lower than the industry's current PS ratio of 6.1x.
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 9.0% 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-0.071%
Tech-1.49%
Electronic Equipment and Components3.79%
Electronic Components3.53%
Technology Distributors9.82%
Electronic Equipment and Instruments4.40%
Electronic Manufacturing Services1.73%
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$122.1618.3%
+US$16.1b		130.6%PE65x
COHR CoherentUS$227.687.3%
+US$6.5b		137.4%PE222.1x
BDC BeldenUS$139.7518.9%
+US$874.0m		21.4%PE24.1x
LFUS LittelfuseUS$349.688.0%
+US$645.5m		50.2%PS3.6x
BELF.A Bel FuseUS$205.8312.0%
+US$279.5m		151.3%PE40x

Latest News

GLW
US$122.16
Corning
7D
18.3%
1Y
130.6%
APH
US$136.23
Amphenol
7D
-5.4%
1Y
95.2%
VSH
US$19.95
Vishay Intertechnology
7D
-1.0%
1Y
16.2%

AI Power Demand And Automotive Electrification Will Support Long Term Upside Potential

Catalysts About Vishay Intertechnology Vishay Intertechnology produces a broad range of semiconductors and passive components used in Automotive, Industrial Power, Aerospace and Defense, AI Computing and Healthcare applications. What are the underlying business or industry changes driving this perspective?
KN
US$26.98
Knowles
7D
11.3%
1Y
48.1%

KN: More Cautious Revenue Outlook Will Weigh On Future Returns

Analysts have kept their fair value estimate for Knowles steady at $23.00, while modestly adjusting underlying inputs such as a slightly lower discount rate, more conservative revenue growth assumptions, and a small tweak to profit margin and future P/E expectations to reflect updated views on the company’s risk profile and earnings power. What's in the News Knowles issued earnings guidance for the first quarter ending March 31, 2026, outlining expected revenues from continuing operations in a range of $143 million to $153 million.
BDC
US$139.75
Belden
7D
18.9%
1Y
21.4%
COHR
US$227.68
Coherent
7D
7.3%
1Y
137.4%
AMPG
US$2.96
AmpliTech Group
7D
-2.6%
1Y
27.6%

AMPG: 5G Open RAN Momentum And Revenue Outlook Will Support Upside

Analysts have modestly reset their price target for AmpliTech Group to reflect slight tweaks in discount rate, revenue growth, profit margin and future P/E assumptions, resulting in a small adjustment that keeps their overall view largely intact. What's in the News AmpliTech completed a Composite Units Offering of 9,000,000 units for total proceeds of $36m, structured as a rights offering to existing holders (Key Developments).
ROG
US$105.93
Rogers
7D
8.9%
1Y
20.4%

Curamik Ramp And Cost Savings Will Transform Margins And Support A Stronger Long-Term Outlook

Catalysts About Rogers Rogers Corporation supplies advanced materials and solutions used in industrial, automotive, aerospace and defense, power electronics and portable electronics applications. What are the underlying business or industry changes driving this perspective?
BELF.A
US$205.83
Bel Fuse
7D
12.0%
1Y
151.3%
LFUS
US$349.68
Littelfuse
7D
8.0%
1Y
50.2%

What Littelfuse, Inc.'s (NASDAQ:LFUS) 26% Share Price Gain Is Not Telling You

Feb 04
What Littelfuse, Inc.'s (NASDAQ:LFUS) 26% Share Price Gain Is Not Telling You
AIRG
US$4.88
Airgain
7D
15.6%
1Y
-29.4%

AIRG: Consumer Broadband And 5G Pipeline Will Support Future Upside Potential

Analysts have trimmed their blended price target on Airgain by about $0.08 to roughly $7.00. This reflects recent research that balances a mixed Q3 update and moderating Consumer Broadband strength with at least one newly bullish initiation on the stock.
GAUZ
US$0.88
Gauzy
7D
-13.3%
1Y
-91.6%
MPTI
US$64.38
M-tron Industries
7D
-1.3%
1Y
17.6%
LGL
US$6.82
LGL Group
7D
-5.7%
1Y
3.0%
CPSH
US$5.10
CPS Technologies
7D
-4.5%
1Y
201.8%

Investors Continue Waiting On Sidelines For CPS Technologies Corporation (NASDAQ:CPSH)

Dec 10
Investors Continue Waiting On Sidelines For CPS Technologies Corporation (NASDAQ:CPSH)
ELTK
US$8.45
Eltek
7D
-3.8%
1Y
-24.2%

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