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U.S. Electronic Components Industry Analysis

UpdatedFeb 22, 2026
DataAggregated Company Financials
Companies26
  • 7D4.6%
  • 3M31.5%
  • 1Y134.6%
  • YTDn/a

In the last week, the Electronic Components industry is up 4.6%, with Coherent leading the way with a 14% gain. In the last 12 months, the industry was up 135%. 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, 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
Wed, 01 Mar 2023US$100.0bUS$42.9bUS$3.8b17.3x26.5x2.3x
Price to Earnings Ratio

26.5x


Total Market Cap: US$100.0bTotal 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 46x202420252026
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 60.9x which is higher than its 3-year average PE of 46.0x.
  • The 3-year average PS ratio of 3.5x is lower than the industry's current PS ratio of 6.8x.
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 Market1.04%
Tech1.26%
Electronic Equipment and Components3.12%
Electronic Components4.58%
Electronic Manufacturing Services2.56%
Electronic Equipment and Instruments1.60%
Technology Distributors-0.30%
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
COHR CoherentUS$248.1814.2%
+US$5.8b		200.3%PE242.1x
APH AmphenolUS$151.042.9%
+US$5.3b		123.5%PE43.5x
GLW CorningUS$139.514.5%
+US$5.2b		170.9%PE75x
LFUS LittelfuseUS$370.333.0%
+US$344.7m		47.1%PS3.9x
VSH Vishay IntertechnologyUS$19.674.2%
+US$107.3m		5.6%PS0.9x

Latest News

ROG
US$107.49
Rogers
7D
-0.3%
1Y
25.2%
BELF.A
US$216.01
Bel Fuse
7D
0.3%
1Y
155.2%
KN
US$27.54
Knowles
7D
0.9%
1Y
56.7%

KN: Completed Buybacks And Modest Guidance Will Limit Future Upside

Analysts have maintained their $23.00 price target on Knowles, citing relatively steady assumptions around long term discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News Completed share repurchases under the program announced on February 24, 2020, reaching a total of 14,946,544 shares bought back, representing 16.61% of shares for US$271.5 million (company disclosure).
AMPG
US$2.65
AmpliTech Group
7D
-1.9%
1Y
43.2%

AMPG: 5G Open RAN Contracts Will Support Strong Future Upside

Analysts have raised their price target on AmpliTech Group to a new fair value estimate of $9.00, supported by slightly lower assumed discount rates, steady revenue growth and margin expectations, and a more conservative future P/E assumption of 11.86x. What's in the News AmpliTech completed a composite units rights offering totaling $36.0 million, issuing 9,000,000 equity or derivative units at $4.00 per unit (Composite Units Offering).
VSH
US$19.67
Vishay Intertechnology
7D
4.2%
1Y
5.6%
GLW
US$139.51
Corning
7D
4.5%
1Y
170.9%

GLW: AI Fiber Deal And Margin Reliance May Cap Future Upside

Analysts have lifted their blended price target for Corning to about $91, reflecting Street research that points to slightly lower assumed revenue growth, higher expected profit margins, and a richer future P/E multiple. Analyst Commentary Recent research on Corning has been active, with several firms adjusting their price targets and refining their views on the setup for earnings, margins, and valuation.
APH
US$151.04
Amphenol
7D
2.9%
1Y
123.5%

APH: Future AI And Acquisition Hype Will Likely Cap Share Upside

Our analyst price target for Amphenol has been adjusted from $123.77 to $135.00, with analysts pointing to raised Street targets, support from data center AI exposure, and the planned CommScope Connectivity and Cable Solutions acquisition as key drivers behind the update. Analyst Commentary Recent Street research on Amphenol has leaned constructive, with several large firms lifting price targets and, in one case, moving the stock to an Overweight rating.
BDC
US$145.79
Belden
7D
-2.6%
1Y
30.7%

Belden Inc. (NYSE:BDC) Just Reported And Analysts Have Been Lifting Their Price Targets

Feb 16
Belden Inc. (NYSE:BDC) Just Reported And Analysts Have Been Lifting Their Price Targets
AIRG
US$5.12
Airgain
7D
-8.2%
1Y
-21.6%

AIRG: Lighthouse 5G Rollout Partnership Will Support Future Upside Potential

Analysts have adjusted their Airgain price target to $6.25. This reflects updated views on discount rate, profit margin and future P/E assumptions following recent bullish Street research.
COHR
US$248.18
Coherent
7D
14.2%
1Y
200.3%
LFUS
US$370.33
Littelfuse
7D
3.0%
1Y
47.1%
CCTG
US$0.61
CCSC Technology International Holdings
7D
-8.8%
1Y
-96.4%
LWLG
US$3.46
Lightwave Logic
7D
-0.9%
1Y
140.3%
GAUZ
US$0.60
Gauzy
7D
-20.3%
1Y
-94.8%
MPTI
US$65.91
M-tron Industries
7D
7.0%
1Y
74.3%
CPSH
US$4.53
CPS Technologies
7D
-3.6%
1Y
181.4%

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

Dec 10
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