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

U.S. Electronic Components Industry Analysis

UpdatedDec 31, 2025
DataAggregated Company Financials
Companies27
  • 7D-0.9%
  • 3M11.7%
  • 1Y83.6%
  • YTDn/a

Last week, the Electronic Components industry hasn't moved much but M-tron Industries is up 5.1% in that time. As for the the longer term, the industry is up 84% over the past 12 months. Looking forward, 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
Wed, 31 Dec 2025US$293.2bUS$52.3bUS$5.6b38.9x52.8x5.6x
Fri, 28 Nov 2025US$284.7bUS$52.4bUS$5.5b39.4x51.4x5.4x
Sun, 26 Oct 2025US$279.0bUS$51.2bUS$4.8b34.4x58.7x5.4x
Tue, 23 Sep 2025US$256.6bUS$49.0bUS$4.1b31.6x62.5x5.2x
Thu, 21 Aug 2025US$222.1bUS$49.0bUS$4.1b26.5x54.1x4.5x
Sat, 19 Jul 2025US$203.5bUS$46.0bUS$3.3b25.3x62.1x4.4x
Mon, 16 Jun 2025US$182.7bUS$46.1bUS$3.2b22.3x56.4x4x
Wed, 14 May 2025US$170.9bUS$46.0bUS$3.3b22.7x52.3x3.7x
Fri, 11 Apr 2025US$140.9bUS$43.6bUS$3.1b19.5x44.9x3.2x
Sun, 09 Mar 2025US$142.5bUS$43.6bUS$3.1b24.2x45.3x3.3x
Tue, 04 Feb 2025US$159.9bUS$43.5bUS$3.2b31x50.5x3.7x
Thu, 02 Jan 2025US$157.4bUS$42.0bUS$2.7b28.3x59x3.8x
Sat, 30 Nov 2024US$164.1bUS$42.0bUS$2.7b31.4x61.4x3.9x
Mon, 28 Oct 2024US$157.1bUS$41.6bUS$3.0b26.7x53.2x3.8x
Wed, 25 Sep 2024US$149.9bUS$40.8bUS$2.6b23.3x58.5x3.7x
Fri, 23 Aug 2024US$148.4bUS$40.9bUS$2.6b21.6x58x3.6x
Sun, 21 Jul 2024US$145.3bUS$40.4bUS$3.0b20.5x48x3.6x
Tue, 18 Jun 2024US$143.6bUS$40.7bUS$3.0b21x47.6x3.5x
Thu, 16 May 2024US$134.6bUS$40.7bUS$3.0b18.9x44.5x3.3x
Sat, 13 Apr 2024US$123.5bUS$40.9bUS$3.0b19.1x40.8x3x
Mon, 11 Mar 2024US$122.2bUS$40.9bUS$3.0b20x40.4x3x
Wed, 07 Feb 2024US$115.3bUS$41.2bUS$2.9b21.5x40.2x2.8x
Fri, 05 Jan 2024US$107.0bUS$41.8bUS$2.9b20.1x36.9x2.6x
Sun, 03 Dec 2023US$103.5bUS$41.8bUS$2.9b21.3x35.7x2.5x
Tue, 31 Oct 2023US$91.6bUS$42.3bUS$3.0b16.1x30.3x2.2x
Thu, 28 Sep 2023US$98.3bUS$42.7bUS$3.1b14x32.2x2.3x
Sat, 26 Aug 2023US$104.5bUS$42.7bUS$3.1b15.5x34.2x2.4x
Mon, 24 Jul 2023US$107.3bUS$42.9bUS$3.4b15.9x32x2.5x
Wed, 21 Jun 2023US$108.4bUS$43.0bUS$3.3b18.8x32.4x2.5x
Fri, 19 May 2023US$96.4bUS$42.8bUS$3.3b18.9x28.8x2.3x
Sun, 16 Apr 2023US$99.6bUS$42.9bUS$3.8b17.4x26x2.3x
Tue, 14 Mar 2023US$97.3bUS$42.9bUS$3.8b16.9x25.4x2.3x
Thu, 09 Feb 2023US$103.3bUS$42.4bUS$4.1b18.8x25.5x2.4x
Sat, 07 Jan 2023US$99.2bUS$42.4bUS$4.5b16.3x22.2x2.3x
Price to Earnings Ratio

22.2x


Total Market Cap: US$99.2bTotal 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 44.4x20242025
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 52.8x which is higher than its 3-year average PE of 44.4x.
  • The 3-year average PS ratio of 3.4x is lower than the industry's current PS ratio of 5.6x.
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-0.48%
Tech-0.61%
Electronic Equipment and Components-1.10%
Electronic Components-0.87%
Technology Distributors-0.27%
Electronic Equipment and Instruments-0.89%
Electronic Manufacturing Services-1.97%
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
MPTI M-tron IndustriesUS$52.995.1%
+US$7.5m		9.4%PE21.7x
GAUZ GauzyUS$1.2017.6%
+US$3.4m		-87.9%PS0.2x
ROG RogersUS$93.550.2%
+US$2.7m		-7.9%PS2.1x
AIRG AirgainUS$4.001.3%
+US$597.9k		-43.3%PS0.9x

Latest News

COHR
US$186.81
Coherent
7D
-2.6%
1Y
97.2%

COHR: AI Optical Demand Will Drive Capacity Utilization Amid Auto And China Headwinds

The analyst price target for Coherent has been nudged higher, with our fair value estimate rising about 2 percent to approximately $178 per share as analysts factor in the recent wave of target increases tied to stronger than expected earnings, AI driven optical demand, and improving confidence in the company’s capacity expansion. Analyst Commentary Bullish analysts are largely aligned that Coherent is entering a period of stronger execution, with price targets moving higher as earnings outpace expectations and guidance points to sustained demand from AI and cloud customers.
KN
US$21.60
Knowles
7D
-1.9%
1Y
8.4%

KN: Higher Revenue Outlook And Buybacks Will Shape Balanced Future Prospects

Analysts have raised their price target on Knowles from approximately 18 dollars to 23 dollars per share. This reflects higher expectations for revenue growth, despite more conservative assumptions on profit margins and valuation multiples.
GLW
US$88.86
Corning
7D
-0.5%
1Y
87.0%
APH
US$136.20
Amphenol
7D
-0.7%
1Y
96.1%

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$93.55
Rogers
7D
0.2%
1Y
-7.9%

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.
LFUS
US$257.35
Littelfuse
7D
-1.2%
1Y
9.2%
LWLG
US$3.12
Lightwave Logic
7D
-8.5%
1Y
48.6%
AIRG
US$4.00
Airgain
7D
1.3%
1Y
-43.3%

AIRG: Consumer Broadband Strength Will Drive Upside Despite Core Business Headwinds

Analysts have modestly lowered their price target on Airgain to $7 from $8, reflecting a mixed Q3 report and expectations that moderating but still resilient Consumer Broadband strength will be partially offset by weaker trends across the company’s core businesses. Analyst Commentary Analysts are reassessing Airgain’s risk and reward profile following the mixed Q3 update, with the modest price target cut indicating tempered expectations rather than a fundamental shift in the long-term thesis.
BDC
US$118.01
Belden
7D
-0.7%
1Y
4.8%
MPTI
US$52.99
M-tron Industries
7D
5.1%
1Y
9.4%
GAUZ
US$1.20
Gauzy
7D
17.6%
1Y
-87.9%
BELF.A
US$154.84
Bel Fuse
7D
-1.4%
1Y
71.9%