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U.S. Electronic Components Industry Analysis

UpdatedJan 09, 2026
DataAggregated Company Financials
Companies27
  • 7D-0.6%
  • 3M12.7%
  • 1Y77.8%
  • YTDn/a

In the last week, the Electronic Components industry is up 2.4%, with Amphenol up 0.8%. Meanwhile, Coherent actually underperformed within the industry, shrinking 6.2% in the last week. This means that the industry has gained 83% over the past year. As for the next few years, earnings are expected to grow by 24% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 09 Jan 2026US$298.5bUS$52.3bUS$5.6b38.9x53.8x5.7x
Sun, 07 Dec 2025US$292.9bUS$52.4bUS$5.5b39.8x52.9x5.6x
Tue, 04 Nov 2025US$287.6bUS$52.1bUS$5.3b27x53.9x5.5x
Thu, 02 Oct 2025US$257.7bUS$49.0bUS$4.1b29.3x62.8x5.3x
Sat, 30 Aug 2025US$230.5bUS$49.0bUS$4.1b25.7x56.2x4.7x
Mon, 28 Jul 2025US$208.5bUS$48.1bUS$3.9b25.6x54.1x4.3x
Wed, 25 Jun 2025US$189.4bUS$46.1bUS$3.2b23.6x58.5x4.1x
Fri, 23 May 2025US$173.1bUS$46.1bUS$3.2b21.1x53.4x3.8x
Sun, 20 Apr 2025US$135.9bUS$43.6bUS$3.1b20.3x43.3x3.1x
Tue, 18 Mar 2025US$142.4bUS$43.6bUS$3.1b22.8x45.4x3.3x
Thu, 13 Feb 2025US$158.8bUS$43.8bUS$3.2b27.2x49.6x3.6x
Sat, 11 Jan 2025US$160.3bUS$42.0bUS$2.7b28.1x60.1x3.8x
Mon, 09 Dec 2024US$168.5bUS$42.0bUS$2.7b31.4x63x4x
Wed, 06 Nov 2024US$155.2bUS$41.8bUS$2.7b28.5x58.5x3.7x
Fri, 04 Oct 2024US$146.5bUS$40.8bUS$2.6b24.6x57.2x3.6x
Sun, 01 Sep 2024US$148.4bUS$40.8bUS$2.6b22.2x57.9x3.6x
Tue, 30 Jul 2024US$143.7bUS$40.9bUS$3.1b21.7x46.8x3.5x
Thu, 27 Jun 2024US$145.3bUS$40.7bUS$3.0b20.3x48.1x3.6x
Sat, 25 May 2024US$140.9bUS$40.7bUS$3.0b20.9x46.6x3.5x
Mon, 22 Apr 2024US$117.3bUS$40.9bUS$3.0b19x38.8x2.9x
Wed, 20 Mar 2024US$120.8bUS$40.9bUS$3.0b19x39.9x2.9x
Fri, 16 Feb 2024US$117.2bUS$41.0bUS$3.1b21.1x38.1x2.9x
Sun, 14 Jan 2024US$107.8bUS$41.8bUS$2.9b19.3x37.2x2.6x
Tue, 12 Dec 2023US$107.0bUS$41.8bUS$2.9b20.7x37x2.6x
Thu, 09 Nov 2023US$95.9bUS$41.9bUS$3.0b16.8x32.3x2.3x
Sat, 07 Oct 2023US$98.4bUS$42.7bUS$3.1b17.1x32.2x2.3x
Mon, 04 Sep 2023US$107.6bUS$42.9bUS$3.0b15.4x35.5x2.5x
Wed, 02 Aug 2023US$111.0bUS$42.4bUS$3.1b16.1x36.2x2.6x
Fri, 30 Jun 2023US$109.0bUS$43.0bUS$3.3b15.7x32.5x2.5x
Sun, 28 May 2023US$99.0bUS$43.0bUS$3.3b19.9x29.6x2.3x
Tue, 25 Apr 2023US$97.5bUS$42.9bUS$3.8b17.2x25.4x2.3x
Thu, 23 Mar 2023US$97.4bUS$42.9bUS$3.8b17x25.5x2.3x
Sat, 18 Feb 2023US$104.4bUS$42.9bUS$3.8b17.8x27.7x2.4x
Mon, 16 Jan 2023US$102.7bUS$42.4bUS$4.5b16.6x22.9x2.4x
Price to Earnings Ratio

22.9x


Total Market Cap: US$102.7bTotal 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 44.7x202420252026
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 54.7x which is higher than its 3-year average PE of 44.7x.
  • The 3-year average PS ratio of 3.4x is lower than the industry's current PS ratio of 5.8x.
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 Market1.49%
Tech-0.84%
Electronic Equipment and Components0.59%
Electronic Components-0.56%
Electronic Equipment and Instruments4.51%
Electronic Manufacturing Services-0.33%
Technology Distributors-0.38%
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$136.250.8%
+US$1.4b		89.7%PE43.6x
LFUS LittelfuseUS$272.787.9%
+US$494.5m		15.1%PE57.3x
VSH Vishay IntertechnologyUS$16.0811.0%
+US$215.6m		-3.4%PS0.7x
LWLG Lightwave LogicUS$4.2430.9%
+US$145.4m		91.9%PS6129.2x
BELF.A Bel FuseUS$159.445.0%
+US$96.7m		85.6%PE31x

Latest News

LFUS
US$272.78
Littelfuse
7D
7.9%
1Y
15.1%
APH
US$136.25
Amphenol
7D
0.8%
1Y
89.7%
MPTI
US$63.26
M-tron Industries
7D
18.9%
1Y
24.6%
LWLG
US$4.24
Lightwave Logic
7D
30.9%
1Y
91.9%
LGL
US$5.71
LGL Group
7D
-0.7%
1Y
-10.1%
BELF.A
US$159.44
Bel Fuse
7D
5.0%
1Y
85.6%
VSH
US$16.08
Vishay Intertechnology
7D
11.0%
1Y
-3.4%
BDC
US$114.97
Belden
7D
-1.4%
1Y
-0.8%
ROG
US$93.88
Rogers
7D
2.5%
1Y
-4.6%

Risks To Shareholder Returns Are Elevated At These Prices For Rogers Corporation (NYSE:ROG)

Jan 07
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GLW
US$85.33
Corning
7D
-2.5%
1Y
78.8%

GLW: Optical And Solar Execution Risks May Undermine AI Fiber Hopes

Analysts have nudged their fair value estimate for Corning higher from US$69.53 to US$71.59, reflecting recent price target increases that cite stronger contributions from Display, Specialty Materials, polysilicon related revenue and data center focused fiber demand, even as Optical remains a key focus for the current P/E multiple. Analyst Commentary Recent Street commentary on Corning clusters around a similar theme, with higher price targets tied to specific business drivers and a close watch on how those drivers affect the current P/E multiple.
KN
US$22.54
Knowles
7D
5.2%
1Y
13.0%
AIRG
US$4.05
Airgain
7D
-0.4%
1Y
-36.8%

AIRG: Consumer Broadband Momentum Will Support Upside Despite Mixed Core Performance

Analysts have modestly reduced their price target on Airgain to $7 from $8, citing a mixed Q3 report and outlook. Expected moderation in Consumer Broadband strength is being weighed against weaker trends in the company's core businesses.
CCTG
US$0.14
CCSC Technology International Holdings
7D
-7.0%
1Y
-91.8%

Investors Don't See Light At End Of CCSC Technology International Holdings Limited's (NASDAQ:CCTG) Tunnel And Push Stock Down 29%

Jan 03
Investors Don't See Light At End Of CCSC Technology International Holdings Limited's (NASDAQ:CCTG) Tunnel And Push Stock Down 29%
COHR
US$173.15
Coherent
7D
-6.2%
1Y
84.9%

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.
GAUZ
US$1.01
Gauzy
7D
-21.7%
1Y
-90.2%