Narrative Update • Jun 07

Over the last 7 days, the Electronic Equipment and Instruments industry has dropped 1.2%, driven by Zebra Technologies declining 9.4%. In contrast, Advanced Energy Industries has gained 6.1%. In the past year, the industry has gained 38%. As for the next few years, earnings are expected to grow by 25% per annum.
Has the U.S. Electronic Equipment and Instruments Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 12 Jun 2026 | US$166.9b | US$38.8b | US$2.0b | 33.8x | 85.6x | 4.3x |
| Sun, 10 May 2026 | US$176.0b | US$38.1b | US$1.9b | 28.7x | 92.9x | 4.6x |
| Tue, 07 Apr 2026 | US$159.8b | US$37.7b | US$1.6b | 32x | 97.4x | 4.2x |
| Thu, 05 Mar 2026 | US$170.7b | US$37.6b | US$1.7b | 31x | 101.8x | 4.5x |
| Sat, 31 Jan 2026 | US$151.1b | US$36.8b | US$3.0b | 27.7x | 51.2x | 4.1x |
| Mon, 29 Dec 2025 | US$161.5b | US$40.3b | US$3.1b | 29.9x | 51.7x | 4x |
| Wed, 26 Nov 2025 | US$150.9b | US$40.1b | US$2.8b | 28.5x | 53.8x | 3.8x |
| Fri, 24 Oct 2025 | US$159.5b | US$39.7b | US$2.6b | 28.5x | 61.1x | 4x |
| Sun, 21 Sep 2025 | US$165.2b | US$40.0b | US$2.6b | 27.2x | 64.6x | 4.1x |
| Tue, 19 Aug 2025 | US$157.4b | US$39.8b | US$2.7b | 25.2x | 57.8x | 4x |
| Thu, 17 Jul 2025 | US$156.7b | US$37.7b | US$3.6b | 26.5x | 43.1x | 4.2x |
| Sat, 14 Jun 2025 | US$142.3b | US$37.7b | US$3.6b | 26.3x | 39.5x | 3.8x |
| Mon, 12 May 2025 | US$133.2b | US$37.5b | US$3.5b | 25.6x | 37.7x | 3.6x |
| Wed, 09 Apr 2025 | US$112.4b | US$37.2b | US$3.5b | 19.2x | 31.8x | 3x |
| Fri, 07 Mar 2025 | US$136.5b | US$37.3b | US$3.6b | 23x | 38.2x | 3.7x |
| Sun, 02 Feb 2025 | US$152.3b | US$37.0b | US$3.4b | 26.3x | 45.4x | 4.1x |
| Tue, 31 Dec 2024 | US$144.7b | US$36.8b | US$3.5b | 25.7x | 41.9x | 3.9x |
| Thu, 28 Nov 2024 | US$148.3b | US$36.8b | US$3.4b | 28.3x | 43.6x | 4x |
| Sat, 26 Oct 2024 | US$135.3b | US$36.7b | US$3.6b | 28.6x | 37.5x | 3.7x |
| Mon, 23 Sep 2024 | US$133.0b | US$36.6b | US$3.5b | 26.6x | 37.7x | 3.6x |
| Wed, 21 Aug 2024 | US$129.2b | US$36.7b | US$3.6b | 22.7x | 36.4x | 3.5x |
| Fri, 19 Jul 2024 | US$135.0b | US$37.7b | US$2.2b | 27.7x | 60.8x | 3.6x |
| Sun, 16 Jun 2024 | US$125.3b | US$37.7b | US$2.2b | 25.6x | 56x | 3.3x |
| Tue, 14 May 2024 | US$129.8b | US$37.9b | US$2.4b | 27.7x | 53.9x | 3.4x |
| Thu, 11 Apr 2024 | US$132.5b | US$37.9b | US$2.3b | 27.6x | 58.5x | 3.5x |
| Sat, 09 Mar 2024 | US$130.3b | US$37.9b | US$2.2b | 27x | 58.3x | 3.4x |
| Mon, 05 Feb 2024 | US$131.7b | US$41.7b | US$2.4b | 25.6x | 53.8x | 3.2x |
| Wed, 03 Jan 2024 | US$133.3b | US$41.6b | US$2.3b | 26x | 57.2x | 3.2x |
| Fri, 01 Dec 2023 | US$121.0b | US$41.6b | US$2.3b | 22.4x | 52.4x | 2.9x |
| Sun, 29 Oct 2023 | US$110.0b | US$42.0b | US$2.4b | 18.4x | 45.6x | 2.6x |
| Tue, 26 Sep 2023 | US$121.2b | US$42.0b | US$2.4b | 19.3x | 50.9x | 2.9x |
| Thu, 24 Aug 2023 | US$127.8b | US$41.8b | US$2.3b | 22.8x | 54.4x | 3.1x |
| Sat, 22 Jul 2023 | US$136.5b | US$41.5b | US$2.2b | 24.4x | 62.2x | 3.3x |
| Mon, 19 Jun 2023 | US$133.2b | US$41.4b | US$2.2b | 24.8x | 61.1x | 3.2x |
61.1x
How does U.S. Electronic Equipment and Instruments compare with similar industries?
| US Market | -2.36% | |
| Tech | -5.59% | |
| Electronic Equipment and Components | -4.20% | |
| Electronic Equipment and Instruments | -1.16% | |
| Technology Distributors | -2.49% | |
| Electronic Components | -4.97% | |
| Electronic Manufacturing Services | -5.47% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| AEIS Advanced Energy Industries | US$340.40 | 6.1% +US$740.8m | 168.7% | PE67.5x | |
| RAL Ralliant | US$65.57 | 5.0% +US$351.5m | n/a | PS3.5x | |
| OSIS OSI Systems | US$231.02 | 8.7% +US$303.5m | -2.4% | PE25x | |
| TDY Teledyne Technologies | US$623.73 | 0.8% +US$238.1m | 26.0% | PE31x | |
| CXT Crane NXT | US$41.01 | 10.2% +US$217.5m | -25.8% | PE18.2x |