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U.S. Electronic Equipment and Instruments Industry Analysis

UpdatedJan 08, 2026
DataAggregated Company Financials
Companies98
  • 7D4.1%
  • 3M0.3%
  • 1Y10.3%
  • YTDn/a

Over the last 7 days, the Electronic Equipment and Instruments industry has risen 4.1%, driven by gains from Keysight Technologies of 4.5%. In the last 12 months, the industry was up 10%. As for the next few years, earnings are expected to grow by 22% per annum.

Industry Valuation and Performance

Has the U.S. Electronic Equipment and Instruments Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 08 Jan 2026US$146.0bUS$36.7bUS$2.9b30.6x50.8x4x
Sat, 06 Dec 2025US$162.8bUS$40.2bUS$3.1b28.9x52x4x
Mon, 03 Nov 2025US$160.6bUS$39.8bUS$2.6b28.4x62.3x4x
Wed, 01 Oct 2025US$161.6bUS$40.0bUS$2.6b27.6x63.4x4x
Fri, 29 Aug 2025US$159.1bUS$40.0bUS$2.6b26x62.4x4x
Sun, 27 Jul 2025US$160.2bUS$39.5bUS$4.0b25.8x40x4.1x
Tue, 24 Jun 2025US$143.7bUS$37.8bUS$3.6b26x39.4x3.8x
Thu, 22 May 2025US$140.9bUS$37.7bUS$3.6b26.8x38.8x3.7x
Sat, 19 Apr 2025US$118.1bUS$37.2bUS$3.5b20.8x33.3x3.2x
Mon, 17 Mar 2025US$132.3bUS$37.3bUS$3.6b23x36.8x3.5x
Wed, 12 Feb 2025US$150.0bUS$37.0bUS$3.4b25.9x44.7x4.1x
Fri, 10 Jan 2025US$144.6bUS$36.8bUS$3.5b25.7x41.6x3.9x
Sun, 08 Dec 2024US$149.6bUS$36.9bUS$3.4b28.8x43.7x4.1x
Tue, 05 Nov 2024US$135.8bUS$36.8bUS$3.8b24x36.1x3.7x
Thu, 03 Oct 2024US$135.9bUS$36.5bUS$3.5b28.1x38.6x3.7x
Sat, 31 Aug 2024US$131.6bUS$36.5bUS$3.7b24.3x35.9x3.6x
Mon, 29 Jul 2024US$132.4bUS$36.9bUS$2.2b28.6x61.5x3.6x
Wed, 26 Jun 2024US$126.5bUS$37.7bUS$2.2b24.5x56.5x3.4x
Fri, 24 May 2024US$132.5bUS$37.7bUS$2.2b27.4x59.2x3.5x
Sun, 21 Apr 2024US$122.9bUS$37.9bUS$2.3b26.7x54.3x3.2x
Tue, 19 Mar 2024US$128.6bUS$37.9bUS$2.2b26.6x57.6x3.4x
Thu, 15 Feb 2024US$121.7bUS$38.5bUS$2.5b25.6x49.4x3.2x
Sat, 13 Jan 2024US$130.8bUS$41.6bUS$2.3b25.8x56.3x3.1x
Mon, 11 Dec 2023US$123.8bUS$41.6bUS$2.3b23.8x53.2x3x
Wed, 08 Nov 2023US$113.0bUS$40.8bUS$2.1b19.7x53.2x2.8x
Fri, 06 Oct 2023US$119.2bUS$42.0bUS$2.4b20.3x50.1x2.8x
Sun, 03 Sep 2023US$131.1bUS$41.9bUS$2.4b23.1x55.6x3.1x
Tue, 01 Aug 2023US$135.2bUS$41.6bUS$2.2b23.9x60.9x3.3x
Thu, 29 Jun 2023US$131.7bUS$41.4bUS$2.2b24.1x59.9x3.2x
Sat, 27 May 2023US$128.5bUS$41.4bUS$2.2b24.2x58.8x3.1x
Mon, 24 Apr 2023US$123.3bUS$40.3bUS$2.5b24.3x49.5x3.1x
Wed, 22 Mar 2023US$124.3bUS$39.0bUS$2.3b26x54.4x3.2x
Fri, 17 Feb 2023US$138.1bUS$40.3bUS$2.3b29.2x59.3x3.4x
Sun, 15 Jan 2023US$129.3bUS$38.4bUS$2.2b28.4x58.2x3.4x
Price to Earnings Ratio

58.2x


Total Market Cap: US$129.3bTotal Earnings: US$2.2bTotal Revenue: US$38.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electronic Equipment and Instruments Industry Price to Earnings3Y Average 50.6x202420252026
Current Industry PE
  • Investors are relatively neutral on the American Electronic Equipment and Instruments industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 50.6x.
  • The 3-year average PS ratio of 3.5x is lower than the industry's current PS ratio of 4.0x.
Past Earnings Growth
  • The earnings for companies in the Electronic Equipment and Instruments industry have grown 8.9% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Comparison

How does U.S. Electronic Equipment and Instruments compare with similar industries?

US Market1.52%
Tech1.03%
Electronic Equipment and Components2.24%
Electronic Equipment and Instruments4.06%
Electronic Components2.45%
Electronic Manufacturing Services1.38%
Technology Distributors-1.12%
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
KEYS Keysight TechnologiesUS$212.324.5%
+US$1.6b		28.8%PE42x
TDY Teledyne TechnologiesUS$531.484.1%
+US$974.2m		15.0%PE30.5x
AEIS Advanced Energy IndustriesUS$224.407.2%
+US$567.3m		89.1%PE58.1x
OSIS OSI SystemsUS$274.697.7%
+US$333.3m		74.2%PE30.6x
CGNX CognexUS$37.935.4%
+US$325.9m		1.1%PE57.7x

Latest News

KEYS
US$212.32
Keysight Technologies
7D
4.5%
1Y
28.8%
BMI
US$166.69
Badger Meter
7D
-4.4%
1Y
-22.3%
VUZI
US$3.23
Vuzix
7D
-14.6%
1Y
-23.6%
AEVA
US$16.99
Aeva Technologies
7D
27.9%
1Y
275.1%
OUST
US$25.70
Ouster
7D
18.8%
1Y
104.0%

OUST: Defense Certification And Overweight Rating Will Support Future Moat Expansion

Analysts have lifted their price target for Ouster to $33 from $30, citing the recent upgrade to Overweight and the view that the company's Department of Defense certification for its OS1 LiDAR sensor creates a meaningful competitive moat. Analyst Commentary Bullish Takeaways Bullish analysts point to the move to Overweight and the higher US$33 price target as a signal that they see the current valuation as not fully reflecting the company's recent execution.
TDY
US$531.48
Teledyne Technologies
7D
4.1%
1Y
15.0%
CGNX
US$37.93
Cognex
7D
5.4%
1Y
1.1%

CGNX: Cost Discipline And Activist Pressure Will Drive Stronger Margins

Analysts have nudged their price target for Cognex slightly higher, reflecting a modest fair value increase to about $48.65 as they anticipate margin recovery and stronger 2025 EBITDA, supported by continued R&D investment and disciplined cost control. Analyst Commentary Bullish Takeaways Bullish analysts highlight expectations for a strong EBITDA recovery in 2025, supported by top line growth and disciplined expense management, which underpins the higher fair value range.
ARLO
US$13.91
Arlo Technologies
7D
-0.6%
1Y
17.2%
OSIS
US$274.69
OSI Systems
7D
7.7%
1Y
74.2%

These 4 Measures Indicate That OSI Systems (NASDAQ:OSIS) Is Using Debt Reasonably Well

Dec 30
These 4 Measures Indicate That OSI Systems (NASDAQ:OSIS) Is Using Debt Reasonably Well
SMRT
US$1.84
SmartRent
7D
-8.9%
1Y
11.5%

SMRT: Future Returns Will Likely Disappoint Despite Stable Long-Term Assumptions

Analysts have modestly raised their price target on SmartRent, citing slightly lower discount rate assumptions and reinforced confidence in the company’s long term earnings multiple. Together, these factors support a fair value estimate that now rounds to approximately 1.73 dollars per share.
MIR
US$24.40
Mirion Technologies
7D
4.2%
1Y
47.5%

Here's Why Mirion Technologies (NYSE:MIR) Can Manage Its Debt Responsibly

Dec 24
Here's Why Mirion Technologies (NYSE:MIR) Can Manage Its Debt Responsibly
NSSC
US$41.10
Napco Security Technologies
7D
-1.4%
1Y
17.0%

NSSC: Accelerating Equipment Sales Should Sustain Outperformance Into Fiscal 2026

Analysts have modestly raised their price target on Napco Security Technologies to $50.00, citing the company’s repeated quarterly beats, accelerating equipment sales growth, and an increasingly favorable setup into FY26 as key drivers of renewed near term and long term conviction. Analyst Commentary Bullish Takeaways Bullish analysts highlight the third consecutive quarterly beat as evidence that Napco is executing well against expectations, supporting a higher valuation multiple.
EVLV
US$7.08
Evolv Technologies Holdings
7D
-1.1%
1Y
117.8%
INVE
US$3.48
Identiv
7D
-9.4%
1Y
-1.4%
AEIS
US$224.40
Advanced Energy Industries
7D
7.2%
1Y
89.1%

AEIS: Data Center And AI Demand Will Support Balanced Multi Year Outlook

Analysts nudged their average price target on Advanced Energy Industries up slightly to approximately $225 per share, reflecting growing conviction that stronger datacenter demand, improving visibility into 2026 growth, and progress in AI and DRAM-related opportunities can support higher long term earnings power. Analyst Commentary Bullish analysts emphasize that the latest quarter materially exceeded expectations, with management offering a constructive outlook that supports higher confidence in multi year earnings growth.
SNT
US$4.26
Senstar Technologies
7D
-11.8%
1Y
28.3%

Investors Don't See Light At End Of Senstar Technologies Corporation's (NASDAQ:SNT) Tunnel And Push Stock Down 28%

Dec 10
Investors Don't See Light At End Of Senstar Technologies Corporation's (NASDAQ:SNT) Tunnel And Push Stock Down 28%