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U.S. Electronic Equipment and Instruments Industry Analysis

UpdatedJan 11, 2026
DataAggregated Company Financials
Companies98
  • 7D4.3%
  • 3M4.4%
  • 1Y15.1%
  • YTDn/a

In the last week, the Electronic Equipment and Instruments industry is up 4.3%, with Teledyne Technologies up 5.8%. In the last 12 months, the industry was up 15%. Looking forward, earnings are forecast to grow by 22% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 11 Jan 2026US$146.3bUS$36.7bUS$2.9b31.3x50.9x4x
Tue, 09 Dec 2025US$162.3bUS$40.2bUS$3.1b29x51.9x4x
Thu, 06 Nov 2025US$156.3bUS$39.8bUS$2.6b29.4x60.6x3.9x
Sat, 04 Oct 2025US$161.5bUS$39.6bUS$2.6b28.3x61x4.1x
Mon, 01 Sep 2025US$157.4bUS$40.0bUS$2.5b26.3x62x3.9x
Wed, 30 Jul 2025US$160.4bUS$39.5bUS$4.0b24.7x40x4.1x
Fri, 27 Jun 2025US$152.0bUS$37.7bUS$3.6b26.7x41.8x4x
Sun, 25 May 2025US$137.7bUS$37.7bUS$3.6b26.6x38x3.7x
Tue, 22 Apr 2025US$118.1bUS$37.2bUS$3.5b20.4x33.3x3.2x
Thu, 20 Mar 2025US$133.9bUS$37.3bUS$3.6b25.3x37.3x3.6x
Sat, 15 Feb 2025US$146.2bUS$37.5bUS$3.6b27.2x40.8x3.9x
Mon, 13 Jan 2025US$141.3bUS$36.8bUS$3.5b25x40.7x3.8x
Wed, 11 Dec 2024US$149.9bUS$36.9bUS$3.4b28x43.8x4.1x
Fri, 08 Nov 2024US$145.9bUS$36.8bUS$3.7b26.2x39.3x4x
Sun, 06 Oct 2024US$135.1bUS$36.5bUS$3.5b28.2x38.3x3.7x
Tue, 03 Sep 2024US$132.6bUS$36.5bUS$3.6b24.3x36.4x3.6x
Thu, 01 Aug 2024US$133.0bUS$36.8bUS$2.1b29.6x63.1x3.6x
Sat, 29 Jun 2024US$125.8bUS$37.7bUS$2.2b24.4x56.6x3.3x
Mon, 27 May 2024US$131.5bUS$37.7bUS$2.2b27.9x58.7x3.5x
Wed, 24 Apr 2024US$126.2bUS$37.9bUS$2.2b26.9x56.4x3.3x
Fri, 22 Mar 2024US$129.6bUS$37.9bUS$2.2b27.3x57.8x3.4x
Sun, 18 Feb 2024US$127.8bUS$37.9bUS$2.3b25.7x56.3x3.4x
Tue, 16 Jan 2024US$130.8bUS$41.6bUS$2.3b25.8x56.3x3.1x
Thu, 14 Dec 2023US$126.1bUS$41.6bUS$2.3b25.2x54.1x3x
Sat, 11 Nov 2023US$110.9bUS$41.8bUS$2.4b20.8x47.1x2.7x
Mon, 09 Oct 2023US$120.2bUS$42.0bUS$2.4b20.6x50.5x2.9x
Wed, 06 Sep 2023US$128.9bUS$41.9bUS$2.4b22.6x54.7x3.1x
Fri, 04 Aug 2023US$133.7bUS$41.8bUS$2.5b23.4x52.8x3.2x
Sun, 02 Jul 2023US$135.1bUS$41.4bUS$2.2b24.5x61.4x3.3x
Tue, 30 May 2023US$128.5bUS$41.4bUS$2.2b24.2x58.8x3.1x
Thu, 27 Apr 2023US$118.9bUS$40.3bUS$2.5b23.9x47.7x2.9x
Sat, 25 Mar 2023US$123.3bUS$38.9bUS$2.2b25.5x54.9x3.2x
Mon, 20 Feb 2023US$136.1bUS$40.4bUS$2.3b29x59.2x3.4x
Wed, 18 Jan 2023US$130.7bUS$38.4bUS$2.2b29x58.8x3.4x
Price to Earnings Ratio

58.8x


Total Market Cap: US$130.7bTotal 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 50.5x202420252026
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 50.5x.
  • 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 Market1.88%
Tech0.22%
Electronic Equipment and Components-0.52%
Electronic Equipment and Instruments4.26%
Technology Distributors0.26%
Electronic Components-1.99%
Electronic Manufacturing Services-2.16%
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
TDY Teledyne TechnologiesUS$549.025.8%
+US$1.4b		20.3%PE31.5x
NOVT NovantaUS$130.9417.8%
+US$708.3m		-11.2%PE88.7x
ZBRA Zebra TechnologiesUS$259.484.5%
+US$566.4m		-32.7%PE25.7x
MIR Mirion TechnologiesUS$25.979.0%
+US$490.2m		63.4%PE224.5x
AEVA Aeva TechnologiesUS$19.8755.8%
+US$427.8m		342.5%PS78.8x

Latest News

NOVT
US$130.94
Novanta
7D
17.8%
1Y
-11.2%
CGNX
US$39.01
Cognex
7D
5.6%
1Y
5.5%
ZBRA
US$259.48
Zebra Technologies
7D
4.5%
1Y
-32.7%
SMRT
US$1.81
SmartRent
7D
-6.2%
1Y
13.8%

SMRT: Future Returns Will Likely Stay Muted As Outlook Remains Steady

Analysts kept their SmartRent fair value estimate steady at US$1.73, with only small tweaks to the discount rate, revenue growth outlook, profit margin assumptions, and future P/E inputs. This supports a largely unchanged price target narrative.
SPCB
US$8.41
SuperCom
7D
-9.0%
1Y
-13.7%

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Jan 09
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MIR
US$25.97
Mirion Technologies
7D
9.0%
1Y
63.4%

MIR: Reaffirmed 2025 Outlook And Buybacks Will Support Future Upside

Analysts have nudged their price target on Mirion Technologies slightly lower to US$30.63 from US$30.75, reflecting small tweaks to fair value, discount rate, growth, margin and future P/E assumptions, rather than any major shift in the story. What's in the News Mirion Technologies reaffirmed full year 2025 revenue growth guidance of approximately 7% to 9%, including an estimated 180 basis point foreign exchange tailwind based on a fourth quarter Euro to US$ exchange rate of 1.16.
ZEPP
US$26.46
Zepp Health
7D
-5.6%
1Y
729.5%

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Jan 08
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BMI
US$174.61
Badger Meter
7D
-1.0%
1Y
-15.9%
VUZI
US$3.31
Vuzix
7D
-14.0%
1Y
-2.9%
AEVA
US$19.87
Aeva Technologies
7D
55.8%
1Y
342.5%
OUST
US$27.87
Ouster
7D
19.3%
1Y
146.2%

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$549.02
Teledyne Technologies
7D
5.8%
1Y
20.3%
OSIS
US$278.92
OSI Systems
7D
9.1%
1Y
81.9%

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Dec 30
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AEIS
US$219.59
Advanced Energy Industries
7D
-1.1%
1Y
85.5%

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.
STAI
US$2.53
ScanTech AI Systems
7D
-23.8%
1Y
-94.5%
SNT
US$4.34
Senstar Technologies
7D
-4.8%
1Y
33.5%

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Dec 10
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