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U.S. Electronic Equipment and Instruments Industry Analysis

UpdatedDec 31, 2025
DataAggregated Company Financials
Companies103
  • 7D-0.9%
  • 3M-2.2%
  • 1Y8.9%
  • YTDn/a

The Electronic Equipment and Instruments industry has been flat over the last week, but SMX (Security Matters) has lost 63%. As for the the longer term, the industry is up 8.9% over the past 12 months. Earnings are forecast to grow by 23% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 01 Jan 2026US$160.4bUS$40.3bUS$3.1b29.5x51.1x4x
Sat, 29 Nov 2025US$157.6bUS$40.2bUS$3.1b28.7x50.4x3.9x
Mon, 27 Oct 2025US$163.8bUS$39.7bUS$2.6b28.4x62.8x4.1x
Wed, 24 Sep 2025US$165.6bUS$40.0bUS$2.6b26.6x64.7x4.1x
Fri, 22 Aug 2025US$154.6bUS$40.0bUS$2.5b24x61.3x3.9x
Sun, 20 Jul 2025US$160.7bUS$37.7bUS$3.6b25.6x44.2x4.3x
Tue, 17 Jun 2025US$140.4bUS$37.7bUS$3.6b27.1x39x3.7x
Thu, 15 May 2025US$141.5bUS$37.5bUS$3.5b27.3x40.1x3.8x
Sat, 12 Apr 2025US$115.9bUS$37.2bUS$3.5b20.6x32.8x3.1x
Mon, 10 Mar 2025US$134.7bUS$37.3bUS$3.6b22.8x37.7x3.6x
Wed, 05 Feb 2025US$149.9bUS$37.0bUS$3.4b25.7x44.7x4.1x
Fri, 03 Jan 2025US$143.1bUS$36.9bUS$3.5b25.9x41.3x3.9x
Sun, 01 Dec 2024US$149.5bUS$36.8bUS$3.4b28.5x44x4.1x
Tue, 29 Oct 2024US$135.3bUS$36.7bUS$3.6b28.7x37.5x3.7x
Thu, 26 Sep 2024US$133.4bUS$36.6bUS$3.5b26x37.9x3.6x
Sat, 24 Aug 2024US$131.4bUS$36.5bUS$3.7b23.3x35.9x3.6x
Mon, 22 Jul 2024US$130.8bUS$37.7bUS$2.2b27.7x58.6x3.5x
Wed, 19 Jun 2024US$126.3bUS$37.7bUS$2.2b24.1x56.4x3.4x
Fri, 17 May 2024US$133.0bUS$37.9bUS$2.4b28.4x55.3x3.5x
Sun, 14 Apr 2024US$130.3bUS$37.9bUS$2.3b27.6x57.6x3.4x
Tue, 12 Mar 2024US$129.0bUS$37.9bUS$2.2b26.8x57.7x3.4x
Thu, 08 Feb 2024US$121.8bUS$38.5bUS$2.3b25.5x52.1x3.2x
Sat, 06 Jan 2024US$130.5bUS$41.6bUS$2.3b25.4x56x3.1x
Mon, 04 Dec 2023US$122.9bUS$41.6bUS$2.3b22.8x53.1x3x
Wed, 01 Nov 2023US$111.7bUS$41.6bUS$2.2b19x50.5x2.7x
Fri, 29 Sep 2023US$122.6bUS$42.0bUS$2.4b19.8x51.5x2.9x
Sun, 27 Aug 2023US$126.9bUS$41.9bUS$2.4b22.4x53.8x3x
Tue, 25 Jul 2023US$136.0bUS$41.5bUS$2.2b24.2x62x3.3x
Thu, 22 Jun 2023US$130.8bUS$41.4bUS$2.2b24.5x60x3.2x
Sat, 20 May 2023US$128.8bUS$41.4bUS$2.2b23.4x59.7x3.1x
Mon, 17 Apr 2023US$127.0bUS$40.3bUS$2.5b26.2x51.2x3.2x
Wed, 15 Mar 2023US$121.6bUS$39.0bUS$2.3b26.6x53x3.1x
Fri, 10 Feb 2023US$134.4bUS$40.2bUS$2.3b29.3x57.5x3.3x
Sun, 08 Jan 2023US$121.9bUS$38.4bUS$2.2b27.2x54.8x3.2x
Price to Earnings Ratio

54.8x


Total Market Cap: US$121.9bTotal 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 12% 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 Market-0.48%
Tech-0.61%
Electronic Equipment and Components-1.10%
Electronic Equipment and Instruments-0.89%
Technology Distributors-0.27%
Electronic Components-0.87%
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
TROO TROOPSUS$3.2056.9%
+US$146.8m		95.1%PS26.8x
LPTH LightPath TechnologiesUS$10.8019.6%
+US$94.3m		205.9%PS13.1x
EVLV Evolv Technologies HoldingsUS$7.167.5%
+US$87.3m		81.3%PS9.2x
DAKT DaktronicsUS$19.776.7%
+US$60.9m		17.3%PE130.8x
VUZI VuzixUS$3.7818.5%
+US$47.3m		-4.1%PS57x

Latest News

DAKT
US$19.77
Daktronics
7D
6.7%
1Y
17.3%

Daktronics' (NASDAQ:DAKT) Returns On Capital Are Heading Higher

Dec 31
Daktronics' (NASDAQ:DAKT) Returns On Capital Are Heading Higher
OSIS
US$255.06
OSI Systems
7D
-5.4%
1Y
52.3%

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
KEYS
US$203.19
Keysight Technologies
7D
-1.0%
1Y
26.5%
LPTH
US$10.80
LightPath Technologies
7D
19.6%
1Y
205.9%

LPTH: Record Backlog And Major Orders Will Drive Stronger Earnings Power

Analysts have raised their price target on LightPath Technologies to $11 from $7, citing faster projected revenue growth, expanding margins and a robust, potentially transformational backlog that supports stronger long term earnings power. Analyst Commentary Bullish analysts are coalescing around a higher valuation framework for LightPath Technologies, pointing to accelerating demand trends, a swelling backlog and evidence that the company is successfully moving up the value chain into higher margin systems and solutions.
TDY
US$510.73
Teledyne Technologies
7D
-1.9%
1Y
10.0%
TRMB
US$78.35
Trimble
7D
-2.1%
1Y
10.9%
EVLV
US$7.16
Evolv Technologies Holdings
7D
7.5%
1Y
81.3%
ZBRA
US$242.82
Zebra Technologies
7D
-1.3%
1Y
-37.1%

ZBRA: Tariff Headwinds Will Ease After 2025 Supporting Margin Recovery

Analysts have modestly lowered their average price target on Zebra Technologies, trimming expectations by a few dollars per share to reflect concerns about slowing organic growth and a cautious extrapolation of the latest Q4 guidance into the medium term. Analyst Commentary Recent Street research on Zebra Technologies reflects a mixed but generally constructive stance, with pricing adjustments fine tuning expectations rather than signaling a wholesale change in the underlying thesis.
BMI
US$174.41
Badger Meter
7D
-4.5%
1Y
-17.8%

BMI: Free Cash Flow Strength And Margin Outlook Will Shape Share Performance

Analysts have modestly reduced their fair value estimate for Badger Meter from $195.32 to $172.00 per share. This reflects slightly lower assumptions for revenue growth, profit margins, and future valuation multiples, even as they highlight resilient organic growth, strong free cash flow conversion, and an improved gross margin outlook in recent research updates.
AEIS
US$209.37
Advanced Energy Industries
7D
-3.6%
1Y
81.1%

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$4.83
Senstar Technologies
7D
12.3%
1Y
40.4%

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%
ARBE
US$1.18
Arbe Robotics
7D
11.3%
1Y
-36.6%

Does Arbe Robotics (NASDAQ:ARBE) Have A Healthy Balance Sheet?

Dec 08
Does Arbe Robotics (NASDAQ:ARBE) Have A Healthy Balance Sheet?
WRAP
US$2.38
Wrap Technologies
7D
10.2%
1Y
12.3%
SMX
US$16.35
SMX (Security Matters)
7D
-88.1%
1Y
-100.0%
TROO
US$3.20
TROOPS
7D
56.9%
1Y
95.1%
VUZI
US$3.78
Vuzix
7D
18.5%
1Y
-4.1%