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U.S. Electronic Manufacturing Services Industry Analysis

UpdatedDec 04, 2025
DataAggregated Company Financials
Companies26
  • 7D1.9%
  • 3M10.7%
  • 1Y53.1%
  • YTDn/a

In the last week, the Electronic Manufacturing Services industry is up 1.9%, with TE Connectivity up 2.7%. This takes the industry's 12 month performance to a gain of 53%. Earnings are forecast to grow by 19% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 05 Dec 2025US$155.6bUS$99.3bUS$4.4b32.3x35.7x1.6x
Sun, 02 Nov 2025US$162.6bUS$99.1bUS$4.1b32x39.7x1.6x
Tue, 30 Sep 2025US$147.0bUS$98.0bUS$3.7b35.3x39.9x1.5x
Thu, 28 Aug 2025US$137.9bUS$96.7bUS$3.6b37.1x38.3x1.4x
Sat, 26 Jul 2025US$134.3bUS$96.7bUS$3.6b26x37.7x1.4x
Mon, 23 Jun 2025US$116.1bUS$95.8bUS$3.4b25.5x34.3x1.2x
Wed, 21 May 2025US$107.9bUS$94.8bUS$3.3b25.1x32.8x1.1x
Fri, 18 Apr 2025US$85.8bUS$94.1bUS$4.0b20.3x21.7x0.9x
Sun, 16 Mar 2025US$95.6bUS$94.2bUS$4.7b22.4x20.3x1x
Tue, 11 Feb 2025US$104.4bUS$94.4bUS$4.7b23.3x22x1.1x
Thu, 09 Jan 2025US$103.4bUS$94.0bUS$5.9b25.9x17.7x1.1x
Sat, 07 Dec 2024US$104.0bUS$95.4bUS$6.0b27.5x17.4x1.1x
Mon, 04 Nov 2024US$100.7bUS$95.4bUS$5.9b23.9x17.1x1.1x
Wed, 02 Oct 2024US$98.3bUS$95.8bUS$6.2b22.6x15.8x1x
Fri, 30 Aug 2024US$96.3bUS$97.4bUS$6.3b22x15.4x1x
Sun, 28 Jul 2024US$99.8bUS$98.0bUS$6.2b20.6x16x1x
Tue, 25 Jun 2024US$98.5bUS$98.7bUS$6.2b19.8x15.8x1x
Thu, 23 May 2024US$99.0bUS$100.4bUS$6.4b20.9x15.5x1x
Sat, 20 Apr 2024US$92.1bUS$104.3bUS$6.5b14.3x14.2x0.9x
Mon, 18 Mar 2024US$93.0bUS$104.3bUS$6.5b14.5x14.4x0.9x
Wed, 14 Feb 2024US$95.7bUS$105.7bUS$5.8b15.6x16.6x0.9x
Fri, 12 Jan 2024US$91.3bUS$107.0bUS$4.3b17.3x21.2x0.9x
Sun, 10 Dec 2023US$89.8bUS$108.3bUS$4.3b14.2x20.7x0.8x
Tue, 07 Nov 2023US$88.8bUS$108.4bUS$4.4b16.2x20.1x0.8x
Thu, 05 Oct 2023US$89.8bUS$109.3bUS$4.7b17.2x19.2x0.8x
Sat, 02 Sep 2023US$92.7bUS$109.9bUS$4.9b17.1x19x0.8x
Mon, 31 Jul 2023US$94.6bUS$109.7bUS$4.9b16.7x19.3x0.9x
Wed, 28 Jun 2023US$92.1bUS$109.7bUS$5.0b15.2x18.6x0.8x
Fri, 26 May 2023US$80.9bUS$109.6bUS$5.0b14.1x16.3x0.7x
Sun, 23 Apr 2023US$81.8bUS$108.0bUS$5.1b14.9x16x0.8x
Tue, 21 Mar 2023US$82.4bUS$108.0bUS$5.1b16.6x16.1x0.8x
Thu, 16 Feb 2023US$89.0bUS$107.4bUS$5.2b17.6x17.3x0.8x
Sat, 14 Jan 2023US$85.0bUS$105.0bUS$5.4b17x15.8x0.8x
Mon, 12 Dec 2022US$81.0bUS$104.0bUS$5.4b16.6x15x0.8x
Price to Earnings Ratio

15x


Total Market Cap: US$81.0bTotal Earnings: US$5.4bTotal Revenue: US$104.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electronic Manufacturing Services Industry Price to Earnings3Y Average 21.5x202320242025
Current Industry PE
  • Investors are optimistic on the American Electronic Manufacturing Services industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 35.7x which is higher than its 3-year average PE of 21.4x.
  • The 3-year average PS ratio of 1.0x is lower than the industry's current PS ratio of 1.6x.
Past Earnings Growth
  • The earnings for companies in the Electronic Manufacturing Services industry have declined 6.9% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Comparison

How does U.S. Electronic Manufacturing Services compare with similar industries?

US Market-3.66%
Tech1.30%
Electronic Equipment and Components1.56%
Electronic Manufacturing Services1.94%
Electronic Equipment and Instruments2.23%
Electronic Components1.09%
Technology Distributors1.07%
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
TEL TE ConnectivityUS$233.393.9%
+US$2.5b		53.1%PE37.3x
JBL JabilUS$218.725.5%
+US$1.2b		61.1%PE35.6x
FLEX FlexUS$61.194.8%
+US$1.0b		56.5%PE25.8x
FN FabrinetUS$471.785.1%
+US$814.0m		100.9%PE48.1x
TTMI TTM TechnologiesUS$72.846.7%
+US$470.2m		193.7%PE57x

Latest News

IPGP
US$82.80
IPG Photonics
7D
5.5%
1Y
10.1%

IPGP: Business Recovery Will Drive Demand In Welding And Micromachining

Analysts have raised their price target on IPG Photonics to $105 from $68, reflecting renewed confidence in the companys return to growth, improving demand in welding and micromachining, and expanding opportunities in urology and directed energy applications. Analyst Commentary Recent rating changes and initiations reflect a notable shift in sentiment toward IPG Photonics, with bullish analysts emphasizing a clear inflection in fundamentals and a more supportive demand backdrop across key end markets.
JBL
US$218.72
Jabil
7D
5.5%
1Y
61.1%
FN
US$471.78
Fabrinet
7D
5.1%
1Y
100.9%
TEL
US$233.39
TE Connectivity
7D
3.9%
1Y
53.1%
OPTX
US$1.46
Syntec Optics Holdings
7D
-15.4%
1Y
53.2%
PLXS
US$149.11
Plexus
7D
3.7%
1Y
-10.0%
TTMI
US$72.84
TTM Technologies
7D
6.7%
1Y
193.7%
FLEX
US$61.19
Flex
7D
4.8%
1Y
56.5%
RFIL
US$6.04
RF Industries
7D
-3.0%
1Y
44.2%

Revenues Working Against RF Industries, Ltd.'s (NASDAQ:RFIL) Share Price Following 26% Dive

Nov 20
Revenues Working Against RF Industries, Ltd.'s (NASDAQ:RFIL) Share Price Following 26% Dive
SANM
US$160.76
Sanmina
7D
3.3%
1Y
103.2%

SANM: Full Rack Assembly Expansion Will Drive Momentum Amid Macro Uncertainty

Analysts have raised their price target on Sanmina from $150 to $180, citing stronger fiscal Q4 results, a recovering communications end market, and expanded capabilities. However, they note ongoing integration challenges and macroeconomic uncertainty.
TRSG
US$1.25
Tungray Technologies
7D
-6.0%
1Y
-52.8%

Tungray Technologies (NASDAQ:TRSG) Has A Rock Solid Balance Sheet

Nov 17
Tungray Technologies (NASDAQ:TRSG) Has A Rock Solid Balance Sheet
DSWL
US$3.57
Deswell Industries
7D
-2.5%
1Y
36.8%

Deswell Industries (NASDAQ:DSWL) Will Pay A Dividend Of $0.10

Nov 16
Deswell Industries (NASDAQ:DSWL) Will Pay A Dividend Of $0.10
WTO
US$1.16
UTime
7D
-4.9%
1Y
-99.6%

The Market Doesn't Like What It Sees From UTime Limited's (NASDAQ:WTO) Revenues Yet As Shares Tumble 98%

Nov 15
The Market Doesn't Like What It Sees From UTime Limited's (NASDAQ:WTO) Revenues Yet As Shares Tumble 98%
KTCC
US$2.67
Key Tronic
7D
-1.8%
1Y
-50.9%