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U.S. Technology Distributors Industry Analysis

UpdatedApr 15, 2026
DataAggregated Company Financials
Companies30
  • 7D7.8%
  • 3M19.5%
  • 1Y26.4%
  • YTDn/a

In the last week, the Technology Distributors industry is up 7.8%, with Arrow Electronics up 18%. During this same period, the ICZOOM Group underperformed, falling 7.2%. This means that the industry has gained 26% over the past year. Earnings are forecast to grow by 12% annually.

Industry Valuation and Performance

Has the U.S. Technology Distributors Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 15 Apr 2026US$63.2bUS$212.4bUS$3.7b16.2x17.3x0.3x
Fri, 13 Mar 2026US$53.8bUS$209.8bUS$3.5b15.2x15.3x0.3x
Sun, 08 Feb 2026US$60.2bUS$208.2bUS$3.5b17.5x17.4x0.3x
Tue, 06 Jan 2026US$53.2bUS$204.1bUS$3.3b17.4x16.2x0.3x
Thu, 04 Dec 2025US$54.4bUS$204.1bUS$3.3b17.8x16.5x0.3x
Sat, 01 Nov 2025US$56.9bUS$202.9bUS$3.3b18.4x17.4x0.3x
Mon, 29 Sep 2025US$59.7bUS$201.8bUS$3.3b17.7x18.1x0.3x
Wed, 27 Aug 2025US$59.7bUS$200.8bUS$3.2b17x18.4x0.3x
Fri, 25 Jul 2025US$62.6bUS$198.1bUS$3.3b17.3x18.9x0.3x
Sun, 22 Jun 2025US$57.8bUS$197.1bUS$3.3b17x17.8x0.3x
Tue, 20 May 2025US$60.7bUS$197.1bUS$3.2b16.8x18.7x0.3x
Thu, 17 Apr 2025US$50.8bUS$196.5bUS$3.3b14.7x15.5x0.3x
Sat, 15 Mar 2025US$55.9bUS$195.9bUS$3.3b16.6x17x0.3x
Mon, 10 Feb 2025US$64.1bUS$195.5bUS$3.3b18.4x19.2x0.3x
Wed, 08 Jan 2025US$60.1bUS$195.3bUS$3.6b16.3x16.9x0.3x
Fri, 06 Dec 2024US$62.5bUS$195.3bUS$3.6b17x17.6x0.3x
Sun, 03 Nov 2024US$63.3bUS$195.6bUS$3.6b17.4x17.8x0.3x
Tue, 01 Oct 2024US$65.9bUS$149.9bUS$3.5b22.7x18.9x0.4x
Thu, 29 Aug 2024US$66.1bUS$149.2bUS$3.4b22.1x19.2x0.4x
Sat, 27 Jul 2024US$64.9bUS$152.4bUS$3.6b22.1x18x0.4x
Mon, 24 Jun 2024US$66.3bUS$152.5bUS$3.6b20.8x18.4x0.4x
Wed, 22 May 2024US$66.1bUS$152.5bUS$3.6b17.4x18.2x0.4x
Fri, 19 Apr 2024US$63.5bUS$155.6bUS$3.9b15.8x16.2x0.4x
Sun, 17 Mar 2024US$64.6bUS$156.7bUS$3.9b14.8x16.4x0.4x
Tue, 13 Feb 2024US$63.5bUS$157.0bUS$3.9b13.9x16.3x0.4x
Thu, 11 Jan 2024US$60.5bUS$159.9bUS$4.2b12.1x14.5x0.4x
Sat, 09 Dec 2023US$58.9bUS$161.7bUS$4.2b11.5x14x0.4x
Mon, 06 Nov 2023US$57.2bUS$161.7bUS$4.2b11.1x13.6x0.4x
Wed, 04 Oct 2023US$57.5bUS$164.4bUS$4.3b11.4x13.3x0.3x
Fri, 01 Sep 2023US$60.5bUS$165.8bUS$4.3b11.6x14x0.4x
Sun, 30 Jul 2023US$56.3bUS$167.5bUS$4.6b12.5x12.3x0.3x
Tue, 27 Jun 2023US$54.0bUS$168.7bUS$4.6b12.1x11.8x0.3x
Thu, 25 May 2023US$50.0bUS$168.7bUS$4.6b11.3x10.9x0.3x
Sat, 22 Apr 2023US$48.7bUS$170.2bUS$4.7b9.9x10.3x0.3x
Price to Earnings Ratio

10.3x


Total Market Cap: US$48.7bTotal Earnings: US$4.7bTotal Revenue: US$170.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Technology Distributors Industry Price to Earnings3Y Average 16.2x202420252026
Current Industry PE
  • Investors are relatively neutral on the American Technology Distributors 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 16.2x.
  • The industry is trading close to its 3-year average PS ratio of 0.34x.
Past Earnings Growth
  • The earnings for companies in the Technology Distributors industry have declined 8.1% per year over the last three years.
  • Meanwhile revenues for these companies have grown 7.7% per year.
  • This means that although more sales are being generated, 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. Technology Distributors compare with similar industries?

US Market4.44%
Tech6.04%
Electronic Equipment and Components13.40%
Technology Distributors7.79%
Electronic Components16.90%
Electronic Manufacturing Services13.64%
Electronic Equipment and Instruments7.54%
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
ARW Arrow ElectronicsUS$173.6617.5%
+US$1.3b		72.6%PE15.5x
CDW CDWUS$130.045.1%
+US$812.6m		-13.8%PE15.6x
AVT AvnetUS$71.7514.7%
+US$754.8m		54.5%PE28.3x
SNX TD SYNNEXUS$204.714.7%
+US$733.2m		98.4%PE16.8x
INGM Ingram Micro HoldingUS$28.228.9%
+US$532.8m		77.6%PE19.9x

Latest News

AVT
US$71.75
Avnet
7D
14.7%
1Y
54.5%
NSIT
US$73.78
Insight Enterprises
7D
4.4%
1Y
-44.6%

NSIT: Reset Assumptions And New Leadership Will Support Long Term Upside

Analysts have trimmed their price target on Insight Enterprises by $10. This reflects updated assumptions around discount rates, modestly adjusted revenue growth and profit margin expectations, and a slightly revised future P/E outlook.
ARW
US$173.66
Arrow Electronics
7D
17.5%
1Y
72.6%
SNX
US$204.71
TD SYNNEX
7D
4.7%
1Y
98.4%
CNXN
US$64.13
PC Connection
7D
4.8%
1Y
6.5%
CDW
US$130.04
CDW
7D
5.1%
1Y
-13.8%

CDW: Cloud Services Expansion And Buybacks Will Support Future Earnings Power

CDW's analyst fair value estimate has been reset from $218.02 to $195.00 as analysts factor in lower published price targets from several major firms, alongside revisions to the discount rate, growth, margin, and future P/E assumptions. Analyst Commentary Recent Street research around CDW has centered on revised price targets and rating changes, which have been incorporated into the updated fair value estimate.
PLUS
US$83.01
ePlus
7D
4.5%
1Y
41.8%

PLUS: Raised Guidance And Buybacks Will Drive Future Upside Potential

Analysts now set their price target for ePlus at $115, down from $126. This reflects updated assumptions for slightly lower revenue growth and profit margins, along with a modestly higher future P/E multiple.
INGM
US$28.22
Ingram Micro Holding
7D
8.9%
1Y
77.6%
LHSW
US$0.18
Lianhe Sowell International Group
7D
-2.7%
1Y
-95.5%
IZM
US$0.44
ICZOOM Group
7D
-7.2%
1Y
-75.4%