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U.S. Technology Distributors Industry Analysis

UpdatedJul 05, 2026
DataAggregated Company Financials
Companies29
  • 7D-4.7%
  • 3M21.1%
  • 1Y13.0%
  • YTDn/a

Over the last 7 days, the Technology Distributors industry has dropped 4.7%, driven by TD SYNNEX declining 8.1%. In contrast, Climb Global Solutions has gained 6.8%. In the past year, the industry has gained 13%. As for the next few years, earnings are expected to grow by 19% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 05 Jul 2026US$69.2bUS$223.9bUS$4.0b16.9x17.3x0.3x
Tue, 02 Jun 2026US$71.1bUS$219.3bUS$3.8b17.9x18.5x0.3x
Thu, 30 Apr 2026US$66.2bUS$212.4bUS$3.6b16.6x18.2x0.3x
Sat, 28 Mar 2026US$53.8bUS$209.8bUS$3.5b14.9x15.3x0.3x
Mon, 23 Feb 2026US$56.4bUS$208.2bUS$3.5b16.4x16.3x0.3x
Wed, 21 Jan 2026US$53.2bUS$205.7bUS$3.4b16.9x15.9x0.3x
Fri, 19 Dec 2025US$54.1bUS$204.1bUS$3.3b17x16.5x0.3x
Sun, 16 Nov 2025US$54.0bUS$204.1bUS$3.3b17.8x16.4x0.3x
Tue, 14 Oct 2025US$55.1bUS$201.8bUS$3.3b17.4x16.8x0.3x
Thu, 11 Sep 2025US$59.9bUS$200.8bUS$3.2b17.8x18.5x0.3x
Sat, 09 Aug 2025US$56.9bUS$200.8bUS$3.2b17.4x17.6x0.3x
Mon, 07 Jul 2025US$62.5bUS$198.1bUS$3.3b17.9x18.9x0.3x
Wed, 04 Jun 2025US$57.3bUS$197.1bUS$3.3b16.8x17.6x0.3x
Fri, 02 May 2025US$54.0bUS$196.2bUS$3.3b14.8x16.5x0.3x
Sun, 30 Mar 2025US$53.8bUS$196.5bUS$3.3b15.7x16.4x0.3x
Tue, 25 Feb 2025US$63.1bUS$195.5bUS$3.3b18.5x18.9x0.3x
Thu, 23 Jan 2025US$65.7bUS$196.8bUS$3.6b18.9x18.4x0.3x
Sat, 21 Dec 2024US$59.6bUS$195.3bUS$3.6b16.2x16.8x0.3x
Mon, 18 Nov 2024US$60.4bUS$195.3bUS$3.5b16.3x17x0.3x
Wed, 16 Oct 2024US$65.4bUS$149.9bUS$3.5b21.8x18.8x0.4x
Fri, 13 Sep 2024US$61.7bUS$149.2bUS$3.4b21.2x18x0.4x
Sun, 11 Aug 2024US$61.8bUS$149.4bUS$3.4b20x18x0.4x
Tue, 09 Jul 2024US$61.0bUS$152.4bUS$3.6b20.5x16.9x0.4x
Thu, 06 Jun 2024US$64.5bUS$152.5bUS$3.6b17.8x17.8x0.4x
Sat, 04 May 2024US$61.4bUS$152.6bUS$3.6b16x16.9x0.4x
Mon, 01 Apr 2024US$67.4bUS$155.6bUS$3.9b15.6x17.1x0.4x
Wed, 28 Feb 2024US$64.4bUS$156.7bUS$3.9b13x16.4x0.4x
Fri, 26 Jan 2024US$62.0bUS$159.9bUS$4.2b14.9x14.9x0.4x
Sun, 24 Dec 2023US$62.9bUS$161.7bUS$4.2b12.6x15x0.4x
Tue, 21 Nov 2023US$58.4bUS$161.7bUS$4.2b11.4x13.9x0.4x
Thu, 19 Oct 2023US$56.8bUS$164.4bUS$4.3b11.8x13.2x0.3x
Sat, 16 Sep 2023US$58.7bUS$165.8bUS$4.3b11.4x13.6x0.4x
Mon, 14 Aug 2023US$57.9bUS$165.6bUS$4.4b12.2x13.1x0.3x
Wed, 12 Jul 2023US$56.6bUS$167.5bUS$4.6b12.7x12.4x0.3x
Price to Earnings Ratio

12.4x


Total Market Cap: US$56.6bTotal Earnings: US$4.6bTotal Revenue: US$167.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Technology Distributors Industry Price to Earnings3Y Average 16.7x202420252026
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 16.7x.
  • 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 4.5% per year over the last three years.
  • Meanwhile revenues for these companies have grown 10% 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 Market1.63%
Tech0.61%
Electronic Equipment and Components-5.01%
Technology Distributors-4.71%
Electronic Equipment and Instruments-0.45%
Electronic Manufacturing Services-5.33%
Electronic Components-6.52%
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
CLMB Climb Global SolutionsUS$23.866.8%
+US$27.9m		-14.9%PE21.1x
CNXN PC ConnectionUS$72.431.4%
+US$25.5m		7.7%PE20.9x
PLUS ePlusUS$80.821.2%
+US$25.4m		11.5%PE16.9x
AMCI AMC RoboticsUS$4.8915.9%
+US$15.1m		-58.5%PS20.6x
CDW CDWUS$133.370.05%
+US$8.9m		-26.8%PE15.8x

Latest News

LHSW
US$1.80
Lianhe Sowell International Group
7D
22.4%
1Y
-94.9%
ARW
US$197.48
Arrow Electronics
7D
-8.2%
1Y
49.4%
RELL
US$16.61
Richardson Electronics
7D
-5.8%
1Y
62.5%
SNX
US$244.64
TD SYNNEX
7D
-8.1%
1Y
74.5%
AVT
US$82.18
Avnet
7D
-4.9%
1Y
46.0%
CDW
US$133.37
CDW
7D
0.05%
1Y
-26.8%
Narrative Update • Jul 02

CDW: AI Server Demand And Buybacks Will Drive Future Upside

Analysts have lifted their price target for CDW to $170 from $142, citing what they see as resilient enterprise server demand tied to compute shortages, refresh cycles, and AI infrastructure, alongside expectations for improving order trends and earnings growth. Analyst Commentary on CDW Recent research updates on CDW highlight a turn in sentiment, with several bullish analysts pointing to what they see as resilient demand for enterprise servers and AI infrastructure as key supports for the stock.
NSIT
US$113.34
Insight Enterprises
7D
-5.1%
1Y
-21.3%
Narrative Update • Jul 01

NSIT: Cloud And Hardware Backlog Reliance Will Test Future Earnings Multiple

Analysts have adjusted the price target on Insight Enterprises to $75 from $90, reflecting updated views on revenue growth, profit margin potential, and a lower assumed future P/E multiple. This revision is supported by recent research citing continued enterprise demand, accelerating cloud gross profit, and an elevated hardware backlog.
CLMB
US$23.86
Climb Global Solutions
7D
6.8%
1Y
-14.9%
INGM
US$25.65
Ingram Micro Holding
7D
-6.8%
1Y
17.4%
Narrative Update • Jun 26

INGM: AI Infrastructure Demand And Fair Value View Will Shape Next Phase

Ingram Micro Holding's fair value estimate has been revised from $21.00 to $26.00 as analysts reflect higher long-term revenue growth assumptions, a modestly lower discount rate, and stronger demand signals in enterprise servers and AI-related infrastructure, highlighted in recent price target increases across the Street. Analyst Commentary Recent Street commentary on Ingram Micro Holding highlights a mix of optimism about enterprise server and AI infrastructure demand alongside pockets of caution around how much of that strength is already reflected in the stock.
PLUS
US$80.82
ePlus
7D
1.2%
1Y
11.5%
CNXN
US$72.43
PC Connection
7D
1.4%
1Y
7.7%
IZM
US$0.37
ICZOOM Group
7D
27.4%
1Y
-85.4%
CGTL
US$0.35
Creative Global Technology Holdings
7D
-12.8%
1Y
-71.7%
AMCI
US$4.89
AMC Robotics
7D
15.9%
1Y
-58.5%