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U.S. Technology Distributors Industry Analysis

UpdatedFeb 13, 2026
DataAggregated Company Financials
Companies30
  • 7D-2.7%
  • 3M3.8%
  • 1Y-9.7%
  • YTDn/a

Over the last 7 days, the Technology Distributors industry has dropped 2.7%, driven by CDW declining 9.9%. In contrast, Arrow Electronics has gained 10%. The industry has fallen 9.7% in the last year. As for the next few years, earnings are expected to grow by 15% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 13 Feb 2026US$58.8bUS$208.2bUS$3.5b16.1x17x0.3x
Sun, 11 Jan 2026US$52.9bUS$205.7bUS$3.4b17.3x15.8x0.3x
Tue, 09 Dec 2025US$55.1bUS$204.1bUS$3.3b17.7x16.7x0.3x
Thu, 06 Nov 2025US$54.1bUS$204.0bUS$3.3b17.7x16.5x0.3x
Sat, 04 Oct 2025US$59.5bUS$201.8bUS$3.3b18x18.2x0.3x
Mon, 01 Sep 2025US$59.4bUS$200.8bUS$3.2b17.2x18.3x0.3x
Wed, 30 Jul 2025US$62.4bUS$198.1bUS$3.3b17.3x18.9x0.3x
Fri, 27 Jun 2025US$60.2bUS$198.1bUS$3.3b17.5x18.3x0.3x
Sun, 25 May 2025US$58.5bUS$197.1bUS$3.3b16.2x18x0.3x
Tue, 22 Apr 2025US$51.3bUS$196.5bUS$3.3b14.3x15.7x0.3x
Thu, 20 Mar 2025US$58.1bUS$195.9bUS$3.3b16.4x17.7x0.3x
Sat, 15 Feb 2025US$63.4bUS$195.5bUS$3.3b18.9x19x0.3x
Mon, 13 Jan 2025US$61.8bUS$196.6bUS$3.6b16.5x17.3x0.3x
Wed, 11 Dec 2024US$62.9bUS$195.3bUS$3.6b17.1x17.7x0.3x
Fri, 08 Nov 2024US$67.1bUS$195.6bUS$3.6b17.4x18.9x0.3x
Sun, 06 Oct 2024US$65.0bUS$149.9bUS$3.5b22.6x18.7x0.4x
Tue, 03 Sep 2024US$66.2bUS$149.2bUS$3.4b22.4x19.2x0.4x
Thu, 01 Aug 2024US$64.6bUS$152.2bUS$3.6b22.9x17.8x0.4x
Sat, 29 Jun 2024US$62.8bUS$152.4bUS$3.6b20.6x17.3x0.4x
Mon, 27 May 2024US$66.7bUS$152.5bUS$3.6b18x18.5x0.4x
Wed, 24 Apr 2024US$65.1bUS$155.6bUS$3.9b16.9x16.6x0.4x
Fri, 22 Mar 2024US$65.2bUS$156.7bUS$3.9b15x16.6x0.4x
Sun, 18 Feb 2024US$63.1bUS$156.7bUS$3.9b13.3x16.1x0.4x
Tue, 16 Jan 2024US$60.7bUS$159.9bUS$4.2b14.7x14.6x0.4x
Thu, 14 Dec 2023US$60.4bUS$161.7bUS$4.2b12x14.4x0.4x
Sat, 11 Nov 2023US$56.0bUS$161.7bUS$4.2b11.2x13.3x0.3x
Mon, 09 Oct 2023US$57.6bUS$164.4bUS$4.3b11.5x13.4x0.4x
Wed, 06 Sep 2023US$60.0bUS$165.8bUS$4.3b11.5x13.9x0.4x
Fri, 04 Aug 2023US$56.6bUS$165.5bUS$4.4b12.8x12.8x0.3x
Sun, 02 Jul 2023US$55.4bUS$167.5bUS$4.6b12.7x12.1x0.3x
Tue, 30 May 2023US$52.3bUS$168.7bUS$4.6b11.2x11.4x0.3x
Thu, 27 Apr 2023US$48.4bUS$170.2bUS$4.7b9.5x10.3x0.3x
Sat, 25 Mar 2023US$54.2bUS$170.3bUS$4.7b12.2x11.6x0.3x
Mon, 20 Feb 2023US$58.6bUS$170.0bUS$4.7b10.8x12.5x0.3x
Price to Earnings Ratio

12.5x


Total Market Cap: US$58.6bTotal Earnings: US$4.7bTotal Revenue: US$170.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Technology Distributors Industry Price to Earnings3Y Average 16x202420252026
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 16.0x.
  • 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 9.5% per year over the last three years.
  • Meanwhile revenues for these companies have grown 7.0% 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 Market0.52%
Tech2.46%
Electronic Equipment and Components8.20%
Technology Distributors-2.73%
Electronic Components12.31%
Electronic Equipment and Instruments6.53%
Electronic Manufacturing Services5.71%
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$155.6410.3%
+US$745.1m		43.8%PE13.9x
AVT AvnetUS$65.962.6%
+US$136.7m		30.6%PE26x
NSIT Insight EnterprisesUS$84.743.0%
+US$76.2m		-49.4%PE16.7x
RELL Richardson ElectronicsUS$13.1521.3%
+US$33.5m		0.3%PE236.9x
INGM Ingram Micro HoldingUS$21.110.7%
+US$32.9m		-9.4%PE17.1x

Latest News

ARW
US$155.64
Arrow Electronics
7D
10.3%
1Y
43.8%
NSIT
US$84.74
Insight Enterprises
7D
3.0%
1Y
-49.4%
CLMB
US$116.56
Climb Global Solutions
7D
-1.8%
1Y
-9.6%
SCSC
US$34.66
ScanSource
7D
-4.7%
1Y
-7.2%
LHSW
US$0.24
Lianhe Sowell International Group
7D
-61.0%
1Y
n/a
RELL
US$13.15
Richardson Electronics
7D
21.3%
1Y
0.3%

Improved Revenues Required Before Richardson Electronics, Ltd. (NASDAQ:RELL) Stock's 30% Jump Looks Justified

Feb 11
Improved Revenues Required Before Richardson Electronics, Ltd. (NASDAQ:RELL) Stock's 30% Jump Looks Justified
AVT
US$65.96
Avnet
7D
2.6%
1Y
30.6%

AVT: Fair View Balances Higher Earnings Assumptions With Lower Future P E Multiple

Our updated view on Avnet lifts the fair value estimate from $64 to $69, reflecting analysts’ higher price targets and expectations for revenue growth, margins, and a lower future P/E multiple. Analyst Commentary Recent Street research around Avnet has tilted more constructive, with several firms lifting their price targets in quick succession.
SNX
US$157.41
TD SYNNEX
7D
-4.1%
1Y
11.2%
CNXN
US$64.32
PC Connection
7D
-2.0%
1Y
-1.5%
CDW
US$126.83
CDW
7D
-9.9%
1Y
-32.4%

CDW: Cloud Services Expansion Will Support Earnings Power After Recent Reset

Analysts trimmed their price targets on CDW by a few dollars to around US$218. This reflects slightly softer assumptions for revenue growth and profit margins, partly offset by a higher expected future P/E multiple.
PLUS
US$82.09
ePlus
7D
-3.0%
1Y
17.7%
CGTL
US$4.26
Creative Global Technology Holdings
7D
-14.8%
1Y
-19.6%
AMCI
US$6.42
AMC Robotics
7D
5.9%
1Y
-43.9%
INGM
US$21.11
Ingram Micro Holding
7D
0.7%
1Y
-9.4%

These 4 Measures Indicate That Ingram Micro Holding (NYSE:INGM) Is Using Debt Extensively

Jan 15
These 4 Measures Indicate That Ingram Micro Holding (NYSE:INGM) Is Using Debt Extensively