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U.S. Technology Distributors Industry Analysis

UpdatedAug 14, 2026
DataAggregated Company Financials
Companies31
  • 7D-1.6%
  • 3M18.2%
  • 1Y29.4%
  • YTDn/a

Over the last 7 days, the Technology Distributors industry has dropped 1.6%, driven by Arrow Electronics declining 5.9%. Over the past 12 months, the industry was up 29%. Looking forward, earnings are forecast to grow by 17% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 14 Aug 2026US$76.1bUS$236.7bUS$4.1b16.9x18.7x0.3x
Sun, 12 Jul 2026US$73.4bUS$223.9bUS$4.0b18.7x18.4x0.3x
Tue, 09 Jun 2026US$73.4bUS$219.3bUS$3.8b18.5x19.1x0.3x
Thu, 07 May 2026US$67.6bUS$216.5bUS$3.7b17.2x18.3x0.3x
Sat, 04 Apr 2026US$56.4bUS$212.4bUS$3.7b14.9x15.4x0.3x
Mon, 02 Mar 2026US$54.8bUS$208.3bUS$3.5b15.9x15.8x0.3x
Wed, 28 Jan 2026US$53.0bUS$205.7bUS$3.4b17.1x15.8x0.3x
Fri, 26 Dec 2025US$54.0bUS$204.1bUS$3.3b17.6x16.4x0.3x
Sun, 23 Nov 2025US$52.7bUS$204.1bUS$3.3b17.4x16x0.3x
Tue, 21 Oct 2025US$58.2bUS$201.8bUS$3.3b18.2x17.7x0.3x
Thu, 18 Sep 2025US$59.8bUS$200.8bUS$3.2b18x18.4x0.3x
Sat, 16 Aug 2025US$59.8bUS$200.8bUS$3.2b17.1x18.4x0.3x
Mon, 14 Jul 2025US$61.5bUS$198.1bUS$3.3b17.4x18.6x0.3x
Wed, 11 Jun 2025US$59.1bUS$197.1bUS$3.3b17.2x18.2x0.3x
Fri, 09 May 2025US$56.9bUS$196.2bUS$3.2b15.2x17.7x0.3x
Sun, 06 Apr 2025US$48.5bUS$196.5bUS$3.3b14.6x14.8x0.2x
Tue, 04 Mar 2025US$60.6bUS$195.5bUS$3.3b16.3x18.2x0.3x
Thu, 30 Jan 2025US$66.0bUS$196.2bUS$3.5b18.7x18.7x0.3x
Sat, 28 Dec 2024US$60.5bUS$195.3bUS$3.6b15.9x17x0.3x
Mon, 25 Nov 2024US$61.4bUS$195.3bUS$3.5b16x17.3x0.3x
Wed, 23 Oct 2024US$65.4bUS$149.9bUS$3.5b21.3x18.8x0.4x
Fri, 20 Sep 2024US$64.2bUS$149.2bUS$3.4b22.7x18.7x0.4x
Sun, 18 Aug 2024US$64.3bUS$149.4bUS$3.4b21.1x18.7x0.4x
Tue, 16 Jul 2024US$63.9bUS$152.4bUS$3.6b20.7x17.7x0.4x
Thu, 13 Jun 2024US$65.0bUS$152.5bUS$3.6b17.7x18x0.4x
Sat, 11 May 2024US$64.1bUS$152.5bUS$3.6b16.6x17.7x0.4x
Mon, 08 Apr 2024US$67.5bUS$155.6bUS$3.9b16x17.2x0.4x
Wed, 06 Mar 2024US$65.2bUS$156.7bUS$3.9b14.9x16.6x0.4x
Fri, 02 Feb 2024US$61.8bUS$159.3bUS$4.0b14.3x15.3x0.4x
Sun, 31 Dec 2023US$62.9bUS$161.7bUS$4.2b12.5x15x0.4x
Tue, 28 Nov 2023US$58.5bUS$161.7bUS$4.2b11.4x13.9x0.4x
Thu, 26 Oct 2023US$54.8bUS$164.4bUS$4.3b11.5x12.7x0.3x
Sat, 23 Sep 2023US$58.6bUS$165.8bUS$4.3b11.6x13.6x0.4x
Mon, 21 Aug 2023US$57.6bUS$165.8bUS$4.3b12.3x13.3x0.3x
Price to Earnings Ratio

13.3x


Total Market Cap: US$57.6bTotal Earnings: US$4.3bTotal Revenue: US$165.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Technology Distributors Industry Price to Earnings3Y Average 16.9x202420252026
Current Industry PE
  • Investors are optimistic on the American Technology Distributors industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 18.7x which is higher than its 3-year average PE of 16.9x.
  • 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 2.1% per year over the last three years.
  • Meanwhile revenues for these companies have grown 13% 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 Market1.74%
Tech2.30%
Electronic Equipment and Components-0.28%
Technology Distributors-1.58%
Electronic Manufacturing Services2.08%
Electronic Equipment and Instruments0.29%
Electronic Components-1.36%
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
NSIT Insight EnterprisesUS$156.605.0%
+US$217.5m		18.1%PE21.8x
CLMB Climb Global SolutionsUS$28.493.7%
+US$18.8m		-7.8%PE25.9x
CDW CDWUS$142.050.06%
+US$10.0m		-14.5%PE16.4x
AMCI AMC RoboticsUS$4.814.6%
+US$4.7m		-59.9%PS20.2x
LHSW Lianhe Sowell International GroupUS$2.883.2%
+US$309.4k		-92.1%PE8.7x

Latest News

AVT
US$95.99
Avnet
7D
-0.8%
1Y
77.4%
ADIG
US$25.82
ADI Global Distribution
7D
-1.8%
1Y
n/a
ARW
US$209.19
Arrow Electronics
7D
-5.9%
1Y
66.2%
NSIT
US$156.60
Insight Enterprises
7D
5.0%
1Y
18.1%
CDW
US$142.05
CDW
7D
0.06%
1Y
-14.5%
INGM
US$28.33
Ingram Micro Holding
7D
-0.8%
1Y
45.4%
Narrative Update • Aug 07

INGM: Enterprise Server And AI Infrastructure Demand Will Drive Future Upside Potential

Analysts have nudged the fair value estimate for Ingram Micro Holding higher to $33.17 from $31.85, as recent price target increases to as much as $33 reflect views that stronger Q2 revenue, resilient enterprise server demand and continued GPU distribution interest support a modestly higher valuation multiple despite slightly softer modeled growth and margins. Analyst Commentary Recent research on Ingram Micro Holding points to a more balanced stance, with several firms adjusting price targets higher while still emphasizing execution risks and the need for proof that current demand trends can persist.
SNX
US$254.58
TD SYNNEX
7D
-1.8%
1Y
68.7%
SCSC
US$52.33
ScanSource
7D
-8.1%
1Y
19.2%
PLUS
US$88.72
ePlus
7D
-1.8%
1Y
20.4%
CNXN
US$80.97
PC Connection
7D
-6.5%
1Y
28.8%
CLMB
US$28.49
Climb Global Solutions
7D
3.7%
1Y
-7.8%
Seeking Alpha • Aug 02

Climb Global Solutions: Focus Shifts From Earnings To AI (Rating Downgrade)

Summary Climb Global Solutions, Inc. reported mixed Q2 results. Topline growth has remained good, driven by CLMB's growth with existing and new software vendors. Profitability declined in Q2 due to increased SG&A. AI could threaten CLMB's software vendors, ultimately causing significant uncertainty in CLMB's long-term outlook. I estimate CLMB stock to have 28% upside to $34.4, but such upside is uncertain. Read the full article on Seeking Alpha
LHSW
US$2.88
Lianhe Sowell International Group
7D
3.2%
1Y
-92.1%
AMCI
US$4.81
AMC Robotics
7D
4.6%
1Y
-59.9%