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U.S. Technology Distributors Industry Analysis

UpdatedFeb 16, 2026
DataAggregated Company Financials
Companies31
  • 7D-5.8%
  • 3M8.3%
  • 1Y-9.4%
  • YTDn/a

Over the last 7 days, the Technology Distributors industry has dropped 5.8%, driven by CDW declining 11%. On the other hand Richardson Electronics is actually up 21%. Overall the industry is down 9.4% in 12 months. Looking forward, earnings are forecast to grow by 16% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 16 Feb 2026US$56.7bUS$208.2bUS$3.5b16.3x16.4x0.3x
Wed, 14 Jan 2026US$53.0bUS$205.7bUS$3.4b16.9x15.8x0.3x
Fri, 12 Dec 2025US$56.6bUS$204.1bUS$3.3b18.3x17.2x0.3x
Sun, 09 Nov 2025US$54.3bUS$204.1bUS$3.3b17.5x16.5x0.3x
Tue, 07 Oct 2025US$58.9bUS$201.8bUS$3.3b17.6x18x0.3x
Thu, 04 Sep 2025US$58.4bUS$200.8bUS$3.2b17x18x0.3x
Sat, 02 Aug 2025US$59.1bUS$198.8bUS$3.3b16.4x17.7x0.3x
Mon, 30 Jun 2025US$60.1bUS$198.1bUS$3.3b17.4x18.2x0.3x
Wed, 28 May 2025US$58.5bUS$197.1bUS$3.3b16.8x18x0.3x
Fri, 25 Apr 2025US$52.6bUS$196.5bUS$3.3b15.3x16.1x0.3x
Sun, 23 Mar 2025US$56.9bUS$195.9bUS$3.3b16.1x17.3x0.3x
Tue, 18 Feb 2025US$64.1bUS$195.5bUS$3.3b18.9x19.2x0.3x
Thu, 16 Jan 2025US$63.0bUS$196.8bUS$3.6b18.4x17.6x0.3x
Sat, 14 Dec 2024US$62.2bUS$195.3bUS$3.6b16.6x17.5x0.3x
Mon, 11 Nov 2024US$66.5bUS$195.5bUS$3.6b17.3x18.7x0.3x
Wed, 09 Oct 2024US$65.0bUS$149.9bUS$3.5b22.8x18.7x0.4x
Fri, 06 Sep 2024US$62.8bUS$149.2bUS$3.4b21.3x18.3x0.4x
Sun, 04 Aug 2024US$60.9bUS$150.4bUS$3.5b19.4x17.3x0.4x
Tue, 02 Jul 2024US$62.9bUS$152.4bUS$3.6b20.4x17.4x0.4x
Thu, 30 May 2024US$65.6bUS$152.5bUS$3.6b17.6x18.2x0.4x
Sat, 27 Apr 2024US$65.6bUS$155.6bUS$3.9b16.4x16.7x0.4x
Mon, 25 Mar 2024US$66.3bUS$156.7bUS$3.9b15.1x16.9x0.4x
Wed, 21 Feb 2024US$63.3bUS$156.7bUS$3.9b12.9x16.1x0.4x
Fri, 19 Jan 2024US$61.5bUS$159.9bUS$4.2b14.7x14.8x0.4x
Sun, 17 Dec 2023US$62.3bUS$161.7bUS$4.2b12.4x14.8x0.4x
Tue, 14 Nov 2023US$56.9bUS$161.7bUS$4.2b11.2x13.5x0.4x
Thu, 12 Oct 2023US$58.9bUS$164.4bUS$4.3b11.8x13.7x0.4x
Sat, 09 Sep 2023US$59.6bUS$165.8bUS$4.3b11.1x13.8x0.4x
Mon, 07 Aug 2023US$56.7bUS$165.5bUS$4.4b12.7x12.9x0.3x
Wed, 05 Jul 2023US$55.3bUS$167.5bUS$4.6b12.6x12.1x0.3x
Fri, 02 Jun 2023US$51.5bUS$168.7bUS$4.6b11.1x11.2x0.3x
Sun, 30 Apr 2023US$49.6bUS$170.2bUS$4.7b9.4x10.5x0.3x
Tue, 28 Mar 2023US$54.4bUS$170.3bUS$4.7b12.3x11.6x0.3x
Thu, 23 Feb 2023US$56.5bUS$170.0bUS$4.7b10.6x12.1x0.3x
Price to Earnings Ratio

12.1x


Total Market Cap: US$56.5bTotal 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 Market-1.34%
Tech-1.56%
Electronic Equipment and Components4.03%
Technology Distributors-5.78%
Electronic Components6.27%
Electronic Manufacturing Services3.56%
Electronic Equipment and Instruments3.44%
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
INGM Ingram Micro HoldingUS$21.570.7%
+US$35.3m		-8.8%PE17.5x
RELL Richardson ElectronicsUS$13.8016.2%
+US$27.9m		3.5%PE248.6x
AMCI AMC RoboticsUS$6.252.9%
+US$4.0m		-45.4%PE86.9x
CLMB Climb Global SolutionsUS$121.050.7%
+US$3.9m		-6.4%PE26.2x

Latest News

NSIT
US$85.11
Insight Enterprises
7D
-7.8%
1Y
-48.6%
SCSC
US$35.72
ScanSource
7D
-4.9%
1Y
-4.5%
ARW
US$156.19
Arrow Electronics
7D
-1.2%
1Y
43.1%
RELL
US$13.80
Richardson Electronics
7D
16.2%
1Y
3.5%
CLMB
US$121.05
Climb Global Solutions
7D
0.7%
1Y
-6.4%
AVT
US$65.79
Avnet
7D
-0.8%
1Y
28.5%

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$161.54
TD SYNNEX
7D
-6.2%
1Y
11.9%
CNXN
US$63.82
PC Connection
7D
-4.2%
1Y
-2.8%
CDW
US$126.86
CDW
7D
-11.6%
1Y
-33.0%

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$83.88
ePlus
7D
-4.0%
1Y
19.3%
AMCI
US$6.25
AMC Robotics
7D
2.9%
1Y
-45.4%
INGM
US$21.57
Ingram Micro Holding
7D
0.7%
1Y
-8.8%

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