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U.S. Technology Distributors Industry Analysis

UpdatedMar 12, 2026
DataAggregated Company Financials
Companies30
  • 7D-4.4%
  • 3M-4.8%
  • 1Y-3.1%
  • YTDn/a

Over the last 7 days, the Technology Distributors industry has dropped 4.4%, driven by declines in Ingram Micro Holding and CDW of 14% and 4.8%, respectively. On the other hand AMC Robotics is actually up 41%. The industry has fallen 3.1% in the last year. Looking forward, earnings are forecast to grow by 14% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 12 Mar 2026US$53.3bUS$209.8bUS$3.5b15.8x15.2x0.3x
Sat, 07 Feb 2026US$57.7bUS$208.2bUS$3.5b17.5x16.7x0.3x
Mon, 05 Jan 2026US$53.0bUS$204.1bUS$3.3b17.2x16.1x0.3x
Wed, 03 Dec 2025US$54.4bUS$204.1bUS$3.3b17.5x16.5x0.3x
Fri, 31 Oct 2025US$57.4bUS$202.1bUS$3.3b19.1x17.6x0.3x
Sun, 28 Sep 2025US$59.7bUS$201.8bUS$3.3b17.7x18.1x0.3x
Tue, 26 Aug 2025US$60.1bUS$200.8bUS$3.2b17.2x18.5x0.3x
Thu, 24 Jul 2025US$61.8bUS$198.1bUS$3.3b17.7x18.7x0.3x
Sat, 21 Jun 2025US$57.8bUS$197.1bUS$3.3b17x17.8x0.3x
Mon, 19 May 2025US$60.7bUS$197.1bUS$3.2b16.9x18.7x0.3x
Wed, 16 Apr 2025US$50.9bUS$196.5bUS$3.3b14.7x15.5x0.3x
Fri, 14 Mar 2025US$56.8bUS$195.9bUS$3.3b16.3x17.3x0.3x
Sun, 09 Feb 2025US$64.1bUS$195.5bUS$3.3b18.4x19.2x0.3x
Tue, 07 Jan 2025US$59.3bUS$195.3bUS$3.6b16x16.7x0.3x
Thu, 05 Dec 2024US$62.6bUS$195.3bUS$3.6b16.9x17.6x0.3x
Sat, 02 Nov 2024US$63.3bUS$195.6bUS$3.6b17.4x17.8x0.3x
Mon, 30 Sep 2024US$65.8bUS$149.9bUS$3.5b22.5x18.9x0.4x
Wed, 28 Aug 2024US$66.4bUS$149.4bUS$3.4b22.1x19.3x0.4x
Fri, 26 Jul 2024US$64.9bUS$152.4bUS$3.6b21.6x17.9x0.4x
Sun, 23 Jun 2024US$66.3bUS$152.5bUS$3.6b20.8x18.4x0.4x
Tue, 21 May 2024US$65.2bUS$152.5bUS$3.6b17.4x18x0.4x
Thu, 18 Apr 2024US$63.7bUS$155.6bUS$3.9b15.9x16.2x0.4x
Sat, 16 Mar 2024US$64.8bUS$156.7bUS$3.9b14.8x16.5x0.4x
Mon, 12 Feb 2024US$63.7bUS$157.0bUS$3.9b14.1x16.3x0.4x
Wed, 10 Jan 2024US$60.5bUS$159.9bUS$4.2b12x14.5x0.4x
Fri, 08 Dec 2023US$58.1bUS$161.7bUS$4.2b11.6x13.8x0.4x
Sun, 05 Nov 2023US$57.2bUS$161.7bUS$4.2b11.1x13.6x0.4x
Tue, 03 Oct 2023US$57.5bUS$164.4bUS$4.3b11.5x13.3x0.3x
Thu, 31 Aug 2023US$60.0bUS$165.8bUS$4.3b11.7x13.9x0.4x
Sat, 29 Jul 2023US$56.3bUS$167.5bUS$4.6b12.5x12.3x0.3x
Mon, 26 Jun 2023US$53.9bUS$168.7bUS$4.6b12.1x11.7x0.3x
Wed, 24 May 2023US$50.7bUS$168.7bUS$4.6b11.3x11.1x0.3x
Fri, 21 Apr 2023US$49.5bUS$170.2bUS$4.7b10x10.5x0.3x
Sun, 19 Mar 2023US$53.4bUS$170.0bUS$4.7b9.9x11.4x0.3x
Price to Earnings Ratio

11.4x


Total Market Cap: US$53.4bTotal 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 16.1x202420252026
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 16.1x.
  • 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 9.2% per year over the last three years.
  • Meanwhile revenues for these companies have grown 7.3% 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-1.47%
Tech0.73%
Electronic Equipment and Components-3.98%
Technology Distributors-4.35%
Electronic Manufacturing Services-3.17%
Electronic Components-4.10%
Electronic Equipment and Instruments-4.36%
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
AMCI AMC RoboticsUS$9.4540.8%
+US$61.9m		-18.3%PE131.3x
LHSW Lianhe Sowell International GroupUS$0.1912.2%
+US$1.0m		n/aPE3.1x

Latest News

AVT
US$61.08
Avnet
7D
-3.5%
1Y
30.2%

AVT: Raised Outlook Will Depend On Uncertain Execution And Margin Delivery

The analyst price target for Avnet has been raised from $43 to $48, reflecting updated assumptions on revenue growth, profit margins, and a lower future P/E multiple based on recent research from major firms. Analyst Commentary Recent research updates on Avnet highlight a split between higher price targets and a cautious tone on what the company needs to deliver to justify those assumptions.
CDW
US$118.91
CDW
7D
-4.8%
1Y
-28.7%
NSIT
US$82.90
Insight Enterprises
7D
-4.9%
1Y
-45.4%
INGM
US$22.50
Ingram Micro Holding
7D
-14.4%
1Y
18.6%
ARW
US$142.10
Arrow Electronics
7D
-0.9%
1Y
38.5%

ARW: Expanded Partner Deal Will Support Higher Margins And Future Upside

Narrative Update on Arrow Electronics The analyst price target for Arrow Electronics has moved from $124.00 to $165.00, with analysts citing updates to fair value assumptions, discount rate, revenue growth, profit margin, and future P/E expectations as key drivers of the change. What’s in the News Citrix expanded its agreement with Arrow Electronics to include all Citrix Service Provider business across North America and Europe from March 1, 2026.
SNX
US$158.05
TD SYNNEX
7D
-1.4%
1Y
23.7%

SNX: Future Returns Will Be Driven By Hyve And Higher Value Segments

Narrative Update: TD SYNNEX Analyst Price Target Shift The consolidated analyst price target for TD SYNNEX edges slightly higher to about $180, with recent updates clustering between $163 and $193 as analysts balance expectations for FY26 billings growth with concerns around hardware budgets and the company’s mix of higher value segments. Analyst Commentary Recent Street research on TD SYNNEX reflects a mix of optimism around growth and execution alongside ongoing questions about hardware demand and valuation risk.
PLUS
US$76.23
ePlus
7D
-5.4%
1Y
20.4%

PLUS: Raised Guidance And Buybacks Will Support Future Earnings Upside

Analysts have maintained their fair value estimate for ePlus at $126.00, making only marginal adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions. This indicates that their overall view on the stock’s potential remains broadly unchanged.
LHSW
US$0.19
Lianhe Sowell International Group
7D
12.2%
1Y
n/a
CNXN
US$60.22
PC Connection
7D
-2.9%
1Y
-1.4%
AMCI
US$9.45
AMC Robotics
7D
40.8%
1Y
-18.3%