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U.S. Technology Distributors Industry Analysis

UpdatedAug 23, 2026
DataAggregated Company Financials
Companies31
  • 7D-2.9%
  • 3M10.0%
  • 1Y24.0%
  • YTDn/a

Over the last 7 days, the Technology Distributors industry has dropped 2.9%, driven by pullbacks in TD SYNNEX and Avnet of 3.3% and 7.4%, respectively. Meanwhile, AMC Robotics actually outperformed within the industry, gaining 37% in the last week. This takes the industry's 12 month performance to a gain of 24%. 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
Mon, 24 Aug 2026US$74.4bUS$236.8bUS$4.4b18.2x17.1x0.3x
Wed, 22 Jul 2026US$70.1bUS$223.9bUS$4.0b17.7x17.6x0.3x
Fri, 19 Jun 2026US$74.0bUS$219.3bUS$3.8b18.2x19.3x0.3x
Sun, 17 May 2026US$63.6bUS$219.2bUS$3.9b14.9x16.5x0.3x
Tue, 14 Apr 2026US$60.0bUS$212.4bUS$3.7b16.4x16.4x0.3x
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
Price to Earnings Ratio

13.9x


Total Market Cap: US$60.0bTotal 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 17x202420252026
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 17.0x.
  • 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 remained mostly flat 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 and as a result, profits have held steady.

Industry Comparison

How does U.S. Technology Distributors compare with similar industries?

US Market-1.49%
Tech-3.51%
Electronic Equipment and Components-8.84%
Technology Distributors-2.87%
Electronic Components-8.31%
Electronic Equipment and Instruments-8.78%
Electronic Manufacturing Services-12.15%
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$6.5036.6%
+US$39.3m		-45.7%PS29.9x
SCSC ScanSourceUS$54.352.2%
+US$13.7m		21.8%PE13.9x
CGTL Creative Global Technology HoldingsUS$4.727.0%
+US$531.6k		-53.2%PS0.4x

Latest News

RELL
US$17.21
Richardson Electronics
7D
-15.4%
1Y
71.6%
SCSC
US$54.35
ScanSource
7D
2.2%
1Y
21.8%
CNXN
US$77.93
PC Connection
7D
-3.9%
1Y
20.4%
ARW
US$210.85
Arrow Electronics
7D
-1.5%
1Y
62.1%
Narrative Update • Aug 21

ARW: Broad-Based Demand And Buybacks Will Drive Future Upside Potential

Analysts have adjusted their price target for Arrow Electronics from $227 to $235, citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E. What’s in the News for Arrow Electronics Arrow Electronics reported second quarter revenue of about US$10b with a 32% year over year increase and non GAAP EPS of US$5.45, which the company said was helped by expense management and operating leverage.
CDW
US$137.25
CDW
7D
-1.6%
1Y
-17.8%
INGM
US$27.50
Ingram Micro Holding
7D
-3.7%
1Y
36.5%
Narrative Update • Aug 21

INGM: Enterprise And GPU Demand Will Support A Stronger Outlook

Ingram Micro Holding's analyst fair value estimate has shifted from $31.31 to $37.00, as analysts factor in stronger recent results, a firmer global IT spending backdrop, and ongoing enterprise and GPU-related demand highlighted in recent Street research price target revisions. Analyst Commentary Recent Street research around Ingram Micro Holding points to a more constructive tone, with several price target increases and rating changes that align with the higher fair value estimate.
SNX
US$250.14
TD SYNNEX
7D
-3.3%
1Y
67.0%
AVT
US$88.64
Avnet
7D
-7.4%
1Y
59.3%
Narrative Update • Aug 20

AVT: Physical AI And Beat And Raise Cycle Will Test Discipline

Analysts have lifted their fair value estimate for Avnet by $10 to $80, supported by higher expectations for its Analog and Mixed Signal exposure and a modestly higher future P/E assumption. What’s in the News for Avnet Avnet and Weston Robot announced a collaboration on an AI powered autonomous inspection platform aimed at bringing Physical AI into industrial operations.
AMCI
US$6.50
AMC Robotics
7D
36.6%
1Y
-45.7%
CGTL
US$4.72
Creative Global Technology Holdings
7D
7.0%
1Y
-53.2%
NSIT
US$147.39
Insight Enterprises
7D
-4.5%
1Y
10.1%