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U.S. Technology Distributors Industry Analysis

UpdatedFeb 18, 2026
DataAggregated Company Financials
Companies31
  • 7D-6.6%
  • 3M6.9%
  • 1Y-11.5%
  • YTDn/a

Over the last 7 days, the Technology Distributors industry has dropped 5.9%, driven by a pullback from CDW of 12%. In contrast, Lianhe Sowell International Group has gained 42%. Overall the industry is down 9.4% in 12 months. 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
Wed, 18 Feb 2026US$56.6bUS$208.2bUS$3.5b16x16.3x0.3x
Fri, 16 Jan 2026US$52.7bUS$205.7bUS$3.4b17.3x15.7x0.3x
Sun, 14 Dec 2025US$55.4bUS$204.1bUS$3.3b17.9x16.8x0.3x
Tue, 11 Nov 2025US$54.4bUS$204.1bUS$3.3b17.5x16.5x0.3x
Thu, 09 Oct 2025US$57.7bUS$201.8bUS$3.3b17.6x17.6x0.3x
Sat, 06 Sep 2025US$59.6bUS$200.8bUS$3.2b17.5x18.4x0.3x
Mon, 04 Aug 2025US$57.7bUS$198.8bUS$3.3b16.4x17.3x0.3x
Wed, 02 Jul 2025US$60.1bUS$198.1bUS$3.3b17.4x18.2x0.3x
Fri, 30 May 2025US$59.2bUS$197.1bUS$3.3b16.7x18.2x0.3x
Sun, 27 Apr 2025US$54.1bUS$196.5bUS$3.3b14.7x16.5x0.3x
Tue, 25 Mar 2025US$57.5bUS$195.9bUS$3.3b16.3x17.5x0.3x
Thu, 20 Feb 2025US$64.1bUS$195.5bUS$3.3b18.9x19.2x0.3x
Sat, 18 Jan 2025US$64.2bUS$196.8bUS$3.6b18.5x18x0.3x
Mon, 16 Dec 2024US$61.4bUS$195.3bUS$3.6b16.6x17.3x0.3x
Wed, 13 Nov 2024US$65.9bUS$195.5bUS$3.6b16.9x18.5x0.3x
Fri, 11 Oct 2024US$66.4bUS$149.9bUS$3.5b21.6x19.1x0.4x
Sun, 08 Sep 2024US$61.6bUS$149.2bUS$3.4b20.9x17.9x0.4x
Tue, 06 Aug 2024US$60.9bUS$150.4bUS$3.5b19.2x17.3x0.4x
Thu, 04 Jul 2024US$61.9bUS$152.4bUS$3.6b20.4x17.1x0.4x
Sat, 01 Jun 2024US$65.0bUS$152.5bUS$3.6b17.8x18x0.4x
Mon, 29 Apr 2024US$65.6bUS$155.6bUS$3.9b16.4x16.7x0.4x
Wed, 27 Mar 2024US$66.1bUS$155.6bUS$3.9b15.7x16.8x0.4x
Fri, 23 Feb 2024US$63.2bUS$156.7bUS$3.9b12.8x16.1x0.4x
Sun, 21 Jan 2024US$61.6bUS$159.9bUS$4.2b14.4x14.8x0.4x
Tue, 19 Dec 2023US$62.3bUS$161.7bUS$4.2b12.2x14.8x0.4x
Thu, 16 Nov 2023US$58.9bUS$161.7bUS$4.2b11.1x14x0.4x
Sat, 14 Oct 2023US$57.4bUS$164.4bUS$4.3b11.9x13.3x0.3x
Mon, 11 Sep 2023US$59.4bUS$165.8bUS$4.3b11.1x13.7x0.4x
Wed, 09 Aug 2023US$57.8bUS$165.6bUS$4.4b12.7x13.1x0.3x
Fri, 07 Jul 2023US$54.9bUS$167.5bUS$4.6b12.5x12x0.3x
Sun, 04 Jun 2023US$52.4bUS$168.7bUS$4.6b11.5x11.4x0.3x
Tue, 02 May 2023US$49.8bUS$170.2bUS$4.7b9.6x10.6x0.3x
Thu, 30 Mar 2023US$54.1bUS$170.0bUS$4.7b11.3x11.5x0.3x
Sat, 25 Feb 2023US$56.1bUS$170.0bUS$4.7b10.5x12x0.3x
Price to Earnings Ratio

12x


Total Market Cap: US$56.1bTotal 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-1.58%
Tech-2.59%
Electronic Equipment and Components1.16%
Technology Distributors-6.60%
Electronic Manufacturing Services2.62%
Electronic Components1.67%
Electronic Equipment and Instruments1.42%
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
LHSW Lianhe Sowell International GroupUS$0.2642.2%
+US$4.0m		n/aPE4.3x
AMCI AMC RoboticsUS$6.212.4%
+US$3.3m		-45.7%PE86.3x
CLMB Climb Global SolutionsUS$117.430.07%
+US$363.0k		-7.2%PE25.4x

Latest News

PLUS
US$82.42
ePlus
7D
-4.6%
1Y
18.2%
NSIT
US$82.97
Insight Enterprises
7D
-12.0%
1Y
-50.6%

NSIT: Solutions Shift And AI Push Will Support Future Rerating

Our analyst price target for Insight Enterprises has been revised from $121.25 to $103.75, reflecting updated assumptions on growth, margins and future P/E in line with recent Street research that emphasizes the company's transition year and the need for clearer visibility into a growth inflection. Analyst Commentary Recent Street research frames Insight Enterprises as a company in a transition year, with analysts balancing long term potential against near term execution risks and valuation questions.
ARW
US$152.79
Arrow Electronics
7D
-2.1%
1Y
37.8%
CLMB
US$117.43
Climb Global Solutions
7D
0.07%
1Y
-7.2%
LHSW
US$0.26
Lianhe Sowell International Group
7D
42.2%
1Y
n/a
AVT
US$65.05
Avnet
7D
-1.1%
1Y
24.5%

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$159.86
TD SYNNEX
7D
-7.2%
1Y
10.5%
CNXN
US$62.35
PC Connection
7D
-4.4%
1Y
-5.1%
CDW
US$125.15
CDW
7D
-12.4%
1Y
-35.0%

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.
AMCI
US$6.21
AMC Robotics
7D
2.4%
1Y
-45.7%
INGM
US$21.41
Ingram Micro Holding
7D
-1.2%
1Y
-9.7%

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