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U.S. Electronic Equipment and Components Industry Analysis

UpdatedMay 07, 2026
DataAggregated Company Financials
Companies184
  • 7D6.5%
  • 3M29.9%
  • 1Y101.8%
  • YTD33.3%

In the last week, the Electronic Equipment and Components industry is up 6.5%, with Corning leading the way, up 11%. In the same time, Amphenol was down 7.2%. This takes the industry's 12 month performance to a gain of 102%. Earnings are forecast to grow by 23% annually.

Industry Valuation and Performance

Has the U.S. Electronic Equipment and Components Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 08 May 2026US$850.5bUS$422.5bUS$16.9b27.7x50.3x2x
Sun, 05 Apr 2026US$743.0bUS$411.1bUS$15.4b29.4x48.1x1.8x
Tue, 03 Mar 2026US$782.1bUS$405.2bUS$15.2b27.2x51.5x1.9x
Thu, 29 Jan 2026US$727.0bUS$401.0bUS$16.8b28x43.4x1.8x
Sat, 27 Dec 2025US$673.5bUS$397.3bUS$16.2b24.8x41.6x1.7x
Mon, 24 Nov 2025US$614.9bUS$395.9bUS$16.0b23.4x38.4x1.6x
Wed, 22 Oct 2025US$642.0bUS$388.4bUS$13.7b26.3x46.8x1.7x
Fri, 19 Sep 2025US$611.6bUS$386.6bUS$13.5b24.5x45.3x1.6x
Sun, 17 Aug 2025US$573.7bUS$386.2bUS$13.7b22.7x42x1.5x
Tue, 15 Jul 2025US$542.1bUS$377.6bUS$13.6b24.2x39.8x1.4x
Thu, 12 Jun 2025US$501.2bUS$375.7bUS$13.4b22.1x37.5x1.3x
Sat, 10 May 2025US$452.4bUS$375.4bUS$13.3b20.8x33.9x1.2x
Mon, 07 Apr 2025US$365.3bUS$371.4bUS$13.9b18.4x26.2x1x
Wed, 05 Mar 2025US$439.6bUS$370.8bUS$14.8b21x29.7x1.2x
Fri, 31 Jan 2025US$475.3bUS$370.8bUS$14.8b25x32.1x1.3x
Sun, 29 Dec 2024US$465.9bUS$368.2bUS$15.5b25.6x30.1x1.3x
Tue, 26 Nov 2024US$479.5bUS$369.5bUS$15.5b25.3x30.9x1.3x
Thu, 24 Oct 2024US$452.6bUS$324.0bUS$16.0b23.5x28.3x1.4x
Sat, 21 Sep 2024US$445.5bUS$323.9bUS$15.8b23.1x28.2x1.4x
Mon, 19 Aug 2024US$431.4bUS$324.2bUS$15.8b22.1x27.3x1.3x
Wed, 17 Jul 2024US$454.3bUS$329.1bUS$15.0b22.6x30.2x1.4x
Fri, 14 Jun 2024US$437.8bUS$331.2bUS$15.2b21.4x28.8x1.3x
Sun, 12 May 2024US$423.5bUS$331.4bUS$15.4b20.8x27.4x1.3x
Tue, 09 Apr 2024US$419.2bUS$338.6bUS$15.7b18.7x26.7x1.2x
Thu, 07 Mar 2024US$415.2bUS$341.3bUS$15.0b19.3x27.7x1.2x
Sat, 03 Feb 2024US$405.4bUS$349.3bUS$15.0b20x27.1x1.2x
Mon, 01 Jan 2024US$407.2bUS$352.2bUS$13.7b20.9x29.7x1.2x
Wed, 29 Nov 2023US$370.1bUS$353.4bUS$13.8b17.2x26.8x1x
Fri, 27 Oct 2023US$340.5bUS$357.6bUS$14.4b16.7x23.6x1x
Sun, 24 Sep 2023US$365.6bUS$360.4bUS$14.6b15.8x25x1x
Tue, 22 Aug 2023US$373.5bUS$360.2bUS$14.6b16.6x25.6x1x
Thu, 20 Jul 2023US$402.0bUS$361.5bUS$15.1b17.1x26.7x1.1x
Sat, 17 Jun 2023US$390.1bUS$362.8bUS$15.1b16.3x25.8x1.1x
Mon, 15 May 2023US$347.1bUS$361.5bUS$14.9b16.5x23.3x1x
Price to Earnings Ratio

23.3x


Total Market Cap: US$347.1bTotal Earnings: US$14.9bTotal Revenue: US$361.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electronic Equipment and Components Industry Price to Earnings3Y Average 33x202420252026
Current Industry PE
  • Investors are optimistic on the American Electronic industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 50.3x which is higher than its 3-year average PE of 33.0x.
  • The 3-year average PS ratio of 1.3x is lower than the industry's current PS ratio of 2.0x.
Past Earnings Growth
  • The earnings for companies in the Electronic industry have grown 4.4% per year over the last three years.
  • Revenues for these companies have grown 5.3% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the U.S. Tech industry?

US Market3.19%
Tech6.57%
Electronic Equipment and Components6.51%
Electronic Manufacturing Services13.90%
Electronic Equipment and Instruments6.04%
Electronic Components5.56%
Technology Distributors-5.52%
Industry PE
  • Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 54.4x.
    • Analysts are expecting annual earnings growth of 22.4%, which is higher than its past year's earnings growth of 5.6% per year.
  • Investors are most pessimistic about the Technology Distributors industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 16.4x.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Components industry, expecting annual earnings growth of 24% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the Technology Distributors industry is expected to see its earnings grow by 15% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
GLW CorningUS$182.4011.1%
+US$15.9b		304.9%PE86.7x
FLEX FlexUS$133.0545.3%
+US$15.3b		245.4%PE57.4x
CGNX CognexUS$65.9118.7%
+US$1.7b		124.0%PE77x
JBL JabilUS$349.603.6%
+US$1.3b		126.4%PE45.6x
SANM SanminaUS$237.098.8%
+US$1.0b		194.4%PE48.9x

Latest News

VSH
US$32.59
Vishay Intertechnology
7D
12.5%
1Y
153.4%
IPGP
US$101.63
IPG Photonics
7D
-14.5%
1Y
73.0%
LFUS
US$441.58
Littelfuse
7D
9.3%
1Y
124.4%
GLW
US$182.40
Corning
7D
11.1%
1Y
304.9%
APH
US$136.62
Amphenol
7D
-7.2%
1Y
69.5%
FLEX
US$133.05
Flex
7D
45.3%
1Y
245.4%
SANM
US$237.09
Sanmina
7D
8.8%
1Y
194.4%
CDW
US$110.25
CDW
7D
-19.5%
1Y
-38.8%
CGNX
US$65.91
Cognex
7D
18.7%
1Y
124.0%
VNT
US$30.67
Vontier
7D
-14.5%
1Y
-12.1%
INGM
US$26.87
Ingram Micro Holding
7D
-12.7%
1Y
36.5%
FN
US$626.12
Fabrinet
7D
-8.4%
1Y
200.9%
OSIS
US$241.11
OSI Systems
7D
-16.0%
1Y
8.5%
AEIS
US$351.94
Advanced Energy Industries
7D
-8.3%
1Y
218.3%
KEYS
US$355.06
Keysight Technologies
7D
1.5%
1Y
133.2%
JBL
US$349.60
Jabil
7D
3.6%
1Y
126.4%