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U.S. Electronic Equipment and Components Industry Analysis

UpdatedOct 20, 2025
DataAggregated Company Financials
Companies179
  • 7D1.7%
  • 3M14.8%
  • 1Y38.6%
  • YTD37.9%

In the last week, the Electronic Equipment and Components industry is up 1.7%, with Amphenol up 1.4%. This means that the industry has gained 39% over the past year. Earnings are forecast to grow by 21% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 20 Oct 2025US$632.3bUS$388.4bUS$13.7b26.2x46.1x1.6x
Wed, 17 Sep 2025US$616.1bUS$386.6bUS$13.5b24.1x45.6x1.6x
Fri, 15 Aug 2025US$589.7bUS$386.2bUS$13.6b23.5x43.4x1.5x
Sun, 13 Jul 2025US$542.0bUS$377.6bUS$13.6b24.3x39.8x1.4x
Tue, 10 Jun 2025US$497.6bUS$375.7bUS$13.4b22.1x37.2x1.3x
Thu, 08 May 2025US$439.8bUS$374.2bUS$13.3b20.2x33.1x1.2x
Sat, 05 Apr 2025US$388.1bUS$371.4bUS$13.9b18.4x27.9x1x
Mon, 03 Mar 2025US$455.9bUS$370.8bUS$14.8b22.1x30.8x1.2x
Wed, 29 Jan 2025US$472.9bUS$370.8bUS$14.4b25.5x32.9x1.3x
Fri, 27 Dec 2024US$470.0bUS$368.2bUS$15.5b26.1x30.3x1.3x
Sun, 24 Nov 2024US$479.5bUS$369.5bUS$15.5b24.5x30.9x1.3x
Tue, 22 Oct 2024US$459.2bUS$323.1bUS$15.9b23.7x28.9x1.4x
Thu, 19 Sep 2024US$434.3bUS$323.9bUS$15.8b22.5x27.5x1.3x
Sat, 17 Aug 2024US$430.0bUS$324.2bUS$15.8b22.1x27.2x1.3x
Mon, 15 Jul 2024US$450.9bUS$329.1bUS$15.0b22.2x30x1.4x
Wed, 12 Jun 2024US$430.3bUS$331.2bUS$15.2b20.6x28.3x1.3x
Fri, 10 May 2024US$421.9bUS$331.4bUS$15.3b20.7x27.6x1.3x
Sun, 07 Apr 2024US$419.2bUS$338.6bUS$15.7b18.6x26.7x1.2x
Tue, 05 Mar 2024US$420.8bUS$341.3bUS$15.0b19.4x28.1x1.2x
Thu, 01 Feb 2024US$406.8bUS$349.9bUS$15.1b19.2x26.9x1.2x
Sat, 30 Dec 2023US$410.3bUS$352.2bUS$13.7b20.9x29.9x1.2x
Mon, 27 Nov 2023US$370.5bUS$353.4bUS$13.8b18x26.8x1x
Wed, 25 Oct 2023US$342.9bUS$358.4bUS$14.4b16.7x23.8x1x
Fri, 22 Sep 2023US$364.6bUS$360.4bUS$14.6b15.8x25x1x
Sun, 20 Aug 2023US$373.3bUS$360.3bUS$14.6b16.6x25.6x1x
Tue, 18 Jul 2023US$397.8bUS$361.5bUS$15.1b16.5x26.4x1.1x
Thu, 15 Jun 2023US$382.9bUS$362.6bUS$15.1b15.7x25.4x1.1x
Sat, 13 May 2023US$346.7bUS$361.5bUS$14.9b16.5x23.3x1x
Mon, 10 Apr 2023US$357.5bUS$361.4bUS$16.1b16.5x22.2x1x
Wed, 08 Mar 2023US$368.2bUS$359.3bUS$16.0b17x23.1x1x
Fri, 03 Feb 2023US$392.1bUS$356.8bUS$16.1b17.3x24.4x1.1x
Sun, 01 Jan 2023US$341.7bUS$354.0bUS$16.5b15.4x20.7x1x
Tue, 29 Nov 2022US$354.7bUS$352.9bUS$16.6b16.2x21.4x1x
Thu, 27 Oct 2022US$341.2bUS$345.2bUS$16.7b15.2x20.4x1x
Price to Earnings Ratio

20.4x


Total Market Cap: US$341.2bTotal Earnings: US$16.7bTotal Revenue: US$345.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electronic Equipment and Components Industry Price to Earnings3Y Average 28.7x202320242025
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 46.1x which is higher than its 3-year average PE of 28.7x.
  • The 3-year average PS ratio of 1.2x is lower than the industry's current PS ratio of 1.6x.
Past Earnings Growth
  • The earnings for companies in the Electronic industry have declined 6.4% per year over the last three years.
  • Meanwhile revenues for these companies have grown 4.0% 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 Trends

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

US Market0.12%
Tech-0.47%
Electronic Equipment and Components1.70%
Electronic Manufacturing Services3.56%
Technology Distributors1.90%
Electronic Equipment and Instruments1.48%
Electronic Components0.73%
Industry PE
  • Investors are most optimistic about the Electronic Components industry which is trading above its 3-year average PE ratio of 42.3x.
    • Analysts are expecting annual earnings growth of 21.9%, which is higher than its past year's earnings decline of 4.9% 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 15.5x.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Equipment and Instruments industry, expecting annual earnings growth of 24% over the next 5 years.
  • This is better than its past earnings growth rate of 4.2% per year.
  • In contrast, the Technology Distributors industry is expected to see its earnings grow by 13% 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
APH AmphenolUS$125.651.4%
+US$2.1b		87.9%PE48.2x
FLEX FlexUS$62.145.6%
+US$1.2b		80.7%PE26.2x
TEL TE ConnectivityUS$222.981.6%
+US$1.1b		50.9%PE45.3x
JBL JabilUS$209.344.7%
+US$1.0b		68.3%PE34.2x
FN FabrinetUS$409.907.1%
+US$975.4m		64.9%PE44x

Latest News

JBL
US$209.34
Jabil
7D
4.7%
1Y
68.3%
ZBRA
US$293.31
Zebra Technologies
7D
4.0%
1Y
-21.3%
GLW
US$84.49
Corning
7D
-1.2%
1Y
79.7%

Optical Communications And Solar Sectors Will Open New Markets

Corning's analyst fair value estimate has been raised from $76.17 to $77.75. Analysts cite improving margins, increased demand for connectivity driven by artificial intelligence, and resilient end markets as justification for the upward revision.
LWLG
US$4.78
Lightwave Logic
7D
-12.1%
1Y
17.4%

We're Not Very Worried About Lightwave Logic's (NASDAQ:LWLG) Cash Burn Rate

Oct 18
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SNX
US$153.21
TD SYNNEX
7D
-0.6%
1Y
26.9%

Digital Transformation And AI Will Expand Global Infrastructure

TD SYNNEX's analyst price target has been raised by $3.64 to $178.36, as analysts cite stronger-than-expected revenue and ongoing demand momentum. These factors support a more optimistic outlook.
KEYS
US$162.19
Keysight Technologies
7D
-0.7%
1Y
2.8%
VNT
US$42.51
Vontier
7D
10.4%
1Y
20.7%

Digital Payment And SaaS Will Transform Fueling Industry

Analysts have raised their price target for Vontier from $47.99 to $48.81, citing improved revenue growth expectations and a higher projected future price-to-earnings ratio. This comes despite a slight decrease in the profit margin outlook.
FN
US$409.90
Fabrinet
7D
7.1%
1Y
64.9%

HPC Manufacturing And AWS Alliance Will Open New Markets

Analysts have raised their price target for Fabrinet from $332.75 to $352.88. They cite stronger revenue growth expectations, even though there is a slight decline in projected profit margins.
OUST
US$29.58
Ouster
7D
-4.8%
1Y
258.5%
FLEX
US$62.14
Flex
7D
5.6%
1Y
80.7%
TDY
US$562.26
Teledyne Technologies
7D
-1.0%
1Y
25.8%
RCAT
US$11.74
Red Cat Holdings
7D
-23.7%
1Y
295.3%
APH
US$125.65
Amphenol
7D
1.4%
1Y
87.9%

AI-Driven Datacenters Will Expand IT Datacom Horizons

Amphenol's analyst price target has been raised from approximately $117 to $123 per share. This reflects analysts' increased confidence in the company's enhanced growth outlook and expected margin improvements, which are driven by recent acquisitions and continued strength in end markets.
TEL
US$222.98
TE Connectivity
7D
1.6%
1Y
50.9%

AI Data Centers And Asian Electrification Will Drive Global Markets

Analysts have raised their price target for TE Connectivity, increasing it by $5.75 to reflect slightly stronger anticipated growth and improved profitability in their latest models. What's in the News TE Connectivity is set to host an Analyst/Investor Day event to keep stakeholders informed about strategic plans and performance updates (Key Developments).
FORD
US$21.75
Forward Industries
7D
-11.5%
1Y
499.2%
CDW
US$152.45
CDW
7D
3.3%
1Y
-30.8%