Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Electronic Equipment and Components Industry Analysis

UpdatedJun 15, 2026
DataAggregated Company Financials
Companies183
  • 7D1.9%
  • 3M30.2%
  • 1Y94.9%
  • YTD42.6%

The Electronic Equipment and Components industry is up 4.5% in the last week, with Amphenol up 11%. This takes the industry's 12 month performance to a gain of 98%. As for the next few years, earnings are expected to grow by 27% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 15 Jun 2026US$943.4bUS$428.0bUS$17.3b32.9x54.5x2.2x
Wed, 13 May 2026US$904.4bUS$425.8bUS$17.5b27.9x51.6x2.1x
Fri, 10 Apr 2026US$799.5bUS$411.1bUS$15.4b31.6x51.7x1.9x
Sun, 08 Mar 2026US$705.4bUS$406.8bUS$15.3b27x46.1x1.7x
Tue, 03 Feb 2026US$690.2bUS$401.1bUS$16.8b27.2x41.2x1.7x
Thu, 01 Jan 2026US$665.4bUS$397.3bUS$16.2b25x41x1.7x
Sat, 29 Nov 2025US$656.6bUS$396.1bUS$16.3b24x40.2x1.7x
Mon, 27 Oct 2025US$658.7bUS$390.7bUS$14.3b25.5x45.9x1.7x
Wed, 24 Sep 2025US$633.5bUS$386.6bUS$13.5b24.7x46.9x1.6x
Fri, 22 Aug 2025US$564.5bUS$386.5bUS$13.5b22.9x41.9x1.5x
Sun, 20 Jul 2025US$556.1bUS$377.6bUS$13.6b23.9x40.8x1.5x
Tue, 17 Jun 2025US$490.7bUS$375.7bUS$13.4b22.5x36.7x1.3x
Thu, 15 May 2025US$484.1bUS$375.4bUS$13.3b21.2x36.3x1.3x
Sat, 12 Apr 2025US$385.1bUS$371.4bUS$13.9b19.2x27.7x1x
Mon, 10 Mar 2025US$432.4bUS$371.1bUS$14.7b21.1x29.4x1.2x
Wed, 05 Feb 2025US$475.4bUS$370.9bUS$14.8b24x32.1x1.3x
Fri, 03 Jan 2025US$460.2bUS$368.1bUS$15.5b25.5x29.6x1.2x
Sun, 01 Dec 2024US$478.8bUS$369.6bUS$15.5b26.4x30.8x1.3x
Tue, 29 Oct 2024US$462.0bUS$371.9bUS$16.6b23.7x27.9x1.2x
Thu, 26 Sep 2024US$446.2bUS$323.9bUS$15.8b23.2x28.3x1.4x
Sat, 24 Aug 2024US$440.5bUS$324.2bUS$15.9b22.4x27.7x1.4x
Mon, 22 Jul 2024US$437.7bUS$329.2bUS$15.1b22.1x29.1x1.3x
Wed, 19 Jun 2024US$438.1bUS$331.2bUS$15.2b20.7x28.8x1.3x
Fri, 17 May 2024US$434.1bUS$331.4bUS$15.4b21.5x28.1x1.3x
Sun, 14 Apr 2024US$416.9bUS$338.7bUS$15.7b18.8x26.6x1.2x
Tue, 12 Mar 2024US$413.9bUS$341.3bUS$14.9b19.1x27.7x1.2x
Thu, 08 Feb 2024US$392.2bUS$344.2bUS$14.9b19.4x26.3x1.1x
Sat, 06 Jan 2024US$388.3bUS$352.2bUS$13.7b20x28.3x1.1x
Mon, 04 Dec 2023US$374.1bUS$353.4bUS$13.8b17.1x27.1x1.1x
Wed, 01 Nov 2023US$343.7bUS$357.1bUS$14.2b16.7x24.2x1x
Fri, 29 Sep 2023US$370.3bUS$358.4bUS$14.4b16.1x25.7x1x
Sun, 27 Aug 2023US$378.5bUS$360.3bUS$14.6b16.7x25.9x1.1x
Tue, 25 Jul 2023US$394.6bUS$361.5bUS$15.1b16.7x26.1x1.1x
Thu, 22 Jun 2023US$384.7bUS$362.7bUS$15.1b17.4x25.5x1.1x
Price to Earnings Ratio

25.5x


Total Market Cap: US$384.7bTotal Earnings: US$15.1bTotal Revenue: US$362.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electronic Equipment and Components Industry Price to Earnings3Y Average 33.9x202420252026
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 54.5x which is higher than its 3-year average PE of 33.9x.
  • The 3-year average PS ratio of 1.4x is lower than the industry's current PS ratio of 2.2x.
Past Earnings Growth
  • The earnings for companies in the Electronic industry have grown 4.6% per year over the last three years.
  • Revenues for these companies have grown 5.7% 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 Market0.50%
Tech-0.69%
Electronic Equipment and Components1.91%
Electronic Equipment and Instruments4.69%
Electronic Manufacturing Services2.27%
Technology Distributors1.56%
Electronic Components0.75%
Industry PE
  • Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 55.5x.
    • Analysts are expecting annual earnings growth of 24.8%, which is higher than its past year's earnings growth of 7.5% 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 16.6x.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Components industry, expecting annual earnings growth of 30% over the next 5 years.
  • This is better than its past earnings growth rate of 18% per year.
  • In contrast, the Technology Distributors industry is expected to see its earnings grow by 19% 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$153.807.1%
+US$12.5b		64.7%PE42.4x
JBL JabilUS$384.828.9%
+US$3.3b		118.8%PE50.2x
KEYS Keysight TechnologiesUS$350.675.8%
+US$3.3b		116.1%PE55.9x
TTMI TTM TechnologiesUS$194.0515.8%
+US$2.7b		448.5%PE103.2x
AEIS Advanced Energy IndustriesUS$354.3720.2%
+US$2.3b		188.6%PE70.3x

Latest News

UMAC
US$24.43
Unusual Machines
7D
-8.5%
1Y
189.1%
TTMI
US$194.05
TTM Technologies
7D
15.8%
1Y
448.5%
COHR
US$385.03
Coherent
7D
-4.2%
1Y
376.8%
FLEX
US$149.71
Flex
7D
-1.5%
1Y
247.1%
ZBRA
US$228.42
Zebra Technologies
7D
-1.6%
1Y
-19.5%
TEL
US$210.38
TE Connectivity
7D
2.3%
1Y
27.1%
Narrative Update • Jun 13

TEL: AI Connectivity And Buybacks Will Drive Multi Year Upside

Analysts have nudged their price target on TE Connectivity slightly higher to $263.47 from $263.32, reflecting updated views on fair value, discount rate assumptions, profit margins and future P/E multiples. What's in the News TE Connectivity shares recently moved higher, with investors focusing on the company’s role in high speed connectivity for AI and data center infrastructure, according to recent news reports.
AEIS
US$354.37
Advanced Energy Industries
7D
20.2%
1Y
188.6%
MIR
US$16.56
Mirion Technologies
7D
-3.0%
1Y
-16.8%
Narrative Update • Jun 12

MIR: Artemis II Exposure And Nuclear Demand Will Drive Future Upside

Analysts have maintained their fair value estimate for Mirion Technologies at $27.90. Only very small adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions were made, supporting a largely unchanged price target narrative.
CDW
US$132.19
CDW
7D
-0.6%
1Y
-22.4%
JBL
US$384.82
Jabil
7D
8.9%
1Y
118.8%
New Narrative • Jun 10

AI Data Center And Liquid Cooling Exposure Will Eventually Pressure Margins And Earnings

Catalysts About Jabil Jabil is a manufacturing solutions provider focused on complex electronics, systems integration and related services across multiple end markets. What are the underlying business or industry changes driving this perspective?
GLW
US$179.20
Corning
7D
0.9%
1Y
261.3%
SNX
US$280.65
TD SYNNEX
7D
4.4%
1Y
127.5%
FN
US$611.01
Fabrinet
7D
-2.0%
1Y
136.4%
APH
US$153.80
Amphenol
7D
7.1%
1Y
64.7%
KEYS
US$350.67
Keysight Technologies
7D
5.8%
1Y
116.1%
LWLG
US$9.59
Lightwave Logic
7D
-5.4%
1Y
686.1%
Narrative Update • May 22

Can Lightwave Logic Become the NVIDIA of Optical Interconnect Materials?

Lightwave Logic (LWLG) — 2030 Investment Thesis Overview LWLG is developing electro-optic polymer technology designed to improve the speed, power efficiency, and scalability of optical interconnects used in AI infrastructure, hyperscale data centers, telecommunications, and silicon photonics platforms. The company’s Perkinamine polymer platform aims to address critical bottlenecks emerging from exponential AI data growth and increasing bandwidth demands across next-generation computing architectures.