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U.S. Electronic Equipment and Components Industry Analysis

UpdatedJun 01, 2026
DataAggregated Company Financials
Companies185
  • 7D1.8%
  • 3M21.8%
  • 1Y97.6%
  • YTD39.6%

The Electronic Equipment and Components industry is up 1.8% in the last week, with Amphenol up 13%. During this same period, the Corning underperformed, falling 6.6%. This means that the industry has gained 98% over the past year. Earnings are forecast to grow by 27% 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, 01 Jun 2026US$923.7bUS$427.9bUS$17.3b33.7x53.4x2.2x
Wed, 29 Apr 2026US$858.4bUS$414.5bUS$16.5b26.9x51.9x2.1x
Fri, 27 Mar 2026US$754.0bUS$408.4bUS$15.3b29.1x49.3x1.8x
Sun, 22 Feb 2026US$773.2bUS$404.8bUS$15.0b30x51.4x1.9x
Tue, 20 Jan 2026US$701.6bUS$395.3bUS$16.0b27.8x43.8x1.8x
Thu, 18 Dec 2025US$646.8bUS$396.0bUS$16.2b24.1x40x1.6x
Sat, 15 Nov 2025US$637.4bUS$395.9bUS$16.0b23.7x39.8x1.6x
Mon, 13 Oct 2025US$607.5bUS$388.4bUS$13.7b24.9x44.3x1.6x
Wed, 10 Sep 2025US$599.1bUS$386.6bUS$13.5b23.9x44.4x1.5x
Fri, 08 Aug 2025US$570.5bUS$386.0bUS$13.6b23.5x41.9x1.5x
Sun, 06 Jul 2025US$544.4bUS$377.6bUS$13.6b25.5x40x1.4x
Tue, 03 Jun 2025US$483.3bUS$375.7bUS$13.4b22x36.1x1.3x
Thu, 01 May 2025US$427.1bUS$374.0bUS$13.6b20.2x31.5x1.1x
Sat, 29 Mar 2025US$433.7bUS$371.6bUS$13.9b20.5x31.3x1.2x
Mon, 24 Feb 2025US$467.5bUS$370.9bUS$14.8b23.8x31.6x1.3x
Wed, 22 Jan 2025US$478.3bUS$369.6bUS$15.6b26.1x30.8x1.3x
Fri, 20 Dec 2024US$460.7bUS$368.2bUS$15.5b24.9x29.7x1.3x
Sun, 17 Nov 2024US$458.3bUS$369.6bUS$15.8b23.6x28.9x1.2x
Tue, 15 Oct 2024US$457.1bUS$323.1bUS$15.9b24.1x28.8x1.4x
Thu, 12 Sep 2024US$419.6bUS$323.9bUS$15.8b21.6x26.6x1.3x
Sat, 10 Aug 2024US$409.4bUS$324.3bUS$15.6b21x26.2x1.3x
Mon, 08 Jul 2024US$428.0bUS$329.2bUS$15.1b21.3x28.3x1.3x
Wed, 05 Jun 2024US$432.4bUS$331.3bUS$15.3b21.1x28.3x1.3x
Fri, 03 May 2024US$401.3bUS$331.6bUS$15.4b19x26x1.2x
Sun, 31 Mar 2024US$423.1bUS$338.7bUS$15.7b19.1x27x1.2x
Tue, 27 Feb 2024US$409.1bUS$341.2bUS$14.9b19.7x27.4x1.2x
Thu, 25 Jan 2024US$396.5bUS$350.4bUS$15.2b19.1x26.1x1.1x
Sat, 23 Dec 2023US$406.8bUS$352.2bUS$13.7b21.2x29.6x1.2x
Mon, 20 Nov 2023US$369.4bUS$353.7bUS$13.9b18.1x26.6x1x
Wed, 18 Oct 2023US$364.0bUS$358.4bUS$14.4b17x25.2x1x
Fri, 15 Sep 2023US$372.3bUS$360.4bUS$14.6b15.9x25.5x1x
Sun, 13 Aug 2023US$386.1bUS$359.6bUS$15.0b16.6x25.8x1.1x
Tue, 11 Jul 2023US$399.2bUS$361.6bUS$15.0b17.2x26.6x1.1x
Thu, 08 Jun 2023US$368.6bUS$362.6bUS$15.1b16.5x24.4x1x
Price to Earnings Ratio

24.4x


Total Market Cap: US$368.6bTotal Earnings: US$15.1bTotal Revenue: US$362.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electronic Equipment and Components Industry Price to Earnings3Y Average 33.6x202420252026
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 53.4x which is higher than its 3-year average PE of 33.6x.
  • 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 4.7% 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 Market1.58%
Tech4.73%
Electronic Equipment and Components1.82%
Technology Distributors6.61%
Electronic Manufacturing Services3.15%
Electronic Components1.58%
Electronic Equipment and Instruments-1.04%
Industry PE
  • Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 55.2x.
    • Analysts are expecting annual earnings growth of 25.0%, 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 16.5x.
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 18% 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$148.7612.6%
+US$20.5b		64.6%PE41x
FLEX FlexUS$150.7813.8%
+US$6.7b		255.8%PE62.8x
TEL TE ConnectivityUS$213.415.2%
+US$3.1b		33.5%PE21.4x
SNX TD SYNNEXUS$261.2810.1%
+US$1.9b		118.3%PE21.4x
CDW CDWUS$125.4513.2%
+US$1.9b		-28.2%PE14.9x

Latest News

UMAC
US$31.78
Unusual Machines
7D
89.4%
1Y
540.7%
CDW
US$125.45
CDW
7D
13.2%
1Y
-28.2%
SANM
US$259.73
Sanmina
7D
5.4%
1Y
202.1%
APH
US$148.76
Amphenol
7D
12.6%
1Y
64.6%
TEL
US$213.41
TE Connectivity
7D
5.2%
1Y
33.5%
Narrative Update • May 30

TEL: Share Repurchases Will Support Upside As 2026 Outlook Strengthens

Analysts have reduced their price target on TE Connectivity from $272.00 to about $263.32, reflecting updated assumptions that include slightly lower revenue growth, a modestly higher discount rate, a somewhat stronger profit margin, and a lower future P/E multiple. What's in the News Issued earnings guidance for the third quarter ending June 26, 2026, with expected sales of approximately US$5b and GAAP diluted EPS from continuing operations of about US$2.44, which the company describes as 10% and 14% higher year over year respectively (company guidance).
COHR
US$361.47
Coherent
7D
-4.3%
1Y
370.8%
TTMI
US$173.72
TTM Technologies
7D
-8.5%
1Y
481.8%
FLEX
US$150.78
Flex
7D
13.8%
1Y
255.8%
KEYS
US$338.33
Keysight Technologies
7D
-2.4%
1Y
113.6%
VSH
US$52.05
Vishay Intertechnology
7D
10.2%
1Y
273.4%
SNX
US$261.28
TD SYNNEX
7D
10.1%
1Y
118.3%
ZBRA
US$243.63
Zebra Technologies
7D
-4.7%
1Y
-14.8%
GLW
US$181.16
Corning
7D
-6.6%
1Y
262.0%
Seeking Alpha • May 27

Beyond AI: Corning's Three Forgotten Powerhouses

Summary Corning is rated Buy with 10-15% upside, driven by AI-driven optical demand, solar foothold positioning, and innovative Life Sciences growth. GLW’s solar segment is set to benefit from U.S. tariff walls, domestic capacity buildout, and strong customer commitments covering 80% of available capacity for five years. Velocity Vials in Life Sciences could generate $1.5–3B annual revenue if they capture 20% global share, leveraging partnerships and licensing for scalable growth. Corning’s moat is strongest in inter-datacenter fiber, supported by long-term contracts, high CapEx funded by customer commitments, and robust balance sheet health. Read the full article on Seeking Alpha
FN
US$654.16
Fabrinet
7D
-7.1%
1Y
180.9%
Seeking Alpha • May 26

Fabrinet: Get Out Or Trim Before The Hype Ends

Summary FN delivered record-breaking growth, especially in datacenter interconnect, with demand outpacing supply and strong momentum into FY2027. Despite robust business fundamentals, FN now trades at over 50x forward P/E, more than double its multiple from two years ago. FN's valuation premium is not justified by its growth or profitability metrics versus peers, which trade at 22–32x forward P/E. What's interesting to me is that FN trades at 2x times higher valuation than the likes of NVDA, GOOG, or AMZN. Which are some of the best businesses ever created. I recommend a strong sell on FN, urging investors to trim or exit positions due to overvaluation risk. Read the full article on Seeking Alpha
LWLG
US$10.86
Lightwave Logic
7D
-15.5%
1Y
1,041.6%
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.
AEIS
US$302.18
Advanced Energy Industries
7D
-7.0%
1Y
161.4%
Seeking Alpha • May 17

Advanced Energy Industries: In An AI Gold Rush, Sell Picks And Shovels

Summary Advanced Energy Industries benefits from AI-driven demand in semiconductors and data center infrastructure, fueling significant revenue growth. AEIS revenue rose 21% YoY to $1.8B, with data center revenue up 106% YoY, though data center margins remain thinner than semiconductor margins. Management is targeting EBITDA margins of 18–22% through cost reductions, geographic diversification, and operational streamlining, after reporting 13% EBITDA. I rate AEIS as a hold given its stretched valuation, recent price surge, and analyst price targets below current levels. Read the full article on Seeking Alpha