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U.S. Electronic Equipment and Components Industry Analysis

UpdatedJun 22, 2026
DataAggregated Company Financials
Companies182
  • 7D3.6%
  • 3M34.8%
  • 1Y101.0%
  • YTD47.6%

Over the last 7 days, the Electronic Equipment and Components industry has risen 3.6%, driven by gains in Amphenol and Corning of 3.4% and 3.7%, respectively. In the same time, Coherent was down 5.9%. In the last 12 months, the industry was up 101%. 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, 22 Jun 2026US$976.9bUS$428.9bUS$17.4b32.9x56.3x2.3x
Wed, 20 May 2026US$856.5bUS$426.4bUS$17.2b30.1x49.8x2x
Fri, 17 Apr 2026US$841.1bUS$411.1bUS$15.5b31.4x54.4x2x
Sun, 15 Mar 2026US$713.3bUS$406.8bUS$15.3b28.6x46.5x1.8x
Tue, 10 Feb 2026US$720.0bUS$404.3bUS$15.6b27.8x46x1.8x
Thu, 08 Jan 2026US$663.8bUS$393.7bUS$16.0b25.7x41.6x1.7x
Sat, 06 Dec 2025US$669.7bUS$396.0bUS$16.3b24.6x41x1.7x
Mon, 03 Nov 2025US$667.9bUS$394.0bUS$15.3b24.3x43.7x1.7x
Wed, 01 Oct 2025US$620.9bUS$388.8bUS$13.6b24.4x45.6x1.6x
Fri, 29 Aug 2025US$583.8bUS$386.6bUS$13.5b23.3x43.3x1.5x
Sun, 27 Jul 2025US$566.7bUS$382.4bUS$14.7b23.8x38.5x1.5x
Tue, 24 Jun 2025US$507.7bUS$376.8bUS$13.5b25x37.5x1.3x
Thu, 22 May 2025US$483.4bUS$375.5bUS$13.4b22.2x36x1.3x
Sat, 19 Apr 2025US$391.9bUS$371.4bUS$13.9b19.4x28.2x1.1x
Mon, 17 Mar 2025US$427.3bUS$371.1bUS$14.7b20.4x29x1.2x
Wed, 12 Feb 2025US$482.0bUS$370.6bUS$14.6b23.9x33x1.3x
Fri, 10 Jan 2025US$469.1bUS$368.1bUS$15.6b25.8x30.2x1.3x
Sun, 08 Dec 2024US$484.7bUS$369.6bUS$15.6b26.3x31.1x1.3x
Tue, 05 Nov 2024US$455.9bUS$369.7bUS$15.9b22.4x28.7x1.2x
Thu, 03 Oct 2024US$450.5bUS$323.1bUS$15.8b23.7x28.5x1.4x
Sat, 31 Aug 2024US$441.4bUS$324.0bUS$15.9b22.7x27.7x1.4x
Mon, 29 Jul 2024US$441.7bUS$328.2bUS$15.1b22.6x29.3x1.3x
Wed, 26 Jun 2024US$434.6bUS$329.5bUS$15.1b20.9x28.8x1.3x
Fri, 24 May 2024US$439.9bUS$331.3bUS$15.3b21.2x28.8x1.3x
Sun, 21 Apr 2024US$394.1bUS$338.7bUS$15.7b19.2x25.1x1.2x
Tue, 19 Mar 2024US$405.9bUS$339.9bUS$15.6b18.7x26x1.2x
Thu, 15 Feb 2024US$395.1bUS$342.2bUS$15.2b19.5x26x1.2x
Sat, 13 Jan 2024US$390.2bUS$350.3bUS$13.7b19.4x28.5x1.1x
Mon, 11 Dec 2023US$378.3bUS$353.4bUS$13.8b18.6x27.5x1.1x
Wed, 08 Nov 2023US$354.9bUS$352.9bUS$13.7b15.6x25.9x1x
Fri, 06 Oct 2023US$363.5bUS$358.4bUS$14.4b16.3x25.2x1x
Sun, 03 Sep 2023US$391.8bUS$360.3bUS$14.6b16.9x26.8x1.1x
Tue, 01 Aug 2023US$398.2bUS$361.1bUS$14.8b17.2x27x1.1x
Thu, 29 Jun 2023US$385.8bUS$361.6bUS$15.1b16.9x25.6x1.1x
Price to Earnings Ratio

25.6x


Total Market Cap: US$385.8bTotal Earnings: US$15.1bTotal Revenue: US$361.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electronic Equipment and Components Industry Price to Earnings3Y Average 34.1x202420252026
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 56.3x which is higher than its 3-year average PE of 34.1x.
  • The 3-year average PS ratio of 1.4x is lower than the industry's current PS ratio of 2.3x.
Past Earnings Growth
  • The earnings for companies in the Electronic industry have grown 4.8% per year over the last three years.
  • Revenues for these companies have grown 5.9% 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 Market1.40%
Tech3.29%
Electronic Equipment and Components3.56%
Electronic Components6.27%
Electronic Equipment and Instruments2.56%
Electronic Manufacturing Services0.31%
Technology Distributors-0.47%
Industry PE
  • Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 55.7x.
    • Analysts are expecting annual earnings growth of 24.9%, which is higher than its past year's earnings growth of 8.1% 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$163.963.4%
+US$6.6b		72.1%PE45.2x
GLW CorningUS$194.923.7%
+US$6.1b		276.3%PE92.7x
KEYS Keysight TechnologiesUS$363.671.9%
+US$1.2b		125.8%PE57.9x
TTMI TTM TechnologiesUS$216.444.7%
+US$1.0b		485.8%PE115.1x
MIR Mirion TechnologiesUS$18.6111.0%
+US$452.6m		-8.6%PE181.4x

Latest News

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0.7%
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