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U.S. Electronic Equipment and Components Industry Analysis

UpdatedMay 14, 2026
DataAggregated Company Financials
Companies185
  • 7D1.7%
  • 3M22.7%
  • 1Y93.7%
  • YTD36.6%

In the last week, the Electronic Equipment and Components industry is up 1.7%, with Corning up 14%. During this same period, the Amphenol underperformed, falling 10.0%. In the last 12 months, the industry was up 94%. As for the next few years, earnings are expected to grow by 25% 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
Fri, 15 May 2026US$898.5bUS$426.3bUS$17.5b28.1x51.4x2.1x
Sun, 12 Apr 2026US$828.6bUS$411.1bUS$15.4b31.6x53.6x2x
Tue, 10 Mar 2026US$705.4bUS$406.8bUS$15.3b27.7x46.1x1.7x
Thu, 05 Feb 2026US$713.5bUS$402.3bUS$16.8b27.1x42.4x1.8x
Sat, 03 Jan 2026US$659.3bUS$397.3bUS$16.2b24.7x40.7x1.7x
Mon, 01 Dec 2025US$656.7bUS$396.1bUS$16.3b24x40.2x1.7x
Wed, 29 Oct 2025US$664.3bUS$390.7bUS$14.3b25.1x46.3x1.7x
Fri, 26 Sep 2025US$623.6bUS$388.8bUS$13.6b23.8x45.7x1.6x
Sun, 24 Aug 2025US$580.1bUS$386.6bUS$13.5b23.9x43x1.5x
Tue, 22 Jul 2025US$555.9bUS$377.2bUS$13.6b23.7x40.8x1.5x
Thu, 19 Jun 2025US$499.0bUS$376.8bUS$13.5b22.7x36.9x1.3x
Sat, 17 May 2025US$482.8bUS$375.5bUS$13.3b22.5x36.3x1.3x
Mon, 14 Apr 2025US$388.5bUS$371.4bUS$13.9b19.2x28x1x
Wed, 12 Mar 2025US$422.6bUS$371.1bUS$14.7b20.4x28.7x1.1x
Fri, 07 Feb 2025US$483.1bUS$370.7bUS$14.6b24.2x33x1.3x
Sun, 05 Jan 2025US$466.2bUS$368.1bUS$15.5b25.9x30x1.3x
Tue, 03 Dec 2024US$478.8bUS$369.6bUS$15.5b25.8x30.8x1.3x
Thu, 31 Oct 2024US$466.7bUS$372.3bUS$16.2b23.3x28.9x1.3x
Sat, 28 Sep 2024US$451.6bUS$323.2bUS$15.8b23.6x28.6x1.4x
Mon, 26 Aug 2024US$447.9bUS$324.2bUS$15.9b22.4x28.1x1.4x
Wed, 24 Jul 2024US$446.7bUS$329.2bUS$15.1b22.2x29.7x1.4x
Fri, 21 Jun 2024US$440.8bUS$331.2bUS$15.2b20.6x29x1.3x
Sun, 19 May 2024US$434.0bUS$331.4bUS$15.4b21.7x28.1x1.3x
Tue, 16 Apr 2024US$407.3bUS$338.7bUS$15.7b19x26x1.2x
Thu, 14 Mar 2024US$415.6bUS$341.3bUS$14.9b19.1x27.9x1.2x
Sat, 10 Feb 2024US$405.6bUS$342.1bUS$14.7b20.6x27.6x1.2x
Mon, 08 Jan 2024US$387.7bUS$352.2bUS$13.7b20x28.2x1.1x
Wed, 06 Dec 2023US$374.2bUS$353.4bUS$13.8b16.9x27x1.1x
Fri, 03 Nov 2023US$343.3bUS$353.1bUS$13.7b16.1x25x1x
Sun, 01 Oct 2023US$369.9bUS$358.4bUS$14.4b16.3x25.6x1x
Tue, 29 Aug 2023US$378.5bUS$360.3bUS$14.6b16.7x25.9x1.1x
Thu, 27 Jul 2023US$401.4bUS$361.1bUS$14.8b16.9x27.2x1.1x
Sat, 24 Jun 2023US$377.9bUS$362.8bUS$15.1b17.3x25x1x
Mon, 22 May 2023US$358.6bUS$362.4bUS$15.1b15.4x23.8x1x
Price to Earnings Ratio

23.8x


Total Market Cap: US$358.6bTotal Earnings: US$15.1bTotal Revenue: US$362.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electronic Equipment and Components Industry Price to Earnings3Y Average 33.1x202420252026
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 51.4x which is higher than its 3-year average PE of 33.1x.
  • The 3-year average PS ratio of 1.3x is lower than the industry's current PS ratio of 2.1x.
Past Earnings Growth
  • The earnings for companies in the Electronic industry have grown 5.1% per year over the last three years.
  • Revenues for these companies have grown 5.6% 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 Market0.55%
Tech3.17%
Electronic Equipment and Components1.67%
Electronic Components3.73%
Technology Distributors0.22%
Electronic Manufacturing Services0.14%
Electronic Equipment and Instruments-0.71%
Industry PE
  • Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 54.6x.
    • Analysts are expecting annual earnings growth of 24.0%, which is higher than its past year's earnings growth of 8.1% per year.
  • Investors are most pessimistic about the Technology Distributors industry, which is trading close to its 3-year average of 16.4x.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Components industry, expecting annual earnings growth of 26% over the next 5 years.
  • This is better than its past earnings growth rate of 19% 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
GLW CorningUS$206.5113.7%
+US$21.5b		339.3%PE98.2x
COHR CoherentUS$403.7117.1%
+US$11.6b		400.3%PE197.2x
FLEX FlexUS$143.806.7%
+US$3.3b		241.9%PE62.1x
RAL RalliantUS$61.3630.5%
+US$1.6b		n/aPS3.2x
LFUS LittelfuseUS$481.028.9%
+US$1.1b		120.5%PS4.9x

Latest News

COHR
US$403.71
Coherent
7D
17.1%
1Y
400.3%
Analysis Article • 5h

Coherent's (NYSE:COHR) Solid Profits Have Weak Fundamentals

Coherent Corp.'s ( NYSE:COHR ) stock was strong after they recently reported robust earnings. We did some analysis and...
VSH
US$38.50
Vishay Intertechnology
7D
14.7%
1Y
154.5%
ZBRA
US$246.76
Zebra Technologies
7D
7.4%
1Y
-17.5%
Seeking Alpha • 8h

Zebra Technologies Sees Growth Tailwinds Driven By Industrial Reshoring

Summary Zebra Technologies (ZBRA) is upgraded to Strong Buy with a $419/share target, reflecting robust automation demand and favorable reindustrialization trends. ZBRA’s machine vision and scanning solutions are realizing double-digit growth, positioning the company as a key beneficiary of $1.66T in US manufacturing reshoring. Strategic partnership with Skild AI and accelerated share repurchases underpin a bullish outlook, with operational leverage driving margin expansion. Trading at 11.47x EV/aEBITDA, ZBRA offers attractive upside as automation and human-machine integration gain momentum through the decade. Read the full article on Seeking Alpha
ARW
US$211.82
Arrow Electronics
7D
10.4%
1Y
76.4%
RAL
US$61.36
Ralliant
7D
30.5%
1Y
n/a
KEYS
US$361.19
Keysight Technologies
7D
-1.5%
1Y
119.6%
AEIS
US$339.19
Advanced Energy Industries
7D
-6.0%
1Y
185.2%
Narrative Update • May 13

AEIS: AI WFE Demand And Broader Industrial Adoption Will Support Future Upside

Analysts have raised the price target on Advanced Energy Industries by about $47, reflecting updated assumptions for fair value, revenue growth, profit margins, and future P/E after a series of recent target hikes across major firms. Analyst Commentary Recent target hikes cluster around similar themes, with analysts updating their models for valuation, execution, and growth expectations in light of sector trends and company specific positioning.
FLEX
US$143.80
Flex
7D
6.7%
1Y
241.9%
Narrative Update • May 13

FLEX: AI Power And Cloud Spin Off Will Support Future Margins

Analysts have sharply raised their average price target on Flex to about $180 from roughly $80, citing stronger revenue growth assumptions, improved margin expectations and a slightly higher future P/E outlook. Analyst Commentary Recent Street research shows a clear tilt toward more constructive views on Flex, with several bullish analysts lifting price targets and highlighting areas where they see room for further value creation.
APH
US$124.64
Amphenol
7D
-10.0%
1Y
45.6%
MIR
US$18.64
Mirion Technologies
7D
-8.6%
1Y
6.2%
Analysis Article • May 12

Solid Earnings Reflect Mirion Technologies' (NYSE:MIR) Strength As A Business

Even though Mirion Technologies, Inc.'s ( NYSE:MIR ) recent earnings release was robust, the market didn't seem to...
LFUS
US$481.02
Littelfuse
7D
8.9%
1Y
120.5%
Narrative Update • May 12

LFUS: AI And Defense Demand Will Support Future Returns After Recent Pullback

Analysts have lifted their price target on Littelfuse from $367 to $475, citing updated assumptions for higher revenue growth, stronger profit margins, and a modestly higher future P/E multiple supported by recent upbeat research commentary from several firms. Analyst Commentary Recent research notes on Littelfuse cluster firmly on the optimistic side, with several price target increases and positive tags reflecting confidence in the company’s long term setup.
GLW
US$206.51
Corning
7D
13.7%
1Y
339.3%
JBL
US$355.43
Jabil
7D
-4.5%
1Y
113.0%
TEL
US$207.66
TE Connectivity
7D
-3.9%
1Y
29.2%
CDW
US$100.40
CDW
7D
-7.9%
1Y
-47.0%
VNT
US$29.02
Vontier
7D
-17.2%
1Y
-21.4%