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U.S. Electronic Equipment and Components Industry Analysis

UpdatedAug 18, 2026
DataAggregated Company Financials
Companies180
  • 7D4.9%
  • 3M12.5%
  • 1Y68.9%
  • YTD42.7%

The Electronic Equipment and Components is pretty flat in the last 7 days, but Corning has stood out, gaining 9.8%. As for the the longer term, the industry is up 67% over the past 12 months. Earnings are forecast to grow by 26% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 18 Aug 2026US$930.6bUS$456.1bUS$19.6b30.7x47.4x2x
Thu, 16 Jul 2026US$898.2bUS$433.6bUS$17.6b31.3x51.2x2.1x
Sat, 13 Jun 2026US$927.9bUS$428.0bUS$17.3b32.9x53.7x2.2x
Mon, 11 May 2026US$878.8bUS$425.7bUS$17.5b26.5x50.2x2.1x
Wed, 08 Apr 2026US$740.5bUS$411.1bUS$15.4b29.5x47.9x1.8x
Fri, 06 Mar 2026US$759.9bUS$406.8bUS$15.3b28.2x49.6x1.9x
Sun, 01 Feb 2026US$686.0bUS$401.1bUS$16.8b26.6x40.9x1.7x
Tue, 30 Dec 2025US$670.7bUS$397.3bUS$16.2b24.7x41.3x1.7x
Thu, 27 Nov 2025US$643.2bUS$396.1bUS$16.3b24.7x39.4x1.6x
Sat, 25 Oct 2025US$655.6bUS$390.7bUS$14.3b25.9x45.7x1.7x
Mon, 22 Sep 2025US$630.0bUS$386.6bUS$13.5b24.3x46.6x1.6x
Wed, 20 Aug 2025US$577.4bUS$386.4bUS$13.7b23x42.3x1.5x
Fri, 18 Jul 2025US$545.3bUS$377.6bUS$13.6b24.3x40x1.4x
Sun, 15 Jun 2025US$490.8bUS$375.7bUS$13.4b22x36.7x1.3x
Tue, 13 May 2025US$454.4bUS$375.4bUS$13.3b21.6x34x1.2x
Thu, 10 Apr 2025US$365.2bUS$371.4bUS$13.9b19.9x26.3x1x
Sat, 08 Mar 2025US$427.3bUS$371.1bUS$14.7b21.1x29.1x1.2x
Mon, 03 Feb 2025US$483.0bUS$370.8bUS$14.8b25.4x32.6x1.3x
Wed, 01 Jan 2025US$459.9bUS$368.1bUS$15.5b25.4x29.6x1.2x
Fri, 29 Nov 2024US$475.8bUS$369.6bUS$15.5b26.4x30.6x1.3x
Sun, 27 Oct 2024US$461.9bUS$372.2bUS$16.6b23.7x27.8x1.2x
Tue, 24 Sep 2024US$444.5bUS$323.9bUS$15.8b23.1x28.2x1.4x
Thu, 22 Aug 2024US$436.3bUS$324.2bUS$15.9b22.3x27.4x1.3x
Sat, 20 Jul 2024US$446.3bUS$329.1bUS$15.0b22.1x29.7x1.4x
Mon, 17 Jun 2024US$431.1bUS$331.2bUS$15.2b21x28.3x1.3x
Wed, 15 May 2024US$423.7bUS$331.4bUS$15.4b21.1x27.4x1.3x
Fri, 12 Apr 2024US$412.9bUS$338.7bUS$15.7b19.1x26.3x1.2x
Sun, 10 Mar 2024US$417.1bUS$341.2bUS$14.9b19.6x28x1.2x
Tue, 06 Feb 2024US$391.0bUS$344.8bUS$14.9b19.2x26.3x1.1x
Thu, 04 Jan 2024US$390.7bUS$352.2bUS$13.7b19.9x28.5x1.1x
Sat, 02 Dec 2023US$368.6bUS$353.4bUS$13.8b17.1x26.7x1x
Mon, 30 Oct 2023US$339.7bUS$357.6bUS$14.4b16.4x23.6x1x
Wed, 27 Sep 2023US$358.1bUS$360.4bUS$14.6b15.5x24.5x1x
Fri, 25 Aug 2023US$376.0bUS$360.3bUS$14.6b16.8x25.8x1x
Price to Earnings Ratio

25.8x


Total Market Cap: US$376.0bTotal Earnings: US$14.6bTotal Revenue: US$360.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electronic Equipment and Components Industry Price to Earnings3Y Average 35.4x202420252026
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 47.4x which is higher than its 3-year average PE of 35.4x.
  • The 3-year average PS ratio of 1.4x is lower than the industry's current PS ratio of 2.0x.
Past Earnings Growth
  • The earnings for companies in the Electronic industry have grown 10% per year over the last three years.
  • Revenues for these companies have grown 8.2% 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 Market0.11%
Tech1.31%
Electronic Equipment and Components4.87%
Electronic Manufacturing Services6.87%
Electronic Components5.38%
Electronic Equipment and Instruments3.07%
Technology Distributors1.15%
Industry PE
  • Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 57.3x.
    • Analysts are expecting annual earnings growth of 24.3%, which is higher than its past year's earnings growth of 4.6% per year.
  • Investors are most pessimistic about the Technology Distributors industry, which is trading close to its 3-year average of 16.9x.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Manufacturing Services industry, expecting annual earnings growth of 29% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the Technology Distributors industry is expected to see its earnings grow by 17% 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$173.219.8%
+US$13.3b		164.4%PE78.5x
COHR CoherentUS$351.228.0%
+US$5.2b		288.1%PE89.3x
KEYS Keysight TechnologiesUS$361.157.7%
+US$4.4b		119.6%PE57.5x
APH AmphenolUS$170.871.9%
+US$3.9b		53.9%PE41x
FLEX FlexUS$130.008.6%
+US$3.8b		161.2%PE49.4x

Latest News

FLEX
US$130.00
Flex
7D
8.6%
1Y
161.2%
Seeking Alpha • 14h

Flex Q1 Review: RemainCo Seems A Lot More Attractive Than Before

Summary Flex Inc. delivered strong Q1 ’27 results, with 20% y/y revenue growth and beats across all major segments. RemainCo’s RMS and ITS segments posted unexpected double-digit growth, improving the investment case for both post-spinoff entities. Management reaffirmed the Q1 2027 tax-free spin-off of Cloud & Power Infrastructure, with segment momentum and sustainability in focus. I remain on the sidelines until after the split, seeking clearer segment performance and margin profiles post-transition. Read the full article on Seeking Alpha
BMI
US$128.70
Badger Meter
7D
-5.7%
1Y
-31.1%
NSIT
US$149.31
Insight Enterprises
7D
-3.5%
1Y
13.2%
Seeking Alpha • Aug 17

Insight Enterprises: An Impressive Performance

Summary Insight Enterprises has doubled in share price, driven by accelerating sales and margin gains, with a current valuation of 13–14x adjusted earnings. NSIT's business mix shift toward higher-margin services and AI-related products has fueled record profits despite topline softness and modest revenue growth. Management raised 2024 earnings guidance to $12.20–12.70 per share, continues buybacks, and has paused M&A, citing its own stock as the best capital allocation. I remain cautiously long, as valuation is now less compelling after the sharp re-rating, with management warning of slower growth ahead and macro headwinds. Read the full article on Seeking Alpha
VNT
US$32.33
Vontier
7D
-5.6%
1Y
-23.8%
COHR
US$351.22
Coherent
7D
8.0%
1Y
288.1%
ADIG
US$21.43
ADI Global Distribution
7D
-24.2%
1Y
n/a
CDW
US$135.30
CDW
7D
-0.8%
1Y
-18.4%
Narrative Update • Aug 14

CDW: AI Infrastructure And Buybacks Will Drive Future Upside Potential

Analysts now anchor CDW's fair value at $171, up $1, as they factor in higher expected revenue growth tied to AI and infrastructure demand, a modestly lower future P/E assumption of 17.77x, and adjustments to the discount rate and margin expectations. Analyst Commentary Recent Street research on CDW points to a clear tilt toward more positive views on the stock, with several bullish analysts lifting price targets and upgrading ratings as they reassess AI and infrastructure related demand.
TDY
US$677.27
Teledyne Technologies
7D
-1.9%
1Y
26.2%
ARLO
US$13.71
Arlo Technologies
7D
-6.9%
1Y
-19.9%
GLW
US$173.21
Corning
7D
9.8%
1Y
164.4%
ZBRA
US$371.26
Zebra Technologies
7D
-1.8%
1Y
16.9%
JBL
US$369.89
Jabil
7D
9.9%
1Y
71.5%
Seeking Alpha • Aug 11

Jabil: The AI Infrastructure Bottleneck Is Moving Into Its Factory Network

Summary Jabil is evolving into a full-stack data center infrastructure partner, expanding beyond traditional manufacturing to power, cooling, and rack-level integration. JBL’s AI-related revenue is projected to reach $13.6B in FY26, with the potential to exceed $20B in FY27, driving significant operating leverage and EPS growth. Management targets FY27 revenue above $40B and core operating margins above 6%, supporting a fair value estimate of $408 per share and a 'Buy' rating. Risks include hyperscale demand fluctuations, operational ramp-up inefficiencies, customer concentration, and a valuation that now requires continued earnings growth. Read the full article on Seeking Alpha
APH
US$170.87
Amphenol
7D
1.9%
1Y
53.9%
Narrative Update • Aug 10

APH: AI Data Center Demand And Stock Split Will Drive Upside

Amphenol's updated analyst price target moves higher from $189.39 to $198.06 as analysts factor in refreshed Q2 previews, a revised $200 target at the high end, and supporting views on AI related demand, networking infrastructure and storage components, alongside tweaked assumptions for discount rate, profit margin and future P/E. Analyst Commentary Recent research on Amphenol points to a generally constructive tone, with several bullish analysts lifting price targets around upcoming Q2 results and AI driven demand themes.
AEIS
US$348.63
Advanced Energy Industries
7D
10.9%
1Y
127.5%
FN
US$598.58
Fabrinet
7D
13.6%
1Y
83.0%
KEYS
US$361.15
Keysight Technologies
7D
7.7%
1Y
119.6%