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U.S. Electronic Equipment and Components Industry Analysis

UpdatedJun 12, 2026
DataAggregated Company Financials
Companies183
  • 7D-4.2%
  • 3M29.7%
  • 1Y89.4%
  • YTD39.5%

Over the last 7 days, the Electronic Equipment and Components industry has dropped 4.2%, driven by a pullback from Corning of 11%. Over the past 12 months, the industry was up 89%. 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
Sat, 13 Jun 2026US$889.6bUS$428.0bUS$17.3b33.1x51.4x2.1x
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
Sun, 23 Jul 2023US$395.2bUS$361.5bUS$15.1b16.8x26.2x1.1x
Tue, 20 Jun 2023US$390.1bUS$362.8bUS$15.1b16.3x25.8x1.1x
Price to Earnings Ratio

25.8x


Total Market Cap: US$390.1bTotal Earnings: US$15.1bTotal Revenue: US$362.8bTotal 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 51.4x 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 2.1x.
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 Market-2.36%
Tech-5.59%
Electronic Equipment and Components-4.20%
Electronic Equipment and Instruments-1.16%
Technology Distributors-2.49%
Electronic Components-4.97%
Electronic Manufacturing Services-5.47%
Industry PE
  • Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 55.4x.
    • Analysts are expecting annual earnings growth of 24.7%, 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 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$152.463.9%
+US$7.0b		61.2%PE42x
AEIS Advanced Energy IndustriesUS$340.406.1%
+US$740.8m		168.7%PE67.5x
RAL RalliantUS$65.575.0%
+US$351.5m		n/aPS3.5x
JBL JabilUS$376.890.8%
+US$323.9m		110.5%PE49.2x
OSIS OSI SystemsUS$231.028.7%
+US$303.5m		-2.4%PE25x

Latest News

TEL
US$207.74
TE Connectivity
7D
-5.9%
1Y
25.1%
TTMI
US$187.21
TTM Technologies
7D
1.3%
1Y
414.0%
COHR
US$363.58
Coherent
7D
-13.8%
1Y
349.1%
SANM
US$246.98
Sanmina
7D
-11.8%
1Y
182.4%
Seeking Alpha • Jun 11

Sanmina's ZT Systems Gamble Is Paying Off Faster Than Anyone Expected

Summary Sanmina is rated buy, driven by the transformative ZT Systems acquisition, which doubled revenue and improved profitability from day one. ZT's AMD-based server platforms position SANM at the center of hyperscaler AI infrastructure spend, with a major Nvidia-driven revenue catalyst expected this September. SANM trades discounted to EMS peers on EV/NTM revenue, with 14% base case upside and up to 45% in the bull scenario if Nvidia ramps as planned. Risks include hyperscaler customer concentration, insider selling, and increased leverage post-acquisition, but strong FCF and margin expansion support the bullish thesis. Read the full article on Seeking Alpha
CDW
US$129.13
CDW
7D
-7.4%
1Y
-26.1%
JBL
US$376.89
Jabil
7D
0.8%
1Y
110.5%
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$176.55
Corning
7D
-10.7%
1Y
247.4%
FLEX
US$151.99
Flex
7D
-4.7%
1Y
248.8%
FN
US$582.24
Fabrinet
7D
-18.5%
1Y
126.6%
TDY
US$623.73
Teledyne Technologies
7D
0.8%
1Y
26.0%
APH
US$152.46
Amphenol
7D
3.9%
1Y
61.2%
AEIS
US$340.40
Advanced Energy Industries
7D
6.1%
1Y
168.7%
Narrative Update • Jun 06

AEIS: AI Data Center And Semiconductor Demand Will Drive Future Upside

Analysts have lifted the consolidated price target for Advanced Energy Industries by approximately $100, reflecting a series of recent upward revisions from multiple research firms that cite supportive company specific factors. Analyst Commentary Across recent research updates, bullish analysts have raised their price targets on Advanced Energy Industries by a wide range, from US$20 to US$100.
OSIS
US$231.02
OSI Systems
7D
8.7%
1Y
-2.4%
Narrative Update • Jun 05

OSIS: Security Contract Wins Will Drive Upside Potential Despite Sector Volatility

Analysts have trimmed their average price target on OSI Systems by $6.14 to around $300, reflecting updated sector models that factor in a higher discount rate, along with slightly stronger revenue growth and profit margin assumptions, while still highlighting potential buying opportunities after recent aerospace and defense selloffs. Analyst Commentary Recent research updates on OSI Systems point to a more cautious pricing framework, but still flagging interest in the stock for investors who can tolerate sector volatility.
CXT
US$41.01
Crane NXT
7D
10.2%
1Y
-25.8%
Narrative Update • Jun 05

CXT: New US$10 Bill Release Will Drive Re Rating Potential

Analysts have reduced their blended price target for Crane NXT by about $3.67 to approximately $66.83, citing a shift to lower valuation multiples. They also highlight the stock's compressed valuation, wide competitive moats, and a potential sentiment catalyst from the planned release of the new $10 bill.
ZBRA
US$222.44
Zebra Technologies
7D
-9.4%
1Y
-24.0%
RAL
US$65.57
Ralliant
7D
5.0%
1Y
n/a
New Narrative • Jun 01

Electrification And Defense Cycles Will Strain Margins And Expose Long Duration Demand Risks

Catalysts About Ralliant Ralliant supplies Test & Measurement instruments, precision sensors and safety systems for electrification, Utilities and Defense & Space customers. What are the underlying business or industry changes driving this perspective?