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U.S. Electronic Equipment and Components Industry Analysis

UpdatedMar 30, 2025
DataAggregated Company Financials
Companies181
  • 7D-3.4%
  • 3M-8.3%
  • 1Y0.5%
  • YTD-7.5%

Over the last 7 days, the Electronic Equipment and Components industry has dropped 3.4%, driven by declines in Corning and TD SYNNEX of 5.5% and 18%, respectively. On the other hand Aeva Technologies is actually up 60%. Over the last year, the industry has been flat overall. Earnings are forecast to grow by 18% 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, 31 Mar 2025US$422.9bUS$371.3bUS$13.9b20.5x30.4x1.1x
Wed, 26 Feb 2025US$462.5bUS$370.9bUS$14.8b22.5x31.2x1.2x
Fri, 24 Jan 2025US$506.7bUS$370.7bUS$14.4b26.8x35.2x1.4x
Sun, 22 Dec 2024US$463.8bUS$368.2bUS$15.5b25.7x29.9x1.3x
Tue, 19 Nov 2024US$458.3bUS$369.6bUS$15.8b23.5x28.9x1.2x
Thu, 17 Oct 2024US$455.0bUS$323.1bUS$15.9b23.9x28.7x1.4x
Sat, 14 Sep 2024US$424.0bUS$323.9bUS$15.8b22.2x26.9x1.3x
Mon, 12 Aug 2024US$409.8bUS$324.3bUS$15.6b21x26.3x1.3x
Wed, 10 Jul 2024US$434.8bUS$329.2bUS$15.1b21.2x28.8x1.3x
Fri, 07 Jun 2024US$433.3bUS$331.3bUS$15.2b21.5x28.4x1.3x
Sun, 05 May 2024US$412.5bUS$331.7bUS$15.4b19.6x26.8x1.2x
Tue, 02 Apr 2024US$423.1bUS$338.7bUS$15.7b18.9x27x1.2x
Thu, 29 Feb 2024US$408.7bUS$341.2bUS$14.9b18.8x27.4x1.2x
Sat, 27 Jan 2024US$400.8bUS$350.4bUS$15.2b19.8x26.4x1.1x
Mon, 25 Dec 2023US$406.9bUS$352.2bUS$13.7b21.2x29.6x1.2x
Wed, 22 Nov 2023US$369.5bUS$353.7bUS$13.9b18.4x26.6x1x
Fri, 20 Oct 2023US$350.7bUS$358.4bUS$14.4b16.8x24.3x1x
Sun, 17 Sep 2023US$372.3bUS$360.4bUS$14.6b15.7x25.5x1x
Tue, 15 Aug 2023US$388.6bUS$359.6bUS$15.0b15.5x26x1.1x
Thu, 13 Jul 2023US$403.4bUS$361.6bUS$15.1b17.6x26.8x1.1x
Sat, 10 Jun 2023US$373.2bUS$362.6bUS$15.1b16.9x24.7x1x
Mon, 08 May 2023US$347.1bUS$359.8bUS$15.1b16.6x23x1x
Wed, 05 Apr 2023US$365.7bUS$361.4bUS$16.2b16.9x22.6x1x
Fri, 03 Mar 2023US$371.0bUS$359.2bUS$16.0b17.1x23.2x1x
Sun, 29 Jan 2023US$374.9bUS$356.4bUS$16.6b16.7x22.6x1.1x
Tue, 27 Dec 2022US$337.3bUS$354.0bUS$16.5b15.4x20.4x1x
Thu, 24 Nov 2022US$362.5bUS$352.9bUS$16.6b16.5x21.9x1x
Sat, 22 Oct 2022US$337.6bUS$346.3bUS$16.9b14.8x20x1x
Mon, 19 Sep 2022US$345.0bUS$334.5bUS$16.7b15x20.7x1x
Wed, 17 Aug 2022US$388.0bUS$333.9bUS$16.7b16.6x23.3x1.2x
Fri, 15 Jul 2022US$330.1bUS$326.5bUS$15.8b16.6x20.9x1x
Sun, 12 Jun 2022US$348.5bUS$316.4bUS$15.6b16.9x22.4x1.1x
Tue, 10 May 2022US$362.5bUS$315.6bUS$15.7b14.6x23.1x1.1x
Thu, 07 Apr 2022US$359.8bUS$287.0bUS$13.9b16.3x25.9x1.3x
Price to Earnings Ratio

25.9x


Total Market Cap: US$359.8bTotal Earnings: US$13.9bTotal Revenue: US$287.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electronic Equipment and Components Industry Price to Earnings3Y Average 25.7x202320242025
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 30.4x which is higher than its 3-year average PE of 25.7x.
  • The industry is trading close to its 3-year average PS ratio of 1.1x.
Past Earnings Growth
  • The earnings for companies in the Electronic industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 9.0% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.

Industry Trends

Which industries have driven the changes within the U.S. Tech industry?

US Market-1.74%
Tech-3.93%
Electronic Equipment and Components-3.41%
Electronic Components-2.13%
Electronic Equipment and Instruments-3.07%
Electronic Manufacturing Services-4.74%
Technology Distributors-5.23%
Industry PE
  • Investors are most optimistic about the Electronic Components industry which is trading above its 3-year average PE ratio of 36.4x.
    • Analysts are expecting annual earnings growth of 24.8%, which is higher than its past year's earnings decline of 25.9% 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 14.5x.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Components industry, expecting annual earnings growth of 25% over the next 5 years.
  • This is better than its past earnings decline of 26% per year.
  • In contrast, the Electronic Equipment and Instruments industry is expected to see its earnings grow by 12% 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
AEVA Aeva TechnologiesUS$6.7160.1%
+US$137.9m
70.7%PS40.5x
IPGP IPG PhotonicsUS$65.131.7%
+US$45.5m
-28.2%PS2.8x
RCAT Red Cat HoldingsUS$5.898.7%
+US$40.2m
669.9%PS30.6x
SHMD SCHMID GroupUS$3.5821.4%
+US$27.1m
-68.2%PE3.9x
CGTL Creative Global Technology HoldingsUS$4.2236.1%
+US$24.0m
n/aPE21.1x
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Latest News

AEVA

US$6.71

Aeva Technologies

7D

60.1%

1Y

70.7%

RCAT

US$5.89

Red Cat Holdings

7D

8.7%

1Y

669.9%

GLW

US$45.86

Corning

7D

-5.5%

1Y

39.1%

JBL

US$135.99

Jabil

7D

-6.4%

1Y

1.5%

FN

US$196.14

Fabrinet

7D

-11.1%

1Y

3.8%

CGTL

US$4.22

Creative Global Technology Holdings

7D

36.1%

1Y

n/a

KEYS

US$150.33

Keysight Technologies

7D

-2.7%

1Y

-3.9%

IPGP

US$65.13

IPG Photonics

7D

1.7%

1Y

-28.2%

LWLG

US$1.20

Lightwave Logic

7D

15.4%

1Y

-74.4%

AVT

US$47.19

Avnet

7D

0.4%

1Y

-4.8%

SHMD

US$3.58

SCHMID Group

7D

21.4%

1Y

-68.2%