Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Electronic Equipment and Components Industry Analysis

UpdatedApr 14, 2026
DataAggregated Company Financials
Companies183
  • 7D14.7%
  • 3M23.7%
  • 1Y125.4%
  • YTD28.3%

In the last week, the Electronic Equipment and Components industry is up 15%, with Corning leading the way, up 20%. In the same time, PowerFleet was down 5.9%. This means that the industry has gained 125% over the past year. Earnings are forecast to grow by 22% 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, 14 Apr 2026US$829.0bUS$411.1bUS$15.4b32x53.7x2x
Thu, 12 Mar 2026US$735.3bUS$406.8bUS$15.4b28.2x47.9x1.8x
Sat, 07 Feb 2026US$678.1bUS$404.3bUS$15.6b27.4x43.4x1.7x
Mon, 05 Jan 2026US$678.1bUS$397.3bUS$16.2b24.7x41.8x1.7x
Wed, 03 Dec 2025US$652.7bUS$396.1bUS$16.3b23.5x40x1.6x
Fri, 31 Oct 2025US$666.3bUS$393.1bUS$15.3b25x43.6x1.7x
Sun, 28 Sep 2025US$622.1bUS$388.8bUS$13.6b23.9x45.6x1.6x
Tue, 26 Aug 2025US$579.0bUS$386.6bUS$13.5b23.8x42.9x1.5x
Thu, 24 Jul 2025US$551.8bUS$379.3bUS$14.0b24.1x39.5x1.5x
Sat, 21 Jun 2025US$502.0bUS$376.8bUS$13.5b23.7x37.1x1.3x
Mon, 19 May 2025US$486.7bUS$375.5bUS$13.3b22x36.5x1.3x
Wed, 16 Apr 2025US$393.1bUS$371.4bUS$13.9b19.3x28.3x1.1x
Fri, 14 Mar 2025US$422.4bUS$371.1bUS$14.7b20.1x28.7x1.1x
Sun, 09 Feb 2025US$477.5bUS$370.7bUS$14.6b23.7x32.6x1.3x
Tue, 07 Jan 2025US$466.2bUS$368.1bUS$15.5b25.6x30x1.3x
Thu, 05 Dec 2024US$481.9bUS$369.6bUS$15.5b25.8x31x1.3x
Sat, 02 Nov 2024US$449.6bUS$369.8bUS$15.9b22.4x28.3x1.2x
Mon, 30 Sep 2024US$450.2bUS$323.2bUS$15.8b23.6x28.5x1.4x
Wed, 28 Aug 2024US$445.2bUS$324.2bUS$15.9b22.6x27.9x1.4x
Fri, 26 Jul 2024US$438.9bUS$329.0bUS$15.2b22.4x28.9x1.3x
Sun, 23 Jun 2024US$438.1bUS$329.5bUS$15.1b20.8x29x1.3x
Tue, 21 May 2024US$433.5bUS$331.4bUS$15.4b21.7x28.1x1.3x
Thu, 18 Apr 2024US$398.6bUS$338.7bUS$15.7b19.2x25.4x1.2x
Sat, 16 Mar 2024US$409.4bUS$339.9bUS$15.6b18.9x26.2x1.2x
Mon, 12 Feb 2024US$405.6bUS$342.1bUS$15.0b20.3x27.1x1.2x
Wed, 10 Jan 2024US$390.8bUS$350.3bUS$13.7b19.7x28.5x1.1x
Fri, 08 Dec 2023US$372.2bUS$353.4bUS$13.8b18.2x27.1x1.1x
Sun, 05 Nov 2023US$356.8bUS$353.1bUS$13.7b15.9x26x1x
Tue, 03 Oct 2023US$369.9bUS$358.4bUS$14.4b16.3x25.6x1x
Thu, 31 Aug 2023US$389.3bUS$360.3bUS$14.6b16.9x26.7x1.1x
Sat, 29 Jul 2023US$396.5bUS$361.1bUS$14.8b17.3x26.9x1.1x
Mon, 26 Jun 2023US$377.8bUS$362.8bUS$15.1b16.8x25x1x
Wed, 24 May 2023US$356.2bUS$362.4bUS$15.1b15.4x23.6x1x
Fri, 21 Apr 2023US$351.7bUS$361.3bUS$16.2b15.8x21.8x1x
Price to Earnings Ratio

21.8x


Total Market Cap: US$351.7bTotal Earnings: US$16.2bTotal Revenue: US$361.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electronic Equipment and Components Industry Price to Earnings3Y Average 32.3x202420252026
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 53.7x which is higher than its 3-year average PE of 32.3x.
  • The 3-year average PS ratio of 1.3x is lower than the industry's current PS ratio of 2.0x.
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 4.4% 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 Market4.25%
Tech6.48%
Electronic Equipment and Components14.67%
Electronic Components17.45%
Electronic Manufacturing Services15.77%
Technology Distributors9.92%
Electronic Equipment and Instruments9.06%
Industry PE
  • Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 53.2x.
    • Analysts are expecting annual earnings growth of 21.8%, which is higher than its past year's earnings growth of 7.8% per year.
  • Investors are most pessimistic about the Technology Distributors industry, which is trading close to its 3-year average of 16.2x.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Components industry, expecting annual earnings growth of 24% over the next 5 years.
  • However this is lower than its past earnings growth rate of 55% per year.
  • In contrast, the Technology Distributors 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
APH AmphenolUS$148.7215.8%
+US$25.0b		126.2%PE42.8x
GLW CorningUS$172.8216.4%
+US$20.9b		313.6%PE93x
COHR CoherentUS$313.4222.9%
+US$11.4b		454.3%PE318.4x
TEL TE ConnectivityUS$236.8812.3%
+US$7.6b		82.9%PE33.6x
KEYS Keysight TechnologiesUS$330.469.9%
+US$5.1b		141.4%PE57.8x

Latest News

APH
US$148.72
Amphenol
7D
15.8%
1Y
126.2%
FLEX
US$80.13
Flex
7D
17.5%
1Y
155.4%
JBL
US$305.97
Jabil
7D
12.1%
1Y
125.8%
ARLO
US$13.92
Arlo Technologies
7D
-1.6%
1Y
51.6%

ARLO: Share Repurchases Will Support Future Upside Over Multiyear Horizon

Analysts have kept their price target for Arlo Technologies steady at $21.50, with small tweaks to inputs like discount rate, revenue growth, profit margin, and forward P/E. These adjustments reflect refined views rather than a change in the overall valuation outlook.
AIOT
US$3.03
PowerFleet
7D
-5.9%
1Y
-36.6%

AIOT: South Africa Public Sector Contract Will Drive Bullish Reassessment

Analysts have kept their price target for PowerFleet steady at $13.00, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E that together still point to the same fair value estimate. What's in the News PowerFleet updated its full-year 2026 earnings guidance, with revenue now expected to be in the range of US$440m to US$445m, compared with prior guidance of US$435m to US$445m (Corporate Guidance).
DAKT
US$19.24
Daktronics
7D
-1.0%
1Y
54.0%

DAKT: New CEO And Major Venue Deals Will Support Future Upside

Analysts have made only a slight tweak to their Daktronics price target, keeping their fair value view at about $33 while fine tuning inputs such as the discount rate, revenue growth, profit margin, and future P/E assumptions to reflect updated modelling rather than a change in broad conviction. What's in the News Appointment of Ramesh Jayaraman as President and CEO, with former interim CEO Bradley T.
FN
US$681.68
Fabrinet
7D
22.2%
1Y
261.6%
GLW
US$172.82
Corning
7D
16.4%
1Y
313.6%

Corning: One Of The Most Intriguing Infrastructure Plays

Apr 09
COHR
US$313.42
Coherent
7D
22.9%
1Y
454.3%

COHR: AI Optics Demand And Nvidia Partnership Will Shape Future Risk Balance

Analysts have nudged the price target for Coherent higher by $40, citing stronger perceived earnings power tied to rising AI data center optical demand and capacity commitments from major customers. The model now reflects a slightly higher discount rate and future P/E, while keeping fair value unchanged at $284.25.
KEYS
US$330.46
Keysight Technologies
7D
9.9%
1Y
141.4%

KEYS: Future Returns Will Rely On Durable AI And Wireline Order Momentum

The analyst price target for Keysight Technologies has moved modestly higher to reflect a fair value estimate of about $306. Analysts point to stronger order momentum across AI, wireline, and aerospace and defense, along with updated revenue and earnings models following recent Q1 results.
LGL
US$6.85
LGL Group
7D
-2.3%
1Y
3.8%
TEL
US$236.88
TE Connectivity
7D
12.3%
1Y
82.9%

TEL: Future Buybacks And Margins Will Likely Keep Shares Fairly Priced

Analysts have trimmed their price target on TE Connectivity to $202.29 from $211.17, citing updated assumptions for slightly higher revenue growth and profit margins, along with a lower future P/E multiple. What's in the News Credo Technology Group Holding Ltd.
PRZO
US$0.69
ParaZero Technologies
7D
-7.4%
1Y
9.7%
SMX
US$5.04
SMX (Security Matters)
7D
-38.2%
1Y
-99.9%
MSAI
US$5.86
MultiSensor AI Holdings
7D
-37.6%
1Y
-83.3%
INVE
US$3.66
Identiv
7D
-1.3%
1Y
15.8%