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U.S. Electronic Equipment and Components Industry Analysis

UpdatedApr 16, 2026
DataAggregated Company Financials
Companies183
  • 7D5.2%
  • 3M19.0%
  • 1Y126.1%
  • YTD27.1%

The Electronic Equipment and Components industry is up 5.2% in the last week, with Amphenol up 8.6%. This means that the industry has gained 126% over the past year. As for the next few years, earnings are expected to grow by 22% 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
Thu, 16 Apr 2026US$853.0bUS$411.1bUS$15.5b32.4x55.2x2.1x
Sat, 14 Mar 2026US$712.2bUS$406.8bUS$15.3b28.6x46.4x1.8x
Mon, 09 Feb 2026US$720.0bUS$404.3bUS$15.6b27.4x46x1.8x
Wed, 07 Jan 2026US$654.4bUS$393.7bUS$16.0b25.7x41x1.7x
Fri, 05 Dec 2025US$661.0bUS$396.0bUS$16.3b24.9x40.5x1.7x
Sun, 02 Nov 2025US$668.3bUS$393.9bUS$15.3b24.3x43.7x1.7x
Tue, 30 Sep 2025US$622.2bUS$388.8bUS$13.6b23.8x45.6x1.6x
Thu, 28 Aug 2025US$582.2bUS$386.6bUS$13.5b23.6x43.1x1.5x
Sat, 26 Jul 2025US$562.7bUS$382.4bUS$14.7b23.8x38.2x1.5x
Mon, 23 Jun 2025US$501.5bUS$376.8bUS$13.5b23.7x37.1x1.3x
Wed, 21 May 2025US$483.6bUS$375.5bUS$13.3b22.5x36.3x1.3x
Fri, 18 Apr 2025US$388.6bUS$371.4bUS$13.9b19.4x27.9x1x
Sun, 16 Mar 2025US$427.3bUS$371.1bUS$14.7b20.4x29x1.2x
Tue, 11 Feb 2025US$478.0bUS$370.7bUS$14.6b23.8x32.7x1.3x
Thu, 09 Jan 2025US$470.7bUS$368.1bUS$15.5b25.8x30.3x1.3x
Sat, 07 Dec 2024US$483.4bUS$369.6bUS$15.6b26.3x31x1.3x
Mon, 04 Nov 2024US$456.2bUS$369.8bUS$15.9b22.4x28.7x1.2x
Wed, 02 Oct 2024US$450.5bUS$323.1bUS$15.8b23.7x28.5x1.4x
Fri, 30 Aug 2024US$440.7bUS$324.0bUS$15.9b22.7x27.6x1.4x
Sun, 28 Jul 2024US$441.7bUS$328.2bUS$15.1b22.6x29.3x1.3x
Tue, 25 Jun 2024US$438.1bUS$329.5bUS$15.1b20.7x29x1.3x
Thu, 23 May 2024US$437.8bUS$331.2bUS$15.3b21.4x28.7x1.3x
Sat, 20 Apr 2024US$396.7bUS$338.7bUS$15.7b19x25.3x1.2x
Mon, 18 Mar 2024US$405.2bUS$339.9bUS$15.6b18.9x25.9x1.2x
Wed, 14 Feb 2024US$395.1bUS$342.2bUS$15.1b18.9x26.2x1.2x
Fri, 12 Jan 2024US$391.9bUS$350.3bUS$13.7b19.7x28.6x1.1x
Sun, 10 Dec 2023US$378.3bUS$353.4bUS$13.8b18.6x27.5x1.1x
Tue, 07 Nov 2023US$356.8bUS$353.1bUS$13.7b15.8x26x1x
Thu, 05 Oct 2023US$367.7bUS$358.4bUS$14.4b16.1x25.5x1x
Sat, 02 Sep 2023US$391.8bUS$360.3bUS$14.6b16.9x26.8x1.1x
Mon, 31 Jul 2023US$394.4bUS$361.1bUS$14.8b17.3x26.7x1.1x
Wed, 28 Jun 2023US$385.0bUS$361.6bUS$15.1b16.9x25.5x1.1x
Fri, 26 May 2023US$350.9bUS$362.4bUS$15.1b15.4x23.3x1x
Sun, 23 Apr 2023US$351.3bUS$361.4bUS$16.2b16.1x21.7x1x
Price to Earnings Ratio

21.7x


Total Market Cap: US$351.3bTotal Earnings: US$16.2bTotal Revenue: US$361.4bTotal 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 55.2x 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 2.1x.
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 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 Market3.42%
Tech7.00%
Electronic Equipment and Components5.16%
Electronic Manufacturing Services6.73%
Electronic Components6.16%
Technology Distributors3.89%
Electronic Equipment and Instruments1.69%
Industry PE
  • Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 53.3x.
    • Analysts are expecting annual earnings growth of 21.9%, 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 35% per year.
  • In contrast, the Technology Distributors industry is expected to see its earnings grow by 13% 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$146.988.6%
+US$14.3b		126.9%PE42.3x
COHR CoherentUS$308.209.4%
+US$5.2b		455.8%PE313.1x
TEL TE ConnectivityUS$234.155.0%
+US$3.3b		84.5%PE33.3x
GLW CorningUS$168.271.9%
+US$2.7b		307.6%PE90.6x
FN FabrinetUS$685.8112.4%
+US$2.7b		267.3%PE65.2x

Latest News

TDY
US$634.77
Teledyne Technologies
7D
-3.9%
1Y
37.7%
FLEX
US$78.43
Flex
7D
7.2%
1Y
153.6%
PLUS
US$80.79
ePlus
7D
-0.6%
1Y
38.8%
JBL
US$304.95
Jabil
7D
6.2%
1Y
127.8%

Jabil: A Quiet Compounder Powering The AI Infrastructure Boom

Apr 15
APH
US$146.98
Amphenol
7D
8.6%
1Y
126.9%
VNT
US$36.40
Vontier
7D
-1.3%
1Y
21.2%
MPTI
US$66.00
M-tron Industries
7D
-3.3%
1Y
35.6%

MPTI: Acquisitions And Defense Contract Will Guide A Measured Future Outlook

Analysts have trimmed their price target on M-tron Industries from $76.50 to $75.00. This reflects modest tweaks to fair value inputs, discount rate and forward P/E assumptions rather than a major shift in the underlying view of the business.
DAKT
US$19.08
Daktronics
7D
-6.0%
1Y
54.4%

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$685.81
Fabrinet
7D
12.4%
1Y
267.3%
GLW
US$168.27
Corning
7D
1.9%
1Y
307.6%

Corning: One Of The Most Intriguing Infrastructure Plays

Apr 09
COHR
US$308.20
Coherent
7D
9.4%
1Y
455.8%

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$325.25
Keysight Technologies
7D
2.2%
1Y
141.3%

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.
MIR
US$19.76
Mirion Technologies
7D
-1.9%
1Y
42.8%

MIR: Artemis II Radiation Role And 2026 Guidance Will Support Long Term Upside

Analysts have trimmed their price target on Mirion Technologies slightly to $28.10 from $28.80, pointing to modest tweaks in fair value, discount rate and future P/E assumptions, while keeping revenue growth and profit margin expectations broadly in line. What's in the News Mirion’s Crew Active Dosimeters will be carried by astronauts on NASA’s Artemis II mission to provide personal, time resolved radiation monitoring during the first crewed flight of the program, after previously being used with ATOM phantoms on Artemis I (Key Developments).
POAS
US$1.83
Phaos Technology Holdings (Cayman)
7D
-5.7%
1Y
n/a
TEL
US$234.15
TE Connectivity
7D
5.0%
1Y
84.5%

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.
WRAP
US$1.43
Wrap Technologies
7D
-4.0%
1Y
1.4%