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U.S. Electronic Equipment and Components Industry Analysis

UpdatedJun 28, 2026
DataAggregated Company Financials
Companies182
  • 7D-0.4%
  • 3M43.2%
  • 1Y91.0%
  • YTD47.1%

The Electronic Equipment and Components is pretty flat in the last 7 days, but Corning has stood out, gaining 13%. The past year has been better, since the industry has gained 91% in that time. 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
Sun, 28 Jun 2026US$973.1bUS$433.6bUS$17.6b31.2x55.4x2.2x
Tue, 26 May 2026US$907.0bUS$427.9bUS$17.3b30x52.4x2.1x
Thu, 23 Apr 2026US$871.8bUS$411.8bUS$16.3b27.5x53.5x2.1x
Sat, 21 Mar 2026US$728.3bUS$408.4bUS$15.4b28.5x47.3x1.8x
Mon, 16 Feb 2026US$750.7bUS$404.8bUS$15.0b28.3x50.1x1.9x
Wed, 14 Jan 2026US$670.1bUS$395.3bUS$16.0b27.1x41.8x1.7x
Fri, 12 Dec 2025US$694.6bUS$396.0bUS$16.3b25.8x42.5x1.8x
Sun, 09 Nov 2025US$660.2bUS$395.9bUS$16.0b25.3x41.2x1.7x
Tue, 07 Oct 2025US$626.1bUS$388.4bUS$13.7b25.2x45.7x1.6x
Thu, 04 Sep 2025US$575.8bUS$386.6bUS$13.5b23.1x42.7x1.5x
Sat, 02 Aug 2025US$569.8bUS$383.9bUS$15.0b22.8x37.9x1.5x
Mon, 30 Jun 2025US$530.2bUS$377.8bUS$13.5b23.6x39.2x1.4x
Wed, 28 May 2025US$474.3bUS$375.7bUS$13.4b22.4x35.4x1.3x
Fri, 25 Apr 2025US$408.1bUS$373.3bUS$13.6b20.4x30x1.1x
Sun, 23 Mar 2025US$437.8bUS$371.0bUS$13.9b20.4x31.4x1.2x
Tue, 18 Feb 2025US$477.2bUS$370.8bUS$14.8b23.9x32.2x1.3x
Thu, 16 Jan 2025US$467.2bUS$369.6bUS$15.6b25.8x30x1.3x
Sat, 14 Dec 2024US$481.0bUS$369.6bUS$15.6b26.4x30.8x1.3x
Mon, 11 Nov 2024US$489.6bUS$369.8bUS$15.8b24.5x30.9x1.3x
Wed, 09 Oct 2024US$443.5bUS$323.1bUS$15.9b24.2x28x1.4x
Fri, 06 Sep 2024US$422.5bUS$323.9bUS$15.9b21.8x26.7x1.3x
Sun, 04 Aug 2024US$405.0bUS$325.4bUS$14.5b22.2x28x1.2x
Tue, 02 Jul 2024US$430.5bUS$329.2bUS$15.1b21.4x28.5x1.3x
Thu, 30 May 2024US$435.9bUS$331.2bUS$15.3b21x28.6x1.3x
Sat, 27 Apr 2024US$409.8bUS$338.7bUS$15.9b18.8x25.8x1.2x
Mon, 25 Mar 2024US$417.7bUS$339.8bUS$15.7b19x26.7x1.2x
Wed, 21 Feb 2024US$402.8bUS$341.3bUS$15.0b19.1x26.8x1.2x
Fri, 19 Jan 2024US$388.9bUS$350.3bUS$13.7b19.2x28.4x1.1x
Sun, 17 Dec 2023US$404.4bUS$352.2bUS$13.7b20.9x29.5x1.1x
Tue, 14 Nov 2023US$354.7bUS$353.6bUS$13.9b18.2x25.5x1x
Thu, 12 Oct 2023US$371.8bUS$358.4bUS$14.4b17.2x25.8x1x
Sat, 09 Sep 2023US$377.5bUS$360.4bUS$14.6b15.6x25.8x1x
Mon, 07 Aug 2023US$389.7bUS$359.4bUS$15.1b16.8x25.8x1.1x
Wed, 05 Jul 2023US$395.4bUS$361.6bUS$15.0b17.5x26.3x1.1x
Price to Earnings Ratio

26.3x


Total Market Cap: US$395.4bTotal Earnings: US$15.0bTotal Revenue: US$361.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electronic Equipment and Components Industry Price to Earnings3Y Average 34.3x202420252026
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 55.4x which is higher than its 3-year average PE of 34.3x.
  • The 3-year average PS ratio of 1.4x is lower than the industry's current PS ratio of 2.2x.
Past Earnings Growth
  • The earnings for companies in the Electronic industry have grown 5.3% per year over the last three years.
  • Revenues for these companies have grown 6.2% 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 Market-2.52%
Tech-5.78%
Electronic Equipment and Components-0.38%
Electronic Components3.69%
Technology Distributors-2.79%
Electronic Equipment and Instruments-3.60%
Electronic Manufacturing Services-5.50%
Industry PE
  • Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 55.9x.
    • Analysts are expecting annual earnings growth of 25.1%, 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 16.7x.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Components industry, expecting annual earnings growth of 29% 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 19% 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$221.0513.4%
+US$22.5b		326.6%PE105.1x
ZBRA Zebra TechnologiesUS$251.536.6%
+US$740.7m		-18.7%PE28.7x
CDW CDWUS$133.303.8%
+US$629.8m		-24.9%PE15.8x
RAL RalliantUS$72.175.9%
+US$446.6m		36.2%PS3.8x
NSIT Insight EnterprisesUS$119.4910.2%
+US$333.8m		-11.5%PE20.1x

Latest News

TTMI
US$191.49
TTM Technologies
7D
-11.5%
1Y
375.8%
SNX
US$266.27
TD SYNNEX
7D
-6.4%
1Y
97.6%
FN
US$524.79
Fabrinet
7D
-8.5%
1Y
77.5%
VSH
US$56.35
Vishay Intertechnology
7D
-13.2%
1Y
253.1%
KEYS
US$328.66
Keysight Technologies
7D
-9.6%
1Y
100.0%
RAL
US$72.17
Ralliant
7D
5.9%
1Y
36.2%
Narrative Update • Jun 26

RAL: Buybacks And Margin Assumptions Will Shape A Balanced Outlook

Analysts have lifted their price target on Ralliant to $68.55 from $51.00, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E as the main drivers behind the change. What's in the News for Ralliant Ralliant issued earnings guidance for the second quarter of 2026, with expected revenue in a range of $540 million to $556 million.
GLW
US$221.05
Corning
7D
13.4%
1Y
326.6%
JBL
US$358.60
Jabil
7D
-3.6%
1Y
65.0%
Narrative Update • Jun 26

JBL: AI Infrastructure And India Expansion Will Drive Balanced Long-Term Outlook

Analysts have lifted their price target for Jabil from about $287 to roughly $378, reflecting updated assumptions around higher revenue growth, a modestly stronger profit margin profile, and a slightly lower projected P/E multiple. What’s in the News for Jabil Jabil reported fiscal Q3 2026 results that exceeded Wall Street expectations, with earnings per share of US$3.16 and revenue of about US$8.8b.
MEI
US$19.16
Methode Electronics
7D
36.7%
1Y
102.3%
COHR
US$380.56
Coherent
7D
-2.3%
1Y
336.3%
Seeking Alpha • Jun 24

Coherent: Yes, It's Expensive -- That's Kind Of The Point

Summary Coherent Corp. has surged 196% since my last coverage, significantly outperforming the benchmark. I remain bullish on COHR due to its essential high-speed connectivity solutions for data centers and persistent demand. COHR benefits from multiple long-term tailwinds, supporting expectations for robust top and bottom-line growth. Despite a premium valuation, I maintain a Buy rating, anticipating further upside if bullish catalysts materialize. Read the full article on Seeking Alpha
BMI
US$140.88
Badger Meter
7D
4.0%
1Y
-42.7%
TDY
US$624.29
Teledyne Technologies
7D
0.8%
1Y
22.5%
ZBRA
US$251.53
Zebra Technologies
7D
6.6%
1Y
-18.7%
NSIT
US$119.49
Insight Enterprises
7D
10.2%
1Y
-11.5%
CDW
US$133.30
CDW
7D
3.8%
1Y
-24.9%
Narrative Update • Jun 18

CDW: AI Demand And Buybacks Will Support Future Stock Upside

CDW's analyst price target has been revised from about $195 to around $189, as analysts factor in slightly lower assumed revenue growth and a higher discount rate. This is partly offset by expectations for steadier profit margins and a somewhat lower future P/E multiple.
TEL
US$197.74
TE Connectivity
7D
-9.1%
1Y
18.5%
Narrative Update • Jun 13

TEL: AI Connectivity And Buybacks Will Drive Multi Year Upside

Analysts have nudged their price target on TE Connectivity slightly higher to $263.47 from $263.32, reflecting updated views on fair value, discount rate assumptions, profit margins and future P/E multiples. What's in the News TE Connectivity shares recently moved higher, with investors focusing on the company’s role in high speed connectivity for AI and data center infrastructure, according to recent news reports.