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U.S. Electronic Equipment and Components Industry Analysis
UpdatedMar 28, 2025
DataAggregated Company Financials
Companies182
- 7D-1.2%
- 3M-7.2%
- 1Y3.0%
- YTD-5.2%
Over the last 7 days, the Electronic Equipment and Components industry has dropped 1.2%, driven by declines in TD SYNNEX and Corning of 17% and 4.3%, respectively. As for the longer term, the industry's performance has been flat for the past year. Looking forward, 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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 28 Mar 2025 | US$439.7b | US$371.6b | US$13.9b | 21.2x | 31.7x | 1.2x |
| Sun, 23 Feb 2025 | US$467.4b | US$370.9b | US$14.8b | 23.8x | 31.6x | 1.3x |
| Tue, 21 Jan 2025 | US$478.3b | US$369.6b | US$15.6b | 25.9x | 30.8x | 1.3x |
| Thu, 19 Dec 2024 | US$475.4b | US$369.6b | US$15.6b | 24.9x | 30.5x | 1.3x |
| Sat, 16 Nov 2024 | US$468.1b | US$369.6b | US$15.8b | 23.2x | 29.6x | 1.3x |
| Mon, 14 Oct 2024 | US$457.1b | US$323.1b | US$15.9b | 24.1x | 28.8x | 1.4x |
| Wed, 11 Sep 2024 | US$413.6b | US$323.9b | US$15.8b | 21.6x | 26.2x | 1.3x |
| Fri, 09 Aug 2024 | US$397.8b | US$325.2b | US$15.7b | 21.2x | 25.4x | 1.2x |
| Sun, 07 Jul 2024 | US$428.0b | US$329.2b | US$15.1b | 21.3x | 28.3x | 1.3x |
| Tue, 04 Jun 2024 | US$432.8b | US$331.3b | US$15.3b | 21.3x | 28.4x | 1.3x |
| Thu, 02 May 2024 | US$409.0b | US$333.6b | US$15.6b | 18.9x | 26.3x | 1.2x |
| Sat, 30 Mar 2024 | US$423.1b | US$338.7b | US$15.7b | 19.1x | 27x | 1.2x |
| Mon, 26 Feb 2024 | US$408.0b | US$341.1b | US$14.9b | 19x | 27.3x | 1.2x |
| Wed, 24 Jan 2024 | US$396.7b | US$350.3b | US$13.7b | 19.7x | 29x | 1.1x |
| Fri, 22 Dec 2023 | US$399.3b | US$352.2b | US$13.7b | 21.2x | 29.1x | 1.1x |
| Sun, 19 Nov 2023 | US$367.4b | US$353.7b | US$13.9b | 18.7x | 26.4x | 1x |
| Tue, 17 Oct 2023 | US$364.2b | US$358.4b | US$14.4b | 17x | 25.3x | 1x |
| Thu, 14 Sep 2023 | US$374.3b | US$360.4b | US$14.6b | 16.4x | 25.6x | 1x |
| Sat, 12 Aug 2023 | US$386.1b | US$359.6b | US$15.0b | 16.6x | 25.8x | 1.1x |
| Mon, 10 Jul 2023 | US$392.7b | US$361.6b | US$15.0b | 17.1x | 26.1x | 1.1x |
| Wed, 07 Jun 2023 | US$368.6b | US$362.6b | US$15.1b | 16.4x | 24.4x | 1x |
| Fri, 05 May 2023 | US$341.7b | US$359.8b | US$15.1b | 16.2x | 22.6x | 0.9x |
| Sun, 02 Apr 2023 | US$376.7b | US$361.3b | US$16.2b | 17.2x | 23.3x | 1x |
| Tue, 28 Feb 2023 | US$367.9b | US$359.2b | US$15.9b | 16.9x | 23.2x | 1x |
| Thu, 26 Jan 2023 | US$375.7b | US$354.7b | US$16.6b | 16.9x | 22.6x | 1.1x |
| Sat, 24 Dec 2022 | US$337.2b | US$354.0b | US$16.5b | 15.4x | 20.4x | 1x |
| Mon, 21 Nov 2022 | US$357.6b | US$353.0b | US$16.6b | 16.5x | 21.6x | 1x |
| Wed, 19 Oct 2022 | US$332.4b | US$346.3b | US$16.9b | 14.7x | 19.7x | 1x |
| Fri, 16 Sep 2022 | US$348.0b | US$334.5b | US$16.7b | 15.3x | 20.9x | 1x |
| Sun, 14 Aug 2022 | US$386.1b | US$333.9b | US$16.7b | 15.8x | 23.2x | 1.2x |
| Tue, 12 Jul 2022 | US$332.6b | US$326.6b | US$15.8b | 16.1x | 21.1x | 1x |
| Thu, 09 Jun 2022 | US$372.0b | US$316.0b | US$15.7b | 18x | 23.6x | 1.2x |
| Sat, 07 May 2022 | US$367.6b | US$315.7b | US$15.6b | 15.4x | 23.5x | 1.2x |
| Mon, 04 Apr 2022 | US$372.3b | US$287.0b | US$13.9b | 16.7x | 26.8x | 1.3x |
Price to Earnings Ratio
26.8x
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 31.7x 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 | 0.34% | |
| Tech | -1.03% | |
| Electronic Equipment and Components | -1.21% | |
| Electronic Components | 0.055% | |
| Electronic Equipment and Instruments | -0.55% | |
| Electronic Manufacturing Services | -1.58% | |
| Technology Distributors | -5.21% | |
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 25.2%, 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| APH Amphenol | US$68.17 | 2.7% +US$2.2b | 18.2% | PE34.1x | |
| TDY Teledyne Technologies | US$506.91 | 1.5% +US$356.9m | 18.1% | PE29x | |
| TEL TE Connectivity | US$147.11 | 0.6% +US$247.6m | 1.3% | PE22.9x | |
| AEVA Aeva Technologies | US$6.38 | 52.3% +US$123.3m | 62.3% | PS38.5x | |
| OUST Ouster | US$9.98 | 19.1% +US$119.5m | 25.7% | PS4.8x |
