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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. Over the last year, the industry has been flat overall. As for the next few years, earnings are expected to grow by 18% 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
Fri, 28 Mar 2025US$439.7bUS$371.6bUS$13.9b21.2x31.7x1.2x
Sun, 23 Feb 2025US$467.4bUS$370.9bUS$14.8b23.8x31.6x1.3x
Tue, 21 Jan 2025US$478.3bUS$369.6bUS$15.6b25.9x30.8x1.3x
Thu, 19 Dec 2024US$475.4bUS$369.6bUS$15.6b24.9x30.5x1.3x
Sat, 16 Nov 2024US$468.1bUS$369.6bUS$15.8b23.2x29.6x1.3x
Mon, 14 Oct 2024US$457.1bUS$323.1bUS$15.9b24.1x28.8x1.4x
Wed, 11 Sep 2024US$413.6bUS$323.9bUS$15.8b21.6x26.2x1.3x
Fri, 09 Aug 2024US$397.8bUS$325.2bUS$15.7b21.2x25.4x1.2x
Sun, 07 Jul 2024US$428.0bUS$329.2bUS$15.1b21.3x28.3x1.3x
Tue, 04 Jun 2024US$432.8bUS$331.3bUS$15.3b21.3x28.4x1.3x
Thu, 02 May 2024US$409.0bUS$333.6bUS$15.6b18.9x26.3x1.2x
Sat, 30 Mar 2024US$423.1bUS$338.7bUS$15.7b19.1x27x1.2x
Mon, 26 Feb 2024US$408.0bUS$341.1bUS$14.9b19x27.3x1.2x
Wed, 24 Jan 2024US$396.7bUS$350.3bUS$13.7b19.7x29x1.1x
Fri, 22 Dec 2023US$399.3bUS$352.2bUS$13.7b21.2x29.1x1.1x
Sun, 19 Nov 2023US$367.4bUS$353.7bUS$13.9b18.7x26.4x1x
Tue, 17 Oct 2023US$364.2bUS$358.4bUS$14.4b17x25.3x1x
Thu, 14 Sep 2023US$374.3bUS$360.4bUS$14.6b16.4x25.6x1x
Sat, 12 Aug 2023US$386.1bUS$359.6bUS$15.0b16.6x25.8x1.1x
Mon, 10 Jul 2023US$392.7bUS$361.6bUS$15.0b17.1x26.1x1.1x
Wed, 07 Jun 2023US$368.6bUS$362.6bUS$15.1b16.4x24.4x1x
Fri, 05 May 2023US$341.7bUS$359.8bUS$15.1b16.2x22.6x0.9x
Sun, 02 Apr 2023US$376.7bUS$361.3bUS$16.2b17.2x23.3x1x
Tue, 28 Feb 2023US$367.9bUS$359.2bUS$15.9b16.9x23.2x1x
Thu, 26 Jan 2023US$375.7bUS$354.7bUS$16.6b16.9x22.6x1.1x
Sat, 24 Dec 2022US$337.2bUS$354.0bUS$16.5b15.4x20.4x1x
Mon, 21 Nov 2022US$357.6bUS$353.0bUS$16.6b16.5x21.6x1x
Wed, 19 Oct 2022US$332.4bUS$346.3bUS$16.9b14.7x19.7x1x
Fri, 16 Sep 2022US$348.0bUS$334.5bUS$16.7b15.3x20.9x1x
Sun, 14 Aug 2022US$386.1bUS$333.9bUS$16.7b15.8x23.2x1.2x
Tue, 12 Jul 2022US$332.6bUS$326.6bUS$15.8b16.1x21.1x1x
Thu, 09 Jun 2022US$372.0bUS$316.0bUS$15.7b18x23.6x1.2x
Sat, 07 May 2022US$367.6bUS$315.7bUS$15.6b15.4x23.5x1.2x
Mon, 04 Apr 2022US$372.3bUS$287.0bUS$13.9b16.7x26.8x1.3x
Price to Earnings Ratio

26.8x


Total Market Cap: US$372.3bTotal 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 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 Market0.34%
Tech-1.03%
Electronic Equipment and Components-1.21%
Electronic Components0.055%
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?

CompanyLast Price7D1YValuation
APH AmphenolUS$68.172.7%
+US$2.2b		18.2%PE34.1x
TDY Teledyne TechnologiesUS$506.911.5%
+US$356.9m		18.1%PE29x
TEL TE ConnectivityUS$147.110.6%
+US$247.6m		1.3%PE22.9x
AEVA Aeva TechnologiesUS$6.3852.3%
+US$123.3m		62.3%PS38.5x
OUST OusterUS$9.9819.1%
+US$119.5m		25.7%PS4.8x
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Latest News

PAR

US$62.59

PAR Technology

7D

2.6%

1Y

38.0%

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Mar 28
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AEVA

US$6.38

Aeva Technologies

7D

52.3%

1Y

62.3%

RCAT

US$6.00

Red Cat Holdings

7D

10.7%

1Y

684.3%

SNX

US$107.54

TD SYNNEX

7D

-17.0%

1Y

-4.9%

OUST

US$9.98

Ouster

7D

19.1%

1Y

25.7%

GLW

US$46.56

Corning

7D

-4.3%

1Y

41.3%

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US$104.31

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7D

1.5%

1Y

12.6%

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JBL

US$139.40

Jabil

7D

-3.1%

1Y

4.1%

FN

US$206.60

Fabrinet

7D

-7.0%

1Y

9.3%

TDY

US$506.91

Teledyne Technologies

7D

1.5%

1Y

18.1%

APH

US$68.17

Amphenol

7D

2.7%

1Y

18.2%

INGM

US$18.22

Ingram Micro Holding

7D

-6.2%

1Y

n/a

TRMB

US$67.98

Trimble

7D

-3.8%

1Y

5.6%

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TEL

US$147.11

TE Connectivity

7D

0.6%

1Y

1.3%

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FLEX

US$34.46

Flex

7D

-4.4%

1Y

20.4%

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Mar 16
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CDW

US$163.84

CDW

7D

-2.5%

1Y

-35.9%

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