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U.S. Electronic Equipment and Components Industry Analysis

UpdatedMay 08, 2025
DataAggregated Company Financials
Companies181
  • 7D4.2%
  • 3M-7.6%
  • 1Y6.9%
  • YTD-2.0%

In the last week, the Electronic Equipment and Components industry is up 2.5%, with Amphenol up 5.1%. This takes the industry's 12 month performance to a gain of 5.6%. As for the next few years, earnings are expected to grow by 19% 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, 08 May 2025US$439.8bUS$374.2bUS$13.3b20.2x33.1x1.2x
Sat, 05 Apr 2025US$388.1bUS$371.4bUS$13.9b18.4x27.9x1x
Mon, 03 Mar 2025US$455.9bUS$370.8bUS$14.8b22.1x30.8x1.2x
Wed, 29 Jan 2025US$472.9bUS$370.8bUS$14.4b25.5x32.9x1.3x
Fri, 27 Dec 2024US$470.0bUS$368.2bUS$15.5b26.1x30.3x1.3x
Sun, 24 Nov 2024US$479.5bUS$369.5bUS$15.5b24.5x30.9x1.3x
Tue, 22 Oct 2024US$459.2bUS$323.1bUS$15.9b23.7x28.9x1.4x
Thu, 19 Sep 2024US$434.3bUS$323.9bUS$15.8b22.5x27.5x1.3x
Sat, 17 Aug 2024US$430.0bUS$324.2bUS$15.8b22.1x27.2x1.3x
Mon, 15 Jul 2024US$450.9bUS$329.1bUS$15.0b22.2x30x1.4x
Wed, 12 Jun 2024US$430.3bUS$331.2bUS$15.2b20.6x28.3x1.3x
Fri, 10 May 2024US$421.9bUS$331.4bUS$15.3b20.7x27.6x1.3x
Sun, 07 Apr 2024US$419.2bUS$338.6bUS$15.7b18.6x26.7x1.2x
Tue, 05 Mar 2024US$420.8bUS$341.3bUS$15.0b19.4x28.1x1.2x
Thu, 01 Feb 2024US$406.8bUS$349.9bUS$15.1b19.2x26.9x1.2x
Sat, 30 Dec 2023US$410.3bUS$352.2bUS$13.7b20.9x29.9x1.2x
Mon, 27 Nov 2023US$370.5bUS$353.4bUS$13.8b18x26.8x1x
Wed, 25 Oct 2023US$342.9bUS$358.4bUS$14.4b16.7x23.8x1x
Fri, 22 Sep 2023US$364.6bUS$360.4bUS$14.6b15.8x25x1x
Sun, 20 Aug 2023US$373.3bUS$360.3bUS$14.6b16.6x25.6x1x
Tue, 18 Jul 2023US$397.8bUS$361.5bUS$15.1b16.5x26.4x1.1x
Thu, 15 Jun 2023US$382.9bUS$362.6bUS$15.1b15.7x25.4x1.1x
Sat, 13 May 2023US$346.7bUS$361.5bUS$14.9b16.5x23.3x1x
Mon, 10 Apr 2023US$357.5bUS$361.4bUS$16.1b16.5x22.2x1x
Wed, 08 Mar 2023US$368.2bUS$359.3bUS$16.0b17x23.1x1x
Fri, 03 Feb 2023US$392.1bUS$356.8bUS$16.1b17.3x24.4x1.1x
Sun, 01 Jan 2023US$341.7bUS$354.0bUS$16.5b15.4x20.7x1x
Tue, 29 Nov 2022US$354.7bUS$352.9bUS$16.6b16.2x21.4x1x
Thu, 27 Oct 2022US$341.2bUS$345.2bUS$16.7b15.2x20.4x1x
Sat, 24 Sep 2022US$327.0bUS$334.5bUS$16.7b14.2x19.6x1x
Mon, 22 Aug 2022US$383.5bUS$334.3bUS$16.8b16.6x22.9x1.1x
Wed, 20 Jul 2022US$337.9bUS$326.6bUS$15.8b17.3x21.4x1x
Fri, 17 Jun 2022US$330.0bUS$316.4bUS$15.6b16x21.2x1x
Sun, 15 May 2022US$359.5bUS$317.1bUS$15.9b15.4x22.7x1.1x
Price to Earnings Ratio

22.7x


Total Market Cap: US$359.5bTotal Earnings: US$15.9bTotal Revenue: US$317.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electronic Equipment and Components Industry Price to Earnings3Y Average 25.9x202320242025
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 32.9x which is higher than its 3-year average PE of 25.9x.
  • 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 declined 5.2% per year over the last three years.
  • Meanwhile revenues for these companies have grown 5.6% 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, which has decreased profits.

Industry Trends

Which industries have driven the changes within the U.S. Tech industry?

US Market1.22%
Tech2.86%
Electronic Equipment and Components4.21%
Technology Distributors5.70%
Electronic Manufacturing Services4.35%
Electronic Components3.96%
Electronic Equipment and Instruments3.79%
Industry PE
  • Investors are most optimistic about the Electronic Components industry which is trading above its 3-year average PE ratio of 37.1x.
    • Analysts are expecting annual earnings growth of 23.4%, which is higher than its past year's earnings decline of 29.8% 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 14.7x.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Components industry, expecting annual earnings growth of 23% over the next 5 years.
  • This is better than its past earnings decline of 30% per year.
  • In contrast, the Electronic Equipment and Instruments 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$80.845.1%
+US$4.7b
27.7%PE37.4x
GLW CorningUS$44.851.1%
+US$2.5b
32.2%PE84.6x
CDW CDWUS$175.529.3%
+US$2.0b
-20.3%PE21.3x
FLEX FlexUS$37.9510.5%
+US$1.4b
32.9%PE17.3x
TRMB TrimbleUS$66.306.7%
+US$992.5m
17.3%PE10.5x
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Latest News

FLEX

US$37.95

Flex

7D

10.5%

1Y

32.9%

CDW

US$175.52

CDW

7D

9.3%

1Y

-20.3%

VSH

US$12.13

Vishay Intertechnology

7D

-6.6%

1Y

-46.3%

EVLV

US$4.05

Evolv Technologies Holdings

7D

-7.7%

1Y

4.9%

TRMB

US$66.30

Trimble

7D

6.7%

1Y

17.3%

IPGP

US$57.88

IPG Photonics

7D

-3.4%

1Y

-35.1%

VPG

US$22.90

Vishay Precision Group

7D

-8.2%

1Y

-26.9%

ITRI

US$106.31

Itron

7D

-4.5%

1Y

-2.5%

TEL

US$149.69

TE Connectivity

7D

2.3%

1Y

3.4%

VUZI

US$1.75

Vuzix

7D

-17.8%

1Y

36.7%

SHMD

US$3.62

SCHMID Group

7D

-10.6%

1Y

5.5%