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U.S. Electronic Equipment and Components Industry Analysis
UpdatedMar 25, 2025
DataAggregated Company Financials
Companies183
- 7D4.2%
- 3M-4.1%
- 1Y9.1%
- YTD-1.1%
In the last week, the Electronic Equipment and Components industry is up 4.2%, with Amphenol up 8.5%. This means that the industry has gained 9.1% over the past year. 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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 25 Mar 2025 | US$438.5b | US$371.0b | US$13.9b | 21.4x | 31.5x | 1.2x |
| Thu, 20 Feb 2025 | US$477.2b | US$370.8b | US$14.8b | 23.9x | 32.2x | 1.3x |
| Sat, 18 Jan 2025 | US$475.2b | US$369.6b | US$15.6b | 25.9x | 30.6x | 1.3x |
| Mon, 16 Dec 2024 | US$478.3b | US$369.6b | US$15.6b | 26.4x | 30.6x | 1.3x |
| Wed, 13 Nov 2024 | US$487.1b | US$369.8b | US$15.8b | 24.2x | 30.7x | 1.3x |
| Fri, 11 Oct 2024 | US$454.1b | US$323.1b | US$15.9b | 23.7x | 28.6x | 1.4x |
| Sun, 08 Sep 2024 | US$410.6b | US$323.9b | US$15.8b | 21.6x | 26x | 1.3x |
| Tue, 06 Aug 2024 | US$405.6b | US$325.4b | US$14.5b | 21.3x | 28x | 1.2x |
| Thu, 04 Jul 2024 | US$429.4b | US$329.2b | US$15.1b | 21.8x | 28.4x | 1.3x |
| Sat, 01 Jun 2024 | US$433.0b | US$331.3b | US$15.3b | 21.5x | 28.4x | 1.3x |
| Mon, 29 Apr 2024 | US$409.9b | US$338.7b | US$15.9b | 18.8x | 25.8x | 1.2x |
| Wed, 27 Mar 2024 | US$416.0b | US$338.7b | US$15.7b | 18.8x | 26.6x | 1.2x |
| Fri, 23 Feb 2024 | US$401.1b | US$341.1b | US$14.9b | 19x | 26.9x | 1.2x |
| Sun, 21 Jan 2024 | US$390.4b | US$350.3b | US$13.7b | 19.4x | 28.5x | 1.1x |
| Tue, 19 Dec 2023 | US$404.4b | US$352.2b | US$13.7b | 21.1x | 29.5x | 1.1x |
| Thu, 16 Nov 2023 | US$367.6b | US$353.6b | US$13.9b | 19x | 26.5x | 1x |
| Sat, 14 Oct 2023 | US$358.6b | US$358.4b | US$14.4b | 16.7x | 24.9x | 1x |
| Mon, 11 Sep 2023 | US$374.6b | US$360.4b | US$14.6b | 15.6x | 25.6x | 1x |
| Wed, 09 Aug 2023 | US$390.2b | US$359.5b | US$15.1b | 17.5x | 25.8x | 1.1x |
| Fri, 07 Jul 2023 | US$390.0b | US$361.6b | US$15.0b | 17x | 25.9x | 1.1x |
| Sun, 04 Jun 2023 | US$370.3b | US$362.6b | US$15.1b | 16.6x | 24.5x | 1x |
| Tue, 02 May 2023 | US$348.9b | US$361.3b | US$15.6b | 15.5x | 22.4x | 1x |
| Thu, 30 Mar 2023 | US$364.8b | US$359.7b | US$15.9b | 16.7x | 22.9x | 1x |
| Sat, 25 Feb 2023 | US$366.1b | US$359.2b | US$15.9b | 16.9x | 23.1x | 1x |
| Mon, 23 Jan 2023 | US$371.5b | US$354.7b | US$16.6b | 16.6x | 22.4x | 1x |
| Wed, 21 Dec 2022 | US$338.4b | US$354.0b | US$16.5b | 15.6x | 20.5x | 1x |
| Fri, 18 Nov 2022 | US$353.6b | US$352.8b | US$16.6b | 16.3x | 21.3x | 1x |
| Sun, 16 Oct 2022 | US$317.8b | US$346.3b | US$16.9b | 14.1x | 18.8x | 0.9x |
| Tue, 13 Sep 2022 | US$366.9b | US$334.5b | US$16.7b | 15.9x | 22x | 1.1x |
| Thu, 11 Aug 2022 | US$379.0b | US$332.7b | US$16.5b | 15.5x | 23x | 1.1x |
| Sat, 09 Jul 2022 | US$336.9b | US$326.6b | US$15.8b | 16.8x | 21.3x | 1x |
| Mon, 06 Jun 2022 | US$368.1b | US$316.2b | US$15.7b | 17.1x | 23.4x | 1.2x |
| Wed, 04 May 2022 | US$348.4b | US$291.2b | US$14.3b | 15.9x | 24.4x | 1.2x |
| Fri, 01 Apr 2022 | US$375.4b | US$287.0b | US$13.9b | 17.3x | 27x | 1.3x |
Price to Earnings Ratio
27x
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 31.5x 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 8.9% 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 | 1.84% | |
| Tech | 1.77% | |
| Electronic Equipment and Components | 4.25% | |
| Electronic Components | 7.44% | |
| Electronic Manufacturing Services | 4.13% | |
| Electronic Equipment and Instruments | 2.25% | |
| Technology Distributors | 1.28% | |
Industry PE
- Investors are most optimistic about the Electronic Components industry which is trading above its 3-year average PE ratio of 36.3x.
- Analysts are expecting annual earnings growth of 25.1%, 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 11% 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$69.30 | 8.5% +US$6.6b | 21.3% | PE34.6x | |
| GLW Corning | US$49.89 | 6.5% +US$2.6b | 53.6% | PE84.5x | |
| COHR Coherent | US$76.71 | 14.5% +US$1.5b | 23.5% | PS2.2x | |
| JBL Jabil | US$149.97 | 8.4% +US$1.3b | 14.2% | PE33.9x | |
| FLEX Flex | US$37.42 | 6.2% +US$839.0m | 30.5% | PE14.2x |
