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U.S. Electronic Equipment and Components Industry Analysis

UpdatedJul 23, 2026
DataAggregated Company Financials
Companies184
  • 7D-1.2%
  • 3M-0.07%
  • 1Y60.7%
  • YTD31.3%

Over the last 7 days, the Electronic Equipment and Components industry has dropped 1.2%, driven by a pullback from Corning of 12%. In the past year, the industry has gained 61%. As for the next few years, earnings are expected to grow by 26% 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, 23 Jul 2026US$882.6bUS$434.4bUS$17.7b29.4x49.9x2x
Sat, 20 Jun 2026US$976.9bUS$428.9bUS$17.4b32.9x56.3x2.3x
Mon, 18 May 2026US$885.8bUS$426.4bUS$17.2b30.6x51.4x2.1x
Wed, 15 Apr 2026US$849.8bUS$411.1bUS$15.5b31.9x55x2.1x
Fri, 13 Mar 2026US$729.4bUS$406.8bUS$15.3b28.4x47.5x1.8x
Sun, 08 Feb 2026US$720.0bUS$404.3bUS$15.6b27.4x46x1.8x
Tue, 06 Jan 2026US$674.5bUS$397.3bUS$16.2b25.5x41.6x1.7x
Thu, 04 Dec 2025US$658.6bUS$396.1bUS$16.3b24.3x40.3x1.7x
Sat, 01 Nov 2025US$660.0bUS$393.9bUS$15.3b24.3x43.2x1.7x
Mon, 29 Sep 2025US$622.1bUS$388.8bUS$13.6b23.9x45.6x1.6x
Wed, 27 Aug 2025US$579.5bUS$386.6bUS$13.5b23.5x42.9x1.5x
Fri, 25 Jul 2025US$562.7bUS$382.1bUS$14.7b23.6x38.4x1.5x
Sun, 22 Jun 2025US$502.0bUS$376.8bUS$13.5b23.7x37.1x1.3x
Tue, 20 May 2025US$486.7bUS$375.5bUS$13.3b22.1x36.5x1.3x
Thu, 17 Apr 2025US$393.7bUS$371.4bUS$13.9b19x28.3x1.1x
Sat, 15 Mar 2025US$416.5bUS$371.1bUS$14.7b20.4x28.3x1.1x
Mon, 10 Feb 2025US$477.5bUS$370.7bUS$14.6b23.7x32.6x1.3x
Wed, 08 Jan 2025US$470.1bUS$368.1bUS$15.5b25.5x30.3x1.3x
Fri, 06 Dec 2024US$486.3bUS$369.6bUS$15.6b26.4x31.2x1.3x
Sun, 03 Nov 2024US$454.1bUS$369.8bUS$15.9b22.4x28.6x1.2x
Tue, 01 Oct 2024US$450.3bUS$323.2bUS$15.8b23.5x28.5x1.4x
Thu, 29 Aug 2024US$444.1bUS$324.0bUS$15.9b22.6x27.9x1.4x
Sat, 27 Jul 2024US$434.0bUS$328.2bUS$15.1b22.6x28.8x1.3x
Mon, 24 Jun 2024US$438.1bUS$329.5bUS$15.1b20.8x29x1.3x
Wed, 22 May 2024US$438.2bUS$331.2bUS$15.3b21.6x28.7x1.3x
Fri, 19 Apr 2024US$396.7bUS$338.7bUS$15.7b19x25.3x1.2x
Sun, 17 Mar 2024US$405.2bUS$339.9bUS$15.6b18.9x25.9x1.2x
Tue, 13 Feb 2024US$406.4bUS$342.1bUS$15.0b20.4x27.1x1.2x
Thu, 11 Jan 2024US$390.8bUS$350.3bUS$13.7b19.9x28.5x1.1x
Sat, 09 Dec 2023US$375.0bUS$353.4bUS$13.8b18.6x27.3x1.1x
Mon, 06 Nov 2023US$356.8bUS$353.1bUS$13.7b15.9x26x1x
Wed, 04 Oct 2023US$367.7bUS$358.4bUS$14.4b16x25.5x1x
Fri, 01 Sep 2023US$390.3bUS$360.3bUS$14.6b16.8x26.7x1.1x
Sun, 30 Jul 2023US$396.5bUS$361.1bUS$14.8b17.3x26.9x1.1x
Price to Earnings Ratio

26.9x


Total Market Cap: US$396.5bTotal Earnings: US$14.8bTotal Revenue: US$361.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electronic Equipment and Components Industry Price to Earnings3Y Average 34.9x202420252026
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 49.9x which is higher than its 3-year average PE of 34.9x.
  • The 3-year average PS ratio of 1.4x is lower than the industry's current PS ratio of 2.0x.
Past Earnings Growth
  • The earnings for companies in the Electronic industry have grown 6.2% per year over the last three years.
  • Revenues for these companies have grown 6.4% 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-1.35%
Tech-0.21%
Electronic Equipment and Components-1.15%
Technology Distributors2.29%
Electronic Equipment and Instruments1.57%
Electronic Manufacturing Services0.23%
Electronic Components-3.41%
Industry PE
  • Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 56.5x.
    • Analysts are expecting annual earnings growth of 25.0%, which is higher than its past year's earnings growth of 8.1% per year.
  • Investors are most pessimistic about the Technology Distributors industry, which is trading close to its 3-year average of 16.8x.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Components industry, expecting annual earnings growth of 28% 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 20% 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
COHR CoherentUS$312.194.3%
+US$2.5b		217.2%PE152.5x
TDY Teledyne TechnologiesUS$650.504.2%
+US$1.2b		19.0%PE30.9x
FN FabrinetUS$513.675.6%
+US$968.1m		68.3%PE43.7x
KEYS Keysight TechnologiesUS$327.531.5%
+US$823.7m		95.0%PE52.2x
ARW Arrow ElectronicsUS$218.796.2%
+US$648.9m		67.9%PE15.4x

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