Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Electronic Equipment and Components Industry Analysis

UpdatedJan 03, 2026
DataAggregated Company Financials
Companies187
  • 7D0.3%
  • 3M7.4%
  • 1Y44.3%
  • YTD0%

Over the last 7 days, the Electronic Equipment and Components industry has dropped 2.5%, driven by a pullback from Amphenol of 1.7%. On the other hand TROOPS is actually up 66%. Over the past 12 months, the industry was up 41%. Earnings are forecast to grow by 22% annually.

Industry Valuation and Performance

Has the U.S. Electronic Equipment and Components Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 03 Jan 2026US$659.3bUS$397.3bUS$16.2b24.7x40.7x1.7x
Mon, 01 Dec 2025US$656.7bUS$396.1bUS$16.3b24x40.2x1.7x
Wed, 29 Oct 2025US$664.3bUS$390.7bUS$14.3b25.1x46.3x1.7x
Fri, 26 Sep 2025US$623.6bUS$388.8bUS$13.6b23.8x45.7x1.6x
Sun, 24 Aug 2025US$580.1bUS$386.6bUS$13.5b23.9x43x1.5x
Tue, 22 Jul 2025US$555.9bUS$377.2bUS$13.6b23.7x40.8x1.5x
Thu, 19 Jun 2025US$499.0bUS$376.8bUS$13.5b22.7x36.9x1.3x
Sat, 17 May 2025US$482.8bUS$375.5bUS$13.3b22.5x36.3x1.3x
Mon, 14 Apr 2025US$388.5bUS$371.4bUS$13.9b19.2x28x1x
Wed, 12 Mar 2025US$422.6bUS$371.1bUS$14.7b20.4x28.7x1.1x
Fri, 07 Feb 2025US$483.1bUS$370.7bUS$14.6b24.2x33x1.3x
Sun, 05 Jan 2025US$466.2bUS$368.1bUS$15.5b25.9x30x1.3x
Tue, 03 Dec 2024US$478.8bUS$369.6bUS$15.5b25.8x30.8x1.3x
Thu, 31 Oct 2024US$466.7bUS$372.3bUS$16.2b23.3x28.9x1.3x
Sat, 28 Sep 2024US$451.6bUS$323.2bUS$15.8b23.6x28.6x1.4x
Mon, 26 Aug 2024US$447.9bUS$324.2bUS$15.9b22.4x28.1x1.4x
Wed, 24 Jul 2024US$446.7bUS$329.2bUS$15.1b22.2x29.7x1.4x
Fri, 21 Jun 2024US$440.8bUS$331.2bUS$15.2b20.6x29x1.3x
Sun, 19 May 2024US$434.0bUS$331.4bUS$15.4b21.7x28.1x1.3x
Tue, 16 Apr 2024US$407.3bUS$338.7bUS$15.7b19x26x1.2x
Thu, 14 Mar 2024US$415.6bUS$341.3bUS$14.9b19.1x27.9x1.2x
Sat, 10 Feb 2024US$405.6bUS$342.1bUS$14.7b20.6x27.6x1.2x
Mon, 08 Jan 2024US$387.7bUS$352.2bUS$13.7b20x28.2x1.1x
Wed, 06 Dec 2023US$374.2bUS$353.4bUS$13.8b16.9x27x1.1x
Fri, 03 Nov 2023US$343.3bUS$353.1bUS$13.7b16.1x25x1x
Sun, 01 Oct 2023US$369.9bUS$358.4bUS$14.4b16.3x25.6x1x
Tue, 29 Aug 2023US$378.5bUS$360.3bUS$14.6b16.7x25.9x1.1x
Thu, 27 Jul 2023US$401.4bUS$361.1bUS$14.8b16.9x27.2x1.1x
Sat, 24 Jun 2023US$377.9bUS$362.8bUS$15.1b17.3x25x1x
Mon, 22 May 2023US$358.6bUS$362.4bUS$15.1b15.4x23.8x1x
Wed, 19 Apr 2023US$361.9bUS$361.3bUS$16.2b16.7x22.4x1x
Fri, 17 Mar 2023US$358.0bUS$359.3bUS$15.9b16.8x22.5x1x
Sun, 12 Feb 2023US$380.7bUS$360.6bUS$16.1b17x23.6x1.1x
Tue, 10 Jan 2023US$358.2bUS$354.1bUS$16.5b16.4x21.7x1x
Price to Earnings Ratio

21.7x


Total Market Cap: US$358.2bTotal Earnings: US$16.5bTotal Revenue: US$354.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electronic Equipment and Components Industry Price to Earnings3Y Average 30.1x202420252026
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 40.6x which is higher than its 3-year average PE of 30.1x.
  • The 3-year average PS ratio of 1.2x is lower than the industry's current PS ratio of 1.7x.
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 3.9% 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-1.05%
Tech-1.59%
Electronic Equipment and Components0.33%
Electronic Components1.40%
Electronic Manufacturing Services0.59%
Electronic Equipment and Instruments-0.85%
Technology Distributors-2.57%
Industry PE
  • Investors are most optimistic about the Electronic Components industry which is trading above its 3-year average PE ratio of 44.5x.
    • Analysts are expecting annual earnings growth of 24.2%, which is lower than the prior year's growth of 27.6% per year.
  • Investors are most pessimistic about the Technology Distributors industry, which is trading close to its 3-year average of 15.8x.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Components industry, expecting annual earnings growth of 24% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the Technology Distributors 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$139.711.7%
+US$2.8b		99.3%PE44.8x
GLW CorningUS$90.671.2%
+US$943.1m		90.9%PE56.9x
JBL JabilUS$240.391.8%
+US$457.2m		60.6%PE36.5x
COHR CoherentUS$194.331.4%
+US$445.6m		82.9%PE280.5x
SANM SanminaUS$159.293.2%
+US$270.1m		108.8%PE35.3x

Latest News

SMX
US$20.65
SMX (Security Matters)
7D
-82.3%
1Y
-99.9%
CDW
US$133.16
CDW
7D
-4.7%
1Y
-23.6%

A Look At The Fair Value Of CDW Corporation (NASDAQ:CDW)

Jan 01
A Look At The Fair Value Of CDW Corporation (NASDAQ:CDW)
GLW
US$90.67
Corning
7D
1.2%
1Y
90.9%

Corning Incorporated's (NYSE:GLW) Intrinsic Value Is Potentially 25% Below Its Share Price

Jan 01
Corning Incorporated's (NYSE:GLW) Intrinsic Value Is Potentially 25% Below Its Share Price
JBL
US$240.39
Jabil
7D
1.8%
1Y
60.6%
OSIS
US$255.58
OSI Systems
7D
-5.3%
1Y
53.2%

These 4 Measures Indicate That OSI Systems (NASDAQ:OSIS) Is Using Debt Reasonably Well

Dec 30
These 4 Measures Indicate That OSI Systems (NASDAQ:OSIS) Is Using Debt Reasonably Well
COHR
US$194.33
Coherent
7D
1.4%
1Y
82.9%

COHR: AI Optical Demand Will Drive Capacity Utilization Amid Auto And China Headwinds

The analyst price target for Coherent has been nudged higher, with our fair value estimate rising about 2 percent to approximately $178 per share as analysts factor in the recent wave of target increases tied to stronger than expected earnings, AI driven optical demand, and improving confidence in the company’s capacity expansion. Analyst Commentary Bullish analysts are largely aligned that Coherent is entering a period of stronger execution, with price targets moving higher as earnings outpace expectations and guidance points to sustained demand from AI and cloud customers.
NOVT
US$111.14
Novanta
7D
-9.4%
1Y
-26.9%

NOVT: New Equity Raise Will Strengthen Balance Sheet And Support Future Deals

Analysts have maintained their price target for Novanta at approximately $154 per share. This reflects a steady outlook, as incremental adjustments to discount rate assumptions and long term growth and profitability estimates are viewed as too minor to warrant a change in fair value.
TRMB
US$78.33
Trimble
7D
-2.3%
1Y
11.0%
TEL
US$233.22
TE Connectivity
7D
0.3%
1Y
63.8%
APH
US$139.71
Amphenol
7D
1.7%
1Y
99.3%

APH: AI Connectivity Demand Will Support Margins And Sustained Earnings Outperformance

The Analyst Price Target for Amphenol has inched higher to approximately $149 per share from about $148 per share, as analysts point to sustained earnings beats, improving margin outlooks and rising end market demand across autos, hyperscale data centers and broader connectivity applications. Analyst Commentary Bullish analysts have broadly raised their price targets on Amphenol following a string of earnings beats and constructive guidance, highlighting both cyclical recovery and structural growth drivers across key end markets.
SANM
US$159.29
Sanmina
7D
3.2%
1Y
108.8%

SANM: AI Datacenter Rack Expansion Will Drive Future Upside Potential

Analysts nudged their price target on Sanmina higher to $180 from $150, citing a strong fiscal Q4, improving communications end market dynamics, and expanding AI datacenter rack opportunities, even as they flag ongoing macro uncertainty and execution risk around integrating and ramping the ZT Systems business with AMD. Analyst Commentary Bullish analysts highlight that the higher price target reflects greater confidence in Sanmina's medium term growth algorithm, supported by a stronger than expected fiscal Q4 and improving visibility in key growth markets.
BMI
US$176.39
Badger Meter
7D
-2.4%
1Y
-17.3%

BMI: Free Cash Flow Strength And Margin Outlook Will Shape Share Performance

Analysts have modestly reduced their fair value estimate for Badger Meter from $195.32 to $172.00 per share. This reflects slightly lower assumptions for revenue growth, profit margins, and future valuation multiples, even as they highlight resilient organic growth, strong free cash flow conversion, and an improved gross margin outlook in recent research updates.
AEIS
US$221.99
Advanced Energy Industries
7D
1.9%
1Y
87.2%

AEIS: Data Center And AI Demand Will Support Balanced Multi Year Outlook

Analysts nudged their average price target on Advanced Energy Industries up slightly to approximately $225 per share, reflecting growing conviction that stronger datacenter demand, improving visibility into 2026 growth, and progress in AI and DRAM-related opportunities can support higher long term earnings power. Analyst Commentary Bullish analysts emphasize that the latest quarter materially exceeded expectations, with management offering a constructive outlook that supports higher confidence in multi year earnings growth.
SNX
US$153.43
TD SYNNEX
7D
-1.0%
1Y
30.1%

SNX: Future Returns Will Be Driven By Hyve And AI Offerings

Analysts have modestly increased their price target on TD SYNNEX to approximately $178 per share, citing stronger than expected Q3 billings and revenue, robust momentum at Hyve, and improving demand across PCs, software, cloud, and cybersecurity. Analyst Commentary Street research has turned more constructive on TD SYNNEX, with a series of upward price target revisions into the mid to high $170s and low $180s range, reflecting greater confidence in the company’s execution, earnings power, and growth durability.
TROO
US$3.55
TROOPS
7D
83.9%
1Y
97.2%
INGM
US$21.31
Ingram Micro Holding
7D
-3.7%
1Y
7.7%