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U.S. Electronic Equipment and Components Industry Analysis

UpdatedAug 06, 2025
DataAggregated Company Financials
Companies181
  • 7D-1.7%
  • 3M26.1%
  • 1Y40.2%
  • YTD23.1%

Over the last 7 days, the Electronic Equipment and Components industry has dropped 1.7%, driven by declines in TE Connectivity and CDW of 3.7% and 9.3%, respectively. In the past year, the industry has gained 40%. Earnings are forecast to grow by 17% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 07 Aug 2025US$575.8bUS$384.0bUS$15.0b22.6x38.4x1.5x
Sat, 05 Jul 2025US$544.5bUS$377.6bUS$13.6b25.5x40.1x1.4x
Mon, 02 Jun 2025US$483.3bUS$375.7bUS$13.4b21.9x36.1x1.3x
Wed, 30 Apr 2025US$426.6bUS$374.1bUS$13.6b20.6x31.5x1.1x
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
Price to Earnings Ratio

23.2x


Total Market Cap: US$386.1bTotal Earnings: US$16.7bTotal Revenue: US$333.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electronic Equipment and Components Industry Price to Earnings3Y Average 27.1x202320242025
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 38.4x which is higher than its 3-year average PE of 27.1x.
  • The 3-year average PS ratio of 1.2x is lower than the industry's current PS ratio of 1.5x.
Past Earnings Growth
  • The earnings for companies in the Electronic industry have declined 3.5% per year over the last three years.
  • Meanwhile revenues for these companies have grown 4.8% 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 Market-1.19%
Tech-1.08%
Electronic Equipment and Components-1.72%
Electronic Components1.72%
Electronic Equipment and Instruments-2.37%
Electronic Manufacturing Services-3.28%
Technology Distributors-8.40%
Industry PE
  • Investors are most optimistic about the Electronic Components industry which is trading above its 3-year average PE ratio of 39.7x.
    • Analysts are expecting annual earnings growth of 21.5%, which is higher than its past year's earnings decline of 4.9% 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 15.1x.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Components industry, expecting annual earnings growth of 21% over the next 5 years.
  • This is better than its past earnings decline of 4.9% per year.
  • In contrast, the Electronic Equipment and Instruments industry is expected to see its earnings grow by 8.7% 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$109.503.8%
+US$4.9b		82.4%PE42x
GLW CorningUS$63.982.2%
+US$4.2b		69.0%PE66.9x
CGNX CognexUS$40.8921.1%
+US$1.2b		9.5%PE56.3x
FN FabrinetUS$332.453.7%
+US$422.4m		71.5%PE36.5x
ZEPP Zepp HealthUS$25.33109.3%
+US$190.1m		1,011.0%PS1.8x

Latest News

CDW
US$165.51
CDW
7D
-8.0%
1Y
-20.8%
GLW
US$63.98
Corning
7D
2.2%
1Y
69.0%
ZBRA
US$308.31
Zebra Technologies
7D
-7.2%
1Y
-2.0%
ARW
US$116.21
Arrow Electronics
7D
-10.5%
1Y
-5.4%
ZEPP
US$25.33
Zepp Health
7D
109.3%
1Y
1,011.0%
NSIT
US$117.23
Insight Enterprises
7D
-18.9%
1Y
-35.8%
SANM
US$117.51
Sanmina
7D
1.4%
1Y
74.9%
APH
US$109.50
Amphenol
7D
3.8%
1Y
82.4%
CGNX
US$40.89
Cognex
7D
21.1%
1Y
9.5%
JBL
US$220.68
Jabil
7D
-2.5%
1Y
124.2%
ITRI
US$125.25
Itron
7D
-9.5%
1Y
31.6%
KEYS
US$160.75
Keysight Technologies
7D
-4.1%
1Y
34.1%
TEL
US$200.05
TE Connectivity
7D
-3.2%
1Y
40.9%

After Leaping 25% TE Connectivity plc (NYSE:TEL) Shares Are Not Flying Under The Radar

Jul 29
After Leaping 25% TE Connectivity plc (NYSE:TEL) Shares Are Not Flying Under The Radar
FN
US$332.45
Fabrinet
7D
3.7%
1Y
71.5%
RCAT
US$9.48
Red Cat Holdings
7D
15.8%
1Y
388.7%
EVLV
US$7.12
Evolv Technologies Holdings
7D
7.2%
1Y
143.0%