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U.S. Electronic Equipment and Components Industry Analysis

UpdatedJul 20, 2025
DataAggregated Company Financials
Companies180
  • 7D2.6%
  • 3M44.6%
  • 1Y26.7%
  • YTD20.6%

The Electronic Equipment and Components industry is up 2.6% in the last week, with Amphenol up 4.6%. Meanwhile, Novanta actually underperformed within the industry, shrinking 6.6% in the last week. In the last 12 months, the industry was up 27%. 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
Sun, 20 Jul 2025US$556.1bUS$377.6bUS$13.6b23.9x40.8x1.5x
Tue, 17 Jun 2025US$490.7bUS$375.7bUS$13.4b22.5x36.7x1.3x
Thu, 15 May 2025US$484.1bUS$375.4bUS$13.3b21.2x36.3x1.3x
Sat, 12 Apr 2025US$385.1bUS$371.4bUS$13.9b19.2x27.7x1x
Mon, 10 Mar 2025US$432.4bUS$371.1bUS$14.7b21.1x29.4x1.2x
Wed, 05 Feb 2025US$475.4bUS$370.9bUS$14.8b24x32.1x1.3x
Fri, 03 Jan 2025US$460.2bUS$368.1bUS$15.5b25.5x29.6x1.2x
Sun, 01 Dec 2024US$478.8bUS$369.6bUS$15.5b26.4x30.8x1.3x
Tue, 29 Oct 2024US$462.0bUS$371.9bUS$16.6b23.7x27.9x1.2x
Thu, 26 Sep 2024US$446.2bUS$323.9bUS$15.8b23.2x28.3x1.4x
Sat, 24 Aug 2024US$440.5bUS$324.2bUS$15.9b22.4x27.7x1.4x
Mon, 22 Jul 2024US$437.7bUS$329.2bUS$15.1b22.1x29.1x1.3x
Wed, 19 Jun 2024US$438.1bUS$331.2bUS$15.2b20.7x28.8x1.3x
Fri, 17 May 2024US$434.1bUS$331.4bUS$15.4b21.5x28.1x1.3x
Sun, 14 Apr 2024US$416.9bUS$338.7bUS$15.7b18.8x26.6x1.2x
Tue, 12 Mar 2024US$413.9bUS$341.3bUS$14.9b19.1x27.7x1.2x
Thu, 08 Feb 2024US$392.2bUS$344.2bUS$14.9b19.4x26.3x1.1x
Sat, 06 Jan 2024US$388.3bUS$352.2bUS$13.7b20x28.3x1.1x
Mon, 04 Dec 2023US$374.1bUS$353.4bUS$13.8b17.1x27.1x1.1x
Wed, 01 Nov 2023US$343.7bUS$357.1bUS$14.2b16.7x24.2x1x
Fri, 29 Sep 2023US$370.3bUS$358.4bUS$14.4b16.1x25.7x1x
Sun, 27 Aug 2023US$378.5bUS$360.3bUS$14.6b16.7x25.9x1.1x
Tue, 25 Jul 2023US$394.6bUS$361.5bUS$15.1b16.7x26.1x1.1x
Thu, 22 Jun 2023US$384.7bUS$362.7bUS$15.1b17.4x25.5x1.1x
Sat, 20 May 2023US$358.6bUS$362.4bUS$15.1b15.4x23.8x1x
Mon, 17 Apr 2023US$363.3bUS$361.4bUS$16.1b16.8x22.5x1x
Wed, 15 Mar 2023US$357.3bUS$359.3bUS$15.9b16.6x22.4x1x
Fri, 10 Feb 2023US$381.1bUS$360.8bUS$16.4b16.8x23.2x1.1x
Sun, 08 Jan 2023US$354.2bUS$354.1bUS$16.5b16.3x21.4x1x
Tue, 06 Dec 2022US$359.6bUS$353.0bUS$16.6b16.3x21.7x1x
Thu, 03 Nov 2022US$354.0bUS$350.2bUS$16.7b15.2x21.2x1x
Sat, 01 Oct 2022US$319.8bUS$346.2bUS$16.9b14.1x19x0.9x
Mon, 29 Aug 2022US$366.3bUS$334.4bUS$16.7b16x21.9x1.1x
Wed, 27 Jul 2022US$356.1bUS$326.6bUS$15.8b17.2x22.6x1.1x
Price to Earnings Ratio

22.6x


Total Market Cap: US$356.1bTotal Earnings: US$15.8bTotal Revenue: US$326.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electronic Equipment and Components Industry Price to Earnings3Y Average 26.9x202320242025
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 40.7x which is higher than its 3-year average PE of 26.9x.
  • 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 4.8% per year over the last three years.
  • Meanwhile revenues for these companies have grown 5.0% 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 Market0.93%
Tech2.46%
Electronic Equipment and Components2.59%
Electronic Components4.38%
Electronic Equipment and Instruments2.27%
Electronic Manufacturing Services1.38%
Technology Distributors0.19%
Industry PE
  • Investors are most optimistic about the Electronic Components industry which is trading above its 3-year average PE ratio of 39.2x.
    • Analysts are expecting annual earnings growth of 23.1%, which is higher than its past year's earnings decline of 34.4% 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 15.0x.
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 34% 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$103.344.6%
+US$5.5b		60.6%PE47.8x
GLW CorningUS$54.014.7%
+US$2.1b		21.9%PE101.9x
TDY Teledyne TechnologiesUS$563.666.2%
+US$1.5b		43.5%PE31.8x
COHR CoherentUS$99.606.8%
+US$979.3m		38.3%PS2.8x
FN FabrinetUS$310.956.7%
+US$699.1m		31.6%PE34.1x

Latest News

SANM
US$101.31
Sanmina
7D
-2.7%
1Y
43.6%

Market Participants Recognise Sanmina Corporation's (NASDAQ:SANM) Earnings

Jul 19
Market Participants Recognise Sanmina Corporation's (NASDAQ:SANM) Earnings
FN
US$310.95
Fabrinet
7D
6.7%
1Y
31.6%
ROG
US$65.50
Rogers
7D
-10.6%
1Y
-47.8%
APH
US$103.34
Amphenol
7D
4.6%
1Y
60.6%
KEYS
US$162.45
Keysight Technologies
7D
-0.8%
1Y
18.2%
ARW
US$130.47
Arrow Electronics
7D
-1.3%
1Y
6.9%

At US$131, Is Arrow Electronics, Inc. (NYSE:ARW) Worth Looking At Closely?

Jul 17
At US$131, Is Arrow Electronics, Inc. (NYSE:ARW) Worth Looking At Closely?
OUST
US$30.65
Ouster
7D
31.3%
1Y
118.3%

Is There An Opportunity With Ouster, Inc.'s (NASDAQ:OUST) 46% Undervaluation?

Jul 17
Is There An Opportunity With Ouster, Inc.'s (NASDAQ:OUST) 46% Undervaluation?
TDY
US$563.66
Teledyne Technologies
7D
6.2%
1Y
43.5%
AVT
US$55.00
Avnet
7D
-1.8%
1Y
5.1%

Avnet (NASDAQ:AVT) Has A Somewhat Strained Balance Sheet

Jul 16
Avnet (NASDAQ:AVT) Has A Somewhat Strained Balance Sheet
GLW
US$54.01
Corning
7D
4.7%
1Y
21.9%

Corning (NYSE:GLW) Will Pay A Dividend Of $0.28

Jul 13
Corning (NYSE:GLW) Will Pay A Dividend Of $0.28
TEL
US$178.97
TE Connectivity
7D
1.1%
1Y
18.8%

Is It Too Late To Consider Buying TE Connectivity plc (NYSE:TEL)?

Jul 13
Is It Too Late To Consider Buying TE Connectivity plc (NYSE:TEL)?
NOVT
US$122.96
Novanta
7D
-6.6%
1Y
-28.7%
VSH
US$17.24
Vishay Intertechnology
7D
-3.4%
1Y
-26.7%
TRMB
US$82.04
Trimble
7D
2.6%
1Y
46.6%

A Look At The Intrinsic Value Of Trimble Inc. (NASDAQ:TRMB)

Jul 07
A Look At The Intrinsic Value Of Trimble Inc. (NASDAQ:TRMB)
RAL
US$46.64
Ralliant
7D
-1.6%
1Y
n/a
COHR
US$99.60
Coherent
7D
6.8%
1Y
38.3%