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U.S. Electronic Equipment and Components Industry Analysis

UpdatedDec 29, 2025
DataAggregated Company Financials
Companies184
  • 7D0.6%
  • 3M7.0%
  • 1Y46.0%
  • YTD46.4%

Over the last 7 days, the Electronic Equipment and Components industry has remained flat, although notably SMX (Security Matters) declined by 34%. The past year has been better, since the industry has gained 46% in that time. As for the next few years, earnings are expected to grow by 22% 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
Mon, 29 Dec 2025US$673.0bUS$397.3bUS$16.2b24.8x41.5x1.7x
Wed, 26 Nov 2025US$635.7bUS$395.9bUS$16.0b24.6x39.7x1.6x
Fri, 24 Oct 2025US$636.5bUS$390.7bUS$14.3b26.9x44.4x1.6x
Sun, 21 Sep 2025US$630.0bUS$386.6bUS$13.5b24.3x46.6x1.6x
Tue, 19 Aug 2025US$574.4bUS$386.2bUS$13.7b24.1x42.1x1.5x
Thu, 17 Jul 2025US$541.9bUS$377.6bUS$13.6b24x39.8x1.4x
Sat, 14 Jun 2025US$500.7bUS$375.7bUS$13.4b22x37.4x1.3x
Mon, 12 May 2025US$454.2bUS$375.4bUS$13.3b20.8x34x1.2x
Wed, 09 Apr 2025US$371.5bUS$371.4bUS$13.9b18.3x26.7x1x
Fri, 07 Mar 2025US$439.8bUS$371.1bUS$14.7b20.6x29.9x1.2x
Sun, 02 Feb 2025US$483.0bUS$370.8bUS$14.8b25.4x32.6x1.3x
Tue, 31 Dec 2024US$465.9bUS$368.1bUS$15.5b25.1x30x1.3x
Thu, 28 Nov 2024US$477.4bUS$369.6bUS$15.5b26.4x30.7x1.3x
Sat, 26 Oct 2024US$462.7bUS$372.2bUS$16.6b23.8x27.9x1.2x
Mon, 23 Sep 2024US$444.5bUS$323.9bUS$15.8b23.1x28.2x1.4x
Wed, 21 Aug 2024US$435.4bUS$324.3bUS$15.8b22.1x27.5x1.3x
Fri, 19 Jul 2024US$450.1bUS$329.1bUS$15.0b22.2x29.9x1.4x
Sun, 16 Jun 2024US$431.1bUS$331.2bUS$15.2b21x28.3x1.3x
Tue, 14 May 2024US$423.7bUS$331.4bUS$15.4b20.9x27.4x1.3x
Thu, 11 Apr 2024US$421.0bUS$338.7bUS$15.7b18.9x26.8x1.2x
Sat, 09 Mar 2024US$417.1bUS$341.2bUS$14.9b19.6x27.9x1.2x
Mon, 05 Feb 2024US$405.4bUS$348.6bUS$15.0b20x27.1x1.2x
Wed, 03 Jan 2024US$401.0bUS$352.2bUS$13.7b20.7x29.2x1.1x
Fri, 01 Dec 2023US$368.0bUS$353.4bUS$13.8b17.3x26.6x1x
Sun, 29 Oct 2023US$339.6bUS$357.6bUS$14.4b16.4x23.6x0.9x
Tue, 26 Sep 2023US$365.6bUS$360.4bUS$14.6b15.9x25x1x
Thu, 24 Aug 2023US$380.9bUS$360.3bUS$14.6b16.8x26.1x1.1x
Sat, 22 Jul 2023US$395.2bUS$361.5bUS$15.1b16.8x26.2x1.1x
Mon, 19 Jun 2023US$390.1bUS$362.8bUS$15.1b16.3x25.8x1.1x
Wed, 17 May 2023US$347.7bUS$362.4bUS$15.1b15.9x23.1x1x
Fri, 14 Apr 2023US$365.1bUS$361.4bUS$16.1b16.9x22.6x1x
Sun, 12 Mar 2023US$356.2bUS$359.3bUS$15.9b16.7x22.3x1x
Tue, 07 Feb 2023US$384.9bUS$358.1bUS$16.2b17.4x23.7x1.1x
Thu, 05 Jan 2023US$346.7bUS$354.0bUS$16.5b15.8x21x1x
Price to Earnings Ratio

21x


Total Market Cap: US$346.7bTotal Earnings: US$16.5bTotal Revenue: US$354.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electronic Equipment and Components Industry Price to Earnings3Y Average 30x20242025
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 41.5x which is higher than its 3-year average PE of 30.0x.
  • 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 Market0.61%
Tech1.13%
Electronic Equipment and Components0.61%
Electronic Components1.40%
Technology Distributors0.47%
Electronic Manufacturing Services0.21%
Electronic Equipment and Instruments-0.38%
Industry PE
  • Investors are most optimistic about the Electronic Components industry which is trading above its 3-year average PE ratio of 44.4x.
    • Analysts are expecting annual earnings growth of 24.1%, 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$137.431.7%
+US$2.8b		97.7%PE44x
GLW CorningUS$89.571.3%
+US$1.0b		89.2%PE56.2x
JBL JabilUS$236.112.8%
+US$676.2m		64.2%PE35.9x
KEYS Keysight TechnologiesUS$206.041.1%
+US$400.3m		27.8%PE40.7x
LFUS LittelfuseUS$262.112.3%
+US$145.9m		11.9%PE55x

Latest News

KEYS
US$206.04
Keysight Technologies
7D
1.1%
1Y
27.8%
COHR
US$191.72
Coherent
7D
0.4%
1Y
102.2%

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.
TRMB
US$80.20
Trimble
7D
-2.1%
1Y
13.9%
JBL
US$236.11
Jabil
7D
2.8%
1Y
64.2%
TEL
US$232.49
TE Connectivity
7D
-0.4%
1Y
62.7%
GLW
US$89.57
Corning
7D
1.3%
1Y
89.2%
NSIT
US$83.48
Insight Enterprises
7D
4.7%
1Y
-44.4%
APH
US$137.43
Amphenol
7D
1.7%
1Y
97.7%

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.
ZBRA
US$246.27
Zebra Technologies
7D
-1.2%
1Y
-35.8%

ZBRA: Tariff Headwinds Will Ease After 2025 Supporting Margin Recovery

Analysts have modestly lowered their average price target on Zebra Technologies, trimming expectations by a few dollars per share to reflect concerns about slowing organic growth and a cautious extrapolation of the latest Q4 guidance into the medium term. Analyst Commentary Recent Street research on Zebra Technologies reflects a mixed but generally constructive stance, with pricing adjustments fine tuning expectations rather than signaling a wholesale change in the underlying thesis.
FLEX
US$63.33
Flex
7D
-0.7%
1Y
63.9%

FLEX: AI And Data Center Demand Will Drive Multi-Year Earnings Upside

The analyst price target for Flex has been raised from $64 to $78 per share, reflecting analysts' increased conviction in faster revenue growth, stronger margins, and higher future earnings multiples supported by robust Q2 results, upgraded AI and data center expectations, and a sustained mix shift toward higher-value power, cloud, and auto end markets. Analyst Commentary Bullish analysts are broadly revising their models higher following Flex's fiscal Q2 beat, pointing to a combination of stronger execution, higher quality revenue mix, and increasing visibility into key secular growth drivers such as AI, data centers, and autos.
FN
US$478.32
Fabrinet
7D
-1.1%
1Y
122.7%
AEVA
US$13.22
Aeva Technologies
7D
-10.6%
1Y
178.3%
LFUS
US$262.11
Littelfuse
7D
2.3%
1Y
11.9%
SNX
US$154.91
TD SYNNEX
7D
0.9%
1Y
33.0%

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.
RCAT
US$8.30
Red Cat Holdings
7D
-10.0%
1Y
-41.1%
SMX
US$116.41
SMX (Security Matters)
7D
-30.4%
1Y
-99.8%