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U.S. Electronic Equipment and Components Industry Analysis

UpdatedAug 08, 2025
DataAggregated Company Financials
Companies182
  • 7D-0.5%
  • 3M24.8%
  • 1Y38.6%
  • YTD24.0%

Over the last 7 days, the Electronic Equipment and Components industry has remained flat, although notably CDW declined by 7.2%. As for the the longer term, the industry is up 39% over the past 12 months. Earnings are forecast to grow by 20% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 08 Aug 2025US$570.5bUS$386.0bUS$13.6b23.5x41.9x1.5x
Sun, 06 Jul 2025US$544.4bUS$377.6bUS$13.6b25.5x40x1.4x
Tue, 03 Jun 2025US$483.3bUS$375.7bUS$13.4b22x36.1x1.3x
Thu, 01 May 2025US$427.1bUS$374.0bUS$13.6b20.2x31.5x1.1x
Sat, 29 Mar 2025US$433.7bUS$371.6bUS$13.9b20.5x31.3x1.2x
Mon, 24 Feb 2025US$467.5bUS$370.9bUS$14.8b23.8x31.6x1.3x
Wed, 22 Jan 2025US$478.3bUS$369.6bUS$15.6b26.1x30.8x1.3x
Fri, 20 Dec 2024US$460.7bUS$368.2bUS$15.5b24.9x29.7x1.3x
Sun, 17 Nov 2024US$458.3bUS$369.6bUS$15.8b23.6x28.9x1.2x
Tue, 15 Oct 2024US$457.1bUS$323.1bUS$15.9b24.1x28.8x1.4x
Thu, 12 Sep 2024US$419.6bUS$323.9bUS$15.8b21.6x26.6x1.3x
Sat, 10 Aug 2024US$409.4bUS$324.3bUS$15.6b21x26.2x1.3x
Mon, 08 Jul 2024US$428.0bUS$329.2bUS$15.1b21.3x28.3x1.3x
Wed, 05 Jun 2024US$432.4bUS$331.3bUS$15.3b21.1x28.3x1.3x
Fri, 03 May 2024US$401.3bUS$331.6bUS$15.4b19x26x1.2x
Sun, 31 Mar 2024US$423.1bUS$338.7bUS$15.7b19.1x27x1.2x
Tue, 27 Feb 2024US$409.1bUS$341.2bUS$14.9b19.7x27.4x1.2x
Thu, 25 Jan 2024US$396.5bUS$350.4bUS$15.2b19.1x26.1x1.1x
Sat, 23 Dec 2023US$406.8bUS$352.2bUS$13.7b21.2x29.6x1.2x
Mon, 20 Nov 2023US$369.4bUS$353.7bUS$13.9b18.1x26.6x1x
Wed, 18 Oct 2023US$364.0bUS$358.4bUS$14.4b17x25.2x1x
Fri, 15 Sep 2023US$372.3bUS$360.4bUS$14.6b15.9x25.5x1x
Sun, 13 Aug 2023US$386.1bUS$359.6bUS$15.0b16.6x25.8x1.1x
Tue, 11 Jul 2023US$399.2bUS$361.6bUS$15.0b17.2x26.6x1.1x
Thu, 08 Jun 2023US$368.6bUS$362.6bUS$15.1b16.5x24.4x1x
Sat, 06 May 2023US$347.2bUS$359.8bUS$15.1b16.6x23x1x
Mon, 03 Apr 2023US$376.7bUS$361.4bUS$16.2b17.2x23.3x1x
Wed, 01 Mar 2023US$368.3bUS$359.2bUS$15.9b16.8x23.1x1x
Fri, 27 Jan 2023US$375.7bUS$356.4bUS$16.6b16.5x22.7x1.1x
Sun, 25 Dec 2022US$337.2bUS$354.0bUS$16.5b15.4x20.4x1x
Tue, 22 Nov 2022US$355.6bUS$353.0bUS$16.6b16x21.5x1x
Thu, 20 Oct 2022US$329.7bUS$346.3bUS$16.9b14.6x19.5x1x
Sat, 17 Sep 2022US$345.0bUS$334.5bUS$16.7b15x20.7x1x
Mon, 15 Aug 2022US$386.1bUS$333.9bUS$16.7b15.8x23.1x1.2x
Price to Earnings Ratio

23.1x


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 27.2x202320242025
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 41.9x which is higher than its 3-year average PE of 27.2x.
  • 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 6.5% 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 Market0.20%
Tech1.19%
Electronic Equipment and Components-0.50%
Electronic Components1.79%
Electronic Manufacturing Services-1.39%
Electronic Equipment and Instruments-1.80%
Technology Distributors-3.48%
Industry PE
  • Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 50.1x.
    • Analysts are expecting annual earnings growth of 21.9%, which is higher than its past year's earnings decline of 2.2% 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 Equipment and Instruments industry, expecting annual earnings growth of 22% over the next 5 years.
  • This is better than its past earnings decline of 2.2% per year.
  • In contrast, the Technology Distributors 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
GLW CorningUS$64.762.4%
+US$4.3b		67.7%PE67.7x
APH AmphenolUS$108.551.9%
+US$2.5b		74.0%PE41.7x
COHR CoherentUS$113.825.8%
+US$966.8m		83.6%PS3.2x
FN FabrinetUS$335.113.5%
+US$407.8m		62.8%PE36.8x
AEIS Advanced Energy IndustriesUS$146.505.5%
+US$285.4m		47.3%PE64.8x

Latest News

ZEPP
US$24.30
Zepp Health
7D
80.5%
1Y
965.8%

Zepp Health: Understanding The Fall To The Future Rise

Aug 08
CDW
US$161.88
CDW
7D
-7.2%
1Y
-23.8%
TRMB
US$82.52
Trimble
7D
-1.6%
1Y
60.1%
RAL
US$42.80
Ralliant
7D
-6.4%
1Y
n/a
GLW
US$64.76
Corning
7D
2.4%
1Y
67.7%
AEIS
US$146.50
Advanced Energy Industries
7D
5.5%
1Y
47.3%
ZBRA
US$316.01
Zebra Technologies
7D
-6.8%
1Y
-1.8%
NOVT
US$113.73
Novanta
7D
-7.6%
1Y
-34.7%
ARW
US$118.52
Arrow Electronics
7D
2.2%
1Y
-7.1%
SANM
US$119.02
Sanmina
7D
2.6%
1Y
69.6%
APH
US$108.55
Amphenol
7D
1.9%
1Y
74.0%
COHR
US$113.82
Coherent
7D
5.8%
1Y
83.6%
KEYS
US$161.25
Keysight Technologies
7D
-1.6%
1Y
31.0%
AEVA
US$12.42
Aeva Technologies
7D
-33.4%
1Y
332.6%
TEL
US$199.92
TE Connectivity
7D
-2.8%
1Y
39.4%

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$335.11
Fabrinet
7D
3.5%
1Y
62.8%