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U.S. Electronic Equipment and Components Industry Analysis

UpdatedMar 09, 2026
DataAggregated Company Financials
Companies184
  • 7D-10.0%
  • 3M5.9%
  • 1Y70.1%
  • YTD6.5%

Over the last 7 days, the Electronic Equipment and Components industry has dropped 10%, driven by Corning declining 22%. This takes the industry's 12 month performance to a gain of 70%. 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
Tue, 10 Mar 2026US$705.4bUS$406.8bUS$15.3b27x46.1x1.7x
Thu, 05 Feb 2026US$713.5bUS$402.3bUS$16.8b27.1x42.4x1.8x
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
Price to Earnings Ratio

22.5x


Total Market Cap: US$358.0bTotal Earnings: US$15.9bTotal Revenue: US$359.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electronic Equipment and Components Industry Price to Earnings3Y Average 31.5x202420252026
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 46.1x which is higher than its 3-year average PE of 31.4x.
  • The 3-year average PS ratio of 1.3x 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 4.2% 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-2.17%
Tech-0.39%
Electronic Equipment and Components-10.05%
Technology Distributors-1.71%
Electronic Equipment and Instruments-7.06%
Electronic Manufacturing Services-9.99%
Electronic Components-12.60%
Industry PE
  • Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 51.8x.
    • Analysts are expecting annual earnings growth of 22.1%, which is higher than its past year's earnings growth of 11.2% per year.
  • Investors are most pessimistic about the Technology Distributors industry, which is trading close to its 3-year average of 16.1x.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Components industry, expecting annual earnings growth of 24% over the next 5 years.
  • However this is lower than its past earnings growth rate of 63% per year.
  • In contrast, the Technology Distributors industry is expected to see its earnings grow by 14% 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
INGM Ingram Micro HoldingUS$22.063.3%
+US$166.9m		16.6%PE15.8x
UMAC Unusual MachinesUS$16.4515.8%
+US$82.6m		200.2%PS73x
SMRT SmartRentUS$1.7712.7%
+US$43.2m		52.6%PS2.2x
FWDI Forward IndustriesUS$4.837.3%
+US$27.4m		26.4%PS11.5x
CODA Coda Octopus GroupUS$14.402.9%
+US$4.5m		114.9%PE39.3x

Latest News

APH
US$131.87
Amphenol
7D
-2.4%
1Y
113.4%
FN
US$489.38
Fabrinet
7D
-15.8%
1Y
160.5%
TTMI
US$87.91
TTM Technologies
7D
-22.2%
1Y
301.6%

TTMI: Radar And Data Center Demand Will Support Future Margins

Analysts have increased their blended 12 month price target on TTM Technologies by $36 to $118.50, citing updated views on discount rates, revenue growth, profit margins, and future P/E assumptions. Analyst Commentary Street research around TTM Technologies has centered on how updated assumptions on discount rates, revenue trajectory, profit margins, and future P/E multiples flow through to valuation.
COHR
US$235.72
Coherent
7D
-21.1%
1Y
275.3%

Coherent Corp. (COHR): The Silicon Photonics Powerhouse – Joining the S&P 500 Benchmark in 2026.

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GLW
US$123.29
Corning
7D
-21.9%
1Y
173.9%
INGM
US$22.06
Ingram Micro Holding
7D
3.3%
1Y
16.6%
UMAC
US$16.45
Unusual Machines
7D
15.8%
1Y
200.2%
CODA
US$14.40
Coda Octopus Group
7D
2.9%
1Y
114.9%
SMRT
US$1.77
SmartRent
7D
12.7%
1Y
52.6%
KEYS
US$272.43
Keysight Technologies
7D
-13.0%
1Y
78.2%
JBL
US$241.09
Jabil
7D
-7.7%
1Y
80.8%
FLEX
US$59.91
Flex
7D
-8.5%
1Y
82.0%

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Analysts have raised their average price target on Flex by $1, reflecting recent positive research attention and updated assumptions around discount rates, revenue, profit margins, and forward P/E expectations. Analyst Commentary Bullish analysts see the latest price target move as a reflection of improved confidence in Flex's ability to execute against updated assumptions on discount rates, revenue trends, profit margins, and forward P/E.
ELTK
US$9.20
Eltek
7D
4.5%
1Y
-15.6%
INVE
US$3.29
Identiv
7D
3.8%
1Y
0.9%
FWDI
US$4.83
Forward Industries
7D
7.3%
1Y
26.4%
POAS
US$1.69
Phaos Technology Holdings (Cayman)
7D
9.7%
1Y
n/a