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U.S. Electronic Equipment and Components Industry Analysis

UpdatedMay 27, 2025
DataAggregated Company Financials
Companies180
  • 7D-1.8%
  • 3M4.6%
  • 1Y8.7%
  • YTD4.1%

Over the last 7 days, the Electronic Equipment and Components industry has dropped 1.8%, driven by a pullback from TE Connectivity of 3.3%. In the past year, the industry has gained 8.7%. Earnings are forecast to grow by 19% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 27 May 2025US$474.3bUS$375.7bUS$13.4b22.1x35.4x1.3x
Thu, 24 Apr 2025US$394.5bUS$373.3bUS$13.6b19.4x29.1x1.1x
Sat, 22 Mar 2025US$438.6bUS$371.0bUS$13.9b20.4x31.5x1.2x
Mon, 17 Feb 2025US$477.2bUS$370.8bUS$14.8b23.9x32.2x1.3x
Wed, 15 Jan 2025US$467.2bUS$369.6bUS$15.6b25.2x30x1.3x
Fri, 13 Dec 2024US$479.2bUS$369.6bUS$15.6b26.3x30.7x1.3x
Sun, 10 Nov 2024US$489.9bUS$369.8bUS$15.8b24.5x30.9x1.3x
Tue, 08 Oct 2024US$444.5bUS$323.1bUS$15.8b24x28.2x1.4x
Thu, 05 Sep 2024US$422.0bUS$323.9bUS$15.9b22x26.5x1.3x
Sat, 03 Aug 2024US$421.7bUS$325.5bUS$14.5b22.2x29.1x1.3x
Mon, 01 Jul 2024US$430.2bUS$329.4bUS$15.1b21.6x28.5x1.3x
Wed, 29 May 2024US$440.3bUS$331.3bUS$15.3b21.3x28.9x1.3x
Fri, 26 Apr 2024US$406.6bUS$338.5bUS$15.9b19.3x25.6x1.2x
Sun, 24 Mar 2024US$417.7bUS$339.8bUS$15.7b19x26.7x1.2x
Tue, 20 Feb 2024US$406.1bUS$341.3bUS$15.0b19.5x27x1.2x
Thu, 18 Jan 2024US$382.5bUS$350.3bUS$13.7b19x27.9x1.1x
Sat, 16 Dec 2023US$404.4bUS$352.2bUS$13.7b20.9x29.5x1.1x
Mon, 13 Nov 2023US$356.1bUS$353.6bUS$13.9b17.5x25.7x1x
Wed, 11 Oct 2023US$370.0bUS$358.4bUS$14.4b16.9x25.6x1x
Fri, 08 Sep 2023US$377.6bUS$360.4bUS$14.6b16x25.8x1x
Sun, 06 Aug 2023US$389.4bUS$359.4bUS$15.1b16.8x25.8x1.1x
Tue, 04 Jul 2023US$395.4bUS$361.6bUS$15.0b17.5x26.3x1.1x
Thu, 01 Jun 2023US$362.7bUS$362.6bUS$15.1b16.7x24x1x
Sat, 29 Apr 2023US$346.9bUS$361.3bUS$15.6b15.4x22.3x1x
Mon, 27 Mar 2023US$358.6bUS$360.1bUS$15.9b16.7x22.6x1x
Wed, 22 Feb 2023US$374.5bUS$359.1bUS$15.8b17x23.6x1x
Fri, 20 Jan 2023US$366.8bUS$354.7bUS$16.6b16.7x22.1x1x
Sun, 18 Dec 2022US$343.4bUS$354.1bUS$16.5b15.8x20.8x1x
Tue, 15 Nov 2022US$379.6bUS$354.3bUS$16.5b15.9x23.1x1.1x
Thu, 13 Oct 2022US$317.8bUS$346.3bUS$16.9b14x18.8x0.9x
Sat, 10 Sep 2022US$362.8bUS$334.5bUS$16.7b15.8x21.7x1.1x
Mon, 08 Aug 2022US$377.8bUS$332.6bUS$16.4b16x23x1.1x
Wed, 06 Jul 2022US$329.3bUS$326.6bUS$15.8b16.6x20.8x1x
Fri, 03 Jun 2022US$362.7bUS$316.2bUS$15.7b16.8x23.1x1.1x
Price to Earnings Ratio

23.1x


Total Market Cap: US$362.7bTotal Earnings: US$15.7bTotal Revenue: US$316.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electronic Equipment and Components Industry Price to Earnings3Y Average 26.1x202320242025
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 35.4x which is higher than its 3-year average PE of 26.1x.
  • The 3-year average PS ratio of 1.1x is lower than the industry's current PS ratio of 1.3x.
Past Earnings Growth
  • The earnings for companies in the Electronic industry have declined 5.2% per year over the last three years.
  • Meanwhile revenues for these companies have grown 5.9% 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, which has decreased profits.

Industry Trends

Which industries have driven the changes within the U.S. Tech industry?

US Market-2.65%
Tech-3.23%
Electronic Equipment and Components-1.80%
Electronic Components-1.04%
Electronic Manufacturing Services-1.85%
Electronic Equipment and Instruments-2.22%
Technology Distributors-2.96%
Industry PE
  • Investors are most optimistic about the Electronic Components industry which is trading above its 3-year average PE ratio of 37.5x.
    • Analysts are expecting annual earnings growth of 24.6%, 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 14.8x.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Components industry, expecting annual earnings growth of 25% 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
GLW CorningUS$48.360.8%
+US$325.5m
34.9%PE91.2x
MIR Mirion TechnologiesUS$18.848.0%
+US$289.5m
74.9%PS4.5x
SANM SanminaUS$84.202.3%
+US$100.5m
24.5%PE18.6x
FN FabrinetUS$230.280.9%
+US$71.3m
-6.0%PE25.3x
AEVA Aeva TechnologiesUS$16.057.3%
+US$60.0m
386.4%PS85.5x
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Latest News

MIR

US$18.84

Mirion Technologies

7D

8.0%

1Y

74.9%

EVLV

US$5.71

Evolv Technologies Holdings

7D

3.1%

1Y

99.0%

TRMB

US$70.55

Trimble

7D

-2.4%

1Y

26.4%

LASR

US$14.49

nLIGHT

7D

4.7%

1Y

10.5%

CDW

US$182.16

CDW

7D

-3.2%

1Y

-19.1%

FN

US$230.28

Fabrinet

7D

0.9%

1Y

-6.0%

AEVA

US$16.05

Aeva Technologies

7D

7.3%

1Y

386.4%