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U.S. Electronic Equipment and Components Industry Analysis

UpdatedOct 03, 2025
DataAggregated Company Financials
Companies182
  • 7D2.3%
  • 3M16.3%
  • 1Y43.3%
  • YTD37.5%

The Electronic Equipment and Components industry is up 2.3% in the last week, with Corning up 4.3%. In the same time, Forward Industries was down 15%. In the last 12 months, the industry was up 43%. As for the next few years, earnings are expected to grow by 21% 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
Fri, 03 Oct 2025US$629.6bUS$388.4bUS$13.7b24.4x45.9x1.6x
Sun, 31 Aug 2025US$578.3bUS$386.6bUS$13.5b22.8x42.9x1.5x
Tue, 29 Jul 2025US$567.9bUS$382.4bUS$14.7b23.9x38.6x1.5x
Thu, 26 Jun 2025US$516.0bUS$377.8bUS$13.6b23.7x38.1x1.4x
Sat, 24 May 2025US$476.3bUS$375.7bUS$13.4b22.1x35.5x1.3x
Mon, 21 Apr 2025US$391.8bUS$371.4bUS$13.9b19.4x28.2x1.1x
Wed, 19 Mar 2025US$433.0bUS$371.1bUS$14.7b19.9x29.4x1.2x
Fri, 14 Feb 2025US$473.7bUS$371.1bUS$14.8b23.8x31.9x1.3x
Sun, 12 Jan 2025US$461.5bUS$369.4bUS$15.6b24.8x29.6x1.2x
Tue, 10 Dec 2024US$484.7bUS$369.6bUS$15.6b26.2x31.1x1.3x
Thu, 07 Nov 2024US$459.7bUS$369.7bUS$15.9b23.8x29x1.2x
Sat, 05 Oct 2024US$441.4bUS$323.1bUS$15.8b24.1x28x1.4x
Mon, 02 Sep 2024US$444.7bUS$324.0bUS$15.9b22.7x27.9x1.4x
Wed, 31 Jul 2024US$440.0bUS$327.8bUS$15.1b22.4x29.2x1.3x
Fri, 28 Jun 2024US$427.7bUS$329.4bUS$15.1b21x28.3x1.3x
Sun, 26 May 2024US$440.3bUS$331.3bUS$15.3b21.6x28.9x1.3x
Tue, 23 Apr 2024US$394.2bUS$338.7bUS$15.7b19.2x25.2x1.2x
Thu, 21 Mar 2024US$407.6bUS$339.8bUS$15.7b19x26x1.2x
Sat, 17 Feb 2024US$408.4bUS$341.3bUS$15.0b19.5x27.1x1.2x
Mon, 15 Jan 2024US$390.2bUS$350.3bUS$13.7b19.4x28.5x1.1x
Wed, 13 Dec 2023US$384.5bUS$353.4bUS$13.8b18.8x28x1.1x
Fri, 10 Nov 2023US$353.2bUS$353.6bUS$13.8b17.3x25.5x1x
Sun, 08 Oct 2023US$366.3bUS$358.4bUS$14.4b16.7x25.4x1x
Tue, 05 Sep 2023US$392.4bUS$360.5bUS$14.6b16.9x26.9x1.1x
Thu, 03 Aug 2023US$393.6bUS$360.7bUS$15.0b17.1x26.2x1.1x
Sat, 01 Jul 2023US$396.3bUS$361.6bUS$15.1b17x26.3x1.1x
Mon, 29 May 2023US$365.1bUS$362.6bUS$15.1b16.8x24.2x1x
Wed, 26 Apr 2023US$342.7bUS$361.4bUS$16.2b15.6x21.2x0.9x
Fri, 24 Mar 2023US$357.6bUS$360.1bUS$15.9b16.7x22.5x1x
Sun, 19 Feb 2023US$387.4bUS$360.7bUS$15.9b17.6x24.3x1.1x
Tue, 17 Jan 2023US$373.0bUS$354.7bUS$16.6b16.4x22.4x1.1x
Thu, 15 Dec 2022US$362.1bUS$353.0bUS$16.6b16.6x21.9x1x
Sat, 12 Nov 2022US$384.0bUS$354.3bUS$16.5b15.8x23.3x1.1x
Mon, 10 Oct 2022US$330.0bUS$346.3bUS$16.9b14.5x19.5x1x
Price to Earnings Ratio

19.5x


Total Market Cap: US$330.0bTotal Earnings: US$16.9bTotal Revenue: US$346.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electronic Equipment and Components Industry Price to Earnings3Y Average 28.3x202320242025
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 45.9x which is higher than its 3-year average PE of 28.3x.
  • The 3-year average PS ratio of 1.2x is lower than the industry's current PS ratio of 1.6x.
Past Earnings Growth
  • The earnings for companies in the Electronic industry have declined 6.7% per year 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, which has decreased profits.

Industry Trends

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

US Market1.62%
Tech2.76%
Electronic Equipment and Components2.29%
Electronic Manufacturing Services2.83%
Technology Distributors2.28%
Electronic Components2.14%
Electronic Equipment and Instruments2.04%
Industry PE
  • Investors are most optimistic about the Electronic Components industry which is trading above its 3-year average PE ratio of 41.6x.
    • Analysts are expecting annual earnings growth of 21.7%, which is higher than its past year's earnings decline of 22.9% 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 15.4x.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Equipment and Instruments industry, expecting annual earnings growth of 25% over the next 5 years.
  • This is better than its past earnings growth rate of 4.2% 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$82.524.3%
+US$2.9b		85.1%PE86.3x
TEL TE ConnectivityUS$221.113.1%
+US$2.0b		52.8%PE44.9x
APH AmphenolUS$123.581.0%
+US$1.5b		99.1%PE47.5x
COHR CoherentUS$112.795.8%
+US$969.1m		19.6%PS3x
TDY Teledyne TechnologiesUS$582.172.9%
+US$758.2m		32.4%PE31.8x

Latest News

ZBRA
US$295.85
Zebra Technologies
7D
-2.0%
1Y
-18.7%
MIR
US$22.89
Mirion Technologies
7D
6.8%
1Y
108.3%
DAKT
US$20.11
Daktronics
7D
-4.6%
1Y
53.9%
EVLV
US$7.51
Evolv Technologies Holdings
7D
-5.8%
1Y
96.6%
APH
US$123.58
Amphenol
7D
1.0%
1Y
99.1%

We Ran A Stock Scan For Earnings Growth And Amphenol (NYSE:APH) Passed With Ease

Sep 27
We Ran A Stock Scan For Earnings Growth And Amphenol (NYSE:APH) Passed With Ease
COHR
US$112.79
Coherent
7D
5.8%
1Y
19.6%
SMRT
US$1.36
SmartRent
7D
-8.1%
1Y
-15.0%
GLW
US$82.52
Corning
7D
4.3%
1Y
85.1%
TTMI
US$60.28
TTM Technologies
7D
10.6%
1Y
233.8%

New Data Centers And Manufacturing Sites Will Secure Lasting Demand

The consensus analyst price target for TTM Technologies has risen to $59.00, reflecting stronger-than-expected Q2 results—driven by strength in Aerospace & Defense and Data Center segments—which bolster confidence in sustained growth momentum. Analyst Commentary Bullish analysts raise targets following TTM Technologies' much stronger-than-expected Q2 revenues and EPS.
OUST
US$28.40
Ouster
7D
-0.9%
1Y
361.0%
FLEX
US$58.09
Flex
7D
2.8%
1Y
78.6%
TEL
US$221.11
TE Connectivity
7D
3.1%
1Y
52.8%

AI Data Centers And Asian Electrification Will Drive Global Markets

The upward revision in TE Connectivity’s consensus price target primarily reflects improved revenue growth forecasts, with the fair value rising from $218.31 to $223.06. What's in the News TE Connectivity will hold an Analyst/Investor Day.
FORD
US$24.51
Forward Industries
7D
-15.0%
1Y
600.3%
TDY
US$582.17
Teledyne Technologies
7D
2.9%
1Y
32.4%
BELF.A
US$116.97
Bel Fuse
7D
-2.3%
1Y
15.8%
BDC
US$117.47
Belden
7D
-5.6%
1Y
1.5%