Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Electronic Equipment and Components Industry Analysis

UpdatedNov 20, 2025
DataAggregated Company Financials
Companies181
  • 7D-5.6%
  • 3M4.1%
  • 1Y27.9%
  • YTD31.7%

Over the last 7 days, the Electronic Equipment and Components industry has dropped 5.6%, driven by pullbacks in TE Connectivity and Amphenol of 9.2% and 3.6%, respectively. On the other hand Airgain is actually up 42%. This takes the industry's 12 month performance to a gain of 28%. Earnings are forecast to grow by 22% 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, 21 Nov 2025US$622.0bUS$395.9bUS$16.0b23.8x38.9x1.6x
Sun, 19 Oct 2025US$632.3bUS$388.4bUS$13.7b26.2x46.1x1.6x
Tue, 16 Sep 2025US$611.7bUS$386.6bUS$13.5b24.3x45.3x1.6x
Thu, 14 Aug 2025US$589.8bUS$386.0bUS$13.6b24.2x43.3x1.5x
Sat, 12 Jul 2025US$540.9bUS$377.6bUS$13.6b24.6x39.7x1.4x
Mon, 09 Jun 2025US$497.3bUS$375.7bUS$13.4b22x37.2x1.3x
Wed, 07 May 2025US$443.8bUS$373.8bUS$13.5b20x32.9x1.2x
Fri, 04 Apr 2025US$429.2bUS$371.4bUS$13.9b19.2x30.8x1.2x
Sun, 02 Mar 2025US$455.9bUS$370.8bUS$14.8b22.3x30.8x1.2x
Tue, 28 Jan 2025US$505.3bUS$370.7bUS$14.4b25.5x35.1x1.4x
Thu, 26 Dec 2024US$470.0bUS$368.2bUS$15.5b25.8x30.3x1.3x
Sat, 23 Nov 2024US$473.3bUS$369.5bUS$15.5b24.5x30.5x1.3x
Mon, 21 Oct 2024US$459.2bUS$323.1bUS$15.9b23.9x28.9x1.4x
Wed, 18 Sep 2024US$429.4bUS$323.9bUS$15.8b22.7x27.2x1.3x
Fri, 16 Aug 2024US$418.6bUS$324.2bUS$15.7b21.8x26.7x1.3x
Sun, 14 Jul 2024US$450.9bUS$329.1bUS$15.0b22.2x30x1.4x
Tue, 11 Jun 2024US$430.4bUS$331.2bUS$15.2b21.1x28.3x1.3x
Thu, 09 May 2024US$419.7bUS$331.3bUS$15.3b20.4x27.5x1.3x
Sat, 06 Apr 2024US$416.8bUS$338.6bUS$15.7b18.6x26.5x1.2x
Mon, 04 Mar 2024US$418.0bUS$341.3bUS$15.0b19.2x27.9x1.2x
Wed, 31 Jan 2024US$402.5bUS$349.9bUS$15.2b19.5x26.5x1.2x
Fri, 29 Dec 2023US$410.0bUS$352.2bUS$13.7b21.1x30x1.2x
Sun, 26 Nov 2023US$370.5bUS$353.4bUS$13.8b18x26.8x1x
Tue, 24 Oct 2023US$342.9bUS$358.4bUS$14.4b16.7x23.8x1x
Thu, 21 Sep 2023US$370.6bUS$360.4bUS$14.6b16.1x25.4x1x
Sat, 19 Aug 2023US$376.3bUS$360.3bUS$14.6b16.6x25.8x1x
Mon, 17 Jul 2023US$397.8bUS$361.5bUS$15.1b16.3x26.4x1.1x
Wed, 14 Jun 2023US$382.9bUS$362.6bUS$15.1b15.6x25.4x1.1x
Fri, 12 May 2023US$346.1bUS$361.1bUS$15.0b16.3x23.1x1x
Sun, 09 Apr 2023US$357.5bUS$361.4bUS$16.1b16.5x22.2x1x
Tue, 07 Mar 2023US$374.2bUS$359.3bUS$16.0b17x23.4x1x
Thu, 02 Feb 2023US$383.3bUS$356.8bUS$16.1b17x23.8x1.1x
Sat, 31 Dec 2022US$341.7bUS$354.0bUS$16.5b15.4x20.7x1x
Mon, 28 Nov 2022US$363.3bUS$353.0bUS$16.6b16.5x21.9x1x
Price to Earnings Ratio

21.9x


Total Market Cap: US$363.3bTotal Earnings: US$16.6bTotal Revenue: US$353.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electronic Equipment and Components Industry Price to Earnings3Y Average 29.4x202320242025
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 38.9x which is higher than its 3-year average PE of 29.4x.
  • 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 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 Market-3.20%
Tech-4.38%
Electronic Equipment and Components-5.57%
Electronic Components-4.15%
Technology Distributors-5.90%
Electronic Equipment and Instruments-5.95%
Electronic Manufacturing Services-7.60%
Industry PE
  • Investors are most optimistic about the Electronic Equipment and Instruments industry, which is trading close to its 3-year average PE ratio of 50.7x.
    • Analysts are expecting annual earnings growth of 23.9%, which is higher than its past year's earnings growth of 2.2% per year.
  • Investors are most pessimistic about the Technology Distributors industry, which is trading close to its 3-year average of 15.7x.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Equipment and Instruments industry, expecting annual earnings growth of 24% over the next 5 years.
  • This is better than its past earnings growth rate 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
AIRG AirgainUS$4.3742.3%
+US$15.5m		-49.1%PS1x
AMPG AmpliTech GroupUS$2.867.5%
+US$4.1m		236.9%PS2.6x
DSWL Deswell IndustriesUS$3.705.3%
+US$2.9m		40.8%PE4.7x
LHSW Lianhe Sowell International GroupUS$1.811.7%
+US$1.6m		n/aPE30.1x
PRZO ParaZero TechnologiesUS$1.347.2%
+US$1.5m		132.8%PS22.7x

Latest News

CDW
US$136.64
CDW
7D
-6.9%
1Y
-23.3%
KEYS
US$169.67
Keysight Technologies
7D
-4.9%
1Y
-0.4%
GLW
US$78.03
Corning
7D
-5.3%
1Y
63.1%

GLW: Display and Connectivity Demand Will Drive Strong Performance Through 2027

Corning's analyst price target has seen a significant increase, with most estimates now ranging from $82 to $100 as analysts anticipate sustained revenue growth driven by strength in the Display, Specialty Materials, and Optical segments. This growth is further supported by ongoing expansion in Polysilicon and Fiber.
DSWL
US$3.70
Deswell Industries
7D
5.3%
1Y
40.8%

Deswell Industries (NASDAQ:DSWL) Will Pay A Dividend Of $0.10

Nov 16
Deswell Industries (NASDAQ:DSWL) Will Pay A Dividend Of $0.10
AMPG
US$2.86
AmpliTech Group
7D
7.5%
1Y
236.9%
ELSE
US$4.63
Electro-Sensors
7D
0.4%
1Y
10.3%
LGL
US$6.32
LGL Group
7D
1.9%
1Y
2.8%
AIRG
US$4.37
Airgain
7D
42.3%
1Y
-49.1%

AIRG: Major Design Win and Certification Will Drive Long-Term Upside

Analysts have lowered their price target for Airgain from $7.50 to $6.67, citing modestly higher discount rates and a slight reduction in projected profit margins. This adjustment comes despite minor improvements in revenue growth estimates.
APH
US$130.36
Amphenol
7D
-3.6%
1Y
78.0%
TDY
US$484.47
Teledyne Technologies
7D
-4.1%
1Y
0.9%
TEL
US$214.49
TE Connectivity
7D
-9.2%
1Y
42.5%
JBL
US$192.49
Jabil
7D
-4.6%
1Y
47.3%
LHSW
US$1.81
Lianhe Sowell International Group
7D
1.7%
1Y
n/a
MVIS
US$0.92
MicroVision
7D
0.3%
1Y
-5.4%

MicroVision will explode future revenue by 380.37% with a vision towards success

The MicroVision ($MVIS) Narrative Inflection: Valuing the Sum of the Parts For years, the market has viewed MicroVision (NASDAQ:MVIS) through a single, narrow lens: a high-risk, pre-revenue bet on automotive LIDAR. This has resulted in a valuation that, in our view, fails to capture the strategic pivot currently underway.
FLEX
US$54.51
Flex
7D
-8.4%
1Y
34.5%

FLEX: Future Demand for AI and Cloud Will Drive Continued Outperformance

The analyst price target for Flex has been raised from $60 to $75 per share. Analysts cite strong quarterly results, increased estimates, and confidence in higher-margin revenue from power, cloud, and AI-related applications as key reasons for the upward revision.
PRZO
US$1.34
ParaZero Technologies
7D
7.2%
1Y
132.8%