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U.S. Electronic Equipment and Components Industry Analysis

UpdatedJun 07, 2026
DataAggregated Company Financials
Companies184
  • 7D-2.3%
  • 3M24.4%
  • 1Y87.5%
  • YTD36.4%

Over the last 7 days, the Electronic Equipment and Components industry has dropped 2.3%, driven by Amphenol declining 6.7%. In the past year, the industry has gained 90%. As for the next few years, earnings are expected to grow by 27% 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
Sun, 07 Jun 2026US$902.7bUS$427.9bUS$17.3b32.7x52.2x2.1x
Tue, 05 May 2026US$855.0bUS$421.5bUS$16.8b29.8x50.9x2x
Thu, 02 Apr 2026US$717.8bUS$411.1bUS$15.4b29.6x46.5x1.7x
Sat, 28 Feb 2026US$789.8bUS$405.2bUS$15.2b27.2x52x1.9x
Mon, 26 Jan 2026US$687.8bUS$396.2bUS$16.3b26.9x42.1x1.7x
Wed, 24 Dec 2025US$668.5bUS$397.3bUS$16.2b24.9x41.2x1.7x
Fri, 21 Nov 2025US$629.8bUS$395.9bUS$16.0b22.6x39.4x1.6x
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
Price to Earnings Ratio

25.4x


Total Market Cap: US$382.9bTotal Earnings: US$15.1bTotal Revenue: US$362.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electronic Equipment and Components Industry Price to Earnings3Y Average 33.7x202420252026
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 55.9x which is higher than its 3-year average PE of 33.7x.
  • The 3-year average PS ratio of 1.4x is lower than the industry's current PS ratio of 2.3x.
Past Earnings Growth
  • The earnings for companies in the Electronic industry have grown 4.7% per year over the last three years.
  • Revenues for these companies have grown 5.7% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

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

US Market-2.79%
Tech-5.22%
Electronic Equipment and Components-2.27%
Technology Distributors3.31%
Electronic Manufacturing Services-1.55%
Electronic Components-2.75%
Electronic Equipment and Instruments-4.29%
Industry PE
  • Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 55.3x.
    • Analysts are expecting annual earnings growth of 25.0%, which is higher than its past year's earnings growth of 7.5% 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 16.5x.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Components industry, expecting annual earnings growth of 31% over the next 5 years.
  • This is better than its past earnings growth rate of 18% per year.
  • In contrast, the Technology Distributors industry is expected to see its earnings grow by 18% 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
COHR CoherentUS$376.994.3%
+US$3.0b		372.8%PE184.1x
CDW CDWUS$133.046.1%
+US$969.6m		-25.4%PE15.8x
VSH Vishay IntertechnologyUS$57.209.9%
+US$700.9m		277.3%PE3417.6x
SNX TD SYNNEXUS$268.802.9%
+US$604.5m		117.6%PE22.1x
FLEX FlexUS$151.920.8%
+US$417.7m		252.7%PE63.3x

Latest News

APH
US$138.81
Amphenol
7D
-6.7%
1Y
48.7%
ARW
US$219.09
Arrow Electronics
7D
2.1%
1Y
79.7%
KEYS
US$329.83
Keysight Technologies
7D
-2.5%
1Y
103.7%
CGNX
US$60.82
Cognex
7D
-7.6%
1Y
100.9%
FLEX
US$151.92
Flex
7D
0.8%
1Y
252.7%
COHR
US$376.99
Coherent
7D
4.3%
1Y
372.8%
JBL
US$353.24
Jabil
7D
-3.1%
1Y
100.0%
TTMI
US$167.62
TTM Technologies
7D
-3.5%
1Y
404.6%
Narrative Update • Jun 05

TTMI: AI And Defense Demand Will Shape Future Earnings Power

Analysts have raised the TTM Technologies price target from $170 to $209, citing stronger AI-related demand across defense, data center, networking, and industrial end markets, expanded manufacturing capacity, and growing vertically integrated electronics capabilities as key factors supporting the updated outlook. Analyst Commentary Recent research notes show a cluster of higher price targets on TTM Technologies, with analysts pointing to AI exposure, capacity additions, and integrated electronics as key inputs into their valuation work.
VSH
US$57.20
Vishay Intertechnology
7D
9.9%
1Y
277.3%
Narrative Update • Jun 05

VSH: Elevated Multiple Will Test Earnings Power As Demand Pull Forward Fades

Narrative Update on Vishay Intertechnology Analysts have lifted their price views on Vishay Intertechnology, with the modeled fair value moving from $17.50 to $34.00 as they factor in higher projected revenue growth, improved profit margins, and a lower expected future P/E, while also considering what they see as stretched valuation, rising raw material costs, and potential pull forward in demand. What's in the News Q1 2026 results: Revenue of US$839.2 million, up 17.3% year over year, with a return to profitability as net income reached US$7.16 million and adjusted EPS came in at US$0.05, ahead of analyst expectations.
SNX
US$268.80
TD SYNNEX
7D
2.9%
1Y
117.6%
TDY
US$602.27
Teledyne Technologies
7D
-2.8%
1Y
20.3%
CDW
US$133.04
CDW
7D
6.1%
1Y
-25.4%
Narrative Update • Jun 03

CDW: AI Backlog And Cost Savings Will Not Offset Margin Risks

CDW's analyst price target has been updated to $123 from $142, as analysts factor in more conservative assumptions on growth and valuation, while still pointing to potential upside linked to AI, modernization demand, and a solid order backlog. Analyst Commentary Recent Street research on CDW reflects a mix of optimism about AI and modernization demand alongside a reset in expectations around growth and valuation.
NSIT
US$111.07
Insight Enterprises
7D
4.4%
1Y
-17.0%
Narrative Update • Jun 03

NSIT: AI Security Launch And Upgraded Ratings Will Shape Future Returns

Analysts have raised their price target for Insight Enterprises to $105 from $80, citing continued enterprise demand momentum, returning cloud growth, accelerating cloud gross profit and an elevated hardware backlog as key supports for the updated view. Analyst Commentary Recent research highlights a clear shift in sentiment toward Insight Enterprises, with JPMorgan moving the stock to Neutral from Underweight and lifting its price target to $105 from $80.
INGM
US$29.51
Ingram Micro Holding
7D
4.5%
1Y
47.2%
GLW
US$177.58
Corning
7D
-2.0%
1Y
250.2%
Narrative Update • Jun 02

GLW: AI Infrastructure Euphoria Will Likely Limit Future Share Upside

Corning's updated analyst narrative keeps fair value steady at $149.00 per share. A series of recent price target increases and its addition to a major "US 1 List" reflect analysts' focus on slightly higher modeled revenue growth, modestly stronger profit margins, and a marginally lower future P/E multiple.
FN
US$621.25
Fabrinet
7D
-5.0%
1Y
164.4%
Narrative Update • Jun 01

FN: CPO Expansion And Buybacks Will Support Future Upside Potential

Analysts have lifted their price target for Fabrinet from $582.22 to $749.11, citing updated assumptions for revenue growth, profit margins, and future P/E that feed into a higher fair value estimate and a slightly higher discount rate. What's in the News Fabrinet made a minority investment in Taiwan based Raytek Semiconductor, a wafer level packaging specialist, to strengthen its position in the co packaged optics (CPO) supply chain.