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U.S. Electronic Equipment and Components Industry Analysis

UpdatedJun 24, 2026
DataAggregated Company Financials
Companies182
  • 7D1.3%
  • 3M27.3%
  • 1Y94.4%
  • YTD45.6%

The Electronic Equipment and Components industry is up 1.3% in the last week, with Corning up 9.4%. Meanwhile, TE Connectivity actually underperformed within the industry, shrinking 6.4% in the last week. In the last 12 months, the industry was up 94%. Earnings are forecast to grow by 28% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 24 Jun 2026US$1.0tUS$428.9bUS$17.4b32.4x58x2.3x
Fri, 22 May 2026US$863.6bUS$427.9bUS$17.3b28.9x49.9x2x
Sun, 19 Apr 2026US$864.5bUS$411.1bUS$15.4b29.1x56x2.1x
Tue, 17 Mar 2026US$713.3bUS$406.8bUS$15.3b28.6x46.5x1.8x
Thu, 12 Feb 2026US$740.2bUS$404.4bUS$15.7b27.1x47.3x1.8x
Sat, 10 Jan 2026US$644.8bUS$395.3bUS$16.0b26x40.3x1.6x
Mon, 08 Dec 2025US$672.7bUS$396.0bUS$16.3b24.6x41.2x1.7x
Wed, 05 Nov 2025US$668.0bUS$395.3bUS$15.5b25.2x43x1.7x
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
Price to Earnings Ratio

26.3x


Total Market Cap: US$396.3bTotal Earnings: US$15.1bTotal Revenue: US$361.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electronic Equipment and Components Industry Price to Earnings3Y Average 34.2x202420252026
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 58.0x which is higher than its 3-year average PE of 34.2x.
  • 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 4.8% per year over the last three years.
  • Revenues for these companies have grown 5.9% 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-2.31%
Tech-1.40%
Electronic Equipment and Components1.26%
Electronic Components2.92%
Technology Distributors0.03%
Electronic Equipment and Instruments-0.12%
Electronic Manufacturing Services-0.71%
Industry PE
  • Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 55.8x.
    • Analysts are expecting annual earnings growth of 24.8%, which is higher than its past year's earnings growth of 8.1% 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 16.7x.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Components industry, expecting annual earnings growth of 30% 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 19% 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$194.079.4%
+US$14.3b		277.4%PE92.3x
FLEX FlexUS$151.853.3%
+US$1.8b		216.9%PE63.2x
TTMI TTM TechnologiesUS$213.176.8%
+US$1.4b		462.9%PE113.4x
SNX TD SYNNEXUS$290.142.8%
+US$645.5m		112.0%PE23.8x
AEIS Advanced Energy IndustriesUS$364.964.1%
+US$551.8m		175.4%PE72.4x

Latest News

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IPGP: Rich P/E And Execution Risks Will Limit Strategy-Driven Upside

Analysts have adjusted their price targets on IPG Photonics in a mixed but generally constructive way, with Roth Capital lifting its target by $2 to $151. The firm points to the company’s refreshed management approach, broader use of its product portfolio, and entry into new, higher-growth markets as key supports for the updated outlook.
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1Y
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2.8%
1Y
112.0%
Narrative Update • Jun 22

SNX: Future Returns Will Reflect AI Data Center And Hyve Execution

The analyst price target for TD SYNNEX has shifted higher from $247.82 to $269.82, reflecting updated assumptions for slightly lower discount rates, modestly higher revenue growth and profit margins, and a somewhat richer future P/E multiple in light of recent Street research highlighting potential benefits from data center demand, AI infrastructure projects, and Hyve's contribution. Analyst Commentary Recent Street research on TD SYNNEX centers on how the stock reflects expectations around data center demand, AI infrastructure spending, and Hyve's role in supporting growth and margins.
TTMI
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TTM Technologies
7D
6.8%
1Y
462.9%
COHR
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Coherent
7D
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CGNX
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7D
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1Y
108.3%
Analysis Article • Jun 20

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Cognex (CGNX) has moved into focus after being added to the Zacks Rank #1 (Strong Buy) list, a shift driven by a higher consensus earnings estimate for its machine vision business. See our latest analysis for Cognex. Cognex’s recent earnings estimate upgrade and macro driven swings have come against a backdrop of strong share price momentum, with a 90 day share price return of 34.24% and a 1 year total shareholder return of 124.77%. This suggests recent optimism is building on an already...
KEYS
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Keysight Technologies
7D
0.7%
1Y
114.0%
Analysis Article • Jun 20

Keysight Technologies (KEYS) Stock Could Be 5.1% Undervalued After Q2 Earnings Beat

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GLW
US$194.07
Corning
7D
9.4%
1Y
277.4%
MIR
US$18.78
Mirion Technologies
7D
8.5%
1Y
-7.3%
AEIS
US$364.96
Advanced Energy Industries
7D
4.1%
1Y
175.4%
Seeking Alpha • Jun 18

Advanced Energy Industries: An Overlooked Winner In AI Infrastructure

Summary Advanced Energy Industries, Inc. delivered 26.3% Q1 top-line growth, driven by surging data center computing demand and robust AI infrastructure investments. Margins should benefit from a richer product mix and operational improvements. Despite the recent stock rally, AEIS's present valuation is justified by its transition to higher-margin AI infrastructure and sustained double-digit growth outlook. I maintain a buy rating on AEIS, citing strong demand, margin expansion, and compelling long-term positioning in AI and semiconductor markets. Read the full article on Seeking Alpha
TEL
US$203.05
TE Connectivity
7D
-6.4%
1Y
22.0%
Narrative Update • Jun 13

TEL: AI Connectivity And Buybacks Will Drive Multi Year Upside

Analysts have nudged their price target on TE Connectivity slightly higher to $263.47 from $263.32, reflecting updated views on fair value, discount rate assumptions, profit margins and future P/E multiples. What's in the News TE Connectivity shares recently moved higher, with investors focusing on the company’s role in high speed connectivity for AI and data center infrastructure, according to recent news reports.