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U.S. Electronic Equipment and Components Industry Analysis

UpdatedNov 07, 2025
DataAggregated Company Financials
Companies180
  • 7D-0.4%
  • 3M14.6%
  • 1Y35.8%
  • YTD44.2%

Last week, the Electronic Equipment and Components industry hasn't moved much but Coherent is up 20% in that time. As for the the longer term, the industry is up 36% over the past 12 months. 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, 07 Nov 2025US$668.7bUS$395.7bUS$16.0b24.9x41.8x1.7x
Sun, 05 Oct 2025US$626.1bUS$388.4bUS$13.7b24x45.7x1.6x
Tue, 02 Sep 2025US$578.3bUS$386.6bUS$13.5b22.8x42.9x1.5x
Thu, 31 Jul 2025US$575.7bUS$382.9bUS$15.1b23.8x38.1x1.5x
Sat, 28 Jun 2025US$530.3bUS$377.8bUS$13.5b23.6x39.2x1.4x
Mon, 26 May 2025US$474.3bUS$375.7bUS$13.4b22.1x35.4x1.3x
Wed, 23 Apr 2025US$383.6bUS$371.4bUS$13.9b19.3x27.6x1x
Fri, 21 Mar 2025US$442.8bUS$371.0bUS$13.9b20.7x31.8x1.2x
Sun, 16 Feb 2025US$477.2bUS$370.8bUS$14.8b23.9x32.2x1.3x
Tue, 14 Jan 2025US$461.5bUS$369.6bUS$15.6b24.8x29.6x1.2x
Thu, 12 Dec 2024US$477.1bUS$369.6bUS$15.6b26.2x30.6x1.3x
Sat, 09 Nov 2024US$489.0bUS$369.7bUS$15.8b24.2x30.9x1.3x
Mon, 07 Oct 2024US$444.5bUS$323.1bUS$15.8b24.1x28.2x1.4x
Wed, 04 Sep 2024US$443.7bUS$323.9bUS$15.9b21.9x27.9x1.4x
Fri, 02 Aug 2024US$435.8bUS$327.2bUS$14.6b22.5x29.9x1.3x
Sun, 30 Jun 2024US$430.2bUS$329.4bUS$15.1b21.6x28.5x1.3x
Tue, 28 May 2024US$440.3bUS$331.3bUS$15.3b21.6x28.9x1.3x
Thu, 25 Apr 2024US$405.3bUS$338.8bUS$15.9b19.2x25.5x1.2x
Sat, 23 Mar 2024US$417.7bUS$339.8bUS$15.7b19x26.7x1.2x
Mon, 19 Feb 2024US$406.1bUS$341.3bUS$15.0b19.5x27x1.2x
Wed, 17 Jan 2024US$390.2bUS$350.3bUS$13.7b19.4x28.5x1.1x
Fri, 15 Dec 2023US$389.8bUS$352.2bUS$13.7b21.4x28.4x1.1x
Sun, 12 Nov 2023US$354.9bUS$353.6bUS$13.9b17.5x25.6x1x
Tue, 10 Oct 2023US$367.4bUS$358.4bUS$14.4b17x25.5x1x
Thu, 07 Sep 2023US$383.6bUS$360.4bUS$14.6b16.3x26.2x1.1x
Sat, 05 Aug 2023US$389.3bUS$359.4bUS$15.1b16.8x25.8x1.1x
Mon, 03 Jul 2023US$396.2bUS$361.6bUS$15.1b17x26.3x1.1x
Wed, 31 May 2023US$365.5bUS$362.6bUS$15.1b16.5x24.2x1x
Fri, 28 Apr 2023US$343.2bUS$361.2bUS$15.6b15.2x21.9x1x
Sun, 26 Mar 2023US$358.4bUS$360.1bUS$15.9b16.7x22.6x1x
Tue, 21 Feb 2023US$386.0bUS$359.1bUS$15.8b17.2x24.4x1.1x
Thu, 19 Jan 2023US$371.5bUS$354.7bUS$16.6b16.7x22.4x1x
Sat, 17 Dec 2022US$343.4bUS$354.1bUS$16.5b15.8x20.8x1x
Mon, 14 Nov 2022US$384.0bUS$354.3bUS$16.5b15.8x23.3x1.1x
Price to Earnings Ratio

23.3x


Total Market Cap: US$384.0bTotal Earnings: US$16.5bTotal Revenue: US$354.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electronic Equipment and Components Industry Price to Earnings3Y Average 29.1x202320242025
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 41.8x which is higher than its 3-year average PE of 29.1x.
  • The 3-year average PS ratio of 1.2x is lower than the industry's current PS ratio of 1.7x.
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 3.8% 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-1.75%
Tech-4.31%
Electronic Equipment and Components-0.38%
Electronic Manufacturing Services1.32%
Electronic Components-0.10%
Electronic Equipment and Instruments-0.87%
Technology Distributors-5.24%
Industry PE
  • Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 50.8x.
    • Analysts are expecting annual earnings growth of 23.4%, which is higher than its past year's earnings growth of 9.2% per year.
  • Investors are most pessimistic about the Technology Distributors industry, which is trading close to its 3-year average of 15.6x.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Equipment and Instruments industry, expecting annual earnings growth of 23% over the next 5 years.
  • This is better than its past earnings growth rate of 9.2% 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
COHR CoherentUS$159.3020.0%
+US$4.2b		45.5%PE211.7x
GLW CorningUS$87.86-2.7%
US$2.4b		82.2%PE55.1x
SANM SanminaUS$172.5127.3%
+US$2.0b		106.8%PE37.4x
KEYS Keysight TechnologiesUS$185.055.5%
+US$1.7b		12.0%PE58.5x
FN FabrinetUS$461.245.3%
+US$833.0m		75.8%PE47.1x

Latest News

NOVT
US$107.26
Novanta
7D
-14.3%
1Y
-40.9%
CDW
US$141.56
CDW
7D
-9.7%
1Y
-30.2%

CDW's (NASDAQ:CDW) Shareholders Will Receive A Bigger Dividend Than Last Year

Nov 07
CDW's (NASDAQ:CDW) Shareholders Will Receive A Bigger Dividend Than Last Year
COHR
US$159.30
Coherent
7D
20.0%
1Y
45.5%

What Coherent Corp.'s (NYSE:COHR) 40% Share Price Gain Is Not Telling You

Nov 07
What Coherent Corp.'s (NYSE:COHR) 40% Share Price Gain Is Not Telling You
GLW
US$87.86
Corning
7D
-2.7%
1Y
82.2%
AEIS
US$219.20
Advanced Energy Industries
7D
6.6%
1Y
86.8%
OSIS
US$282.27
OSI Systems
7D
15.8%
1Y
89.4%
OUST
US$24.13
Ouster
7D
-25.4%
1Y
206.6%
APH
US$138.11
Amphenol
7D
-0.7%
1Y
86.8%
SANM
US$172.51
Sanmina
7D
27.3%
1Y
106.8%

SANM: Full Rack Assembly Expansion Will Balance Opportunity And Macroeconomic Risk

Sanmina's analyst price target has been raised significantly from $158.50 to $190.00. This increase reflects renewed optimism from analysts who highlight strong sector recovery and new business opportunities, despite ongoing macroeconomic and integration challenges.
KEYS
US$185.05
Keysight Technologies
7D
5.5%
1Y
12.0%
FLEX
US$63.31
Flex
7D
-1.1%
1Y
58.3%

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.
JBL
US$215.06
Jabil
7D
-2.9%
1Y
56.6%

JBL: Share Buybacks And AI Programs Will Drive Substantial Upside In 2025

Analysts have maintained Jabil's price target at $247.38, citing negligible changes in key assumptions and consistent financial forecasts. What's in the News Jabil completed a repurchase of 97,063 shares for $25.02 million and has now bought back 6,663,761 shares totaling $1,000 million under its buyback program announced in September 2024 (Key Developments).
FN
US$461.24
Fabrinet
7D
5.3%
1Y
75.8%
SNX
US$150.02
TD SYNNEX
7D
-3.5%
1Y
20.2%

SNX: Surging Demand and AI Opportunities Will Drive Outperformance This Year

TD SYNNEX's analyst price targets have risen significantly, with multiple firms boosting estimates by $10 to over $30 per share. Analysts cite robust Q3 results, strong demand trends, and continued outperformance in key business segments as primary drivers behind the updates.
TTMI
US$68.11
TTM Technologies
7D
9.9%
1Y
169.8%
TDY
US$506.68
Teledyne Technologies
7D
-2.1%
1Y
6.1%

Defense And Diversified Markets Will Drive Outperformance Amid Order Strength

Teledyne Technologies' analyst fair value estimate has been raised by nearly $8 to approximately $620.82, as analysts cite continued strong sales performance, a resilient defense business, and a robust order backlog as key reasons for the upward revision. Analyst Commentary Following Teledyne Technologies' latest results and updates, analysts have provided a balanced mix of positive and cautionary observations regarding the company’s outlook, valuation, and execution.