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U.S. Electronic Equipment and Components Industry Analysis

UpdatedMay 26, 2026
DataAggregated Company Financials
Companies185
  • 7D5.9%
  • 3M13.5%
  • 1Y97.6%
  • YTD37.1%

Over the last 7 days, the Electronic Equipment and Components industry has risen 5.9%, driven by gains in Amphenol and Corning of 11% and 10%, respectively. Meanwhile, Zepp Health actually underperformed within the industry, shrinking 6.5% in the last week. This takes the industry's 12 month performance to a gain of 98%. Earnings are forecast to grow by 27% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 26 May 2026US$907.0bUS$427.9bUS$17.3b30x52.4x2.1x
Thu, 23 Apr 2026US$871.8bUS$411.8bUS$16.3b27.5x53.5x2.1x
Sat, 21 Mar 2026US$728.3bUS$408.4bUS$15.4b28.5x47.3x1.8x
Mon, 16 Feb 2026US$750.7bUS$404.8bUS$15.0b28.3x50.1x1.9x
Wed, 14 Jan 2026US$670.1bUS$395.3bUS$16.0b27.1x41.8x1.7x
Fri, 12 Dec 2025US$694.6bUS$396.0bUS$16.3b25.8x42.5x1.8x
Sun, 09 Nov 2025US$660.2bUS$395.9bUS$16.0b25.3x41.2x1.7x
Tue, 07 Oct 2025US$626.1bUS$388.4bUS$13.7b25.2x45.7x1.6x
Thu, 04 Sep 2025US$575.8bUS$386.6bUS$13.5b23.1x42.7x1.5x
Sat, 02 Aug 2025US$569.8bUS$383.9bUS$15.0b22.8x37.9x1.5x
Mon, 30 Jun 2025US$530.2bUS$377.8bUS$13.5b23.6x39.2x1.4x
Wed, 28 May 2025US$474.3bUS$375.7bUS$13.4b22.4x35.4x1.3x
Fri, 25 Apr 2025US$408.1bUS$373.3bUS$13.6b20.4x30x1.1x
Sun, 23 Mar 2025US$437.8bUS$371.0bUS$13.9b20.4x31.4x1.2x
Tue, 18 Feb 2025US$477.2bUS$370.8bUS$14.8b23.9x32.2x1.3x
Thu, 16 Jan 2025US$467.2bUS$369.6bUS$15.6b25.8x30x1.3x
Sat, 14 Dec 2024US$481.0bUS$369.6bUS$15.6b26.4x30.8x1.3x
Mon, 11 Nov 2024US$489.6bUS$369.8bUS$15.8b24.5x30.9x1.3x
Wed, 09 Oct 2024US$443.5bUS$323.1bUS$15.9b24.2x28x1.4x
Fri, 06 Sep 2024US$422.5bUS$323.9bUS$15.9b21.8x26.7x1.3x
Sun, 04 Aug 2024US$405.0bUS$325.4bUS$14.5b22.2x28x1.2x
Tue, 02 Jul 2024US$430.5bUS$329.2bUS$15.1b21.4x28.5x1.3x
Thu, 30 May 2024US$435.9bUS$331.2bUS$15.3b21x28.6x1.3x
Sat, 27 Apr 2024US$409.8bUS$338.7bUS$15.9b18.8x25.8x1.2x
Mon, 25 Mar 2024US$417.7bUS$339.8bUS$15.7b19x26.7x1.2x
Wed, 21 Feb 2024US$402.8bUS$341.3bUS$15.0b19.1x26.8x1.2x
Fri, 19 Jan 2024US$388.9bUS$350.3bUS$13.7b19.2x28.4x1.1x
Sun, 17 Dec 2023US$404.4bUS$352.2bUS$13.7b20.9x29.5x1.1x
Tue, 14 Nov 2023US$354.7bUS$353.6bUS$13.9b18.2x25.5x1x
Thu, 12 Oct 2023US$371.8bUS$358.4bUS$14.4b17.2x25.8x1x
Sat, 09 Sep 2023US$377.5bUS$360.4bUS$14.6b15.6x25.8x1x
Mon, 07 Aug 2023US$389.7bUS$359.4bUS$15.1b16.8x25.8x1.1x
Wed, 05 Jul 2023US$395.4bUS$361.6bUS$15.0b17.5x26.3x1.1x
Fri, 02 Jun 2023US$363.0bUS$362.6bUS$15.1b16.5x24.1x1x
Price to Earnings Ratio

24.1x


Total Market Cap: US$363.0bTotal 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 33.4x202420252026
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 52.4x which is higher than its 3-year average PE of 33.4x.
  • The 3-year average PS ratio of 1.4x is lower than the industry's current PS ratio of 2.1x.
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 Market1.21%
Tech2.70%
Electronic Equipment and Components5.92%
Electronic Components7.83%
Electronic Manufacturing Services4.70%
Technology Distributors4.60%
Electronic Equipment and Instruments3.41%
Industry PE
  • Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 55.0x.
    • Analysts are expecting annual earnings growth of 24.8%, which is higher than its past year's earnings growth of 10.1% per year.
  • Investors are most pessimistic about the Technology Distributors industry, which is trading close to its 3-year average of 16.5x.
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
APH AmphenolUS$132.0610.8%
+US$15.8b		49.5%PE36.4x
GLW CorningUS$194.0510.4%
+US$15.7b		288.7%PE92.3x
COHR CoherentUS$377.576.8%
+US$4.7b		365.0%PE184.4x
JBL JabilUS$364.359.5%
+US$3.3b		115.4%PE47.5x
TTMI TTM TechnologiesUS$189.9217.7%
+US$3.0b		537.7%PE101x

Latest News

GLW
US$194.05
Corning
7D
10.4%
1Y
288.7%
FLEX
US$132.47
Flex
7D
4.9%
1Y
211.8%
TEL
US$202.78
TE Connectivity
7D
3.4%
1Y
25.7%
Seeking Alpha • May 25

TE Connectivity: An Undervalued Stock For Long-Term Dividend Growth Investors

Summary TE Connectivity plc is an American-Irish-domiciled technology company that designs and manufactures electrical and electronic components. TE Connectivity has already increased its dividend for 13 consecutive years. Its 10-year dividend growth rate is 8.1%, which is very solid, but the more recent trend has been one of dividend growth acceleration. Profitability is outstanding. Return on equity has averaged 20.8% over the last five years, while net margin has averaged 14.6%. TEL stock is now trading hands for a P/E ratio of 20.5. For a company expected to grow at a high-teens rate over the coming years, that’s laughably low. Read the full article on Seeking Alpha
JBL
US$364.35
Jabil
7D
9.5%
1Y
115.4%
Narrative Update • May 25

JBL: AI Data Center Alliances Will Mask Earnings Risk And Overvaluation

Analysts have raised their $ fair value estimate for Jabil from about $302.78 to roughly $316.33, reflecting updated assumptions around slightly higher revenue growth, a modestly different discount rate, a stable profit margin profile and a slightly higher future P/E multiple. What's in the News Jabil issued earnings guidance for the third quarter of fiscal 2026, projecting net revenue between US$8.1b and US$8.9b, U.S. GAAP operating income between US$398 million and US$458 million, and U.S. GAAP diluted EPS between US$2.36 and US$2.76 per share (company guidance).
TTMI
US$189.92
TTM Technologies
7D
17.7%
1Y
537.7%
APH
US$132.06
Amphenol
7D
10.8%
1Y
49.5%
COHR
US$377.57
Coherent
7D
6.8%
1Y
365.0%
MIR
US$18.35
Mirion Technologies
7D
-0.1%
1Y
-5.6%
CGTL
US$0.35
Creative Global Technology Holdings
7D
-11.5%
1Y
-62.8%
VSH
US$47.25
Vishay Intertechnology
7D
27.6%
1Y
226.5%
RVSN
US$5.00
Rail Vision
7D
-17.6%
1Y
-57.2%
ZEPP
US$8.62
Zepp Health
7D
-6.5%
1Y
239.4%
WRAP
US$1.46
Wrap Technologies
7D
-0.7%
1Y
0.7%
REFR
US$0.75
Research Frontiers
7D
-2.6%
1Y
-55.4%
GAUZ
US$0.66
Gauzy
7D
-15.4%
1Y
-92.2%
LHSW
US$0.21
Lianhe Sowell International Group
7D
-8.0%
1Y
-86.9%