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U.S. Electronic Equipment and Components Industry Analysis

UpdatedAug 15, 2025
DataAggregated Company Financials
Companies180
  • 7D1.5%
  • 3M18.3%
  • 1Y33.9%
  • YTD25.5%

The Electronic Equipment and Components industry is up 1.5% in the last week, with Amphenol up 2.0%. During this same period, the Coherent underperformed, falling 19%. In the last 12 months, the industry was up 34%. Earnings are forecast to grow by 21% 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, 15 Aug 2025US$589.7bUS$386.2bUS$13.6b23.5x43.4x1.5x
Sun, 13 Jul 2025US$542.0bUS$377.6bUS$13.6b24.3x39.8x1.4x
Tue, 10 Jun 2025US$497.6bUS$375.7bUS$13.4b22.1x37.2x1.3x
Thu, 08 May 2025US$439.8bUS$374.2bUS$13.3b20.2x33.1x1.2x
Sat, 05 Apr 2025US$388.1bUS$371.4bUS$13.9b18.4x27.9x1x
Mon, 03 Mar 2025US$455.9bUS$370.8bUS$14.8b22.1x30.8x1.2x
Wed, 29 Jan 2025US$472.9bUS$370.8bUS$14.4b25.5x32.9x1.3x
Fri, 27 Dec 2024US$470.0bUS$368.2bUS$15.5b26.1x30.3x1.3x
Sun, 24 Nov 2024US$479.5bUS$369.5bUS$15.5b24.5x30.9x1.3x
Tue, 22 Oct 2024US$459.2bUS$323.1bUS$15.9b23.7x28.9x1.4x
Thu, 19 Sep 2024US$434.3bUS$323.9bUS$15.8b22.5x27.5x1.3x
Sat, 17 Aug 2024US$430.0bUS$324.2bUS$15.8b22.1x27.2x1.3x
Mon, 15 Jul 2024US$450.9bUS$329.1bUS$15.0b22.2x30x1.4x
Wed, 12 Jun 2024US$430.3bUS$331.2bUS$15.2b20.6x28.3x1.3x
Fri, 10 May 2024US$421.9bUS$331.4bUS$15.3b20.7x27.6x1.3x
Sun, 07 Apr 2024US$419.2bUS$338.6bUS$15.7b18.6x26.7x1.2x
Tue, 05 Mar 2024US$420.8bUS$341.3bUS$15.0b19.4x28.1x1.2x
Thu, 01 Feb 2024US$406.8bUS$349.9bUS$15.1b19.2x26.9x1.2x
Sat, 30 Dec 2023US$410.3bUS$352.2bUS$13.7b20.9x29.9x1.2x
Mon, 27 Nov 2023US$370.5bUS$353.4bUS$13.8b18x26.8x1x
Wed, 25 Oct 2023US$342.9bUS$358.4bUS$14.4b16.7x23.8x1x
Fri, 22 Sep 2023US$364.6bUS$360.4bUS$14.6b15.8x25x1x
Sun, 20 Aug 2023US$373.3bUS$360.3bUS$14.6b16.6x25.6x1x
Tue, 18 Jul 2023US$397.8bUS$361.5bUS$15.1b16.5x26.4x1.1x
Thu, 15 Jun 2023US$382.9bUS$362.6bUS$15.1b15.7x25.4x1.1x
Sat, 13 May 2023US$346.7bUS$361.5bUS$14.9b16.5x23.3x1x
Mon, 10 Apr 2023US$357.5bUS$361.4bUS$16.1b16.5x22.2x1x
Wed, 08 Mar 2023US$368.2bUS$359.3bUS$16.0b17x23.1x1x
Fri, 03 Feb 2023US$392.1bUS$356.8bUS$16.1b17.3x24.4x1.1x
Sun, 01 Jan 2023US$341.7bUS$354.0bUS$16.5b15.4x20.7x1x
Tue, 29 Nov 2022US$354.7bUS$352.9bUS$16.6b16.2x21.4x1x
Thu, 27 Oct 2022US$341.2bUS$345.2bUS$16.7b15.2x20.4x1x
Sat, 24 Sep 2022US$327.0bUS$334.5bUS$16.7b14.2x19.6x1x
Mon, 22 Aug 2022US$383.5bUS$334.3bUS$16.8b16.6x22.9x1.1x
Price to Earnings Ratio

22.9x


Total Market Cap: US$383.5bTotal Earnings: US$16.8bTotal Revenue: US$334.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electronic Equipment and Components Industry Price to Earnings3Y Average 27.3x202320242025
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 43.4x which is higher than its 3-year average PE of 27.3x.
  • The 3-year average PS ratio of 1.2x is lower than the industry's current PS ratio of 1.5x.
Past Earnings Growth
  • The earnings for companies in the Electronic industry have declined 6.7% per year over the last three years.
  • Meanwhile revenues for these companies have grown 4.9% 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, which has decreased profits.

Industry Trends

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

US Market1.65%
Tech0.66%
Electronic Equipment and Components1.47%
Technology Distributors5.05%
Electronic Equipment and Instruments2.49%
Electronic Manufacturing Services1.13%
Electronic Components0.051%
Industry PE
  • Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 50.1x.
    • Analysts are expecting annual earnings growth of 22.0%, which is higher than its past year's earnings decline of 2.2% 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 15.1x.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Equipment and Instruments industry, expecting annual earnings growth of 22% over the next 5 years.
  • This is better than its past earnings decline 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
APH AmphenolUS$110.742.0%
+US$2.7b
67.7%PE42.5x
TEL TE ConnectivityUS$206.973.5%
+US$2.1b
38.9%PE42x
GLW CorningUS$65.761.5%
+US$856.6m
63.3%PE68.8x
OUST OusterUS$35.0535.9%
+US$638.7m
337.6%PS16.1x
SNX TD SYNNEXUS$150.895.2%
+US$611.1m
28.9%PE17.3x

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