Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Electronic Equipment and Components Industry Analysis

UpdatedSep 21, 2025
DataAggregated Company Financials
Companies179
  • 7D3.0%
  • 3M22.7%
  • 1Y40.7%
  • YTD36.6%

In the last week, the Electronic Equipment and Components industry is up 3.0%, with Amphenol up 4.4%. Meanwhile, Forward Industries actually underperformed within the industry, shrinking 16% in the last week. This means that the industry has gained 41% over the past year. 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
Sun, 21 Sep 2025US$630.0bUS$386.6bUS$13.5b24.3x46.6x1.6x
Tue, 19 Aug 2025US$574.4bUS$386.2bUS$13.7b24.1x42.1x1.5x
Thu, 17 Jul 2025US$541.9bUS$377.6bUS$13.6b24x39.8x1.4x
Sat, 14 Jun 2025US$500.7bUS$375.7bUS$13.4b22x37.4x1.3x
Mon, 12 May 2025US$454.2bUS$375.4bUS$13.3b20.8x34x1.2x
Wed, 09 Apr 2025US$371.5bUS$371.4bUS$13.9b18.3x26.7x1x
Fri, 07 Mar 2025US$439.8bUS$371.1bUS$14.7b20.6x29.9x1.2x
Sun, 02 Feb 2025US$483.0bUS$370.8bUS$14.8b25.4x32.6x1.3x
Tue, 31 Dec 2024US$465.9bUS$368.1bUS$15.5b25.1x30x1.3x
Thu, 28 Nov 2024US$477.4bUS$369.6bUS$15.5b26.4x30.7x1.3x
Sat, 26 Oct 2024US$462.7bUS$372.2bUS$16.6b23.8x27.9x1.2x
Mon, 23 Sep 2024US$444.5bUS$323.9bUS$15.8b23.1x28.2x1.4x
Wed, 21 Aug 2024US$435.4bUS$324.3bUS$15.8b22.1x27.5x1.3x
Fri, 19 Jul 2024US$450.1bUS$329.1bUS$15.0b22.2x29.9x1.4x
Sun, 16 Jun 2024US$431.1bUS$331.2bUS$15.2b21x28.3x1.3x
Tue, 14 May 2024US$423.7bUS$331.4bUS$15.4b20.9x27.4x1.3x
Thu, 11 Apr 2024US$421.0bUS$338.7bUS$15.7b18.9x26.8x1.2x
Sat, 09 Mar 2024US$417.1bUS$341.2bUS$14.9b19.6x27.9x1.2x
Mon, 05 Feb 2024US$405.4bUS$348.6bUS$15.0b20x27.1x1.2x
Wed, 03 Jan 2024US$401.0bUS$352.2bUS$13.7b20.7x29.2x1.1x
Fri, 01 Dec 2023US$368.0bUS$353.4bUS$13.8b17.3x26.6x1x
Sun, 29 Oct 2023US$339.6bUS$357.6bUS$14.4b16.4x23.6x0.9x
Tue, 26 Sep 2023US$365.6bUS$360.4bUS$14.6b15.9x25x1x
Thu, 24 Aug 2023US$380.9bUS$360.3bUS$14.6b16.8x26.1x1.1x
Sat, 22 Jul 2023US$395.2bUS$361.5bUS$15.1b16.8x26.2x1.1x
Mon, 19 Jun 2023US$390.1bUS$362.8bUS$15.1b16.3x25.8x1.1x
Wed, 17 May 2023US$347.7bUS$362.4bUS$15.1b15.9x23.1x1x
Fri, 14 Apr 2023US$365.1bUS$361.4bUS$16.1b16.9x22.6x1x
Sun, 12 Mar 2023US$356.2bUS$359.3bUS$15.9b16.7x22.3x1x
Tue, 07 Feb 2023US$384.9bUS$358.1bUS$16.2b17.4x23.7x1.1x
Thu, 05 Jan 2023US$346.7bUS$354.0bUS$16.5b15.8x21x1x
Sat, 03 Dec 2022US$366.3bUS$353.0bUS$16.6b16.5x22.1x1x
Mon, 31 Oct 2022US$372.4bUS$350.0bUS$16.7b15.6x22.3x1.1x
Wed, 28 Sep 2022US$323.9bUS$346.2bUS$16.9b14.4x19.2x0.9x
Price to Earnings Ratio

19.2x


Total Market Cap: US$323.9bTotal Earnings: US$16.9bTotal Revenue: US$346.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electronic Equipment and Components Industry Price to Earnings3Y Average 28x202320242025
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 46.6x which is higher than its 3-year average PE of 28.0x.
  • The 3-year average PS ratio of 1.2x is lower than the industry's current PS ratio of 1.6x.
Past Earnings Growth
  • The earnings for companies in the Electronic industry have declined 7.1% per year over the last three years.
  • Meanwhile revenues for these companies have grown 3.7% 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 Market1.49%
Tech2.51%
Electronic Equipment and Components2.96%
Electronic Components3.92%
Electronic Manufacturing Services3.26%
Electronic Equipment and Instruments2.96%
Technology Distributors-1.74%
Industry PE
  • Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 50.4x.
    • Analysts are expecting annual earnings growth of 23.9%, which is higher than its past year's earnings growth of 4.2% 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 15.3x.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Equipment and Instruments industry, expecting annual earnings growth of 24% over the next 5 years.
  • This is better than its past earnings growth rate of 4.2% per year.
  • In contrast, the Technology Distributors industry is expected to see its earnings grow by 14% 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$123.944.4%
+US$6.4b		88.0%PE47.6x
GLW CorningUS$79.563.3%
+US$2.2b		78.8%PE83.2x
TEL TE ConnectivityUS$216.173.0%
+US$1.9b		46.0%PE43.9x
KEYS Keysight TechnologiesUS$178.154.5%
+US$1.3b		16.9%PE56.3x
JBL JabilUS$224.344.8%
+US$1.1b		96.9%PE41.7x

Latest News

COHR
US$109.11
Coherent
7D
5.9%
1Y
25.4%

Coherent Corp.'s (NYSE:COHR) 26% Share Price Surge Not Quite Adding Up

Sep 20
Coherent Corp.'s (NYSE:COHR) 26% Share Price Surge Not Quite Adding Up
EVLV
US$8.03
Evolv Technologies Holdings
7D
-8.3%
1Y
79.6%
SNX
US$149.98
TD SYNNEX
7D
-1.1%
1Y
27.1%

Digital Transformation And AI Will Expand Global Infrastructure

The upward revision in TD SYNNEX’s price target reflects analyst optimism driven by robust enterprise hardware spending, anticipated multi-quarter PC refresh cycles, strong performance in networking and AI infrastructure, and solid earnings execution, resulting in a new consensus price target of $158.27. Analyst Commentary Bullish analysts highlight continued strength in enterprise hardware spending, with value-added reseller checks suggesting in-line to better-than-expected trends and a tactically positive set-up into upcoming earnings.
GLW
US$79.56
Corning
7D
3.3%
1Y
78.8%

Optical Communications And Solar Sectors Will Open New Markets

Corning’s consensus price target rose to $71.42 as analysts point to robust Q3 guidance, ongoing AI-driven fiber demand, capital spending catalysts, and margin strength as key growth drivers supporting higher valuation. Analyst Commentary Bullish analysts cite strong Q3 guidance, with revenue growth of 13% year-over-year and EPS growth of 21% year-over-year, as supporting further upside to estimates.
FORD
US$30.45
Forward Industries
7D
-15.7%
1Y
762.6%
PAR
US$42.32
PAR Technology
7D
-3.9%
1Y
-24.5%
ARW
US$121.72
Arrow Electronics
7D
-5.2%
1Y
-7.5%
JBL
US$224.34
Jabil
7D
4.8%
1Y
96.9%
CXT
US$56.47
Crane NXT
7D
-6.4%
1Y
-4.3%

When Should You Buy Crane NXT, Co. (NYSE:CXT)?

Sep 15
When Should You Buy Crane NXT, Co. (NYSE:CXT)?
KEYS
US$178.15
Keysight Technologies
7D
4.5%
1Y
16.9%
TEL
US$216.17
TE Connectivity
7D
3.0%
1Y
46.0%
FN
US$383.13
Fabrinet
7D
7.0%
1Y
65.5%

Is Fabrinet (NYSE:FN) Potentially Undervalued?

Sep 13
Is Fabrinet (NYSE:FN) Potentially Undervalued?
AEIS
US$174.35
Advanced Energy Industries
7D
10.7%
1Y
71.6%
APH
US$123.94
Amphenol
7D
4.4%
1Y
88.0%
CDW
US$161.22
CDW
7D
-1.9%
1Y
-28.4%

AI, Cloud And Cybersecurity Will Expand IT Horizons

Analysts maintained a cautious outlook on CDW due to ongoing weakness in the Education segment and unclear demand recovery timelines—despite strengths in Healthcare and Commercial divisions—resulting in an unchanged consensus price target of $206.80. Analyst Commentary Mixed performance across business segments, with Healthcare and Commercial divisions showing strength while Education faces ongoing weakness.
NSIT
US$119.07
Insight Enterprises
7D
-4.0%
1Y
-44.3%

Insight Enterprises: Neutral On Hardware Rebound, Partner Program Headwinds

Aug 28