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U.S. Electronic Equipment and Components Industry Analysis

UpdatedAug 19, 2025
DataAggregated Company Financials
Companies182
  • 7D0.3%
  • 3M18.9%
  • 1Y31.7%
  • YTD25.2%

Over the last 7 days, the Electronic Equipment and Components industry has remained flat, although notably Coherent declined by 20%. The past year has been better, since the industry has gained 32% in that time. Looking forward, 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
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
Fri, 26 Aug 2022US$376.7bUS$334.5bUS$16.7b16.2x22.5x1.1x
Price to Earnings Ratio

22.5x


Total Market Cap: US$376.7bTotal Earnings: US$16.7bTotal Revenue: US$334.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electronic Equipment and Components Industry Price to Earnings3Y Average 27.4x202320242025
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 42.1x which is higher than its 3-year average PE of 27.4x.
  • 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 6.5% 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 Market1.26%
Tech0.33%
Electronic Equipment and Components0.33%
Technology Distributors1.86%
Electronic Equipment and Instruments1.50%
Electronic Manufacturing Services-0.34%
Electronic Components-0.47%
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 22.3%, 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 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$111.061.1%
+US$1.5b		67.4%PE42.6x
TEL TE ConnectivityUS$203.701.9%
+US$1.1b		35.3%PE41.4x
KEYS Keysight TechnologiesUS$164.431.8%
+US$506.0m		18.7%PE38.1x
GLW CorningUS$65.520.8%
+US$462.6m		61.3%PE68.5x
CGNX CognexUS$43.016.3%
+US$426.5m		8.7%PE59.2x

Latest News

FN
US$327.12
Fabrinet
7D
-1.6%
1Y
41.3%
APH
US$111.06
Amphenol
7D
1.1%
1Y
67.4%
TEL
US$203.70
TE Connectivity
7D
1.9%
1Y
35.3%
COHR
US$90.49
Coherent
7D
-20.3%
1Y
16.8%

AI Data Centers And Texas Manufacturing Will Strengthen Future Fundamentals

Coherent’s price target was maintained as analysts balanced near-term concerns over modest results and elevated expectations with optimism on ongoing market share gains in high-speed optical markets and supportive long-term demand trends, leaving the consensus fair value unchanged at $111.44. Analyst Commentary Bullish analysts cite slightly better than expected Q4 results, with Coherent trading at a significant discount to peers and suggesting opportunity on post-earnings weakness.
TTMI
US$41.82
TTM Technologies
7D
-6.3%
1Y
114.8%
RAL
US$43.20
Ralliant
7D
-3.4%
1Y
n/a
NOVT
US$120.23
Novanta
7D
6.3%
1Y
-33.6%
JBL
US$215.66
Jabil
7D
-3.1%
1Y
100.7%
GLW
US$65.52
Corning
7D
0.8%
1Y
61.3%
MIR
US$20.48
Mirion Technologies
7D
-3.9%
1Y
91.6%
FLEX
US$49.77
Flex
7D
-4.0%
1Y
58.0%
ZBRA
US$317.48
Zebra Technologies
7D
1.6%
1Y
-8.5%
VNT
US$42.45
Vontier
7D
5.2%
1Y
22.4%
CGNX
US$43.01
Cognex
7D
6.3%
1Y
8.7%
TDY
US$536.59
Teledyne Technologies
7D
-1.0%
1Y
27.9%
KEYS
US$164.43
Keysight Technologies
7D
1.8%
1Y
18.7%