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U.S. Electronic Equipment and Components Industry Analysis

UpdatedNov 24, 2025
DataAggregated Company Financials
Companies183
  • 7D3.4%
  • 3M10.4%
  • 1Y35.0%
  • YTD40.4%

The Electronic Equipment and Components industry is up 1.3% in the last week, with Amphenol up 4.1%. This means that the industry has gained 32% over the past year. As for the next few years, earnings are expected to grow by 22% 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
Wed, 26 Nov 2025US$614.9bUS$395.9bUS$16.0b23.4x38.4x1.6x
Fri, 24 Oct 2025US$636.5bUS$390.7bUS$14.3b26.9x44.4x1.6x
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
Price to Earnings Ratio

22.1x


Total Market Cap: US$366.3bTotal Earnings: US$16.6bTotal Revenue: US$353.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electronic Equipment and Components Industry Price to Earnings3Y Average 29.4x202320242025
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 38.4x which is higher than its 3-year average PE of 29.4x.
  • 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 remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 3.9% 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 and as a result, profits have held steady.

Industry Trends

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

US Market2.41%
Tech0.67%
Electronic Equipment and Components3.37%
Electronic Equipment and Instruments6.24%
Electronic Components4.33%
Technology Distributors2.76%
Electronic Manufacturing Services-0.87%
Industry PE
  • Investors are most optimistic about the Electronic Equipment and Instruments industry, which is trading close to its 3-year average PE ratio of 50.7x.
    • Analysts are expecting annual earnings growth of 23.9%, which is higher than its past year's earnings growth of 2.2% per year.
  • Investors are most pessimistic about the Technology Distributors industry, which is trading close to its 3-year average of 15.7x.
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 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$137.814.1%
+US$6.6b		88.1%PE44.1x
KEYS Keysight TechnologiesUS$195.4611.9%
+US$3.4b		13.7%PE61.5x
GLW CorningUS$82.953.5%
+US$2.4b		72.8%PE52.1x
COHR CoherentUS$148.857.7%
+US$1.7b		47.3%PE197.8x
TRMB TrimbleUS$80.857.2%
+US$1.3b		11.7%PE53.8x

Latest News

KEYS
US$195.46
Keysight Technologies
7D
11.9%
1Y
13.7%
ZBRA
US$249.31
Zebra Technologies
7D
8.0%
1Y
-38.1%
FLEX
US$57.35
Flex
7D
-0.4%
1Y
43.7%
UMAC
US$8.41
Unusual Machines
7D
-3.2%
1Y
-15.0%
GLW
US$82.95
Corning
7D
3.5%
1Y
72.8%
APH
US$137.81
Amphenol
7D
4.1%
1Y
88.1%

APH: Margin Upside And End Market Demand Will Drive Continued Outperformance

Amphenol's analyst price target has been raised to approximately $148 from $144. Analysts point to stronger-than-expected sales growth and improved end market dynamics following recent quarterly results.
TEL
US$222.26
TE Connectivity
7D
-4.6%
1Y
47.0%

TEL: Rising Margins And Robust Guidance Will Drive Future Upside

Analysts have raised their price target on TE Connectivity, increasing their fair value estimate by approximately $1.86 per share to $270.24. This change reflects modest improvements in projected profit margins and a slightly higher future earnings multiple.
JBL
US$203.98
Jabil
7D
2.6%
1Y
53.7%

JBL: Expansion Into AI and Cybersecurity Will Drive 2025 Upside

Narrative Update on Jabil: Analyst Price Target Change Analysts have maintained their price target for Jabil at $247.38. This decision reflects negligible changes in key financial outlook metrics and overall business fundamentals.
SANM
US$154.32
Sanmina
7D
-1.4%
1Y
97.0%

SANM: Full Rack Assembly Expansion Will Drive Momentum Amid Macro Uncertainty

Analysts have raised their price target on Sanmina from $150 to $180, citing stronger fiscal Q4 results, a recovering communications end market, and expanded capabilities. However, they note ongoing integration challenges and macroeconomic uncertainty.
COHR
US$148.85
Coherent
7D
7.7%
1Y
47.3%
TRMB
US$80.85
Trimble
7D
7.2%
1Y
11.7%
INVZ
US$1.21
Innoviz Technologies
7D
-4.7%
1Y
70.5%

Innoviz Technologies: Can Growth Outrun Cash Burn?

Nov 18
NSIT
US$85.22
Insight Enterprises
7D
-3.2%
1Y
-45.3%

NSIT: Shares Will Benefit From Ongoing AI Partnerships And Leadership Stability

Analysts have revised their price target for Insight Enterprises downward from $152 to approximately $137, citing updates to fair value estimates and a slightly higher discount rate. These changes reflect a more cautious outlook on future performance.
FN
US$429.69
Fabrinet
7D
5.0%
1Y
82.5%

FN: Significant Buyback Completion Will Drive Projected Upside Momentum

Fabrinet Sees Analyst Price Target Jump with Optimistic Revenue Projections Analysts have raised their fair value estimate for Fabrinet from $364.13 to $479.25, citing stronger anticipated revenue growth as a primary driver for the upward revision. What's in the News Fabrinet has completed the repurchase of 3,875,048 shares, representing 10.53% for $360.28 million, as part of the buyback announced on August 21, 2017 (Key Developments).
POAS
US$3.62
Phaos Technology Holdings (Cayman)
7D
-11.7%
1Y
n/a
CLMB
US$101.16
Climb Global Solutions
7D
-2.7%
1Y
-25.8%