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

U.S. Electronic Equipment and Components Industry Analysis

UpdatedFeb 04, 2026
DataAggregated Company Financials
Companies183
  • 7D-1.7%
  • 3M9.5%
  • 1Y54.5%
  • YTD8.5%

In the last week, the Electronic Equipment and Components industry is up 1.4%, with Corning up 16%. In the same time, Amphenol was down 6.8%. This means that the industry has gained 54% over the past year. 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
Wed, 04 Feb 2026US$707.1bUS$401.4bUS$16.8b27.5x42.1x1.8x
Fri, 02 Jan 2026US$659.2bUS$397.3bUS$16.2b25x40.6x1.7x
Sun, 30 Nov 2025US$656.7bUS$396.1bUS$16.3b24x40.2x1.7x
Tue, 28 Oct 2025US$658.7bUS$390.7bUS$14.3b25.9x45.9x1.7x
Thu, 25 Sep 2025US$636.9bUS$386.6bUS$13.5b24x47.1x1.6x
Sat, 23 Aug 2025US$565.7bUS$386.6bUS$13.5b23.9x42x1.5x
Mon, 21 Jul 2025US$556.1bUS$377.6bUS$13.6b23.9x40.8x1.5x
Wed, 18 Jun 2025US$500.4bUS$376.8bUS$13.5b22.5x37x1.3x
Fri, 16 May 2025US$481.6bUS$375.4bUS$13.3b21.2x36.1x1.3x
Sun, 13 Apr 2025US$388.7bUS$371.4bUS$13.9b19.2x28x1x
Tue, 11 Mar 2025US$431.7bUS$371.1bUS$14.7b20.5x29.4x1.2x
Thu, 06 Feb 2025US$477.2bUS$370.9bUS$14.6b24.5x32.6x1.3x
Sat, 04 Jan 2025US$457.2bUS$368.1bUS$15.5b25.9x29.5x1.2x
Mon, 02 Dec 2024US$478.8bUS$369.6bUS$15.5b26.4x30.8x1.3x
Wed, 30 Oct 2024US$464.0bUS$372.3bUS$16.2b23.6x28.7x1.2x
Fri, 27 Sep 2024US$441.1bUS$323.2bUS$15.8b23.3x27.9x1.4x
Sun, 25 Aug 2024US$447.9bUS$324.2bUS$15.9b22.4x28.1x1.4x
Tue, 23 Jul 2024US$437.7bUS$329.2bUS$15.1b22.4x29.1x1.3x
Thu, 20 Jun 2024US$440.8bUS$331.2bUS$15.2b21x29x1.3x
Sat, 18 May 2024US$433.5bUS$331.4bUS$15.4b20.6x28.1x1.3x
Mon, 15 Apr 2024US$407.3bUS$338.7bUS$15.7b18.8x26x1.2x
Wed, 13 Mar 2024US$413.9bUS$341.3bUS$14.9b19.4x27.7x1.2x
Fri, 09 Feb 2024US$395.3bUS$342.1bUS$14.7b20.1x26.9x1.2x
Sun, 07 Jan 2024US$387.7bUS$352.2bUS$13.7b20x28.2x1.1x
Tue, 05 Dec 2023US$374.1bUS$353.4bUS$13.8b18x27.1x1.1x
Thu, 02 Nov 2023US$343.9bUS$355.4bUS$13.9b16.7x24.7x1x
Sat, 30 Sep 2023US$370.3bUS$358.4bUS$14.4b16.3x25.7x1x
Mon, 28 Aug 2023US$378.5bUS$360.3bUS$14.6b16.7x25.9x1.1x
Wed, 26 Jul 2023US$399.2bUS$361.2bUS$14.8b16.9x26.9x1.1x
Fri, 23 Jun 2023US$384.5bUS$362.7bUS$15.1b17.4x25.5x1.1x
Sun, 21 May 2023US$358.6bUS$362.4bUS$15.1b15.4x23.8x1x
Tue, 18 Apr 2023US$363.0bUS$361.4bUS$16.1b16.8x22.5x1x
Thu, 16 Mar 2023US$352.6bUS$359.3bUS$15.9b16.3x22.1x1x
Sat, 11 Feb 2023US$380.7bUS$360.6bUS$16.1b17x23.6x1.1x
Price to Earnings Ratio

23.6x


Total Market Cap: US$380.7bTotal Earnings: US$16.1bTotal Revenue: US$360.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electronic Equipment and Components Industry Price to Earnings3Y Average 30.7x202420252026
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 41.2x which is higher than its 3-year average PE of 30.7x.
  • The 3-year average PS ratio of 1.3x is lower than the industry's current PS ratio of 1.7x.
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 3.6% 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 Market-1.35%
Tech-5.09%
Electronic Equipment and Components-1.66%
Technology Distributors3.48%
Electronic Equipment and Instruments1.25%
Electronic Manufacturing Services0.46%
Electronic Components-4.71%
Industry PE
  • Investors are most optimistic about the Electronic Components industry which is trading above its 3-year average PE ratio of 45.5x.
    • Analysts are expecting annual earnings growth of 23.3%, which is lower than the prior year's growth of 28.1% per year.
  • Investors are most pessimistic about the Technology Distributors industry, which is trading close to its 3-year average of 16.0x.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Components industry, expecting annual earnings growth of 23% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the Technology Distributors industry is expected to see its earnings grow by 15% 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
COHR CoherentUS$229.187.1%
+US$2.6b		161.2%PE330.8x
GLW CorningUS$112.792.8%
+US$1.7b		116.7%PE60x
KEYS Keysight TechnologiesUS$227.164.3%
+US$1.6b		29.1%PE44.8x
TTMI TTM TechnologiesUS$107.5713.7%
+US$1.3b		342.7%PE84.2x
TDY Teledyne TechnologiesUS$640.424.0%
+US$1.1b		24.5%PE33.6x

Latest News

PLXS
US$203.78
Plexus
7D
17.4%
1Y
45.2%
TTMI
US$107.57
TTM Technologies
7D
13.7%
1Y
342.7%
TDY
US$640.42
Teledyne Technologies
7D
4.0%
1Y
24.5%
FN
US$448.53
Fabrinet
7D
-10.0%
1Y
116.5%
LFUS
US$331.94
Littelfuse
7D
12.1%
1Y
43.7%
COHR
US$229.18
Coherent
7D
7.1%
1Y
161.2%
KEYS
US$227.16
Keysight Technologies
7D
4.3%
1Y
29.1%
NSIT
US$79.06
Insight Enterprises
7D
-5.7%
1Y
-54.2%

NSIT: Transition Year Will Test Solutions Shift And Margin Upside Potential

Analysts have reduced their fair value estimate for Insight Enterprises by $10 to $90, reflecting a lower assumed future P/E multiple and slightly softer revenue growth expectations. This comes even as they factor in a modestly higher profit margin profile and highlight the stock in recent best ideas lists, while keeping a "show me" stance on execution.
GLW
US$112.79
Corning
7D
2.8%
1Y
116.7%
APH
US$147.06
Amphenol
7D
-11.5%
1Y
111.0%
OSIS
US$255.99
OSI Systems
7D
-7.6%
1Y
28.4%
AVT
US$62.99
Avnet
7D
19.6%
1Y
26.0%

Earnings Tell The Story For Avnet, Inc. (NASDAQ:AVT) As Its Stock Soars 28%

Jan 30
Earnings Tell The Story For Avnet, Inc. (NASDAQ:AVT) As Its Stock Soars 28%
BMI
US$147.43
Badger Meter
7D
-10.3%
1Y
-32.0%
OUST
US$20.27
Ouster
7D
-17.0%
1Y
100.7%
TEL
US$226.35
TE Connectivity
7D
-1.9%
1Y
56.4%

TEL: Share Repurchases And 2026 EPS Guidance Will Support Future Upside

Analysts have nudged their price target on TE Connectivity higher to about US$274 from roughly US$272, citing updated assumptions that reflect slightly different views on the discount rate, revenue growth, profit margin, and future P/E. What's in the News TE Connectivity issued earnings guidance for the first quarter of fiscal 2026, with expected sales of about US$4.5b and GAAP EPS from continuing operations of roughly US$2.33.
ZBRA
US$233.16
Zebra Technologies
7D
-2.3%
1Y
-39.2%

ZBRA: Industrial Automation Tailwinds Will Support Post 2025 Margin Recovery

Narrative Update Analysts have modestly trimmed their blended price target on Zebra Technologies to about US$339 from roughly US$358, reflecting slightly lower fair value and P/E assumptions, even as they cite mixed signals around growth and margins following recent research updates from firms covering industrial technology and automation end markets. Analyst Commentary Recent research paints a mixed picture on Zebra Technologies, with some analysts lifting targets while others trim expectations following Q3 results and Q4 guidance.