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U.S. Electronic Equipment and Components Industry Analysis

UpdatedApr 29, 2026
DataAggregated Company Financials
Companies182
  • 7D-5.2%
  • 3M17.5%
  • 1Y100.9%
  • YTD25.4%

In the last week, the Electronic Equipment and Components industry is down 5.2% with TE Connectivity down the most at 16%. In contrast, Sanmina has gained 24%. In the past year, the industry has gained 101%. Looking forward, earnings are forecast to grow by 22% 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, 29 Apr 2026US$858.4bUS$414.5bUS$16.5b26.9x51.9x2.1x
Fri, 27 Mar 2026US$754.0bUS$408.4bUS$15.3b29.1x49.3x1.8x
Sun, 22 Feb 2026US$773.2bUS$404.8bUS$15.0b30x51.4x1.9x
Tue, 20 Jan 2026US$701.6bUS$395.3bUS$16.0b27.8x43.8x1.8x
Thu, 18 Dec 2025US$646.8bUS$396.0bUS$16.2b24.1x40x1.6x
Sat, 15 Nov 2025US$637.4bUS$395.9bUS$16.0b23.7x39.8x1.6x
Mon, 13 Oct 2025US$607.5bUS$388.4bUS$13.7b24.9x44.3x1.6x
Wed, 10 Sep 2025US$599.1bUS$386.6bUS$13.5b23.9x44.4x1.5x
Fri, 08 Aug 2025US$570.5bUS$386.0bUS$13.6b23.5x41.9x1.5x
Sun, 06 Jul 2025US$544.4bUS$377.6bUS$13.6b25.5x40x1.4x
Tue, 03 Jun 2025US$483.3bUS$375.7bUS$13.4b22x36.1x1.3x
Thu, 01 May 2025US$427.1bUS$374.0bUS$13.6b20.2x31.5x1.1x
Sat, 29 Mar 2025US$433.7bUS$371.6bUS$13.9b20.5x31.3x1.2x
Mon, 24 Feb 2025US$467.5bUS$370.9bUS$14.8b23.8x31.6x1.3x
Wed, 22 Jan 2025US$478.3bUS$369.6bUS$15.6b26.1x30.8x1.3x
Fri, 20 Dec 2024US$460.7bUS$368.2bUS$15.5b24.9x29.7x1.3x
Sun, 17 Nov 2024US$458.3bUS$369.6bUS$15.8b23.6x28.9x1.2x
Tue, 15 Oct 2024US$457.1bUS$323.1bUS$15.9b24.1x28.8x1.4x
Thu, 12 Sep 2024US$419.6bUS$323.9bUS$15.8b21.6x26.6x1.3x
Sat, 10 Aug 2024US$409.4bUS$324.3bUS$15.6b21x26.2x1.3x
Mon, 08 Jul 2024US$428.0bUS$329.2bUS$15.1b21.3x28.3x1.3x
Wed, 05 Jun 2024US$432.4bUS$331.3bUS$15.3b21.1x28.3x1.3x
Fri, 03 May 2024US$401.3bUS$331.6bUS$15.4b19x26x1.2x
Sun, 31 Mar 2024US$423.1bUS$338.7bUS$15.7b19.1x27x1.2x
Tue, 27 Feb 2024US$409.1bUS$341.2bUS$14.9b19.7x27.4x1.2x
Thu, 25 Jan 2024US$396.5bUS$350.4bUS$15.2b19.1x26.1x1.1x
Sat, 23 Dec 2023US$406.8bUS$352.2bUS$13.7b21.2x29.6x1.2x
Mon, 20 Nov 2023US$369.4bUS$353.7bUS$13.9b18.1x26.6x1x
Wed, 18 Oct 2023US$364.0bUS$358.4bUS$14.4b17x25.2x1x
Fri, 15 Sep 2023US$372.3bUS$360.4bUS$14.6b15.9x25.5x1x
Sun, 13 Aug 2023US$386.1bUS$359.6bUS$15.0b16.6x25.8x1.1x
Tue, 11 Jul 2023US$399.2bUS$361.6bUS$15.0b17.2x26.6x1.1x
Thu, 08 Jun 2023US$368.6bUS$362.6bUS$15.1b16.5x24.4x1x
Sat, 06 May 2023US$347.2bUS$359.8bUS$15.1b16.6x23x1x
Price to Earnings Ratio

23x


Total Market Cap: US$347.2bTotal Earnings: US$15.1bTotal Revenue: US$359.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electronic Equipment and Components Industry Price to Earnings3Y Average 32.7x202420252026
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 51.9x which is higher than its 3-year average PE of 32.7x.
  • The 3-year average PS ratio of 1.3x is lower than the industry's current PS ratio of 2.1x.
Past Earnings Growth
  • The earnings for companies in the Electronic industry have grown 3.1% per year over the last three years.
  • Revenues for these companies have grown 4.8% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

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

US Market-0.028%
Tech0.32%
Electronic Equipment and Components-5.22%
Technology Distributors-0.70%
Electronic Equipment and Instruments-2.60%
Electronic Manufacturing Services-5.11%
Electronic Components-6.98%
Industry PE
  • Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 54.0x.
    • Analysts are expecting annual earnings growth of 21.8%, which is higher than its past year's earnings growth of 5.6% 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 16.3x.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Components industry, expecting annual earnings growth of 25% over the next 5 years.
  • However this is lower than its past earnings growth rate of 35% 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
SANM SanminaUS$215.4623.8%
+US$2.0b		172.7%PE44.5x
TTMI TTM TechnologiesUS$137.599.9%
+US$1.3b		573.8%PE80.5x
FLEX FlexUS$87.162.4%
+US$742.7m		149.9%PE37.6x
SNX TD SYNNEXUS$223.353.8%
+US$656.0m		101.1%PE18.3x
ARW Arrow ElectronicsUS$184.023.3%
+US$301.9m		65.2%PE16.5x

Latest News

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1Y
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TEL
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TE Connectivity
7D
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1Y
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7D
4.0%
1Y
79.8%

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ZBRA
US$219.24
Zebra Technologies
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-7.4%
1Y
-14.4%

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