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U.S. Electronic Equipment and Components Industry Analysis

UpdatedMay 13, 2026
DataAggregated Company Financials
Companies184
  • 7D5.9%
  • 3M21.6%
  • 1Y94.0%
  • YTD37.1%

Over the last 7 days, the Electronic Equipment and Components industry has risen 5.9%, driven by gains from Corning of 22%. Meanwhile, Amphenol actually underperformed within the industry, shrinking 6.5% in the last week. In the last 12 months, the industry was up 94%. Looking forward, earnings are forecast to grow by 24% 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, 13 May 2026US$904.4bUS$425.8bUS$17.5b27.9x51.6x2.1x
Fri, 10 Apr 2026US$799.5bUS$411.1bUS$15.4b31.6x51.7x1.9x
Sun, 08 Mar 2026US$705.4bUS$406.8bUS$15.3b27x46.1x1.7x
Tue, 03 Feb 2026US$690.2bUS$401.1bUS$16.8b27.2x41.2x1.7x
Thu, 01 Jan 2026US$665.4bUS$397.3bUS$16.2b25x41x1.7x
Sat, 29 Nov 2025US$656.6bUS$396.1bUS$16.3b24x40.2x1.7x
Mon, 27 Oct 2025US$658.7bUS$390.7bUS$14.3b25.5x45.9x1.7x
Wed, 24 Sep 2025US$633.5bUS$386.6bUS$13.5b24.7x46.9x1.6x
Fri, 22 Aug 2025US$564.5bUS$386.5bUS$13.5b22.9x41.9x1.5x
Sun, 20 Jul 2025US$556.1bUS$377.6bUS$13.6b23.9x40.8x1.5x
Tue, 17 Jun 2025US$490.7bUS$375.7bUS$13.4b22.5x36.7x1.3x
Thu, 15 May 2025US$484.1bUS$375.4bUS$13.3b21.2x36.3x1.3x
Sat, 12 Apr 2025US$385.1bUS$371.4bUS$13.9b19.2x27.7x1x
Mon, 10 Mar 2025US$432.4bUS$371.1bUS$14.7b21.1x29.4x1.2x
Wed, 05 Feb 2025US$475.4bUS$370.9bUS$14.8b24x32.1x1.3x
Fri, 03 Jan 2025US$460.2bUS$368.1bUS$15.5b25.5x29.6x1.2x
Sun, 01 Dec 2024US$478.8bUS$369.6bUS$15.5b26.4x30.8x1.3x
Tue, 29 Oct 2024US$462.0bUS$371.9bUS$16.6b23.7x27.9x1.2x
Thu, 26 Sep 2024US$446.2bUS$323.9bUS$15.8b23.2x28.3x1.4x
Sat, 24 Aug 2024US$440.5bUS$324.2bUS$15.9b22.4x27.7x1.4x
Mon, 22 Jul 2024US$437.7bUS$329.2bUS$15.1b22.1x29.1x1.3x
Wed, 19 Jun 2024US$438.1bUS$331.2bUS$15.2b20.7x28.8x1.3x
Fri, 17 May 2024US$434.1bUS$331.4bUS$15.4b21.5x28.1x1.3x
Sun, 14 Apr 2024US$416.9bUS$338.7bUS$15.7b18.8x26.6x1.2x
Tue, 12 Mar 2024US$413.9bUS$341.3bUS$14.9b19.1x27.7x1.2x
Thu, 08 Feb 2024US$392.2bUS$344.2bUS$14.9b19.4x26.3x1.1x
Sat, 06 Jan 2024US$388.3bUS$352.2bUS$13.7b20x28.3x1.1x
Mon, 04 Dec 2023US$374.1bUS$353.4bUS$13.8b17.1x27.1x1.1x
Wed, 01 Nov 2023US$343.7bUS$357.1bUS$14.2b16.7x24.2x1x
Fri, 29 Sep 2023US$370.3bUS$358.4bUS$14.4b16.1x25.7x1x
Sun, 27 Aug 2023US$378.5bUS$360.3bUS$14.6b16.7x25.9x1.1x
Tue, 25 Jul 2023US$394.6bUS$361.5bUS$15.1b16.7x26.1x1.1x
Thu, 22 Jun 2023US$384.7bUS$362.7bUS$15.1b17.4x25.5x1.1x
Sat, 20 May 2023US$358.6bUS$362.4bUS$15.1b15.4x23.8x1x
Price to Earnings Ratio

23.8x


Total Market Cap: US$358.6bTotal Earnings: US$15.1bTotal Revenue: US$362.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electronic Equipment and Components Industry Price to Earnings3Y Average 33.1x202420252026
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 51.6x which is higher than its 3-year average PE of 33.1x.
  • 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 5.2% per year over the last three years.
  • Revenues for these companies have grown 5.5% 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 Market1.52%
Tech4.72%
Electronic Equipment and Components5.90%
Electronic Manufacturing Services10.11%
Electronic Components7.61%
Electronic Equipment and Instruments2.04%
Technology Distributors-6.79%
Industry PE
  • Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 54.6x.
    • Analysts are expecting annual earnings growth of 20.3%, which is higher than its past year's earnings growth of 7.5% per year.
  • Investors are most pessimistic about the Technology Distributors industry, which is trading close to its 3-year average of 16.4x.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Components industry, expecting annual earnings growth of 27% 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 18% 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
GLW CorningUS$198.2422.3%
+US$31.1b		316.3%PE94.3x
FLEX FlexUS$139.6944.8%
+US$15.9b		233.8%PE60.3x
COHR CoherentUS$374.0111.4%
+US$7.6b		374.0%PE182.6x
TEL TE ConnectivityUS$213.733.3%
+US$2.0b		31.6%PE21.5x
JBL JabilUS$350.804.0%
+US$1.4b		110.0%PE45.7x

Latest News

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7D
44.8%
1Y
233.8%
APH
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7D
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1Y
49.1%
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GLW
US$198.24
Corning
7D
22.3%
1Y
316.3%
COHR
US$374.01
Coherent
7D
11.4%
1Y
374.0%
JBL
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Jabil
7D
4.0%
1Y
110.0%
INGM
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7D
-7.6%
1Y
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1Y
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3.3%
1Y
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1Y
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-27.4%
1Y
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-16.0%
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84.8%
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