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U.S. Electronic Equipment and Components Industry Analysis

UpdatedMay 16, 2026
DataAggregated Company Financials
Companies187
  • 7D0.7%
  • 3M18.4%
  • 1Y90.2%
  • YTD34.6%

The Electronic Equipment and Components is pretty flat in the last 7 days, but Coherent has stood out, gaining 14%. The past year has been better, since the industry has gained 90% in that time. Earnings are forecast to grow by 25% annually.

Industry Valuation and Performance

Has the U.S. Electronic Equipment and Components Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 16 May 2026US$923.2bUS$426.4bUS$17.5b30.6x52.8x2.2x
Mon, 13 Apr 2026US$828.6bUS$411.1bUS$15.4b31.6x53.6x2x
Wed, 11 Mar 2026US$726.1bUS$406.8bUS$15.3b27.6x47.4x1.8x
Fri, 06 Feb 2026US$682.4bUS$402.8bUS$15.5b26.2x44x1.7x
Sun, 04 Jan 2026US$678.1bUS$397.3bUS$16.2b24.7x41.8x1.7x
Tue, 02 Dec 2025US$656.7bUS$396.1bUS$16.3b23.9x40.2x1.7x
Thu, 30 Oct 2025US$656.3bUS$391.5bUS$14.9b25.7x44.2x1.7x
Sat, 27 Sep 2025US$616.3bUS$388.8bUS$13.6b23.9x45.2x1.6x
Mon, 25 Aug 2025US$580.1bUS$386.6bUS$13.5b23.9x43x1.5x
Wed, 23 Jul 2025US$555.0bUS$379.3bUS$14.0b23.8x39.7x1.5x
Fri, 20 Jun 2025US$501.9bUS$376.8bUS$13.5b22.7x37.1x1.3x
Sun, 18 May 2025US$486.7bUS$375.5bUS$13.3b22.5x36.6x1.3x
Tue, 15 Apr 2025US$388.6bUS$371.4bUS$13.9b19.3x28x1x
Thu, 13 Mar 2025US$421.1bUS$371.1bUS$14.7b20.5x28.6x1.1x
Sat, 08 Feb 2025US$483.9bUS$370.7bUS$14.6b23.7x33.1x1.3x
Mon, 06 Jan 2025US$466.2bUS$368.1bUS$15.5b25.9x30x1.3x
Wed, 04 Dec 2024US$483.5bUS$369.6bUS$15.5b25.8x31.1x1.3x
Fri, 01 Nov 2024US$449.9bUS$369.9bUS$15.9b22.4x28.4x1.2x
Sun, 29 Sep 2024US$450.2bUS$323.2bUS$15.8b23.6x28.5x1.4x
Tue, 27 Aug 2024US$448.0bUS$324.2bUS$15.9b22.3x28.1x1.4x
Thu, 25 Jul 2024US$446.6bUS$329.2bUS$15.1b22.3x29.7x1.4x
Sat, 22 Jun 2024US$435.1bUS$329.5bUS$15.1b20.8x28.8x1.3x
Mon, 20 May 2024US$433.5bUS$331.4bUS$15.4b21.7x28.1x1.3x
Wed, 17 Apr 2024US$403.7bUS$338.7bUS$15.7b18.9x25.8x1.2x
Fri, 15 Mar 2024US$414.1bUS$341.3bUS$14.9b19x27.8x1.2x
Sun, 11 Feb 2024US$405.6bUS$342.1bUS$15.0b20.3x27.1x1.2x
Tue, 09 Jan 2024US$387.7bUS$352.2bUS$13.7b20.1x28.2x1.1x
Thu, 07 Dec 2023US$372.2bUS$353.4bUS$13.8b16.9x26.9x1.1x
Sat, 04 Nov 2023US$356.7bUS$353.1bUS$13.7b15.9x26x1x
Mon, 02 Oct 2023US$369.9bUS$358.4bUS$14.4b16.6x25.6x1x
Wed, 30 Aug 2023US$388.0bUS$360.3bUS$14.6b16.8x26.6x1.1x
Fri, 28 Jul 2023US$401.4bUS$361.1bUS$14.7b17.4x27.2x1.1x
Sun, 25 Jun 2023US$377.8bUS$362.8bUS$15.1b16.8x25x1x
Tue, 23 May 2023US$361.6bUS$362.4bUS$15.1b15.5x24x1x
Price to Earnings Ratio

24x


Total Market Cap: US$361.6bTotal 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 33.2x202420252026
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 52.8x which is higher than its 3-year average PE of 33.2x.
  • The 3-year average PS ratio of 1.3x is lower than the industry's current PS ratio of 2.2x.
Past Earnings Growth
  • The earnings for companies in the Electronic industry have grown 5.1% per year over the last three years.
  • Revenues for these companies have grown 5.6% 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-0.92%
Tech0.94%
Electronic Equipment and Components0.73%
Electronic Components2.12%
Electronic Manufacturing Services-0.015%
Electronic Equipment and Instruments-1.00%
Technology Distributors-1.23%
Industry PE
  • Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 54.7x.
    • Analysts are expecting annual earnings growth of 24.0%, which is higher than its past year's earnings growth of 8.1% 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 better than its past earnings growth rate of 19% per year.
  • In contrast, the Technology Distributors industry is expected to see its earnings grow by 19% 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$382.4514.1%
+US$9.2b		386.6%PE186.8x
GLW CorningUS$191.812.6%
+US$4.2b		297.8%PE91.2x
FN FabrinetUS$722.0416.2%
+US$3.6b		214.5%PE61.5x
ZBRA Zebra TechnologiesUS$259.3514.7%
+US$1.4b		-13.7%PE29.6x
RAL RalliantUS$59.3525.7%
+US$1.4b		n/aPS3.1x

Latest News

FN
US$722.04
Fabrinet
7D
16.2%
1Y
214.5%
Narrative Update • May 15

FN: Completed Buybacks And Earnings Outlook Will Support Future Upside Potential

Analysts have kept their average Fabrinet price target steady at $850.00. The latest update reflects tweaks to assumptions for discount rate, revenue growth, profit margins and future P/E that together support this unchanged view on fair value.
OUST
US$34.86
Ouster
7D
38.3%
1Y
214.6%
Narrative Update • May 15

OUST: Physical AI Execution And Discount Rate Shifts Will Shape Future Upside

Analysts raised their 12 month price target on Ouster by $2. This reflects updated views on discount rates, revenue growth, profit margins, and future P/E assumptions.
RAL
US$59.35
Ralliant
7D
25.7%
1Y
n/a
Analysis Article • May 15

Results: Ralliant Corporation Exceeded Expectations And The Consensus Has Updated Its Estimates

Ralliant Corporation ( NYSE:RAL ) investors will be delighted, with the company turning in some strong numbers with its...
SNX
US$230.29
TD SYNNEX
7D
-3.7%
1Y
84.2%
ARW
US$208.37
Arrow Electronics
7D
6.9%
1Y
70.9%
Analysis Article • May 15

This Just In: Analysts Are Boosting Their Arrow Electronics, Inc. (NYSE:ARW) Outlook for This Year

Arrow Electronics, Inc. ( NYSE:ARW ) shareholders will have a reason to smile today, with the analysts making...
AEIS
US$323.46
Advanced Energy Industries
7D
-9.5%
1Y
173.8%
COHR
US$382.45
Coherent
7D
14.1%
1Y
386.6%
Analysis Article • May 14

Coherent's (NYSE:COHR) Solid Profits Have Weak Fundamentals

Coherent Corp.'s ( NYSE:COHR ) stock was strong after they recently reported robust earnings. We did some analysis and...
ZBRA
US$259.35
Zebra Technologies
7D
14.7%
1Y
-13.7%
Seeking Alpha • May 14

Zebra Technologies Sees Growth Tailwinds Driven By Industrial Reshoring

Summary Zebra Technologies (ZBRA) is upgraded to Strong Buy with a $419/share target, reflecting robust automation demand and favorable reindustrialization trends. ZBRA’s machine vision and scanning solutions are realizing double-digit growth, positioning the company as a key beneficiary of $1.66T in US manufacturing reshoring. Strategic partnership with Skild AI and accelerated share repurchases underpin a bullish outlook, with operational leverage driving margin expansion. Trading at 11.47x EV/aEBITDA, ZBRA offers attractive upside as automation and human-machine integration gain momentum through the decade. Read the full article on Seeking Alpha
KEYS
US$349.01
Keysight Technologies
7D
-3.1%
1Y
111.0%
FLEX
US$137.86
Flex
7D
-3.0%
1Y
228.1%
Narrative Update • May 13

FLEX: AI Power And Cloud Spin Off Will Support Future Margins

Analysts have sharply raised their average price target on Flex to about $180 from roughly $80, citing stronger revenue growth assumptions, improved margin expectations and a slightly higher future P/E outlook. Analyst Commentary Recent Street research shows a clear tilt toward more constructive views on Flex, with several bullish analysts lifting price targets and highlighting areas where they see room for further value creation.
APH
US$125.00
Amphenol
7D
-2.4%
1Y
43.9%
GLW
US$191.81
Corning
7D
2.6%
1Y
297.8%
JBL
US$339.82
Jabil
7D
-4.3%
1Y
102.5%
TTMI
US$167.35
TTM Technologies
7D
6.4%
1Y
469.8%
Narrative Update • May 11

TTMI: Radar Programs And Margin Discipline Will Shape Balanced Future Earnings Prospects

Analysts have lifted the TTM Technologies price target from $125.25 to $170.00, citing updated assumptions that include a higher projected revenue growth rate, a revised discount rate, a lower profit margin figure, and a higher future P/E multiple supported by recent research from firms that raised their targets by $3, $65, $35, $40, and $36. Analyst Commentary Recent research has centered on how the new US$170.00 price target lines up with updated assumptions on revenue growth, profitability, and the appropriate P/E multiple for TTM Technologies.
INGM
US$25.27
Ingram Micro Holding
7D
-7.1%
1Y
23.9%
SANM
US$235.34
Sanmina
7D
-5.2%
1Y
178.3%