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U.S. Electronic Equipment and Components Industry Analysis

UpdatedJun 13, 2026
DataAggregated Company Financials
Companies183
  • 7D4.5%
  • 3M32.3%
  • 1Y98.0%
  • YTD42.4%

In the last week, the Electronic Equipment and Components industry is up 4.5%, with Amphenol up 11%. This means that the industry has gained 98% over the past year. As for the next few years, earnings are expected to grow by 27% 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
Sat, 13 Jun 2026US$927.9bUS$428.0bUS$17.3b32.9x53.7x2.2x
Mon, 11 May 2026US$878.8bUS$425.7bUS$17.5b26.5x50.2x2.1x
Wed, 08 Apr 2026US$740.5bUS$411.1bUS$15.4b29.5x47.9x1.8x
Fri, 06 Mar 2026US$759.9bUS$406.8bUS$15.3b28.2x49.6x1.9x
Sun, 01 Feb 2026US$686.0bUS$401.1bUS$16.8b26.6x40.9x1.7x
Tue, 30 Dec 2025US$670.7bUS$397.3bUS$16.2b24.7x41.3x1.7x
Thu, 27 Nov 2025US$643.2bUS$396.1bUS$16.3b24.7x39.4x1.6x
Sat, 25 Oct 2025US$655.6bUS$390.7bUS$14.3b25.9x45.7x1.7x
Mon, 22 Sep 2025US$630.0bUS$386.6bUS$13.5b24.3x46.6x1.6x
Wed, 20 Aug 2025US$577.4bUS$386.4bUS$13.7b23x42.3x1.5x
Fri, 18 Jul 2025US$545.3bUS$377.6bUS$13.6b24.3x40x1.4x
Sun, 15 Jun 2025US$490.8bUS$375.7bUS$13.4b22x36.7x1.3x
Tue, 13 May 2025US$454.4bUS$375.4bUS$13.3b21.6x34x1.2x
Thu, 10 Apr 2025US$365.2bUS$371.4bUS$13.9b19.9x26.3x1x
Sat, 08 Mar 2025US$427.3bUS$371.1bUS$14.7b21.1x29.1x1.2x
Mon, 03 Feb 2025US$483.0bUS$370.8bUS$14.8b25.4x32.6x1.3x
Wed, 01 Jan 2025US$459.9bUS$368.1bUS$15.5b25.4x29.6x1.2x
Fri, 29 Nov 2024US$475.8bUS$369.6bUS$15.5b26.4x30.6x1.3x
Sun, 27 Oct 2024US$461.9bUS$372.2bUS$16.6b23.7x27.8x1.2x
Tue, 24 Sep 2024US$444.5bUS$323.9bUS$15.8b23.1x28.2x1.4x
Thu, 22 Aug 2024US$436.3bUS$324.2bUS$15.9b22.3x27.4x1.3x
Sat, 20 Jul 2024US$446.3bUS$329.1bUS$15.0b22.1x29.7x1.4x
Mon, 17 Jun 2024US$431.1bUS$331.2bUS$15.2b21x28.3x1.3x
Wed, 15 May 2024US$423.7bUS$331.4bUS$15.4b21.1x27.4x1.3x
Fri, 12 Apr 2024US$412.9bUS$338.7bUS$15.7b19.1x26.3x1.2x
Sun, 10 Mar 2024US$417.1bUS$341.2bUS$14.9b19.6x28x1.2x
Tue, 06 Feb 2024US$391.0bUS$344.8bUS$14.9b19.2x26.3x1.1x
Thu, 04 Jan 2024US$390.7bUS$352.2bUS$13.7b19.9x28.5x1.1x
Sat, 02 Dec 2023US$368.6bUS$353.4bUS$13.8b17.1x26.7x1x
Mon, 30 Oct 2023US$339.7bUS$357.6bUS$14.4b16.4x23.6x1x
Wed, 27 Sep 2023US$358.1bUS$360.4bUS$14.6b15.5x24.5x1x
Fri, 25 Aug 2023US$376.0bUS$360.3bUS$14.6b16.8x25.8x1x
Sun, 23 Jul 2023US$395.2bUS$361.5bUS$15.1b16.8x26.2x1.1x
Tue, 20 Jun 2023US$390.1bUS$362.8bUS$15.1b16.3x25.8x1.1x
Price to Earnings Ratio

25.8x


Total Market Cap: US$390.1bTotal Earnings: US$15.1bTotal Revenue: US$362.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electronic Equipment and Components Industry Price to Earnings3Y Average 33.9x202420252026
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 53.7x which is higher than its 3-year average PE of 33.9x.
  • The 3-year average PS ratio of 1.4x 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 4.6% per year over the last three years.
  • Revenues for these companies have grown 5.7% 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 Market0.81%
Tech0.66%
Electronic Equipment and Components4.48%
Electronic Equipment and Instruments5.69%
Electronic Components5.45%
Electronic Manufacturing Services2.46%
Technology Distributors2.31%
Industry PE
  • Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 55.5x.
    • Analysts are expecting annual earnings growth of 24.9%, which is higher than its past year's earnings growth of 7.5% 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 16.6x.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Components industry, expecting annual earnings growth of 30% over the next 5 years.
  • This is better than its past earnings growth rate of 18% 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
APH AmphenolUS$153.8010.8%
+US$18.4b		66.3%PE42.4x
KEYS Keysight TechnologiesUS$350.676.3%
+US$3.6b		121.7%PE55.9x
JBL JabilUS$384.828.9%
+US$3.3b		118.8%PE50.2x
TTMI TTM TechnologiesUS$194.0515.8%
+US$2.7b		448.5%PE103.2x
AEIS Advanced Energy IndustriesUS$354.3720.2%
+US$2.3b		188.6%PE70.3x

Latest News

FLEX
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Flex
7D
-1.5%
1Y
247.1%
ZBRA
US$228.42
Zebra Technologies
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-1.6%
1Y
-19.5%
UMAC
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Unusual Machines
7D
-8.5%
1Y
189.1%
AEIS
US$354.37
Advanced Energy Industries
7D
20.2%
1Y
188.6%
TEL
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TE Connectivity
7D
-1.1%
1Y
29.4%
TTMI
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TTM Technologies
7D
15.8%
1Y
448.5%
MIR
US$16.56
Mirion Technologies
7D
-3.0%
1Y
-16.8%
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MIR: Artemis II Exposure And Nuclear Demand Will Drive Future Upside

Analysts have maintained their fair value estimate for Mirion Technologies at $27.90. Only very small adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions were made, supporting a largely unchanged price target narrative.
COHR
US$385.03
Coherent
7D
2.1%
1Y
397.6%
CDW
US$132.19
CDW
7D
-0.6%
1Y
-22.4%
JBL
US$384.82
Jabil
7D
8.9%
1Y
118.8%
New Narrative • Jun 10

AI Data Center And Liquid Cooling Exposure Will Eventually Pressure Margins And Earnings

Catalysts About Jabil Jabil is a manufacturing solutions provider focused on complex electronics, systems integration and related services across multiple end markets. What are the underlying business or industry changes driving this perspective?
GLW
US$179.20
Corning
7D
0.9%
1Y
261.3%
FN
US$611.01
Fabrinet
7D
-1.6%
1Y
149.3%
TDY
US$626.02
Teledyne Technologies
7D
3.9%
1Y
28.4%
APH
US$153.80
Amphenol
7D
10.8%
1Y
66.3%
KEYS
US$350.67
Keysight Technologies
7D
6.3%
1Y
121.7%
LWLG
US$9.59
Lightwave Logic
7D
-5.4%
1Y
686.1%
Narrative Update • May 22

Can Lightwave Logic Become the NVIDIA of Optical Interconnect Materials?

Lightwave Logic (LWLG) — 2030 Investment Thesis Overview LWLG is developing electro-optic polymer technology designed to improve the speed, power efficiency, and scalability of optical interconnects used in AI infrastructure, hyperscale data centers, telecommunications, and silicon photonics platforms. The company’s Perkinamine polymer platform aims to address critical bottlenecks emerging from exponential AI data growth and increasing bandwidth demands across next-generation computing architectures.