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

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 52.4x which is higher than its 3-year average PE of 33.4x. The 3-year average PS ratio of 1.4x is lower than the industry's current PS ratio of 2.1x.

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

Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 54.9x. Analysts are expecting annual earnings growth of 24.8%, which is higher than its past year's earnings growth of 10.1% per year. Investors are most pessimistic about the Technology Distributors industry, which is trading close to its 3-year average of 16.5x.

U.S. Electronic Equipment and Components Industry Analysis

Date	Market Cap	Revenue	Earnings	PE	Absolute PE	PS
Mon, 25 May 2026	US$907.0b	US$427.9b	US$17.3b	30x	52.4x	2.1x
Wed, 22 Apr 2026	US$873.5b	US$411.1b	US$15.4b	28.7x	56.7x	2.1x
Fri, 20 Mar 2026	US$712.1b	US$408.4b	US$15.4b	29.4x	46.2x	1.7x
Sun, 15 Feb 2026	US$750.7b	US$404.8b	US$15.0b	28.3x	50.1x	1.9x
Tue, 13 Jan 2026	US$656.3b	US$395.3b	US$16.0b	26.2x	41x	1.7x
Thu, 11 Dec 2025	US$687.1b	US$396.0b	US$16.3b	25.4x	42.1x	1.7x
Sat, 08 Nov 2025	US$662.7b	US$395.9b	US$16.0b	25.3x	41.3x	1.7x
Mon, 06 Oct 2025	US$626.1b	US$388.4b	US$13.7b	24x	45.7x	1.6x
Wed, 03 Sep 2025	US$578.2b	US$386.6b	US$13.5b	22.9x	42.9x	1.5x
Fri, 01 Aug 2025	US$574.4b	US$383.1b	US$15.1b	23.2x	37.9x	1.5x
Sun, 29 Jun 2025	US$530.2b	US$377.8b	US$13.5b	23.6x	39.2x	1.4x
Tue, 27 May 2025	US$474.3b	US$375.7b	US$13.4b	22.1x	35.4x	1.3x
Thu, 24 Apr 2025	US$394.5b	US$373.3b	US$13.6b	19.4x	29.1x	1.1x
Sat, 22 Mar 2025	US$438.6b	US$371.0b	US$13.9b	20.4x	31.5x	1.2x
Mon, 17 Feb 2025	US$477.2b	US$370.8b	US$14.8b	23.9x	32.2x	1.3x
Wed, 15 Jan 2025	US$467.2b	US$369.6b	US$15.6b	25.2x	30x	1.3x
Fri, 13 Dec 2024	US$479.2b	US$369.6b	US$15.6b	26.3x	30.7x	1.3x
Sun, 10 Nov 2024	US$489.9b	US$369.8b	US$15.8b	24.5x	30.9x	1.3x
Tue, 08 Oct 2024	US$444.5b	US$323.1b	US$15.8b	24x	28.2x	1.4x
Thu, 05 Sep 2024	US$422.0b	US$323.9b	US$15.9b	22x	26.5x	1.3x
Sat, 03 Aug 2024	US$421.7b	US$325.5b	US$14.5b	22.2x	29.1x	1.3x
Mon, 01 Jul 2024	US$430.2b	US$329.4b	US$15.1b	21.6x	28.5x	1.3x
Wed, 29 May 2024	US$440.3b	US$331.3b	US$15.3b	21.3x	28.9x	1.3x
Fri, 26 Apr 2024	US$406.6b	US$338.5b	US$15.9b	19.3x	25.6x	1.2x
Sun, 24 Mar 2024	US$417.7b	US$339.8b	US$15.7b	19x	26.7x	1.2x
Tue, 20 Feb 2024	US$406.1b	US$341.3b	US$15.0b	19.5x	27x	1.2x
Thu, 18 Jan 2024	US$382.5b	US$350.3b	US$13.7b	19x	27.9x	1.1x
Sat, 16 Dec 2023	US$404.4b	US$352.2b	US$13.7b	20.9x	29.5x	1.1x
Mon, 13 Nov 2023	US$356.1b	US$353.6b	US$13.9b	17.5x	25.7x	1x
Wed, 11 Oct 2023	US$370.0b	US$358.4b	US$14.4b	16.9x	25.6x	1x
Fri, 08 Sep 2023	US$377.6b	US$360.4b	US$14.6b	16x	25.8x	1x
Sun, 06 Aug 2023	US$389.4b	US$359.4b	US$15.1b	16.8x	25.8x	1.1x
Tue, 04 Jul 2023	US$395.4b	US$361.6b	US$15.0b	17.5x	26.3x	1.1x
Thu, 01 Jun 2023	US$362.7b	US$362.6b	US$15.1b	16.7x	24x	1x


US Market	1.11%
Tech	2.23%
Electronic Equipment and Components	5.69%
Electronic Components	7.82%
Technology Distributors	4.74%
Electronic Manufacturing Services	3.87%
Electronic Equipment and Instruments	3.28%

Company	Last Price	7D	1Y	Valuation
GLW Corning	US$194.05	8.7% +US$13.3b	301.3%	PE92.3x
APH Amphenol	US$132.06	8.5% +US$12.7b	54.4%	PE36.4x
COHR Coherent	US$377.57	4.1% +US$2.9b	381.2%	PE184.4x
JBL Jabil	US$364.35	7.6% +US$2.7b	120.3%	PE47.5x
TTMI TTM Technologies	US$189.92	13.5% +US$2.3b	564.3%	PE101x

Announcement • May 23

Keysight Technologies Introduces Electrical-Optical-Electrical Simulation Solution In ADS 2026

Keysight Technologies, Inc. introduced an Electrical-Optical-Electrical (EOE) simulation solution in ADS 2026. Engineers can now simulate electrical-to-optical-to-electrical signal chains within a single design environment. This capability is increasingly important as AI infrastructure and high-performance computing drive demand for faster optical links. This type of analysis is essential for setting architecture and evaluating performance. Engineer performing end-to-end electro-optic (EOE) simulations in Keysight ADS Photonic Designer to analyze photonic integrated circuits, electronic interfaces, and system-level signal integrity for next-generation high-speed optical interconnects. By 2029, 87% of hyperscale optical transceivers will operate at 800Gbps or higher, with 1.6Tbps and 3.2Tbps on the horizon. With optical links connecting CPUs, GPUs, and high-speed SerDes interfaces, teams need to model interactions across electrical and optical domains. Legacy simulation workflows handle these separately, requiring the results from different tools to be manually stitched together, potentially missing cross-domain effects that impact system performance. The breakthrough EOE capability in ADS 2026 enables engineers to simulate the complete signal path, from transmitters through optical and photonic circuits to electrical receivers, in a unified workflow. The solution leverages Keysight's High Speed Digital workflow with Keysight Photonic Designer. By simulating the mixed-domain signal chain before hardware implementation, teams can evaluate electrical and optical design tradeoffs and assess signal integrity against high-speed standards earlier in the design cycle. Key benefits of the solution include: Detect signal integrity issues across electrical and optical domains before prototyping: Simulate high-speed SerDes digital channels and photonics IC behavior together, catching cross-domain issues that surface only when both domains are modeled simultaneously. Simulate bidirectional optical links as they behave in the real world: Full-duplex optical simulation captures forward and backward signal propagation within an EOE channel, a capability not previously available. Assess nonlinear effects across multiple wavelengths for multi-lane interconnects: Wavelength division multiplexing support within EOE simulation flows lets engineers evaluate how optical nonlinearities affect performance across wavelengths, a growing concern as 800G and 1.6T optical links use multiple wavelengths simultaneously on the same waveguide. These modulated wavelengths and non-linearities can be simulated together as a system. Obtain a realistic view of system-level signal quality: Noise modeling spans the electrical and optical domains simultaneously, enabling engineers to assess performance under realistic conditions rather than modeling each domain in isolation. Catch nonlinear effects before they reach hardware: Modulator bias-dependent and large-signal nonlinear effects are captured within end-to-end simulations. Make electrical-optical design tradeoffs in one workflow: Patented multi-domain co-simulation bridges the electrical channel and optical envelope simulators, eliminating the need to move between separate tools to evaluate tradeoffs. Beyond system-level EOE simulation, ADS 2026 covers the full design flow from system down to component optimization. Through PDK support at the circuit level and Keysight RSoft integration at the component level, engineers get a true representation of photonic IC behavior, with no disconnect between the real chip and system-level simulation.

Announcement • May 14

Amazfit Unveils the Cheetah 2 Ultra

Amazfit, a global smart wearable brand owned by Zepp Health, announced the Cheetah 2 Ultra. Building on the momentum of the recently launched Cheetah 2 Pro—designed for road marathoners—the Ultra is a specialized instrument for trail runners who measure success in elevation, unpredictable terrain, and hours spent on the move. Built for ultra distances and mountain racing, the Cheetah 2 Ultra combines long battery life, precision navigation, and advanced training insights to carry more distance and control more load. Amazfit’s Cheetah 2 Ultra is built for runners who prepare for ultra distances and mountain races, boasting 33-hour trail running optimized GPS battery life, full-color contour maps, Grade 5 titanium construction, and advanced training and recovery insights. Amazfit designed the Cheetah 2 Ultra to support the preparation required for long-course mountain racing from start to finish. The Cheetah 2 Ultra pairs a Grade 5 titanium bezel, frame, and back cover with scratch-resistant sapphire glass to deliver exceptional structural integrity and strength without adding unnecessary weight. Built to withstand the rigors of technical mountain trails while remaining light on the wrist, the watch features a vibrant 1.5-inch AMOLED display with up to 3,000-nit peak brightness for clear readability from early alpine starts to late mountain finishes. A built-in dual-mode flashlight, with adjustable white, red, SOS, and Boost modes up to 300 lux, adds confidence during early morning and late evening efforts in the mountains. Built to support long stretches of training and racing, the Cheetah 2 Ultra offers up to 33 hours of battery life in Trail Running Mode, with the always-on display, heart rate monitoring, dual-frequency GPS, all-satellite positioning, and map navigation enabled. Off the trails, users can expect up to 30 days of typical battery life, helping the Cheetah 2 Ultra keep pace with both training cycles and daily life. The Cheetah 2 Ultra delivers precision navigation built for the complexity of mountain racing. Dual-frequency six-satellite positioning: A circularly polarized GPS antenna ensures accurate, dependable route tracking through dense forests, steep canyons, and technical terrain. Alpine-Ready Clarity: A vibrant 1.5-inch AMOLED display protected by scratch-resistant sapphire glass features 3,000-nit peak brightness, making data easily readable under the intense glare of high-altitude sun. Full-Color Navigation: Topographic and contour maps deliver responsive navigation with rendering speeds 2.5 times faster and refresh speeds 12 times faster than before. Runners can create point-to-point routes, search nearby points of interest, and automatically reroute without needing a phone or network, so navigation stays reliable when focus and terrain demand the most. The upgraded Trail Running Mode includes a new elevation overview that color-codes slope difficulty across the entire route, giving runners a clear, at-a-glance view of what’s ahead and how to manage it. Trail Running Mode also applies load factor calculations for gradient, terrain resistance, and vertical gain, so exercise data reflects the true intensity of mountain effort. Hybrid Training in the Zepp App organizes preparation across endurance, strength, and recovery, with Weekly Structure showing how training load is distributed so athletes can build volume without the fatigue that derails long training blocks. BioCharge energy monitoring translates overnight recovery into a daily readiness signal, while VO2 max, fatigue level, training status, HRV, sleep, and training load insights help runners understand when to push forward and when to recover. Focus turns those signals into a clear training recommendation, helping each day support long-term progress. With Cheetah 2 Ultra capturing performance in the moment, the system extends from preparation into execution, connecting how runners plan, perform, recover, and adapt over time. The Cheetah 2 Ultra translates training data into meaningful guidance for mountain runners. Advanced running metrics, including lactate threshold, running power, pacing analysis, gait tracking, and finish time predictions, give runners a clearer understanding of how they move and how they can improve. Ground contact time and posture tracking add biomechanical depth to help runners train with greater intention across demanding terrain. For those seeking deeper control, the watch integrates with advanced third-party platforms including TrainingPeaks, Runna, and Intervals.icu, while syncing activities with Strava. With 64GB of onboard storage, the Cheetah 2 Ultra also supports over 100 hours of podcasts and additional mapping. The Cheetah 2 Ultra will be available for purchase starting May 13, 2026, for $599.99 on Amazfit.com.

U.S. Electronic Equipment and Components Industry Analysis

Industry Valuation and Performance

Industry Trends

Top Stock Gainers and Losers

Latest News

TTM Technologies Targets US$4 Billion Revenue and 38% Growth Driven by Data Center and Defense

Amphenol Delivers Record $7.6b Q1 Revenue and Lifts Outlook on Strong AI and 5G Demand

Keysight Technologies Introduces Electrical-Optical-Electrical Simulation Solution In ADS 2026

Coherent Stock Faces Sharp Valuation Questions as AI Demand Lifts Growth and Insider Selling Rises

New major risk - Market cap size

Vishay Intertechnology Introduces Automotive Grade Optocouplers with High Isolation Voltage Ratings and Distance

Upcoming dividend of US$0.28 per share

Zebra Technologies Beats Q1 Expectations With Raised Outlook and Strong Core Segment Growth

Jabil: Margin Expansion Is Just Beginning

First quarter 2026 earnings: EPS and revenues miss analyst expectations

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

Amazfit Unveils the Cheetah 2 Ultra

New major risk - Share price stability

Co-Founder notifies of intention to sell stock

Kimball Electronics, Inc. Affirms Earnings Guidance for the Fiscal Year 2026

Gauzy Ltd. announced delayed 20-F filing