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U.S. Electronic Equipment and Components Industry Analysis

UpdatedAug 03, 2026
DataAggregated Company Financials
Companies181
  • 7D0.07%
  • 3M-1.6%
  • 1Y53.8%
  • YTD26.9%

Over the last 7 days, the Electronic Equipment and Components industry has remained flat, although notably Amphenol gained 5.3%. As for the the longer term, the industry is up 54% over the past 12 months. Looking forward, earnings are forecast to grow by 26% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 03 Aug 2026US$841.1bUS$443.6bUS$18.8b31.2x44.7x1.9x
Wed, 01 Jul 2026US$1.0tUS$433.6bUS$17.6b33x58.2x2.4x
Fri, 29 May 2026US$925.9bUS$427.9bUS$17.3b29.9x53.4x2.2x
Sun, 26 Apr 2026US$878.9bUS$411.8bUS$16.3b27.9x53.9x2.1x
Tue, 24 Mar 2026US$700.0bUS$408.4bUS$15.3b28.8x45.8x1.7x
Thu, 19 Feb 2026US$747.6bUS$404.8bUS$15.0b28.9x49.7x1.8x
Sat, 17 Jan 2026US$703.1bUS$395.3bUS$16.0b27.8x43.9x1.8x
Mon, 15 Dec 2025US$661.8bUS$396.0bUS$16.2b24.8x41x1.7x
Wed, 12 Nov 2025US$674.9bUS$395.9bUS$16.0b25.2x42.1x1.7x
Fri, 10 Oct 2025US$639.1bUS$388.4bUS$13.7b25.5x46.6x1.6x
Sun, 07 Sep 2025US$590.0bUS$386.6bUS$13.5b23.9x43.8x1.5x
Tue, 05 Aug 2025US$561.3bUS$383.9bUS$15.0b23.5x37.4x1.5x
Thu, 03 Jul 2025US$531.5bUS$377.6bUS$13.6b24.6x39.1x1.4x
Sat, 31 May 2025US$484.6bUS$375.7bUS$13.4b21.9x36.2x1.3x
Mon, 28 Apr 2025US$427.6bUS$373.3bUS$13.6b19.6x31.4x1.1x
Wed, 26 Mar 2025US$451.6bUS$371.0bUS$13.9b21.5x32.4x1.2x
Fri, 21 Feb 2025US$483.8bUS$370.8bUS$14.8b24.1x32.7x1.3x
Sun, 19 Jan 2025US$478.3bUS$369.6bUS$15.6b25.9x30.8x1.3x
Tue, 17 Dec 2024US$478.3bUS$369.6bUS$15.6b26.4x30.6x1.3x
Thu, 14 Nov 2024US$477.5bUS$369.5bUS$15.8b24x30.2x1.3x
Sat, 12 Oct 2024US$450.2bUS$323.1bUS$15.9b24.1x28.4x1.4x
Mon, 09 Sep 2024US$410.6bUS$323.9bUS$15.8b21.6x26x1.3x
Wed, 07 Aug 2024US$396.4bUS$325.4bUS$14.5b21.6x27.4x1.2x
Fri, 05 Jul 2024US$429.5bUS$329.2bUS$15.1b21.8x28.4x1.3x
Sun, 02 Jun 2024US$432.8bUS$331.3bUS$15.3b21.5x28.4x1.3x
Tue, 30 Apr 2024US$409.7bUS$338.7bUS$15.9b19x25.8x1.2x
Thu, 28 Mar 2024US$422.9bUS$338.7bUS$15.7b19.1x27x1.2x
Sat, 24 Feb 2024US$407.9bUS$341.1bUS$14.9b19x27.3x1.2x
Mon, 22 Jan 2024US$393.1bUS$350.3bUS$13.7b19.4x28.7x1.1x
Wed, 20 Dec 2023US$405.8bUS$352.2bUS$13.7b21.4x29.6x1.2x
Fri, 17 Nov 2023US$367.5bUS$353.7bUS$13.9b18.3x26.5x1x
Sun, 15 Oct 2023US$358.6bUS$358.4bUS$14.4b16.7x24.9x1x
Tue, 12 Sep 2023US$374.5bUS$360.4bUS$14.6b15.9x25.6x1x
Thu, 10 Aug 2023US$387.5bUS$359.5bUS$15.1b17.6x25.6x1.1x
Price to Earnings Ratio

25.6x


Total Market Cap: US$387.5bTotal Earnings: US$15.1bTotal Revenue: US$359.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electronic Equipment and Components Industry Price to Earnings3Y Average 35.1x202420252026
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 44.7x which is higher than its 3-year average PE of 35.1x.
  • The 3-year average PS ratio of 1.4x is lower than the industry's current PS ratio of 1.9x.
Past Earnings Growth
  • The earnings for companies in the Electronic industry have grown 7.6% per year over the last three years.
  • Revenues for these companies have grown 7.3% 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 Market0.85%
Tech0.87%
Electronic Equipment and Components0.068%
Technology Distributors3.29%
Electronic Equipment and Instruments1.93%
Electronic Components-0.059%
Electronic Manufacturing Services-2.52%
Industry PE
  • Investors are most optimistic about the Electronic Equipment and Instruments industry which is trading above its 3-year average PE ratio of 56.8x.
    • Analysts are expecting annual earnings growth of 24.9%, which is higher than its past year's earnings growth of 7.8% per year.
  • Investors are most pessimistic about the Technology Distributors industry, which is trading close to its 3-year average of 16.9x.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Components industry, expecting annual earnings growth of 28% over the next 5 years.
  • This is better than its past earnings growth rate of 8.6% per year.
  • 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
APH AmphenolUS$160.705.3%
+US$9.9b		54.1%PE38.4x
CDW CDWUS$147.8110.5%
+US$1.8b		-12.5%PE17.5x
ZBRA Zebra TechnologiesUS$293.8211.0%
+US$1.4b		-13.9%PE33.5x
SNX TD SYNNEXUS$255.705.3%
+US$1.0b		81.5%PE18.2x
LFUS LittelfuseUS$442.139.2%
+US$991.1m		76.2%PS4.3x

Latest News

APH
US$160.70
Amphenol
7D
5.3%
1Y
54.1%
BDC
US$124.05
Belden
7D
20.7%
1Y
5.5%
TEL
US$205.69
TE Connectivity
7D
1.4%
1Y
1.9%
Narrative Update • Jul 31

TEL: AI And Electrification Plus Astrodyne Deal Will Drive Multi Year Upside

Analysts have trimmed their fair value estimate for TE Connectivity from about $257 to roughly $247, reflecting updated assumptions on revenue growth, profit margins, and future P/E expectations. What's in the News for TE Connectivity TE Connectivity reported fiscal Q3 2026 sales of US$5.16b and GAAP EPS growth of 19% year over year, with adjusted EPS of US$2.94 above analyst estimates.
CDW
US$147.81
CDW
7D
10.5%
1Y
-12.5%
Narrative Update • Jul 31

CDW: AI Infrastructure Demand And Buybacks Will Support Future Upside

CDW's analyst fair value estimate has been lifted by $5 to $175 as analysts factor in higher assumed revenue growth, a slightly richer future P/E of about 19.7x, and supportive views on server and networking demand, partly offset by a modestly lower profit margin assumption and reduced discount rate. Analyst Commentary Recent research on CDW has leaned more positive, with several bullish analysts highlighting what they see as improving demand trends in servers, networking and AI related infrastructure.
LFUS
US$442.13
Littelfuse
7D
9.2%
1Y
76.2%
Narrative Update • Jul 30

LFUS: AI Demand And Elevated P/E Will Likely Temper Future Returns

Littelfuse's fair value assessment has been updated from $390 to $415, reflecting analysts' higher price targets and refreshed models following recent conference presentations and research updates. Analyst Commentary Recent research updates on Littelfuse point to refreshed models and higher price targets following conference presentations.
FLEX
US$113.75
Flex
7D
-4.0%
1Y
129.7%
ITRI
US$99.66
Itron
7D
18.3%
1Y
-19.1%
FN
US$435.41
Fabrinet
7D
-8.5%
1Y
38.1%
VSH
US$34.22
Vishay Intertechnology
7D
-10.4%
1Y
114.1%
GLW
US$138.25
Corning
7D
-5.7%
1Y
122.8%
AEIS
US$289.52
Advanced Energy Industries
7D
-4.8%
1Y
114.1%
COHR
US$262.89
Coherent
7D
-6.9%
1Y
155.8%
Seeking Alpha • Jul 29

Coherent: Right Thesis, Wrong Timing - Why We're Staying At Buy After A 34% Drawdown

Summary Coherent maintains a 'Buy' rating despite a 34% stock pullback, supported by strong execution and upward estimate revisions. Q3 FY26 revenue rose 20.5% Y/Y to $1.81B, with data center & communications up 41% and non-GAAP EPS up 55% Y/Y. COHR's InP transceiver execution, Nvidia partnership, and expanding TAM in CPO/OCS/Apple agreements underpin long-term growth. Key risks include CPO adoption delays, negative FCF until FY27E, customer concentration, and intensifying competition. Read the full article on Seeking Alpha
TTMI
US$115.44
TTM Technologies
7D
-12.2%
1Y
166.4%
SANM
US$185.56
Sanmina
7D
-11.0%
1Y
67.2%
Narrative Update • Jul 28

SANM: Higher Peer P E Multiple Will Reward Strengthening Revenue Visibility

Analysts have lifted their Sanmina price target from $223.75 to $240.00, citing the use of a P/E multiple more in line with peers and higher confidence in revenue growth following recent management discussions. What’s in the News for Sanmina Sanmina raised its full year 2026 revenue guidance to a range of US$14.0b to US$14.3b, compared with prior guidance of US$13.7b to US$14.3b.
ZBRA
US$293.82
Zebra Technologies
7D
11.0%
1Y
-13.9%
Narrative Update • Jul 27

ZBRA: AI And Data Center Demand Tailwinds Will Drive Revaluation

The analyst price target for Zebra Technologies has moved from $284.00 to $292.02. This change reflects updated views from analysts who cite improving Q1 execution, early signs of a demand inflection, and secular tailwinds tied to AI and data center spending.
SNX
US$255.70
TD SYNNEX
7D
5.3%
1Y
81.5%
Narrative Update • Jul 20

SNX: Future Returns Will Reflect AI Infrastructure And Hyve Demand Strength

The updated analyst price target framework for TD SYNNEX moves fair value from about $269.82 to $333.55. This reflects analyst views that stronger Q2 execution, improving Hyve contribution, and resilient IT and AI infrastructure demand support slightly higher revenue growth, modestly better profit margins, and a similar forward P/E multiple.