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U.S. Electronic Equipment and Components Industry Analysis

UpdatedJul 08, 2025
DataAggregated Company Financials
Companies176
  • 7D0.6%
  • 3M46.5%
  • 1Y23.1%
  • YTD16.3%

The Electronic Equipment and Components is pretty flat in the last 7 days, but Jabil has stood out, gaining 3.4%. The past year has been better, since the industry has gained 23% in that time. Earnings are forecast to grow by 19% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 08 Jul 2025US$544.3bUS$377.6bUS$13.6b24.2x40x1.4x
Thu, 05 Jun 2025US$492.5bUS$375.7bUS$13.4b21.6x36.8x1.3x
Sat, 03 May 2025US$433.9bUS$373.7bUS$13.5b20.2x32.1x1.2x
Mon, 31 Mar 2025US$422.9bUS$371.3bUS$13.9b20.5x30.4x1.1x
Wed, 26 Feb 2025US$462.5bUS$370.9bUS$14.8b22.5x31.2x1.2x
Fri, 24 Jan 2025US$506.7bUS$370.7bUS$14.4b26.8x35.2x1.4x
Sun, 22 Dec 2024US$463.8bUS$368.2bUS$15.5b25.7x29.9x1.3x
Tue, 19 Nov 2024US$458.3bUS$369.6bUS$15.8b23.5x28.9x1.2x
Thu, 17 Oct 2024US$455.0bUS$323.1bUS$15.9b23.9x28.7x1.4x
Sat, 14 Sep 2024US$424.0bUS$323.9bUS$15.8b22.2x26.9x1.3x
Mon, 12 Aug 2024US$409.8bUS$324.3bUS$15.6b21x26.3x1.3x
Wed, 10 Jul 2024US$434.8bUS$329.2bUS$15.1b21.2x28.8x1.3x
Fri, 07 Jun 2024US$433.3bUS$331.3bUS$15.2b21.5x28.4x1.3x
Sun, 05 May 2024US$412.5bUS$331.7bUS$15.4b19.6x26.8x1.2x
Tue, 02 Apr 2024US$423.1bUS$338.7bUS$15.7b18.9x27x1.2x
Thu, 29 Feb 2024US$408.7bUS$341.2bUS$14.9b18.8x27.4x1.2x
Sat, 27 Jan 2024US$400.8bUS$350.4bUS$15.2b19.8x26.4x1.1x
Mon, 25 Dec 2023US$406.9bUS$352.2bUS$13.7b21.2x29.6x1.2x
Wed, 22 Nov 2023US$369.5bUS$353.7bUS$13.9b18.4x26.6x1x
Fri, 20 Oct 2023US$350.7bUS$358.4bUS$14.4b16.8x24.3x1x
Sun, 17 Sep 2023US$372.3bUS$360.4bUS$14.6b15.7x25.5x1x
Tue, 15 Aug 2023US$388.6bUS$359.6bUS$15.0b15.5x26x1.1x
Thu, 13 Jul 2023US$403.4bUS$361.6bUS$15.1b17.6x26.8x1.1x
Sat, 10 Jun 2023US$373.2bUS$362.6bUS$15.1b16.9x24.7x1x
Mon, 08 May 2023US$347.1bUS$359.8bUS$15.1b16.6x23x1x
Wed, 05 Apr 2023US$365.7bUS$361.4bUS$16.2b16.9x22.6x1x
Fri, 03 Mar 2023US$371.0bUS$359.2bUS$16.0b17.1x23.2x1x
Sun, 29 Jan 2023US$374.9bUS$356.4bUS$16.6b16.7x22.6x1.1x
Tue, 27 Dec 2022US$337.3bUS$354.0bUS$16.5b15.4x20.4x1x
Thu, 24 Nov 2022US$362.5bUS$352.9bUS$16.6b16.5x21.9x1x
Sat, 22 Oct 2022US$337.6bUS$346.3bUS$16.9b14.8x20x1x
Mon, 19 Sep 2022US$345.0bUS$334.5bUS$16.7b15x20.7x1x
Wed, 17 Aug 2022US$388.0bUS$333.9bUS$16.7b16.6x23.3x1.2x
Fri, 15 Jul 2022US$330.1bUS$326.5bUS$15.8b16.6x20.9x1x
Price to Earnings Ratio

20.9x


Total Market Cap: US$330.1bTotal Earnings: US$15.8bTotal Revenue: US$326.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electronic Equipment and Components Industry Price to Earnings3Y Average 26.7x202320242025
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 40.0x which is higher than its 3-year average PE of 26.7x.
  • The 3-year average PS ratio of 1.1x is lower than the industry's current PS ratio of 1.4x.
Past Earnings Growth
  • The earnings for companies in the Electronic industry have declined 4.9% per year over the last three years.
  • Meanwhile revenues for these companies have grown 5.0% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

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

US Market0.42%
Tech0.63%
Electronic Equipment and Components0.59%
Electronic Manufacturing Services1.94%
Technology Distributors0.87%
Electronic Equipment and Instruments0.27%
Electronic Components-0.10%
Industry PE
  • Investors are most optimistic about the Electronic Components industry which is trading above its 3-year average PE ratio of 38.8x.
    • Analysts are expecting annual earnings growth of 25.1%, which is higher than its past year's earnings decline of 34.4% 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 14.9x.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Components industry, expecting annual earnings growth of 25% over the next 5 years.
  • This is better than its past earnings decline of 34% per year.
  • In contrast, the Electronic Equipment and Instruments industry is expected to see its earnings grow by 13% 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
JBL JabilUS$225.413.4%
+US$784.5m		104.9%PE41.9x
TEL TE ConnectivityUS$171.141.5%
+US$732.5m		13.6%PE36.5x
TRMB TrimbleUS$78.633.5%
+US$632.3m		39.7%PE12.4x
FLEX FlexUS$51.463.1%
+US$575.5m		73.6%PE22.9x
ZBRA Zebra TechnologiesUS$317.112.8%
+US$445.0m		0.8%PE29.4x

Latest News

TRMB
US$78.63
Trimble
7D
3.5%
1Y
39.7%

A Look At The Intrinsic Value Of Trimble Inc. (NASDAQ:TRMB)

Jul 07
A Look At The Intrinsic Value Of Trimble Inc. (NASDAQ:TRMB)
JBL
US$225.41
Jabil
7D
3.4%
1Y
104.9%

There May Be Reason For Hope In Jabil's (NYSE:JBL) Disappointing Earnings

Jul 07
There May Be Reason For Hope In Jabil's (NYSE:JBL) Disappointing Earnings
KEYS
US$162.45
Keysight Technologies
7D
-0.9%
1Y
17.6%
RAL
US$46.18
Ralliant
7D
-4.8%
1Y
n/a
TEL
US$171.14
TE Connectivity
7D
1.5%
1Y
13.6%
SNX
US$139.52
TD SYNNEX
7D
2.8%
1Y
24.6%
MIR
US$20.72
Mirion Technologies
7D
-3.8%
1Y
90.6%
ZBRA
US$317.11
Zebra Technologies
7D
2.8%
1Y
0.8%
AEVA
US$33.62
Aeva Technologies
7D
-11.0%
1Y
1,223.6%
APH
US$98.55
Amphenol
7D
-0.2%
1Y
44.9%
GLW
US$52.38
Corning
7D
-0.4%
1Y
21.7%
AVT
US$55.14
Avnet
7D
3.9%
1Y
7.3%

Sentiment Still Eluding Avnet, Inc. (NASDAQ:AVT)

Jun 28
Sentiment Still Eluding Avnet, Inc. (NASDAQ:AVT)
FN
US$286.66
Fabrinet
7D
-2.7%
1Y
18.6%

Fabrinet's (NYSE:FN) 27% Share Price Surge Not Quite Adding Up

Jun 27
Fabrinet's (NYSE:FN) 27% Share Price Surge Not Quite Adding Up
SANM
US$101.29
Sanmina
7D
3.5%
1Y
52.2%
FLEX
US$51.46
Flex
7D
3.1%
1Y
73.6%
COHR
US$88.05
Coherent
7D
-1.3%
1Y
15.0%