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U.S. Electronic Equipment and Components Industry Analysis

UpdatedJul 06, 2024
DataAggregated Company Financials
Companies188
  • 7D-0.6%
  • 3M2.2%
  • 1Y11.7%
  • YTD9.5%

Over the last 7 days, the Electronic Equipment and Components industry has remained flat, although notably CDW declined by 3.4%. As for the the longer term, the industry is up 12% over the past 12 months. As for the next few years, earnings are expected to grow by 14% 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
Sun, 07 Jul 2024US$429.5bUS$329.2bUS$15.1b21.3x28.4x1.3x
Tue, 04 Jun 2024US$432.8bUS$331.3bUS$15.3b21.3x28.4x1.3x
Thu, 02 May 2024US$409.0bUS$333.6bUS$15.6b18.9x26.3x1.2x
Sat, 30 Mar 2024US$423.1bUS$338.7bUS$15.7b19.1x27x1.2x
Mon, 26 Feb 2024US$408.0bUS$341.1bUS$14.9b19x27.3x1.2x
Wed, 24 Jan 2024US$396.7bUS$350.3bUS$13.7b19.7x29x1.1x
Fri, 22 Dec 2023US$399.3bUS$352.2bUS$13.7b21.2x29.1x1.1x
Sun, 19 Nov 2023US$367.4bUS$353.7bUS$13.9b18.7x26.4x1x
Tue, 17 Oct 2023US$364.2bUS$358.4bUS$14.4b17x25.3x1x
Thu, 14 Sep 2023US$374.3bUS$360.4bUS$14.6b16.4x25.6x1x
Sat, 12 Aug 2023US$386.1bUS$359.6bUS$15.0b16.6x25.8x1.1x
Mon, 10 Jul 2023US$392.7bUS$361.6bUS$15.0b17.1x26.1x1.1x
Wed, 07 Jun 2023US$368.6bUS$362.6bUS$15.1b16.4x24.4x1x
Fri, 05 May 2023US$341.7bUS$359.8bUS$15.1b16.2x22.6x0.9x
Sun, 02 Apr 2023US$376.7bUS$361.3bUS$16.2b17.2x23.3x1x
Tue, 28 Feb 2023US$367.9bUS$359.2bUS$15.9b16.9x23.2x1x
Thu, 26 Jan 2023US$375.7bUS$354.7bUS$16.6b16.9x22.6x1.1x
Sat, 24 Dec 2022US$337.2bUS$354.0bUS$16.5b15.4x20.4x1x
Mon, 21 Nov 2022US$357.6bUS$353.0bUS$16.6b16.5x21.6x1x
Wed, 19 Oct 2022US$332.4bUS$346.3bUS$16.9b14.7x19.7x1x
Fri, 16 Sep 2022US$348.0bUS$334.5bUS$16.7b15.3x20.9x1x
Sun, 14 Aug 2022US$386.1bUS$333.9bUS$16.7b15.8x23.2x1.2x
Tue, 12 Jul 2022US$332.6bUS$326.6bUS$15.8b16.1x21.1x1x
Thu, 09 Jun 2022US$372.0bUS$316.0bUS$15.7b18x23.6x1.2x
Sat, 07 May 2022US$367.6bUS$315.7bUS$15.6b15.4x23.5x1.2x
Mon, 04 Apr 2022US$372.3bUS$287.0bUS$13.9b16.7x26.8x1.3x
Wed, 02 Mar 2022US$360.8bUS$274.9bUS$14.3b16.1x25.3x1.3x
Fri, 28 Jan 2022US$388.0bUS$292.0bUS$15.3b16.9x25.4x1.3x
Sun, 26 Dec 2021US$448.6bUS$284.9bUS$14.8b18.4x30.4x1.6x
Tue, 23 Nov 2021US$450.9bUS$284.0bUS$14.7b18.4x30.7x1.6x
Thu, 21 Oct 2021US$427.8bUS$277.1bUS$13.2b20.7x32.4x1.5x
Sat, 18 Sep 2021US$426.4bUS$277.0bUS$13.1b20.7x32.4x1.5x
Mon, 16 Aug 2021US$426.4bUS$277.4bUS$13.1b20.4x32.5x1.5x
Price to Earnings Ratio

32.5x


Total Market Cap: US$425.6bTotal Earnings: US$13.1bTotal Revenue: US$277.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Electronic Equipment and Components Industry Price to Earnings3Y Average 25.7x202220232024
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 28.4x which is higher than its 3-year average PE of 25.7x.
  • The 3-year average PS ratio of 1.2x is lower than the industry's current PS ratio of 1.3x.
Past Earnings Growth
  • The earnings for companies in the Electronic industry have grown 4.8% per year over the last three years.
  • Revenues for these companies have grown 5.9% 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 Market1.82%
Tech3.80%
Electronic Equipment and Components-0.60%
Electronic Components0.25%
Electronic Equipment and Instruments-0.23%
Electronic Manufacturing Services-0.69%
Technology Distributors-3.14%
Industry PE
  • Investors are most optimistic about the Electronic Equipment and Instruments industry, which is trading close to its 3-year average PE ratio of 56.2x.
    • Analysts are expecting annual earnings growth of 21.3%, which is higher than its past year's earnings growth of 6.3% per year.
  • Investors are most pessimistic about the Electronic Manufacturing Services industry, which is trading close to its 3-year average of 17.1x.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Equipment and Instruments industry, expecting annual earnings growth of 21% over the next 5 years.
  • This is better than its past earnings growth rate of 6.3% per year.
  • In contrast, the Electronic Manufacturing Services industry is expected to see its earnings grow by 2.0% 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$68.010.9%
+US$768.8m		62.7%PE40.1x
COHR CoherentUS$74.562.9%
+US$320.2m		44.9%PS2.5x
HOLI Hollysys Automation TechnologiesUS$24.9915.5%
+US$208.4m		41.2%PE20.6x
KEYS Keysight TechnologiesUS$137.350.4%
+US$104.7m		-16.1%PE29.5x
TROO TROOPSUS$2.9844.7%
+US$93.5m		-33.8%PS84.8x
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Latest News

CXT

US$56.90

Crane NXT

7D

-7.4%

1Y

1.0%

KEYS

US$137.35

Keysight Technologies

7D

0.4%

1Y

-16.1%

CGNX

US$47.28

Cognex

7D

1.1%

1Y

-12.8%

APH

US$68.01

Amphenol

7D

0.9%

1Y

62.7%

ZBRA

US$310.51

Zebra Technologies

7D

0.5%

1Y

5.2%

Why Zebra Technologies Corporation (NASDAQ:ZBRA) Could Be Worth Watching

Jul 03
Why Zebra Technologies Corporation (NASDAQ:ZBRA) Could Be Worth Watching

HOLI

US$24.99

Hollysys Automation Technologies

7D

15.5%

1Y

41.2%

SNX

US$109.69

TD SYNNEX

7D

-4.9%

1Y

15.8%

COHR

US$74.56

Coherent

7D

2.9%

1Y

44.9%

An Intrinsic Calculation For Coherent Corp. (NYSE:COHR) Suggests It's 25% Undervalued

Jun 29
An Intrinsic Calculation For Coherent Corp. (NYSE:COHR) Suggests It's 25% Undervalued

GLW

US$38.44

Corning

7D

-1.1%

1Y

10.8%

Corning (NYSE:GLW) Has Affirmed Its Dividend Of $0.28

Jun 29
Corning (NYSE:GLW) Has Affirmed Its Dividend Of $0.28

FN

US$239.33

Fabrinet

7D

-2.2%

1Y

87.0%

If EPS Growth Is Important To You, Fabrinet (NYSE:FN) Presents An Opportunity

Jun 25
If EPS Growth Is Important To You, Fabrinet (NYSE:FN) Presents An Opportunity

CDW

US$216.30

CDW

7D

-3.4%

1Y

18.0%

TEL

US$149.43

TE Connectivity

7D

-0.7%

1Y

6.9%

TE Connectivity's (NYSE:TEL) Dividend Will Be $0.65

Jun 20
TE Connectivity's (NYSE:TEL) Dividend Will Be $0.65

NSSC

US$53.56

Napco Security Technologies

7D

3.1%

1Y

59.5%

Napco Security Technologies (NASDAQ:NSSC) Is Very Good At Capital Allocation

Jun 14
Napco Security Technologies (NASDAQ:NSSC) Is Very Good At Capital Allocation

TDY

US$381.47

Teledyne Technologies

7D

-1.7%

1Y

-7.0%

Teledyne Technologies (NYSE:TDY) Seems To Use Debt Quite Sensibly

Jun 10
Teledyne Technologies (NYSE:TDY) Seems To Use Debt Quite Sensibly

ARW

US$117.43

Arrow Electronics

7D

-2.8%

1Y

-18.3%

Bonhoeffer Capital - Arrow Electronics: A High Margin Business With A Durable Moat

Jun 02

TROO

US$2.98

TROOPS

7D

44.7%

1Y

-33.8%