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U.S. Electronic Equipment and Components Industry Analysis

UpdatedAug 08, 2024
DataAggregated Company Financials
Companies180
  • 7D-9.2%
  • 3M-5.4%
  • 1Y6.6%
  • YTD2.7%

Over the last 7 days, the Electronic Equipment and Components industry has dropped 9.2%, driven by Amphenol declining 6.6%. In the past year, the industry has gained 6.6%. As for the next few years, earnings are expected to grow by 13% 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
Thu, 08 Aug 2024US$401.5bUS$325.3bUS$15.7b21.4x25.5x1.2x
Sat, 06 Jul 2024US$429.5bUS$329.2bUS$15.1b21.3x28.4x1.3x
Mon, 03 Jun 2024US$432.8bUS$331.3bUS$15.3b21.5x28.4x1.3x
Wed, 01 May 2024US$411.3bUS$338.2bUS$15.8b18.4x26x1.2x
Fri, 29 Mar 2024US$422.9bUS$338.7bUS$15.7b19.1x27x1.2x
Sun, 25 Feb 2024US$407.9bUS$341.1bUS$14.9b19x27.3x1.2x
Tue, 23 Jan 2024US$396.7bUS$350.3bUS$13.7b19.7x29x1.1x
Thu, 21 Dec 2023US$405.9bUS$352.2bUS$13.7b21x29.6x1.2x
Sat, 18 Nov 2023US$367.4bUS$353.7bUS$13.9b18.7x26.4x1x
Mon, 16 Oct 2023US$358.3bUS$358.4bUS$14.4b16.7x24.9x1x
Wed, 13 Sep 2023US$376.5bUS$360.4bUS$14.6b16.4x25.8x1x
Fri, 11 Aug 2023US$386.9bUS$359.6bUS$15.1b17.8x25.6x1.1x
Sun, 09 Jul 2023US$392.7bUS$361.6bUS$15.0b17.1x26.1x1.1x
Tue, 06 Jun 2023US$370.2bUS$362.6bUS$15.1b16.3x24.5x1x
Thu, 04 May 2023US$343.2bUS$360.0bUS$15.4b15.7x22.2x1x
Sat, 01 Apr 2023US$376.7bUS$361.3bUS$16.2b17.5x23.3x1x
Mon, 27 Feb 2023US$366.2bUS$359.2bUS$15.9b16.9x23.1x1x
Wed, 25 Jan 2023US$376.2bUS$354.7bUS$16.6b16.7x22.6x1.1x
Fri, 23 Dec 2022US$337.9bUS$354.0bUS$16.5b15.5x20.4x1x
Sun, 20 Nov 2022US$357.6bUS$353.0bUS$16.6b16.5x21.6x1x
Tue, 18 Oct 2022US$317.8bUS$346.3bUS$16.9b14.1x18.8x0.9x
Thu, 15 Sep 2022US$352.7bUS$334.5bUS$16.7b15.7x21.2x1.1x
Sat, 13 Aug 2022US$386.3bUS$333.9bUS$16.7b15.8x23.2x1.2x
Mon, 11 Jul 2022US$336.9bUS$326.6bUS$15.8b16.8x21.3x1x
Wed, 08 Jun 2022US$372.0bUS$316.0bUS$15.7b18x23.6x1.2x
Fri, 06 May 2022US$368.5bUS$313.5bUS$15.4b15.8x24x1.2x
Sun, 03 Apr 2022US$372.3bUS$287.0bUS$13.9b16.7x26.8x1.3x
Tue, 01 Mar 2022US$371.1bUS$274.9bUS$14.3b16.2x25.9x1.3x
Thu, 27 Jan 2022US$394.5bUS$289.7bUS$14.6b17x27x1.4x
Sat, 25 Dec 2021US$448.6bUS$284.9bUS$14.8b18.4x30.4x1.6x
Mon, 22 Nov 2021US$453.2bUS$284.2bUS$14.7b18.8x30.8x1.6x
Wed, 20 Oct 2021US$427.5bUS$277.1bUS$13.2b20.7x32.3x1.5x
Fri, 17 Sep 2021US$432.7bUS$277.0bUS$13.1b20.6x32.9x1.6x
Sun, 15 Aug 2021US$426.0bUS$277.4bUS$13.1b20.6x32.5x1.5x
Price to Earnings Ratio

32.5x


Total Market Cap: US$426.0bTotal 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 25.8x202220232024
Current Industry PE
  • Investors are relatively neutral on the American Electronic industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 25.8x.
  • The industry is trading close to its 3-year average PS ratio of 1.2x.
Past Earnings Growth
  • The earnings for companies in the Electronic industry have grown 6.3% per year over the last three years.
  • Revenues for these companies have grown 5.5% 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 Market-5.71%
Tech-7.96%
Electronic Equipment and Components-9.20%
Technology Distributors-6.53%
Electronic Components-7.82%
Electronic Manufacturing Services-10.35%
Electronic Equipment and Instruments-11.08%
Industry PE
  • Investors are most optimistic about the Electronic Components industry which is trading above its 3-year average PE ratio of 31.1x.
    • Analysts are expecting annual earnings growth of 22.5%, which is higher than its past year's earnings decline of 27.8% per year.
  • Investors are most pessimistic about the Electronic Manufacturing Services industry, which is trading below its 3-year average of 17.0x.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Components industry, expecting annual earnings growth of 23% over the next 5 years.
  • This is better than its past earnings decline of 28% per year.
  • In contrast, the Electronic Manufacturing Services industry is expected to see its earnings growth to stay flat over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
NATI National InstrumentsUS$59.980.7%
+US$54.4m
56.2%PE44.4x
TROO TROOPSUS$3.625.5%
+US$19.2m
-12.4%PS103x
AIOT PowerFleetUS$4.662.9%
+US$13.8m
113.8%PS3.7x
CLMB Climb Global SolutionsUS$73.543.0%
+US$11.4m
91.9%PE24.4x
GAUZ GauzyUS$10.862.3%
+US$4.6m
n/aPS2.4x
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Latest News

JBL

US$98.44

Jabil

7D

-12.6%

1Y

-8.2%

CLMB

US$73.54

Climb Global Solutions

7D

3.0%

1Y

91.9%

KEYS

US$119.86

Keysight Technologies

7D

-14.1%

1Y

-23.5%

AIOT

US$4.66

PowerFleet

7D

2.9%

1Y

113.8%

REFR

US$2.02

Research Frontiers

7D

2.5%

1Y

25.1%

KTCC

US$3.99

Key Tronic

7D

3.1%

1Y

-32.0%

GAUZ

US$10.86

Gauzy

7D

2.3%

1Y

n/a

ZBRA

US$314.65

Zebra Technologies

7D

-10.4%

1Y

22.0%

COHR

US$57.20

Coherent

7D

-17.9%

1Y

21.2%

APH

US$60.04

Amphenol

7D

-6.6%

1Y

35.8%

CPTN

US$3.02

Cepton

7D

2.0%

1Y

-59.4%

TROO

US$3.62

TROOPS

7D

5.5%

1Y

-12.4%

NATI

US$59.98

National Instruments

7D

0.7%

1Y

56.2%