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U.S. Semiconductor Equipment Industry Analysis

UpdatedApr 13, 2025
DataAggregated Company Financials
Companies37
  • 7D13.1%
  • 3M-15.5%
  • 1Y-27.6%
  • YTDn/a

In the last week, the Semiconductor Equipment industry is up 13%, with Applied Materials leading the way with a 14% gain. In the same time, Enphase Energy was down 9.4%. However, the industry is down 28% over the past year. As for the next few years, earnings are expected to grow by 13% per annum.

Industry Valuation and Performance

Has the U.S. Semiconductor Equipment Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 13 Apr 2025US$359.1bUS$84.9bUS$14.2b24.3x25.3x4.2x
Tue, 11 Mar 2025US$408.2bUS$84.8bUS$14.2b29.1x28.8x4.8x
Thu, 06 Feb 2025US$443.7bUS$84.6bUS$15.2b33.8x29.2x5.2x
Sat, 04 Jan 2025US$409.1bUS$83.2bUS$14.6b32.2x28x4.9x
Mon, 02 Dec 2024US$421.0bUS$83.2bUS$14.6b28.5x28.9x5.1x
Wed, 30 Oct 2024US$441.2bUS$83.2bUS$15.8b25.3x28x5.3x
Fri, 27 Sep 2024US$479.8bUS$82.5bUS$15.6b26x30.8x5.8x
Sun, 25 Aug 2024US$505.7bUS$83.0bUS$15.8b26x32x6.1x
Tue, 23 Jul 2024US$517.9bUS$82.8bUS$13.8b31.3x37.6x6.3x
Thu, 20 Jun 2024US$595.6bUS$82.8bUS$13.8b28.1x43.3x7.2x
Sat, 18 May 2024US$523.2bUS$82.8bUS$13.8b28.3x38x6.3x
Mon, 15 Apr 2024US$503.5bUS$84.5bUS$14.2b35.1x35.5x6x
Wed, 13 Mar 2024US$499.6bUS$84.5bUS$14.2b35.5x35.2x5.9x
Fri, 09 Feb 2024US$441.8bUS$85.8bUS$14.6b30.4x30.3x5.2x
Sun, 07 Jan 2024US$402.1bUS$90.1bUS$15.9b24.5x25.3x4.5x
Tue, 05 Dec 2023US$400.0bUS$90.0bUS$15.9b24.8x25.1x4.4x
Thu, 02 Nov 2023US$338.7bUS$90.6bUS$15.5b20.6x21.8x3.7x
Sat, 30 Sep 2023US$367.1bUS$93.9bUS$17.0b24.1x21.6x3.9x
Mon, 28 Aug 2023US$385.1bUS$93.9bUS$17.0b25.6x22.7x4.1x
Wed, 26 Jul 2023US$398.8bUS$96.1bUS$20.1b21.1x19.8x4.2x
Fri, 23 Jun 2023US$382.6bUS$96.1bUS$20.1b18.4x19x4x
Sun, 21 May 2023US$361.8bUS$96.1bUS$20.1b16.6x18x3.8x
Tue, 18 Apr 2023US$333.9bUS$96.1bUS$21.2b15.4x15.8x3.5x
Thu, 16 Mar 2023US$338.6bUS$96.1bUS$21.2b16.5x16x3.5x
Sat, 11 Feb 2023US$343.9bUS$93.9bUS$21.1b16.8x16.3x3.7x
Mon, 09 Jan 2023US$322.7bUS$92.3bUS$20.7b16x15.6x3.5x
Wed, 07 Dec 2022US$332.7bUS$92.3bUS$20.7b15.2x16.1x3.6x
Fri, 04 Nov 2022US$287.4bUS$90.6bUS$21.2b13.5x13.5x3.2x
Sun, 02 Oct 2022US$277.9bUS$87.9bUS$20.9b13.4x13.3x3.2x
Tue, 30 Aug 2022US$323.4bUS$87.9bUS$20.9b17.3x15.5x3.7x
Thu, 28 Jul 2022US$339.3bUS$84.8bUS$20.4b18.7x16.6x4x
Sat, 25 Jun 2022US$300.4bUS$84.8bUS$20.5b16.1x14.6x3.5x
Mon, 23 May 2022US$321.5bUS$84.8bUS$20.5b15.9x15.7x3.8x
Wed, 20 Apr 2022US$343.8bUS$81.1bUS$19.3b17.9x17.8x4.2x
Price to Earnings Ratio

17.8x


Total Market Cap: US$343.8bTotal Earnings: US$19.3bTotal Revenue: US$81.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Semiconductor Equipment Industry Price to Earnings3Y Average 24.1x202320242025
Current Industry PE
  • Investors are relatively neutral on the American Semiconductor Equipment 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 24.1x.
  • The industry is trading close to its 3-year average PS ratio of 4.6x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor Equipment industry have declined 9.7% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Comparison

How does U.S. Semiconductor Equipment compare with similar industries?

US Market5.42%
Tech9.36%
Semiconductors15.80%
Semiconductor Equipment13.06%
Semiconductors16.02%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
AMAT Applied MaterialsUS$144.9414.2%
+US$14.6b
-30.3%PE18.6x
KLAC KLAUS$670.2216.3%
+US$12.5b
-1.6%PE27.8x
LRCX Lam ResearchUS$67.4814.2%
+US$10.8b
-29.5%PE20.2x
TER TeradyneUS$73.657.2%
+US$797.3m
-30.4%PE22x
ONTO Onto InnovationUS$120.4015.3%
+US$786.4m
-34.6%PE29.4x
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Latest News

SEDG

US$12.76

SolarEdge Technologies

7D

-13.3%

1Y

-80.5%

ONTO

US$120.40

Onto Innovation

7D

15.3%

1Y

-34.6%

KLAC

US$670.22

KLA

7D

16.3%

1Y

-1.6%

TER

US$73.65

Teradyne

7D

7.2%

1Y

-30.4%

NVMI

US$179.78

Nova

7D

11.0%

1Y

5.5%

AMAT

US$144.94

Applied Materials

7D

14.2%

1Y

-30.3%

ENPH

US$51.89

Enphase Energy

7D

-9.4%

1Y

-55.7%

ICHR

US$17.23

Ichor Holdings

7D

-2.6%

1Y

-55.7%

LRCX

US$67.48

Lam Research

7D

14.2%

1Y

-29.5%

TRT

US$5.48

Trio-Tech International

7D

-6.6%

1Y

-14.6%