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U.S. Semiconductor Equipment Industry Analysis

UpdatedFeb 11, 2026
DataAggregated Company Financials
Companies38
  • 7D3.7%
  • 3M38.3%
  • 1Y104.6%
  • YTDn/a

Over the last 7 days, the Semiconductor Equipment industry has risen 3.7%, driven by gains in KLA and Applied Materials of 5.6% and 3.3%, respectively. In the last 12 months, the industry was up 105%. Earnings are forecast to grow by 17% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 12 Feb 2026US$929.6bUS$97.6bUS$19.8b41.1x47x9.5x
Sat, 10 Jan 2026US$802.1bUS$95.9bUS$19.0b44.1x42.1x8.4x
Mon, 08 Dec 2025US$708.6bUS$95.9bUS$19.0b38.4x37.3x7.4x
Wed, 05 Nov 2025US$685.7bUS$91.2bUS$17.0b33.7x40.4x7.5x
Fri, 03 Oct 2025US$606.9bUS$89.4bUS$16.3b34.3x37.1x6.8x
Sun, 31 Aug 2025US$456.2bUS$89.4bUS$16.3b27.1x27.9x5.1x
Tue, 29 Jul 2025US$473.7bUS$87.1bUS$15.5b27.1x30.6x5.4x
Thu, 26 Jun 2025US$461.4bUS$87.0bUS$15.5b27.8x29.8x5.3x
Sat, 24 May 2025US$403.5bUS$87.0bUS$15.5b22.7x26x4.6x
Mon, 21 Apr 2025US$341.9bUS$84.9bUS$14.2b24.2x24.1x4x
Wed, 19 Mar 2025US$405.1bUS$84.8bUS$14.2b30.3x28.5x4.8x
Fri, 14 Feb 2025US$445.3bUS$84.7bUS$15.4b35x28.9x5.3x
Sun, 12 Jan 2025US$426.9bUS$83.2bUS$14.6b33.9x29.3x5.1x
Tue, 10 Dec 2024US$425.5bUS$83.2bUS$14.6b28.2x29.2x5.1x
Thu, 07 Nov 2024US$438.5bUS$83.3bUS$16.0b27x27.4x5.3x
Sat, 05 Oct 2024US$481.7bUS$82.5bUS$15.6b26x30.9x5.8x
Mon, 02 Sep 2024US$496.0bUS$82.5bUS$15.6b26.8x31.8x6x
Wed, 31 Jul 2024US$509.1bUS$82.7bUS$13.9b27.8x36.7x6.2x
Fri, 28 Jun 2024US$564.6bUS$82.8bUS$13.8b27.6x41x6.8x
Sun, 26 May 2024US$541.0bUS$82.8bUS$13.8b28.8x39.3x6.5x
Tue, 23 Apr 2024US$459.7bUS$84.5bUS$14.2b32.1x32.4x5.4x
Thu, 21 Mar 2024US$492.3bUS$84.5bUS$14.2b35x34.7x5.8x
Sat, 17 Feb 2024US$480.8bUS$85.5bUS$14.8b30.3x32.5x5.6x
Mon, 15 Jan 2024US$410.1bUS$90.1bUS$15.9b24.7x25.8x4.6x
Wed, 13 Dec 2023US$408.4bUS$90.0bUS$15.9b24.3x25.7x4.5x
Fri, 10 Nov 2023US$365.4bUS$90.2bUS$15.6b22.4x23.5x4.1x
Sun, 08 Oct 2023US$369.9bUS$93.9bUS$17.0b24.8x21.8x3.9x
Tue, 05 Sep 2023US$409.3bUS$93.9bUS$17.0b27x24.1x4.4x
Thu, 03 Aug 2023US$404.2bUS$94.6bUS$19.7b22.3x20.6x4.3x
Sat, 01 Jul 2023US$404.2bUS$96.1bUS$20.1b20.1x20.1x4.2x
Mon, 29 May 2023US$386.9bUS$96.1bUS$20.1b18x19.2x4x
Wed, 26 Apr 2023US$327.3bUS$95.9bUS$21.0b14.6x15.6x3.4x
Fri, 24 Mar 2023US$350.6bUS$96.1bUS$21.2b16.7x16.5x3.6x
Sun, 19 Feb 2023US$341.4bUS$95.3bUS$21.1b15.2x16.2x3.6x
Price to Earnings Ratio

16.2x


Total Market Cap: US$341.4bTotal Earnings: US$21.1bTotal Revenue: US$95.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Semiconductor Equipment Industry Price to Earnings3Y Average 29x202420252026
Current Industry PE
  • Investors are optimistic on the American Semiconductor Equipment industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 47.0x which is higher than its 3-year average PE of 29.0x.
  • The 3-year average PS ratio of 5.3x is lower than the industry's current PS ratio of 9.5x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor Equipment industry have declined 2.1% 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 Market0.99%
Tech2.89%
Semiconductors5.18%
Semiconductor Equipment3.73%
Semiconductors5.35%
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$339.8814.2%
+US$33.6b
87.9%PE38.5x
LRCX Lam ResearchUS$235.1212.1%
+US$31.6b
188.2%PE47.3x
KLAC KLAUS$1.48k13.2%
+US$22.7b
97.2%PE42.6x
TER TeradyneUS$321.4519.5%
+US$8.2b
188.2%PE90.9x
Q Qnity ElectronicsUS$114.5119.9%
+US$4.0b
n/aPE29.8x