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U.S. Consumer Electronics Industry Analysis

UpdatedApr 05, 2026
DataAggregated Company Financials
Companies11
  • 7D3.4%
  • 3M14.0%
  • 1Y33.8%
  • YTDn/a

The Consumer Electronics industry is up 3.4% in the last week, with Garmin up 3.3%. In the last 12 months, the industry was up 34%. As for the next few years, earnings are expected to grow by 9.7% per annum.

Industry Valuation and Performance

Has the U.S. Consumer Electronics Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 05 Apr 2026US$47.6bUS$9.7bUS$1.5b27.5x31.2x4.9x
Tue, 03 Mar 2026US$50.8bUS$9.7bUS$1.5b29.2x34x5.2x
Thu, 29 Jan 2026US$41.5bUS$9.5bUS$1.4b25x30.5x4.4x
Sat, 27 Dec 2025US$42.0bUS$9.5bUS$1.4b25.2x30.8x4.4x
Mon, 24 Nov 2025US$39.4bUS$9.5bUS$1.4b23.5x28.9x4.2x
Wed, 22 Oct 2025US$50.8bUS$9.6bUS$1.3b54.5x37.9x5.3x
Fri, 19 Sep 2025US$47.4bUS$9.4bUS$1.3b29.1x35.5x5.1x
Sun, 17 Aug 2025US$46.7bUS$9.4bUS$1.3b28.5x35.1x5x
Tue, 15 Jul 2025US$43.2bUS$9.1bUS$1.2b28.5x35.9x4.7x
Thu, 12 Jun 2025US$42.0bUS$9.1bUS$1.2b27.4x34.9x4.6x
Sat, 10 May 2025US$38.1bUS$9.1bUS$941.0m25.1x40.5x4.2x
Mon, 07 Apr 2025US$35.6bUS$9.0bUS$871.8m24.3x40.9x4x
Wed, 05 Mar 2025US$45.5bUS$9.4bUS$800.0m30x56.9x4.8x
Fri, 31 Jan 2025US$43.4bUS$9.2bUS$1.0b27.5x42.8x4.7x
Sun, 29 Dec 2024US$42.6bUS$9.2bUS$1.0b26.5x42x4.6x
Tue, 26 Nov 2024US$44.9bUS$11.0bUS$1.0b649.8x44.2x4.1x
Thu, 24 Oct 2024US$35.7bUS$10.7bUS$900.4m30x39.7x3.3x
Sat, 21 Sep 2024US$37.3bUS$10.8bUS$886.9m25.7x42.1x3.5x
Mon, 19 Aug 2024US$37.2bUS$10.8bUS$890.4m25.7x41.8x3.5x
Wed, 17 Jul 2024US$37.1bUS$10.6bUS$880.9m24.5x42.2x3.5x
Fri, 14 Jun 2024US$36.5bUS$11.7bUS$850.7m22.8x42.9x3.1x
Sun, 12 May 2024US$38.0bUS$11.7bUS$851.8m23.8x44.6x3.2x
Tue, 09 Apr 2024US$34.1bUS$11.5bUS$1.1b22.2x31.1x3x
Thu, 07 Mar 2024US$32.6bUS$11.5bUS$1.1b20.8x29.8x2.8x
Sat, 03 Feb 2024US$27.9bUS$11.5bUS$840.9m22.1x33.1x2.4x
Mon, 01 Jan 2024US$29.9bUS$11.5bUS$845.6m23.6x35.4x2.6x
Wed, 29 Nov 2023US$28.0bUS$11.5bUS$845.6m22.3x33.1x2.4x
Fri, 27 Oct 2023US$22.9bUS$11.5bUS$809.9m19.4x28.3x2x
Sun, 24 Sep 2023US$24.4bUS$11.5bUS$810.8m20.3x30.1x2.1x
Tue, 22 Aug 2023US$24.1bUS$11.5bUS$811.4m19.6x29.7x2.1x
Thu, 20 Jul 2023US$26.2bUS$11.5bUS$838.6m21.4x31.3x2.3x
Sat, 17 Jun 2023US$25.9bUS$11.5bUS$802.5m21x32.2x2.2x
Mon, 15 May 2023US$25.4bUS$11.5bUS$824.5m20.6x30.8x2.2x
Wed, 12 Apr 2023US$25.5bUS$11.9bUS$969.4m25.6x26.3x2.1x
Price to Earnings Ratio

26.3x


Total Market Cap: US$25.5bTotal Earnings: US$969.4mTotal Revenue: US$11.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Consumer Electronics Industry Price to Earnings3Y Average 36.2x202420252026
Current Industry PE
  • Investors are pessimistic on the American Consumer Electronics industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 31.2x which is lower than its 3-year average PE of 36.2x.
  • The 3-year average PS ratio of 3.6x is lower than the industry's current PS ratio of 4.9x.
Past Earnings Growth
  • The earnings for companies in the Consumer Electronics industry have grown 16% per year over the last three years.
  • Meanwhile revenues for these companies have declined 6.5% per year.
  • This means that less sales are being generated overall, but since cost of doing business is lower, profits have been increasing.

Industry Comparison

How does U.S. Consumer Electronics compare with similar industries?

US Market3.46%
Consumer Discretionary2.68%
Consumer Durables2.42%
Consumer Electronics3.41%
Household Appliances2.98%
Home Furnishings2.34%
Homebuilding2.10%
Housewares and Specialties0.87%
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
GRMN GarminUS$237.653.3%
+US$1.4b		33.2%PE27.5x
SONO SonosUS$13.586.9%
+US$106.4m		58.0%PS1.1x
GPRO GoProUS$0.7720.1%
+US$21.1m		52.4%PS0.2x
RIME Algorhythm HoldingsUS$1.2614.5%
+US$921.3k		-49.8%PS1.7x
KOSS KossUS$3.682.2%
+US$757.3k		-15.0%PS2.7x

Latest News

GRMN
US$237.65
Garmin
7D
3.3%
1Y
33.2%

GRMN: New AI Services And Product Cycle Will Temper Overstretched Expectations

Garmin's analyst price target in this narrative update shifts from $185 to $220 as analysts factor in stronger earnings projections, expectations for multiple new product launches, and a customer base viewed as less sensitive to economic swings. Analyst Commentary Recent Street research shows a wide range of opinions on Garmin, with higher price targets paired with very different ratings.
RIME
US$1.26
Algorhythm Holdings
7D
14.5%
1Y
-49.8%
GPRO
US$0.77
GoPro
7D
20.1%
1Y
52.4%
SONO
US$13.58
Sonos
7D
6.9%
1Y
58.0%

SONO: Future Upside Will Rely On Execution And Margin Discipline

Sonos' analyst price target has been adjusted by $1, with analysts pointing to slightly higher modeled revenue growth and profit margins, partly offset by a lower assumed future P/E multiple and a modest change in the discount rate. Analyst Commentary Recent research on Sonos has centered on how small changes in assumptions about growth, margins, P/E multiples, and discount rates translate into adjusted valuation targets.
KOSS
US$3.68
Koss
7D
2.2%
1Y
-15.0%
UEIC
US$4.10
Universal Electronics
7D
-1.9%
1Y
-21.3%
MSN
US$0.40
Emerson Radio
7D
5.0%
1Y
-7.8%