undamentalytics Newsletter

Consumer Electronics stocks

12 US-listed companies in consumer electronics, with $10.1bn of combined revenue in their latest fiscal years. Garmin is the largest ($7.2bn). The fastest grower with at least $100m of revenue in both years is Zepp Health Corp, up 41.8%. The median company grew −4.9% with a net margin of −5.1%.

Companies12
Combined revenue$10.1bn
Median revenue growth−4.9%
Median net margin−5.1%
Median return on equity−15.6%
#CompanyRevenueGrowthNet marginROEFiscal year
1 GarminGRMN $7.2bn 15.1% 23.0% 19.8% 2025
2 Sonos IncSONO $1.4bn −4.9% −4.2% −15.6% 2025
3 Gopro, Inc.GPRO $652m −18.7% −14.2% −80.9% 2025
4 Universal Electronics IncUEIC $368m −6.7% −5.1% −12.4% 2025
5 Zepp Health CorpZEPP $259m 41.8% −15.5% −17.2% 2025
6 Ispire Technology Inc.ISPR $96m −24.7% −34.6% — 2026
7 Utime LtdFXHO $28m −20.5% −14.2% — 2026
8 Koss CorpKOSS $13m 3.1% −3.0% −1.3% 2026
9 Fenbo Holdings LtdFEBO $11m −36.0% −12.5% −26.2% 2025
10 Emerson Radio CorpMSN $6m −41.5% −68.1% −22.2% 2026
11 Algorhythm Holdings, Inc.RIME $4m −81.3% −361.4% — 2025
12 Innovative Eyewear IncLUCY $3m 62.6% −285.2% −83.6% 2025

Medians cover companies with at least $100m of revenue (growth: in both years). Growth is the latest fiscal year against the year before and includes acquisitions.

Other consumer discretionary industries

Figures from each company's latest annual report filed with the SEC (10-K or 20-F), as reported, with the fiscal year shown. Not investment advice. How we read filings: methodology.