North American EMS Industry Surges in February as Shipments Jump 7.6 Percent

The Global Electronics Association releases EMS industry results for February 2026

The Global Electronics Association announced today the February 2026 findings from its North American Electronics Manufacturing Services (EMS) Statistical Program. The book-to-bill ratio stands at 1.32.

Total North American EMS shipments in February 2026 were up 7.6% compared to the same month last year. Compared to the preceding month, February shipments were up 7.1%. February’s year-to-date (YTD) shipments increased by 3.9% year-over-year (YOY).

EMS bookings in February increased 1.7% year-over-year and increased 19.1% from the previous month. February’s YTD bookings decreased by 0.7% compared to the same period last year.

“The EMS book-to-bill for February is a strong indicator that demand is pulling ahead of production. Manufacturers are building backlog and should have better visibility and more confident production planning in the months ahead,” said Dr. Shawn DuBravac, Global Electronics Association’s chief economist. 

February 2026 EMS book to bill ratio chart

Detailed Data Available

Companies that participate in the Global Electronics Association’s North American EMS Statistical Program have access to detailed findings on EMS sales growth by type of production and company size tier, order growth and backlogs by company size tier, vertical market growth, the EMS book-to-bill ratio, 3-month and 12-month sales outlooks, and other timely data.

Interpreting the Data

The book-to-bill ratios are calculated by dividing the value of orders booked over the past three months by the value of sales billed during the same period from companies in the Global Electronics Association’s survey sample. A ratio of more than 1.00 suggests that current demand is ahead of supply, which is a positive indicator for sales growth over the next three to 12 months. A ratio of less than 1.00 indicates the reverse.

Year-on-year and year-to-date growth rates provide the most meaningful view of industry growth. Month-to-month comparisons should be made with caution as they reflect seasonal effects and short-term volatility. Because bookings tend to be more volatile than shipments, changes in the book-to-bill ratios from month to month might not be significant unless a trend of more than three consecutive months is apparent. It is also important to consider changes in both bookings and shipments to understand what is driving changes in the book-to-bill ratio.

The Global Electronics Association’s monthly EMS industry statistics are based on data provided by a representative sample of assembly equipment manufacturers selling in the USA and Canada. The Association publishes the EMS book-to-bill ratio by the end of each month.

PCB Market Enters 2026 With Diverging Signals: Shipments Rise, Bookings Contract

Global Electronics Association releases January 2026 PCB industry results

The Global Electronics Association announced today the January 2026 findings from its North American Printed Circuit Board (PCB) Statistical Program.  

North American PCB results for January were mixed. Shipments rose 9.1% sequentially from December but started the year down on a year-over-year basis. Bookings were the softer story, falling 15% from December and dropping 16.5% year-over-year, a notable pullback after a stronger close to 2025. 

The three-month book-to-bill held at 1.09, keeping the trend technically in expansion territory, though the divergence between the monthly and three-month reads is worth watching. The three-month moving averages remain positive on both shipments and bookings, suggesting momentum remains positive and the broader trend has not reversed, but January's demand signal is a cautionary note heading into the quarter. 

"January's PCB results reflect a market where shipments are holding up, but the demand signal is flashing caution,” said Dr. Shawn DuBravac, Global Electronics Association’s chief economist. “With bookings dropping sharply from December and the one-month ratio below parity, the next few months will tell us whether this is a pause or the start of a softer trend.” 

January 2026 North American PCB book to bill ratio chart

Detailed Data Available 

Companies that participate in the Global Electronics Association’s North American PCB Statistical Program have access to detailed findings on rigid PCB and flexible circuit sales and orders, including separate rigid and flex book-to-bill ratios, growth trends by product types and company size tiers, demand for prototypes, sales growth to military and medical markets, and other timely data. 

Interpreting the Data 

The book-to-bill ratios are calculated by dividing the value of orders booked over the past three months by the value of sales billed during the same period from companies in the Global Electronics Association’s survey sample. A ratio of more than 1.00 suggests that current demand is ahead of supply, which is a positive indicator for sales growth over the next three to 12 months. A ratio of less than 1.00 indicates the reverse. 

Year-on-year and year-to-date growth rates provide the most meaningful view of industry growth. Month-to-month comparisons should be made with caution as they reflect seasonal effects and short-term volatility. Because bookings tend to be more volatile than shipments, changes in the book-to-bill ratios from month to month might not be significant unless a trend of more than three consecutive months is apparent. It is also important to consider changes in both bookings and shipments to understand what is driving changes in the book-to-bill ratio. 

The Global Electronics Association’s monthly PCB industry statistics are based on data provided by a representative sample of both rigid PCB and flexible circuit manufacturers selling in the USA and Canada. The Association publishes the PCB book-to-bill ratio by the end of each month. 

Unintentional Antennas and Their Role in EMC Problems

Date
-

Why do electronics fail EMC testing, usually radiated emissions, when they don't have any antennas on board--or at least no antennas for below 500 MHz?

This interactive, virtual event will explain the main ways that cables and boards can act like antennas even though they're not designed to radiate. We'll discuss the two main radiating mechanisms and how they manifest in electronics hardware. Cables and split planes will get the most attention. We'll also include a live hardware demo that shows how these interactions play out in real life.

 

Karen Burnham

Speaker Bio:

Karen Burnham has worked in and around the aerospace, defense, automotive, and broader consulting world since 1996. She has a BS in Physics, an MS in Electrical Engineering, and a talent for translating EMC to English. She has managed requirements and test planning for NASA, the Dream Chaser spaceship, and others. She has done troubleshooting on electric vehicles for Ford Motor Company and others. She has initiated innovative SBIRs and STTRs through government centers and worked on classified programs. She has consulted on projects across a wide range of industries and sits on multiple international standards committees, which have led to her current role as Vice President of Standards for the IEEE EMC Society.

Ms. Burnham founded EMC United, Inc. in 2024 to help companies and hardware designers solve EMC problems, ideally before they even start. She believes that, far from being black magic, EMC can be understandable (and even fun!), and she hopes to spread that passion more widely. 
 

 

 


 

North American EMS Market Opens 2026 on Soft Note as Momentum Cools

The Global Electronics Association releases EMS industry results for January 2026

The Global Electronics Association announced today the January 2026 findings from its North American Electronics Manufacturing Services (EMS) Statistical Program.  

January 2026 came in soft on both sides of the ledger. Shipments were essentially flat year-over-year (+0.1%) and fell sharply from December. Bookings were down 3.3% year-over-year and dropped 24.8% from a strong December close. 

January's results point to a building backlog, as shipments trailed December's bookings by a notable margin. The three-month book-to-bill held steady at 1.25, indicating the underlying trend remains in expansion territory, but the monthly read warrants watching. The three-month moving averages for both shipments (-3.7%) and bookings (-3.5%) are running negative, pointing to a softening in momentum. 

“January's results reflect a market catching its breath after a strong close to 2025. Fundamentals remain intact, but the demand signal is muted,” said Dr. Shawn DuBravac, Global Electronics Association’s chief economist. “Even with shipments slightly below last year’s pace, the firming demand environment suggests a sector that is moving into better balance.” 

January 2026 North American EMS book to bill ratio chart

Detailed Data Available 

Companies that participate in the Global Electronics Association’s North American EMS Statistical Program have access to detailed findings on EMS sales growth by type of production and company size tier, order growth and backlogs by company size tier, vertical market growth, the EMS book-to-bill ratio, 3-month and 12-month sales outlooks, and other timely data. 

Interpreting the Data 

The book-to-bill ratios are calculated by dividing the value of orders booked over the past three months by the value of sales billed during the same period from companies in the Global Electronics Association’s survey sample. A ratio of more than 1.00 suggests that current demand is ahead of supply, which is a positive indicator for sales growth over the next three to 12 months. A ratio of less than 1.00 indicates the reverse. 

Year-on-year and year-to-date growth rates provide the most meaningful view of industry growth. Month-to-month comparisons should be made with caution as they reflect seasonal effects and short-term volatility. Because bookings tend to be more volatile than shipments, changes in the book-to-bill ratios from month to month might not be significant unless a trend of more than three consecutive months is apparent. It is also important to consider changes in both bookings and shipments to understand what is driving changes in the book-to-bill ratio. 

The Global Electronics Association’s monthly EMS industry statistics are based on data provided by a representative sample of assembly equipment manufacturers selling in the USA and Canada. The Association publishes the EMS book-to-bill ratio by the end of each month. 

Global Electronics Association Announces New Board Members at APEX EXPO 2026

Board additions reinforce expertise across the electronics ecosystem

At the 69th Global Electronics Association Annual Meeting on March 17, held in conjunction with APEX EXPO 2026, the Association’s Board of Directors announced new officers and first-term members. Board officers serve a two-year term; board members serve a three-year term, and the student board member serves a one-year term.

The Association’s new Board Members:

  • Ben Gliklich, CEO, Element Solutions
  • Lynn Torrel, Vice President, Sales Enablement, Arrow Electronics
  • Gao Lan, Chief Human Resources Officer, Senior Vice President, Lenovo 

Student Board Member:

  • Aubrey Smith, Chapter President, University of Georgia, participant in the Association’s Emerging Engineer Program

The newly elected Board Officers:

  • Board Chair: Peter Cleveland, Senior Vice President, TSMC
  • Board Vice-Chair: Paul Baldassari, President, Manufacturing and Services, Flex
  • Board Secretary and Treasurer: Greg Maxwell, Senior Vice President, Global Supply Chain, Northrop Grumman Mission Systems

“The electronics ecosystem is evolving rapidly, and our Board helps ensure we stay tightly aligned with that pace of change,” said John W. Mitchell, president and CEO of the Global Electronics Association.  “Their perspective informs how we support innovation across the value chain, supporting our programs, standards, and training that deliver tangible value to our members.”

Newly appointed Board Chair Peter Cleveland of TSMC emphasized the importance of collective leadership at a pivotal moment for the industry. “This is a time when resilience, collaboration, and innovation across the electronics supply chain have never been more critical,” he said. “I look forward to working with this Board to strengthen our global ecosystem, support our members, and help shape the future of electronics manufacturing.”

In addition to Board election announcements, the Association honored the contributions of three outgoing Board Members:

  • Bob Neves, Chairman/CTO, Reliability Assessment Solutions, Inc., for 14 years of board service. Neves is a recipient of the Hall of Fame, the President's, and the Deiter Bergman Awards. He has chaired dozens of committees, including those focused on Rigid Boards and HDI.
  • Tom Edman, the former CEO of TTM Technologies, now on the Board for TTM and Jabil, served the Association for 10 years and was instrumental in expanding its global foundation for standards development while also strengthening key areas such as workforce development, policy representation, sustainability, and design. He remains on the Global Electronics Association Executive Committee as Immediate Past Chair. 
  • Emily Daley, a May 2026 graduate candidate at Michigan Technological University. In addition to serving as the Student Board Member, she participated in the Association’s Emerging Engineer Program.  

John Mitchell stated," The Association extends its heartfelt gratitude to Bob and Emily for their dedicated service to the Board and the industry. We thank them for their invaluable guidance, which has enabled us to better serve our members and the global electronics community.”

Accounting for Scope 3 Category 1 Greenhouse Gas Emissions

Member Download (pdf)

The Global Electronics Association and the Responsible Business Alliance (RBA) have joined forces to cut through the confusion of Scope 3.1 greenhouse gas (GHG) emissions accounting. This category of emissions arises in the supply chains of the goods and services that electronics companies purchase. Our practical guidance for the electronics industry offers a step-by-step path to move "best guesses" to high-quality, reliable data that satisfies regulators, investors, and customers alike.

Author(s)
Global Electronics Association
Resource Type
Guidance
Event
No Event