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← CockpitCompetitor Analysis › 002179.SZ Jonhon Optronic Technology Co., Ltd. Class AOpen in the cockpit ↗

Jonhon Optronic Technology Co., Ltd. Class A002179.SZCompetitor analysis, valuation and peers

China · CNY·Industrials›Aerospace & Defense

Chinese maker of electrical and optoelectronic connectors and cable assemblies for aerospace, defense and telecom equipment.

≈ China's Amphenol/TE Connectivity for aerospace connectorsMomentum leader 80
Mkt cap
$10.7B
US dollars, full cap
Free float
54%
of shares outstanding
$/day
$96.7M
20-day average traded
Fwd P/E
30.4×
forward earnings
ROIC−WACC
+2.5 pp
WACC 5.9%
Hurdle
n/a
no reverse DCF
Next earnings
129 days
15 Mar 2027
Close · CNYCN¥34.01
1D-2.2%
1W+2.6%
1M+2.5%
3M-0.2%
6M-7.0%
YTD-4.0%
1Y-8.1%
ATR %3.0%
52w lowhigh28.0% off high

What Jonhon Optronic Technology does

Chinese maker of electrical and optoelectronic connectors and cable assemblies for aerospace, defense and telecom equipment.

Sells connectors and cable assemblies that are designed into aircraft, missiles, ships and satellites years before production, so orders follow state defense programs and arrive in uneven batches. It belongs to the state-owned aviation group AVIC. Telecom and new-energy vehicle connectors are growing civilian lines.

In one line: China's Amphenol/TE Connectivity for aerospace connectors.

Products and services

  • Aerospace/military connectors
  • Optoelectronic connectors
  • Cable assemblies
  • Telecom/5G connectors

Customers

  • Chinese military/CASC programs
  • Telecom equipment makers
  • Satellite/spacecraft programs

Where it sits in the supply chain

  • Industrials
  • Aerospace & Defense
  • Connector & interconnect manufacturing

What could go right

  • Defense budget growth
  • Satellite constellation buildout

What could go wrong

  • Customer concentration in defense programs
  • Program-timing lumpiness

Moat: narrow (customer qualification, IP / patents). Qualified supplier on defense/space programs where switching connector vendors mid-program is costly.

Headquarters: Luoyang, China · Founded: 1993 · Employees: 19,493

Named competitors

Jonhon Optronic Technology at a glance

Size Jonhon Optronic Technology (002179.SZ) is a China Industrials company (Aerospace & Defense) with a market value of $10.7B, the 233rd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥34.01 on 6 Nov 2026.

Performance Over six months the shares fell 7.0%, against -12.9% for the median peer and -16.4% for the China market (cap-weighted) — 8th highest of 21 in its peer set.

Growth Revenue grew 5.5% over the last twelve months (peer median +16.7%); the operating margin is 11.3% (peer median 9.1%).

Valuation It trades at 30.4× forward earnings against a peer median of 27.6× (10th most expensive of 21).

Capital Return on invested capital runs 2.5 points above its cost of capital (5.9% WACC).

Next results Next results expected around 15 Mar 2027 (exchange calendar; dates can move).

Relative performance

10012011 May 202611 Aug 20266 Nov 2026002179.SZ 92Peer median 86
Six months, rebased to 100: Jonhon Optronic Technology against the median of its 20 peers (local-currency closes).

Jonhon Optronic Technology financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥23.7BCN¥21.3BCN¥20.6BCN¥20.0BCN¥15.8B
Revenue growth—+3%+3%+27%—
Gross profitCN¥7.32BCN¥5.96BCN¥7.32BCN¥7.42BCN¥5.66B
EBITDAn/aCN¥3.19BCN¥4.10BCN¥3.74BCN¥2.95B
Net incomeCN¥2.36BCN¥2.16BCN¥3.35BCN¥3.34BCN¥2.72B
Free cash flow-CN¥345MCN¥45.2MCN¥687MCN¥741MCN¥639M
Capital expenditureCN¥1.54BCN¥1.58BCN¥1.54BCN¥2.39BCN¥1.52B
Total debtCN¥5.84BCN¥6.22BCN¥7.59BCN¥6.59BCN¥6.91B

Quarterly statements and history in the cockpit →

Jonhon Optronic Technology competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-40%-20%0%+20%-20%0%BWXTMOG-AHAGHII000768CRDRS688002600372EMBJTXTMROCSG047810600893LOAR272210CW600879002179.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. Jonhon Optronic Technology is the large dot.

Fundamentals: revenue growth against valuation

-20%0%+20%+40%+60%50×100×BWXTMOG-AHAGHII000768DRS688002600372TXTCSG047810600893LOAR272210KTOS600879002179.SZRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Jonhon Optronic Technology is the large dot.

Jonhon Optronic Technology competitors and peer comparison

Head to head with its named competitors (002179.SZ vs APH vs TEL vs 300219.SZ)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Jonhon Optronic Technology 002179.SZ$10.7B-7%+6%11%30.4×n/a
Amphenol APH$184B+21%+58%29%21.6×15.7%
TE Connectivity TEL$59.5B+1%+15%22%15.1×8.2%
Hongli Zhihui 300219.SZ$638M-22%+10%3%n/a8.3%

How Jonhon Optronic Technology compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Jonhon Optronic Technology against its 20 peers (data as of 6 Nov 2026)
Measure002179.SZPeer medianRank in peer set
1-month return+2.5%-2.8%10th highest of 21
6-month return-7.0%-12.9%8th highest of 21
Distance from 52-week high-28.0%-34.3%8th highest of 21
Revenue growth (TTM)+5.5%+16.7%4th lowest of 21
Operating margin11.3%9.1%7th highest of 21
Forward P/E30.4×27.6×10th most expensive of 21
ROIC minus cost of capital+2.5 pp+0.8 pp9th highest of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Jonhon Optronic Technology 002179.SZChina$10.7B-7%+6%11%30.4×n/an/a
BWX Technologies BWXTUnited States$11.0B-42%+18%10%23.8×19.6%+8.5%
Moog MOG-AUnited States$10.3B+3%+16%12%27.8×15.1%+6.0%
Hensoldt HAG.DEGermany$10.0B+2%+15%10%41.3×12.2%+15.3%
Huntington Ingalls Industries HIIUnited States$11.4B-8%+13%5%14.4×5.3%+5.9%
AVIC Xi'an Aircraft Industry 000768.SZChina$9.92B+1%-34%3%55.7×n/an/a
Crane CRUnited States$11.6B+11%+22%18%25.8×17.5%-3.5%
Leonardo DRS DRSUnited States$9.08B-18%+9%11%23.1×4.6%+5.6%
Raytron Technology 688002.SSChina$8.64B-15%+84%29%26.4×20.1%+32.1%
AVIC Airborne Systems 600372.SSChina$8.36B-11%-2%5%48.1×n/an/a
Embraer S.A. Sponsored ADR EMBJUnited States$14.1B+23%+20%8%23.6×16.9%+14.5%
Textron TXTUnited States$14.2B-8%+9%7%11.9×8.3%+4.9%
Melrose Industries MRO.LUnited Kingdom$7.80B-4%+9%11%13.4×15.3%-12.8%
Csg CSG.ASNetherlands$14.6B-20%+72%25%11.7×n/an/a
Korea Aerospace 047810.KSSouth Korea$7.37B-39%+44%6%45.4×n/an/a
AECC Aviation Power 600893.SSChina$15.8B-15%+18%2%173.7×n/an/a
Loar LOARUnited States$7.05B+26%+30%25%52.2×29.1%+27.5%
Hanwha Systems 272210.KSSouth Korea$6.93B-57%+30%6%82.5×n/an/a
Curtiss-Wright CWUnited States$17.1B-36%+11%19%27.4×16.2%+7.9%
Kratos Defense & Security Solutions KTOSUnited States$6.59B-39%+26%2%36.4×n/an/a
China Aerospace Times Electronics 600879.SSChina$6.43B-46%-13%1%130.0×n/an/a

Questions

Who are Jonhon Optronic Technology's main competitors?
Named competitors: Amphenol (APH), TE Connectivity (TEL), Hongli Zhihui (300219.SZ). The cockpit's measured peer set (industry) also includes BWX Technologies (BWXT), Moog (MOG-A), Hensoldt (HAG.DE), Huntington Ingalls Industries (HII), AVIC Xi'an Aircraft Industry (000768.SZ), Crane (CR).
Is Jonhon Optronic Technology expensive compared with its peers?
On forward p/e it trades at 30.4× against a peer median of 27.6×, 10th most expensive of 21 in its peer set.
How has Jonhon Optronic Technology stock performed?
Over six months to 6 Nov 2026 the shares returned -7.0% against -12.9% for the median peer; over one year -8.1%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.