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Australian (ASX) Auto Components Industry Analysis

UpdatedApr 06, 2026
DataAggregated Company Financials
Companies8
  • 7D-2.2%
  • 3M-23.5%
  • 1Y-12.2%
  • YTD-23.9%

Over the last 7 days, the Auto Components industry has dropped 2.2%, driven by a pullback from ARB of 5.6%. The industry has fallen 12% in the last year. Looking forward, earnings are forecast to grow by 24% annually.

Industry Valuation and Performance

Has the Australian Auto Components Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 06 Apr 2026AU$3.9bAU$2.4bAU$33.3m17.2x116.2x1.6x
Wed, 04 Mar 2026AU$4.4bAU$2.4bAU$33.2m17.1x132.8x1.8x
Fri, 30 Jan 2026AU$4.7bAU$2.4bAU$38.0m22x122.5x2x
Sun, 28 Dec 2025AU$5.0bAU$2.4bAU$38.0m23.5x132.1x2.1x
Tue, 25 Nov 2025AU$5.2bAU$2.4bAU$38.0m24.6x136.4x2.2x
Thu, 23 Oct 2025AU$5.5bAU$2.4bAU$38.0m25.7x145.1x2.3x
Sat, 20 Sep 2025AU$5.8bAU$2.4bAU$38.0m26.8x151.3x2.4x
Mon, 18 Aug 2025AU$5.5bAU$2.4bAU$56.8m29x96.1x2.3x
Wed, 16 Jul 2025AU$5.2bAU$2.4bAU$244.5m20.5x21.2x2.2x
Fri, 13 Jun 2025AU$4.7bAU$2.4bAU$244.5m19.3x19.3x2x
Sun, 11 May 2025AU$4.8bAU$2.4bAU$244.5m19.4x19.5x2x
Tue, 08 Apr 2025AU$4.3bAU$2.4bAU$244.5m17.1x17.5x1.8x
Thu, 06 Mar 2025AU$5.4bAU$2.4bAU$244.5m21x22.1x2.3x
Sat, 01 Feb 2025AU$6.0bAU$2.3bAU$266.6m17.5x22.6x2.6x
Mon, 30 Dec 2024AU$6.1bAU$2.3bAU$266.6m16.6x23.1x2.6x
Wed, 27 Nov 2024AU$6.2bAU$2.3bAU$266.6m17.2x23.1x2.6x
Fri, 25 Oct 2024AU$6.2bAU$2.3bAU$266.6m16.1x23.4x2.7x
Sun, 22 Sep 2024AU$6.6bAU$2.3bAU$266.8m15.8x24.6x2.8x
Tue, 20 Aug 2024AU$6.1bAU$2.3bAU$245.1m16.2x25.1x2.7x
Thu, 18 Jul 2024AU$6.5bAU$2.4bAU$251.2m15.2x25.7x2.7x
Sat, 15 Jun 2024AU$6.0bAU$2.4bAU$251.2m14.1x24.1x2.6x
Mon, 13 May 2024AU$6.1bAU$2.4bAU$251.2m12.9x24.1x2.6x
Wed, 10 Apr 2024AU$6.4bAU$2.4bAU$251.2m14.7x25.5x2.7x
Fri, 08 Mar 2024AU$6.6bAU$2.4bAU$251.2m14.7x26.4x2.8x
Sun, 04 Feb 2024AU$6.0bAU$2.3bAU$151.9m17.4x39.7x2.6x
Tue, 02 Jan 2024AU$6.0bAU$2.3bAU$151.9m17.1x39.6x2.6x
Thu, 30 Nov 2023AU$5.5bAU$2.3bAU$151.9m15.6x36.1x2.4x
Sat, 28 Oct 2023AU$5.4bAU$2.3bAU$151.9m15.4x35.2x2.3x
Mon, 25 Sep 2023AU$5.9bAU$2.3bAU$151.9m17.1x38.5x2.5x
Wed, 23 Aug 2023AU$5.7bAU$2.3bAU$182.0m18x31.3x2.5x
Fri, 21 Jul 2023AU$5.1bAU$2.3bAU$148.6m23.1x34.4x2.2x
Sun, 18 Jun 2023AU$4.9bAU$2.3bAU$148.6m19.7x32.7x2.1x
Tue, 16 May 2023AU$5.2bAU$2.3bAU$148.6m21.1x35.3x2.3x
Thu, 13 Apr 2023AU$5.4bAU$2.3bAU$148.6m21.1x36.7x2.4x
Price to Earnings Ratio

36.7x


Total Market Cap: AU$5.4bTotal Earnings: AU$148.6mTotal Revenue: AU$2.3bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Auto Components Industry Price to Earnings3Y Average 50.2x202420252026
Current Industry PE
  • Investors are optimistic on the Australian Auto Components industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 116x which is higher than its 3-year average PE of 50.2x.
  • The 3-year average PS ratio of 2.4x is higher than the industry's current PS ratio of 1.6x.
Past Earnings Growth
  • The earnings for companies in the Auto Components industry have declined 39% 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 Trends

Which industries have driven the changes within the Australian Consumer Discretionary industry?

AU Market0.63%
Consumer Discretionary-0.66%
Auto Components-2.18%
Auto Parts and Equipment-2.18%
Industry PE
  • Investors are most optimistic about the Auto Parts and Equipment industry which is trading above its 3-year average PE ratio of 50.2x.
    • Analysts are expecting annual earnings growth of 24.5%, which is higher than its past year's earnings decline of 13.3% per year.
  • Investors are most pessimistic about the Auto Parts and Equipment industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 50.2x.
Forecasted Growth
  • Analysts are most optimistic on the Auto Parts and Equipment industry, expecting annual earnings growth of 24% over the next 5 years.
  • This is better than its past earnings decline of 13% per year.
  • In contrast, the Auto Parts and Equipment industry is expected to see its earnings grow by 24% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
AOV AmotivAU$6.772.3%
+AU$20.1m		-7.5%PS0.9x
RPM RPM Automotive GroupAU$0.0283.7%
+AU$272.4k		-40.4%PE4.3x

Latest News

ARB
AU$20.08
ARB
7D
-5.6%
1Y
-29.5%

ARB: Lower Risk Profile Will Support Premium Multiple Over Time

Analysts have made a small upward adjustment to ARB's implied fair value. The refreshed price target now sits just above A$27, reflecting slightly lower discount rate assumptions and stable revenue growth and margin expectations, following recent Street research that highlighted limited near term catalysts.
PWH
AU$8.76
PWR Holdings
7D
-0.8%
1Y
32.7%

Is It Too Late To Consider Buying PWR Holdings Limited (ASX:PWH)?

Apr 01
Is It Too Late To Consider Buying PWR Holdings Limited (ASX:PWH)?
AOV
AU$6.77
Amotiv
7D
2.3%
1Y
-7.5%

AOV: Future Dividend And Reaffirmed Guidance Will Support Earnings Delivery

Analysts have trimmed their average Amotiv price target by A$0.00 to A$9.15, reflecting slightly higher assumed discount rates, modestly stronger revenue growth and profit margin expectations, and mixed recent rating actions from major brokers. Analyst Commentary Recent Street research around Amotiv points to a more cautious tone, even as not all firms share the same view.
RPM
AU$0.028
RPM Automotive Group
7D
3.7%
1Y
-40.4%
SFC
AU$18.50
Schaffer
7D
-0.4%
1Y
-11.5%