Japanese (NIKKEI) Auto Components Industry Analysis

Industry Valuation and Performance

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

Date	Market Cap	Revenue	Earnings	PE	Absolute PE	PS
Fri, 05 Jun 2026	JP¥35.7t	JP¥46.8t	JP¥2.4t	9.2x	14.9x	0.8x
Sun, 03 May 2026	JP¥31.0t	JP¥46.4t	JP¥2.2t	10x	14x	0.7x
Tue, 31 Mar 2026	JP¥29.6t	JP¥46.0t	JP¥2.1t	9.8x	13.8x	0.6x
Thu, 26 Feb 2026	JP¥35.1t	JP¥46.0t	JP¥2.1t	10.8x	16.6x	0.8x
Sat, 24 Jan 2026	JP¥30.6t	JP¥45.8t	JP¥1.9t	11.4x	15.8x	0.7x
Mon, 22 Dec 2025	JP¥29.9t	JP¥45.9t	JP¥1.9t	10.4x	15.4x	0.7x
Wed, 19 Nov 2025	JP¥28.5t	JP¥46.5t	JP¥2.0t	10x	14.5x	0.6x
Fri, 17 Oct 2025	JP¥27.3t	JP¥46.1t	JP¥1.7t	11.7x	15.9x	0.6x
Sun, 14 Sep 2025	JP¥27.2t	JP¥46.1t	JP¥1.7t	11.3x	15.9x	0.6x
Tue, 12 Aug 2025	JP¥25.2t	JP¥45.5t	JP¥1.7t	10.5x	14.9x	0.6x
Thu, 10 Jul 2025	JP¥22.7t	JP¥45.6t	JP¥1.8t	9.2x	12.8x	0.5x
Sat, 07 Jun 2025	JP¥21.8t	JP¥45.6t	JP¥1.8t	9x	12.3x	0.5x
Mon, 05 May 2025	JP¥21.5t	JP¥45.5t	JP¥1.8t	9.8x	11.7x	0.5x
Wed, 02 Apr 2025	JP¥21.4t	JP¥45.2t	JP¥1.8t	10.1x	11.8x	0.5x
Fri, 28 Feb 2025	JP¥22.2t	JP¥45.2t	JP¥1.8t	10.2x	12.2x	0.5x
Sun, 26 Jan 2025	JP¥22.7t	JP¥45.4t	JP¥1.7t	9.9x	13.8x	0.5x
Tue, 24 Dec 2024	JP¥22.3t	JP¥45.4t	JP¥1.7t	9.8x	13.5x	0.5x
Thu, 21 Nov 2024	JP¥22.9t	JP¥45.3t	JP¥1.7t	9.2x	13.6x	0.5x
Sat, 19 Oct 2024	JP¥21.4t	JP¥45.6t	JP¥1.9t	8.3x	11.5x	0.5x
Mon, 16 Sep 2024	JP¥20.8t	JP¥45.6t	JP¥1.9t	7.8x	11.2x	0.5x
Wed, 14 Aug 2024	JP¥21.4t	JP¥45.5t	JP¥1.9t	7.8x	11.5x	0.5x
Fri, 12 Jul 2024	JP¥24.7t	JP¥45.0t	JP¥1.8t	8.9x	13.8x	0.5x
Sun, 09 Jun 2024	JP¥24.4t	JP¥45.0t	JP¥1.8t	8.8x	13.6x	0.5x
Tue, 07 May 2024	JP¥25.7t	JP¥44.7t	JP¥1.7t	9.2x	14.8x	0.6x
Thu, 04 Apr 2024	JP¥25.8t	JP¥44.5t	JP¥1.7t	9.2x	15.1x	0.6x
Sat, 02 Mar 2024	JP¥25.4t	JP¥44.7t	JP¥1.7t	9.3x	14.8x	0.6x
Mon, 29 Jan 2024	JP¥23.1t	JP¥43.8t	JP¥1.7t	10.2x	13.9x	0.5x
Wed, 27 Dec 2023	JP¥21.5t	JP¥43.8t	JP¥1.7t	9.5x	12.9x	0.5x
Fri, 24 Nov 2023	JP¥22.8t	JP¥43.8t	JP¥1.7t	10x	13.7x	0.5x
Sun, 22 Oct 2023	JP¥21.9t	JP¥42.9t	JP¥1.5t	9.9x	14.4x	0.5x
Tue, 19 Sep 2023	JP¥23.9t	JP¥42.8t	JP¥1.5t	11x	15.8x	0.6x
Thu, 17 Aug 2023	JP¥22.1t	JP¥42.8t	JP¥1.5t	10.3x	14.6x	0.5x
Sat, 15 Jul 2023	JP¥21.6t	JP¥41.2t	JP¥1.3t	11.7x	16.5x	0.5x
Mon, 12 Jun 2023	JP¥21.4t	JP¥41.2t	JP¥1.3t	11.2x	16.3x	0.5x

Current Industry PE

Investors are relatively neutral on the Japanese Auto Components industry at the moment, indicating that they anticipate long term growth rates to remain steady.

The industry is trading close to its 3-year average PE ratio of 14.1x.

The industry is trading close to its 3-year average PS ratio of 0.55x.

Past Earnings Growth

The earnings for companies in the Auto Components industry have grown 22% per year over the last three years.
Revenues for these companies have grown 4.3% per year.
This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

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


JP Market	1.38%
Consumer Discretionary	-0.27%
Auto Components	4.68%
Auto Parts and Equipment	5.76%
Tires and Rubber	0.082%

Industry PE

Investors are most optimistic about the Auto Parts and Equipment industry which is trading above its 3-year average PE ratio of 14.8x.

Analysts are expecting annual earnings growth of 9.6%, which is lower than the prior year's growth of 31.2% per year.

Investors are most pessimistic about the Tires and Rubber industry, which is trading close to its 3-year average of 12.6x.

Forecasted Growth

Analysts are most optimistic on the Auto Parts and Equipment industry, expecting annual earnings growth of 9.6% over the next 5 years.
However this is lower than its past earnings growth rate of 31% per year.

In contrast, the Tires and Rubber industry is expected to see its earnings grow by 9.6% per year over the next few years.

Top Stock Gainers and Losers

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

Company	Last Price	7D	1Y	Valuation
5802 Sumitomo Electric Industries	JP¥13.08k	3.9% +JP¥382.2b	339.9%	PE27.6x
5991 NHK Spring	JP¥4.03k	12.4% +JP¥89.9b	155.0%	PE29.3x
6674 GS Yuasa	JP¥7.28k	11.0% +JP¥72.4b	188.8%	PE17.5x
7276 Koito Manufacturing	JP¥2.91k	4.1% +JP¥29.9b	65.9%	PE46.3x
7240 NOK	JP¥2.96k	2.7% +JP¥11.6b	43.8%	PE9.7x

Aisin Reports 60% Profit Jump for FY2026 With Higher Dividends and Major Buyback Plan

Aisin reported profit for fiscal year 2026 that was nearly 60% higher, alongside revenue and margin improvement. The company announced higher dividends plus a substantial share repurchase plan that includes a tender offer and cancellation of treasury stock. Management issued a more cautious profit forecast for fiscal year 2027 despite the strong FY2026 result and expanded shareholder return plan. For you as an investor, the picture is a mix of strong recent performance and a more measured tone on what comes next. Profit, revenue and margin gains in FY2026 underpin the decision to raise dividends and commit to a large buyback, including cancelling some of the acquired shares. That combination typically signals a focus on returning excess capital while aiming to keep the share count lower over time. The tempered FY2027 profit outlook is an important counterbalance. It suggests management is not extrapolating FY2026 conditions in a straight line and is instead setting expectations more conservatively. When you think about Aisin, it is worth weighing the appeal of higher cash returns against the possibility that earnings may not follow the same trajectory as FY2026. How management updates guidance or adjusts capital return plans over the coming quarters could be a useful reference point for your own assessment of the stock.

Japanese (NIKKEI) Auto Components Industry Analysis

Industry Valuation and Performance

Industry Trends

Top Stock Gainers and Losers

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