Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Auto Components Industry Analysis

UpdatedFeb 05, 2026
DataAggregated Company Financials
Companies60
  • 7D1.3%
  • 3M0.4%
  • 1Y17.3%
  • YTD1.7%

Over the last 7 days, the Auto Components industry has risen 1.3%, driven by gains in Aptiv and Lear of 4.1% and 11%, respectively. Meanwhile, QuantumScape actually underperformed within the industry, shrinking 15% in the last week. This means that the industry has gained 17% over the past year. Earnings are forecast to grow by 34% annually.

Industry Valuation and Performance

Has the U.S. Auto Components Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 05 Feb 2026US$101.3bUS$148.5b-US$1,054,637,851.5726.6x-96.1x0.7x
Sat, 03 Jan 2026US$98.8bUS$147.6b-US$833,520,799.7819.2x-118.5x0.7x
Mon, 01 Dec 2025US$107.3bUS$150.3b-US$656,902,963.6721.3x-163.3x0.7x
Wed, 29 Oct 2025US$113.5bUS$149.1bUS$2.7b18.6x41.7x0.8x
Fri, 26 Sep 2025US$113.8bUS$148.9bUS$39.3m18.2x2892.5x0.8x
Sun, 24 Aug 2025US$109.2bUS$148.9bUS$40.8m17.1x2679.6x0.7x
Tue, 22 Jul 2025US$101.5bUS$148.4bUS$307.7m14.6x329.7x0.7x
Thu, 19 Jun 2025US$90.0bUS$148.3bUS$280.3m13.4x321.1x0.6x
Sat, 17 May 2025US$91.3bUS$148.2bUS$235.6m14.1x387.5x0.6x
Mon, 14 Apr 2025US$74.4bUS$149.4bUS$738.1m12.1x100.7x0.5x
Wed, 12 Mar 2025US$85.7bUS$149.3bUS$1.1b15.8x79x0.6x
Fri, 07 Feb 2025US$89.1bUS$149.7bUS$1.0b18x88.8x0.6x
Sun, 05 Jan 2025US$95.2bUS$150.3bUS$2.4b18.1x39.4x0.6x
Tue, 03 Dec 2024US$94.5bUS$150.3bUS$2.4b19.5x38.9x0.6x
Thu, 31 Oct 2024US$100.8bUS$162.0bUS$5.8b19.6x17.4x0.6x
Sat, 28 Sep 2024US$97.6bUS$153.0bUS$6.1b19.3x16x0.6x
Mon, 26 Aug 2024US$98.8bUS$153.0bUS$6.1b19.8x16.3x0.6x
Wed, 24 Jul 2024US$108.1bUS$153.6bUS$5.1b19.3x21.1x0.7x
Fri, 21 Jun 2024US$107.4bUS$153.6bUS$5.0b18.4x21.4x0.7x
Sun, 19 May 2024US$118.4bUS$153.7bUS$5.1b19.1x23.3x0.8x
Tue, 16 Apr 2024US$116.3bUS$153.8bUS$5.1b18.6x23x0.8x
Thu, 14 Mar 2024US$119.2bUS$155.5bUS$5.2b18.4x22.9x0.8x
Sat, 10 Feb 2024US$117.8bUS$154.4bUS$4.9b17.8x24.1x0.8x
Mon, 08 Jan 2024US$120.1bUS$156.2bUS$4.4b16.6x27.4x0.8x
Wed, 06 Dec 2023US$126.1bUS$156.2bUS$4.3b15.4x29.2x0.8x
Fri, 03 Nov 2023US$118.9bUS$156.4bUS$4.6b17.6x26x0.8x
Sun, 01 Oct 2023US$135.0bUS$154.6bUS$3.0b20.9x45.2x0.9x
Tue, 29 Aug 2023US$130.4bUS$154.6bUS$3.0b20.7x43.7x0.8x
Thu, 27 Jul 2023US$146.1bUS$153.3bUS$3.3b20.5x44.4x1x
Sat, 24 Jun 2023US$129.2bUS$149.4bUS$3.1b17.1x42x0.9x
Mon, 22 May 2023US$126.5bUS$147.5bUS$2.9b17.8x43.2x0.9x
Wed, 19 Apr 2023US$137.2bUS$145.5bUS$3.3b18.7x41.5x0.9x
Fri, 17 Mar 2023US$137.5bUS$145.7bUS$3.1b18.3x44x0.9x
Sun, 12 Feb 2023US$138.8bUS$147.0bUS$4.0b20.5x34.8x0.9x
Price to Earnings Ratio

34.8x


Total Market Cap: US$138.8bTotal Earnings: US$4.0bTotal Revenue: US$147.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Components Industry Price to Earnings3Y Average 218.9x202420252026
Current Industry PE
  • Investors are relatively neutral on the American 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 PS ratio of 0.74x.
Past Earnings Growth
  • Total earnings for the Auto Components industry have declined over the last three years, with the industry now making a loss overall.
  • 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 U.S. Consumer Discretionary industry?

US Market-1.46%
Consumer Discretionary-2.88%
Auto Components1.29%
Tires and Rubber8.13%
Auto Parts and Equipment1.11%
Industry PE
  • Investors are most optimistic about the Auto Parts and Equipment industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 31.8%, which is higher than its past year's earnings decline of 3.8% per year.
Forecasted Growth
  • Analysts are most optimistic on the Tires and Rubber industry, expecting annual earnings growth of 109% over the next 5 years.
  • In contrast, the Auto Parts and Equipment industry is expected to see its earnings grow by 32% 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
APTV AptivUS$81.014.1%
+US$691.5m		32.2%PE106.1x
LEA LearUS$132.4511.0%
+US$680.5m		41.7%PE15.7x
BWA BorgWarnerUS$50.494.6%
+US$472.8m		62.0%PE79.4x
GNTX GentexUS$24.865.5%
+US$282.4m		-1.7%PE14.1x
VC VisteonUS$100.7510.7%
+US$265.2m		22.1%PE8.9x

Latest News

DORM
US$128.11
Dorman Products
7D
4.6%
1Y
-1.9%
ADNT
US$24.26
Adient
7D
12.4%
1Y
41.5%
LEA
US$132.45
Lear
7D
11.0%
1Y
41.7%
HSAI
US$24.09
Hesai Group
7D
-4.0%
1Y
73.4%

HSAI: Outperform Initiation And Lidar Capacity Expansion Will Support Future Repricing

Analysts lifted their fair value estimate for Hesai Group from US$30.91 to US$31.81 per share, citing recently initiated positive coverage along with supporting assumptions for revenue growth, profit margins, and future P/E as key drivers behind the updated price target. Analyst Commentary Bullish Takeaways Bullish analysts view the recently initiated positive coverage and updated fair value estimate as support for Hesai Group's execution assumptions on revenue growth and profit margins, even though specific financial outcomes are not disclosed.
MBLY
US$8.93
Mobileye Global
7D
-6.1%
1Y
-44.7%

MBLY: ADAS Monetization And Supervision Pipeline Will Reshape Long Term Expectations

Analysts have trimmed their price expectations for Mobileye Global, cutting the fair value estimate from US$12.00 to US$10.00. A series of target reductions and rating downgrades, partly offset by ongoing confidence in ADAS monetization and the Supervision pipeline, reset assumptions around growth, profitability, discount rate and future P/E multiples.
GNTX
US$24.86
Gentex
7D
5.5%
1Y
-1.7%

GNTX: Future Auto Production And Cash Returns Will Support Higher Shares

Analysts recently trimmed their price targets on Gentex, contributing to a reduction in the implied fair value estimate from about $29.81 to $28.50. This reflected the incorporation of more moderate revenue growth, slightly lower profit margin assumptions, a modestly lower discount rate, and a small adjustment to the future P/E multiple.
GT
US$10.22
Goodyear Tire & Rubber
7D
8.1%
1Y
18.2%
THRM
US$32.30
Gentherm
7D
-10.4%
1Y
-14.4%

THRM: Stable Fair Value And Margins Will Support Future Upside

Analysts maintained their Gentherm fair value estimate at US$42.00 and highlighted only minor adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions, rather than any material change in their overall view. Valuation Changes Fair Value: The Gentherm fair value estimate remains at US$42.00 per share.
APTV
US$81.01
Aptiv
7D
4.1%
1Y
32.2%
VC
US$100.75
Visteon
7D
10.7%
1Y
22.1%
ECX
US$1.79
ECARX Holdings
7D
-3.8%
1Y
10.5%
SLDP
US$4.04
Solid Power
7D
-15.0%
1Y
194.9%
QS
US$8.49
QuantumScape
7D
-14.5%
1Y
70.1%
BWA
US$50.49
BorgWarner
7D
4.6%
1Y
62.0%

BWA: Margin Execution And Electrified Awards Will Shape A Fairly Balanced Outlook

Narrative update Analysts have lifted their fair value estimate for BorgWarner to about $50.54 per share. This move is supported by recent price target increases that highlight solid margin execution, modest revenue expectations across drivetrain mixes, and a slightly higher assumed future P/E multiple.
WRD
US$7.11
WeRide
7D
-17.9%
1Y
-48.5%
KDK
US$8.96
Kodiak AI
7D
-5.6%
1Y
-18.7%