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

U.S. Auto Components Industry Analysis

UpdatedAug 25, 2026
DataAggregated Company Financials
Companies61
  • 7D-3.5%
  • 3M-9.8%
  • 1Y-14.4%
  • YTD-11.1%

Over the last 7 days, the Auto Components industry has dropped 3.5%, driven by a pullback from BorgWarner of 7.9%. Overall the industry is down 14% in 12 months. As for the next few years, earnings are expected to grow by 31% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 25 Aug 2026US$94.8bUS$159.7b-US$4,257,282,740.5718.6x-22.3x0.6x
Thu, 23 Jul 2026US$91.9bUS$148.9b-US$4,231,167,250.8721x-21.7x0.6x
Sat, 20 Jun 2026US$95.9bUS$148.8b-US$4,165,283,781.1320.4x-23x0.6x
Mon, 18 May 2026US$93.0bUS$148.8b-US$4,171,628,011.4319.1x-22.3x0.6x
Wed, 15 Apr 2026US$91.8bUS$155.4b-US$431,943,702.1816.4x-212.5x0.6x
Fri, 13 Mar 2026US$91.3bUS$146.5b-US$961,150,583.2517.3x-95x0.6x
Sun, 08 Feb 2026US$106.1bUS$148.6b-US$1,036,559,054.5425.5x-102.3x0.7x
Tue, 06 Jan 2026US$104.1bUS$147.6b-US$833,640,464.3919x-124.8x0.7x
Thu, 04 Dec 2025US$99.0bUS$147.6b-US$843,382,262.4919.7x-117.3x0.7x
Sat, 01 Nov 2025US$110.2bUS$150.0bUS$2.0b18.7x56x0.7x
Mon, 29 Sep 2025US$113.7bUS$148.9bUS$39.3m18.4x2892.8x0.8x
Wed, 27 Aug 2025US$109.4bUS$148.9bUS$40.2m17.2x2721.4x0.7x
Fri, 25 Jul 2025US$104.1bUS$148.4bUS$314.9m14.8x330.6x0.7x
Sun, 22 Jun 2025US$90.7bUS$148.3bUS$279.5m13.4x324.6x0.6x
Tue, 20 May 2025US$92.1bUS$148.2bUS$235.9m14.1x390.7x0.6x
Thu, 17 Apr 2025US$74.6bUS$149.4bUS$780.3m12x95.6x0.5x
Sat, 15 Mar 2025US$87.1bUS$149.4bUS$736.8m15.7x118.2x0.6x
Mon, 10 Feb 2025US$88.9bUS$149.7bUS$1.0b17.9x88.5x0.6x
Wed, 08 Jan 2025US$95.9bUS$150.3bUS$2.4b18.1x39.7x0.6x
Fri, 06 Dec 2024US$94.8bUS$150.3bUS$2.4b19.4x39x0.6x
Sun, 03 Nov 2024US$94.0bUS$161.4bUS$2.0b16.8x47.9x0.6x
Tue, 01 Oct 2024US$99.7bUS$153.0bUS$6.1b19x16.4x0.7x
Thu, 29 Aug 2024US$97.3bUS$153.0bUS$6.1b19.4x16x0.6x
Sat, 27 Jul 2024US$103.6bUS$153.7bUS$5.2b19.4x20.1x0.7x
Mon, 24 Jun 2024US$109.2bUS$153.6bUS$5.0b18.3x21.7x0.7x
Wed, 22 May 2024US$117.4bUS$153.7bUS$5.1b19.4x23.1x0.8x
Fri, 19 Apr 2024US$112.0bUS$153.7bUS$5.1b18.4x21.9x0.7x
Sun, 17 Mar 2024US$117.4bUS$155.5bUS$5.2b19.6x22.5x0.8x
Tue, 13 Feb 2024US$119.5bUS$154.4bUS$4.8b18.1x24.6x0.8x
Thu, 11 Jan 2024US$120.6bUS$156.2bUS$4.4b16.7x27.5x0.8x
Sat, 09 Dec 2023US$124.7bUS$156.2bUS$4.3b15.3x28.9x0.8x
Mon, 06 Nov 2023US$118.3bUS$156.3bUS$4.5b15x26.2x0.8x
Wed, 04 Oct 2023US$134.0bUS$154.6bUS$3.0b20.1x44.9x0.9x
Fri, 01 Sep 2023US$134.3bUS$154.6bUS$3.0b21.3x45x0.9x
Price to Earnings Ratio

45x


Total Market Cap: US$134.3bTotal Earnings: US$3.0bTotal Revenue: US$154.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Components Industry Price to Earnings3Y Average 199.9x202420252026
Current Industry PE
  • Investors are pessimistic on the American Auto Components industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading close to its 3-year average PS ratio of 0.68x.
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-1.55%
Consumer Discretionary0.88%
Auto Components-3.49%
Tires and Rubber-0.81%
Auto Parts and Equipment-3.54%
Industry PE
    Forecasted Growth
    • Analysts are most optimistic on the Tires and Rubber industry, expecting annual earnings growth of 117% over the next 5 years.
    • In contrast, the Auto Parts and Equipment industry is expected to see its earnings grow by 29% 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
    		ALV AutolivUS$123.182.0%
    +US$177.2m    		-0.8%PE14x
    		FOXF Fox Factory HoldingUS$21.655.4%
    +US$46.2m    		-28.2%PS0.6x
    		XPEL XPELUS$50.581.2%
    +US$16.1m    		32.3%PE25.5x
    		VGNT VersigentUS$46.960.4%
    +US$12.8m    		n/aPE6.4x
    		HSAI Hesai GroupUS$18.150.4%
    +US$12.5m    		-22.4%PE38.3x

    Latest News

    DAN
    US$30.15
    Dana
    7D
    -3.8%
    1Y
    50.8%
    Narrative Update • Aug 23

    DAN: Lower Margin Outlook Will Drive Bearish View Despite Index Shift

    Analysts have adjusted their price target for Dana to about $28.30 from $33.00 as they factor in updated assumptions for revenue growth, profit margins, and future P/E expectations. What’s in the News for Dana Dana reported a share repurchase tranche from 1 April 2026 to 6 August 2026, buying back 1,200,000 shares for $44 million.
    MBLY
    US$8.64
    Mobileye Global
    7D
    -6.4%
    1Y
    -37.4%
    Narrative Update • Aug 22

    MBLY: Autonomous Fleets And Robotics Will Support Earnings Beyond 2026

    Analysts have trimmed the fair value estimate for Mobileye Global from $23.06 to $20.85, as a series of lower Street price targets, tempered revenue growth expectations, and updated profitability and P/E assumptions filter into revised models, even though some firms still highlight the breadth of the product roadmap and the potential in advanced driver assistance and autonomous offerings. Analyst Commentary Recent Street research on Mobileye Global shows a split view, with several firms cutting price targets while a group of bullish analysts frame the current share price as disconnected from what they see as the company’s execution and product breadth.
    HSAI
    US$18.15
    Hesai Group
    7D
    0.4%
    1Y
    -22.4%
    Narrative Update • Aug 21

    HSAI: Rising Lidar Shipments And New Wins Will Drive Future Repricing

    Analysts have trimmed the Hesai Group fair value estimate from about $30.26 to about $28.97, as recent price target cuts to $31, $30 and $26.50 reflect updated views on discount rates, long term P/E assumptions, and ongoing pricing and margin pressures despite resilient revenue growth and shipment guidance. Analyst Commentary Recent research on Hesai Group highlights a mix of optimism around growth and adoption potential alongside caution around valuation assumptions and ongoing pricing and margin pressures.
    BWA
    US$64.36
    BorgWarner
    7D
    -7.9%
    1Y
    48.4%
    Narrative Update • Aug 21

    BWA: Non Auto Power And E Powertrain Mix Will Support Future Repricing

    Analysts have nudged the BorgWarner fair value estimate higher to $79.67 from $76.87, reflecting updated price targets in the $68 to $95 range and fresh research that highlights stronger Q2 execution, share buybacks, and emerging non-auto opportunities, such as AI-linked data center demand, as key supports for the stock. Analyst Commentary Recent Street research on BorgWarner shows a cluster of higher price targets and rating changes that reflect how analysts are weighing Q2 execution, share buybacks, and non auto opportunities tied to AI and power markets.
    VGNT
    US$46.96
    Versigent
    7D
    0.4%
    1Y
    n/a
    Seeking Alpha • Aug 21

    Versigent Has Already Run, But I Still See More Upside

    Summary Versigent delivered a strong first full quarter as an independent company, with sales up 10.8 percent and adjusted EBITDA up 24.8 percent. The stock is not as cheap as it was right after the Aptiv separation, but a valuation near 5.1 times expected 2026 adjusted EBITDA still looks reasonable. Debt and weak first-half cash conversion are the two issues I am watching most closely. I rate VGNT a Buy and value the shares at $58, about 24 percent above the current price. Read the full article on Seeking Alpha
    XPEL
    US$50.58
    XPEL
    7D
    1.2%
    1Y
    32.3%
    Narrative Update • Aug 21

    XPEL: Margin Expansion And Acquisitions Will Support Bullish Long Term Outlook

    Analysts have raised the XPEL fair value estimate from $56.67 to $61.67, citing higher modeled revenue growth, wider profit margins, and updated P/E assumptions. This follows recent price target increases to $60 and $65 after the Q2 report and Q3 guidance.
    LCII
    US$104.51
    LCI Industries
    7D
    0.4%
    1Y
    -2.9%
    Narrative Update • Aug 20

    LCII: Patrick Merger And Content Expansion Will Support Future Earnings Power

    Analysts have trimmed their fair value estimate for LCI Industries by about $7 to $164.23, citing lower Street price targets tied to softer RV industry trends, a modestly higher discount rate, and slightly more cautious assumptions for revenue growth, margins, and future P/E multiples. Analyst Commentary Recent Street research on LCI Industries points to a more cautious tone on near term RV demand, but it also highlights several areas where bullish analysts still see value in the stock.
    PATK
    US$85.12
    Patrick Industries
    7D
    0.4%
    1Y
    -26.0%
    APTV
    US$47.34
    Aptiv
    7D
    -5.4%
    1Y
    -39.9%
    Narrative Update • Aug 19

    APTV: Versigent Reset Will Spotlight Expanding Non Auto Revenue Streams

    Aptiv's updated analyst price target has moved down to $55, with analysts pointing to reduced revenue growth expectations, slightly lower profit margin forecasts, a modestly higher discount rate, and recent Street revisions following the company's 2026 outlook reset. Analyst Commentary Recent research on Aptiv shows a clear reset in expectations, with several bearish analysts trimming price targets and highlighting execution and growth risks.
    VC
    US$101.86
    Visteon
    7D
    -5.5%
    1Y
    -19.2%
    ALV
    US$123.18
    Autoliv
    7D
    2.0%
    1Y
    -0.8%
    PHIN
    US$71.23
    PHINIA
    7D
    -4.5%
    1Y
    20.6%
    Narrative Update • Aug 15

    PHIN: Buybacks And Industrial Shift Will Test Post Q2 Reset

    Analysts have reset their view on PHINIA with a higher fair value estimate of $80.00 from $73.10, reflecting recent price target moves that range from an $80 cut at UBS to a $98 lift at Northland and fresh $105 upside from new coverage. These changes are supported by views on buybacks, cash flow and a shift toward commercial and industrial markets.
    CAAS
    US$4.76
    China Automotive Systems
    7D
    3.9%
    1Y
    16.0%
    QS
    US$5.72
    QuantumScape
    7D
    -6.5%
    1Y
    -28.9%
    GTX
    US$25.84
    Garrett Motion
    7D
    -9.6%
    1Y
    95.6%
    Narrative Update • Aug 10

    GTX: Industrial And Commercial Pivot Will Offset Tariff And Data Center Headwinds

    Garrett Motion's analyst fair value estimate has shifted from $33.00 to $34.00 as analysts factor in recent price target increases. These increases are tied to what they describe as strong execution, a tilt toward more resilient commercial and industrial exposure, and expectations for additional contract opportunities, reflected in recent targets ranging from $36 to $42.
    FOXF
    US$21.65
    Fox Factory Holding
    7D
    5.4%
    1Y
    -28.2%