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U.S. Auto Components Industry Analysis

UpdatedJul 12, 2026
DataAggregated Company Financials
Companies56
  • 7D1.2%
  • 3M3.4%
  • 1Y-2.5%
  • YTD-7.3%

Over the last 7 days, the Auto Components industry has risen 1.2%, and Aptiv contributed the most with a gain of 2.9%. Meanwhile, QuantumScape actually underperformed within the industry, shrinking 6.9% in the last week. The industry has been flat over the past 12 months despite the gain this week. Earnings are forecast to grow by 33% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 12 Jul 2026US$93.2bUS$148.8b-US$4,109,269,723.2220.2x-22.7x0.6x
Tue, 09 Jun 2026US$99.1bUS$148.8b-US$4,164,939,816.3620.3x-23.8x0.7x
Thu, 07 May 2026US$92.0bUS$148.1b-US$3,981,460,640.3719.9x-23.1x0.6x
Sat, 04 Apr 2026US$87.7bUS$146.6b-US$958,324,732.9517.5x-91.6x0.6x
Mon, 02 Mar 2026US$99.7bUS$149.0b-US$1,325,888,968.8719.3x-75.2x0.7x
Wed, 28 Jan 2026US$103.4bUS$147.5b-US$890,463,279.5823.8x-116.1x0.7x
Fri, 26 Dec 2025US$99.9bUS$147.6b-US$844,725,549.9819.1x-118.3x0.7x
Sun, 23 Nov 2025US$102.3bUS$150.3b-US$765,392,421.0424.5x-133.7x0.7x
Tue, 21 Oct 2025US$112.2bUS$149.1bUS$74.7m17.9x1502x0.8x
Thu, 18 Sep 2025US$112.3bUS$148.9bUS$37.9m18.2x2959.6x0.8x
Sat, 16 Aug 2025US$106.5bUS$148.9bUS$42.5m16.7x2505x0.7x
Mon, 14 Jul 2025US$99.7bUS$148.3bUS$279.3m14.8x357.1x0.7x
Wed, 11 Jun 2025US$91.6bUS$148.3bUS$280.2m14.5x326.8x0.6x
Fri, 09 May 2025US$83.5bUS$148.1bUS$491.8m13.9x169.8x0.6x
Sun, 06 Apr 2025US$77.2bUS$149.4bUS$738.0m12.6x104.6x0.5x
Tue, 04 Mar 2025US$87.9bUS$149.3bUS$1.1b16.9x81.1x0.6x
Thu, 30 Jan 2025US$91.8bUS$150.3bUS$2.4b18.8x38x0.6x
Sat, 28 Dec 2024US$94.0bUS$150.3bUS$2.4b18x39x0.6x
Mon, 25 Nov 2024US$100.9bUS$159.2bUS$2.2b19.8x46.9x0.6x
Wed, 23 Oct 2024US$97.0bUS$162.1bUS$6.1b19.3x15.8x0.6x
Fri, 20 Sep 2024US$93.1bUS$153.0bUS$6.1b19.2x15.3x0.6x
Sun, 18 Aug 2024US$95.0bUS$153.0bUS$6.1b18.7x15.6x0.6x
Tue, 16 Jul 2024US$111.1bUS$153.6bUS$5.0b18.7x22.1x0.7x
Thu, 13 Jun 2024US$113.4bUS$153.6bUS$5.0b19.1x22.6x0.7x
Sat, 11 May 2024US$118.7bUS$153.7bUS$5.1b19.2x23.3x0.8x
Mon, 08 Apr 2024US$119.7bUS$153.8bUS$5.1b19.7x23.6x0.8x
Wed, 06 Mar 2024US$117.4bUS$155.6bUS$5.2b19.2x22.4x0.8x
Fri, 02 Feb 2024US$117.5bUS$157.0bUS$5.2b16.5x22.6x0.7x
Sun, 31 Dec 2023US$135.0bUS$156.2bUS$4.3b16.8x31.3x0.9x
Tue, 28 Nov 2023US$127.2bUS$156.2bUS$4.3b15.1x29.6x0.8x
Thu, 26 Oct 2023US$120.8bUS$154.9bUS$3.0b19.3x40.1x0.8x
Sat, 23 Sep 2023US$133.0bUS$154.6bUS$3.0b20.7x44.6x0.9x
Mon, 21 Aug 2023US$130.2bUS$154.6bUS$3.0b20.7x43.7x0.8x
Wed, 19 Jul 2023US$148.3bUS$152.7bUS$3.3b19.1x44.7x1x
Price to Earnings Ratio

44.7x


Total Market Cap: US$148.3bTotal Earnings: US$3.3bTotal Revenue: US$152.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Components Industry Price to Earnings3Y Average 202.6x202420252026
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 0.70x.
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 Market0.81%
Consumer Discretionary1.45%
Auto Components1.25%
Tires and Rubber3.33%
Auto Parts and Equipment1.20%
Industry PE
    Forecasted Growth
    • Analysts are most optimistic on the Auto Parts and Equipment industry, expecting annual earnings growth of 33% over the next 5 years.
    • This is better than its past earnings growth rate of 11% per year.
    • In contrast, the Auto Parts and Equipment industry is expected to see its earnings grow by 33% 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$60.572.9%
    +US$355.5m    		-12.6%PE35.1x
    		BWA BorgWarnerUS$64.992.3%
    +US$301.5m    		83.5%PE36.8x
    		ALV AutolivUS$120.263.5%
    +US$301.0m    		2.2%PE12.7x
    		LEA LearUS$136.144.0%
    +US$265.0m    		27.7%PE12.9x
    		DAN DanaUS$27.339.7%
    +US$260.3m    		62.2%PS0.4x

    Latest News

    ADNT
    US$19.96
    Adient
    7D
    6.4%
    1Y
    -12.2%
    KDK
    US$4.86
    Kodiak AI
    7D
    -8.6%
    1Y
    -57.2%
    Narrative Update • Jul 10

    KDK: Freight And Defense Deals Will Drive Future Upside Potential

    The analyst price target for Kodiak AI has moved from $22.00 to $15.00, with analysts pointing to updated assumptions for revenue growth, profit margins, and future P/E as the key drivers of this revision. What’s in the News for Kodiak AI Kodiak AI closed a private placement transaction on May 8, 2026, following previously announced financing plans.
    QS
    US$6.58
    QuantumScape
    7D
    -6.9%
    1Y
    -28.7%
    Narrative Update • Jul 10

    QS: Honda Partnership And Licensing Model Will Shape Balanced Risk Profile

    Analysts have trimmed their 12 month price target for QuantumScape to $7.16 from $7.91, citing updated assumptions for fair value, discount rate, revenue growth, profit margins and future P/E, which collectively point to a more cautious outlook on the stock’s potential return profile. What’s in the News for QuantumScape QuantumScape signed a multi-year joint research agreement with Honda R&D to advance its solid-state lithium metal battery platform and related manufacturing processes, after Honda completed a detailed evaluation and benchmarking of the technology.
    VC
    US$106.58
    Visteon
    7D
    4.0%
    1Y
    -3.7%
    Narrative Update • Jul 10

    VC: Buyback And AI Platforms Will Support Future Returns

    Analysts have raised their price target for Visteon to $133.67 from $116.45, citing updated assumptions for revenue growth, profit margin, discount rate, and a slightly lower future P/E multiple. What’s in the News for Visteon Visteon announced a US$800 million share repurchase authorization running through December 31, 2029, with funding expected to come from excess cash on hand and future cash flow generation.
    BWA
    US$64.99
    BorgWarner
    7D
    2.3%
    1Y
    83.5%
    Narrative Update • Jul 10

    BWA: AI Data Center Hopes Will Face Execution Risks Ahead

    Analysts have lifted the fair value estimate for BorgWarner from $40.11 to $51.58. This reflects a series of recent price target increases that highlight expectations for stronger revenue growth, higher profit margins, and the potential impact of new opportunities such as AI related data center demand and non auto end markets.
    DAN
    US$27.33
    Dana
    7D
    9.7%
    1Y
    62.2%
    Narrative Update • Jul 10

    DAN: Index Reclassification And Ongoing Buybacks Will Support Future Upside

    Analysts have trimmed their fair value estimate for Dana from $41.14 to $39.43 as they update assumptions around revenue growth, profit margins, and future P/E. This has led to a slightly lower price target narrative for the stock.
    ALV
    US$120.26
    Autoliv
    7D
    3.5%
    1Y
    2.2%
    LCII
    US$101.07
    LCI Industries
    7D
    -2.2%
    1Y
    0.9%
    Narrative Update • Jul 09

    LCII: Higher Fair Value Will Rely On Patrick Merger Synergies

    The updated analyst price target for LCI Industries has moved down by $11 to $114, as analysts adjust fair value assumptions and revenue growth expectations in light of softer RV industry trends and the initial impact of the Patrick merger news. Analyst Commentary Recent Street research on LCI Industries highlights a more cautious tone, with several bearish analysts revisiting price targets and assumptions as RV industry data and merger headlines filter into models.
    APTV
    US$60.57
    Aptiv
    7D
    2.9%
    1Y
    -12.6%
    XPEL
    US$44.49
    XPEL
    7D
    -8.3%
    1Y
    25.5%
    Narrative Update • Jul 07

    XPEL: Manufacturing Expansion And Buybacks Will Support Balanced Long Term Outlook

    Analysts have trimmed their price target on XPEL to $51.67 from $55.33, citing updated assumptions for revenue growth, profit margins, and future P/E following recent research commentary, including the downgrade at Freedom Broker. What’s in the News for XPEL InvestingPro highlighted XPEL, Inc.
    SLDP
    US$2.32
    Solid Power
    7D
    -7.9%
    1Y
    -6.8%
    Narrative Update • Jul 02

    SLDP: Solid Electrolyte Progress Will Drive Rerating Potential Forward

    Analysts lifted their price target for Solid Power to $7.00 from $4.00, citing increased confidence in the company's solid electrolyte technology and its position as one of only a few battery material suppliers focused on solid-state batteries. What's in the News for Solid Power No recent Solid Power news items were provided in the available sources for this period.
    GTX
    US$32.30
    Garrett Motion
    7D
    1.7%
    1Y
    186.3%
    Narrative Update • Jul 02

    GTX: Future Product Pipeline And Partnerships May Support Further Upside

    Analysts have raised their fair value estimate for Garrett Motion from $31.37 to $41.85, citing higher price targets that reflect updated views on revenue growth, profit margins, and future P/E assumptions following recent research and the company's investor day. Analyst Commentary Recent Street research on Garrett Motion points to a cluster of higher price targets and generally constructive commentary, with several bullish analysts updating their views following the company’s investor day and the latest quarterly reporting cycle.
    PATK
    US$82.70
    Patrick Industries
    7D
    -2.7%
    1Y
    -17.0%
    GNTX
    US$24.20
    Gentex
    7D
    -1.3%
    1Y
    4.9%
    HSAI
    US$16.16
    Hesai Group
    7D
    -6.0%
    1Y
    -32.4%
    Narrative Update • Jul 01

    HSAI: Lidar Partnerships And Order Backlog Will Support Future Returns

    Analysts have trimmed their price target on Hesai Group to $28.60 from $33, citing more conservative revenue and profit forecasts and a lower valuation multiple in light of weaker than expected Q2 EV shipment trends. What’s in the News for Hesai Group Hesai Group detailed how its lidar solutions support autonomous mobile robots moving from controlled factories into outdoor environments, and highlighted that it has secured business from 40 automakers across more than 160 models worldwide, according to recent coverage.
    LEA
    US$136.14
    Lear
    7D
    4.0%
    1Y
    27.7%