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U.S. Auto Components Industry Analysis

UpdatedJun 11, 2026
DataAggregated Company Financials
Companies53
  • 7D-8.4%
  • 3M8.4%
  • 1Y9.1%
  • YTD-3.4%

Over the last 7 days, the Auto Components industry has dropped 5.4%, driven by Aptiv declining 15%. In contrast, Motorcar Parts of America has gained 37%. Over the past 12 months, the industry was up 12%. 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, 11 Jun 2026US$99.1bUS$148.8b-US$4,165,125,855.1920.1x-23.8x0.7x
Sat, 09 May 2026US$93.4bUS$148.7b-US$4,217,163,385.4520.2x-22.1x0.6x
Mon, 06 Apr 2026US$89.7bUS$146.6b-US$958,324,732.9517.5x-93.6x0.6x
Wed, 04 Mar 2026US$98.6bUS$146.5b-US$1,459,809,868.2517.4x-67.6x0.7x
Fri, 30 Jan 2026US$102.5bUS$147.5b-US$890,648,679.5823.9x-115.1x0.7x
Sun, 28 Dec 2025US$100.1bUS$147.6b-US$844,821,780.2519.1x-118.5x0.7x
Tue, 25 Nov 2025US$102.3bUS$150.3b-US$759,772,425.4420.7x-134.7x0.7x
Thu, 23 Oct 2025US$113.8bUS$149.1bUS$74.8m18.2x1520.6x0.8x
Sat, 20 Sep 2025US$116.8bUS$148.9bUS$38.5m18.3x3035.2x0.8x
Mon, 18 Aug 2025US$106.3bUS$148.9bUS$42.5m16.7x2499.3x0.7x
Wed, 16 Jul 2025US$101.1bUS$148.3bUS$279.5m14.4x361.5x0.7x
Fri, 13 Jun 2025US$94.0bUS$148.3bUS$279.5m13.9x336.3x0.6x
Sun, 11 May 2025US$87.5bUS$148.2bUS$239.6m13.4x365.3x0.6x
Tue, 08 Apr 2025US$77.2bUS$149.4bUS$738.7m12.2x104.6x0.5x
Thu, 06 Mar 2025US$83.2bUS$149.3bUS$1.1b16.8x76.8x0.6x
Sat, 01 Feb 2025US$92.6bUS$149.8bUS$2.3b17.5x41.1x0.6x
Mon, 30 Dec 2024US$94.1bUS$150.3bUS$2.4b18x39x0.6x
Wed, 27 Nov 2024US$101.0bUS$150.4bUS$2.1b19.6x47.3x0.7x
Fri, 25 Oct 2024US$94.9bUS$161.9bUS$6.1b19.3x15.6x0.6x
Sun, 22 Sep 2024US$95.0bUS$153.0bUS$6.1b19x15.6x0.6x
Tue, 20 Aug 2024US$95.0bUS$153.0bUS$6.1b18.9x15.6x0.6x
Thu, 18 Jul 2024US$115.2bUS$153.6bUS$5.0b19.4x22.9x0.7x
Sat, 15 Jun 2024US$112.4bUS$153.6bUS$5.0b18.8x22.4x0.7x
Mon, 13 May 2024US$117.6bUS$153.7bUS$5.1b19.2x23.1x0.8x
Wed, 10 Apr 2024US$120.2bUS$153.8bUS$5.1b19.8x23.7x0.8x
Fri, 08 Mar 2024US$120.2bUS$155.5bUS$5.2b18.9x22.9x0.8x
Sun, 04 Feb 2024US$117.8bUS$157.0bUS$5.2b16.3x22.6x0.8x
Tue, 02 Jan 2024US$134.4bUS$156.2bUS$4.3b16.8x31.2x0.9x
Thu, 30 Nov 2023US$124.5bUS$156.2bUS$4.3b15.2x28.9x0.8x
Sat, 28 Oct 2023US$118.2bUS$155.5bUS$3.3b18.5x36.1x0.8x
Mon, 25 Sep 2023US$133.0bUS$154.6bUS$3.0b20.7x44.6x0.9x
Wed, 23 Aug 2023US$130.2bUS$154.6bUS$3.0b20.7x43.6x0.8x
Fri, 21 Jul 2023US$145.6bUS$152.7bUS$3.3b19.3x43.9x1x
Sun, 18 Jun 2023US$135.2bUS$149.4bUS$3.1b18.3x43.9x0.9x
Price to Earnings Ratio

43.9x


Total Market Cap: US$135.2bTotal Earnings: US$3.1bTotal Revenue: US$149.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Components Industry Price to Earnings3Y Average 204.5x202420252026
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 0.70x.
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 Market-4.05%
Consumer Discretionary-4.36%
Auto Components-8.37%
Tires and Rubber1.19%
Auto Parts and Equipment-8.52%
Industry PE
    Forecasted Growth
    • Analysts are most optimistic on the Auto Parts and Equipment industry, expecting annual earnings growth of 34% 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 34% 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
    		MPAA Motorcar Parts of AmericaUS$14.4336.8%
    +US$70.4m    		33.4%PE22x
    		DORM Dorman ProductsUS$126.831.7%
    +US$62.2m    		-0.3%PE19.9x
    		GT Goodyear Tire & RubberUS$5.871.2%
    +US$20.1m    		-49.4%PS0.09x
    		PHIN PHINIAUS$80.510.6%
    +US$17.8m    		82.6%PE21.1x
    		MKDW MKDWELL TechUS$8.7510.8%
    +US$4.1m    		-1.0%n/a

    Latest News

    MTEN
    US$1.71
    Mingteng International
    7D
    52.7%
    1Y
    -99.9%
    WRD
    US$6.10
    WeRide
    7D
    -15.9%
    1Y
    -28.5%
    LCII
    US$90.72
    LCI Industries
    7D
    -15.0%
    1Y
    0.2%
    HSAI
    US$17.53
    Hesai Group
    7D
    -15.6%
    1Y
    -15.0%
    BWA
    US$71.29
    BorgWarner
    7D
    -6.9%
    1Y
    111.7%
    MPAA
    US$14.43
    Motorcar Parts of America
    7D
    36.8%
    1Y
    33.4%
    APTV
    US$65.20
    Aptiv
    7D
    -15.1%
    1Y
    -7.1%
    QS
    US$7.00
    QuantumScape
    7D
    -20.1%
    1Y
    51.5%
    DORM
    US$126.83
    Dorman Products
    7D
    1.7%
    1Y
    -0.3%
    Narrative Update • Jun 07

    DORM: Debt Refinancing And Buybacks Will Support Margin And Cash Flow Visibility

    Analysts have trimmed their price target on Dorman Products slightly to $152.25 from $152.63, reflecting updated assumptions for discount rates, revenue growth, profit margins, and future P/E multiples. What's in the News Dorman Products announced a private offering of US$450 million of 6.25% senior notes due 2034, priced at par, with guarantees from existing and future wholly owned domestic subsidiaries.
    ALV
    US$124.13
    Autoliv
    7D
    -4.8%
    1Y
    13.9%
    Narrative Update • Jun 06

    ALV: Q1 Execution And New Safety Center Support Balanced Future Prospects

    Autoliv's updated analyst price target of $132.18 is broadly in line with the prior estimate, with analysts pointing to small refinements in the discount rate, revenue growth outlook, profit margin assumptions and future P/E expectations rather than a major shift in the investment case. What's in the News Autoliv reported Q1 revenue growth of 6.8% year over year, beating analyst expectations by 4.8%, and the stock rose 3.8% on the results, according to recent earnings coverage.
    XPEL
    US$45.31
    XPEL
    7D
    0.1%
    1Y
    20.3%
    Narrative Update • Jun 05

    XPEL: Global Expansion And Manufacturing Investments Will Shape Balanced Future Prospects

    The analyst fair value estimate for XPEL has moved from $55.00 to $45.00, with analysts citing updated views on growth, margins, and appropriate P/E levels following recent research such as the downgrade at Freedom Broker. What's in the News XPEL is highlighted in "XPEL’s ‘Invisible Product’ Drives Profits in the Automotive Aftermarket," focusing on its position in paint protection film, expansion of aftermarket and OEM sales, and recent acquisitions of distributors in China and South America.
    GT
    US$5.87
    Goodyear Tire & Rubber
    7D
    1.2%
    1Y
    -49.4%
    PHIN
    US$80.51
    PHINIA
    7D
    0.6%
    1Y
    82.6%
    Narrative Update • Jun 03

    PHIN: Future Upside Will Hinge On Hydrogen Rollout And Ongoing Buybacks

    Analysts have nudged their fair value estimate for PHINIA from $87.50 to $88.75, citing updated assumptions for revenue growth, profit margins, discount rates, and future P/E following recent positive Street research. Analyst Commentary Bullish Takeaways Bullish analysts see recent Street research as support for a slightly higher fair value, which aligns with the move from US$87.50 to US$88.75 and points to more confidence in PHINIA's ability to execute on its current plan.
    MBLY
    US$9.14
    Mobileye Global
    7D
    -14.9%
    1Y
    -44.1%
    Narrative Update • Jun 02

    MBLY: ADAS Wins And Robotaxi Progress Will Drive Future Upside

    Analysts have trimmed the fair value estimate for Mobileye Global to $13.29 from $15.49, reflecting a mix of cautious price target changes and views that near term upside is more balanced, even as longer term opportunities in higher autonomy and robotics remain tied to uncertain outcomes. Analyst Commentary Recent research echoes the cut in the fair value estimate, with a mix of cautious and constructive views on Mobileye Global's valuation, execution risk, and long term growth optionality in higher autonomy and robotics.
    CAAS
    US$4.46
    China Automotive Systems
    7D
    0.6%
    1Y
    3.7%
    Seeking Alpha • Apr 25

    China Automotive Systems: Still Worth Being Bullish On

    Summary The latest report from CAAS brings to the forefront the fact that the company continues to do much better than its sluggish stock performance would suggest. The near-term outlook has become more convoluted due to the war in the Middle East, but the eventual impact may not be so bad and may even be beneficial. Growth in the top and the bottom line combined with a stagnant stock price has pushed valuations down to the point CAAS is arguably worth the risk. There are risks, but a strong balance sheet and low valuations make them acceptable, which is why I am bullish on CAAS with a buy rating. Read the full article on Seeking Alpha
    MKDW
    US$8.75
    MKDWELL Tech
    7D
    10.8%
    1Y
    -1.0%