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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%

In the last week, the Auto Components industry is up 1.2%, with Aptiv leading the way with a 2.9% gain. During this same period, the QuantumScape underperformed, falling 6.9%. The industry has been flat over the past 12 months despite the gain this week. Looking forward, 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
Mon, 13 Jul 2026US$93.2bUS$148.8b-US$4,109,269,723.2220.2x-22.7x0.6x
Wed, 10 Jun 2026US$100.6bUS$148.8b-US$4,165,162,075.3420.1x-24.2x0.7x
Fri, 08 May 2026US$92.0bUS$148.1b-US$3,981,460,640.3719.9x-23.1x0.6x
Sun, 05 Apr 2026US$87.7bUS$146.6b-US$958,324,732.9517.5x-91.6x0.6x
Tue, 03 Mar 2026US$99.7bUS$149.0b-US$1,325,888,968.8719.3x-75.2x0.7x
Thu, 29 Jan 2026US$104.2bUS$147.5b-US$890,699,186.5423.8x-117x0.7x
Sat, 27 Dec 2025US$99.9bUS$147.6b-US$844,821,780.2519.1x-118.2x0.7x
Mon, 24 Nov 2025US$102.3bUS$150.3b-US$759,603,970.5520.6x-134.7x0.7x
Wed, 22 Oct 2025US$112.5bUS$149.1bUS$74.7m18.4x1505.8x0.8x
Fri, 19 Sep 2025US$113.6bUS$148.9bUS$38.4m18.4x2959.4x0.8x
Sun, 17 Aug 2025US$106.3bUS$148.9bUS$42.5m16.7x2499.3x0.7x
Tue, 15 Jul 2025US$99.8bUS$148.3bUS$279.2m14.8x357.5x0.7x
Thu, 12 Jun 2025US$93.5bUS$148.3bUS$280.5m14.2x333.4x0.6x
Sat, 10 May 2025US$86.1bUS$148.2bUS$239.6m13.4x359.3x0.6x
Mon, 07 Apr 2025US$77.2bUS$149.4bUS$738.0m12.6x104.6x0.5x
Wed, 05 Mar 2025US$84.7bUS$149.3bUS$1.1b16.3x78.1x0.6x
Fri, 31 Jan 2025US$91.2bUS$150.0bUS$2.3b18.1x40.4x0.6x
Sun, 29 Dec 2024US$94.1bUS$150.3bUS$2.4b18x39x0.6x
Tue, 26 Nov 2024US$100.9bUS$159.3bUS$2.2b20.3x46.9x0.6x
Thu, 24 Oct 2024US$96.4bUS$162.1bUS$6.1b19.1x15.8x0.6x
Sat, 21 Sep 2024US$97.0bUS$153.0bUS$6.1b19x16x0.6x
Mon, 19 Aug 2024US$95.0bUS$153.0bUS$6.1b18.7x15.6x0.6x
Wed, 17 Jul 2024US$112.3bUS$153.6bUS$5.0b19.5x22.3x0.7x
Fri, 14 Jun 2024US$112.4bUS$153.6bUS$5.0b18.6x22.4x0.7x
Sun, 12 May 2024US$117.6bUS$153.7bUS$5.1b19.2x23.1x0.8x
Tue, 09 Apr 2024US$119.7bUS$153.8bUS$5.1b19.7x23.6x0.8x
Thu, 07 Mar 2024US$117.0bUS$155.6bUS$5.2b18.8x22.4x0.8x
Sat, 03 Feb 2024US$117.8bUS$157.0bUS$5.2b16.3x22.6x0.8x
Mon, 01 Jan 2024US$134.4bUS$156.2bUS$4.3b16.8x31.2x0.9x
Wed, 29 Nov 2023US$125.6bUS$156.2bUS$4.3b15x29.2x0.8x
Fri, 27 Oct 2023US$122.5bUS$155.3bUS$3.1b19.2x39.1x0.8x
Sun, 24 Sep 2023US$133.0bUS$154.6bUS$3.0b20.7x44.6x0.9x
Tue, 22 Aug 2023US$130.2bUS$154.6bUS$3.0b20.7x43.7x0.8x
Thu, 20 Jul 2023US$148.0bUS$152.7bUS$3.3b19.1x44.6x1x
Price to Earnings Ratio

44.6x


Total Market Cap: US$148.0bTotal 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 202.5x202420252026
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
    		DAN DanaUS$27.339.7%
    +US$260.3m    		62.2%PS0.4x
    		APTV AptivUS$60.571.4%
    +US$177.8m    		-14.1%PE35.1x
    		LEA LearUS$136.141.8%
    +US$122.7m    		27.0%PE12.9x
    		ADNT AdientUS$19.966.4%
    +US$94.1m    		-12.2%PE26.5x
    		GT Goodyear Tire & RubberUS$6.813.3%
    +US$63.0m    		-39.1%PS0.1x

    Latest News

    ADNT
    US$19.96
    Adient
    7D
    6.4%
    1Y
    -12.2%
    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.
    BWA
    US$64.99
    BorgWarner
    7D
    -1.4%
    1Y
    82.2%
    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
    0.4%
    1Y
    2.3%
    MBLY
    US$9.55
    Mobileye Global
    7D
    -4.5%
    1Y
    -42.4%
    THRM
    US$35.83
    Gentherm
    7D
    5.8%
    1Y
    18.3%
    Narrative Update • Jul 09

    THRM: Share Repurchases And 2026 Guidance Will Support Higher Future Prices

    Analysts have reset their price target on Gentherm to $40.57 from $45.60, reflecting updated views on fair value, discount rates, revenue growth, profit margins, and future price-to-earnings (P/E) assumptions. What’s in the News for Gentherm Gentherm reported that, from January 1, 2026 to March 31, 2026, it repurchased 0 shares for US$0 million under its existing share buyback program.
    LCII
    US$101.07
    LCI Industries
    7D
    -3.2%
    1Y
    1.6%
    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
    1.4%
    1Y
    -14.1%
    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.
    GTX
    US$32.30
    Garrett Motion
    7D
    -2.7%
    1Y
    183.6%
    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
    -3.8%
    1Y
    -16.8%
    GT
    US$6.81
    Goodyear Tire & Rubber
    7D
    3.3%
    1Y
    -39.1%
    Seeking Alpha • Jul 01

    Goodyear Is Having Another Bad Year (Rating Downgrade)

    Summary The Goodyear Tire & Rubber Company is trailing its financial targets set back in 2023. GT's earnings continue to decline. The company hasn't managed to stabilize unit sales, ultimately pressuring earnings despite Goodyear Forward savings. The sales decline mainly reflects GT's weak competitive positioning, but also a challenging macro environment in 2026. High debt makes GT stock's risk-to-reward unfavorable. The company may get buried in debt. Read the full article on Seeking Alpha
    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
    1.8%
    1Y
    27.0%
    DORM
    US$138.50
    Dorman Products
    7D
    0.6%
    1Y
    13.1%
    Analysis Article • Jun 21

    Dorman Products (DORM) Stock Could Be 17.5% Undervalued After Its $450 Million Debt Rework

    Why Dorman Products’ New Debt Moves Matter for Shareholders Dorman Products (DORM) has just reshaped its balance sheet, issuing US$450 million in senior notes and refinancing its revolving credit facility to US$800 million. These steps extend debt maturities and adjust its funding mix. For investors, this kind of refinancing can influence interest expense, liquidity and financial flexibility. All of these factors can affect how the stock might be viewed against its recent share price...