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U.S. Auto Components Industry Analysis

UpdatedAug 08, 2026
DataAggregated Company Financials
Companies60
  • 7D2.6%
  • 3M-3.3%
  • 1Y-1.7%
  • YTD-7.1%

Over the last 7 days, the Auto Components industry has dropped 3.0%, driven by Aptiv declining 12%. On the other hand BorgWarner is actually up 7.3%. However, the industry is down 6.3% over the past year. Earnings are forecast to grow by 29% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 08 Aug 2026US$90.4bUS$158.2b-US$3,860,123,729.0020x-23.4x0.6x
Mon, 06 Jul 2026US$91.6bUS$148.8b-US$4,164,888,208.9920.2x-22x0.6x
Wed, 03 Jun 2026US$101.8bUS$148.8b-US$4,175,666,036.2120.3x-24.4x0.7x
Fri, 01 May 2026US$93.3bUS$155.9b-US$4,221,358,328.5619.3x-22.1x0.6x
Sun, 29 Mar 2026US$87.2bUS$146.6b-US$956,165,528.5816.9x-91.2x0.6x
Tue, 24 Feb 2026US$104.9bUS$148.9b-US$1,007,263,801.6920.3x-104.1x0.7x
Thu, 22 Jan 2026US$102.9bUS$147.6b-US$834,284,550.3425x-123.4x0.7x
Sat, 20 Dec 2025US$99.7bUS$147.6b-US$843,953,515.6519.6x-118.1x0.7x
Mon, 17 Nov 2025US$106.4bUS$150.2b-US$762,198,493.1323.2x-139.5x0.7x
Wed, 15 Oct 2025US$111.0bUS$148.9bUS$38.5m17.8x2885.5x0.7x
Fri, 12 Sep 2025US$110.5bUS$148.9bUS$38.6m18x2859x0.7x
Sun, 10 Aug 2025US$100.0bUS$148.8b-US$50,191,509.9515x-1993x0.7x
Tue, 08 Jul 2025US$102.0bUS$148.3bUS$279.6m14.7x364.7x0.7x
Thu, 05 Jun 2025US$91.0bUS$148.3bUS$282.2m13.7x322.3x0.6x
Sat, 03 May 2025US$81.1bUS$149.2bUS$639.8m14.1x126.8x0.5x
Mon, 31 Mar 2025US$85.5bUS$149.4bUS$737.2m14.4x116x0.6x
Wed, 26 Feb 2025US$89.6bUS$149.2bUS$1.1b18.1x79.9x0.6x
Fri, 24 Jan 2025US$93.8bUS$150.3bUS$2.4b19x38.9x0.6x
Sun, 22 Dec 2024US$90.3bUS$150.3bUS$2.4b17.8x37.4x0.6x
Tue, 19 Nov 2024US$95.1bUS$159.3bUS$2.2b19.3x44.1x0.6x
Thu, 17 Oct 2024US$96.8bUS$162.2bUS$6.1b19.2x15.8x0.6x
Sat, 14 Sep 2024US$90.2bUS$153.0bUS$6.1b18x14.9x0.6x
Mon, 12 Aug 2024US$93.1bUS$152.9bUS$6.1b17.6x15.3x0.6x
Wed, 10 Jul 2024US$107.1bUS$153.6bUS$5.0b17.5x21.3x0.7x
Fri, 07 Jun 2024US$113.9bUS$153.6bUS$5.0b19.3x22.7x0.7x
Sun, 05 May 2024US$117.2bUS$154.1bUS$5.0b18.4x23.5x0.8x
Tue, 02 Apr 2024US$125.4bUS$155.4bUS$5.2b19.2x23.9x0.8x
Thu, 29 Feb 2024US$117.0bUS$155.6bUS$5.2b18.8x22.5x0.8x
Sat, 27 Jan 2024US$117.5bUS$156.8bUS$4.5b16x26x0.7x
Mon, 25 Dec 2023US$134.4bUS$156.2bUS$4.3b16.9x31.2x0.9x
Wed, 22 Nov 2023US$125.0bUS$156.2bUS$4.3b15.2x29x0.8x
Fri, 20 Oct 2023US$122.3bUS$154.6bUS$3.0b19.6x41x0.8x
Sun, 17 Sep 2023US$134.5bUS$154.6bUS$3.0b21.2x45.1x0.9x
Tue, 15 Aug 2023US$137.4bUS$154.6bUS$3.0b21.4x46.5x0.9x
Price to Earnings Ratio

46.5x


Total Market Cap: US$137.4bTotal 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 201x202420252026
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 0.69x.
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 Market4.05%
Consumer Discretionary2.75%
Auto Components2.55%
Auto Parts and Equipment2.80%
Tires and Rubber-7.35%
Industry PE
    Forecasted Growth
    • Analysts are most optimistic on the Tires and Rubber industry, expecting annual earnings growth of 120% over the next 5 years.
    • In contrast, the Auto Parts and Equipment industry is expected to see its earnings grow by 27% 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
    		BWA BorgWarnerUS$68.427.3%
    +US$860.8m    		77.5%PE33.6x
    		MBLY Mobileye GlobalUS$8.739.9%
    +US$671.6m    		-35.8%PS3.7x
    		QS QuantumScapeUS$6.0716.3%
    +US$526.2m    		-30.7%PB3.6x
    		HSAI Hesai GroupUS$19.2213.7%
    +US$362.9m    		-15.1%PE43x
    		PATK Patrick IndustriesUS$88.847.6%
    +US$208.6m    		-11.5%PE20x

    Latest News

    GT
    US$6.44
    Goodyear Tire & Rubber
    7D
    -7.3%
    1Y
    -23.0%
    BWA
    US$68.42
    BorgWarner
    7D
    7.3%
    1Y
    77.5%
    Seeking Alpha • 13h

    BorgWarner: New Opportunities, Old Risks

    Summary BorgWarner Inc. has recently outperformed the S&P 500 and sector peers, driven by margin expansion and aggressive share buybacks despite stagnant automotive revenues. BWA is leveraging its electrification expertise to enter industrial and data center markets, targeting $300M in new product revenue by 2027, though these remain unproven growth drivers. Disciplined cost controls and R&D harvesting have boosted EPS and margins, with 2026 guidance reflecting modest EPS growth primarily from buybacks amid anticipated light vehicle production declines. BWA stock valuation has rerated higher, reflecting optimism for diversification, but risks remain if new market efforts disappoint or if auto sector weakness intensifies. Read the full article on Seeking Alpha
    DORM
    US$140.91
    Dorman Products
    7D
    5.8%
    1Y
    1.0%
    Analysis Article • 19h

    Dorman Products, Inc. Just Recorded A 55% EPS Beat: Here's What Analysts Are Forecasting Next

    It's been a good week for Dorman Products, Inc. ( NASDAQ:DORM ) shareholders, because the company has just released its...
    ADNT
    US$19.42
    Adient
    7D
    -7.7%
    1Y
    -11.7%
    Narrative Update • Aug 07

    ADNT: Post 2026 Buybacks And Margin Discipline Will Support Upside Repricing

    Adient's updated analyst price target now reflects a modest cut of about $3 per share. Analysts point to slightly softer revenue growth expectations, a small increase in the discount rate and a lower future P/E assumption, partly offset by a marginally higher profit margin outlook.
    APTV
    US$49.55
    Aptiv
    7D
    -12.3%
    1Y
    -25.9%
    VGNT
    US$44.10
    Versigent
    7D
    6.7%
    1Y
    n/a
    LEA
    US$122.84
    Lear
    7D
    -6.0%
    1Y
    28.1%
    GTX
    US$29.85
    Garrett Motion
    7D
    -4.2%
    1Y
    135.8%
    Seeking Alpha • Aug 01

    Garrett Motion: Positive Q2 Results Point To Strong Future Growth

    Summary Garrett Motion delivered robust Q2 2026 results, with 6.9% revenue growth and 16% net income growth, as the stock outperformed the S&P 500 year-to-date. GTX’s double-digit earnings growth, margin expansion, and new awards in industrial, data center, and e-powertrain markets underpin a compelling long-term thesis. Despite a 73% YTD total return, GTX trades at a low PEG ratio of 0.83, supporting continued upside and justifying a maintained 'strong buy' rating. I expect the current profit-taking pullback to be temporary, with catalysts from new awards and partnerships likely to drive the next rally. Read the full article on Seeking Alpha
    PATK
    US$88.84
    Patrick Industries
    7D
    7.6%
    1Y
    -11.5%
    Narrative Update • Jul 31

    PATK: Future Stock Returns Will Reflect LCI Merger And RV Recovery Potential

    Analysts have trimmed their target valuation for Patrick Industries by about $10 per share to reflect lower fair value estimates, softer revenue growth and margin assumptions, and a slightly higher discount rate in light of ongoing RV end market weakness highlighted in recent research. Analyst Commentary Recent research on Patrick Industries points to a more cautious stance on valuation, even as some analysts highlight areas of resilience in the business.
    HSAI
    US$19.22
    Hesai Group
    7D
    13.7%
    1Y
    -15.1%
    MBLY
    US$8.73
    Mobileye Global
    7D
    9.9%
    1Y
    -35.8%
    DCH
    US$6.35
    Dauch
    7D
    12.4%
    1Y
    20.3%
    VC
    US$104.01
    Visteon
    7D
    -0.5%
    1Y
    -8.9%
    Narrative Update • Jul 25

    VC: Buybacks And AI Expansion Will Test Fairly Balanced Market Expectations

    Analysts have raised their price target for Visteon stock from $105 to $110, citing updated assumptions around revenue growth, profit margins, discount rates, and future P/E as support for the new valuation range. What’s in the News for Visteon Visteon reported its second quarter 2026 financial results and launched a US$200 million accelerated share repurchase program, securing approximately US$2.0b in new business and launching 24 new products during the quarter.
    QS
    US$6.07
    QuantumScape
    7D
    16.3%
    1Y
    -30.7%
    Narrative Update • Jul 24

    QS: Honda Partnership Will Shape Future Licensing And Royalty Upside

    Analysts have trimmed their fair value estimates and lowered the average price target on QuantumScape by about $0.50 to around $6.66, citing reduced valuation multiples. At the same time, they acknowledge recent QSE-5 shipments and early AI data center interest.
    ALV
    US$122.86
    Autoliv
    7D
    -0.3%
    1Y
    9.3%
    STRT
    US$86.39
    Strattec Security
    7D
    -1.7%
    1Y
    20.6%
    Seeking Alpha • Jun 28

    Strattec Security: Performing Well Despite Industry Challenges

    Summary Strattec Security's stock demonstrates resilience, outperforming despite a 4.5% YoY Q3 revenue decline and missed analysts' estimates. STRT's restructuring efforts yielded $1.7M in Q3 savings and improved gross margin to 16.46%, with further $800K annualized savings expected from Mexico operations. Growth strategies include expanding content with existing customers, diversifying the customer base, and innovating engineered-led access systems across three key product categories. Strattec is valued attractively and positioned well for an eventual recovery in the automotive market. Read the full article on Seeking Alpha