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U.S. Auto Components Industry Analysis

UpdatedJan 25, 2026
DataAggregated Company Financials
Companies59
  • 7D-0.7%
  • 3M-2.0%
  • 1Y12.3%
  • YTD1.5%

The Auto Components is pretty flat in the last 7 days, but Dana has stood out, gaining 13%. The past year has been better, since the industry has gained 12% in that time. As for the next few years, earnings are expected to grow by 35% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 25 Jan 2026US$103.8bUS$147.5b-US$890,266,843.3524.5x-116.6x0.7x
Tue, 23 Dec 2025US$100.9bUS$147.6b-US$844,049,352.4719.2x-119.5x0.7x
Thu, 20 Nov 2025US$103.1bUS$150.2b-US$761,747,460.1622.7x-135.4x0.7x
Sat, 18 Oct 2025US$111.9bUS$148.9bUS$37.9m17.8x2951x0.8x
Mon, 15 Sep 2025US$111.8bUS$148.9bUS$38.9m17.8x2875.9x0.8x
Wed, 13 Aug 2025US$100.0bUS$148.8bUS$32.5m16.5x3079.1x0.7x
Fri, 11 Jul 2025US$101.0bUS$148.3bUS$279.6m15x361.4x0.7x
Sun, 08 Jun 2025US$91.2bUS$148.3bUS$282.3m13.5x322.9x0.6x
Tue, 06 May 2025US$82.9bUS$149.0bUS$626.7m16.4x132.3x0.6x
Thu, 03 Apr 2025US$84.8bUS$149.4bUS$737.3m13.8x115x0.6x
Sat, 01 Mar 2025US$87.9bUS$149.3bUS$1.1b17.5x81x0.6x
Mon, 27 Jan 2025US$94.0bUS$150.3bUS$2.4b19x38.9x0.6x
Wed, 25 Dec 2024US$92.5bUS$150.3bUS$2.4b18x38.3x0.6x
Fri, 22 Nov 2024US$96.5bUS$159.3bUS$2.2b19.5x44.8x0.6x
Sun, 20 Oct 2024US$98.6bUS$162.2bUS$6.1b20.1x16.1x0.6x
Tue, 17 Sep 2024US$91.4bUS$153.0bUS$6.1b19.1x15.1x0.6x
Thu, 15 Aug 2024US$94.0bUS$153.0bUS$6.1b18.5x15.5x0.6x
Sat, 13 Jul 2024US$110.2bUS$153.6bUS$5.0b18.4x21.9x0.7x
Mon, 10 Jun 2024US$117.5bUS$153.6bUS$5.0b19.5x23.4x0.8x
Wed, 08 May 2024US$118.2bUS$153.7bUS$5.1b18.6x23.4x0.8x
Fri, 05 Apr 2024US$121.2bUS$153.8bUS$5.1b19.5x23.9x0.8x
Sun, 03 Mar 2024US$118.9bUS$155.6bUS$5.2b19.5x22.7x0.8x
Tue, 30 Jan 2024US$119.3bUS$156.8bUS$4.5b16.8x26.4x0.8x
Thu, 28 Dec 2023US$136.0bUS$156.2bUS$4.3b16.9x31.6x0.9x
Sat, 25 Nov 2023US$127.2bUS$156.2bUS$4.3b15.2x29.6x0.8x
Mon, 23 Oct 2023US$123.7bUS$154.9bUS$3.0b19.6x41.1x0.8x
Wed, 20 Sep 2023US$134.6bUS$154.6bUS$3.0b20.8x45.1x0.9x
Fri, 18 Aug 2023US$132.1bUS$154.6bUS$3.0b20.7x44.3x0.9x
Sun, 16 Jul 2023US$146.3bUS$152.7bUS$3.3b18.8x44.1x1x
Tue, 13 Jun 2023US$133.6bUS$149.4bUS$3.1b18.5x43.4x0.9x
Thu, 11 May 2023US$125.1bUS$147.5bUS$2.9b17.8x42.7x0.8x
Sat, 08 Apr 2023US$128.3bUS$145.5bUS$3.3b17.8x38.8x0.9x
Mon, 06 Mar 2023US$144.9bUS$145.7bUS$3.1b19.4x46.4x1x
Wed, 01 Feb 2023US$138.0bUS$145.5bUS$3.6b18.8x38.8x0.9x
Price to Earnings Ratio

38.8x


Total Market Cap: US$138.0bTotal Earnings: US$3.6bTotal Revenue: US$145.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Components Industry Price to Earnings3Y Average 220.4x202420252026
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 0.74x.
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-0.36%
Consumer Discretionary0.59%
Auto Components-0.71%
Tires and Rubber5.70%
Auto Parts and Equipment-0.87%
Industry PE
  • Investors are most optimistic about the Auto Parts and Equipment industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 33.0%, which is higher than its past year's earnings decline of 12.5% per year.
Forecasted Growth
  • Analysts are most optimistic on the Tires and Rubber industry, expecting annual earnings growth of 109% over the next 5 years.
  • 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$31.0112.6%
+US$406.6m		104.0%PE55.7x
LCII LCI IndustriesUS$147.187.1%
+US$236.7m		39.0%PE19.9x
GT Goodyear Tire & RubberUS$9.615.7%
+US$148.8m		2.2%PS0.2x
BWA BorgWarnerUS$47.711.1%
+US$111.2m		46.1%PE75x
AXL American Axle & Manufacturing HoldingsUS$8.287.5%
+US$68.8m		41.3%PE24.5x

Latest News

PATK
US$128.28
Patrick Industries
7D
0.1%
1Y
35.6%

Composite Adoption And Margin Recovery Will Likely Fall Short Of Current Expectations

Catalysts About Patrick Industries Patrick Industries supplies RV, Marine, Powersports and Housing OEMs with a broad range of components, materials and aftermarket products. What are the underlying business or industry changes driving this perspective?
ALV
US$126.94
Autoliv
7D
0.4%
1Y
23.6%

ALV: Dividend Increase And Advanced Safety Systems Will Support Steady Future Returns

Analysts have raised their price target on Autoliv to about $139, a modest increase from roughly $138, citing updated assumptions for slightly higher revenue growth, improved profit margins, and a lower future P/E multiple. What's in the News Autoliv and Tensor co-developed what is described as the world's first foldable steering wheel for the Tensor Robocar, designed for both manual driving and retractable use in autonomous operation, with integration into Level 4 driving modes and cabin reconfiguration for passenger space and comfort (Key Developments).
APTV
US$76.47
Aptiv
7D
-2.7%
1Y
20.6%

APTV: EDS Spinoff And Physical AI Expansion Will Drive Upside

Analysts have nudged their Aptiv price targets higher, with our fair value estimate moving from about $85.81 to $90.41 as they highlight potential upside from the planned Electrical Distribution Systems spinoff, a broader opportunity set beyond autos, and updated assumptions around profit margins and future P/E multiples. Analyst Commentary Recent research has largely highlighted potential upside around Aptiv's portfolio mix and the planned Electrical Distribution Systems spinoff, with several firms adjusting price targets higher and upgrading their ratings.
DAN
US$31.01
Dana
7D
12.6%
1Y
104.0%
MBLY
US$9.80
Mobileye Global
7D
-6.7%
1Y
-40.7%
GT
US$9.61
Goodyear Tire & Rubber
7D
5.7%
1Y
2.2%

GT: Q3 Execution And Impairment Charges Will Shape Measured Upside Potential

Narrative Update Analysts have nudged their price target for Goodyear Tire & Rubber higher by US$2, citing the recent upward revision in their fair value estimate and expectations for a modestly stronger future P/E multiple following what they describe as solid Q3 traction. Analyst Commentary Recent research updates on Goodyear Tire & Rubber highlight a mix of cautious and constructive views around the stock, with price targets revised in both directions over the past few months.
ECX
US$2.08
ECARX Holdings
7D
9.5%
1Y
14.3%
HSAI
US$27.94
Hesai Group
7D
-2.1%
1Y
80.3%

Market Participants Recognise Hesai Group's (NASDAQ:HSAI) Revenues Pushing Shares 28% Higher

Jan 23
Market Participants Recognise Hesai Group's (NASDAQ:HSAI) Revenues Pushing Shares 28% Higher
LCII
US$147.18
LCI Industries
7D
7.1%
1Y
39.0%

LCII: Margin Resilience And Buybacks Will Eventually Confront RV Demand Risk

Narrative Update Analysts have raised their price target on LCI Industries by about $10 to $125. This reflects updated assumptions for slightly faster revenue growth, higher profit margins, a lower discount rate, and a modestly lower future P/E multiple following recent research that includes both target increases and a downgrade.
QS
US$10.36
QuantumScape
7D
-1.8%
1Y
100.8%

Quantumscape will dominate Data Centre, Robotics, Drones and Cars. They are a capital light royalty machine.

As artificial intelligence demands increasingly dense and reliable energy infrastructure, QuantumScape (NYSE: QS) is positioning its solid-state technology as a critical solution beyond the automotive sector. High-performance batteries offering fast charging, reduced raw material dependency, and superior fire safety are exactly what next-generation data centers require to regulate power and manage the massive energy surges associated with AI workloads.
AXL
US$8.28
American Axle & Manufacturing Holdings
7D
7.5%
1Y
41.3%

AXL: Strong Q3 And 2026 Outlook Will Support Higher Fair Value

Analysts have lifted their price target for American Axle & Manufacturing Holdings to about US$10.40 from US$8.50, citing updated views on fair value supported by recent research that points to steady revenue assumptions, higher projected profit margins, and a slightly lower future P/E multiple following solid Q3 results, a modest 2025 EBITDA guidance adjustment, and reassuring 2026 commentary. Analyst Commentary Recent Street research points to a more constructive tone around American Axle & Manufacturing Holdings, with bullish analysts lifting price targets after the latest Q3 print, updated 2025 EBITDA guidance, and management's 2026 commentary.
DORM
US$124.05
Dorman Products
7D
-1.6%
1Y
-6.7%

DORM: New CFO Appointment And Reaffirmed 2025 Outlook Will Support Upside

Analysts have reduced their price target on Dorman Products by about US$3 to reflect updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E, which are now slightly more conservative overall. What's in the News Dorman Products appointed Charles W.
GNTX
US$23.59
Gentex
7D
-1.4%
1Y
-14.9%

GNTX: Reset Expectations And Product Pipeline Will Shape Balanced Upside Outlook

Analysts have trimmed their price target on Gentex by $3 to reflect updated assumptions around the discount rate, revenue growth, profit margin and future P/E, signalling a more measured view on the stock’s upside. Analyst Commentary Bearish analysts cutting their price targets by $3 are essentially signalling that they see less room for upside based on their updated assumptions for discount rates, revenue, margins and future P/E.
GTX
US$17.82
Garrett Motion
7D
-3.6%
1Y
85.6%

GTX: Market Share Strength And Buybacks Will Support Future Upside Potential

Analysts held their fair value estimate for Garrett Motion at $20.80 while refining the discount rate and P/E assumptions only slightly, referring to the recent $14 initiation and Hold stance. This reflects confidence in the company's leading turbocharger position and disciplined spending.
BWA
US$47.71
BorgWarner
7D
1.1%
1Y
46.1%

BWA: Margin Execution And Electrified Awards Will Shape A Balanced Outlook

Analysts have made a modest downward adjustment to BorgWarner's fair value estimate to about $50.00, reflecting updated assumptions around the discount rate, revenue growth, profit margins, and future P/E. This follows recent Street research that included both a downgrade on valuation and several price target increases tied to margin execution, new business awards, and confidence in underlying trends.
KDK
US$9.38
Kodiak AI
7D
-5.7%
1Y
-14.7%