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U.S. Auto Components Industry Analysis

UpdatedAug 12, 2026
DataAggregated Company Financials
Companies62
  • 7D1.6%
  • 3M-5.2%
  • 1Y-7.2%
  • YTD-8.2%

In the last week, the Auto Components industry is up 1.6%, with BorgWarner up 11%. Meanwhile, Dorman Products actually underperformed within the industry, shrinking 10.0% in the last week. In contrast, the industry has lost 7.2% in the last 12 months. As for the next few years, earnings are expected to grow by 31% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 12 Aug 2026US$94.2bUS$159.6b-US$4,272,411,052.1519.4x-22.1x0.6x
Fri, 10 Jul 2026US$105.5bUS$148.8b-US$4,108,803,054.1820.4x-25.7x0.7x
Sun, 07 Jun 2026US$99.1bUS$148.8b-US$4,175,810,147.7120.2x-23.7x0.7x
Tue, 05 May 2026US$95.6bUS$156.0b-US$4,221,441,606.6218.9x-22.6x0.6x
Thu, 02 Apr 2026US$89.4bUS$146.6b-US$961,205,142.9017.7x-93x0.6x
Sat, 28 Feb 2026US$102.2bUS$149.0b-US$1,325,888,968.8719.4x-77x0.7x
Mon, 26 Jan 2026US$103.8bUS$147.5b-US$890,266,843.3524.5x-116.6x0.7x
Wed, 24 Dec 2025US$100.2bUS$147.6b-US$844,258,110.3918.9x-118.7x0.7x
Fri, 21 Nov 2025US$101.8bUS$150.2b-US$761,652,168.6922x-133.6x0.7x
Sun, 19 Oct 2025US$110.2bUS$149.1bUS$74.9m17.8x1471.4x0.7x
Tue, 16 Sep 2025US$111.8bUS$148.9bUS$38.6m18x2895.1x0.8x
Thu, 14 Aug 2025US$104.2bUS$148.8bUS$30.1m16.9x3461.1x0.7x
Sat, 12 Jul 2025US$101.0bUS$148.3bUS$279.6m15x361.4x0.7x
Mon, 09 Jun 2025US$91.2bUS$148.3bUS$282.3m13.5x322.9x0.6x
Wed, 07 May 2025US$82.8bUS$148.7bUS$634.5m15.9x130.4x0.6x
Fri, 04 Apr 2025US$86.0bUS$149.4bUS$738.0m12.7x116.5x0.6x
Sun, 02 Mar 2025US$87.9bUS$149.3bUS$1.1b17.5x81.1x0.6x
Tue, 28 Jan 2025US$94.0bUS$150.3bUS$2.4b19.2x38.9x0.6x
Thu, 26 Dec 2024US$92.5bUS$150.3bUS$2.4b18x38.3x0.6x
Sat, 23 Nov 2024US$98.5bUS$159.2bUS$2.2b19.8x45.8x0.6x
Mon, 21 Oct 2024US$98.6bUS$162.2bUS$6.1b20.1x16.1x0.6x
Wed, 18 Sep 2024US$91.6bUS$153.0bUS$6.1b19.5x15.1x0.6x
Fri, 16 Aug 2024US$92.6bUS$153.0bUS$6.1b19.3x15.2x0.6x
Sun, 14 Jul 2024US$111.1bUS$153.6bUS$5.0b18.4x22.1x0.7x
Tue, 11 Jun 2024US$117.6bUS$153.6bUS$5.0b19.3x23.4x0.8x
Thu, 09 May 2024US$118.4bUS$153.7bUS$5.1b18.7x23.3x0.8x
Sat, 06 Apr 2024US$119.4bUS$153.8bUS$5.1b19.7x23.6x0.8x
Mon, 04 Mar 2024US$118.9bUS$155.6bUS$5.2b19.5x22.7x0.8x
Wed, 31 Jan 2024US$120.0bUS$156.8bUS$4.5b17x26.6x0.8x
Fri, 29 Dec 2023US$136.0bUS$156.2bUS$4.3b16.9x31.6x0.9x
Sun, 26 Nov 2023US$127.2bUS$156.2bUS$4.3b15.2x29.6x0.8x
Tue, 24 Oct 2023US$121.8bUS$154.9bUS$3.0b19.4x40.4x0.8x
Thu, 21 Sep 2023US$135.9bUS$154.6bUS$3.0b20.9x45.6x0.9x
Sat, 19 Aug 2023US$130.5bUS$154.6bUS$3.0b20.6x43.8x0.8x
Price to Earnings Ratio

43.8x


Total Market Cap: US$130.5bTotal 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 200.7x202420252026
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 Market0.091%
Consumer Discretionary-0.26%
Auto Components1.57%
Auto Parts and Equipment1.95%
Tires and Rubber-15.30%
Industry PE
    Forecasted Growth
    • Analysts are most optimistic on the Tires and Rubber industry, expecting annual earnings growth of 117% over the next 5 years.
    • In contrast, the Auto Parts and Equipment industry is expected to see its earnings grow by 29% 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$69.6810.5%
    +US$1.3b    		73.6%PE34.2x
    		QS QuantumScapeUS$6.3411.4%
    +US$402.4m    		-32.2%PB3.7x
    		APTV AptivUS$49.624.0%
    +US$394.5m    		-30.8%PE21.9x
    		DAN DanaUS$30.4010.3%
    +US$304.5m    		62.8%PS0.4x
    		DCH DauchUS$6.8915.0%
    +US$215.3m    		20.7%PS0.2x

    Latest News

    APTV
    US$49.62
    Aptiv
    7D
    4.0%
    1Y
    -30.8%
    QS
    US$6.34
    QuantumScape
    7D
    11.4%
    1Y
    -32.2%
    GTX
    US$29.12
    Garrett Motion
    7D
    -7.3%
    1Y
    131.8%
    Narrative Update • Aug 10

    GTX: Industrial And Commercial Pivot Will Offset Tariff And Data Center Headwinds

    Garrett Motion's analyst fair value estimate has shifted from $33.00 to $34.00 as analysts factor in recent price target increases. These increases are tied to what they describe as strong execution, a tilt toward more resilient commercial and industrial exposure, and expectations for additional contract opportunities, reflected in recent targets ranging from $36 to $42.
    PATK
    US$87.42
    Patrick Industries
    7D
    0.6%
    1Y
    -19.3%
    PHIN
    US$74.92
    PHINIA
    7D
    -6.3%
    1Y
    37.2%
    DAN
    US$30.40
    Dana
    7D
    10.3%
    1Y
    62.8%
    Narrative Update • Aug 09

    DAN: Buyback Momentum And Index Additions Will Support Future Upside

    Analysts have trimmed their price target on Dana to $43 from $46 as updated assumptions reflect a slightly higher discount rate, a modest adjustment to revenue growth expectations, lower projected profit margins, and a small recalibration of the future P/E multiple. What’s in the News for Dana Dana completed a share repurchase tranche from April 1, 2026 to August 6, 2026, buying back 1,200,000 shares for US$44 million, and has now repurchased a total of 39,902,872 shares for US$819.15 million under the buyback program announced on June 11, 2025.
    DCH
    US$6.89
    Dauch
    7D
    15.0%
    1Y
    20.7%
    ALV
    US$122.36
    Autoliv
    7D
    -1.8%
    1Y
    5.5%
    MBLY
    US$8.87
    Mobileye Global
    7D
    2.7%
    1Y
    -36.4%
    Narrative Update • Aug 08

    MBLY: Robotaxi And Humanoid Expansion Will Drive Future Upside Potential

    Mobileye Global's updated analyst price target has moved lower by a few dollars to reflect a slightly reduced fair value estimate and profit margin outlook, even as analysts continue to highlight the company's ADAS product roadmap and long term opportunities in robotaxis and humanoid robotics. Analyst Commentary Recent Street research on Mobileye Global shows a wide spread of valuation views, even as analysts broadly acknowledge the company is executing on an advanced driver assistance and autonomy roadmap that includes Surround ADAS, SuperVision, Chauffeur and Mobileye Drive.
    GT
    US$6.09
    Goodyear Tire & Rubber
    7D
    -15.3%
    1Y
    -26.2%
    DORM
    US$133.05
    Dorman Products
    7D
    -10.0%
    1Y
    -11.1%
    Analysis Article • Aug 07

    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...
    BWA
    US$69.68
    BorgWarner
    7D
    10.5%
    1Y
    73.6%
    Narrative Update • Aug 07

    BWA: Data Center Expansion And Buybacks Will Test Execution Strength

    Analysts have lifted their fair value estimate for BorgWarner to $62.00 from $51.58, citing higher Street price targets following strong Q2 results, raised EPS guidance tied to buybacks, and increasing interest in the company’s potential in non-auto and data center-related revenue streams. Analyst Commentary Street research on BorgWarner has turned more constructive following recent Q2 results, with several major firms lifting price targets and highlighting interest in the company’s non auto and data center related revenue opportunities.
    ADNT
    US$19.14
    Adient
    7D
    -9.5%
    1Y
    -16.5%
    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.
    WRD
    US$6.33
    WeRide
    7D
    5.9%
    1Y
    -32.0%
    LEA
    US$121.93
    Lear
    7D
    -3.2%
    1Y
    21.9%
    HSAI
    US$18.95
    Hesai Group
    7D
    3.5%
    1Y
    -16.8%