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U.S. Auto Components Industry Analysis

UpdatedAug 21, 2026
DataAggregated Company Financials
Companies62
  • 7D-2.0%
  • 3M-7.1%
  • 1Y-11.2%
  • YTD-10.8%

Over the last 7 days, the Auto Components industry has dropped 2.0%, driven by BorgWarner declining 4.5%. Overall the industry is down 11% in 12 months. Earnings are forecast to grow by 31% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 21 Aug 2026US$93.8bUS$159.7b-US$4,257,195,878.7318.6x-22x0.6x
Sun, 19 Jul 2026US$92.1bUS$148.9b-US$4,231,092,235.6021.2x-21.8x0.6x
Tue, 16 Jun 2026US$99.4bUS$148.8b-US$4,165,441,991.9820.3x-23.9x0.7x
Thu, 14 May 2026US$94.2bUS$148.7b-US$4,217,363,104.3519.7x-22.3x0.6x
Sat, 11 Apr 2026US$92.1bUS$155.4b-US$431,652,295.9016.2x-213.4x0.6x
Mon, 09 Mar 2026US$93.6bUS$146.6b-US$1,415,699,120.6518.1x-66.1x0.6x
Wed, 04 Feb 2026US$100.3bUS$148.1b-US$1,027,329,259.8124.3x-97.7x0.7x
Fri, 02 Jan 2026US$98.8bUS$147.6b-US$833,404,951.7819x-118.6x0.7x
Sun, 30 Nov 2025US$107.3bUS$150.3b-US$656,902,963.6721.3x-163.3x0.7x
Tue, 28 Oct 2025US$114.1bUS$149.1bUS$2.7b18.5x42.2x0.8x
Thu, 25 Sep 2025US$115.5bUS$148.9bUS$39.2m18.3x2943.4x0.8x
Sat, 23 Aug 2025US$104.9bUS$148.9bUS$40.8m17.1x2574.2x0.7x
Mon, 21 Jul 2025US$101.5bUS$148.4bUS$307.8m14.5x329.6x0.7x
Wed, 18 Jun 2025US$92.1bUS$148.3bUS$280.1m13.4x328.8x0.6x
Fri, 16 May 2025US$92.8bUS$148.2bUS$236.2m13.8x393x0.6x
Sun, 13 Apr 2025US$74.4bUS$149.4bUS$738.1m12.1x100.8x0.5x
Tue, 11 Mar 2025US$87.5bUS$149.3bUS$1.1b16.5x80.7x0.6x
Thu, 06 Feb 2025US$88.9bUS$149.9bUS$2.2b17.3x39.5x0.6x
Sat, 04 Jan 2025US$92.8bUS$150.3bUS$2.4b18.1x38.5x0.6x
Mon, 02 Dec 2024US$94.5bUS$150.3bUS$2.4b19.4x38.9x0.6x
Wed, 30 Oct 2024US$101.5bUS$162.0bUS$5.8b19.6x17.5x0.6x
Fri, 27 Sep 2024US$94.9bUS$153.0bUS$6.1b18.6x15.6x0.6x
Sun, 25 Aug 2024US$98.8bUS$153.0bUS$6.1b19.8x16.3x0.6x
Tue, 23 Jul 2024US$107.6bUS$153.6bUS$5.1b19.2x21x0.7x
Thu, 20 Jun 2024US$107.4bUS$153.6bUS$5.0b18.2x21.4x0.7x
Sat, 18 May 2024US$119.0bUS$153.7bUS$5.1b19.1x23.4x0.8x
Mon, 15 Apr 2024US$116.3bUS$153.8bUS$5.1b18.8x23x0.8x
Wed, 13 Mar 2024US$118.5bUS$155.5bUS$5.2b18.6x22.7x0.8x
Fri, 09 Feb 2024US$116.1bUS$154.3bUS$4.9b16.6x23.7x0.8x
Sun, 07 Jan 2024US$120.1bUS$156.2bUS$4.4b16.6x27.4x0.8x
Tue, 05 Dec 2023US$125.3bUS$156.2bUS$4.3b15.6x29x0.8x
Thu, 02 Nov 2023US$118.8bUS$155.5bUS$3.2b18x37.1x0.8x
Sat, 30 Sep 2023US$135.0bUS$154.6bUS$3.0b20.9x45.2x0.9x
Mon, 28 Aug 2023US$130.4bUS$154.6bUS$3.0b20.7x43.7x0.8x
Price to Earnings Ratio

43.7x


Total Market Cap: US$130.4bTotal 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 200.2x202420252026
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 Market-2.09%
Consumer Discretionary-1.03%
Auto Components-2.03%
Auto Parts and Equipment-1.98%
Tires and Rubber-4.42%
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
    		LEA LearUS$125.432.3%
    +US$137.6m    		21.7%PE11.1x
    		VGNT VersigentUS$46.652.4%
    +US$78.6m    		n/aPE6.3x
    		DAN DanaUS$30.751.4%
    +US$45.2m    		64.3%PS0.4x
    		WRD WeRideUS$6.072.0%
    +US$39.5m    		-33.3%PS16.2x
    		ALV AutolivUS$121.690.2%
    +US$20.5m    		1.3%PE13.9x

    Latest News

    VGNT
    US$46.65
    Versigent
    7D
    2.4%
    1Y
    n/a
    Seeking Alpha • 11h

    Versigent Has Already Run, But I Still See More Upside

    Summary Versigent delivered a strong first full quarter as an independent company, with sales up 10.8 percent and adjusted EBITDA up 24.8 percent. The stock is not as cheap as it was right after the Aptiv separation, but a valuation near 5.1 times expected 2026 adjusted EBITDA still looks reasonable. Debt and weak first-half cash conversion are the two issues I am watching most closely. I rate VGNT a Buy and value the shares at $58, about 24 percent above the current price. Read the full article on Seeking Alpha
    BWA
    US$64.80
    BorgWarner
    7D
    -4.5%
    1Y
    54.9%
    HSAI
    US$18.62
    Hesai Group
    7D
    -3.5%
    1Y
    -19.3%
    APTV
    US$47.03
    Aptiv
    7D
    -4.4%
    1Y
    -36.8%
    Narrative Update • Aug 19

    APTV: Versigent Reset Will Spotlight Expanding Non Auto Revenue Streams

    Aptiv's updated analyst price target has moved down to $55, with analysts pointing to reduced revenue growth expectations, slightly lower profit margin forecasts, a modestly higher discount rate, and recent Street revisions following the company's 2026 outlook reset. Analyst Commentary Recent research on Aptiv shows a clear reset in expectations, with several bearish analysts trimming price targets and highlighting execution and growth risks.
    GT
    US$5.84
    Goodyear Tire & Rubber
    7D
    -4.4%
    1Y
    -32.5%
    Narrative Update • Aug 18

    GT: Cost Cuts And Premium Mix Shift Will Support Future Re Rating Potential

    Analysts have trimmed their fair value view on Goodyear Tire & Rubber after a cut in the price target to $9 from $13. This reflects updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations tied to the Goodyear Forward plan.
    WRD
    US$6.07
    WeRide
    7D
    2.0%
    1Y
    -33.3%
    Seeking Alpha • Aug 17

    WeRide: Continued Losses Weigh On The Stock

    Summary WeRide Inc. is rated SELL due to persistent negative operating margins and extended losses projected until at least 2029. Despite 2Q26 revenue growth (+82% yoy) and gross margin expansion, WRD’s negative EBITDA and high R&D costs overshadow operational progress. WRD’s robotaxi and L2/L3 ADAS businesses are growing rapidly but face intense competition from global technology giants and numerous startups. WRD trades at an 11.4x forward P/S premium, with limited earnings visibility and downside risk outweighing potential upside catalysts. Read the full article on Seeking Alpha
    LEA
    US$125.43
    Lear
    7D
    2.3%
    1Y
    21.7%
    ALV
    US$121.69
    Autoliv
    7D
    0.2%
    1Y
    1.3%
    ECX
    US$1.11
    ECARX Holdings
    7D
    3.3%
    1Y
    -32.7%
    Narrative Update • Aug 14

    ECX: Autonomous Ride Hail Supply Agreements Will Underpin Future Upside Potential

    The latest Narrative Update on ECARX Holdings reflects a lower analyst price target, with fair value moving from $2.70 to $2.40 as analysts now apply a higher discount rate, factor in more moderate revenue growth of 20.94% and a slimmer profit margin of 3.06%, and assume a higher future P/E of 33.00x. What's in the News for ECARX Holdings ECARX Holdings entered a business cooperation agreement with TPK Holding to co-develop the ORCA LiDAR platform for global markets, with mass production planned at TPK's Thailand facility starting in 2028.
    DAN
    US$30.75
    Dana
    7D
    1.4%
    1Y
    64.3%
    HLLY
    US$3.04
    Holley
    7D
    1.7%
    1Y
    -16.3%
    Analysis Article • Aug 12

    We Think Holley's (NYSE:HLLY) Robust Earnings Are Conservative

    Holley Inc. ( NYSE:HLLY ) recently posted some strong earnings, and the market responded positively. We have done some...
    QS
    US$5.70
    QuantumScape
    7D
    -7.5%
    1Y
    -27.6%
    GTX
    US$26.40
    Garrett Motion
    7D
    -9.0%
    1Y
    97.9%
    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.
    DCH
    US$6.36
    Dauch
    7D
    -5.8%
    1Y
    11.6%
    FOXF
    US$21.33
    Fox Factory Holding
    7D
    1.5%
    1Y
    -29.7%
    DORM
    US$131.37
    Dorman Products
    7D
    -3.7%
    1Y
    -19.3%
    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...