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U.S. Auto Components Industry Analysis

UpdatedMar 12, 2026
DataAggregated Company Financials
Companies61
  • 7D-3.8%
  • 3M-9.2%
  • 1Y6.1%
  • YTD-9.2%

Over the last 7 days, the Auto Components industry has dropped 3.8%, driven by a pullback from Aptiv of 4.2%. On the other hand Kodiak AI is actually up 6.3%. In the past year, the industry has gained 6.1%. Earnings are forecast to grow by 34% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 12 Mar 2026US$93.3bUS$146.6b-US$1,416,623,463.5717.5x-65.8x0.6x
Sat, 07 Feb 2026US$103.0bUS$148.6b-US$1,036,559,054.5425.5x-99.4x0.7x
Mon, 05 Jan 2026US$102.3bUS$147.6b-US$833,520,799.7819.2x-122.8x0.7x
Wed, 03 Dec 2025US$106.9bUS$150.3b-US$657,020,285.0021.3x-162.7x0.7x
Fri, 31 Oct 2025US$111.4bUS$149.3bUS$2.7b18.1x40.6x0.7x
Sun, 28 Sep 2025US$113.7bUS$148.9bUS$39.3m18.4x2892.8x0.8x
Tue, 26 Aug 2025US$109.3bUS$148.9bUS$40.1m17.1x2723.7x0.7x
Thu, 24 Jul 2025US$102.4bUS$148.4bUS$306.9m15.2x333.6x0.7x
Sat, 21 Jun 2025US$90.7bUS$148.3bUS$279.5m13.4x324.6x0.6x
Mon, 19 May 2025US$92.1bUS$148.2bUS$235.6m14.1x391.2x0.6x
Wed, 16 Apr 2025US$75.6bUS$149.4bUS$739.7m12.1x102.2x0.5x
Fri, 14 Mar 2025US$85.2bUS$149.3bUS$1.1b15.4x78.6x0.6x
Sun, 09 Feb 2025US$88.9bUS$149.7bUS$1.0b17.9x88.5x0.6x
Tue, 07 Jan 2025US$95.2bUS$150.3bUS$2.4b18.2x39.4x0.6x
Thu, 05 Dec 2024US$94.1bUS$150.3bUS$2.4b19.6x38.8x0.6x
Sat, 02 Nov 2024US$92.6bUS$161.4bUS$2.0b16.8x47.2x0.6x
Mon, 30 Sep 2024US$99.8bUS$153.0bUS$6.1b19.3x16.4x0.7x
Wed, 28 Aug 2024US$98.2bUS$153.0bUS$6.1b19.7x16.2x0.6x
Fri, 26 Jul 2024US$103.8bUS$153.6bUS$5.1b19.1x20.3x0.7x
Sun, 23 Jun 2024US$109.2bUS$153.6bUS$5.0b18.3x21.7x0.7x
Tue, 21 May 2024US$118.4bUS$153.7bUS$5.1b19.3x23.3x0.8x
Thu, 18 Apr 2024US$112.2bUS$153.7bUS$5.1b18.4x21.9x0.7x
Sat, 16 Mar 2024US$117.5bUS$155.5bUS$5.2b19.6x22.5x0.8x
Mon, 12 Feb 2024US$117.7bUS$154.4bUS$4.8b17.8x24.3x0.8x
Wed, 10 Jan 2024US$120.6bUS$156.2bUS$4.4b16.7x27.5x0.8x
Fri, 08 Dec 2023US$124.3bUS$156.2bUS$4.3b15.4x28.8x0.8x
Sun, 05 Nov 2023US$118.3bUS$156.3bUS$4.5b15x26.2x0.8x
Tue, 03 Oct 2023US$135.0bUS$154.6bUS$3.0b20.7x45.2x0.9x
Thu, 31 Aug 2023US$133.6bUS$154.6bUS$3.0b21.3x44.8x0.9x
Sat, 29 Jul 2023US$144.2bUS$153.0bUS$3.2b20.4x44.6x0.9x
Mon, 26 Jun 2023US$129.2bUS$149.4bUS$3.1b17.1x42x0.9x
Wed, 24 May 2023US$125.7bUS$147.5bUS$2.9b17.5x42.9x0.9x
Fri, 21 Apr 2023US$135.1bUS$145.5bUS$3.3b18.7x40.9x0.9x
Sun, 19 Mar 2023US$132.8bUS$145.6bUS$3.2b17.8x41.2x0.9x
Price to Earnings Ratio

41.2x


Total Market Cap: US$132.8bTotal Earnings: US$3.2bTotal Revenue: US$145.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Components Industry Price to Earnings3Y Average 214.4x202420252026
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 0.73x.
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-1.47%
Consumer Discretionary-1.71%
Auto Components-3.80%
Auto Parts and Equipment-3.68%
Tires and Rubber-8.99%
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 32.1%, which is higher than its past year's earnings growth of 1.4% per year.
Forecasted Growth
  • Analysts are most optimistic on the Tires and Rubber industry, expecting annual earnings growth of 115% over the next 5 years.
  • In contrast, the Auto Parts and Equipment industry is expected to see its earnings grow by 32% 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
KDK Kodiak AIUS$8.986.3%
+US$92.7m		-19.4%PS95.5x
WRD WeRideUS$6.823.2%
+US$71.9m		-58.9%PS31.4x
HSAI Hesai GroupUS$25.671.2%
+US$48.7m		13.8%PE64.5x
BWA BorgWarnerUS$52.970.3%
+US$35.2m		85.5%PE39.6x
CAAS China Automotive SystemsUS$4.281.9%
+US$2.4m		-0.9%PE3.9x

Latest News

WKSP
US$1.30
Worksport
7D
4.0%
1Y
-79.6%
BWA
US$52.97
BorgWarner
7D
0.3%
1Y
85.5%

BWA: AI Data Center Power Shift Will Rebalance Long Term Outlook

The updated analyst price target for BorgWarner edges lower by about $0.63 to $68.21, as analysts factor in slightly more conservative assumptions for revenue growth, profit margins, and future P/E while acknowledging a more balanced risk and reward profile around the TurboCell data center power generation opportunity. Analyst Commentary Recent research around BorgWarner points to a more balanced setup, with investors weighing the upside from the TurboCell data center power generation opportunity against execution risk and how much of that story is already reflected in the share price.
ALV
US$107.63
Autoliv
7D
-4.0%
1Y
18.2%

ALV: Share Repurchases And Autonomous Driving Partnerships Will Support Future Upside

Analysts are maintaining their Autoliv price target at $135.79, with only minor adjustments to assumptions such as the discount rate, long-term revenue growth, profit margin, and future P/E to refine their valuation view. What's in the News Autoliv appointed Monika Grama as its next Chief Financial Officer, effective April 1, 2026, succeeding Fredrik Westin, who is expected to leave the company on March 31, 2026 (Key Developments).
PHIN
US$64.87
PHINIA
7D
-10.2%
1Y
53.9%
GTX
US$18.11
Garrett Motion
7D
-7.2%
1Y
102.1%
APTV
US$70.32
Aptiv
7D
-4.2%
1Y
10.3%

APTV: EDS Spinoff And Auto Tech Focus Will Drive Bullish Outlook

Aptiv's updated analyst price target edges slightly lower to $85.61 from $86.72, as analysts balance a modestly higher discount rate with slightly firmer revenue growth and margin assumptions. They also point to recent Buy ratings and upgraded targets that reflect confidence in the company's broader opportunity set.
LEA
US$117.94
Lear
7D
-3.9%
1Y
24.4%

LEA: Future Margin Upside Will Rely On Automation And Premium Interiors

The analyst price target for Lear has shifted from $136 to about $174. Analysts attribute this change to the company's exposure to higher content per vehicle, interior premiumization, and an automation supported margin trajectory, which they cite as key reasons for the reset in expectations.
HSAI
US$25.67
Hesai Group
7D
1.2%
1Y
13.8%
DORM
US$105.66
Dorman Products
7D
-9.0%
1Y
-16.7%

DORM: Tariff Noise And CFO Transition Will Shape Future Upside Narrative

Narrative Update on Dorman Products The analyst price target for Dorman Products has been reduced by $9.50 to $160.88, as analysts factor in lower long term fair value and P/E assumptions alongside recent target cuts tied to softer guidance, tariff related estimate adjustments, and a reset in expectations, despite solid demand trends and cash generation. Analyst Commentary Recent Street research on Dorman Products reflects a mixed but constructive view, with price targets coming down while ratings largely remain positive.
WRD
US$6.82
WeRide
7D
3.2%
1Y
-58.9%
MBLY
US$7.87
Mobileye Global
7D
-5.0%
1Y
-47.9%

MBLY: Long Dated Surround ADAS Pipeline Will Reshape Long Term Expectations

Analysts trimmed their average price target on Mobileye by a few dollars into the mid-teens dollar range, reflecting more cautious revenue growth expectations and lower Street estimates for 2026, even as views on long term ADAS monetization and profit margins remain supportive. Analyst Commentary Recent research has tilted more cautious, with several Bearish analysts cutting price targets into the mid teens and questioning how quickly the company can translate its advanced driver assistance systems pipeline into earnings.
GNTX
US$21.63
Gentex
7D
-5.4%
1Y
-11.4%

GNTX: Future Auto Production Outlook Will Support Higher Share Prices

Narrative Update The average analyst price target for Gentex has been reduced by $1. This reflects updated views on slightly softer revenue growth, a modestly lower profit margin, and a marginally higher assumed future P/E multiple.
KDK
US$8.98
Kodiak AI
7D
6.3%
1Y
-19.4%
MPAA
US$10.45
Motorcar Parts of America
7D
0.9%
1Y
-2.6%

Motorcar Parts of America, Inc. Just Reported A Surprise Profit And Analysts Updated Their Estimates

Feb 12
Motorcar Parts of America, Inc. Just Reported A Surprise Profit And Analysts Updated Their Estimates
REE
US$0.58
REE Automotive
7D
1.7%
1Y
-90.1%
CAAS
US$4.28
China Automotive Systems
7D
1.9%
1Y
-0.9%