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U.S. Auto Components Industry Analysis

UpdatedSep 02, 2026
DataAggregated Company Financials
Companies62
  • 7D-3.7%
  • 3M-18.8%
  • 1Y-16.7%
  • YTD-14.3%

The Auto Components industry is down 3.7% over the last week with Aptiv the worst performer, down 3.8%. The industry has fallen 17% in the last year. Looking forward, 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
Wed, 02 Sep 2026US$90.1bUS$159.7b-US$4,261,675,409.0617.7x-21.1x0.6x
Fri, 31 Jul 2026US$91.5bUS$148.9b-US$4,166,682,099.9520x-21.9x0.6x
Sun, 28 Jun 2026US$93.1bUS$148.8b-US$4,164,525,238.7221.7x-22.3x0.6x
Tue, 26 May 2026US$96.0bUS$148.8b-US$4,174,865,197.1619.1x-23x0.6x
Thu, 23 Apr 2026US$94.7bUS$155.6b-US$448,154,129.2218.4x-211.2x0.6x
Sat, 21 Mar 2026US$88.5bUS$146.5b-US$960,705,590.8816.1x-92.1x0.6x
Mon, 16 Feb 2026US$109.0bUS$148.8b-US$896,044,612.6221.7x-121.6x0.7x
Wed, 14 Jan 2026US$107.2bUS$147.6b-US$833,951,693.8222.9x-128.5x0.7x
Fri, 12 Dec 2025US$101.3bUS$147.6b-US$843,513,481.5319.1x-120.1x0.7x
Sun, 09 Nov 2025US$111.4bUS$150.2b-US$284,775,927.0322.4x-391x0.7x
Tue, 07 Oct 2025US$117.3bUS$148.9bUS$37.6m18.8x3124x0.8x
Thu, 04 Sep 2025US$107.6bUS$148.9bUS$39.7m17.3x2712.2x0.7x
Sat, 02 Aug 2025US$98.9bUS$148.8b-US$300,464,224.2015.1x-329.2x0.7x
Mon, 30 Jun 2025US$96.8bUS$148.3bUS$279.5m13.9x346.5x0.7x
Wed, 28 May 2025US$89.1bUS$148.2bUS$270.2m14x329.8x0.6x
Fri, 25 Apr 2025US$77.7bUS$149.4bUS$778.2m13.5x99.8x0.5x
Sun, 23 Mar 2025US$88.2bUS$149.4bUS$737.4m15.6x119.6x0.6x
Tue, 18 Feb 2025US$91.9bUS$149.4bUS$1.4b18x65.2x0.6x
Thu, 16 Jan 2025US$90.3bUS$150.3bUS$2.4b18.8x37.4x0.6x
Sat, 14 Dec 2024US$95.0bUS$150.3bUS$2.4b19.3x39.1x0.6x
Mon, 11 Nov 2024US$97.7bUS$159.4bUS$2.2b19.9x45.2x0.6x
Wed, 09 Oct 2024US$94.4bUS$153.0bUS$6.1b18.3x15.5x0.6x
Fri, 06 Sep 2024US$94.9bUS$153.0bUS$6.1b18.2x15.6x0.6x
Sun, 04 Aug 2024US$96.2bUS$153.2bUS$6.1b18.1x15.6x0.6x
Tue, 02 Jul 2024US$108.0bUS$153.6bUS$5.0b17.9x21.5x0.7x
Thu, 30 May 2024US$116.0bUS$153.6bUS$5.0b19.9x23.1x0.8x
Sat, 27 Apr 2024US$114.3bUS$153.7bUS$5.0b18.5x22.7x0.7x
Mon, 25 Mar 2024US$124.0bUS$155.5bUS$5.2b19.8x23.8x0.8x
Wed, 21 Feb 2024US$115.3bUS$155.6bUS$5.3b17.6x21.8x0.7x
Fri, 19 Jan 2024US$115.2bUS$156.2bUS$4.4b16.8x26.3x0.7x
Sun, 17 Dec 2023US$131.0bUS$156.2bUS$4.3b16.1x30.4x0.8x
Tue, 14 Nov 2023US$117.1bUS$156.2bUS$4.3b14.2x27.3x0.7x
Thu, 12 Oct 2023US$130.9bUS$154.6bUS$3.0b20.7x43.9x0.8x
Sat, 09 Sep 2023US$132.2bUS$154.6bUS$3.0b21.1x44.3x0.9x
Price to Earnings Ratio

44.3x


Total Market Cap: US$132.2bTotal 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 199.4x202420252026
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 0.68x.
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-0.92%
Consumer Discretionary-2.62%
Auto Components-3.73%
Tires and Rubber-3.38%
Auto Parts and Equipment-3.73%
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$125.171.2%
    +US$75.0m    		13.8%PE11.1x
    		GTX Garrett MotionUS$26.601.3%
    +US$61.5m    		102.7%PE13.9x
    		CAAS China Automotive SystemsUS$5.482.6%
    +US$4.2m    		25.4%PE2.9x
    		SMP Standard Motor ProductsUS$37.710.5%
    +US$4.0m    		-4.4%PE9.5x
    		SSM Sono GroupUS$4.7680.1%
    +US$3.1m    		-20.8%PS40.9x

    Latest News

    SSM
    US$4.76
    Sono Group
    7D
    80.1%
    1Y
    -20.8%
    PHIN
    US$66.82
    PHINIA
    7D
    -5.8%
    1Y
    15.2%
    GNTX
    US$22.13
    Gentex
    7D
    -6.4%
    1Y
    -20.3%
    SMP
    US$37.71
    Standard Motor Products
    7D
    0.5%
    1Y
    -4.4%
    Seeking Alpha • Aug 27

    Standard Motor Products: Cheap For A Reason

    Summary Standard Motor Products appears undervalued at 8x forward P/E but faces structural headwinds that undermine the investment case. Premium positioning exposes SMP to trade-down risk as consumers and repair shops shift toward value-oriented parts, pressuring demand and revenue growth. Consensus estimates for mid-single-digit sales growth and 15% EPS growth appear overly optimistic, as recent growth has been largely driven by Temperature Control performance that is unlikely to be repeated. My base-case price target is $31.88 (17% downside); risk/reward skew favors a short with limited upside and substantial downside if demand and investor sentiment weaken further. Read the full article on Seeking Alpha
    BWA
    US$63.54
    BorgWarner
    7D
    -2.4%
    1Y
    48.9%
    APTV
    US$44.85
    Aptiv
    7D
    -3.8%
    1Y
    -42.8%
    CAAS
    US$5.48
    China Automotive Systems
    7D
    2.6%
    1Y
    25.4%
    GTX
    US$26.60
    Garrett Motion
    7D
    1.3%
    1Y
    102.7%
    Narrative Update • Aug 25

    GTX: Commercial And Industrial Shift Will Shape Future Non Auto Upside

    Garrett Motion's analyst price target has moved from about $35.67 to about $37.17 as analysts point to a higher fair value, a modestly adjusted discount rate, and expectations for stronger revenue growth, profit margins, and a slightly higher future P/E informed by recent research commentary. Analyst Commentary Recent research on Garrett Motion highlights a mix of optimism around execution and valuation support, alongside some caution about macro and sector specific risks that could affect the stock's trajectory.
    MBLY
    US$8.36
    Mobileye Global
    7D
    -3.7%
    1Y
    -39.1%
    Narrative Update • Aug 22

    MBLY: Autonomous Fleets And Robotics Will Support Earnings Beyond 2026

    Analysts have trimmed the fair value estimate for Mobileye Global from $23.06 to $20.85, as a series of lower Street price targets, tempered revenue growth expectations, and updated profitability and P/E assumptions filter into revised models, even though some firms still highlight the breadth of the product roadmap and the potential in advanced driver assistance and autonomous offerings. Analyst Commentary Recent Street research on Mobileye Global shows a split view, with several firms cutting price targets while a group of bullish analysts frame the current share price as disconnected from what they see as the company’s execution and product breadth.
    HSAI
    US$16.78
    Hesai Group
    7D
    -8.3%
    1Y
    -32.9%
    Narrative Update • Aug 21

    HSAI: Rising Lidar Shipments And New Wins Will Drive Future Repricing

    Analysts have trimmed the Hesai Group fair value estimate from about $30.26 to about $28.97, as recent price target cuts to $31, $30 and $26.50 reflect updated views on discount rates, long term P/E assumptions, and ongoing pricing and margin pressures despite resilient revenue growth and shipment guidance. Analyst Commentary Recent research on Hesai Group highlights a mix of optimism around growth and adoption potential alongside caution around valuation assumptions and ongoing pricing and margin pressures.
    SYPR
    US$1.84
    Sypris Solutions
    7D
    2.2%
    1Y
    -7.5%
    LEA
    US$125.17
    Lear
    7D
    1.2%
    1Y
    13.8%
    ALV
    US$119.21
    Autoliv
    7D
    -3.8%
    1Y
    -4.2%
    WKSP
    US$0.58
    Worksport
    7D
    18.3%
    1Y
    -81.1%
    QS
    US$5.47
    QuantumScape
    7D
    -6.0%
    1Y
    -29.2%
    MTEN
    US$1.06
    Mingteng International
    7D
    3.9%
    1Y
    -99.9%