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U.S. Auto Components Industry Analysis

UpdatedApr 14, 2026
DataAggregated Company Financials
Companies56
  • 7D2.8%
  • 3M-14.8%
  • 1Y27.4%
  • YTD-10.3%

In the last week, the Auto Components industry is up 2.8%, with Autoliv leading the way, up 4.9%. This means that the industry has gained 27% over the past year. Looking forward, earnings are forecast to grow by 29% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 14 Apr 2026US$92.1bUS$155.4b-US$431,568,986.6816.2x-213.4x0.6x
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
Price to Earnings Ratio

40.9x


Total Market Cap: US$135.1bTotal Earnings: US$3.3bTotal Revenue: US$145.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Components Industry Price to Earnings3Y Average 209.8x202420252026
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 0.72x.
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 grown 2.2% per year.
  • This means that although more sales are being generated, 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 Market4.25%
Consumer Discretionary5.91%
Auto Components2.81%
Tires and Rubber3.69%
Auto Parts and Equipment2.79%
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 27.4%, which is higher than its past year's earnings growth of 5.3% per year.
Forecasted Growth
  • Analysts are most optimistic on the Tires and Rubber industry, expecting annual earnings growth of 104% over the next 5 years.
  • In contrast, the Auto Parts and Equipment industry is expected to see its earnings grow by 27% 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
ALV AutolivUS$110.384.9%
+US$384.8m		33.4%PE11.2x
DAN DanaUS$36.6910.1%
+US$370.3m		232.3%PS0.5x
HSAI Hesai GroupUS$22.347.9%
+US$256.1m		72.6%PE55x
DORM Dorman ProductsUS$109.718.4%
+US$254.8m		-1.5%PE16.2x
LEA LearUS$123.224.2%
+US$248.6m		56.8%PE14.3x

Latest News

DORM
US$109.71
Dorman Products
7D
8.4%
1Y
-1.5%
GTX
US$19.35
Garrett Motion
7D
5.6%
1Y
113.8%
CAAS
US$4.18
China Automotive Systems
7D
-2.6%
1Y
13.0%
PHIN
US$73.06
PHINIA
7D
6.8%
1Y
89.0%

PHIN: Future Cash Returns Will Depend On Dividend And Expanded Buyback Program

Analysts have nudged the average price target on PHINIA slightly higher to $88, reflecting recent target increases. They also view the stock's latest rally as having brought valuation closer to their updated assumptions on discount rate, revenue growth, profit margin and future P/E.
DAN
US$36.69
Dana
7D
10.1%
1Y
232.3%

DAN: Expanded Buybacks And Dividend Increase Will Support Measured Future Returns

Analysts have adjusted their price target for Dana to $39.57 from $38.29, reflecting refreshed assumptions around the discount rate, revenue growth, profit margin, and future P/E. What's in the News Dana updated its share repurchase activity, buying back 10,152,110 shares between October 1 and December 31, 2025, for $205.98 million.
PATK
US$112.01
Patrick Industries
7D
-1.6%
1Y
38.0%

PATK: Future Returns Will Reflect Expanding Powersports Exposure And Aftermarket Resilience

Analysts have reduced their average price target on Patrick Industries by about $15 to approximately $137, citing updated views on earnings resilience, aftermarket growth through RecPro, and the increasing contribution from powersports, which now represents about 9% to 10% of revenue. Analyst Commentary Recent research on Patrick Industries reflects a mix of optimism and caution, with several firms updating price targets in both directions as they reassess earnings resilience, valuation, and the contribution from newer growth drivers like RecPro and powersports.
ALV
US$110.38
Autoliv
7D
4.9%
1Y
33.4%

ALV: Share Repurchases And Rider Protection Systems Will Support Future Upside

Analysts have trimmed their price target on Autoliv slightly to $133.91 from $135.79, citing small adjustments to fair value estimates, discount rate assumptions, and modestly lower revenue growth, profit margin, and future P/E inputs. What's in the News Autoliv introduced its first complete wearable protection system for motorcycle riders, a vest with an integrated airbag developed and validated in house.
HSAI
US$22.34
Hesai Group
7D
7.9%
1Y
72.6%
APTV
US$59.36
Aptiv
7D
-1.7%
1Y
18.5%

APTV: Spin Offs And ADAS Content Are Expected To Reframe Earnings Profile

Aptiv's analyst price target has been trimmed from $109 to $107 as analysts factor in weaker revenue growth expectations, alongside higher projected margins and a higher future P/E multiple. Analyst Commentary Recent research updates show a mix of reduced price targets and fresh upgrades, with several bullish analysts highlighting potential value as Aptiv prepares for portfolio changes and spin offs.
LEA
US$123.22
Lear
7D
4.2%
1Y
56.8%

LEA: Seating Premiumization And 2026 Execution Will Likely Support Balanced Risk Reward

Narrative Update on Lear Analysts have made a modest downward adjustment to Lear's consolidated price target, trimming it by $5. Recent research balances earlier broad target increases with views that much of the company's growth potential is already reflected in the current valuation.
VGNT
US$30.52
Versigent
7D
7.7%
1Y
n/a
WKSP
US$0.94
Worksport
7D
-4.5%
1Y
-70.3%

WKSP: Revised Execution Outlook Will Support Future Upside Potential

Analysts have trimmed their Worksport price target by $0.50. This reflects updated fair value estimates, slightly revised revenue growth assumptions and an adjusted future P/E outlook.
WRD
US$7.60
WeRide
7D
-0.8%
1Y
-24.2%
KDK
US$7.40
Kodiak AI
7D
-1.9%
1Y
-33.7%
REE
US$0.60
REE Automotive
7D
-11.1%
1Y
-78.4%