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U.S. Auto Components Industry Analysis

UpdatedApr 29, 2026
DataAggregated Company Financials
Companies56
  • 7D-0.02%
  • 3M-9.0%
  • 1Y20.6%
  • YTD-7.7%

The Auto Components is pretty flat in the last 7 days, but Mobileye Global has stood out, gaining 14%. As for the the longer term, the industry is up 21% over the past 12 months. 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
Wed, 29 Apr 2026US$95.7bUS$155.9b-US$4,178,309,408.4819.2x-22.9x0.6x
Fri, 27 Mar 2026US$90.6bUS$146.6b-US$954,251,611.0717x-95x0.6x
Sun, 22 Feb 2026US$104.9bUS$148.9b-US$1,007,264,281.5620.6x-104.1x0.7x
Tue, 20 Jan 2026US$104.5bUS$147.6b-US$834,172,160.5722.8x-125.3x0.7x
Thu, 18 Dec 2025US$99.2bUS$147.6b-US$843,884,221.6419.4x-117.6x0.7x
Sat, 15 Nov 2025US$107.7bUS$150.2b-US$761,404,734.6023.2x-141.5x0.7x
Mon, 13 Oct 2025US$108.4bUS$148.9bUS$38.2m17.3x2833.6x0.7x
Wed, 10 Sep 2025US$111.9bUS$148.9bUS$38.8m17.7x2886.8x0.8x
Fri, 08 Aug 2025US$99.7bUS$149.0b-US$240,248,202.9715x-414.9x0.7x
Sun, 06 Jul 2025US$102.0bUS$148.3bUS$279.1m15.2x365.4x0.7x
Tue, 03 Jun 2025US$90.7bUS$148.3bUS$282.8m13.5x320.5x0.6x
Thu, 01 May 2025US$82.1bUS$149.5bUS$847.2m14.8x96.9x0.5x
Sat, 29 Mar 2025US$88.4bUS$149.4bUS$736.8m14.4x120x0.6x
Mon, 24 Feb 2025US$89.9bUS$149.2bUS$1.1b18.2x80.2x0.6x
Wed, 22 Jan 2025US$92.1bUS$150.3bUS$2.4b19.3x38.2x0.6x
Fri, 20 Dec 2024US$89.6bUS$150.3bUS$2.4b17.9x37.1x0.6x
Sun, 17 Nov 2024US$95.1bUS$159.3bUS$2.2b19.4x44.1x0.6x
Tue, 15 Oct 2024US$97.9bUS$162.3bUS$6.1b19.1x16x0.6x
Thu, 12 Sep 2024US$88.8bUS$153.0bUS$6.1b18.1x14.6x0.6x
Sat, 10 Aug 2024US$94.5bUS$152.9bUS$6.1b17.5x15.6x0.6x
Mon, 08 Jul 2024US$107.1bUS$153.6bUS$5.0b17.7x21.3x0.7x
Wed, 05 Jun 2024US$117.0bUS$153.6bUS$5.0b19.5x23.3x0.8x
Fri, 03 May 2024US$113.4bUS$154.2bUS$5.1b18.3x22.4x0.7x
Sun, 31 Mar 2024US$125.4bUS$155.4bUS$5.2b19.3x23.9x0.8x
Tue, 27 Feb 2024US$114.5bUS$155.6bUS$5.2b18.5x22x0.7x
Thu, 25 Jan 2024US$117.3bUS$156.2bUS$4.4b16.4x26.8x0.8x
Sat, 23 Dec 2023US$134.4bUS$156.2bUS$4.3b16.9x31.2x0.9x
Mon, 20 Nov 2023US$125.0bUS$156.2bUS$4.3b15.2x29x0.8x
Wed, 18 Oct 2023US$129.1bUS$154.6bUS$3.0b20.6x43.2x0.8x
Fri, 15 Sep 2023US$131.6bUS$154.6bUS$3.0b21x44.1x0.9x
Sun, 13 Aug 2023US$136.3bUS$154.6bUS$3.0b21.3x46.1x0.9x
Tue, 11 Jul 2023US$141.5bUS$152.7bUS$3.3b18.2x42.6x0.9x
Thu, 08 Jun 2023US$133.2bUS$149.4bUS$3.1b18.3x43.3x0.9x
Sat, 06 May 2023US$122.4bUS$148.2bUS$3.3b16.7x36.8x0.8x
Price to Earnings Ratio

36.8x


Total Market Cap: US$122.4bTotal Earnings: US$3.3bTotal Revenue: US$148.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Components Industry Price to Earnings3Y Average 207x202420252026
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 0.71x.
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-0.028%
Consumer Discretionary-0.70%
Auto Components-0.018%
Tires and Rubber0.28%
Auto Parts and Equipment-0.025%
Industry PE
    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 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
    		MBLY Mobileye GlobalUS$9.0514.5%
    +US$970.7m    		-38.0%PS3.8x
    		VC VisteonUS$110.3610.4%
    +US$264.3m    		39.4%PE17.9x
    		HSAI Hesai GroupUS$22.485.1%
    +US$157.1m    		23.5%PE55.2x
    		GNTX GentexUS$23.443.0%
    +US$145.3m    		7.6%PE13.1x
    		GTX Garrett MotionUS$20.292.1%
    +US$76.9m    		120.3%PE12.3x

    Latest News

    KDK
    US$8.41
    Kodiak AI
    7D
    -9.6%
    1Y
    -25.2%
    HSAI
    US$22.48
    Hesai Group
    7D
    5.1%
    1Y
    23.5%
    MBLY
    US$9.05
    Mobileye Global
    7D
    14.5%
    1Y
    -38.0%
    GNTX
    US$23.44
    Gentex
    7D
    3.0%
    1Y
    7.6%
    QS
    US$6.97
    QuantumScape
    7D
    -0.1%
    1Y
    76.5%
    VC
    US$110.36
    Visteon
    7D
    10.4%
    1Y
    39.4%
    THRM
    US$29.91
    Gentherm
    7D
    3.5%
    1Y
    16.1%
    BWA
    US$54.31
    BorgWarner
    7D
    -0.8%
    1Y
    88.2%

    BWA: Data Center Power Contracts Will Drive Future Return Potential

    Analysts trimmed the BorgWarner fair value estimate by about $0.60 to $66.73, reflecting a mix of recent price target cuts from JPMorgan, Deutsche Bank and Wells Fargo that offset earlier upward revisions and upgrades tied to views on the company’s emerging data center power opportunity. Analyst Commentary Recent research on BorgWarner reflects a split view, with some firms cutting price targets after the latest rally in the shares while others have moved ratings or targets higher as they reassess the company’s data center power potential and core auto exposure.
    PATK
    US$94.32
    Patrick Industries
    7D
    -7.0%
    1Y
    22.5%

    PATK: Future Returns Will Reflect Potential LCI Combination And Aftermarket Resilience

    Analysts have trimmed their average price target for Patrick Industries by about $6, reflecting slightly lower fair value estimates, modestly higher discount rates, and adjusted assumptions for revenue growth, profit margins, and future P/E after a mix of target cuts from BMO Capital, Roth Capital, and KeyBanc, as well as earlier target increases from Baird and Benchmark. Analyst Commentary Recent research on Patrick Industries shows a split tape, with some analysts trimming targets and others lifting them, as they reassess what they are willing to pay for the company based on execution expectations, growth assumptions, and the P/E they apply to future earnings.
    ALV
    US$114.88
    Autoliv
    7D
    -2.4%
    1Y
    23.3%

    ALV: Completed Buyback And Motorcycle Safety Products Will Support Future Upside

    Analysts have slightly adjusted their price target on Autoliv to $132.18 from $133.91, reflecting updated assumptions about revenue growth, profit margins and future P/E expectations. What's in the News Autoliv completed a share repurchase program covering 2,102,854 shares, representing 2.76% of outstanding shares, for a total of US$250 million under the buyback announced on June 4, 2025 (Key Developments).
    SLDP
    US$3.49
    Solid Power
    7D
    -11.9%
    1Y
    220.2%
    LEA
    US$124.16
    Lear
    7D
    -3.4%
    1Y
    42.9%

    Lear: Expecting A Positive Q1 Surprise

    Apr 21
    APTV
    US$59.12
    Aptiv
    7D
    -2.8%
    1Y
    2.5%

    APTV: Versigent Spin Off And Margin Profile Will Drive Future Upside

    Aptiv's analyst fair value estimate has been revised from about $86.38 to $74.00 as analysts weigh a softer revenue outlook against slightly higher margin expectations and a richer future P/E, following a broad round of recent price target cuts and one modest increase. Analyst Commentary Recent research on Aptiv reflects a mixed backdrop, with a clear cluster of bearish analysts trimming price targets and expressing more caution on execution, growth, and valuation risks, even as a few major firms maintain a more constructive stance.
    DORM
    US$110.88
    Dorman Products
    7D
    0.6%
    1Y
    -1.1%

    DORM: Tariff Noise And Guidance Reset Will Clarify Long Term Margin Upside

    Analysts have trimmed the Street price targets for Dorman Products by $20 to $30, to a range of $140 to $162, citing softer out year guidance, tariff related noise in 2025 estimates, and recent share underperformance that contrasts with record margins, solid cash generation, and what they view as clear long term growth visibility. Analyst Commentary Recent research updates on Dorman Products show a mixed but generally constructive view, with analysts cutting price targets while still pointing to solid fundamentals and specific areas of execution risk.
    GTX
    US$20.29
    Garrett Motion
    7D
    2.1%
    1Y
    120.3%

    GTX: HVAC Compressor Advances And Buybacks Will Support Future Electrification Upside

    Analysts now peg Garrett Motion's fair value at about $22.17 per share versus roughly $22.20 previously. The revision reflects slightly updated views on the discount rate, revenue growth, profit margins and future P/E following recent bullish Street research.
    WRD
    US$7.82
    WeRide
    7D
    -3.5%
    1Y
    16.7%