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U.S. Auto Components Industry Analysis

UpdatedJan 29, 2026
DataAggregated Company Financials
Companies59
  • 7D-4.0%
  • 3M-1.1%
  • 1Y12.0%
  • YTD0.4%

Over the last 7 days, the Auto Components industry has dropped 4.0%, driven by a pullback from Mobileye Global of 13%. In the past year, the industry has gained 12%. As for the next few years, earnings are expected to grow by 35% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 29 Jan 2026US$104.2bUS$147.5b-US$890,699,186.5423.8x-117x0.7x
Sat, 27 Dec 2025US$99.9bUS$147.6b-US$844,821,780.2519.1x-118.2x0.7x
Mon, 24 Nov 2025US$102.3bUS$150.3b-US$759,603,970.5520.6x-134.7x0.7x
Wed, 22 Oct 2025US$112.5bUS$149.1bUS$74.7m18.4x1505.8x0.8x
Fri, 19 Sep 2025US$113.6bUS$148.9bUS$38.4m18.4x2959.4x0.8x
Sun, 17 Aug 2025US$106.3bUS$148.9bUS$42.5m16.7x2499.3x0.7x
Tue, 15 Jul 2025US$99.8bUS$148.3bUS$279.2m14.8x357.5x0.7x
Thu, 12 Jun 2025US$93.5bUS$148.3bUS$280.5m14.2x333.4x0.6x
Sat, 10 May 2025US$86.1bUS$148.2bUS$239.6m13.4x359.3x0.6x
Mon, 07 Apr 2025US$77.2bUS$149.4bUS$738.0m12.6x104.6x0.5x
Wed, 05 Mar 2025US$84.7bUS$149.3bUS$1.1b16.3x78.1x0.6x
Fri, 31 Jan 2025US$91.2bUS$150.0bUS$2.3b18.1x40.4x0.6x
Sun, 29 Dec 2024US$94.1bUS$150.3bUS$2.4b18x39x0.6x
Tue, 26 Nov 2024US$100.9bUS$159.3bUS$2.2b20.3x46.9x0.6x
Thu, 24 Oct 2024US$96.4bUS$162.1bUS$6.1b19.1x15.8x0.6x
Sat, 21 Sep 2024US$97.0bUS$153.0bUS$6.1b19x16x0.6x
Mon, 19 Aug 2024US$95.0bUS$153.0bUS$6.1b18.7x15.6x0.6x
Wed, 17 Jul 2024US$112.3bUS$153.6bUS$5.0b19.5x22.3x0.7x
Fri, 14 Jun 2024US$112.4bUS$153.6bUS$5.0b18.6x22.4x0.7x
Sun, 12 May 2024US$117.6bUS$153.7bUS$5.1b19.2x23.1x0.8x
Tue, 09 Apr 2024US$119.7bUS$153.8bUS$5.1b19.7x23.6x0.8x
Thu, 07 Mar 2024US$117.0bUS$155.6bUS$5.2b18.8x22.4x0.8x
Sat, 03 Feb 2024US$117.8bUS$157.0bUS$5.2b16.3x22.6x0.8x
Mon, 01 Jan 2024US$134.4bUS$156.2bUS$4.3b16.8x31.2x0.9x
Wed, 29 Nov 2023US$125.6bUS$156.2bUS$4.3b15x29.2x0.8x
Fri, 27 Oct 2023US$122.5bUS$155.3bUS$3.1b19.2x39.1x0.8x
Sun, 24 Sep 2023US$133.0bUS$154.6bUS$3.0b20.7x44.6x0.9x
Tue, 22 Aug 2023US$130.2bUS$154.6bUS$3.0b20.7x43.7x0.8x
Thu, 20 Jul 2023US$148.0bUS$152.7bUS$3.3b19.1x44.6x1x
Sat, 17 Jun 2023US$135.2bUS$149.4bUS$3.1b18.3x43.9x0.9x
Mon, 15 May 2023US$123.0bUS$147.5bUS$2.9b17.7x42x0.8x
Wed, 12 Apr 2023US$132.9bUS$145.5bUS$3.3b18.1x40.2x0.9x
Fri, 10 Mar 2023US$138.8bUS$145.7bUS$3.1b19.1x44.4x1x
Sun, 05 Feb 2023US$143.4bUS$146.5bUS$3.8b18.4x37.5x1x
Price to Earnings Ratio

37.5x


Total Market Cap: US$143.4bTotal Earnings: US$3.8bTotal Revenue: US$146.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Components Industry Price to Earnings3Y Average 219.8x202420252026
Current Industry PE
  • Investors are relatively neutral on the American Auto Components industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PS ratio of 0.74x.
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 Market0.90%
Consumer Discretionary-0.32%
Auto Components-4.04%
Tires and Rubber0.86%
Auto Parts and Equipment-4.17%
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 32.7%, which is higher than its past year's earnings decline of 12.5% per year.
Forecasted Growth
  • Analysts are most optimistic on the Tires and Rubber industry, expecting annual earnings growth of 109% over the next 5 years.
  • In contrast, the Auto Parts and Equipment industry is expected to see its earnings grow by 33% 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$9.493.0%
+US$49.0m		-13.8%PS100.9x
SRI StoneridgeUS$6.7415.2%
+US$24.9m		32.2%PS0.2x
GT Goodyear Tire & RubberUS$9.450.9%
+US$22.9m		4.2%PS0.1x
BWA BorgWarnerUS$48.280.04%
+US$4.3m		48.7%PE75.9x
KNDI Kandi Technologies GroupUS$1.023.6%
+US$3.0m		-8.1%PS0.8x

Latest News

QS
US$9.93
QuantumScape
7D
-10.1%
1Y
94.7%
APTV
US$77.81
Aptiv
7D
-3.1%
1Y
24.1%
KNDI
US$1.02
Kandi Technologies Group
7D
3.6%
1Y
-8.1%

There's Reason For Concern Over Kandi Technologies Group, Inc.'s (NASDAQ:KNDI) Massive 32% Price Jump

Jan 27
There's Reason For Concern Over Kandi Technologies Group, Inc.'s (NASDAQ:KNDI) Massive 32% Price Jump
DAN
US$29.15
Dana
7D
-3.5%
1Y
76.6%

DAN: Cost Savings And Buybacks Will Support Balanced Returns With 2025 Guidance

Analysts have raised their price target on Dana from about $26.71 to roughly $33.43. This change reflects updated assumptions that include a lower discount rate, slightly adjusted revenue expectations, firmer profit margins and a modestly higher future P/E multiple.
BWA
US$48.28
BorgWarner
7D
0.04%
1Y
48.7%

BWA: Margin Execution And Electrified Awards Will Shape A Fairly Balanced Outlook

Narrative update Analysts have lifted their fair value estimate for BorgWarner to about $50.54 per share. This move is supported by recent price target increases that highlight solid margin execution, modest revenue expectations across drivetrain mixes, and a slightly higher assumed future P/E multiple.
LEA
US$119.33
Lear
7D
-2.8%
1Y
24.8%

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Jan 25
Lear Corporation's (NYSE:LEA) Subdued P/E Might Signal An Opportunity
MBLY
US$9.51
Mobileye Global
7D
-12.6%
1Y
-40.6%
GT
US$9.45
Goodyear Tire & Rubber
7D
0.9%
1Y
4.2%

GT: Q3 Execution And Impairment Charges Will Shape Measured Upside Potential

Narrative Update Analysts have nudged their price target for Goodyear Tire & Rubber higher by US$2, citing the recent upward revision in their fair value estimate and expectations for a modestly stronger future P/E multiple following what they describe as solid Q3 traction. Analyst Commentary Recent research updates on Goodyear Tire & Rubber highlight a mix of cautious and constructive views around the stock, with price targets revised in both directions over the past few months.
HSAI
US$25.10
Hesai Group
7D
-12.8%
1Y
64.4%

Market Participants Recognise Hesai Group's (NASDAQ:HSAI) Revenues Pushing Shares 28% Higher

Jan 23
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VC
US$91.03
Visteon
7D
-4.9%
1Y
6.9%

VC: Local AI Platform Will Drive Future Upside Potential

Analysts have kept their fair value estimate for Visteon steady at $148.00, citing only slight tweaks to assumptions such as discount rate, revenue, profit margin and future P/E that did not materially affect their overall price target view. What's in the News Visteon and TomTom agreed to work together on what they describe as the first in car local AI conversational navigation assistant, combining Visteon's cognitoAI platform with TomTom's Automotive Navigation Application to keep processing largely on device and support hybrid connectivity for routing and traffic information (Client Announcements).
DORM
US$122.46
Dorman Products
7D
-4.4%
1Y
-7.5%

DORM: New CFO Appointment And Reaffirmed 2025 Outlook Will Support Upside

Analysts have reduced their price target on Dorman Products by about US$3 to reflect updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E, which are now slightly more conservative overall. What's in the News Dorman Products appointed Charles W.
KDK
US$9.49
Kodiak AI
7D
3.0%
1Y
-13.8%
SRI
US$6.74
Stoneridge
7D
15.2%
1Y
32.2%

There Is A Reason Stoneridge, Inc.'s (NYSE:SRI) Price Is Undemanding

Nov 07
There Is A Reason Stoneridge, Inc.'s (NYSE:SRI) Price Is Undemanding