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U.S. Auto Components Industry Analysis

UpdatedMay 07, 2026
DataAggregated Company Financials
Companies56
  • 7D4.7%
  • 3M-6.2%
  • 1Y20.8%
  • YTD-5.1%

The Auto Components industry has gained 4.7% in the last week and Autoliv up 4.4%. In the same time, Aptiv was down 5.2%. In the last 12 months, the industry was up 21%. As for the next few years, earnings are expected to grow by 33% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 08 May 2026US$92.0bUS$148.1b-US$3,981,460,640.3719.9x-23.1x0.6x
Sun, 05 Apr 2026US$87.7bUS$146.6b-US$958,324,732.9517.5x-91.6x0.6x
Tue, 03 Mar 2026US$99.7bUS$149.0b-US$1,325,888,968.8719.3x-75.2x0.7x
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
Price to Earnings Ratio

42x


Total Market Cap: US$123.0bTotal Earnings: US$2.9bTotal Revenue: US$147.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Components Industry Price to Earnings3Y Average 206.5x202420252026
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 Market3.19%
Consumer Discretionary3.00%
Auto Components4.69%
Auto Parts and Equipment4.71%
Tires and Rubber3.53%
Industry PE
    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 31% 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$121.014.4%
    +US$380.3m    		27.1%PE12.8x
    		LEA LearUS$135.296.4%
    +US$341.2m    		52.1%PE12.8x
    		DORM Dorman ProductsUS$124.5210.7%
    +US$336.7m    		0.2%PE19.6x
    		VGNT VersigentUS$39.0011.5%
    +US$280.3m    		n/aPE5.4x
    		GTX Garrett MotionUS$27.035.5%
    +US$265.8m    		137.9%PE14.8x

    Latest News

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    BorgWarner
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    1Y
    86.8%
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    1Y
    31.1%
    ALV
    US$121.01
    Autoliv
    7D
    4.4%
    1Y
    27.1%
    VGNT
    US$39.00
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    7D
    11.5%
    1Y
    n/a
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    7D
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    1Y
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    XPEL
    7D
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    1Y
    16.9%
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    7D
    10.7%
    1Y
    0.2%
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    7D
    -15.4%
    1Y
    129.9%
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    US$57.11
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    7D
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    1Y
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    2.1%
    1Y
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    PHINIA
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