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U.S. Auto Components Industry Analysis

UpdatedFeb 27, 2026
DataAggregated Company Financials
Companies61
  • 7D-3.1%
  • 3M3.6%
  • 1Y11.8%
  • YTD0.005%

Over the last 7 days, the Auto Components industry has dropped 3.1%, driven by Aptiv declining 4.3%. Meanwhile, Garrett Motion actually outperformed within the industry, gaining 6.1% in the last week. In the past year, the industry has gained 12%. 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
Fri, 27 Feb 2026US$102.7bUS$149.0b-US$1,033,906,621.3619.5x-99.4x0.7x
Sun, 25 Jan 2026US$103.8bUS$147.5b-US$890,266,843.3524.5x-116.6x0.7x
Tue, 23 Dec 2025US$100.9bUS$147.6b-US$844,049,352.4719.2x-119.5x0.7x
Thu, 20 Nov 2025US$103.1bUS$150.2b-US$761,747,460.1622.7x-135.4x0.7x
Sat, 18 Oct 2025US$111.9bUS$148.9bUS$37.9m17.8x2951x0.8x
Mon, 15 Sep 2025US$111.8bUS$148.9bUS$38.9m17.8x2875.9x0.8x
Wed, 13 Aug 2025US$100.0bUS$148.8bUS$32.5m16.5x3079.1x0.7x
Fri, 11 Jul 2025US$101.0bUS$148.3bUS$279.6m15x361.4x0.7x
Sun, 08 Jun 2025US$91.2bUS$148.3bUS$282.3m13.5x322.9x0.6x
Tue, 06 May 2025US$82.9bUS$149.0bUS$626.7m16.4x132.3x0.6x
Thu, 03 Apr 2025US$84.8bUS$149.4bUS$737.3m13.8x115x0.6x
Sat, 01 Mar 2025US$87.9bUS$149.3bUS$1.1b17.5x81x0.6x
Mon, 27 Jan 2025US$94.0bUS$150.3bUS$2.4b19x38.9x0.6x
Wed, 25 Dec 2024US$92.5bUS$150.3bUS$2.4b18x38.3x0.6x
Fri, 22 Nov 2024US$96.5bUS$159.3bUS$2.2b19.5x44.8x0.6x
Sun, 20 Oct 2024US$98.6bUS$162.2bUS$6.1b20.1x16.1x0.6x
Tue, 17 Sep 2024US$91.4bUS$153.0bUS$6.1b19.1x15.1x0.6x
Thu, 15 Aug 2024US$94.0bUS$153.0bUS$6.1b18.5x15.5x0.6x
Sat, 13 Jul 2024US$110.2bUS$153.6bUS$5.0b18.4x21.9x0.7x
Mon, 10 Jun 2024US$117.5bUS$153.6bUS$5.0b19.5x23.4x0.8x
Wed, 08 May 2024US$118.2bUS$153.7bUS$5.1b18.6x23.4x0.8x
Fri, 05 Apr 2024US$121.2bUS$153.8bUS$5.1b19.5x23.9x0.8x
Sun, 03 Mar 2024US$118.9bUS$155.6bUS$5.2b19.5x22.7x0.8x
Tue, 30 Jan 2024US$119.3bUS$156.8bUS$4.5b16.8x26.4x0.8x
Thu, 28 Dec 2023US$136.0bUS$156.2bUS$4.3b16.9x31.6x0.9x
Sat, 25 Nov 2023US$127.2bUS$156.2bUS$4.3b15.2x29.6x0.8x
Mon, 23 Oct 2023US$123.7bUS$154.9bUS$3.0b19.6x41.1x0.8x
Wed, 20 Sep 2023US$134.6bUS$154.6bUS$3.0b20.8x45.1x0.9x
Fri, 18 Aug 2023US$132.1bUS$154.6bUS$3.0b20.7x44.3x0.9x
Sun, 16 Jul 2023US$146.3bUS$152.7bUS$3.3b18.8x44.1x1x
Tue, 13 Jun 2023US$133.6bUS$149.4bUS$3.1b18.5x43.4x0.9x
Thu, 11 May 2023US$125.1bUS$147.5bUS$2.9b17.8x42.7x0.8x
Sat, 08 Apr 2023US$128.3bUS$145.5bUS$3.3b17.8x38.8x0.9x
Mon, 06 Mar 2023US$144.9bUS$145.7bUS$3.1b19.4x46.4x1x
Price to Earnings Ratio

46.4x


Total Market Cap: US$144.9bTotal Earnings: US$3.1bTotal Revenue: US$145.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Components Industry Price to Earnings3Y Average 215.8x202420252026
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 0.73x.
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 Market0.58%
Consumer Discretionary0.16%
Auto Components-3.06%
Auto Parts and Equipment-3.05%
Tires and Rubber-3.64%
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 31.9%, which is higher than its past year's earnings growth of 1.4% per year.
Forecasted Growth
  • Analysts are most optimistic on the Tires and Rubber industry, expecting annual earnings growth of 115% 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
GTX Garrett MotionUS$20.466.1%
+US$225.1m		109.6%PE12.5x
VC VisteonUS$98.735.1%
+US$129.4m		14.0%PE13.2x
DAN DanaUS$34.882.2%
+US$83.1m		132.5%PE60.3x
ECX ECARX HoldingsUS$1.7814.1%
+US$77.0m		-25.5%PS0.7x
SLDP Solid PowerUS$3.856.6%
+US$61.5m		215.6%PS47.4x

Latest News

DORM
US$116.55
Dorman Products
7D
-8.8%
1Y
-8.9%
XPEL
US$45.06
XPEL
7D
-10.2%
1Y
40.8%
QS
US$7.26
QuantumScape
7D
1.3%
1Y
51.2%
BWA
US$57.91
BorgWarner
7D
-4.0%
1Y
95.6%
GTX
US$20.46
Garrett Motion
7D
6.1%
1Y
109.6%
ALV
US$120.76
Autoliv
7D
-1.9%
1Y
25.0%
SLDP
US$3.85
Solid Power
7D
6.6%
1Y
215.6%
LCII
US$135.51
LCI Industries
7D
-7.1%
1Y
32.0%
DAN
US$34.88
Dana
7D
2.2%
1Y
132.5%

DAN: Buybacks And Leadership Transition Will Support Balanced Long Term Returns

Analysts have lifted their price target for Dana to $37.43 from $33.43. They point to slightly softer profit margin and revenue trends, along with a higher assumed future P/E multiple, as key drivers of the new view.
PATK
US$126.60
Patrick Industries
7D
-6.8%
1Y
41.3%

PATK: Future Returns Will Balance Powersports Aftermarket Expansion And Execution Risk

Patrick Industries' updated fair value estimate has increased from $133 to $137.20, reflecting analysts' higher price targets across multiple firms as they focus on slightly stronger revenue growth assumptions and a higher future P/E multiple, even as margin expectations remain broadly in line. Analyst Commentary Recent Street research on Patrick Industries centers on higher price targets and what that implies for execution, earnings resilience, and exposure to end markets like recreation and powersports.
VC
US$98.73
Visteon
7D
5.1%
1Y
14.0%
APTV
US$77.04
Aptiv
7D
-4.3%
1Y
17.9%

APTV: EDS Spinoff And Physical AI Will Shape Balanced Outlook

Aptiv's updated fair value estimate has been reduced by about $3.69 per share as analysts factor in a slightly higher discount rate, more measured revenue growth assumptions, stronger margin expectations, and a lower future P/E. This reflects both recent price target changes and increased confidence in the company's broader opportunity set highlighted in multiple upgrades.
THRM
US$33.00
Gentherm
7D
5.4%
1Y
-0.2%
CPS
US$39.70
Cooper-Standard Holdings
7D
1.0%
1Y
166.1%
MBLY
US$8.75
Mobileye Global
7D
-4.8%
1Y
-45.8%

MBLY: Surround ADAS Awards And Supervision Pipeline Will Drive Future Upside

The analyst fair value estimate for Mobileye Global has moved from $18.20 to $15.64 as analysts weigh lower modeled profit margins and slightly softer revenue growth expectations against ongoing ADAS monetization and a growing Supervision and Surround ADAS pipeline. Analyst Commentary Recent research shows a split view on Mobileye, with some analysts highlighting the long term opportunity in advanced driver assistance systems, or ADAS, and others focusing on execution risks and reduced earnings power into the medium term.
ECX
US$1.78
ECARX Holdings
7D
14.1%
1Y
-25.5%