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U.S. Auto Components Industry Analysis

UpdatedSep 01, 2026
DataAggregated Company Financials
Companies62
  • 7D-2.2%
  • 3M-17.1%
  • 1Y-16.1%
  • YTD-13.1%

Over the last 7 days, the Auto Components industry has dropped 1.3%, driven by a pullback from Aptiv of 5.4%. Overall the industry is down 15% in 12 months. Looking forward, earnings are forecast to grow by 31% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 01 Sep 2026US$90.9bUS$159.7b-US$4,261,723,992.1217.8x-21.3x0.6x
Thu, 30 Jul 2026US$92.6bUS$148.9b-US$4,166,417,343.2121.3x-22.2x0.6x
Sat, 27 Jun 2026US$94.0bUS$148.8b-US$4,164,525,238.7221.7x-22.6x0.6x
Mon, 25 May 2026US$96.0bUS$148.8b-US$4,174,865,197.1619.1x-23x0.6x
Wed, 22 Apr 2026US$95.7bUS$155.6b-US$457,643,243.5118.6x-209.1x0.6x
Fri, 20 Mar 2026US$88.6bUS$146.5b-US$961,040,664.2516.9x-92.2x0.6x
Sun, 15 Feb 2026US$109.0bUS$148.8b-US$896,044,612.6221.7x-121.6x0.7x
Tue, 13 Jan 2026US$107.4bUS$147.6b-US$834,046,945.1822.9x-128.8x0.7x
Thu, 11 Dec 2025US$99.5bUS$147.6b-US$843,367,673.0818.6x-117.9x0.7x
Sat, 08 Nov 2025US$109.9bUS$150.2b-US$290,057,784.7222.4x-378.8x0.7x
Mon, 06 Oct 2025US$117.4bUS$148.9bUS$37.6m18.9x3123.7x0.8x
Wed, 03 Sep 2025US$108.8bUS$148.9bUS$39.4m17.3x2758.2x0.7x
Fri, 01 Aug 2025US$97.1bUS$148.5bUS$349.5m15.2x277.8x0.7x
Sun, 29 Jun 2025US$96.8bUS$148.3bUS$279.5m13.9x346.5x0.7x
Tue, 27 May 2025US$89.1bUS$148.2bUS$269.2m13.5x331x0.6x
Thu, 24 Apr 2025US$76.2bUS$149.4bUS$778.1m13x97.9x0.5x
Sat, 22 Mar 2025US$88.5bUS$149.4bUS$737.4m15.6x120x0.6x
Mon, 17 Feb 2025US$91.9bUS$149.4bUS$1.4b18x65.2x0.6x
Wed, 15 Jan 2025US$90.3bUS$150.3bUS$2.4b18.3x37.4x0.6x
Fri, 13 Dec 2024US$95.4bUS$150.3bUS$2.4b19.6x39.3x0.6x
Sun, 10 Nov 2024US$97.7bUS$159.4bUS$2.2b19.9x45.2x0.6x
Tue, 08 Oct 2024US$95.5bUS$153.0bUS$6.1b18.2x15.7x0.6x
Thu, 05 Sep 2024US$95.3bUS$153.0bUS$6.1b17.4x15.7x0.6x
Sat, 03 Aug 2024US$100.5bUS$153.2bUS$6.1b18.1x16.3x0.7x
Mon, 01 Jul 2024US$108.0bUS$153.6bUS$5.0b18x21.5x0.7x
Wed, 29 May 2024US$115.0bUS$153.6bUS$5.0b20.6x22.9x0.7x
Fri, 26 Apr 2024US$113.6bUS$153.5bUS$5.0b18.7x22.9x0.7x
Sun, 24 Mar 2024US$124.0bUS$155.5bUS$5.2b19.8x23.8x0.8x
Tue, 20 Feb 2024US$117.2bUS$155.8bUS$4.8b18.6x24.4x0.8x
Thu, 18 Jan 2024US$114.9bUS$156.2bUS$4.4b16.2x26.2x0.7x
Sat, 16 Dec 2023US$131.0bUS$156.2bUS$4.3b16.1x30.4x0.8x
Mon, 13 Nov 2023US$116.2bUS$156.2bUS$4.3b14.2x27.1x0.7x
Wed, 11 Oct 2023US$132.8bUS$154.6bUS$3.0b20.7x44.5x0.9x
Fri, 08 Sep 2023US$132.2bUS$154.6bUS$3.0b21.1x44.3x0.9x
Price to Earnings Ratio

44.3x


Total Market Cap: US$132.2bTotal Earnings: US$3.0bTotal Revenue: US$154.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Components Industry Price to Earnings3Y Average 199.5x202420252026
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 0.68x.
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 Market0.071%
Consumer Discretionary-0.77%
Auto Components-2.19%
Tires and Rubber1.11%
Auto Parts and Equipment-2.25%
Industry PE
    Forecasted Growth
    • Analysts are most optimistic on the Tires and Rubber industry, expecting annual earnings growth of 117% over the next 5 years.
    • In contrast, the Auto Parts and Equipment industry is expected to see its earnings grow by 29% 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$26.954.3%
    +US$207.0m    		107.5%PE14.1x
    		LEA LearUS$124.991.7%
    +US$103.1m    		13.6%PE11.1x
    		VGNT VersigentUS$47.400.9%
    +US$31.2m    		n/aPE6.4x
    		CAAS China Automotive SystemsUS$5.5115.9%
    +US$22.8m    		33.7%PE2.9x
    		GT Goodyear Tire & RubberUS$6.271.1%
    +US$20.2m    		-25.3%PS0.1x

    Latest News

    GNTX
    US$22.37
    Gentex
    7D
    -5.4%
    1Y
    -19.4%
    GT
    US$6.27
    Goodyear Tire & Rubber
    7D
    1.1%
    1Y
    -25.3%
    PHIN
    US$68.44
    PHINIA
    7D
    -3.9%
    1Y
    17.0%
    SMP
    US$37.72
    Standard Motor Products
    7D
    0.5%
    1Y
    -2.8%
    Seeking Alpha • Aug 27

    Standard Motor Products: Cheap For A Reason

    Summary Standard Motor Products appears undervalued at 8x forward P/E but faces structural headwinds that undermine the investment case. Premium positioning exposes SMP to trade-down risk as consumers and repair shops shift toward value-oriented parts, pressuring demand and revenue growth. Consensus estimates for mid-single-digit sales growth and 15% EPS growth appear overly optimistic, as recent growth has been largely driven by Temperature Control performance that is unlikely to be repeated. My base-case price target is $31.88 (17% downside); risk/reward skew favors a short with limited upside and substantial downside if demand and investor sentiment weaken further. Read the full article on Seeking Alpha
    APTV
    US$44.76
    Aptiv
    7D
    -5.4%
    1Y
    -43.7%
    CAAS
    US$5.51
    China Automotive Systems
    7D
    15.9%
    1Y
    33.7%
    GTX
    US$26.95
    Garrett Motion
    7D
    4.3%
    1Y
    107.5%
    Narrative Update • Aug 25

    GTX: Commercial And Industrial Shift Will Shape Future Non Auto Upside

    Garrett Motion's analyst price target has moved from about $35.67 to about $37.17 as analysts point to a higher fair value, a modestly adjusted discount rate, and expectations for stronger revenue growth, profit margins, and a slightly higher future P/E informed by recent research commentary. Analyst Commentary Recent research on Garrett Motion highlights a mix of optimism around execution and valuation support, alongside some caution about macro and sector specific risks that could affect the stock's trajectory.
    MBLY
    US$8.53
    Mobileye Global
    7D
    -1.7%
    1Y
    -37.9%
    Narrative Update • Aug 22

    MBLY: Autonomous Fleets And Robotics Will Support Earnings Beyond 2026

    Analysts have trimmed the fair value estimate for Mobileye Global from $23.06 to $20.85, as a series of lower Street price targets, tempered revenue growth expectations, and updated profitability and P/E assumptions filter into revised models, even though some firms still highlight the breadth of the product roadmap and the potential in advanced driver assistance and autonomous offerings. Analyst Commentary Recent Street research on Mobileye Global shows a split view, with several firms cutting price targets while a group of bullish analysts frame the current share price as disconnected from what they see as the company’s execution and product breadth.
    HSAI
    US$16.12
    Hesai Group
    7D
    -11.2%
    1Y
    -37.4%
    Narrative Update • Aug 21

    HSAI: Rising Lidar Shipments And New Wins Will Drive Future Repricing

    Analysts have trimmed the Hesai Group fair value estimate from about $30.26 to about $28.97, as recent price target cuts to $31, $30 and $26.50 reflect updated views on discount rates, long term P/E assumptions, and ongoing pricing and margin pressures despite resilient revenue growth and shipment guidance. Analyst Commentary Recent research on Hesai Group highlights a mix of optimism around growth and adoption potential alongside caution around valuation assumptions and ongoing pricing and margin pressures.
    VGNT
    US$47.40
    Versigent
    7D
    0.9%
    1Y
    n/a
    Seeking Alpha • Aug 21

    Versigent Has Already Run, But I Still See More Upside

    Summary Versigent delivered a strong first full quarter as an independent company, with sales up 10.8 percent and adjusted EBITDA up 24.8 percent. The stock is not as cheap as it was right after the Aptiv separation, but a valuation near 5.1 times expected 2026 adjusted EBITDA still looks reasonable. Debt and weak first-half cash conversion are the two issues I am watching most closely. I rate VGNT a Buy and value the shares at $58, about 24 percent above the current price. Read the full article on Seeking Alpha
    LCII
    US$100.63
    LCI Industries
    7D
    -3.7%
    1Y
    -4.5%
    Narrative Update • Aug 20

    LCII: Patrick Merger And Content Expansion Will Support Future Earnings Power

    Analysts have trimmed their fair value estimate for LCI Industries by about $7 to $164.23, citing lower Street price targets tied to softer RV industry trends, a modestly higher discount rate, and slightly more cautious assumptions for revenue growth, margins, and future P/E multiples. Analyst Commentary Recent Street research on LCI Industries points to a more cautious tone on near term RV demand, but it also highlights several areas where bullish analysts still see value in the stock.
    PATK
    US$81.72
    Patrick Industries
    7D
    -4.0%
    1Y
    -26.9%
    LEA
    US$124.99
    Lear
    7D
    1.7%
    1Y
    13.6%
    ALV
    US$121.21
    Autoliv
    7D
    -1.6%
    1Y
    -2.3%
    WKSP
    US$0.61
    Worksport
    7D
    11.2%
    1Y
    -80.4%
    CPS
    US$26.78
    Cooper-Standard Holdings
    7D
    1.0%
    1Y
    -27.3%