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U.S. Auto Components Industry Analysis

UpdatedApr 05, 2026
DataAggregated Company Financials
Companies59
  • 7D0.7%
  • 3M-14.2%
  • 1Y20.5%
  • YTD-12.6%

The Auto Components is pretty flat in the last 7 days, but Mobileye Global has stood out, gaining 11%. The past year has been better, since the industry has gained 20% in that time. As for the next few years, earnings are expected to grow by 31% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
Wed, 12 Apr 2023US$132.9bUS$145.5bUS$3.3b18.1x40.2x0.9x
Price to Earnings Ratio

40.2x


Total Market Cap: US$132.9bTotal Earnings: US$3.3bTotal Revenue: US$145.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Components Industry Price to Earnings3Y Average 211.5x202420252026
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 0.72x.
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 Market3.46%
Consumer Discretionary2.68%
Auto Components0.67%
Tires and Rubber3.25%
Auto Parts and Equipment0.43%
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 29.5%, 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 104% 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
MBLY Mobileye GlobalUS$7.4510.7%
+US$605.8m		-43.4%PS3.3x
HSAI Hesai GroupUS$20.6311.9%
+US$344.1m		35.1%PE51.2x
WRD WeRideUS$7.8112.3%
+US$267.7m		-30.5%PS26.6x
PATK Patrick IndustriesUS$114.546.7%
+US$223.5m		45.7%PE28.1x
ALV AutolivUS$105.292.7%
+US$206.6m		30.5%PE10.7x

Latest News

MBLY
US$7.45
Mobileye Global
7D
10.7%
1Y
-43.4%

Mobileye: Stuck In Neutral

Apr 04
CPS
US$28.66
Cooper-Standard Holdings
7D
-1.1%
1Y
106.9%
DORM
US$100.90
Dorman Products
7D
-3.5%
1Y
-12.9%

DORM: Tariff Uncertainty And Guidance Reset Will Shape Margin Upside Potential

Analysts have trimmed their average price targets on Dorman Products by $20 to $30, to a range of about $140 to $162, citing reduced 2026 estimates tied to tariffs and softer guidance, even as they highlight solid recent margins, cash generation, and steady demand across Light Duty, Heavy Duty, and Specialty categories. Analyst Commentary Recent Street research reflects a mix of optimism about Dorman Products' fundamentals and caution around guidance and tariffs, which together are shaping how analysts think about valuation and execution risk.
XPEL
US$44.16
XPEL
7D
9.3%
1Y
62.1%

XPEL: Future Margin Strength And Partnerships Will Likely Support Share Upside

Analysts have kept their XPEL price target steady at $55.00, citing updated assumptions around the discount rate, revenue growth, profit margin, and future P/E that together support maintaining this valuation level. What's in the News XPEL partnered with Stellantis to provide protective films and coatings for the 2026 Jeep Gladiator "Shadow Ops" Special Edition showcased at the 2026 Easter Jeep Safari in Moab, Utah, including custom XPEL vehicle graphics to highlight the collaboration at the event (Key Developments).
VGNT
US$28.10
Versigent
7D
-7.0%
1Y
n/a
GNTX
US$21.51
Gentex
7D
-1.0%
1Y
-2.8%

GNTX: Future Margin Execution Will Support Bullish Long Term Earnings Profile

Gentex's analyst price target has been adjusted lower by about $0.91 as analysts factor in updated assumptions around revenue growth, profit margins, and a lower future P/E multiple, following a mix of new initiations and modest target cuts from recent research. Analyst Commentary Recent research on Gentex reflects a mixed set of target adjustments, but there are still clear pockets of optimism that focus on the company’s ability to execute on its plan and support its current valuation framework.
DCH
US$6.10
Dauch
7D
8.7%
1Y
78.9%

DCH: Dowlais Merger Synergies Will Drive Future Margin Expansion Potential

Narrative Update on Dauch The analyst price target for Dauch has moved to a range centered around $8 to $10, supported by analysts who cite a relatively de-risked valuation, comfort with margin targets, anticipated benefits from the Dowlais acquisition, and a more supportive North American auto backdrop, including a GM production boost viewed as incrementally positive. Analyst Commentary Recent Street research on Dauch centers on the merger with Dowlais, valuation support relative to earnings expectations, and the evolving backdrop for North American auto production.
APTV
US$60.99
Aptiv
7D
-9.0%
1Y
15.1%
SMP
US$35.55
Standard Motor Products
7D
-0.7%
1Y
52.6%
HSAI
US$20.63
Hesai Group
7D
11.9%
1Y
35.1%

HSAI: Execution On New Supply Agreements Will Support Future Repricing

Narrative Update on Hesai Group Analysts have trimmed their fair value estimate for Hesai Group to about $30 from roughly $32, reflecting slightly lower revenue growth and margin assumptions. However, recent bullish initiations and an upwardly revised future P/E expectation keep the long term story in focus.
FOXF
US$16.77
Fox Factory Holding
7D
-0.5%
1Y
-20.0%

FOXF: Cost Realignment And Board Refresh Will Drive Future Upside

Fox Factory Holding's updated analyst price target of $19, down from $25, reflects analysts' recalibrated views on slower revenue growth, lower margins, a higher discount rate, and a higher assumed future P/E multiple. Analyst Commentary Recent Street research shows a mixed but generally cautious stance toward Fox Factory Holding, with some price targets moving lower and commentary highlighting execution and growth risks in key segments.
WRD
US$7.81
WeRide
7D
12.3%
1Y
-30.5%
GTX
US$18.41
Garrett Motion
7D
3.7%
1Y
150.8%

GTX: HVAC Partnerships And Buybacks Will Support Future Electrification Upside

Analysts kept their average price target for Garrett Motion steady at $22.20, with only marginal tweaks to inputs such as discount rate, revenue growth, profit margin and future P/E. This reflects a largely unchanged view of the stock's valuation drivers.
BWA
US$52.83
BorgWarner
7D
-2.6%
1Y
104.1%

BWA: AI Data Center Power Deals Will Reshape Long Term Outlook

Analysts have adjusted the fair value estimate for BorgWarner slightly to $68.20. This change reflects updated assumptions around the discount rate, revenue growth, profit margins, and future P/E, following a series of recent rating changes and price target revisions across the Street.
PATK
US$114.54
Patrick Industries
7D
6.7%
1Y
45.7%

PATK: Future Returns Will Reflect Expanding Powersports And Aftermarket Contributions

Analysts have lifted their average price target on Patrick Industries by multiple increments, including recent increases of $42, $30, $10 and $15, as well as a move to $126, citing earnings resilience, aftermarket growth through RecPro and a growing powersports contribution to revenue. Analyst Commentary Recent research has focused on how Patrick Industries is executing against earnings expectations, expanding into aftermarket channels through RecPro and increasing powersports exposure, as analysts adjust their valuation frameworks.
ALV
US$105.29
Autoliv
7D
2.7%
1Y
30.5%

ALV: Share Repurchases And New Rider Safety Products Will Support Future Upside

Analysts have kept Autoliv's price target steady at $135.79, with only minor model tweaks to the discount rate, long term revenue growth, profit margin and future P/E assumptions. What's in the News Autoliv and RS Taichi are launching Autoliv's first fully developed wearable airbag vest for motorcycle riders, aimed at reducing critical injury risks and broadening Autoliv's presence beyond traditional light vehicle safety systems.