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U.S. Auto Components Industry Analysis

UpdatedMar 25, 2026
DataAggregated Company Financials
Companies59
  • 7D-0.4%
  • 3M-8.4%
  • 1Y3.2%
  • YTD-10.6%

Last week, the Auto Components industry hasn't moved much but BorgWarner is up 5.2% in that time. The past year has been better, since the industry has gained 3.2% in that time. Looking forward, 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
Wed, 25 Mar 2026US$90.3bUS$146.5b-US$955,269,496.8117.2x-94.5x0.6x
Fri, 20 Feb 2026US$107.6bUS$148.9b-US$886,919,938.9320.4x-121.3x0.7x
Sun, 18 Jan 2026US$104.5bUS$147.6b-US$834,172,160.5722.8x-125.3x0.7x
Tue, 16 Dec 2025US$100.6bUS$147.6b-US$843,531,080.3518.7x-119.2x0.7x
Thu, 13 Nov 2025US$110.6bUS$150.2b-US$238,919,435.5323.5x-462.9x0.7x
Sat, 11 Oct 2025US$112.2bUS$148.9bUS$38.2m17.3x2932.7x0.8x
Mon, 08 Sep 2025US$110.0bUS$148.9bUS$39.4m17.3x2789.6x0.7x
Wed, 06 Aug 2025US$98.4bUS$149.0b-US$285,663,482.4015.6x-344.5x0.7x
Fri, 04 Jul 2025US$102.0bUS$148.3bUS$279.3m15.2x365.2x0.7x
Sun, 01 Jun 2025US$90.7bUS$148.3bUS$282.8m13.8x320.5x0.6x
Tue, 29 Apr 2025US$81.0bUS$149.5bUS$892.5m14.5x90.8x0.5x
Thu, 27 Mar 2025US$92.0bUS$149.4bUS$738.3m15.7x124.6x0.6x
Sat, 22 Feb 2025US$89.9bUS$149.2bUS$1.1b18.2x80.2x0.6x
Mon, 20 Jan 2025US$92.1bUS$150.3bUS$2.4b19.3x38.2x0.6x
Wed, 18 Dec 2024US$94.0bUS$150.3bUS$2.4b18.6x38.7x0.6x
Fri, 15 Nov 2024US$99.8bUS$159.3bUS$2.2b19.8x46.2x0.6x
Sun, 13 Oct 2024US$97.9bUS$162.3bUS$6.1b19.1x16x0.6x
Tue, 10 Sep 2024US$90.8bUS$153.0bUS$6.1b18.4x15x0.6x
Thu, 08 Aug 2024US$94.1bUS$152.9bUS$6.1b18.6x15.5x0.6x
Sat, 06 Jul 2024US$107.8bUS$153.6bUS$5.0b17.7x21.4x0.7x
Mon, 03 Jun 2024US$115.9bUS$153.6bUS$5.0b20.2x23.1x0.8x
Wed, 01 May 2024US$111.2bUS$153.7bUS$5.0b18.2x22.1x0.7x
Fri, 29 Mar 2024US$126.0bUS$155.5bUS$5.2b19.8x24.2x0.8x
Sun, 25 Feb 2024US$113.6bUS$155.6bUS$5.2b18.3x21.8x0.7x
Tue, 23 Jan 2024US$117.1bUS$156.2bUS$4.4b17.3x26.7x0.7x
Thu, 21 Dec 2023US$133.4bUS$156.2bUS$4.3b16.4x30.9x0.9x
Sat, 18 Nov 2023US$123.2bUS$156.2bUS$4.3b15.2x28.6x0.8x
Mon, 16 Oct 2023US$125.3bUS$154.6bUS$3.0b20.1x42x0.8x
Wed, 13 Sep 2023US$132.2bUS$154.6bUS$3.0b21.6x44.3x0.9x
Fri, 11 Aug 2023US$139.3bUS$154.6bUS$3.0b21.8x47.1x0.9x
Sun, 09 Jul 2023US$140.7bUS$152.7bUS$3.3b18.1x42.4x0.9x
Tue, 06 Jun 2023US$132.6bUS$149.4bUS$3.1b17.7x43.1x0.9x
Thu, 04 May 2023US$123.2bUS$147.1bUS$3.3b17.1x37.8x0.8x
Sat, 01 Apr 2023US$138.1bUS$145.6bUS$3.3b18.9x42.5x0.9x
Price to Earnings Ratio

42.5x


Total Market Cap: US$138.1bTotal Earnings: US$3.3bTotal Revenue: US$145.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Components Industry Price to Earnings3Y Average 212.9x202420252026
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 Market-2.29%
Consumer Discretionary-2.93%
Auto Components-0.45%
Auto Parts and Equipment-0.34%
Tires and Rubber-5.33%
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 32.2%, 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
BWA BorgWarnerUS$55.015.2%
+US$504.7m		86.5%PE40.9x
WRD WeRideUS$7.5617.4%
+US$383.5m		-53.1%PS26.1x
GNTX GentexUS$21.812.7%
+US$124.9m		-11.1%PE12.4x
PHIN PHINIAUS$67.345.1%
+US$124.4m		48.3%PE19.6x
DORM Dorman ProductsUS$105.193.8%
+US$117.4m		-16.5%PE15.5x

Latest News

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Kodiak AI
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-15.3%
1Y
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HSAI
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-17.6%
1Y
10.1%
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ECARX Holdings
7D
-25.3%
1Y
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APTV
US$70.92
Aptiv
7D
-1.5%
1Y
10.0%
GT
US$6.38
Goodyear Tire & Rubber
7D
-5.3%
1Y
-31.7%

GT: Q4 Beat And Early Q1 Execution Will Support Further Upside

Analysts have raised their price target on Goodyear Tire & Rubber by $2 to reflect better than expected Q4 results and a solid start to Q1, indicating improved confidence in the company’s execution. Analyst Commentary Bullish Takeaways Bullish analysts point to the Q4 beat as a sign that management is executing ahead of their prior expectations, which they see as supportive of a higher valuation multiple if this level of execution is sustained.
LEA
US$120.39
Lear
7D
1.5%
1Y
25.5%

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BWA
US$55.01
BorgWarner
7D
5.2%
1Y
86.5%
DORM
US$105.19
Dorman Products
7D
3.8%
1Y
-16.5%

DORM: Tariff Noise And CFO Transition Will Shape Margin Strength Upside Narrative

Analysts have reduced the price target on Dorman Products by $7.50 to reflect updated fair value and earnings assumptions, as recent research highlights lower long term guidance, tempered by resilient demand and solid margin execution. Analyst Commentary Recent research on Dorman Products reflects a mix of optimism around execution and demand trends, alongside more cautious views on guidance and earnings visibility.
XPEL
US$40.28
XPEL
7D
7.5%
1Y
19.2%

XPEL: Higher 2026 Revenue Outlook And Governance Shift Will Support Upside

Analysts have raised their price target on XPEL from $52.00 to about $55.33, citing updated views on fair value, revenue growth assumptions, profit margins and future P/E expectations. What's in the News XPEL issued earnings guidance for the first quarter of 2026, with the company expecting revenue of approximately US$112 million to US$114 million for the year (Key Developments).
GNTX
US$21.81
Gentex
7D
2.7%
1Y
-11.1%

GNTX: Future Auto Production And Capital Returns Will Support Higher Prices

Analysts have reduced their average price target on Gentex by a few dollars to reflect slightly lower assumptions for discount rate, revenue growth, profit margin, and future P/E, keeping fair value around $28.38. Analyst Commentary Recent Street research on Gentex reflects a slightly more cautious tone, with several firms trimming their price targets by US$1 to US$4 while keeping fair value estimates in a similar range.
QS
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QuantumScape
7D
-2.2%
1Y
44.9%

Solid State Battery Licensing Will Shape Future Earnings Power And Long Term Optionality

Catalysts About QuantumScape QuantumScape develops solid state lithium metal battery technology and licenses its cell designs and manufacturing processes to partners. What are the underlying business or industry changes driving this perspective?
MBLY
US$7.12
Mobileye Global
7D
-10.2%
1Y
-57.1%

MBLY: Surround ADAS Wins And ADAS Monetization Will Reshape Long Term Expectations

Analysts have trimmed their average price targets on Mobileye by a few dollars, reflecting lower P/E assumptions. At the same time, they highlight ongoing ADAS monetization, a growing Supervision and Surround ADAS pipeline, and mixed views on near term volume and competitive headwinds.
WRD
US$7.56
WeRide
7D
17.4%
1Y
-53.1%
GTX
US$17.96
Garrett Motion
7D
2.6%
1Y
103.9%

GTX: HVAC Partnerships And Buybacks Will Support Undervalued Electrification Upside

Analysts now place Garrett Motion's fair value price target at $22.20 per share, essentially unchanged from the prior $22.20. This reflects only minor model adjustments to the discount rate, long run revenue growth, profit margin and assumed future P/E.
PATK
US$112.08
Patrick Industries
7D
-2.1%
1Y
28.6%
PHIN
US$67.34
PHINIA
7D
5.1%
1Y
48.3%

PHIN: Future Cash Returns Will Rely On Executing Margin Expansion And Capital Returns

The analyst price target for PHINIA has shifted from an implied fair value of $85.25 to $86.75. Analysts point to recent target increases and valuation checks following the stock's rally as key drivers of this update.