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U.S. Auto Components Industry Analysis

UpdatedMay 15, 2026
DataAggregated Company Financials
Companies55
  • 7D4.7%
  • 3M-8.3%
  • 1Y14.3%
  • YTD-2.2%

Over the last 7 days, the Auto Components industry has risen 1.5%, driven by gains from BorgWarner of 16%. During this same period, the Goodyear Tire & Rubber underperformed, falling 16%. In the last 12 months, the industry was up 11%. 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
Fri, 15 May 2026US$96.6bUS$148.7b-US$4,219,494,605.5019.9x-22.9x0.6x
Sun, 12 Apr 2026US$92.1bUS$155.4b-US$431,652,295.9016.2x-213.4x0.6x
Tue, 10 Mar 2026US$93.6bUS$146.6b-US$1,415,472,591.3018.1x-66.1x0.6x
Thu, 05 Feb 2026US$101.3bUS$148.5b-US$1,054,637,851.5726.6x-96.1x0.7x
Sat, 03 Jan 2026US$98.8bUS$147.6b-US$833,520,799.7819.2x-118.5x0.7x
Mon, 01 Dec 2025US$107.3bUS$150.3b-US$656,902,963.6721.3x-163.3x0.7x
Wed, 29 Oct 2025US$113.5bUS$149.1bUS$2.7b18.6x41.7x0.8x
Fri, 26 Sep 2025US$113.8bUS$148.9bUS$39.3m18.2x2892.5x0.8x
Sun, 24 Aug 2025US$109.2bUS$148.9bUS$40.8m17.1x2679.6x0.7x
Tue, 22 Jul 2025US$101.5bUS$148.4bUS$307.7m14.6x329.7x0.7x
Thu, 19 Jun 2025US$90.0bUS$148.3bUS$280.3m13.4x321.1x0.6x
Sat, 17 May 2025US$91.3bUS$148.2bUS$235.6m14.1x387.5x0.6x
Mon, 14 Apr 2025US$74.4bUS$149.4bUS$738.1m12.1x100.7x0.5x
Wed, 12 Mar 2025US$85.7bUS$149.3bUS$1.1b15.8x79x0.6x
Fri, 07 Feb 2025US$89.1bUS$149.7bUS$1.0b18x88.8x0.6x
Sun, 05 Jan 2025US$95.2bUS$150.3bUS$2.4b18.1x39.4x0.6x
Tue, 03 Dec 2024US$94.5bUS$150.3bUS$2.4b19.5x38.9x0.6x
Thu, 31 Oct 2024US$100.8bUS$162.0bUS$5.8b19.6x17.4x0.6x
Sat, 28 Sep 2024US$97.6bUS$153.0bUS$6.1b19.3x16x0.6x
Mon, 26 Aug 2024US$98.8bUS$153.0bUS$6.1b19.8x16.3x0.6x
Wed, 24 Jul 2024US$108.1bUS$153.6bUS$5.1b19.3x21.1x0.7x
Fri, 21 Jun 2024US$107.4bUS$153.6bUS$5.0b18.4x21.4x0.7x
Sun, 19 May 2024US$118.4bUS$153.7bUS$5.1b19.1x23.3x0.8x
Tue, 16 Apr 2024US$116.3bUS$153.8bUS$5.1b18.6x23x0.8x
Thu, 14 Mar 2024US$119.2bUS$155.5bUS$5.2b18.4x22.9x0.8x
Sat, 10 Feb 2024US$117.8bUS$154.4bUS$4.9b17.8x24.1x0.8x
Mon, 08 Jan 2024US$120.1bUS$156.2bUS$4.4b16.6x27.4x0.8x
Wed, 06 Dec 2023US$126.1bUS$156.2bUS$4.3b15.4x29.2x0.8x
Fri, 03 Nov 2023US$118.9bUS$156.4bUS$4.6b17.6x26x0.8x
Sun, 01 Oct 2023US$135.0bUS$154.6bUS$3.0b20.9x45.2x0.9x
Tue, 29 Aug 2023US$130.4bUS$154.6bUS$3.0b20.7x43.7x0.8x
Thu, 27 Jul 2023US$146.1bUS$153.3bUS$3.3b20.5x44.4x1x
Sat, 24 Jun 2023US$129.2bUS$149.4bUS$3.1b17.1x42x0.9x
Mon, 22 May 2023US$126.5bUS$147.5bUS$2.9b17.8x43.2x0.9x
Price to Earnings Ratio

43.2x


Total Market Cap: US$126.5bTotal 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 206.1x202420252026
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 Market1.15%
Consumer Discretionary-0.58%
Auto Components4.72%
Auto Parts and Equipment5.16%
Tires and Rubber-15.57%
Industry PE
    Forecasted Growth
    • Analysts are most optimistic on the Auto Parts and Equipment industry, expecting annual earnings growth of 31% over the next 5 years.
    • This is better than its past earnings growth rate of 7.0% per year.
    • 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
    		BWA BorgWarnerUS$67.4215.9%
    +US$1.9b    		103.9%PE38.2x
    		MBLY Mobileye GlobalUS$10.3817.0%
    +US$1.3b    		-34.9%PS4.3x
    		GTX Garrett MotionUS$31.8717.9%
    +US$906.0m    		168.3%PE17.4x
    		QS QuantumScapeUS$8.6017.0%
    +US$768.9m    		101.9%PB4.8x
    		VGNT VersigentUS$44.8314.9%
    +US$413.3m    		n/aPE6.2x

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