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U.S. Auto Components Industry Analysis

UpdatedJul 14, 2026
DataAggregated Company Financials
Companies56
  • 7D-2.3%
  • 3M1.7%
  • 1Y-4.7%
  • YTD-8.2%

Over the last 7 days, the Auto Components industry has dropped 2.3%, driven by QuantumScape declining 13%. The industry has fallen 4.7% in the last year. As for the next few years, earnings are expected to grow by 33% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 14 Jul 2026US$93.2bUS$148.8b-US$4,109,153,467.8320.2x-22.7x0.6x
Thu, 11 Jun 2026US$99.1bUS$148.8b-US$4,165,125,855.1920.1x-23.8x0.7x
Sat, 09 May 2026US$93.4bUS$148.7b-US$4,217,163,385.4520.2x-22.1x0.6x
Mon, 06 Apr 2026US$89.7bUS$146.6b-US$958,324,732.9517.5x-93.6x0.6x
Wed, 04 Mar 2026US$98.6bUS$146.5b-US$1,459,809,868.2517.4x-67.6x0.7x
Fri, 30 Jan 2026US$102.5bUS$147.5b-US$890,648,679.5823.9x-115.1x0.7x
Sun, 28 Dec 2025US$100.1bUS$147.6b-US$844,821,780.2519.1x-118.5x0.7x
Tue, 25 Nov 2025US$102.3bUS$150.3b-US$759,772,425.4420.7x-134.7x0.7x
Thu, 23 Oct 2025US$113.8bUS$149.1bUS$74.8m18.2x1520.6x0.8x
Sat, 20 Sep 2025US$116.8bUS$148.9bUS$38.5m18.3x3035.2x0.8x
Mon, 18 Aug 2025US$106.3bUS$148.9bUS$42.5m16.7x2499.3x0.7x
Wed, 16 Jul 2025US$101.1bUS$148.3bUS$279.5m14.4x361.5x0.7x
Fri, 13 Jun 2025US$94.0bUS$148.3bUS$279.5m13.9x336.3x0.6x
Sun, 11 May 2025US$87.5bUS$148.2bUS$239.6m13.4x365.3x0.6x
Tue, 08 Apr 2025US$77.2bUS$149.4bUS$738.7m12.2x104.6x0.5x
Thu, 06 Mar 2025US$83.2bUS$149.3bUS$1.1b16.8x76.8x0.6x
Sat, 01 Feb 2025US$92.6bUS$149.8bUS$2.3b17.5x41.1x0.6x
Mon, 30 Dec 2024US$94.1bUS$150.3bUS$2.4b18x39x0.6x
Wed, 27 Nov 2024US$101.0bUS$150.4bUS$2.1b19.6x47.3x0.7x
Fri, 25 Oct 2024US$94.9bUS$161.9bUS$6.1b19.3x15.6x0.6x
Sun, 22 Sep 2024US$95.0bUS$153.0bUS$6.1b19x15.6x0.6x
Tue, 20 Aug 2024US$95.0bUS$153.0bUS$6.1b18.9x15.6x0.6x
Thu, 18 Jul 2024US$115.2bUS$153.6bUS$5.0b19.4x22.9x0.7x
Sat, 15 Jun 2024US$112.4bUS$153.6bUS$5.0b18.8x22.4x0.7x
Mon, 13 May 2024US$117.6bUS$153.7bUS$5.1b19.2x23.1x0.8x
Wed, 10 Apr 2024US$120.2bUS$153.8bUS$5.1b19.8x23.7x0.8x
Fri, 08 Mar 2024US$120.2bUS$155.5bUS$5.2b18.9x22.9x0.8x
Sun, 04 Feb 2024US$117.8bUS$157.0bUS$5.2b16.3x22.6x0.8x
Tue, 02 Jan 2024US$134.4bUS$156.2bUS$4.3b16.8x31.2x0.9x
Thu, 30 Nov 2023US$124.5bUS$156.2bUS$4.3b15.2x28.9x0.8x
Sat, 28 Oct 2023US$118.2bUS$155.5bUS$3.3b18.5x36.1x0.8x
Mon, 25 Sep 2023US$133.0bUS$154.6bUS$3.0b20.7x44.6x0.9x
Wed, 23 Aug 2023US$130.2bUS$154.6bUS$3.0b20.7x43.6x0.8x
Fri, 21 Jul 2023US$145.6bUS$152.7bUS$3.3b19.3x43.9x1x
Price to Earnings Ratio

43.9x


Total Market Cap: US$145.6bTotal Earnings: US$3.3bTotal Revenue: US$152.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Components Industry Price to Earnings3Y Average 202.5x202420252026
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 0.70x.
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-0.93%
Consumer Discretionary-0.76%
Auto Components-2.35%
Auto Parts and Equipment-2.31%
Tires and Rubber-4.16%
Industry PE
    Forecasted Growth
    • Analysts are most optimistic on the Auto Parts and Equipment industry, expecting annual earnings growth of 33% over the next 5 years.
    • This is better than its past earnings growth rate of 11% per year.
    • In contrast, the Auto Parts and Equipment industry is expected to see its earnings grow by 33% 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
    		ALV AutolivUS$121.881.7%
    +US$153.5m    		3.7%PE12.9x
    		DAN DanaUS$27.244.2%
    +US$119.4m    		59.0%PS0.4x
    		LEA LearUS$135.301.2%
    +US$80.7m    		26.2%PE12.8x
    		THRM GenthermUS$36.123.9%
    +US$41.1m    		19.7%PE48.9x
    		WRD WeRideUS$5.742.0%
    +US$36.2m    		-33.4%PS17.6x

    Latest News

    HSAI
    US$15.13
    Hesai Group
    7D
    -13.4%
    1Y
    -36.1%
    WRD
    US$5.74
    WeRide
    7D
    2.0%
    1Y
    -33.4%
    QS
    US$6.28
    QuantumScape
    7D
    -13.3%
    1Y
    -37.5%
    KDK
    US$4.66
    Kodiak AI
    7D
    -12.4%
    1Y
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    Narrative Update • Jul 10

    KDK: Freight And Defense Deals Will Drive Future Upside Potential

    The analyst price target for Kodiak AI has moved from $22.00 to $15.00, with analysts pointing to updated assumptions for revenue growth, profit margins, and future P/E as the key drivers of this revision. What’s in the News for Kodiak AI Kodiak AI closed a private placement transaction on May 8, 2026, following previously announced financing plans.
    BWA
    US$63.64
    BorgWarner
    7D
    -3.4%
    1Y
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    DAN
    US$27.24
    Dana
    7D
    4.2%
    1Y
    59.0%
    Narrative Update • Jul 10

    DAN: Index Reclassification And Ongoing Buybacks Will Support Future Upside

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    ALV
    US$121.88
    Autoliv
    7D
    1.7%
    1Y
    3.7%
    MBLY
    US$9.75
    Mobileye Global
    7D
    -2.5%
    1Y
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    THRM
    US$36.12
    Gentherm
    7D
    3.9%
    1Y
    19.7%
    Narrative Update • Jul 09

    THRM: Share Repurchases And 2026 Guidance Will Support Higher Future Prices

    Analysts have reset their price target on Gentherm to $40.57 from $45.60, reflecting updated views on fair value, discount rates, revenue growth, profit margins, and future price-to-earnings (P/E) assumptions. What’s in the News for Gentherm Gentherm reported that, from January 1, 2026 to March 31, 2026, it repurchased 0 shares for US$0 million under its existing share buyback program.
    XPEL
    US$44.72
    XPEL
    7D
    -10.6%
    1Y
    25.7%
    Narrative Update • Jul 07

    XPEL: Manufacturing Expansion And Buybacks Will Support Balanced Long Term Outlook

    Analysts have trimmed their price target on XPEL to $51.67 from $55.33, citing updated assumptions for revenue growth, profit margins, and future P/E following recent research commentary, including the downgrade at Freedom Broker. What’s in the News for XPEL InvestingPro highlighted XPEL, Inc.
    FOXF
    US$17.33
    Fox Factory Holding
    7D
    3.6%
    1Y
    -38.2%
    Seeking Alpha • Jul 04

    Fox Factory Holding Corp Is Too Cheap To Ignore

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    VGNT
    US$40.63
    Versigent
    7D
    -4.4%
    1Y
    n/a
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    HLLY
    US$2.53
    Holley
    7D
    6.8%
    1Y
    22.2%
    Narrative Update • Jul 03

    HLLY: Share Repurchases And Product Expansion Will Support The Bullish Case

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    GTX
    US$31.50
    Garrett Motion
    7D
    -5.1%
    1Y
    176.6%
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    GTX: Future Product Pipeline And Partnerships May Support Further Upside

    Analysts have raised their fair value estimate for Garrett Motion from $31.37 to $41.85, citing higher price targets that reflect updated views on revenue growth, profit margins, and future P/E assumptions following recent research and the company's investor day. Analyst Commentary Recent Street research on Garrett Motion points to a cluster of higher price targets and generally constructive commentary, with several bullish analysts updating their views following the company’s investor day and the latest quarterly reporting cycle.
    STRT
    US$81.11
    Strattec Security
    7D
    5.0%
    1Y
    28.9%
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    LEA
    US$135.30
    Lear
    7D
    1.2%
    1Y
    26.2%