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U.S. Auto Components Industry Analysis

UpdatedApr 08, 2026
DataAggregated Company Financials
Companies59
  • 7D-4.3%
  • 3M-17.4%
  • 1Y25.8%
  • YTD-14.3%

The Auto Components industry is up 1.9% in the last week, with Mobileye Global up 4.5%. Meanwhile, Aptiv actually underperformed within the industry, shrinking 16% in the last week. This means that the industry has gained 22% over the past year. 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
Wed, 08 Apr 2026US$89.1bUS$155.4b-US$430,954,832.7815.6x-206.8x0.6x
Fri, 06 Mar 2026US$96.5bUS$146.6b-US$1,415,951,367.4018.6x-68.2x0.7x
Sun, 01 Feb 2026US$99.4bUS$147.9b-US$896,971,971.4523.6x-110.8x0.7x
Tue, 30 Dec 2025US$100.0bUS$147.6b-US$844,841,206.1919.2x-118.3x0.7x
Thu, 27 Nov 2025US$106.2bUS$150.3b-US$656,839,322.6821.2x-161.7x0.7x
Sat, 25 Oct 2025US$112.0bUS$149.0bUS$2.7b18.8x41.1x0.8x
Mon, 22 Sep 2025US$116.9bUS$148.9bUS$38.5m18.3x3039.2x0.8x
Wed, 20 Aug 2025US$106.6bUS$148.9bUS$41.9m16.7x2542.2x0.7x
Fri, 18 Jul 2025US$100.3bUS$148.3bUS$280.0m14.7x358.1x0.7x
Sun, 15 Jun 2025US$90.7bUS$148.3bUS$279.9m13.6x324x0.6x
Tue, 13 May 2025US$87.5bUS$148.2bUS$237.9m14.1x367.9x0.6x
Thu, 10 Apr 2025US$72.5bUS$149.4bUS$739.3m12.4x98x0.5x
Sat, 08 Mar 2025US$85.8bUS$149.3bUS$1.1b16.9x79.1x0.6x
Mon, 03 Feb 2025US$90.6bUS$149.8bUS$2.3b17.5x40.2x0.6x
Wed, 01 Jan 2025US$93.3bUS$150.3bUS$2.4b18.2x38.7x0.6x
Fri, 29 Nov 2024US$98.8bUS$150.4bUS$2.1b19.4x46.2x0.7x
Sun, 27 Oct 2024US$99.6bUS$162.0bUS$5.8b19.2x17.2x0.6x
Tue, 24 Sep 2024US$95.0bUS$153.0bUS$6.1b19x15.6x0.6x
Thu, 22 Aug 2024US$96.2bUS$153.0bUS$6.1b19.2x15.8x0.6x
Sat, 20 Jul 2024US$113.0bUS$153.6bUS$5.0b18.8x22.5x0.7x
Mon, 17 Jun 2024US$108.6bUS$153.6bUS$5.0b18.8x21.6x0.7x
Wed, 15 May 2024US$118.5bUS$153.7bUS$5.1b19.3x23.3x0.8x
Fri, 12 Apr 2024US$117.6bUS$153.8bUS$5.1b19x23.2x0.8x
Sun, 10 Mar 2024US$118.6bUS$155.5bUS$5.2b18.6x22.8x0.8x
Tue, 06 Feb 2024US$116.3bUS$157.0bUS$5.2b16.2x22.3x0.7x
Thu, 04 Jan 2024US$126.3bUS$156.2bUS$4.4b16.2x28.8x0.8x
Sat, 02 Dec 2023US$124.7bUS$156.2bUS$4.3b15.6x29x0.8x
Mon, 30 Oct 2023US$118.2bUS$155.5bUS$3.3b18.5x36.1x0.8x
Wed, 27 Sep 2023US$132.0bUS$154.6bUS$3.0b20.6x44.2x0.9x
Fri, 25 Aug 2023US$129.3bUS$154.6bUS$3.0b20.5x43.4x0.8x
Sun, 23 Jul 2023US$145.7bUS$153.3bUS$3.3b20.2x44.3x1x
Tue, 20 Jun 2023US$135.2bUS$149.4bUS$3.1b18.3x43.9x0.9x
Thu, 18 May 2023US$124.4bUS$147.5bUS$2.9b17.6x42.5x0.8x
Sat, 15 Apr 2023US$133.5bUS$145.5bUS$3.3b18.6x40.4x0.9x
Price to Earnings Ratio

40.4x


Total Market Cap: US$133.5bTotal 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 211.1x202420252026
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 0.72x.
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 Market1.21%
Consumer Discretionary-1.19%
Auto Components-4.26%
Tires and Rubber-0.15%
Auto Parts and Equipment-4.34%
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$7.184.5%
+US$260.8m		-44.6%PS3.2x
KDK Kodiak AIUS$7.7511.7%
+US$147.9m		-30.6%PS372.6x
VC VisteonUS$92.791.8%
+US$45.1m		37.9%PE12.4x
PATK Patrick IndustriesUS$111.560.4%
+US$16.2m		50.1%PE27.4x
SMP Standard Motor ProductsUS$35.432.0%
+US$15.3m		61.9%PE9.9x

Latest News

DORM
US$101.24
Dorman Products
7D
-3.0%
1Y
-10.2%
APTV
US$58.22
Aptiv
7D
-16.2%
1Y
17.9%

APTV: Spin Offs And ADAS Content Are Expected To Reframe Earnings Profile

Aptiv's analyst price target has been trimmed from $109 to $107 as analysts factor in weaker revenue growth expectations, alongside higher projected margins and a higher future P/E multiple. Analyst Commentary Recent research updates show a mix of reduced price targets and fresh upgrades, with several bullish analysts highlighting potential value as Aptiv prepares for portfolio changes and spin offs.
MBLY
US$7.18
Mobileye Global
7D
4.5%
1Y
-44.6%

Mobileye: Stuck In Neutral

Apr 04
LEA
US$118.00
Lear
7D
-2.5%
1Y
57.0%

LEA: Seating Premiumization And 2026 Execution Will Likely Support Balanced Risk Reward

Narrative Update on Lear Analysts have made a modest downward adjustment to Lear's consolidated price target, trimming it by $5. Recent research balances earlier broad target increases with views that much of the company's growth potential is already reflected in the current valuation.
VGNT
US$26.94
Versigent
7D
-15.4%
1Y
n/a
GNTX
US$21.36
Gentex
7D
-2.2%
1Y
2.5%

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.
VC
US$92.79
Visteon
7D
1.8%
1Y
37.9%

VC: Hybrid AI And ADAS Platforms Will Drive Future Upside

Analysts now set a lower price target for Visteon at $130, down from $148. This reflects updated views on slightly softer revenue growth assumptions, modestly adjusted profit margins, and a lower future P/E multiple.
SMP
US$35.43
Standard Motor Products
7D
2.0%
1Y
61.9%
QS
US$6.21
QuantumScape
7D
-2.7%
1Y
79.0%

Licensing Model And Eagle Line Progress Will Drive Long Term Solid State Battery Adoption

Catalysts About QuantumScape QuantumScape develops solid state lithium metal battery technology and aims to commercialize it through a capital light development and licensing model. What are the underlying business or industry changes driving this perspective?
WRD
US$7.47
WeRide
7D
-7.7%
1Y
-15.5%
SYPR
US$2.97
Sypris Solutions
7D
4.2%
1Y
85.6%
BWA
US$52.39
BorgWarner
7D
-3.4%
1Y
110.9%

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.
KDK
US$7.75
Kodiak AI
7D
11.7%
1Y
-30.6%
PATK
US$111.56
Patrick Industries
7D
0.4%
1Y
50.1%

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.
MKDW
US$6.95
MKDWELL Tech
7D
12.5%
1Y
-42.8%
ECX
US$1.00
ECARX Holdings
7D
2.3%
1Y
0.8%