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U.S. Auto Components Industry Analysis

UpdatedMay 04, 2026
DataAggregated Company Financials
Companies57
  • 7D-0.5%
  • 3M-6.9%
  • 1Y18.9%
  • YTD-6.7%

Last week, the Auto Components industry hasn't moved much but Garrett Motion is up 24% in that time. As for the the longer term, the industry is up 19% over the past 12 months. 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, 05 May 2026US$95.6bUS$156.0b-US$4,221,487,141.5818.7x-22.6x0.6x
Thu, 02 Apr 2026US$89.4bUS$146.6b-US$961,205,142.9017.7x-93x0.6x
Sat, 28 Feb 2026US$102.2bUS$149.0b-US$1,325,888,968.8719.4x-77x0.7x
Mon, 26 Jan 2026US$103.8bUS$147.5b-US$890,266,843.3524.5x-116.6x0.7x
Wed, 24 Dec 2025US$100.2bUS$147.6b-US$844,258,110.3918.9x-118.7x0.7x
Fri, 21 Nov 2025US$101.8bUS$150.2b-US$761,652,168.6922x-133.6x0.7x
Sun, 19 Oct 2025US$110.2bUS$149.1bUS$74.9m17.8x1471.4x0.7x
Tue, 16 Sep 2025US$111.8bUS$148.9bUS$38.6m18x2895.1x0.8x
Thu, 14 Aug 2025US$104.2bUS$148.8bUS$30.1m16.9x3461.1x0.7x
Sat, 12 Jul 2025US$101.0bUS$148.3bUS$279.6m15x361.4x0.7x
Mon, 09 Jun 2025US$91.2bUS$148.3bUS$282.3m13.5x322.9x0.6x
Wed, 07 May 2025US$82.8bUS$148.7bUS$634.5m15.9x130.4x0.6x
Fri, 04 Apr 2025US$86.0bUS$149.4bUS$738.0m12.7x116.5x0.6x
Sun, 02 Mar 2025US$87.9bUS$149.3bUS$1.1b17.5x81.1x0.6x
Tue, 28 Jan 2025US$94.0bUS$150.3bUS$2.4b19.2x38.9x0.6x
Thu, 26 Dec 2024US$92.5bUS$150.3bUS$2.4b18x38.3x0.6x
Sat, 23 Nov 2024US$98.5bUS$159.2bUS$2.2b19.8x45.8x0.6x
Mon, 21 Oct 2024US$98.6bUS$162.2bUS$6.1b20.1x16.1x0.6x
Wed, 18 Sep 2024US$91.6bUS$153.0bUS$6.1b19.5x15.1x0.6x
Fri, 16 Aug 2024US$92.6bUS$153.0bUS$6.1b19.3x15.2x0.6x
Sun, 14 Jul 2024US$111.1bUS$153.6bUS$5.0b18.4x22.1x0.7x
Tue, 11 Jun 2024US$117.6bUS$153.6bUS$5.0b19.3x23.4x0.8x
Thu, 09 May 2024US$118.4bUS$153.7bUS$5.1b18.7x23.3x0.8x
Sat, 06 Apr 2024US$119.4bUS$153.8bUS$5.1b19.7x23.6x0.8x
Mon, 04 Mar 2024US$118.9bUS$155.6bUS$5.2b19.5x22.7x0.8x
Wed, 31 Jan 2024US$120.0bUS$156.8bUS$4.5b17x26.6x0.8x
Fri, 29 Dec 2023US$136.0bUS$156.2bUS$4.3b16.9x31.6x0.9x
Sun, 26 Nov 2023US$127.2bUS$156.2bUS$4.3b15.2x29.6x0.8x
Tue, 24 Oct 2023US$121.8bUS$154.9bUS$3.0b19.4x40.4x0.8x
Thu, 21 Sep 2023US$135.9bUS$154.6bUS$3.0b20.9x45.6x0.9x
Sat, 19 Aug 2023US$130.5bUS$154.6bUS$3.0b20.6x43.8x0.8x
Mon, 17 Jul 2023US$146.3bUS$152.7bUS$3.3b18.8x44.1x1x
Wed, 14 Jun 2023US$135.9bUS$149.4bUS$3.1b18.5x44.1x0.9x
Fri, 12 May 2023US$124.8bUS$147.5bUS$2.9b18x42.7x0.8x
Price to Earnings Ratio

42.7x


Total Market Cap: US$124.8bTotal 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 206.7x202420252026
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 Market0.91%
Consumer Discretionary0.69%
Auto Components-0.50%
Auto Parts and Equipment-0.49%
Tires and Rubber-0.83%
Industry PE
    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 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
    		GTX Garrett MotionUS$25.0019.7%
    +US$771.3m    		124.0%PE13.7x
    		BWA BorgWarnerUS$56.261.6%
    +US$179.3m    		91.0%PE41.9x
    		LEA LearUS$129.833.4%
    +US$144.6m    		46.9%PE14.9x
    		VGNT VersigentUS$36.173.5%
    +US$87.4m    		n/aPE4.9x
    		QS QuantumScapeUS$7.191.8%
    +US$80.0m    		85.8%PB4x

    Latest News

    XPEL
    US$47.92
    XPEL
    7D
    3.1%
    1Y
    64.0%
    BWA
    US$56.26
    BorgWarner
    7D
    1.6%
    1Y
    91.0%
    PATK
    US$85.13
    Patrick Industries
    7D
    -11.6%
    1Y
    2.7%
    GNTX
    US$22.59
    Gentex
    7D
    -5.3%
    1Y
    4.5%

    GNTX: Mixed Sentiment And Updated Guidance Will Shape A Measured Outlook

    Analysts have raised the Gentex fair value estimate from $22.00 to $25.00, reflecting updated assumptions on the discount rate, revenue growth, profit margin, and future P/E following a series of recent price target adjustments across the Street. Analyst Commentary Recent Street research on Gentex shows a mix of more constructive and more cautious views, with several bearish analysts adjusting price targets downward even as others raise theirs.
    GTX
    US$25.00
    Garrett Motion
    7D
    19.7%
    1Y
    124.0%

    Turbo Share Gains And New Energy Technologies Will Support Stronger Long Term Earnings Potential

    Catalysts About Garrett Motion Garrett Motion supplies turbochargers and related technologies for light vehicles, commercial vehicles and industrial applications, along with newer zero emission and compression technologies. What are the underlying business or industry changes driving this perspective?
    VC
    US$108.16
    Visteon
    7D
    -4.4%
    1Y
    34.3%

    VC: Capital Returns And Dividend Increases Will Drive Future Upside

    Analysts have adjusted their price target on Visteon from $130 to $135. This change reflects updated assumptions around revenue growth, profit margins, the discount rate used in their models, and the future P/E multiple.
    LCII
    US$106.79
    LCI Industries
    7D
    -9.9%
    1Y
    35.6%

    LCII: Content Wins And Aftermarket Strength Will Drive Future Earnings Power

    Analysts trimmed their average price target on LCI Industries by $12 while still pointing to stronger than expected Q4 results, solid FY26 guidance, and improving RV content and aftermarket trends as key supports for the updated outlook. Analyst Commentary Recent Street research on LCI Industries has centered on better than expected Q4 results, higher long term guidance and a reset in price targets that still reflects confidence in the company’s execution and end market positioning.
    LEA
    US$129.83
    Lear
    7D
    3.4%
    1Y
    46.9%
    PHIN
    US$74.23
    PHINIA
    7D
    2.9%
    1Y
    77.0%
    DORM
    US$110.85
    Dorman Products
    7D
    0.5%
    1Y
    -3.6%

    DORM: Tariff Noise And Guidance Reset Will Support Margin And Cash Flow Visibility

    Narrative Update The analyst price target on Dorman Products has moved slightly lower by $0.75. Analysts cited reduced longer term estimates, updated guidance and recent target cuts that still reflect confidence in demand trends, margins and cash generation despite near term tariff and guidance noise.
    VGNT
    US$36.17
    Versigent
    7D
    3.5%
    1Y
    n/a
    HSAI
    US$21.63
    Hesai Group
    7D
    -7.6%
    1Y
    20.5%

    HSAI: Future Profitability Hinges On Execution Of Spatial Intelligence Shift

    Analysts have adjusted Hesai Group's fair value estimate to $25.22 from $24.03, reflecting updated assumptions on discount rate, revenue growth, profit margins, and a higher future P/E, informed by a mix of newly bullish initiations and a recent price target cut on the Street. Analyst Commentary Recent Street research around Hesai Group has been mixed.
    WRD
    US$7.83
    WeRide
    7D
    -4.2%
    1Y
    14.3%
    MBLY
    US$8.65
    Mobileye Global
    7D
    -4.0%
    1Y
    -40.5%

    MBLY: ADAS Monetization And Contract Wins Will Face Heightened Execution Scrutiny

    Narrative Update on Mobileye Global The updated analyst price target for Mobileye Global reflects a reduction of $1.50 in fair value estimates. Analysts are incorporating slightly higher discount rates, more measured revenue growth and profit margin assumptions, and a lower forward P/E multiple into their models.
    QS
    US$7.19
    QuantumScape
    7D
    1.8%
    1Y
    85.8%
    DAN
    US$34.66
    Dana
    7D
    -9.9%
    1Y
    138.5%

    DAN: Expanded Buybacks And Higher Dividend Will Support Balanced Future Returns

    Analysts have adjusted their price target for Dana to $40.71 from $39.57 as they factor in updated assumptions for the discount rate, revenue growth, profit margin, and future P/E expectations. What's in the News Dana expanded its equity buyback plan on February 11, 2026, increasing the authorization by US$1,000 million to a total of US$2,000 million and extending the program through 2030 (Key Developments).