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U.S. Auto Components Industry Analysis

UpdatedJul 05, 2026
DataAggregated Company Financials
Companies57
  • 7D-1.6%
  • 3M5.1%
  • 1Y-4.9%
  • YTD-8.4%

Over the last 7 days, the Auto Components industry has dropped 1.6%, driven by BorgWarner declining 6.7%. Meanwhile, Mobileye Global actually outperformed within the industry, gaining 23% in the last week. Overall the industry is down 4.9% in 12 months. Looking forward, earnings are forecast to grow by 33% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 05 Jul 2026US$91.6bUS$148.8b-US$4,164,888,208.9920.2x-22x0.6x
Tue, 02 Jun 2026US$101.5bUS$148.8b-US$4,175,595,993.9819.9x-24.3x0.7x
Thu, 30 Apr 2026US$93.9bUS$155.9b-US$4,178,304,329.9318.7x-22.5x0.6x
Sat, 28 Mar 2026US$89.8bUS$146.6b-US$958,277,674.5816.9x-93.7x0.6x
Mon, 23 Feb 2026US$104.9bUS$148.9b-US$1,007,264,281.5620.6x-104.1x0.7x
Wed, 21 Jan 2026US$104.5bUS$147.6b-US$834,381,094.7522.9x-125.3x0.7x
Fri, 19 Dec 2025US$98.7bUS$147.6b-US$843,946,293.3719.8x-117x0.7x
Sun, 16 Nov 2025US$106.4bUS$150.2b-US$762,198,493.1323.2x-139.5x0.7x
Tue, 14 Oct 2025US$107.9bUS$148.9bUS$38.2m17.6x2826.8x0.7x
Thu, 11 Sep 2025US$111.7bUS$148.9bUS$38.7m17.5x2883.4x0.8x
Sat, 09 Aug 2025US$100.8bUS$148.9b-US$70,991,509.9515x-1419.8x0.7x
Mon, 07 Jul 2025US$102.0bUS$148.3bUS$279.1m15.2x365.4x0.7x
Wed, 04 Jun 2025US$88.7bUS$148.3bUS$282.3m13.8x314.4x0.6x
Fri, 02 May 2025US$81.5bUS$149.2bUS$872.0m15x93.4x0.5x
Sun, 30 Mar 2025US$85.5bUS$149.4bUS$736.8m14.4x116x0.6x
Tue, 25 Feb 2025US$89.9bUS$149.2bUS$1.1b18.3x80.2x0.6x
Thu, 23 Jan 2025US$93.9bUS$150.3bUS$2.4b19.2x38.9x0.6x
Sat, 21 Dec 2024US$89.5bUS$150.3bUS$2.4b17.8x37.1x0.6x
Mon, 18 Nov 2024US$95.1bUS$159.3bUS$2.2b19.4x44.1x0.6x
Wed, 16 Oct 2024US$96.1bUS$162.2bUS$6.1b19.3x15.7x0.6x
Fri, 13 Sep 2024US$88.8bUS$153.0bUS$6.1b18.5x14.6x0.6x
Sun, 11 Aug 2024US$93.1bUS$152.9bUS$6.1b17.6x15.3x0.6x
Tue, 09 Jul 2024US$107.1bUS$153.6bUS$5.0b17.8x21.3x0.7x
Thu, 06 Jun 2024US$113.9bUS$153.6bUS$5.0b19.7x22.7x0.7x
Sat, 04 May 2024US$116.7bUS$154.1bUS$5.0b18.4x23.4x0.8x
Mon, 01 Apr 2024US$125.4bUS$155.4bUS$5.2b19.3x23.9x0.8x
Wed, 28 Feb 2024US$114.5bUS$155.6bUS$5.2b18.7x21.9x0.7x
Fri, 26 Jan 2024US$116.3bUS$156.2bUS$4.4b16.5x26.4x0.7x
Sun, 24 Dec 2023US$134.4bUS$156.2bUS$4.3b16.9x31.2x0.9x
Tue, 21 Nov 2023US$125.0bUS$156.2bUS$4.3b15.2x29x0.8x
Thu, 19 Oct 2023US$124.9bUS$154.6bUS$3.0b19.8x41.8x0.8x
Sat, 16 Sep 2023US$131.6bUS$154.6bUS$3.0b21x44.1x0.9x
Mon, 14 Aug 2023US$136.3bUS$154.6bUS$3.0b21.3x46.1x0.9x
Wed, 12 Jul 2023US$143.7bUS$152.7bUS$3.3b18.5x43.3x0.9x
Price to Earnings Ratio

43.3x


Total Market Cap: US$143.7bTotal 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 203x202420252026
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 Market1.63%
Consumer Discretionary2.72%
Auto Components-1.60%
Auto Parts and Equipment-1.55%
Tires and Rubber-3.65%
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
    		MBLY Mobileye GlobalUS$9.5722.5%
    +US$1.5b    		-49.8%PS4x
    		HSAI Hesai GroupUS$17.1916.1%
    +US$373.9m    		-21.6%PE38.7x
    		LCII LCI IndustriesUS$103.367.8%
    +US$181.9m    		5.5%PE12.4x
    		DORM Dorman ProductsUS$137.652.2%
    +US$88.5m    		7.5%PE21.6x
    		KDK Kodiak AIUS$5.324.1%
    +US$38.6m    		-52.9%PS235.3x

    Latest News

    KNDI
    US$0.72
    Kandi Technologies Group
    7D
    19.3%
    1Y
    -36.1%
    DAN
    US$24.91
    Dana
    7D
    -11.4%
    1Y
    39.8%
    New Narrative • Jul 02

    Backlog And Cost Cuts Will Strain Margins Before Longer Term Earnings Benefits Emerge

    Catalysts About Dana Dana is a mobility supplier that provides axles, driveshafts, sealing and thermal products for light vehicle, commercial vehicle, aftermarket and related applications. What are the underlying business or industry changes driving this perspective?
    GTX
    US$31.75
    Garrett Motion
    7D
    -9.6%
    1Y
    188.6%
    Narrative Update • Jul 02

    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.
    APTV
    US$58.89
    Aptiv
    7D
    -2.4%
    1Y
    -18.8%
    Narrative Update • Jul 02

    APTV: Non Auto Content And ADAS Platforms Will Reframe Post Spin Earnings Profile

    Analysts have trimmed their consolidated price target for Aptiv, with the fair value estimate moving from about $107 to roughly $92.56. This reflects updated models after the Versigent spin off while still highlighting Aptiv's growing exposure to non automotive markets and key auto supply chain areas such as active safety, cockpit, controllers, e powertrain, and lighting.
    LCII
    US$103.36
    LCI Industries
    7D
    7.8%
    1Y
    5.5%
    PATK
    US$85.03
    Patrick Industries
    7D
    -10.8%
    1Y
    -13.6%
    PHIN
    US$75.71
    PHINIA
    7D
    -10.7%
    1Y
    59.9%
    GNTX
    US$24.51
    Gentex
    7D
    -4.4%
    1Y
    6.0%
    HSAI
    US$17.19
    Hesai Group
    7D
    16.1%
    1Y
    -21.6%
    Narrative Update • Jul 01

    HSAI: Lidar Partnerships And Order Backlog Will Support Future Returns

    Analysts have trimmed their price target on Hesai Group to $28.60 from $33, citing more conservative revenue and profit forecasts and a lower valuation multiple in light of weaker than expected Q2 EV shipment trends. What’s in the News for Hesai Group Hesai Group detailed how its lidar solutions support autonomous mobile robots moving from controlled factories into outdoor environments, and highlighted that it has secured business from 40 automakers across more than 160 models worldwide, according to recent coverage.
    LEA
    US$130.85
    Lear
    7D
    -4.4%
    1Y
    26.3%
    KDK
    US$5.32
    Kodiak AI
    7D
    4.1%
    1Y
    -52.9%
    Narrative Update • Jun 26

    KDK: New Freight Contracts And Financing Will Drive Future Upside

    Analysts have adjusted their 12 month price target for Kodiak AI from approximately $15.90 to about $12.33, citing updated views on fair value, discount rate, revenue growth, profit margins, and future P/E assumptions. What’s in the News for Kodiak AI Kodiak AI closed a private placement transaction on May 8, 2026, following previously announced financing plans.
    WRD
    US$5.52
    WeRide
    7D
    0.4%
    1Y
    -32.2%
    Narrative Update • Jun 26

    WRD: Global Robotaxi Expansion Will Drive Future Upside Potential

    The analyst price target for WeRide has increased from $11.50 to $11.80, as analysts incorporate Q1 results and updated fleet guidance into modestly revised sales expectations for 2026 through 2028. Analyst Commentary Recent research on WeRide points to a generally constructive stance, but with clear flags around how the company executes on its growth plans and how much investors may be willing to pay for that growth.
    BWA
    US$63.52
    BorgWarner
    7D
    -6.7%
    1Y
    79.8%
    Narrative Update • Jun 26

    BWA: Non Auto Revenue Shift Will Drive Future Earnings Mix

    Analysts have raised the implied fair value estimate for BorgWarner to $95 from $82, reflecting higher assumed revenue growth, improved profit margins, and increased confidence in the company's non auto opportunities, as highlighted in recent price target revisions across the Street. Analyst Commentary BorgWarner is drawing increased attention from bullish analysts who see the company as a key beneficiary of non auto revenue streams and AI related demand, which is feeding into a series of higher valuation markers across the Street.
    ECX
    US$1.25
    ECARX Holdings
    7D
    6.8%
    1Y
    -42.1%
    Narrative Update • Jun 26

    ECX: Future Autonomy Contracts Will Drive Upside Despite Going Concern Risk

    Analysts have adjusted their fair value estimate for ECARX Holdings to $4.11 from $5.00, citing updated assumptions around discount rate, revenue growth, profit margin and future P/E that they believe better reflect the company’s current risk and earnings outlook. What’s in the News for ECARX Holdings ECARX Holdings signed a binding memorandum of business cooperation with TPK Holding to jointly develop the ORCA LiDAR platform for global markets, with mass production scheduled to start in 2028 at TPK’s facility in Thailand.
    MBLY
    US$9.57
    Mobileye Global
    7D
    22.5%
    1Y
    -49.8%
    DORM
    US$137.65
    Dorman Products
    7D
    2.2%
    1Y
    7.5%
    Analysis Article • Jun 21

    Dorman Products (DORM) Stock Could Be 17.5% Undervalued After Its $450 Million Debt Rework

    Why Dorman Products’ New Debt Moves Matter for Shareholders Dorman Products (DORM) has just reshaped its balance sheet, issuing US$450 million in senior notes and refinancing its revolving credit facility to US$800 million. These steps extend debt maturities and adjust its funding mix. For investors, this kind of refinancing can influence interest expense, liquidity and financial flexibility. All of these factors can affect how the stock might be viewed against its recent share price...