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U.S. Auto Components Industry Analysis

UpdatedMay 30, 2026
DataAggregated Company Financials
Companies53
  • 7D5.5%
  • 3M3.8%
  • 1Y18.7%
  • YTD1.6%

Over the last 7 days, the Auto Components industry has risen 5.5%, driven by gains from Aptiv of 18%. Meanwhile, Hesai Group actually underperformed within the industry, shrinking 8.4% in the last week. This takes the industry's 12 month performance to a gain of 19%. 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
Sun, 31 May 2026US$101.5bUS$148.8b-US$4,175,595,993.9819.9x-24.3x0.7x
Tue, 28 Apr 2026US$96.8bUS$155.9b-US$4,178,680,174.5519.7x-23.2x0.6x
Thu, 26 Mar 2026US$90.2bUS$146.6b-US$954,463,198.5217.1x-94.5x0.6x
Sat, 21 Feb 2026US$105.5bUS$148.9b-US$1,007,264,281.5620.6x-104.7x0.7x
Mon, 19 Jan 2026US$104.5bUS$147.6b-US$834,172,160.5722.8x-125.3x0.7x
Wed, 17 Dec 2025US$99.3bUS$147.6b-US$843,925,317.1719.2x-117.7x0.7x
Fri, 14 Nov 2025US$110.1bUS$150.2b-US$239,659,328.1023.4x-459.2x0.7x
Sun, 12 Oct 2025US$108.4bUS$148.9bUS$38.2m17.3x2833.6x0.7x
Tue, 09 Sep 2025US$110.1bUS$148.9bUS$39.1m17.7x2814.9x0.7x
Thu, 07 Aug 2025US$99.5bUS$149.0b-US$240,186,723.9415.3x-414.1x0.7x
Sat, 05 Jul 2025US$102.0bUS$148.3bUS$279.1m15.2x365.4x0.7x
Mon, 02 Jun 2025US$90.7bUS$148.3bUS$282.8m13.8x320.5x0.6x
Wed, 30 Apr 2025US$81.0bUS$149.5bUS$847.1m14.9x95.6x0.5x
Fri, 28 Mar 2025US$118.9bUS$149.4bUS$739.3m15.1x160.8x0.8x
Sun, 23 Feb 2025US$89.9bUS$149.2bUS$1.1b18.2x80.2x0.6x
Tue, 21 Jan 2025US$92.1bUS$150.3bUS$2.4b19.3x38.2x0.6x
Thu, 19 Dec 2024US$94.5bUS$150.3bUS$2.4b18.1x39.2x0.6x
Sat, 16 Nov 2024US$95.6bUS$159.3bUS$2.2b19.4x44.3x0.6x
Mon, 14 Oct 2024US$97.9bUS$162.3bUS$6.1b19.1x16x0.6x
Wed, 11 Sep 2024US$90.8bUS$153.0bUS$6.1b17.7x15x0.6x
Fri, 09 Aug 2024US$92.2bUS$152.9bUS$6.1b18.2x15.1x0.6x
Sun, 07 Jul 2024US$107.1bUS$153.6bUS$5.0b17.7x21.3x0.7x
Tue, 04 Jun 2024US$115.9bUS$153.6bUS$5.0b20.3x23.1x0.8x
Thu, 02 May 2024US$111.2bUS$153.9bUS$5.0b18.2x22.4x0.7x
Sat, 30 Mar 2024US$125.4bUS$155.5bUS$5.2b19.3x24.1x0.8x
Mon, 26 Feb 2024US$113.5bUS$155.6bUS$5.2b18.3x21.8x0.7x
Wed, 24 Jan 2024US$117.1bUS$156.2bUS$4.4b17.3x26.7x0.7x
Fri, 22 Dec 2023US$131.4bUS$156.2bUS$4.3b16.8x30.5x0.8x
Sun, 19 Nov 2023US$123.2bUS$156.2bUS$4.3b15.2x28.6x0.8x
Tue, 17 Oct 2023US$127.9bUS$154.6bUS$3.0b20.4x42.8x0.8x
Thu, 14 Sep 2023US$131.6bUS$154.6bUS$3.0b21.1x44.1x0.9x
Sat, 12 Aug 2023US$136.3bUS$154.6bUS$3.0b21.3x46.1x0.9x
Mon, 10 Jul 2023US$140.7bUS$152.7bUS$3.3b18.1x42.4x0.9x
Wed, 07 Jun 2023US$133.2bUS$149.4bUS$3.1b18.1x43.3x0.9x
Price to Earnings Ratio

43.3x


Total Market Cap: US$133.2bTotal Earnings: US$3.1bTotal Revenue: US$149.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Components Industry Price to Earnings3Y Average 205.1x202420252026
Current Industry PE
  • Investors are relatively neutral on the American Auto Components industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • 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 Market1.47%
Consumer Discretionary1.56%
Auto Components5.53%
Auto Parts and Equipment5.57%
Tires and Rubber3.55%
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 11% 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
    		APTV AptivUS$67.9418.4%
    +US$2.2b    		1.7%PE39.4x
    		BWA BorgWarnerUS$71.829.1%
    +US$1.2b    		117.0%PE40.7x
    		QS QuantumScapeUS$8.989.5%
    +US$479.8m    		124.5%PB5x
    		ALV AutolivUS$127.123.6%
    +US$328.7m    		23.6%PE13.4x
    		VGNT VersigentUS$44.127.3%
    +US$212.0m    		n/aPE6.1x

    Latest News

    GTX
    US$32.76
    Garrett Motion
    7D
    -1.6%
    1Y
    209.1%
    BWA
    US$71.82
    BorgWarner
    7D
    9.1%
    1Y
    117.0%
    APTV
    US$67.94
    Aptiv
    7D
    18.4%
    1Y
    1.7%
    HSAI
    US$18.90
    Hesai Group
    7D
    -8.4%
    1Y
    0.2%
    QS
    US$8.98
    QuantumScape
    7D
    9.5%
    1Y
    124.5%
    LEA
    US$143.12
    Lear
    7D
    2.4%
    1Y
    58.3%
    Narrative Update • May 23

    LEA: Content Tailwinds And 2026 Cash Generation Will Shape Balanced Risk Reward

    Analysts have slightly raised the price target on Lear to $146.0 to align with a modestly higher fair value estimate, citing updated sector models that, in their view, indicate favorable risk/reward and potential content tailwinds in auto supply through 2027. Analyst Commentary Recent research on Lear shows a mix of optimism and caution, with several price target changes in both directions and a fresh initiation of coverage.
    LCII
    US$109.02
    LCI Industries
    7D
    -2.4%
    1Y
    25.1%
    Narrative Update • May 22

    LCII: Potential Patrick Deal And Margin Discipline Will Drive Future Earnings Power

    Narrative Update Analysts now frame LCI Industries around a slightly lower implied value of about $180 per share, down from roughly $185, as they balance reduced price targets with updated expectations for revenue growth, profit margins, and future P/E assumptions. Analyst Commentary Recent Street research around LCI Industries centers on price target adjustments and fresh coverage, with several bullish analysts highlighting potential upside drivers even as some targets move slightly lower.
    KDK
    US$7.04
    Kodiak AI
    7D
    -9.5%
    1Y
    -38.5%
    WKSP
    US$0.73
    Worksport
    7D
    -27.2%
    1Y
    -74.1%
    Narrative Update • May 20

    WKSP: Improved Cost Control And 2026 Revenue Guidance Will Support Upside

    Analysts have reduced their Worksport price target to $2 from $2.50, reflecting Q1 results that came in below forecasts as truck bed cover sales and aluminum costs weighed on expectations. Analyst Commentary Recent research points to a mixed view of Worksport, with the reduced price target reflecting both execution risks and potential for improvement if key issues are addressed.
    PATK
    US$90.52
    Patrick Industries
    7D
    -0.4%
    1Y
    5.4%
    DORM
    US$123.92
    Dorman Products
    7D
    4.9%
    1Y
    -4.2%
    DAN
    US$35.41
    Dana
    7D
    3.7%
    1Y
    112.9%
    VGNT
    US$44.12
    Versigent
    7D
    7.3%
    1Y
    n/a
    ALV
    US$127.12
    Autoliv
    7D
    3.6%
    1Y
    23.6%