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U.S. Auto Components Industry Analysis

UpdatedMar 29, 2026
DataAggregated Company Financials
Companies58
  • 7D0.2%
  • 3M-11.3%
  • 1Y7.9%
  • YTD-13.2%

The Auto Components is pretty flat in the last 7 days, but BorgWarner has stood out, gaining 3.8%. As for the the longer term, the industry is up 7.6% over the past 12 months. As for the next few years, earnings are expected to grow by 32% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 29 Mar 2026US$87.2bUS$146.6b-US$956,165,528.5816.9x-91.2x0.6x
Tue, 24 Feb 2026US$104.9bUS$148.9b-US$1,007,263,801.6920.3x-104.1x0.7x
Thu, 22 Jan 2026US$102.9bUS$147.6b-US$834,284,550.3425x-123.4x0.7x
Sat, 20 Dec 2025US$99.7bUS$147.6b-US$843,953,515.6519.6x-118.1x0.7x
Mon, 17 Nov 2025US$106.4bUS$150.2b-US$762,198,493.1323.2x-139.5x0.7x
Wed, 15 Oct 2025US$111.0bUS$148.9bUS$38.5m17.8x2885.5x0.7x
Fri, 12 Sep 2025US$110.5bUS$148.9bUS$38.6m18x2859x0.7x
Sun, 10 Aug 2025US$100.0bUS$148.8b-US$50,191,509.9515x-1993x0.7x
Tue, 08 Jul 2025US$102.0bUS$148.3bUS$279.6m14.7x364.7x0.7x
Thu, 05 Jun 2025US$91.0bUS$148.3bUS$282.2m13.7x322.3x0.6x
Sat, 03 May 2025US$81.1bUS$149.2bUS$639.8m14.1x126.8x0.5x
Mon, 31 Mar 2025US$85.5bUS$149.4bUS$737.2m14.4x116x0.6x
Wed, 26 Feb 2025US$89.6bUS$149.2bUS$1.1b18.1x79.9x0.6x
Fri, 24 Jan 2025US$93.8bUS$150.3bUS$2.4b19x38.9x0.6x
Sun, 22 Dec 2024US$90.3bUS$150.3bUS$2.4b17.8x37.4x0.6x
Tue, 19 Nov 2024US$95.1bUS$159.3bUS$2.2b19.3x44.1x0.6x
Thu, 17 Oct 2024US$96.8bUS$162.2bUS$6.1b19.2x15.8x0.6x
Sat, 14 Sep 2024US$90.2bUS$153.0bUS$6.1b18x14.9x0.6x
Mon, 12 Aug 2024US$93.1bUS$152.9bUS$6.1b17.6x15.3x0.6x
Wed, 10 Jul 2024US$107.1bUS$153.6bUS$5.0b17.5x21.3x0.7x
Fri, 07 Jun 2024US$113.9bUS$153.6bUS$5.0b19.3x22.7x0.7x
Sun, 05 May 2024US$117.2bUS$154.1bUS$5.0b18.4x23.5x0.8x
Tue, 02 Apr 2024US$125.4bUS$155.4bUS$5.2b19.2x23.9x0.8x
Thu, 29 Feb 2024US$117.0bUS$155.6bUS$5.2b18.8x22.5x0.8x
Sat, 27 Jan 2024US$117.5bUS$156.8bUS$4.5b16x26x0.7x
Mon, 25 Dec 2023US$134.4bUS$156.2bUS$4.3b16.9x31.2x0.9x
Wed, 22 Nov 2023US$125.0bUS$156.2bUS$4.3b15.2x29x0.8x
Fri, 20 Oct 2023US$122.3bUS$154.6bUS$3.0b19.6x41x0.8x
Sun, 17 Sep 2023US$134.5bUS$154.6bUS$3.0b21.2x45.1x0.9x
Tue, 15 Aug 2023US$137.4bUS$154.6bUS$3.0b21.4x46.5x0.9x
Thu, 13 Jul 2023US$147.7bUS$152.7bUS$3.3b18.8x44.5x1x
Sat, 10 Jun 2023US$133.5bUS$149.4bUS$3.1b18.2x43.4x0.9x
Mon, 08 May 2023US$122.4bUS$148.2bUS$3.1b17.5x39.2x0.8x
Wed, 05 Apr 2023US$133.5bUS$145.5bUS$3.3b18.5x40.4x0.9x
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 212.4x202420252026
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 Market-1.89%
Consumer Discretionary-1.56%
Auto Components0.22%
Tires and Rubber4.70%
Auto Parts and Equipment0.13%
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 30.5%, 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 30% 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
BWA BorgWarnerUS$54.243.8%
+US$414.2m		92.4%PE40.3x
LEA LearUS$118.264.2%
+US$242.5m		34.4%PE13.7x
GNTX GentexUS$21.724.9%
+US$219.7m		-7.2%PE12.3x
WRD WeRideUS$6.969.5%
+US$206.7m		-52.1%PS24x
ALV AutolivUS$102.532.2%
+US$179.6m		14.9%PE10.4x

Latest News

DAN
US$32.55
Dana
7D
3.6%
1Y
147.3%
PHIN
US$67.11
PHINIA
7D
7.0%
1Y
55.7%

PHIN: Future Cash Returns Will Rely On Dividend And Buyback Execution

Narrative Update The analyst price target for PHINIA has moved to $88, with analysts pointing to the recent stock rally and valuation considerations, along with fresh upward revisions from multiple research firms as the key drivers of this shift. Analyst Commentary Recent research updates on PHINIA cluster around valuation, with the current $88 price target reflecting both increased optimism earlier in the coverage cycle and a more cautious tone after the stock's latest rally.
BWA
US$54.24
BorgWarner
7D
3.8%
1Y
92.4%

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.
HSAI
US$18.44
Hesai Group
7D
-19.3%
1Y
21.3%
KDK
US$6.91
Kodiak AI
7D
-7.5%
1Y
-38.1%
PATK
US$107.39
Patrick Industries
7D
-0.8%
1Y
28.0%

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.
ALV
US$102.53
Autoliv
7D
2.2%
1Y
14.9%

ALV: Share Repurchases And New Rider Safety Products Will Support Future Upside

Analysts have kept Autoliv's price target steady at $135.79, with only minor model tweaks to the discount rate, long term revenue growth, profit margin and future P/E assumptions. What's in the News Autoliv and RS Taichi are launching Autoliv's first fully developed wearable airbag vest for motorcycle riders, aimed at reducing critical injury risks and broadening Autoliv's presence beyond traditional light vehicle safety systems.
APTV
US$67.04
Aptiv
7D
-1.6%
1Y
10.6%
LEA
US$118.26
Lear
7D
4.2%
1Y
34.4%

LEA: Premium Seating Strength Will Likely Meet But Not Exceed 2026 Outlook

The updated analyst price target for Lear is now $123. This reflects a recalibration of fair value as analysts highlight the company's vertical integration in seating, exposure to higher content per vehicle, and solid free cash flow and balance sheet strength, while also acknowledging that much of the growth potential is already reflected in the current valuation.
GNTX
US$21.72
Gentex
7D
4.9%
1Y
-7.2%

GNTX: Future Auto Production And Capital Returns Will Support Higher Prices

Analysts have reduced their average price target on Gentex by a few dollars to reflect slightly lower assumptions for discount rate, revenue growth, profit margin, and future P/E, keeping fair value around $28.38. Analyst Commentary Recent Street research on Gentex reflects a slightly more cautious tone, with several firms trimming their price targets by US$1 to US$4 while keeping fair value estimates in a similar range.
QS
US$6.26
QuantumScape
7D
-5.0%
1Y
44.6%

Solid State Battery Licensing Will Shape Future Earnings Power And Long Term Optionality

Catalysts About QuantumScape QuantumScape develops solid state lithium metal battery technology and licenses its cell designs and manufacturing processes to partners. What are the underlying business or industry changes driving this perspective?
MBLY
US$6.73
Mobileye Global
7D
-11.7%
1Y
-55.5%

MBLY: Surround ADAS Wins And ADAS Monetization Will Reshape Long Term Expectations

Analysts have trimmed their average price targets on Mobileye by a few dollars, reflecting lower P/E assumptions. At the same time, they highlight ongoing ADAS monetization, a growing Supervision and Surround ADAS pipeline, and mixed views on near term volume and competitive headwinds.
SRI
US$4.84
Stoneridge
7D
-11.8%
1Y
4.5%
WRD
US$6.96
WeRide
7D
9.5%
1Y
-52.1%
GTX
US$17.76
Garrett Motion
7D
4.7%
1Y
117.1%

GTX: HVAC Partnerships And Buybacks Will Support Undervalued Electrification Upside

Analysts now place Garrett Motion's fair value price target at $22.20 per share, essentially unchanged from the prior $22.20. This reflects only minor model adjustments to the discount rate, long run revenue growth, profit margin and assumed future P/E.
SLDP
US$2.92
Solid Power
7D
-3.9%
1Y
170.4%

SLDP: Follow On Equity Offering Will Support Future Upside Potential

Analysts have slightly reduced their price targets on Solid Power, pointing to updated assumptions around discount rates, profit margins, and an adjusted future P/E. Together, these factors suggest a more measured view of the company’s long term earnings power in dollar terms.