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U.S. Auto Components Industry Analysis

UpdatedJul 18, 2026
DataAggregated Company Financials
Companies57
  • 7D-0.9%
  • 3M-0.5%
  • 1Y-5.1%
  • YTD-8.2%

Over the last 7 days, the Auto Components industry has remained flat, although notably Lear gained 4.1%. Unfortunately though, the industry is down 5.1% over the past 12 months. 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, 19 Jul 2026US$92.1bUS$148.9b-US$4,231,092,235.6021.2x-21.8x0.6x
Tue, 16 Jun 2026US$99.4bUS$148.8b-US$4,165,441,991.9820.3x-23.9x0.7x
Thu, 14 May 2026US$94.2bUS$148.7b-US$4,217,363,104.3519.7x-22.3x0.6x
Sat, 11 Apr 2026US$92.1bUS$155.4b-US$431,652,295.9016.2x-213.4x0.6x
Mon, 09 Mar 2026US$93.6bUS$146.6b-US$1,415,699,120.6518.1x-66.1x0.6x
Wed, 04 Feb 2026US$100.3bUS$148.1b-US$1,027,329,259.8124.3x-97.7x0.7x
Fri, 02 Jan 2026US$98.8bUS$147.6b-US$833,404,951.7819x-118.6x0.7x
Sun, 30 Nov 2025US$107.3bUS$150.3b-US$656,902,963.6721.3x-163.3x0.7x
Tue, 28 Oct 2025US$114.1bUS$149.1bUS$2.7b18.5x42.2x0.8x
Thu, 25 Sep 2025US$115.5bUS$148.9bUS$39.2m18.3x2943.4x0.8x
Sat, 23 Aug 2025US$104.9bUS$148.9bUS$40.8m17.1x2574.2x0.7x
Mon, 21 Jul 2025US$101.5bUS$148.4bUS$307.8m14.5x329.6x0.7x
Wed, 18 Jun 2025US$92.1bUS$148.3bUS$280.1m13.4x328.8x0.6x
Fri, 16 May 2025US$92.8bUS$148.2bUS$236.2m13.8x393x0.6x
Sun, 13 Apr 2025US$74.4bUS$149.4bUS$738.1m12.1x100.8x0.5x
Tue, 11 Mar 2025US$87.5bUS$149.3bUS$1.1b16.5x80.7x0.6x
Thu, 06 Feb 2025US$88.9bUS$149.9bUS$2.2b17.3x39.5x0.6x
Sat, 04 Jan 2025US$92.8bUS$150.3bUS$2.4b18.1x38.5x0.6x
Mon, 02 Dec 2024US$94.5bUS$150.3bUS$2.4b19.4x38.9x0.6x
Wed, 30 Oct 2024US$101.5bUS$162.0bUS$5.8b19.6x17.5x0.6x
Fri, 27 Sep 2024US$94.9bUS$153.0bUS$6.1b18.6x15.6x0.6x
Sun, 25 Aug 2024US$98.8bUS$153.0bUS$6.1b19.8x16.3x0.6x
Tue, 23 Jul 2024US$107.6bUS$153.6bUS$5.1b19.2x21x0.7x
Thu, 20 Jun 2024US$107.4bUS$153.6bUS$5.0b18.2x21.4x0.7x
Sat, 18 May 2024US$119.0bUS$153.7bUS$5.1b19.1x23.4x0.8x
Mon, 15 Apr 2024US$116.3bUS$153.8bUS$5.1b18.8x23x0.8x
Wed, 13 Mar 2024US$118.5bUS$155.5bUS$5.2b18.6x22.7x0.8x
Fri, 09 Feb 2024US$116.1bUS$154.3bUS$4.9b16.6x23.7x0.8x
Sun, 07 Jan 2024US$120.1bUS$156.2bUS$4.4b16.6x27.4x0.8x
Tue, 05 Dec 2023US$125.3bUS$156.2bUS$4.3b15.6x29x0.8x
Thu, 02 Nov 2023US$118.8bUS$155.5bUS$3.2b18x37.1x0.8x
Sat, 30 Sep 2023US$135.0bUS$154.6bUS$3.0b20.9x45.2x0.9x
Mon, 28 Aug 2023US$130.4bUS$154.6bUS$3.0b20.7x43.7x0.8x
Wed, 26 Jul 2023US$145.4bUS$153.3bUS$3.3b20.3x44.2x0.9x
Price to Earnings Ratio

44.2x


Total Market Cap: US$145.4bTotal Earnings: US$3.3bTotal Revenue: US$153.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Components Industry Price to Earnings3Y Average 202.2x202420252026
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 0.70x.
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 Market-2.02%
Consumer Discretionary-1.12%
Auto Components-0.94%
Tires and Rubber7.08%
Auto Parts and Equipment-1.11%
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
    		LEA LearUS$141.724.1%
    +US$279.5m    		36.3%PE13.4x
    		LCII LCI IndustriesUS$108.177.0%
    +US$206.0m    		11.5%PE15.6x
    		PATK Patrick IndustriesUS$88.096.5%
    +US$177.3m    		-8.1%PE21.3x
    		GT Goodyear Tire & RubberUS$7.297.0%
    +US$137.5m    		-31.7%PS0.1x
    		WRD WeRideUS$5.987.4%
    +US$134.9m    		-34.3%PS18.4x

    Latest News

    WRD
    US$5.98
    WeRide
    7D
    7.4%
    1Y
    -34.3%
    PATK
    US$88.09
    Patrick Industries
    7D
    6.5%
    1Y
    -8.1%
    QS
    US$5.86
    QuantumScape
    7D
    -10.9%
    1Y
    -60.0%
    Seeking Alpha • Jul 17

    QuantumScape: Eagle Line Pilot Production Success Story

    Summary QuantumScape is rated a buy due to its strong execution on the Eagle Line pilot, signaling near-term commercialization potential. QS’s Cobra process now achieves heat treatment speeds 25x faster, supporting scalable battery production and competitive energy densities up to 850 Wh/L. Customer billings are accelerating, with FY2026 annualized projections of $44 million, indicating robust B1 sample acceptance and readiness for automotive commercialization. Risks remain around production scaling and licensing milestones, but QS’s roadmap progress and improving earnings outlook support a bullish stance. Read the full article on Seeking Alpha
    LEA
    US$141.72
    Lear
    7D
    4.1%
    1Y
    36.3%
    Seeking Alpha • Jul 17

    Lear Is In High Gear

    Summary Lear Corporation is rated a ‘buy’ due to resilient growth and exceptionally low valuation multiples despite industry headwinds. LEA’s Q1 2026 revenue rose to $5.82B, driven by strong seating segment performance and global diversification, even as global vehicle production declined. Management guides for 2026 revenue of $23.21–$24.01B and EBITDA of $1.65–$1.82B, reflecting confidence in product innovation and robust order pipelines. Execution in a weak macro environment and attractive relative valuation positions LEA for potential upside if even modest improvements materialize. Read the full article on Seeking Alpha
    GT
    US$7.29
    Goodyear Tire & Rubber
    7D
    7.0%
    1Y
    -31.7%
    KDK
    US$4.28
    Kodiak AI
    7D
    -11.9%
    1Y
    -62.3%
    FOXF
    US$19.02
    Fox Factory Holding
    7D
    11.9%
    1Y
    -26.3%
    GTX
    US$31.77
    Garrett Motion
    7D
    -1.6%
    1Y
    173.9%
    Narrative Update • Jul 16

    GTX: Future Non Auto Revenue Breadth Offsets Tariff And Demand Concerns

    The analyst price target for Garrett Motion has been raised from $24.00 to $33.00. Analysts cite updated fair value assumptions and expectations for broader revenue contributions from new products, while also noting mixed views and recent volatility related to tariff headlines and sector sentiment.
    VGNT
    US$40.01
    Versigent
    7D
    -3.1%
    1Y
    n/a
    BWA
    US$62.44
    BorgWarner
    7D
    -3.9%
    1Y
    78.5%
    Seeking Alpha • Jul 15

    BorgWarner: From Deep Value To A Balanced Buy

    Summary BorgWarner is downgraded to Buy, with the stock up 43% since my prior Strong Buy rating and valuation asymmetry now closed. The pivot to AI datacenter turbines via Turbocell offers a free option, supporting mid-teens margins on $300M incremental 2027 sales and potential for significant upside. Hybrid vehicle demand is driving content-per-vehicle growth, positioning BWA to benefit as hybrids outpace EVs and ICEs in market share. Free cash flow is set to outpace revenue growth as capex normalizes, with a base case price target of $80 and a remaining $450M buyback as a safety net. Read the full article on Seeking Alpha
    DORM
    US$141.97
    Dorman Products
    7D
    2.5%
    1Y
    17.0%
    HSAI
    US$15.00
    Hesai Group
    7D
    -7.2%
    1Y
    -31.0%
    MBLY
    US$9.22
    Mobileye Global
    7D
    -3.5%
    1Y
    -42.6%
    LCII
    US$108.17
    LCI Industries
    7D
    7.0%
    1Y
    11.5%
    Narrative Update • Jul 09

    LCII: Higher Fair Value Will Rely On Patrick Merger Synergies

    The updated analyst price target for LCI Industries has moved down by $11 to $114, as analysts adjust fair value assumptions and revenue growth expectations in light of softer RV industry trends and the initial impact of the Patrick merger news. Analyst Commentary Recent Street research on LCI Industries highlights a more cautious tone, with several bearish analysts revisiting price targets and assumptions as RV industry data and merger headlines filter into models.
    PHIN
    US$80.14
    PHINIA
    7D
    2.6%
    1Y
    66.0%
    Narrative Update • Jul 08

    PHIN: stoba Deal And Cash Generation Will Drive Repricing Forward

    Analysts have raised their PHINIA fair value estimate from $79 to $105, citing recent coverage that describes the stock as undervalued, with a reshaped business mix and support from strong free cash flow characteristics in a modestly growing market. Analyst Commentary Recent research coverage presents a constructive view on PHINIA, with several bullish analysts highlighting the company’s repositioning efforts and its role in fuel delivery systems and related technologies.
    APTV
    US$57.47
    Aptiv
    7D
    -5.1%
    1Y
    -15.7%