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U.S. Auto Components Industry Analysis

UpdatedMay 20, 2026
DataAggregated Company Financials
Companies55
  • 7D-4.9%
  • 3M-15.1%
  • 1Y5.1%
  • YTD-10.3%

Over the last 7 days, the Auto Components industry has dropped 4.9%, driven by QuantumScape declining 13%. This takes the industry's 12 month performance to a gain of 5.1%. 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
Wed, 20 May 2026US$91.2bUS$148.8b-US$4,166,468,555.9017.7x-21.9x0.6x
Fri, 17 Apr 2026US$91.3bUS$155.4b-US$431,817,056.8015.6x-211.5x0.6x
Sun, 15 Mar 2026US$88.5bUS$146.5b-US$889,652,697.8617.1x-99.5x0.6x
Tue, 10 Feb 2026US$106.1bUS$148.6b-US$1,038,908,083.3125.3x-102.1x0.7x
Thu, 08 Jan 2026US$106.3bUS$147.6b-US$833,367,147.8520.4x-127.6x0.7x
Sat, 06 Dec 2025US$99.4bUS$147.6b-US$843,222,761.6218.7x-117.9x0.7x
Mon, 03 Nov 2025US$111.7bUS$150.2bUS$1.9b18.7x57.5x0.7x
Wed, 01 Oct 2025US$113.0bUS$148.9bUS$38.7m18.5x2922.3x0.8x
Fri, 29 Aug 2025US$110.0bUS$148.9bUS$39.2m17.3x2808.4x0.7x
Sun, 27 Jul 2025US$102.7bUS$148.5bUS$344.0m15.8x298.6x0.7x
Tue, 24 Jun 2025US$91.2bUS$148.3bUS$279.9m13.6x326x0.6x
Thu, 22 May 2025US$91.6bUS$148.2bUS$235.2m13.6x389.4x0.6x
Sat, 19 Apr 2025US$74.6bUS$149.4bUS$779.9m12.2x95.6x0.5x
Mon, 17 Mar 2025US$89.7bUS$149.4bUS$736.8m15.7x121.7x0.6x
Wed, 12 Feb 2025US$89.7bUS$149.8bUS$1.1b17.5x85.1x0.6x
Fri, 10 Jan 2025US$90.2bUS$150.3bUS$2.4b18x37.4x0.6x
Sun, 08 Dec 2024US$94.0bUS$150.3bUS$2.4b19.6x38.7x0.6x
Tue, 05 Nov 2024US$94.0bUS$161.4bUS$2.0b16.7x48x0.6x
Thu, 03 Oct 2024US$97.4bUS$153.0bUS$6.1b18.4x16x0.6x
Sat, 31 Aug 2024US$97.2bUS$153.0bUS$6.1b19.3x16x0.6x
Mon, 29 Jul 2024US$104.8bUS$153.6bUS$5.1b19.4x20.4x0.7x
Wed, 26 Jun 2024US$110.1bUS$153.6bUS$5.0b18.2x21.9x0.7x
Fri, 24 May 2024US$116.3bUS$153.6bUS$5.0b19x23.1x0.8x
Sun, 21 Apr 2024US$112.1bUS$153.8bUS$5.1b17.8x21.9x0.7x
Tue, 19 Mar 2024US$118.8bUS$155.5bUS$5.2b19.8x22.8x0.8x
Thu, 15 Feb 2024US$114.0bUS$154.1bUS$4.7b18.3x24.4x0.7x
Sat, 13 Jan 2024US$117.5bUS$156.2bUS$4.4b16.3x26.8x0.8x
Mon, 11 Dec 2023US$124.2bUS$156.2bUS$4.3b15.3x28.8x0.8x
Wed, 08 Nov 2023US$116.5bUS$156.4bUS$4.4b14.9x26.5x0.7x
Fri, 06 Oct 2023US$130.3bUS$154.6bUS$3.0b20.1x43.7x0.8x
Sun, 03 Sep 2023US$137.2bUS$154.6bUS$3.0b21.5x46x0.9x
Tue, 01 Aug 2023US$147.3bUS$153.0bUS$3.2b20.8x45.6x1x
Thu, 29 Jun 2023US$134.1bUS$149.4bUS$3.1b17.5x43.5x0.9x
Sat, 27 May 2023US$132.5bUS$149.4bUS$3.1b17.4x43.1x0.9x
Price to Earnings Ratio

43.1x


Total Market Cap: US$132.5bTotal 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 205.8x202420252026
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 Market-1.01%
Consumer Discretionary-3.21%
Auto Components-4.86%
Tires and Rubber-4.42%
Auto Parts and Equipment-4.87%
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 7.0% 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
    		MBLY Mobileye GlobalUS$9.664.7%
    +US$362.1m    		-39.8%PS4x
    		XPEL XPELUS$43.256.0%
    +US$67.5m    		15.5%PE22.5x
    		GTX Garrett MotionUS$29.861.0%
    +US$54.3m    		150.9%PE16.3x
    		STRT Strattec SecurityUS$67.267.2%
    +US$18.8m    		33.0%PE11.3x
    		KDK Kodiak AIUS$7.990.8%
    +US$11.0m    		-29.2%PS353.4x

    Latest News

    XPEL
    US$43.25
    XPEL
    7D
    6.0%
    1Y
    15.5%
    QS
    US$7.30
    QuantumScape
    7D
    -13.3%
    1Y
    83.0%
    Seeking Alpha • May 18

    QuantumScape: Current Price Offers Good Risk-Reward Defense Exposure, With Risks

    Summary QuantumScape Corporation is downgraded from Buy to Hold due to increased risks, despite notable operational and financial progress. Eagle Line's pilot-scale production validates manufacturability, addressing the core bear thesis and supporting the PowerCo licensing model. Q1 2026 billings of $11M signal a sharp acceleration, narrowing losses and suggesting the thesis is delayed, not broken. Defense sector engagement offers a significant, unpriced upside if QS secures contracts, potentially transforming the 2027 revenue profile. Read the full article on Seeking Alpha
    VC
    US$105.00
    Visteon
    7D
    -8.5%
    1Y
    23.7%
    MBLY
    US$9.66
    Mobileye Global
    7D
    4.7%
    1Y
    -39.8%
    Narrative Update • May 18

    MBLY: Driver Monitoring Adoption Will Support Earnings Beyond 2026

    Analysts have trimmed the fair value estimate for Mobileye Global from $25.69 to $23.06, reflecting a mix of lower revenue growth and profit margin assumptions, a slightly higher discount rate, and a higher future P/E. Recent price target cuts and cautious commentary suggest near term upside may already be well reflected in current expectations.
    WRD
    US$6.65
    WeRide
    7D
    -13.7%
    1Y
    -21.3%
    LEA
    US$128.78
    Lear
    7D
    -5.5%
    1Y
    37.1%
    GTX
    US$29.86
    Garrett Motion
    7D
    1.0%
    1Y
    150.9%
    BWA
    US$61.13
    BorgWarner
    7D
    -4.1%
    1Y
    83.5%
    APTV
    US$52.57
    Aptiv
    7D
    -4.3%
    1Y
    -22.1%
    KDK
    US$7.99
    Kodiak AI
    7D
    0.8%
    1Y
    -29.2%
    Seeking Alpha • May 12

    Kodiak AI: Major Delay And Dilution

    Summary Kodiak AI faces a significant delay in its flagship 100-truck Atlas order, pushing the anticipated revenue growth ramp to 2027. Q1 revenue of $1.83 million beat estimates, but operating losses doubled year over year to nearly $38 million amid heavy cash burn. Equity dilution accelerated with a 15.38 million share sale at $6.50, lowering warrant and convertible exercise prices and expanding potential future share count. Read the full article on Seeking Alpha
    ALV
    US$115.55
    Autoliv
    7D
    -3.2%
    1Y
    13.3%
    PHIN
    US$71.45
    PHINIA
    7D
    -8.8%
    1Y
    62.4%
    Narrative Update • May 11

    PHIN: Future Upside Will Hinge On Hydrogen Expansion And Ongoing Buybacks

    Analysts have nudged PHINIA's fair value estimate to $87.50, reflecting updated views on slightly lower revenue growth and profit margins, a higher discount rate, and a reduced future P/E multiple after recent price target revisions across the Street. Analyst Commentary Bullish and bearish voices on PHINIA have been active, with recent changes in ratings and several price target adjustments clustering around the high $80s range.
    KNDI
    US$0.67
    Kandi Technologies Group
    7D
    3.7%
    1Y
    -43.4%
    CAAS
    US$4.77
    China Automotive Systems
    7D
    1.1%
    1Y
    17.6%
    Seeking Alpha • Apr 25

    China Automotive Systems: Still Worth Being Bullish On

    Summary The latest report from CAAS brings to the forefront the fact that the company continues to do much better than its sluggish stock performance would suggest. The near-term outlook has become more convoluted due to the war in the Middle East, but the eventual impact may not be so bad and may even be beneficial. Growth in the top and the bottom line combined with a stagnant stock price has pushed valuations down to the point CAAS is arguably worth the risk. There are risks, but a strong balance sheet and low valuations make them acceptable, which is why I am bullish on CAAS with a buy rating. Read the full article on Seeking Alpha
    STRT
    US$67.26
    Strattec Security
    7D
    7.2%
    1Y
    33.0%
    MKDW
    US$7.40
    MKDWELL Tech
    7D
    2.8%
    1Y
    -24.1%