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U.S. Auto Components Industry Analysis

UpdatedJan 18, 2026
DataAggregated Company Financials
Companies59
  • 7D-2.7%
  • 3M-0.6%
  • 1Y16.2%
  • YTD2.2%

Over the last 7 days, the Auto Components industry has dropped 2.7%, driven by Aptiv declining 11%. In contrast, Patrick Industries has gained 7.6%. In the past year, the industry has gained 16%. As for the next few years, earnings are expected to grow by 39% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
Fri, 05 May 2023US$117.8bUS$148.1bUS$3.3b16.6x35.2x0.8x
Sun, 02 Apr 2023US$138.1bUS$145.6bUS$3.3b18.9x42.5x0.9x
Tue, 28 Feb 2023US$141.4bUS$145.5bUS$3.1b19x45.1x1x
Thu, 26 Jan 2023US$127.7bUS$145.0bUS$3.4b19x37.2x0.9x
Price to Earnings Ratio

37.2x


Total Market Cap: US$127.7bTotal Earnings: US$3.4bTotal Revenue: US$145.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Components Industry Price to Earnings3Y Average 221.3x202420252026
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 0.74x.
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-0.29%
Consumer Discretionary-2.23%
Auto Components-2.73%
Tires and Rubber-1.51%
Auto Parts and Equipment-2.76%
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 36.7%, which is higher than its past year's earnings decline of 12.5% per year.
Forecasted Growth
  • Analysts are most optimistic on the Tires and Rubber industry, expecting annual earnings growth of 109% over the next 5 years.
  • In contrast, the Auto Parts and Equipment industry is expected to see its earnings grow by 37% 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
PATK Patrick IndustriesUS$128.157.6%
+US$299.8m		38.2%PE35.4x
HSAI Hesai GroupUS$28.554.3%
+US$185.4m		83.1%PE72.8x
LCII LCI IndustriesUS$137.404.9%
+US$154.6m		28.1%PE18.6x
ADNT AdientUS$22.036.9%
+US$113.2m		28.5%PS0.1x
DAN DanaUS$27.533.1%
+US$98.1m		113.1%PE49.5x

Latest News

GTX
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Garrett Motion
7D
1.8%
1Y
96.8%
DAN
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Dana
7D
3.1%
1Y
113.1%
ADNT
US$22.03
Adient
7D
6.9%
1Y
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WRD
US$8.85
WeRide
7D
-8.2%
1Y
-33.2%
MBLY
US$10.50
Mobileye Global
7D
-9.1%
1Y
-34.5%
BWA
US$47.19
BorgWarner
7D
-1.0%
1Y
46.1%

BWA: Margin Execution And Electrified Awards Will Shape A Balanced Outlook

Analysts have made a modest downward adjustment to BorgWarner's fair value estimate to about $50.00, reflecting updated assumptions around the discount rate, revenue growth, profit margins, and future P/E. This follows recent Street research that included both a downgrade on valuation and several price target increases tied to margin execution, new business awards, and confidence in underlying trends.
APTV
US$78.61
Aptiv
7D
-11.3%
1Y
28.5%

APTV: EDS Separation Will Unlock Physical AI Upside Across Diversified End Markets

Analysts have nudged their price expectations for Aptiv higher, with our fair value estimate moving from about US$99.65 to US$100.81. They highlight more realistic growth targets, a broader business mix beyond auto technology, and updated long term forecasts through 2026.
ALV
US$126.38
Autoliv
7D
1.0%
1Y
28.8%

ALV: Dividend Hike Will Support Returns As Safety Technologies Gain Traction

Analysts have made a modest upward adjustment to their price target for Autoliv to about $138.37 from roughly $138.00, reflecting updated assumptions for slightly different revenue growth, profit margin, and future P/E expectations. What's in the News Autoliv and Tensor co-developed what is described as the world's first foldable steering wheel for the Tensor Robocar, designed for both manual driving and Level 4 autonomous operation, with production of the Robocar targeted for the second half of 2026 across the US, EU, and Middle East (Key Developments).
LCII
US$137.40
LCI Industries
7D
4.9%
1Y
28.1%

LCII: Margin Gains And Aftermarket Strength Will Eventually Confront Demand Headwinds

Analysts have lifted their average price target for LCI Industries from about $100 to roughly $112, citing stronger Q3 execution, resilient RV and aftermarket contributions, and more confident views on the company’s margin potential and 2026 expectations. Analyst Commentary Recent research paints a more balanced, but generally constructive, view on LCI Industries, with several firms lifting price targets and one moving to a more neutral stance after the latest Q3 report.
LEA
US$121.04
Lear
7D
-2.7%
1Y
28.3%

LEA: 2026 Margin Execution Will Likely Lag Optimistic Guidance-Driven Expectations

Analysts have nudged their Lear price targets higher, with recent moves such as US$120 to US$125 and US$115 to US$117. These reflect updated models that factor in the company’s 2026 guidance for revenue and margin growth, improving EBIT comparisons, free cash flow trends and potential US onshoring benefits.
VC
US$93.69
Visteon
7D
-8.0%
1Y
11.5%
PATK
US$128.15
Patrick Industries
7D
7.6%
1Y
38.2%

PATK: Future Returns Will Reflect Late-Cycle RV Demand And Dividend Stability

Analysts have kept Patrick Industries' fair value estimate broadly unchanged at about $110.70 per share, with recent price targets ranging from $99 to $114 as they balance cautious near term RV demand with a generally constructive long term view of the business. Analyst Commentary Bullish Takeaways Bullish analysts point to an attractive long term story, highlighting Patrick Industries' strong market share positions in key RV related verticals as a support for their fair value views.
HSAI
US$28.55
Hesai Group
7D
4.3%
1Y
83.1%

HSAI: Outperform Initiation Signals Confidence In Future Lidar Demand Trajectory

Analysts have lifted their price target on Hesai Group by about $0.23, citing refreshed assumptions around fair value, discount rate, revenue growth, profit margin and future P/E after recent Street research, including a new Outperform initiation with a $23.50 target. Analyst Commentary Analysts highlighting the new Outperform initiation and US$23.50 target are framing their views around how current assumptions on fair value, discount rate, revenue growth, profit margin and future P/E stack up against execution risks.
GNTX
US$23.93
Gentex
7D
-2.4%
1Y
-14.4%

GNTX: Sector Tailwinds And Production Outlook Will Shape Balanced Upside Potential

Analysts have nudged their price expectations for Gentex higher, with our fair value estimate moving from US$24.00 to US$25.00. This change cites updated assumptions around discount rates, revenue growth, profit margins and future P/E, in line with recent Street target increases.
THRM
US$36.87
Gentherm
7D
-4.8%
1Y
-8.1%

THRM: Raised 2025 Guidance And Higher P/E Expectations Will Support Upside

Analysts now see Gentherm's fair value at US$42.00, up from US$36.00. This reflects updated assumptions around revenue growth, profit margins, discount rate and future P/E expectations.
KDK
US$9.95
Kodiak AI
7D
5.6%
1Y
-9.5%