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U.S. Auto Components Industry Analysis

UpdatedMay 07, 2026
DataAggregated Company Financials
Companies56
  • 7D4.7%
  • 3M-6.2%
  • 1Y20.8%
  • YTD-5.1%

In the last week, the Auto Components industry is up 4.7%, with Garrett Motion leading the way, up 32%. This takes the industry's 12 month performance to a gain of 21%. As for the next few years, earnings are expected to grow by 33% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 07 May 2026US$92.0bUS$148.1b-US$3,981,460,640.3719.9x-23.1x0.6x
Sat, 04 Apr 2026US$87.7bUS$146.6b-US$958,324,732.9517.5x-91.6x0.6x
Mon, 02 Mar 2026US$99.7bUS$149.0b-US$1,325,888,968.8719.3x-75.2x0.7x
Wed, 28 Jan 2026US$103.4bUS$147.5b-US$890,463,279.5823.8x-116.1x0.7x
Fri, 26 Dec 2025US$99.9bUS$147.6b-US$844,725,549.9819.1x-118.3x0.7x
Sun, 23 Nov 2025US$102.3bUS$150.3b-US$765,392,421.0424.5x-133.7x0.7x
Tue, 21 Oct 2025US$112.2bUS$149.1bUS$74.7m17.9x1502x0.8x
Thu, 18 Sep 2025US$112.3bUS$148.9bUS$37.9m18.2x2959.6x0.8x
Sat, 16 Aug 2025US$106.5bUS$148.9bUS$42.5m16.7x2505x0.7x
Mon, 14 Jul 2025US$99.7bUS$148.3bUS$279.3m14.8x357.1x0.7x
Wed, 11 Jun 2025US$91.6bUS$148.3bUS$280.2m14.5x326.8x0.6x
Fri, 09 May 2025US$83.5bUS$148.1bUS$491.8m13.9x169.8x0.6x
Sun, 06 Apr 2025US$77.2bUS$149.4bUS$738.0m12.6x104.6x0.5x
Tue, 04 Mar 2025US$87.9bUS$149.3bUS$1.1b16.9x81.1x0.6x
Thu, 30 Jan 2025US$91.8bUS$150.3bUS$2.4b18.8x38x0.6x
Sat, 28 Dec 2024US$94.0bUS$150.3bUS$2.4b18x39x0.6x
Mon, 25 Nov 2024US$100.9bUS$159.2bUS$2.2b19.8x46.9x0.6x
Wed, 23 Oct 2024US$97.0bUS$162.1bUS$6.1b19.3x15.8x0.6x
Fri, 20 Sep 2024US$93.1bUS$153.0bUS$6.1b19.2x15.3x0.6x
Sun, 18 Aug 2024US$95.0bUS$153.0bUS$6.1b18.7x15.6x0.6x
Tue, 16 Jul 2024US$111.1bUS$153.6bUS$5.0b18.7x22.1x0.7x
Thu, 13 Jun 2024US$113.4bUS$153.6bUS$5.0b19.1x22.6x0.7x
Sat, 11 May 2024US$118.7bUS$153.7bUS$5.1b19.2x23.3x0.8x
Mon, 08 Apr 2024US$119.7bUS$153.8bUS$5.1b19.7x23.6x0.8x
Wed, 06 Mar 2024US$117.4bUS$155.6bUS$5.2b19.2x22.4x0.8x
Fri, 02 Feb 2024US$117.5bUS$157.0bUS$5.2b16.5x22.6x0.7x
Sun, 31 Dec 2023US$135.0bUS$156.2bUS$4.3b16.8x31.3x0.9x
Tue, 28 Nov 2023US$127.2bUS$156.2bUS$4.3b15.1x29.6x0.8x
Thu, 26 Oct 2023US$120.8bUS$154.9bUS$3.0b19.3x40.1x0.8x
Sat, 23 Sep 2023US$133.0bUS$154.6bUS$3.0b20.7x44.6x0.9x
Mon, 21 Aug 2023US$130.2bUS$154.6bUS$3.0b20.7x43.7x0.8x
Wed, 19 Jul 2023US$148.3bUS$152.7bUS$3.3b19.1x44.7x1x
Fri, 16 Jun 2023US$136.2bUS$149.4bUS$3.1b18.3x44.3x0.9x
Sun, 14 May 2023US$123.0bUS$147.5bUS$2.9b17.7x42x0.8x
Price to Earnings Ratio

42x


Total Market Cap: US$123.0bTotal Earnings: US$2.9bTotal Revenue: US$147.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Components Industry Price to Earnings3Y Average 206.6x202420252026
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 Market3.19%
Consumer Discretionary3.00%
Auto Components4.69%
Auto Parts and Equipment4.71%
Tires and Rubber3.53%
Industry PE
    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 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
    		GTX Garrett MotionUS$26.9531.5%
    +US$1.2b    		138.1%PE14.7x
    		BWA BorgWarnerUS$59.419.6%
    +US$1.1b    		96.2%PE33.8x
    		QS QuantumScapeUS$7.9516.2%
    +US$682.8m    		105.4%PB4.4x
    		LEA LearUS$137.5711.1%
    +US$621.9m    		60.4%PE13x
    		ALV AutolivUS$121.257.0%
    +US$594.4m    		29.4%PE12.8x

    Latest News

    LCII
    US$116.95
    LCI Industries
    7D
    -0.6%
    1Y
    40.7%
    VGNT
    US$41.55
    Versigent
    7D
    21.0%
    1Y
    n/a
    XPEL
    US$43.53
    XPEL
    7D
    -6.6%
    1Y
    22.3%
    HLLY
    US$2.87
    Holley
    7D
    -10.0%
    1Y
    62.1%
    DORM
    US$122.61
    Dorman Products
    7D
    11.4%
    1Y
    -1.1%
    BWA
    US$59.41
    BorgWarner
    7D
    9.6%
    1Y
    96.2%
    SLDP
    US$3.35
    Solid Power
    7D
    -0.1%
    1Y
    178.8%
    APTV
    US$56.80
    Aptiv
    7D
    -2.6%
    1Y
    -3.6%
    MBLY
    US$9.07
    Mobileye Global
    7D
    3.9%
    1Y
    -38.6%
    Seeking Alpha • 12h

    Mobileye: China Strength Buoys Q1, But The 'AI Proof' Burden Remains

    Summary Mobileye's strong first quarter was driven by customer inventory restocking and sales to Chinese OEMs. This strength hasn't been extrapolated through the rest of the year though. Surround ADAS platform is slowly gaining traction, which should lead to improved ASPs and margins in coming years. The status of more advanced products remains up in the air, although Mobileye is now testing SuperVision with OEMs and its robotaxi efforts appear to be progressing. While competition and the viability of Mobileye's tech remain valid concerns, the company's low valuation makes this an asymmetric opportunity. Read the full article on Seeking Alpha
    LEA
    US$137.57
    Lear
    7D
    11.1%
    1Y
    60.4%
    GTX
    US$26.95
    Garrett Motion
    7D
    31.5%
    1Y
    138.1%
    REE
    US$0.44
    REE Automotive
    7D
    -22.5%
    1Y
    -84.3%
    QS
    US$7.95
    QuantumScape
    7D
    16.2%
    1Y
    105.4%
    DAN
    US$35.60
    Dana
    7D
    -0.6%
    1Y
    143.3%
    Narrative Update • Apr 24

    DAN: Expanded Buybacks And Higher Dividend Will Support Balanced Future Returns

    Analysts have adjusted their price target for Dana to $40.71 from $39.57 as they factor in updated assumptions for the discount rate, revenue growth, profit margin, and future P/E expectations. What's in the News Dana expanded its equity buyback plan on February 11, 2026, increasing the authorization by US$1,000 million to a total of US$2,000 million and extending the program through 2030 (Key Developments).
    ALV
    US$121.25
    Autoliv
    7D
    7.0%
    1Y
    29.4%
    Narrative Update • Apr 23

    ALV: Completed Buyback And Motorcycle Safety Products Will Support Future Upside

    Analysts have slightly adjusted their price target on Autoliv to $132.18 from $133.91, reflecting updated assumptions about revenue growth, profit margins and future P/E expectations. What's in the News Autoliv completed a share repurchase program covering 2,102,854 shares, representing 2.76% of outstanding shares, for a total of US$250 million under the buyback announced on June 4, 2025 (Key Developments).
    SSM
    US$5.76
    Sono Group
    7D
    -11.4%
    1Y
    -55.7%