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U.S. Auto Components Industry Analysis

UpdatedApr 09, 2026
DataAggregated Company Financials
Companies57
  • 7D1.4%
  • 3M-14.6%
  • 1Y19.9%
  • YTD-10.3%

Patrick Industries is up 7.2%, leading the way for the Auto Components industry, which has gained 1.4%. In the last 12 months, the industry was up 20%. Earnings are forecast to grow by 30% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 09 Apr 2026US$88.3bUS$155.4b-US$431,656,650.6716.3x-204.7x0.6x
Sat, 07 Mar 2026US$95.0bUS$146.6b-US$1,415,699,120.6518.1x-67.1x0.6x
Mon, 02 Feb 2026US$99.4bUS$147.9b-US$896,971,971.4523.6x-110.8x0.7x
Wed, 31 Dec 2025US$100.1bUS$147.6b-US$833,441,029.8419.1x-120.1x0.7x
Fri, 28 Nov 2025US$106.4bUS$150.3b-US$656,778,439.9821.2x-162.1x0.7x
Sun, 26 Oct 2025US$114.1bUS$149.1bUS$2.7b18.8x42.2x0.8x
Tue, 23 Sep 2025US$117.0bUS$148.9bUS$38.4m18.4x3044.9x0.8x
Thu, 21 Aug 2025US$106.0bUS$148.9bUS$41.7m16.3x2545.4x0.7x
Sat, 19 Jul 2025US$102.2bUS$148.3bUS$279.8m14.5x365.2x0.7x
Mon, 16 Jun 2025US$90.7bUS$148.3bUS$279.9m13.6x324x0.6x
Wed, 14 May 2025US$92.2bUS$148.2bUS$238.0m14.1x387.6x0.6x
Fri, 11 Apr 2025US$80.6bUS$149.4bUS$739.7m11.9x109x0.5x
Sun, 09 Mar 2025US$87.5bUS$149.3bUS$1.1b16.9x80.7x0.6x
Tue, 04 Feb 2025US$90.6bUS$149.8bUS$2.3b16.6x40.2x0.6x
Thu, 02 Jan 2025US$93.2bUS$150.3bUS$2.4b18.2x38.6x0.6x
Sat, 30 Nov 2024US$99.3bUS$150.4bUS$2.1b19.4x46.5x0.7x
Mon, 28 Oct 2024US$99.6bUS$162.0bUS$5.8b19.2x17.2x0.6x
Wed, 25 Sep 2024US$95.3bUS$153.0bUS$6.1b18.6x15.7x0.6x
Fri, 23 Aug 2024US$97.6bUS$153.0bUS$6.1b19.1x16.1x0.6x
Sun, 21 Jul 2024US$107.6bUS$153.6bUS$5.0b18.8x21.4x0.7x
Tue, 18 Jun 2024US$108.6bUS$153.6bUS$5.0b18.4x21.6x0.7x
Thu, 16 May 2024US$119.6bUS$153.7bUS$5.1b19.4x23.5x0.8x
Sat, 13 Apr 2024US$118.2bUS$153.8bUS$5.1b18.8x23.3x0.8x
Mon, 11 Mar 2024US$118.6bUS$155.5bUS$5.2b18.6x22.8x0.8x
Wed, 07 Feb 2024US$118.4bUS$157.0bUS$5.2b15.9x22.7x0.8x
Fri, 05 Jan 2024US$119.9bUS$156.2bUS$4.4b16.2x27.4x0.8x
Sun, 03 Dec 2023US$125.3bUS$156.2bUS$4.3b15.6x29.1x0.8x
Tue, 31 Oct 2023US$117.3bUS$155.5bUS$3.3b18.4x35.8x0.8x
Thu, 28 Sep 2023US$132.1bUS$154.6bUS$3.0b20.6x44.3x0.9x
Sat, 26 Aug 2023US$130.4bUS$154.6bUS$3.0b20.7x43.7x0.8x
Mon, 24 Jul 2023US$145.7bUS$153.3bUS$3.3b20.2x44.3x1x
Wed, 21 Jun 2023US$131.8bUS$149.4bUS$3.1b17.6x42.8x0.9x
Fri, 19 May 2023US$125.5bUS$147.5bUS$2.9b17.7x42.9x0.9x
Sun, 16 Apr 2023US$133.5bUS$145.5bUS$3.3b18.6x40.4x0.9x
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 210.9x202420252026
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 grown 2.2% per year.
  • This means that although more sales are being generated, 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 Market2.97%
Consumer Discretionary0.68%
Auto Components1.44%
Tires and Rubber6.01%
Auto Parts and Equipment1.34%
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 28.3%, which is higher than its past year's earnings growth of 5.3% 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 28% 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$121.097.2%
+US$268.2m		48.5%PE29.7x
ALV AutolivUS$110.513.2%
+US$255.3m		32.7%PE11.3x
HSAI Hesai GroupUS$21.886.1%
+US$196.4m		73.8%PE53.9x
GNTX GentexUS$22.232.8%
+US$129.2m		2.0%PE12.6x
LEA LearUS$124.752.2%
+US$123.9m		50.5%PE14.5x

Latest News

HLLY
US$3.08
Holley
7D
-1.6%
1Y
27.8%
FOXF
US$16.76
Fox Factory Holding
7D
-1.6%
1Y
-23.7%

Fox Factory: Still Offers A Nice Long-Term Ride Despite The Tough Road

Apr 06
HSAI
US$21.88
Hesai Group
7D
6.1%
1Y
73.8%
APTV
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Aptiv
7D
-2.2%
1Y
11.6%

APTV: Spin Offs And ADAS Content Are Expected To Reframe Earnings Profile

Aptiv's analyst price target has been trimmed from $109 to $107 as analysts factor in weaker revenue growth expectations, alongside higher projected margins and a higher future P/E multiple. Analyst Commentary Recent research updates show a mix of reduced price targets and fresh upgrades, with several bullish analysts highlighting potential value as Aptiv prepares for portfolio changes and spin offs.
MBLY
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Mobileye Global
7D
-0.3%
1Y
-51.3%

Mobileye: Stuck In Neutral

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LEA
US$124.75
Lear
7D
2.2%
1Y
50.5%

LEA: Seating Premiumization And 2026 Execution Will Likely Support Balanced Risk Reward

Narrative Update on Lear Analysts have made a modest downward adjustment to Lear's consolidated price target, trimming it by $5. Recent research balances earlier broad target increases with views that much of the company's growth potential is already reflected in the current valuation.
ADNT
US$20.74
Adient
7D
-0.4%
1Y
74.4%

ADNT: Turnaround Execution And European Exposure Will Shape Fairly Valued Outlook

Analysts have adjusted their Adient price targets to around $22 as they factor in slightly different expectations for revenue growth, profit margins and future P/E. This reflects a mix of more cautious and more constructive views across recent research.
VGNT
US$26.95
Versigent
7D
-3.2%
1Y
n/a
GNTX
US$22.23
Gentex
7D
2.8%
1Y
2.0%

GNTX: Future Margin Execution Will Support Bullish Long Term Earnings Profile

Gentex's analyst price target has been adjusted lower by about $0.91 as analysts factor in updated assumptions around revenue growth, profit margins, and a lower future P/E multiple, following a mix of new initiations and modest target cuts from recent research. Analyst Commentary Recent research on Gentex reflects a mixed set of target adjustments, but there are still clear pockets of optimism that focus on the company’s ability to execute on its plan and support its current valuation framework.
WRD
US$7.79
WeRide
7D
-1.3%
1Y
-27.7%
PHIN
US$72.76
PHINIA
7D
4.5%
1Y
78.0%
DAN
US$35.43
Dana
7D
3.2%
1Y
196.2%
KDK
US$7.85
Kodiak AI
7D
9.0%
1Y
-29.7%
PATK
US$121.09
Patrick Industries
7D
7.2%
1Y
48.5%

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.
MKDW
US$6.85
MKDWELL Tech
7D
-2.3%
1Y
-34.9%
ALV
US$110.51
Autoliv
7D
3.2%
1Y
32.7%

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.