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U.S. Auto Components Industry Analysis

UpdatedFeb 20, 2026
DataAggregated Company Financials
Companies63
  • 7D-3.2%
  • 3M11.1%
  • 1Y7.4%
  • YTD3.1%

Over the last 7 days, the Auto Components industry has dropped 3.2%, driven by BorgWarner declining 9.4%. In the past year, the industry has gained 7.4%. Looking forward, 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
Fri, 20 Feb 2026US$107.6bUS$148.9b-US$886,919,938.9320.4x-121.3x0.7x
Sun, 18 Jan 2026US$104.5bUS$147.6b-US$834,172,160.5722.8x-125.3x0.7x
Tue, 16 Dec 2025US$100.6bUS$147.6b-US$843,531,080.3518.7x-119.2x0.7x
Thu, 13 Nov 2025US$110.6bUS$150.2b-US$238,919,435.5323.5x-462.9x0.7x
Sat, 11 Oct 2025US$112.2bUS$148.9bUS$38.2m17.3x2932.7x0.8x
Mon, 08 Sep 2025US$110.0bUS$148.9bUS$39.4m17.3x2789.6x0.7x
Wed, 06 Aug 2025US$98.4bUS$149.0b-US$285,663,482.4015.6x-344.5x0.7x
Fri, 04 Jul 2025US$102.0bUS$148.3bUS$279.3m15.2x365.2x0.7x
Sun, 01 Jun 2025US$90.7bUS$148.3bUS$282.8m13.8x320.5x0.6x
Tue, 29 Apr 2025US$81.0bUS$149.5bUS$892.5m14.5x90.8x0.5x
Thu, 27 Mar 2025US$92.0bUS$149.4bUS$738.3m15.7x124.6x0.6x
Sat, 22 Feb 2025US$89.9bUS$149.2bUS$1.1b18.2x80.2x0.6x
Mon, 20 Jan 2025US$92.1bUS$150.3bUS$2.4b19.3x38.2x0.6x
Wed, 18 Dec 2024US$94.0bUS$150.3bUS$2.4b18.6x38.7x0.6x
Fri, 15 Nov 2024US$99.8bUS$159.3bUS$2.2b19.8x46.2x0.6x
Sun, 13 Oct 2024US$97.9bUS$162.3bUS$6.1b19.1x16x0.6x
Tue, 10 Sep 2024US$90.8bUS$153.0bUS$6.1b18.4x15x0.6x
Thu, 08 Aug 2024US$94.1bUS$152.9bUS$6.1b18.6x15.5x0.6x
Sat, 06 Jul 2024US$107.8bUS$153.6bUS$5.0b17.7x21.4x0.7x
Mon, 03 Jun 2024US$115.9bUS$153.6bUS$5.0b20.2x23.1x0.8x
Wed, 01 May 2024US$111.2bUS$153.7bUS$5.0b18.2x22.1x0.7x
Fri, 29 Mar 2024US$126.0bUS$155.5bUS$5.2b19.8x24.2x0.8x
Sun, 25 Feb 2024US$113.6bUS$155.6bUS$5.2b18.3x21.8x0.7x
Tue, 23 Jan 2024US$117.1bUS$156.2bUS$4.4b17.3x26.7x0.7x
Thu, 21 Dec 2023US$133.4bUS$156.2bUS$4.3b16.4x30.9x0.9x
Sat, 18 Nov 2023US$123.2bUS$156.2bUS$4.3b15.2x28.6x0.8x
Mon, 16 Oct 2023US$125.3bUS$154.6bUS$3.0b20.1x42x0.8x
Wed, 13 Sep 2023US$132.2bUS$154.6bUS$3.0b21.6x44.3x0.9x
Fri, 11 Aug 2023US$139.3bUS$154.6bUS$3.0b21.8x47.1x0.9x
Sun, 09 Jul 2023US$140.7bUS$152.7bUS$3.3b18.1x42.4x0.9x
Tue, 06 Jun 2023US$132.6bUS$149.4bUS$3.1b17.7x43.1x0.9x
Thu, 04 May 2023US$123.2bUS$147.1bUS$3.3b17.1x37.8x0.8x
Sat, 01 Apr 2023US$138.1bUS$145.6bUS$3.3b18.9x42.5x0.9x
Mon, 27 Feb 2023US$138.8bUS$145.5bUS$3.1b18.6x44.2x1x
Price to Earnings Ratio

44.2x


Total Market Cap: US$138.8bTotal Earnings: US$3.1bTotal Revenue: US$145.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Components Industry Price to Earnings3Y Average 216.8x202420252026
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 0.73x.
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 Market0.64%
Consumer Discretionary0.67%
Auto Components-3.18%
Auto Parts and Equipment-3.11%
Tires and Rubber-6.10%
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 30.6%, which is higher than its past year's earnings decline of 3.0% per year.
Forecasted Growth
  • Analysts are most optimistic on the Tires and Rubber industry, expecting annual earnings growth of 115% 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
DCH DauchUS$7.02-16.7%
US$656.0m		19.4%PS0.3x
HSAI Hesai GroupUS$28.1212.1%
+US$476.1m		51.9%PE71x
DAN DanaUS$34.143.0%
+US$110.1m		109.2%PE59x
CPS Cooper-Standard HoldingsUS$39.3215.1%
+US$91.2m		163.9%PS0.3x
KDK Kodiak AIUS$8.795.3%
+US$77.0m		-20.5%PS93.5x

Latest News

LCII
US$145.90
LCI Industries
7D
-5.7%
1Y
36.3%
QS
US$7.17
QuantumScape
7D
-7.7%
1Y
34.5%
GTX
US$19.28
Garrett Motion
7D
-6.4%
1Y
97.7%
CPS
US$39.32
Cooper-Standard Holdings
7D
15.1%
1Y
163.9%
KDK
US$8.79
Kodiak AI
7D
5.3%
1Y
-20.5%
DCH
US$7.02
Dauch
7D
-16.7%
1Y
19.4%

DCH: Dowlais Synergies And Guidance Reset Will Support Higher Fair Value

Narrative Update on Dauch The consensus analyst price target for Dauch has shifted down by $2 to $10 as analysts factor in lower FY26 guidance tied to accounting adjustments and partial-year contributions from the Dowlais deal, while still highlighting a constructive view of the potential synergies. Analyst Commentary Recent Street research on Dauch points to a mixed but generally constructive tone, with bullish analysts focusing on execution around the Dowlais acquisition and potential value from synergies, even as near term guidance has been reset.
HSAI
US$28.12
Hesai Group
7D
12.1%
1Y
51.9%

HSAI: Recent Bullish Coverage Will Support Confidence In Upcoming Execution Milestones

Analysts have revised their fair value estimate for Hesai Group to about $40.30 from roughly $35.88, reflecting updated assumptions on growth, margins and future P/E multiples following recent bullish initiations and Outperform ratings from the Street. Analyst Commentary Recent research coverage has leaned clearly positive, with bullish analysts pointing to a mix of growth potential, margin improvement and valuation support as key reasons for their constructive stance on Hesai Group.
MBLY
US$9.19
Mobileye Global
7D
-2.2%
1Y
-48.3%

MBLY: Surround ADAS Awards And Supervision Pipeline Will Drive Future Upside

The analyst fair value estimate for Mobileye Global has moved from $18.20 to $15.64 as analysts weigh lower modeled profit margins and slightly softer revenue growth expectations against ongoing ADAS monetization and a growing Supervision and Surround ADAS pipeline. Analyst Commentary Recent research shows a split view on Mobileye, with some analysts highlighting the long term opportunity in advanced driver assistance systems, or ADAS, and others focusing on execution risks and reduced earnings power into the medium term.
BWA
US$60.31
BorgWarner
7D
-9.4%
1Y
99.4%
LEA
US$134.01
Lear
7D
-2.0%
1Y
37.3%

Lear's (NYSE:LEA) Dividend Will Be $0.77

Feb 16
Lear's (NYSE:LEA) Dividend Will Be $0.77
PHIN
US$75.30
PHINIA
7D
1.0%
1Y
41.7%
DAN
US$34.14
Dana
7D
3.0%
1Y
109.2%
PATK
US$135.83
Patrick Industries
7D
-3.9%
1Y
46.0%
MPAA
US$10.58
Motorcar Parts of America
7D
11.1%
1Y
5.2%

Motorcar Parts of America, Inc. Just Reported A Surprise Profit And Analysts Updated Their Estimates

Feb 12
Motorcar Parts of America, Inc. Just Reported A Surprise Profit And Analysts Updated Their Estimates
STRT
US$90.33
Strattec Security
7D
3.6%
1Y
79.4%

STRT: Fine Tuned Assumptions Will Support Balanced Outlook For Future Upside

Analysts have modestly revised their price target for Strattec Security based on updated inputs for fair value at $89.00, discount rate at 8.02%, revenue growth at 4.13%, profit margin at 4.53% and future P/E at 14.99x. This reflects a fine tuning of expectations rather than a major reset.
APTV
US$80.46
Aptiv
7D
-3.1%
1Y
19.0%

APTV: Electrical Distribution Systems Spinoff And ADAS Wins Will Reshape Earnings Profile

Aptiv's analyst fair value estimate has moved from $95.00 to $109.00 as analysts weigh mixed price target revisions, with a focus on potential benefits tied to the Electrical Distribution Systems spinoff, improved margin expectations, and updated P/E assumptions. Analyst Commentary Recent Street research on Aptiv reflects a mix of target changes, but the tone of several reports leans constructive, especially around the Electrical Distribution Systems spinoff and management's positioning of the business.