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U.S. Auto Components Industry Analysis

UpdatedJul 22, 2026
DataAggregated Company Financials
Companies58
  • 7D-0.8%
  • 3M-0.4%
  • 1Y-6.7%
  • YTD-8.4%

The Auto Components is pretty flat in the last 7 days, but Lear has stood out, gaining 5.1%. As for the longer term, the industry has declined 6.7% in the last year. 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, 23 Jul 2026US$90.7bUS$148.9b-US$4,231,361,554.0920.7x-21.4x0.6x
Sat, 20 Jun 2026US$95.9bUS$148.8b-US$4,165,283,781.1320.4x-23x0.6x
Mon, 18 May 2026US$93.0bUS$148.8b-US$4,171,628,011.4319.1x-22.3x0.6x
Wed, 15 Apr 2026US$91.8bUS$155.4b-US$431,943,702.1816.4x-212.5x0.6x
Fri, 13 Mar 2026US$91.3bUS$146.5b-US$961,150,583.2517.3x-95x0.6x
Sun, 08 Feb 2026US$106.1bUS$148.6b-US$1,036,559,054.5425.5x-102.3x0.7x
Tue, 06 Jan 2026US$104.1bUS$147.6b-US$833,640,464.3919x-124.8x0.7x
Thu, 04 Dec 2025US$99.0bUS$147.6b-US$843,382,262.4919.7x-117.3x0.7x
Sat, 01 Nov 2025US$110.2bUS$150.0bUS$2.0b18.7x56x0.7x
Mon, 29 Sep 2025US$113.7bUS$148.9bUS$39.3m18.4x2892.8x0.8x
Wed, 27 Aug 2025US$109.4bUS$148.9bUS$40.2m17.2x2721.4x0.7x
Fri, 25 Jul 2025US$104.1bUS$148.4bUS$314.9m14.8x330.6x0.7x
Sun, 22 Jun 2025US$90.7bUS$148.3bUS$279.5m13.4x324.6x0.6x
Tue, 20 May 2025US$92.1bUS$148.2bUS$235.9m14.1x390.7x0.6x
Thu, 17 Apr 2025US$74.6bUS$149.4bUS$780.3m12x95.6x0.5x
Sat, 15 Mar 2025US$87.1bUS$149.4bUS$736.8m15.7x118.2x0.6x
Mon, 10 Feb 2025US$88.9bUS$149.7bUS$1.0b17.9x88.5x0.6x
Wed, 08 Jan 2025US$95.9bUS$150.3bUS$2.4b18.1x39.7x0.6x
Fri, 06 Dec 2024US$94.8bUS$150.3bUS$2.4b19.4x39x0.6x
Sun, 03 Nov 2024US$94.0bUS$161.4bUS$2.0b16.8x47.9x0.6x
Tue, 01 Oct 2024US$99.7bUS$153.0bUS$6.1b19x16.4x0.7x
Thu, 29 Aug 2024US$97.3bUS$153.0bUS$6.1b19.4x16x0.6x
Sat, 27 Jul 2024US$103.6bUS$153.7bUS$5.2b19.4x20.1x0.7x
Mon, 24 Jun 2024US$109.2bUS$153.6bUS$5.0b18.3x21.7x0.7x
Wed, 22 May 2024US$117.4bUS$153.7bUS$5.1b19.4x23.1x0.8x
Fri, 19 Apr 2024US$112.0bUS$153.7bUS$5.1b18.4x21.9x0.7x
Sun, 17 Mar 2024US$117.4bUS$155.5bUS$5.2b19.6x22.5x0.8x
Tue, 13 Feb 2024US$119.5bUS$154.4bUS$4.8b18.1x24.6x0.8x
Thu, 11 Jan 2024US$120.6bUS$156.2bUS$4.4b16.7x27.5x0.8x
Sat, 09 Dec 2023US$124.7bUS$156.2bUS$4.3b15.3x28.9x0.8x
Mon, 06 Nov 2023US$118.3bUS$156.3bUS$4.5b15x26.2x0.8x
Wed, 04 Oct 2023US$134.0bUS$154.6bUS$3.0b20.1x44.9x0.9x
Fri, 01 Sep 2023US$134.3bUS$154.6bUS$3.0b21.3x45x0.9x
Sun, 30 Jul 2023US$144.2bUS$153.0bUS$3.2b20.4x44.6x0.9x
Price to Earnings Ratio

44.6x


Total Market Cap: US$144.2bTotal Earnings: US$3.2bTotal Revenue: US$153.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Components Industry Price to Earnings3Y Average 201.9x202420252026
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 0.69x.
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-0.68%
Consumer Discretionary-0.82%
Auto Components-0.84%
Tires and Rubber9.41%
Auto Parts and Equipment-1.06%
Industry PE
    Forecasted Growth
    • Analysts are most optimistic on the Auto Parts and Equipment industry, expecting annual earnings growth of 33% over the next 5 years.
    • This is better than its past earnings growth rate of 11% per year.
    • In contrast, the Auto Parts and Equipment industry is expected to see its earnings grow by 33% 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
    		GT Goodyear Tire & RubberUS$7.4510.5%
    +US$203.4m    		-35.4%PS0.1x
    		LEA LearUS$143.692.4%
    +US$165.3m    		32.1%PE13.6x
    		DCH DauchUS$5.707.3%
    +US$92.6m    		15.4%PS0.2x
    		PATK Patrick IndustriesUS$86.422.2%
    +US$60.3m    		-13.2%PE21x
    		ADNT AdientUS$20.653.6%
    +US$56.5m    		-10.7%PE27.4x

    Latest News

    LCII
    US$106.01
    LCI Industries
    7D
    1.8%
    1Y
    4.7%
    WRD
    US$5.79
    WeRide
    7D
    -6.3%
    1Y
    -42.0%
    DAN
    US$28.04
    Dana
    7D
    1.2%
    1Y
    70.0%
    MBLY
    US$8.78
    Mobileye Global
    7D
    -6.9%
    1Y
    -45.5%
    DCH
    US$5.70
    Dauch
    7D
    7.3%
    1Y
    15.4%
    Narrative Update • Jul 20

    DCH: Dowlais Integration And Engine Exposure Will Shape Cyclical Risk Reward Path

    Analysts have trimmed Dauch's fair value estimate from $7.00 to $6.00, reflecting a lower implied future P/E multiple. They also point to mixed Q2 previews and differing views on how the Dowlais acquisition and exposure to traditional internal combustion engine programs may shape the stock's risk and reward.
    ALV
    US$119.01
    Autoliv
    7D
    -3.1%
    1Y
    1.6%
    PATK
    US$86.42
    Patrick Industries
    7D
    2.2%
    1Y
    -13.2%
    QS
    US$5.87
    QuantumScape
    7D
    -8.7%
    1Y
    -54.2%
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    LEA
    US$143.69
    Lear
    7D
    2.4%
    1Y
    32.1%
    Seeking Alpha • Jul 17

    Lear Is In High Gear

    Summary Lear Corporation is rated a ‘buy’ due to resilient growth and exceptionally low valuation multiples despite industry headwinds. LEA’s Q1 2026 revenue rose to $5.82B, driven by strong seating segment performance and global diversification, even as global vehicle production declined. Management guides for 2026 revenue of $23.21–$24.01B and EBITDA of $1.65–$1.82B, reflecting confidence in product innovation and robust order pipelines. Execution in a weak macro environment and attractive relative valuation positions LEA for potential upside if even modest improvements materialize. Read the full article on Seeking Alpha
    GT
    US$7.45
    Goodyear Tire & Rubber
    7D
    10.5%
    1Y
    -35.4%
    BWA
    US$64.25
    BorgWarner
    7D
    0.4%
    1Y
    75.9%
    Seeking Alpha • Jul 15

    BorgWarner: From Deep Value To A Balanced Buy

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    ADNT
    US$20.65
    Adient
    7D
    3.6%
    1Y
    -10.7%
    DORM
    US$134.90
    Dorman Products
    7D
    -1.9%
    1Y
    9.7%
    HSAI
    US$14.88
    Hesai Group
    7D
    -6.1%
    1Y
    -30.6%
    APTV
    US$58.22
    Aptiv
    7D
    -1.3%
    1Y
    -19.0%
    ECX
    US$1.01
    ECARX Holdings
    7D
    -18.5%
    1Y
    -24.6%
    Narrative Update • Jun 26

    ECX: Future Autonomy Contracts Will Drive Upside Despite Going Concern Risk

    Analysts have adjusted their fair value estimate for ECARX Holdings to $4.11 from $5.00, citing updated assumptions around discount rate, revenue growth, profit margin and future P/E that they believe better reflect the company’s current risk and earnings outlook. What’s in the News for ECARX Holdings ECARX Holdings signed a binding memorandum of business cooperation with TPK Holding to jointly develop the ORCA LiDAR platform for global markets, with mass production scheduled to start in 2028 at TPK’s facility in Thailand.