Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Auto Components Industry Analysis

UpdatedMay 24, 2026
DataAggregated Company Financials
Companies54
  • 7D3.2%
  • 3M-4.9%
  • 1Y14.2%
  • YTD-4.0%

In the last week, the Auto Components industry is up 3.2%, with Aptiv leading the way with a 5.6% gain. During this same period, the Hesai Group underperformed, falling 8.1%. In the last 12 months, the industry was up 14%. Earnings are forecast to grow by 31% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 24 May 2026US$96.0bUS$148.8b-US$4,174,865,197.1619.1x-23x0.6x
Tue, 21 Apr 2026US$94.9bUS$155.6b-US$457,713,204.8818.8x-207.4x0.6x
Thu, 19 Mar 2026US$90.4bUS$146.5b-US$961,049,019.1517x-94x0.6x
Sat, 14 Feb 2026US$108.1bUS$148.8b-US$836,244,612.6221.5x-129.3x0.7x
Mon, 12 Jan 2026US$107.5bUS$147.6b-US$833,940,608.8823.2x-128.9x0.7x
Wed, 10 Dec 2025US$98.5bUS$147.6b-US$843,399,171.0117.8x-116.8x0.7x
Fri, 07 Nov 2025US$112.4bUS$150.1b-US$284,808,760.6121.4x-394.7x0.7x
Sun, 05 Oct 2025US$117.4bUS$148.9bUS$37.6m18.9x3123.7x0.8x
Tue, 02 Sep 2025US$108.8bUS$148.9bUS$39.2m17.1x2777.7x0.7x
Thu, 31 Jul 2025US$99.5bUS$148.5bUS$345.3m15.5x288.1x0.7x
Sat, 28 Jun 2025US$97.1bUS$148.3bUS$279.5m13.9x347.5x0.7x
Mon, 26 May 2025US$89.1bUS$148.2bUS$269.5m13.5x330.5x0.6x
Wed, 23 Apr 2025US$74.0bUS$149.4bUS$779.4m13.1x94.9x0.5x
Fri, 21 Mar 2025US$89.1bUS$149.4bUS$737.3m15.8x120.9x0.6x
Sun, 16 Feb 2025US$91.9bUS$149.4bUS$1.4b18x65.2x0.6x
Tue, 14 Jan 2025US$88.0bUS$150.3bUS$2.4b17.9x36.5x0.6x
Thu, 12 Dec 2024US$95.1bUS$150.3bUS$2.4b19.8x39.2x0.6x
Sat, 09 Nov 2024US$98.0bUS$160.9bUS$2.1b18.2x47x0.6x
Mon, 07 Oct 2024US$95.5bUS$153.0bUS$6.1b18.4x15.7x0.6x
Wed, 04 Sep 2024US$98.6bUS$153.0bUS$6.1b17.9x16.2x0.6x
Fri, 02 Aug 2024US$106.2bUS$153.3bUS$5.5b19.3x19.3x0.7x
Sun, 30 Jun 2024US$108.0bUS$153.6bUS$5.0b18x21.5x0.7x
Tue, 28 May 2024US$115.0bUS$153.6bUS$5.0b19.6x22.9x0.7x
Thu, 25 Apr 2024US$114.1bUS$153.8bUS$5.1b18.4x22.3x0.7x
Sat, 23 Mar 2024US$124.0bUS$155.5bUS$5.2b19.8x23.8x0.8x
Mon, 19 Feb 2024US$117.2bUS$155.8bUS$4.8b18.6x24.4x0.8x
Wed, 17 Jan 2024US$117.5bUS$156.2bUS$4.4b16.4x26.8x0.8x
Fri, 15 Dec 2023US$128.5bUS$156.2bUS$4.3b16.5x29.8x0.8x
Sun, 12 Nov 2023US$115.2bUS$156.2bUS$4.3b14.2x26.9x0.7x
Tue, 10 Oct 2023US$131.0bUS$154.6bUS$3.0b20.4x43.9x0.8x
Thu, 07 Sep 2023US$134.3bUS$154.6bUS$3.0b21.3x45x0.9x
Sat, 05 Aug 2023US$141.8bUS$156.6bUS$3.3b17.2x42.8x0.9x
Mon, 03 Jul 2023US$137.3bUS$152.7bUS$3.3b17.5x41.4x0.9x
Wed, 31 May 2023US$132.5bUS$149.4bUS$3.1b17.1x43.1x0.9x
Price to Earnings Ratio

43.1x


Total Market Cap: US$132.5bTotal Earnings: US$3.1bTotal Revenue: US$149.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Components Industry Price to Earnings3Y Average 205.6x202420252026
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 0.71x.
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 Market1.06%
Consumer Discretionary1.69%
Auto Components3.24%
Tires and Rubber4.43%
Auto Parts and Equipment3.21%
Industry PE
    Forecasted Growth
    • Analysts are most optimistic on the Auto Parts and Equipment industry, expecting annual earnings growth of 31% 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 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
    		APTV AptivUS$57.365.6%
    +US$639.1m    		-13.2%PE33.3x
    		ALV AutolivUS$122.736.9%
    +US$589.9m    		21.8%PE13x
    		BWA BorgWarnerUS$65.824.1%
    +US$535.3m    		101.4%PE37.3x
    		GTX Garrett MotionUS$33.297.5%
    +US$432.4m    		203.7%PE18.2x
    		LEA LearUS$139.805.3%
    +US$354.7m    		56.8%PE13.3x

    Latest News

    QS
    US$8.20
    QuantumScape
    7D
    2.4%
    1Y
    106.5%
    GTX
    US$33.29
    Garrett Motion
    7D
    7.5%
    1Y
    203.7%
    HSAI
    US$20.63
    Hesai Group
    7D
    -8.1%
    1Y
    -3.8%
    ECX
    US$0.99
    ECARX Holdings
    7D
    -9.2%
    1Y
    -34.9%
    KDK
    US$7.78
    Kodiak AI
    7D
    -4.1%
    1Y
    -31.1%
    PATK
    US$90.87
    Patrick Industries
    7D
    -0.4%
    1Y
    5.5%
    APTV
    US$57.36
    Aptiv
    7D
    5.6%
    1Y
    -13.2%
    Narrative Update • May 20

    APTV: Versigent Spin Off Reset Will Shape Future Upside Potential

    Analysts have trimmed the Aptiv fair value estimate from $74.00 to $65.00, reflecting a mix of lower price targets across the Street after the Versigent spin off, a slightly higher discount rate, more cautious revenue and margin assumptions, and a lower future P/E multiple, despite some firms still highlighting upside potential. Analyst Commentary Recent Street research around Aptiv has leaned more cautious, with several bearish analysts trimming price targets following the Versigent spin off and updating their models.
    HLLY
    US$2.51
    Holley
    7D
    -4.9%
    1Y
    27.4%
    Narrative Update • May 20

    HLLY: Recalibrated Assumptions And New Offerings Will Support Future Upside

    Analysts have trimmed their price targets on Holley by $0.50 to $1.00, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E. Taken together, these factors point to a more cautious but still constructive outlook on the stock.
    GNTX
    US$23.85
    Gentex
    7D
    4.3%
    1Y
    10.3%
    MBLY
    US$10.18
    Mobileye Global
    7D
    1.6%
    1Y
    -34.8%
    Narrative Update • May 18

    MBLY: Driver Monitoring Adoption Will Support Earnings Beyond 2026

    Analysts have trimmed the fair value estimate for Mobileye Global from $25.69 to $23.06, reflecting a mix of lower revenue growth and profit margin assumptions, a slightly higher discount rate, and a higher future P/E. Recent price target cuts and cautious commentary suggest near term upside may already be well reflected in current expectations.
    LEA
    US$139.80
    Lear
    7D
    5.3%
    1Y
    56.8%
    BWA
    US$65.82
    BorgWarner
    7D
    4.1%
    1Y
    101.4%
    VGNT
    US$41.13
    Versigent
    7D
    -3.9%
    1Y
    n/a
    ALV
    US$122.73
    Autoliv
    7D
    6.9%
    1Y
    21.8%
    PHIN
    US$74.80
    PHINIA
    7D
    -1.6%
    1Y
    74.6%
    Narrative Update • May 11

    PHIN: Future Upside Will Hinge On Hydrogen Expansion And Ongoing Buybacks

    Analysts have nudged PHINIA's fair value estimate to $87.50, reflecting updated views on slightly lower revenue growth and profit margins, a higher discount rate, and a reduced future P/E multiple after recent price target revisions across the Street. Analyst Commentary Bullish and bearish voices on PHINIA have been active, with recent changes in ratings and several price target adjustments clustering around the high $80s range.
    CAAS
    US$4.63
    China Automotive Systems
    7D
    -2.1%
    1Y
    14.9%
    Seeking Alpha • Apr 25

    China Automotive Systems: Still Worth Being Bullish On

    Summary The latest report from CAAS brings to the forefront the fact that the company continues to do much better than its sluggish stock performance would suggest. The near-term outlook has become more convoluted due to the war in the Middle East, but the eventual impact may not be so bad and may even be beneficial. Growth in the top and the bottom line combined with a stagnant stock price has pushed valuations down to the point CAAS is arguably worth the risk. There are risks, but a strong balance sheet and low valuations make them acceptable, which is why I am bullish on CAAS with a buy rating. Read the full article on Seeking Alpha