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U.S. Auto Components Industry Analysis

UpdatedJul 31, 2026
DataAggregated Company Financials
Companies58
  • 7D2.2%
  • 3M-1.7%
  • 1Y-1.0%
  • YTD-9.1%

Last week, the Auto Components industry hasn't moved much but Autoliv is up 7.8% in that time. Furthermore, the industry has been flat for the past year as well. 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
Fri, 31 Jul 2026US$91.5bUS$148.9b-US$4,166,682,099.9520x-21.9x0.6x
Sun, 28 Jun 2026US$93.1bUS$148.8b-US$4,164,525,238.7221.7x-22.3x0.6x
Tue, 26 May 2026US$96.0bUS$148.8b-US$4,174,865,197.1619.1x-23x0.6x
Thu, 23 Apr 2026US$94.7bUS$155.6b-US$448,154,129.2218.4x-211.2x0.6x
Sat, 21 Mar 2026US$88.5bUS$146.5b-US$960,705,590.8816.1x-92.1x0.6x
Mon, 16 Feb 2026US$109.0bUS$148.8b-US$896,044,612.6221.7x-121.6x0.7x
Wed, 14 Jan 2026US$107.2bUS$147.6b-US$833,951,693.8222.9x-128.5x0.7x
Fri, 12 Dec 2025US$101.3bUS$147.6b-US$843,513,481.5319.1x-120.1x0.7x
Sun, 09 Nov 2025US$111.4bUS$150.2b-US$284,775,927.0322.4x-391x0.7x
Tue, 07 Oct 2025US$117.3bUS$148.9bUS$37.6m18.8x3124x0.8x
Thu, 04 Sep 2025US$107.6bUS$148.9bUS$39.7m17.3x2712.2x0.7x
Sat, 02 Aug 2025US$98.9bUS$148.8b-US$300,464,224.2015.1x-329.2x0.7x
Mon, 30 Jun 2025US$96.8bUS$148.3bUS$279.5m13.9x346.5x0.7x
Wed, 28 May 2025US$89.1bUS$148.2bUS$270.2m14x329.8x0.6x
Fri, 25 Apr 2025US$77.7bUS$149.4bUS$778.2m13.5x99.8x0.5x
Sun, 23 Mar 2025US$88.2bUS$149.4bUS$737.4m15.6x119.6x0.6x
Tue, 18 Feb 2025US$91.9bUS$149.4bUS$1.4b18x65.2x0.6x
Thu, 16 Jan 2025US$90.3bUS$150.3bUS$2.4b18.8x37.4x0.6x
Sat, 14 Dec 2024US$95.0bUS$150.3bUS$2.4b19.3x39.1x0.6x
Mon, 11 Nov 2024US$97.7bUS$159.4bUS$2.2b19.9x45.2x0.6x
Wed, 09 Oct 2024US$94.4bUS$153.0bUS$6.1b18.3x15.5x0.6x
Fri, 06 Sep 2024US$94.9bUS$153.0bUS$6.1b18.2x15.6x0.6x
Sun, 04 Aug 2024US$96.2bUS$153.2bUS$6.1b18.1x15.6x0.6x
Tue, 02 Jul 2024US$108.0bUS$153.6bUS$5.0b17.9x21.5x0.7x
Thu, 30 May 2024US$116.0bUS$153.6bUS$5.0b19.9x23.1x0.8x
Sat, 27 Apr 2024US$114.3bUS$153.7bUS$5.0b18.5x22.7x0.7x
Mon, 25 Mar 2024US$124.0bUS$155.5bUS$5.2b19.8x23.8x0.8x
Wed, 21 Feb 2024US$115.3bUS$155.6bUS$5.3b17.6x21.8x0.7x
Fri, 19 Jan 2024US$115.2bUS$156.2bUS$4.4b16.8x26.3x0.7x
Sun, 17 Dec 2023US$131.0bUS$156.2bUS$4.3b16.1x30.4x0.8x
Tue, 14 Nov 2023US$117.1bUS$156.2bUS$4.3b14.2x27.3x0.7x
Thu, 12 Oct 2023US$130.9bUS$154.6bUS$3.0b20.7x43.9x0.8x
Sat, 09 Sep 2023US$132.2bUS$154.6bUS$3.0b21.1x44.3x0.9x
Mon, 07 Aug 2023US$143.4bUS$156.6bUS$3.3b17.2x43.3x0.9x
Price to Earnings Ratio

43.3x


Total Market Cap: US$143.4bTotal Earnings: US$3.3bTotal Revenue: US$156.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Components Industry Price to Earnings3Y Average 201.5x202420252026
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 Market0.50%
Consumer Discretionary2.18%
Auto Components2.21%
Auto Parts and Equipment2.25%
Tires and Rubber0.70%
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
    		ALV AutolivUS$124.167.8%
    +US$655.5m    		11.3%PE14.1x
    		APTV AptivUS$58.093.5%
    +US$421.1m    		-15.4%PE33.7x
    		MBLY Mobileye GlobalUS$7.905.8%
    +US$365.6m    		-44.5%PS3.3x
    		HSAI Hesai GroupUS$16.5612.2%
    +US$281.6m    		-12.8%PE37.1x
    		LEA LearUS$146.332.7%
    +US$195.4m    		55.2%PE13.9x

    Latest News

    PATK
    US$84.00
    Patrick Industries
    7D
    -1.7%
    1Y
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    GTX
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    Garrett Motion
    7D
    -1.7%
    1Y
    137.7%
    PHIN
    US$73.06
    PHINIA
    7D
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    1Y
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    MBLY
    US$7.90
    Mobileye Global
    7D
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    1Y
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    Gentex
    7D
    -0.7%
    1Y
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    Gentex: Facing Ongoing Challenges From A Tough Auto OEM Environment

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    HSAI
    US$16.56
    Hesai Group
    7D
    12.2%
    1Y
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    THRM
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    Gentherm
    7D
    -7.2%
    1Y
    32.1%
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    THRM: Record Results And Buybacks Will Support Measured Long Term Upside

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    VC
    US$105.09
    Visteon
    7D
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    1Y
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    QS
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    QuantumScape
    7D
    2.2%
    1Y
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    DAN
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    Dana
    7D
    -2.1%
    1Y
    70.0%
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    DAN: Eaton Mobility Deal Will Reshape Margins And Support Future Upside

    Analysts have modestly reduced their price target on Dana to $37.57 from $39.43, citing updated assumptions around the discount rate, revenue growth, profit margin, and future P/E estimates. What’s in the News for Dana Dana Inc.
    ADNT
    US$21.88
    Adient
    7D
    8.8%
    1Y
    2.1%
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    LCII
    US$102.65
    LCI Industries
    7D
    -1.9%
    1Y
    8.1%
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    LCII: Pending Patrick Merger Will Support Future Scale Benefits And Demand Resilience

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    SLDP
    US$2.07
    Solid Power
    7D
    -4.0%
    1Y
    -35.3%
    ALV
    US$124.16
    Autoliv
    7D
    7.8%
    1Y
    11.3%
    LEA
    US$146.33
    Lear
    7D
    2.7%
    1Y
    55.2%
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    Lear Is In High Gear

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    APTV
    US$58.09
    Aptiv
    7D
    3.5%
    1Y
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