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U.S. Auto Components Industry Analysis

UpdatedMay 14, 2026
DataAggregated Company Financials
Companies55
  • 7D1.5%
  • 3M-10.0%
  • 1Y11.1%
  • YTD-3.7%

The Auto Components industry is up 1.5% in the last week, with BorgWarner up 13%. This means that the industry has gained 11% over the past year. Looking forward, 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
Thu, 14 May 2026US$94.2bUS$148.7b-US$4,217,363,104.3519.7x-22.3x0.6x
Sat, 11 Apr 2026US$92.1bUS$155.4b-US$431,652,295.9016.2x-213.4x0.6x
Mon, 09 Mar 2026US$93.6bUS$146.6b-US$1,415,699,120.6518.1x-66.1x0.6x
Wed, 04 Feb 2026US$100.3bUS$148.1b-US$1,027,329,259.8124.3x-97.7x0.7x
Fri, 02 Jan 2026US$98.8bUS$147.6b-US$833,404,951.7819x-118.6x0.7x
Sun, 30 Nov 2025US$107.3bUS$150.3b-US$656,902,963.6721.3x-163.3x0.7x
Tue, 28 Oct 2025US$114.1bUS$149.1bUS$2.7b18.5x42.2x0.8x
Thu, 25 Sep 2025US$115.5bUS$148.9bUS$39.2m18.3x2943.4x0.8x
Sat, 23 Aug 2025US$104.9bUS$148.9bUS$40.8m17.1x2574.2x0.7x
Mon, 21 Jul 2025US$101.5bUS$148.4bUS$307.8m14.5x329.6x0.7x
Wed, 18 Jun 2025US$92.1bUS$148.3bUS$280.1m13.4x328.8x0.6x
Fri, 16 May 2025US$92.8bUS$148.2bUS$236.2m13.8x393x0.6x
Sun, 13 Apr 2025US$74.4bUS$149.4bUS$738.1m12.1x100.8x0.5x
Tue, 11 Mar 2025US$87.5bUS$149.3bUS$1.1b16.5x80.7x0.6x
Thu, 06 Feb 2025US$88.9bUS$149.9bUS$2.2b17.3x39.5x0.6x
Sat, 04 Jan 2025US$92.8bUS$150.3bUS$2.4b18.1x38.5x0.6x
Mon, 02 Dec 2024US$94.5bUS$150.3bUS$2.4b19.4x38.9x0.6x
Wed, 30 Oct 2024US$101.5bUS$162.0bUS$5.8b19.6x17.5x0.6x
Fri, 27 Sep 2024US$94.9bUS$153.0bUS$6.1b18.6x15.6x0.6x
Sun, 25 Aug 2024US$98.8bUS$153.0bUS$6.1b19.8x16.3x0.6x
Tue, 23 Jul 2024US$107.6bUS$153.6bUS$5.1b19.2x21x0.7x
Thu, 20 Jun 2024US$107.4bUS$153.6bUS$5.0b18.2x21.4x0.7x
Sat, 18 May 2024US$119.0bUS$153.7bUS$5.1b19.1x23.4x0.8x
Mon, 15 Apr 2024US$116.3bUS$153.8bUS$5.1b18.8x23x0.8x
Wed, 13 Mar 2024US$118.5bUS$155.5bUS$5.2b18.6x22.7x0.8x
Fri, 09 Feb 2024US$116.1bUS$154.3bUS$4.9b16.6x23.7x0.8x
Sun, 07 Jan 2024US$120.1bUS$156.2bUS$4.4b16.6x27.4x0.8x
Tue, 05 Dec 2023US$125.3bUS$156.2bUS$4.3b15.6x29x0.8x
Thu, 02 Nov 2023US$118.8bUS$155.5bUS$3.2b18x37.1x0.8x
Sat, 30 Sep 2023US$135.0bUS$154.6bUS$3.0b20.9x45.2x0.9x
Mon, 28 Aug 2023US$130.4bUS$154.6bUS$3.0b20.7x43.7x0.8x
Wed, 26 Jul 2023US$145.4bUS$153.3bUS$3.3b20.3x44.2x0.9x
Fri, 23 Jun 2023US$131.3bUS$149.4bUS$3.1b17.4x42.7x0.9x
Sun, 21 May 2023US$126.5bUS$147.5bUS$2.9b17.8x43.2x0.9x
Price to Earnings Ratio

43.2x


Total Market Cap: US$126.5bTotal Earnings: US$2.9bTotal Revenue: US$147.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Components Industry Price to Earnings3Y Average 206.2x202420252026
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 0.71x.
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 Market0.55%
Consumer Discretionary-1.02%
Auto Components1.51%
Auto Parts and Equipment2.02%
Tires and Rubber-20.38%
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 7.0% 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
    		BWA BorgWarnerUS$66.8712.6%
    +US$1.5b    		103.1%PE37.9x
    		MBLY Mobileye GlobalUS$10.5316.1%
    +US$1.2b    		-37.0%PS4.4x
    		GTX Garrett MotionUS$31.3516.3%
    +US$823.6m    		160.4%PE17.1x
    		QS QuantumScapeUS$8.668.9%
    +US$436.8m    		100.5%PB4.8x
    		HSAI Hesai GroupUS$24.047.1%
    +US$248.7m    		34.8%PE58.6x

    Latest News

    LCII
    US$110.96
    LCI Industries
    7D
    -5.1%
    1Y
    24.2%
    BWA
    US$66.87
    BorgWarner
    7D
    12.6%
    1Y
    103.1%
    DAN
    US$34.29
    Dana
    7D
    -3.7%
    1Y
    104.6%
    APTV
    US$54.21
    Aptiv
    7D
    -4.6%
    1Y
    -21.9%
    VGNT
    US$43.80
    Versigent
    7D
    5.4%
    1Y
    n/a
    GNTX
    US$22.90
    Gentex
    7D
    -2.8%
    1Y
    0.8%
    KDK
    US$7.99
    Kodiak AI
    7D
    -9.5%
    1Y
    -29.2%
    Seeking Alpha • May 12

    Kodiak AI: Major Delay And Dilution

    Summary Kodiak AI faces a significant delay in its flagship 100-truck Atlas order, pushing the anticipated revenue growth ramp to 2027. Q1 revenue of $1.83 million beat estimates, but operating losses doubled year over year to nearly $38 million amid heavy cash burn. Equity dilution accelerated with a 15.38 million share sale at $6.50, lowering warrant and convertible exercise prices and expanding potential future share count. Read the full article on Seeking Alpha
    DCH
    US$6.55
    Dauch
    7D
    12.9%
    1Y
    38.8%
    GT
    US$5.81
    Goodyear Tire & Rubber
    7D
    -20.4%
    1Y
    -47.8%
    GTX
    US$31.35
    Garrett Motion
    7D
    16.3%
    1Y
    160.4%
    QS
    US$8.66
    QuantumScape
    7D
    8.9%
    1Y
    100.5%
    FOXF
    US$16.25
    Fox Factory Holding
    7D
    -10.6%
    1Y
    -38.3%
    MBLY
    US$10.53
    Mobileye Global
    7D
    16.1%
    1Y
    -37.0%
    DORM
    US$116.32
    Dorman Products
    7D
    -5.1%
    1Y
    -9.2%
    VC
    US$114.95
    Visteon
    7D
    1.1%
    1Y
    31.9%
    Narrative Update • May 03

    VC: Capital Returns And Dividend Increases Will Drive Future Upside

    Analysts have adjusted their price target on Visteon from $130 to $135. This change reflects updated assumptions around revenue growth, profit margins, the discount rate used in their models, and the future P/E multiple.
    HSAI
    US$24.04
    Hesai Group
    7D
    7.1%
    1Y
    34.8%
    Narrative Update • May 01

    HSAI: Future Profitability Hinges On Execution Of Spatial Intelligence Shift

    Analysts have adjusted Hesai Group's fair value estimate to $25.22 from $24.03, reflecting updated assumptions on discount rate, revenue growth, profit margins, and a higher future P/E, informed by a mix of newly bullish initiations and a recent price target cut on the Street. Analyst Commentary Recent Street research around Hesai Group has been mixed.