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U.S. Auto Components Industry Analysis

UpdatedFeb 23, 2026
DataAggregated Company Financials
Companies61
  • 7D-3.7%
  • 3M8.9%
  • 1Y10.3%
  • YTD2.4%

Over the last 7 days, the Auto Components industry has dropped 3.7%, driven by Aptiv declining 6.6%. Meanwhile, Hesai Group actually outperformed within the industry, gaining 7.8% in the last week. Over the past 12 months, the industry was up 10%. 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
Tue, 24 Feb 2026US$104.9bUS$148.9b-US$1,007,264,281.5620.6x-104.1x0.7x
Thu, 22 Jan 2026US$102.9bUS$147.6b-US$834,284,550.3425x-123.4x0.7x
Sat, 20 Dec 2025US$99.7bUS$147.6b-US$843,953,515.6519.6x-118.1x0.7x
Mon, 17 Nov 2025US$106.4bUS$150.2b-US$762,198,493.1323.2x-139.5x0.7x
Wed, 15 Oct 2025US$111.0bUS$148.9bUS$38.5m17.8x2885.5x0.7x
Fri, 12 Sep 2025US$110.5bUS$148.9bUS$38.6m18x2859x0.7x
Sun, 10 Aug 2025US$100.0bUS$148.8b-US$50,191,509.9515x-1993x0.7x
Tue, 08 Jul 2025US$102.0bUS$148.3bUS$279.6m14.7x364.7x0.7x
Thu, 05 Jun 2025US$91.0bUS$148.3bUS$282.2m13.7x322.3x0.6x
Sat, 03 May 2025US$81.1bUS$149.2bUS$639.8m14.1x126.8x0.5x
Mon, 31 Mar 2025US$85.5bUS$149.4bUS$737.2m14.4x116x0.6x
Wed, 26 Feb 2025US$89.6bUS$149.2bUS$1.1b18.1x79.9x0.6x
Fri, 24 Jan 2025US$93.8bUS$150.3bUS$2.4b19x38.9x0.6x
Sun, 22 Dec 2024US$90.3bUS$150.3bUS$2.4b17.8x37.4x0.6x
Tue, 19 Nov 2024US$95.1bUS$159.3bUS$2.2b19.3x44.1x0.6x
Thu, 17 Oct 2024US$96.8bUS$162.2bUS$6.1b19.2x15.8x0.6x
Sat, 14 Sep 2024US$90.2bUS$153.0bUS$6.1b18x14.9x0.6x
Mon, 12 Aug 2024US$93.1bUS$152.9bUS$6.1b17.6x15.3x0.6x
Wed, 10 Jul 2024US$107.1bUS$153.6bUS$5.0b17.5x21.3x0.7x
Fri, 07 Jun 2024US$113.9bUS$153.6bUS$5.0b19.3x22.7x0.7x
Sun, 05 May 2024US$117.2bUS$154.1bUS$5.0b18.4x23.5x0.8x
Tue, 02 Apr 2024US$125.4bUS$155.4bUS$5.2b19.2x23.9x0.8x
Thu, 29 Feb 2024US$117.0bUS$155.6bUS$5.2b18.8x22.5x0.8x
Sat, 27 Jan 2024US$117.5bUS$156.8bUS$4.5b16x26x0.7x
Mon, 25 Dec 2023US$134.4bUS$156.2bUS$4.3b16.9x31.2x0.9x
Wed, 22 Nov 2023US$125.0bUS$156.2bUS$4.3b15.2x29x0.8x
Fri, 20 Oct 2023US$122.3bUS$154.6bUS$3.0b19.6x41x0.8x
Sun, 17 Sep 2023US$134.5bUS$154.6bUS$3.0b21.2x45.1x0.9x
Tue, 15 Aug 2023US$137.4bUS$154.6bUS$3.0b21.4x46.5x0.9x
Thu, 13 Jul 2023US$147.7bUS$152.7bUS$3.3b18.8x44.5x1x
Sat, 10 Jun 2023US$133.5bUS$149.4bUS$3.1b18.2x43.4x0.9x
Mon, 08 May 2023US$122.4bUS$148.2bUS$3.1b17.5x39.2x0.8x
Wed, 05 Apr 2023US$133.5bUS$145.5bUS$3.3b18.5x40.4x0.9x
Fri, 03 Mar 2023US$140.5bUS$145.7bUS$3.1b18.8x45.3x1x
Price to Earnings Ratio

45.3x


Total Market Cap: US$140.5bTotal Earnings: US$3.1bTotal Revenue: US$145.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Components Industry Price to Earnings3Y Average 216.2x202420252026
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 Market1.04%
Consumer Discretionary1.86%
Auto Components-3.72%
Auto Parts and Equipment-3.68%
Tires and Rubber-5.29%
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 30.5%, 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
HSAI Hesai GroupUS$27.547.0%
+US$281.3m		55.3%PE69.6x
DAN DanaUS$34.844.3%
+US$162.8m		126.7%PE60.2x
PHIN PHINIAUS$76.911.5%
+US$44.4m		51.7%PE22.4x
MPAA Motorcar Parts of AmericaUS$10.585.4%
+US$10.4m		2.0%PE104.3x
THRM GenthermUS$32.510.9%
+US$9.2m		-4.4%PE54.3x

Latest News

PHIN
US$76.91
PHINIA
7D
1.5%
1Y
51.7%
VC
US$95.07
Visteon
7D
-9.4%
1Y
7.9%
BWA
US$58.17
BorgWarner
7D
-7.4%
1Y
95.6%
GTX
US$19.28
Garrett Motion
7D
-9.3%
1Y
100.2%
HLLY
US$4.20
Holley
7D
1.2%
1Y
51.6%

HLLY: Accelerating Organic Sales And Dealer Support Will Drive Future Upside

Narrative Update on Holley Analysts have increased their price target on Holley to $8 from $7, citing the company's return to growth in Q1 2025, a third consecutive quarter of organic sales acceleration, and dealer surveys that suggest this momentum could continue. Analyst Commentary Bullish analysts are highlighting Holley as a name where recent execution is starting to line up with their expectations, and that is reflected in a higher price target of $8 from $7.
APTV
US$76.87
Aptiv
7D
-9.8%
1Y
15.1%

APTV: EDS Spinoff And Physical AI Will Shape Balanced Outlook

Aptiv's updated fair value estimate has been reduced by about $3.69 per share as analysts factor in a slightly higher discount rate, more measured revenue growth assumptions, stronger margin expectations, and a lower future P/E. This reflects both recent price target changes and increased confidence in the company's broader opportunity set highlighted in multiple upgrades.
PATK
US$130.01
Patrick Industries
7D
-9.1%
1Y
42.7%
THRM
US$32.51
Gentherm
7D
0.9%
1Y
-4.4%
QS
US$6.85
QuantumScape
7D
-11.4%
1Y
37.0%
LCII
US$141.90
LCI Industries
7D
-9.7%
1Y
33.5%

LCII: Content Wins And Margin Actions Will Test RV Demand Resilience

The analyst price target for LCI Industries has been raised from $125 to about $160, as analysts factor in better than expected Q4 results, guidance above prior forecasts, and company commentary pointing to content wins and a favorable production mix. Analyst Commentary Recent research updates cluster around a higher valuation range for LCI Industries, but views differ on how much upside is left and how durable the current setup is.
HSAI
US$27.54
Hesai Group
7D
7.0%
1Y
55.3%

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$8.70
Mobileye Global
7D
-5.3%
1Y
-47.4%

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.
DAN
US$34.84
Dana
7D
4.3%
1Y
126.7%
MPAA
US$10.58
Motorcar Parts of America
7D
5.4%
1Y
2.0%

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
MKDW
US$2.35
MKDWELL Tech
7D
10.3%
1Y
-83.0%
KNDI
US$1.01
Kandi Technologies Group
7D
6.5%
1Y
-41.3%

There's Reason For Concern Over Kandi Technologies Group, Inc.'s (NASDAQ:KNDI) Massive 32% Price Jump

Jan 27
There's Reason For Concern Over Kandi Technologies Group, Inc.'s (NASDAQ:KNDI) Massive 32% Price Jump