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

U.S. Auto Components Industry Analysis

UpdatedAug 28, 2026
DataAggregated Company Financials
Companies62
  • 7D-1.3%
  • 3M-13.0%
  • 1Y-15.8%
  • YTD-11.7%

Over the last 7 days, the Auto Components industry has dropped 1.3%, driven by a pullback from Aptiv of 3.4%. Overall the industry is down 16% in 12 months. As for the next few years, earnings are expected to grow by 31% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 29 Aug 2026US$91.6bUS$159.7b-US$4,261,721,434.4318.1x-21.5x0.6x
Mon, 27 Jul 2026US$89.8bUS$148.9b-US$4,167,906,056.8420.6x-21.6x0.6x
Wed, 24 Jun 2026US$95.4bUS$148.8b-US$4,164,702,674.1520.6x-22.9x0.6x
Fri, 22 May 2026US$92.5bUS$148.8b-US$4,174,659,713.8819x-22.2x0.6x
Sun, 19 Apr 2026US$94.9bUS$155.6b-US$457,715,755.4718.5x-207.4x0.6x
Tue, 17 Mar 2026US$88.5bUS$146.5b-US$889,652,697.8617.1x-99.5x0.6x
Thu, 12 Feb 2026US$107.8bUS$148.6b-US$1,031,676,727.9525.4x-104.5x0.7x
Sat, 10 Jan 2026US$107.0bUS$147.6b-US$833,940,608.8823.2x-128.3x0.7x
Mon, 08 Dec 2025US$98.8bUS$147.6b-US$843,222,761.6218.7x-117.2x0.7x
Wed, 05 Nov 2025US$111.3bUS$150.0b-US$215,608,818.5019.9x-516.1x0.7x
Fri, 03 Oct 2025US$114.9bUS$148.9bUS$37.6m18.8x3058.8x0.8x
Sun, 31 Aug 2025US$108.8bUS$148.9bUS$39.2m17.1x2777.5x0.7x
Tue, 29 Jul 2025US$102.8bUS$148.5bUS$344.5m15.9x298.5x0.7x
Thu, 26 Jun 2025US$94.2bUS$148.3bUS$279.7m13.5x336.8x0.6x
Sat, 24 May 2025US$90.3bUS$148.2bUS$269.5m13.5x335.1x0.6x
Mon, 21 Apr 2025US$74.6bUS$149.4bUS$778.8m13x95.8x0.5x
Wed, 19 Mar 2025US$89.7bUS$149.4bUS$736.3m15.7x121.9x0.6x
Fri, 14 Feb 2025US$89.0bUS$149.7bUS$1.0b17.5x85.9x0.6x
Sun, 12 Jan 2025US$88.0bUS$150.3bUS$2.4b17.9x36.5x0.6x
Tue, 10 Dec 2024US$94.0bUS$150.3bUS$2.4b19.7x38.7x0.6x
Thu, 07 Nov 2024US$94.8bUS$161.2bUS$2.0b18.9x47x0.6x
Sat, 05 Oct 2024US$93.7bUS$153.0bUS$6.1b18.4x15.4x0.6x
Mon, 02 Sep 2024US$98.6bUS$153.0bUS$6.1b18.9x16.2x0.6x
Wed, 31 Jul 2024US$104.0bUS$153.6bUS$5.1b19.5x20.2x0.7x
Fri, 28 Jun 2024US$107.5bUS$153.6bUS$5.0b17.9x21.4x0.7x
Sun, 26 May 2024US$115.0bUS$153.6bUS$5.0b19.6x22.9x0.7x
Tue, 23 Apr 2024US$112.1bUS$153.8bUS$5.1b17.8x21.9x0.7x
Thu, 21 Mar 2024US$118.8bUS$155.5bUS$5.2b20x22.8x0.8x
Sat, 17 Feb 2024US$118.6bUS$155.7bUS$4.8b18.6x24.5x0.8x
Mon, 15 Jan 2024US$117.5bUS$156.2bUS$4.4b16.3x26.8x0.8x
Wed, 13 Dec 2023US$124.5bUS$156.2bUS$4.3b15.4x28.9x0.8x
Fri, 10 Nov 2023US$115.3bUS$156.1bUS$4.3b13.8x26.9x0.7x
Sun, 08 Oct 2023US$133.0bUS$154.6bUS$3.0b20.5x44.6x0.9x
Tue, 05 Sep 2023US$137.1bUS$154.6bUS$3.0b21.5x46x0.9x
Price to Earnings Ratio

46x


Total Market Cap: US$137.1bTotal Earnings: US$3.0bTotal Revenue: US$154.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Components Industry Price to Earnings3Y Average 199.7x202420252026
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 0.68x.
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 Market1.16%
Consumer Discretionary-1.02%
Auto Components-1.30%
Tires and Rubber5.31%
Auto Parts and Equipment-1.42%
Industry PE
    Forecasted Growth
    • Analysts are most optimistic on the Tires and Rubber industry, expecting annual earnings growth of 117% over the next 5 years.
    • In contrast, the Auto Parts and Equipment industry is expected to see its earnings grow by 29% 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
    		GTX Garrett MotionUS$27.433.9%
    +US$192.1m    		110.2%PE14.3x
    		VGNT VersigentUS$48.564.1%
    +US$135.3m    		n/aPE6.6x
    		QS QuantumScapeUS$5.903.5%
    +US$123.8m    		-27.2%PB3.5x
    		ALV AutolivUS$122.921.0%
    +US$90.1m    		-1.0%PE14x
    		GT Goodyear Tire & RubberUS$6.155.3%
    +US$89.2m    		-27.8%PS0.1x

    Latest News

    APTV
    US$45.44
    Aptiv
    7D
    -3.4%
    1Y
    -43.4%
    VC
    US$100.98
    Visteon
    7D
    -4.1%
    1Y
    -19.1%
    CAAS
    US$5.03
    China Automotive Systems
    7D
    10.3%
    1Y
    21.5%
    GTX
    US$27.43
    Garrett Motion
    7D
    3.9%
    1Y
    110.2%
    Narrative Update • Aug 25

    GTX: Commercial And Industrial Shift Will Shape Future Non Auto Upside

    Garrett Motion's analyst price target has moved from about $35.67 to about $37.17 as analysts point to a higher fair value, a modestly adjusted discount rate, and expectations for stronger revenue growth, profit margins, and a slightly higher future P/E informed by recent research commentary. Analyst Commentary Recent research on Garrett Motion highlights a mix of optimism around execution and valuation support, alongside some caution about macro and sector specific risks that could affect the stock's trajectory.
    KDK
    US$3.97
    Kodiak AI
    7D
    3.9%
    1Y
    -65.1%
    Narrative Update • Aug 23

    KDK: Growing Autonomous Truck Deployments Will Support Future Upside

    Kodiak AI's analyst price target has been reset from $11.00 to about $8.56 as analysts update their assumptions for fair value, discount rate, revenue growth, profit margins and future P/E expectations. What’s in the News for Kodiak AI Kodiak AI received a drivered testing permit from the California DMV under the expanded Autonomous Vehicle Tester program.
    MBLY
    US$8.61
    Mobileye Global
    7D
    -3.0%
    1Y
    -38.7%
    Narrative Update • Aug 22

    MBLY: Autonomous Fleets And Robotics Will Support Earnings Beyond 2026

    Analysts have trimmed the fair value estimate for Mobileye Global from $23.06 to $20.85, as a series of lower Street price targets, tempered revenue growth expectations, and updated profitability and P/E assumptions filter into revised models, even though some firms still highlight the breadth of the product roadmap and the potential in advanced driver assistance and autonomous offerings. Analyst Commentary Recent Street research on Mobileye Global shows a split view, with several firms cutting price targets while a group of bullish analysts frame the current share price as disconnected from what they see as the company’s execution and product breadth.
    HSAI
    US$17.49
    Hesai Group
    7D
    -6.1%
    1Y
    -34.8%
    Narrative Update • Aug 21

    HSAI: Rising Lidar Shipments And New Wins Will Drive Future Repricing

    Analysts have trimmed the Hesai Group fair value estimate from about $30.26 to about $28.97, as recent price target cuts to $31, $30 and $26.50 reflect updated views on discount rates, long term P/E assumptions, and ongoing pricing and margin pressures despite resilient revenue growth and shipment guidance. Analyst Commentary Recent research on Hesai Group highlights a mix of optimism around growth and adoption potential alongside caution around valuation assumptions and ongoing pricing and margin pressures.
    VGNT
    US$48.56
    Versigent
    7D
    4.1%
    1Y
    n/a
    Seeking Alpha • Aug 21

    Versigent Has Already Run, But I Still See More Upside

    Summary Versigent delivered a strong first full quarter as an independent company, with sales up 10.8 percent and adjusted EBITDA up 24.8 percent. The stock is not as cheap as it was right after the Aptiv separation, but a valuation near 5.1 times expected 2026 adjusted EBITDA still looks reasonable. Debt and weak first-half cash conversion are the two issues I am watching most closely. I rate VGNT a Buy and value the shares at $58, about 24 percent above the current price. Read the full article on Seeking Alpha
    GT
    US$6.15
    Goodyear Tire & Rubber
    7D
    5.3%
    1Y
    -27.8%
    Narrative Update • Aug 18

    GT: Cost Cuts And Premium Mix Shift Will Support Future Re Rating Potential

    Analysts have trimmed their fair value view on Goodyear Tire & Rubber after a cut in the price target to $9 from $13. This reflects updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations tied to the Goodyear Forward plan.
    LEA
    US$123.57
    Lear
    7D
    -1.5%
    1Y
    12.7%
    ALV
    US$122.92
    Autoliv
    7D
    1.0%
    1Y
    -1.0%
    PHIN
    US$68.07
    PHINIA
    7D
    -5.0%
    1Y
    15.7%
    Narrative Update • Aug 15

    PHIN: Buybacks And Industrial Shift Will Test Post Q2 Reset

    Analysts have reset their view on PHINIA with a higher fair value estimate of $80.00 from $73.10, reflecting recent price target moves that range from an $80 cut at UBS to a $98 lift at Northland and fresh $105 upside from new coverage. These changes are supported by views on buybacks, cash flow and a shift toward commercial and industrial markets.
    QS
    US$5.90
    QuantumScape
    7D
    3.5%
    1Y
    -27.2%
    SLDP
    US$2.38
    Solid Power
    7D
    3.7%
    1Y
    -48.0%
    Seeking Alpha • Aug 10

    Solid Power: Revenue Collapse Ahead But It's Cheap Enough To Hold

    Summary Solid Power faces a sharp revenue decline as milestone payments from SK On end and no new contracts are confirmed. Commercialization timelines keep slipping, with electrolyte scale-up repeatedly delayed beyond original targets. The stock is highly sensitive to interest rate hikes given its loss-making, long-duration growth profile. The stock is highly sensitive to interest rate hikes given its loss-making, long-duration growth profile. Technical analysis suggests SLDP is at a critical support level, offering potential for a bounce. Read the full article on Seeking Alpha
    DORM
    US$128.21
    Dorman Products
    7D
    -2.4%
    1Y
    -20.6%
    Analysis Article • Aug 07

    Dorman Products, Inc. Just Recorded A 55% EPS Beat: Here's What Analysts Are Forecasting Next

    It's been a good week for Dorman Products, Inc. ( NASDAQ:DORM ) shareholders, because the company has just released its...
    GNTX
    US$23.06
    Gentex
    7D
    -2.2%
    1Y
    -18.1%
    Seeking Alpha • Jul 28

    Gentex: Facing Ongoing Challenges From A Tough Auto OEM Environment

    Summary Gentex faces near-term headwinds from weak global auto production and OEMs reducing value-added content, leading to lackluster momentum. GNTX's Q2 saw a 1% revenue decline and a 10% drop in mirror shipments, but gross margin beat expectations due to mix and a tariff refund. Upcoming launches of mirrors with in-cabin monitoring capabilities and auto-dimming sunroofs underpin long-term above-market growth potential. Shares appear undervalued by 20%-30%, offering patient investors upside despite current industry softness. Read the full article on Seeking Alpha