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U.S. Auto Components Industry Analysis

UpdatedFeb 12, 2026
DataAggregated Company Financials
Companies61
  • 7D5.8%
  • 3M9.0%
  • 1Y21.0%
  • YTD7.6%

In the last week, the Auto Components industry is up 5.8%, with BorgWarner up 31%. During this same period, the Goodyear Tire & Rubber underperformed, falling 7.2%. This takes the industry's 12 month performance to a gain of 21%. As for the next few years, earnings are expected to grow by 30% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
Thu, 03 Aug 2023US$143.4bUS$155.4bUS$3.4b18.4x42.1x0.9x
Sat, 01 Jul 2023US$137.4bUS$152.7bUS$3.3b17.5x41.1x0.9x
Mon, 29 May 2023US$132.5bUS$149.4bUS$3.1b17.4x43.1x0.9x
Wed, 26 Apr 2023US$132.6bUS$145.9bUS$3.3b17.7x40.2x0.9x
Fri, 24 Mar 2023US$132.9bUS$145.6bUS$3.2b17.9x41x0.9x
Sun, 19 Feb 2023US$148.4bUS$145.1bUS$3.4b18.4x43.9x1x
Price to Earnings Ratio

43.9x


Total Market Cap: US$148.4bTotal Earnings: US$3.4bTotal Revenue: US$145.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Components Industry Price to Earnings3Y Average 218x202420252026
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 Market1.43%
Consumer Discretionary-0.90%
Auto Components5.76%
Auto Parts and Equipment6.14%
Tires and Rubber-7.23%
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 28.1%, which is higher than its past year's earnings decline of 3.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Tires and Rubber industry, expecting annual earnings growth of 112% over the next 5 years.
  • In contrast, the Auto Parts and Equipment industry is expected to see its earnings grow by 28% 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$66.1030.9%
+US$3.3b		128.8%PE104x
MBLY Mobileye GlobalUS$9.637.8%
+US$822.7m		-42.4%PS4.3x
GTX Garrett MotionUS$20.8014.0%
+US$497.9m		128.6%PE12.4x
PATK Patrick IndustriesUS$145.758.2%
+US$367.4m		56.5%PE35.9x
DAN DanaUS$33.4010.2%
+US$347.0m		111.4%PE57.7x

Latest News

MPAA
US$10.03
Motorcar Parts of America
7D
-23.7%
1Y
31.1%

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
GT
US$9.48
Goodyear Tire & Rubber
7D
-7.2%
1Y
16.0%
BWA
US$66.10
BorgWarner
7D
30.9%
1Y
128.8%
DAN
US$33.40
Dana
7D
10.2%
1Y
111.4%
LEA
US$138.88
Lear
7D
4.9%
1Y
44.2%
KDK
US$8.62
Kodiak AI
7D
-3.8%
1Y
-21.8%
SLDP
US$3.89
Solid Power
7D
-3.7%
1Y
190.3%
HSAI
US$25.99
Hesai Group
7D
7.9%
1Y
42.6%
PATK
US$145.75
Patrick Industries
7D
8.2%
1Y
56.5%
ALV
US$126.51
Autoliv
7D
-0.08%
1Y
36.3%

ALV: Buybacks And Autonomous Safety Systems Will Support Steady Future Returns

Analysts have trimmed their price target on Autoliv from $138.73 to $135.79, reflecting updated assumptions for revenue, profit margins, discount rate, and future P/E multiples. What's in the News Completed share repurchase of 2,102,129 shares, representing 2.76% of outstanding shares, for a total of US$249.91 million under the buyback program announced on June 4, 2025 (Key Developments).
APTV
US$83.76
Aptiv
7D
3.4%
1Y
28.0%

APTV: Electrical Distribution Systems Spinoff And ADAS Wins Will Reshape Earnings Profile

Aptiv's analyst fair value estimate has moved from $95.00 to $109.00 as analysts weigh mixed price target revisions, with a focus on potential benefits tied to the Electrical Distribution Systems spinoff, improved margin expectations, and updated P/E assumptions. Analyst Commentary Recent Street research on Aptiv reflects a mix of target changes, but the tone of several reports leans constructive, especially around the Electrical Distribution Systems spinoff and management's positioning of the business.
DCH
US$8.59
Dauch
7D
-4.6%
1Y
82.0%
MBLY
US$9.63
Mobileye Global
7D
7.8%
1Y
-42.4%

MBLY: ADAS Monetization And Supervision Pipeline Will Reshape Long Term Expectations

Analysts have trimmed their price expectations for Mobileye Global, cutting the fair value estimate from US$12.00 to US$10.00. A series of target reductions and rating downgrades, partly offset by ongoing confidence in ADAS monetization and the Supervision pipeline, reset assumptions around growth, profitability, discount rate and future P/E multiples.
GNTX
US$24.42
Gentex
7D
-1.8%
1Y
0.1%

GNTX: Future Auto Production And Cash Returns Will Support Higher Shares

Analysts recently trimmed their price targets on Gentex, contributing to a reduction in the implied fair value estimate from about $29.81 to $28.50. This reflected the incorporation of more moderate revenue growth, slightly lower profit margin assumptions, a modestly lower discount rate, and a small adjustment to the future P/E multiple.
GTX
US$20.80
Garrett Motion
7D
14.0%
1Y
128.6%

GTX: Ferrari Partnership And Share Buybacks Will Support Future Upside Potential

Analysts have raised their price target on Garrett Motion to about $21.20 per share, up from roughly $20.80. This change reflects updated views on the company’s fair value, discount rate, revenue growth, profit margin, and future P/E assumptions.
KNDI
US$0.97
Kandi Technologies Group
7D
-8.3%
1Y
-16.9%

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