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U.S. Auto Components Industry Analysis

UpdatedFeb 14, 2026
DataAggregated Company Financials
Companies63
  • 7D2.5%
  • 3M9.4%
  • 1Y10.1%
  • YTD6.4%

In the last week, the Auto Components industry is up 2.5%, with BorgWarner up 20%. During this same period, the QuantumScape underperformed, falling 8.7%. This takes the industry's 12 month performance to a gain of 10%. 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
Sat, 14 Feb 2026US$108.1bUS$148.8b-US$836,244,612.6221.5x-129.3x0.7x
Mon, 12 Jan 2026US$107.5bUS$147.6b-US$833,940,608.8823.2x-128.9x0.7x
Wed, 10 Dec 2025US$98.5bUS$147.6b-US$843,399,171.0117.8x-116.8x0.7x
Fri, 07 Nov 2025US$112.4bUS$150.1b-US$284,808,760.6121.4x-394.7x0.7x
Sun, 05 Oct 2025US$117.4bUS$148.9bUS$37.6m18.9x3123.7x0.8x
Tue, 02 Sep 2025US$108.8bUS$148.9bUS$39.2m17.1x2777.7x0.7x
Thu, 31 Jul 2025US$99.5bUS$148.5bUS$345.3m15.5x288.1x0.7x
Sat, 28 Jun 2025US$97.1bUS$148.3bUS$279.5m13.9x347.5x0.7x
Mon, 26 May 2025US$89.1bUS$148.2bUS$269.5m13.5x330.5x0.6x
Wed, 23 Apr 2025US$74.0bUS$149.4bUS$779.4m13.1x94.9x0.5x
Fri, 21 Mar 2025US$89.1bUS$149.4bUS$737.3m15.8x120.9x0.6x
Sun, 16 Feb 2025US$91.9bUS$149.4bUS$1.4b18x65.2x0.6x
Tue, 14 Jan 2025US$88.0bUS$150.3bUS$2.4b17.9x36.5x0.6x
Thu, 12 Dec 2024US$95.1bUS$150.3bUS$2.4b19.8x39.2x0.6x
Sat, 09 Nov 2024US$98.0bUS$160.9bUS$2.1b18.2x47x0.6x
Mon, 07 Oct 2024US$95.5bUS$153.0bUS$6.1b18.4x15.7x0.6x
Wed, 04 Sep 2024US$98.6bUS$153.0bUS$6.1b17.9x16.2x0.6x
Fri, 02 Aug 2024US$106.2bUS$153.3bUS$5.5b19.3x19.3x0.7x
Sun, 30 Jun 2024US$108.0bUS$153.6bUS$5.0b18x21.5x0.7x
Tue, 28 May 2024US$115.0bUS$153.6bUS$5.0b19.6x22.9x0.7x
Thu, 25 Apr 2024US$114.1bUS$153.8bUS$5.1b18.4x22.3x0.7x
Sat, 23 Mar 2024US$124.0bUS$155.5bUS$5.2b19.8x23.8x0.8x
Mon, 19 Feb 2024US$117.2bUS$155.8bUS$4.8b18.6x24.4x0.8x
Wed, 17 Jan 2024US$117.5bUS$156.2bUS$4.4b16.4x26.8x0.8x
Fri, 15 Dec 2023US$128.5bUS$156.2bUS$4.3b16.5x29.8x0.8x
Sun, 12 Nov 2023US$115.2bUS$156.2bUS$4.3b14.2x26.9x0.7x
Tue, 10 Oct 2023US$131.0bUS$154.6bUS$3.0b20.4x43.9x0.8x
Thu, 07 Sep 2023US$134.3bUS$154.6bUS$3.0b21.3x45x0.9x
Sat, 05 Aug 2023US$141.8bUS$156.6bUS$3.3b17.2x42.8x0.9x
Mon, 03 Jul 2023US$137.3bUS$152.7bUS$3.3b17.5x41.4x0.9x
Wed, 31 May 2023US$132.5bUS$149.4bUS$3.1b17.1x43.1x0.9x
Fri, 28 Apr 2023US$125.0bUS$145.9bUS$3.3b17.6x37.9x0.9x
Sun, 26 Mar 2023US$131.5bUS$145.6bUS$3.3b18.1x40.4x0.9x
Tue, 21 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 217.7x202420252026
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 Market-1.39%
Consumer Discretionary-2.41%
Auto Components2.49%
Auto Parts and Equipment2.87%
Tires and Rubber-10.42%
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 30.7%, which is higher than its past year's earnings decline of 2.4% 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 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$62.8020.2%
+US$1.8b		107.8%PE46.9x
APTV AptivUS$85.203.4%
+US$600.0m		27.2%PE109.9x
MBLY Mobileye GlobalUS$9.195.5%
+US$403.2m		-48.9%PS4.1x
GTX Garrett MotionUS$21.2510.6%
+US$396.7m		131.0%PE12.7x
DAN DanaUS$33.395.4%
+US$190.9m		104.2%PE57.7x

Latest News

CPS
US$45.20
Cooper-Standard Holdings
7D
30.6%
1Y
234.6%
DAN
US$33.39
Dana
7D
5.4%
1Y
104.2%
DCH
US$7.25
Dauch
7D
-15.9%
1Y
40.8%
LEA
US$137.87
Lear
7D
-2.2%
1Y
43.1%
QS
US$7.73
QuantumScape
7D
-8.7%
1Y
47.8%
BWA
US$62.80
BorgWarner
7D
20.2%
1Y
107.8%

Future Turbine And E-Product Dependence Will Limit Earnings Resilience

Catalysts About BorgWarner BorgWarner supplies propulsion and power solutions for light vehicles, commercial vehicles and industrial applications, including products for electrified drivetrains and on site power generation. What are the underlying business or industry changes driving this perspective?
WRD
US$7.57
WeRide
7D
-3.1%
1Y
-76.0%
MPAA
US$10.04
Motorcar Parts of America
7D
-23.6%
1Y
8.0%

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
SLDP
US$3.64
Solid Power
7D
-7.8%
1Y
161.9%

SLDP: Follow-On Equity Offering Will Support Future Upside Potential

Analysts have made a small upward adjustment to their $ price target for Solid Power, reflecting slightly lower discount rate assumptions and modest tweaks to long term growth and profitability inputs. What's in the News Solid Power filed a follow-on equity offering of approximately US$129.999422 million in securities.
GT
US$9.44
Goodyear Tire & Rubber
7D
-10.4%
1Y
-1.5%
KDK
US$8.61
Kodiak AI
7D
-5.9%
1Y
-22.0%
APTV
US$85.20
Aptiv
7D
3.4%
1Y
27.2%

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.
VC
US$104.94
Visteon
7D
4.0%
1Y
26.1%

VC: Local AI And ADAS Platforms Will Drive Future Upside Potential

Analysts have kept their fair value estimate for Visteon steady at $148.00, with small refinements to assumptions such as the discount rate, revenue growth, profit margin, and future P/E helping to support this unchanged price target. What's in the News Visteon announced a collaboration with TomTom to bring an in car local AI conversational navigation assistant to market, using Visteon's cognitoAI platform with TomTom's Automotive Navigation Application to focus on speed, privacy, and hybrid offline or online operation (Key Developments).
MBLY
US$9.19
Mobileye Global
7D
5.5%
1Y
-48.9%

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$24.89
Gentex
7D
3.2%
1Y
1.7%

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$21.25
Garrett Motion
7D
10.6%
1Y
131.0%

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.