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U.S. Auto Components Industry Analysis

UpdatedMar 23, 2026
DataAggregated Company Financials
Companies59
  • 7D-2.8%
  • 3M-11.6%
  • 1Y2.8%
  • YTD-13.4%

Over the last 7 days, the Auto Components industry has dropped 2.8%, driven by Aptiv declining 4.8%. As for the longer term, the industry's performance has been flat for the past year. Earnings are forecast to grow by 34% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 23 Mar 2026US$87.0bUS$146.5b-US$960,705,590.8816.1x-90.5x0.6x
Wed, 18 Feb 2026US$108.6bUS$148.8b-US$896,045,613.2521.4x-121.2x0.7x
Fri, 16 Jan 2026US$105.8bUS$147.6b-US$834,226,264.8123.1x-126.8x0.7x
Sun, 14 Dec 2025US$100.6bUS$147.6b-US$843,597,567.1518.9x-119.2x0.7x
Tue, 11 Nov 2025US$111.5bUS$150.2b-US$285,363,570.9422.9x-390.6x0.7x
Thu, 09 Oct 2025US$114.2bUS$148.9bUS$37.6m18.2x3038.8x0.8x
Sat, 06 Sep 2025US$109.9bUS$148.9bUS$39.4m17.3x2788.4x0.7x
Mon, 04 Aug 2025US$97.3bUS$148.8b-US$300,464,224.2015.1x-323.8x0.7x
Wed, 02 Jul 2025US$96.8bUS$148.3bUS$279.1m13.9x347x0.7x
Fri, 30 May 2025US$92.1bUS$148.3bUS$282.2m13.9x326.3x0.6x
Sun, 27 Apr 2025US$81.0bUS$149.5bUS$892.1m14.6x90.8x0.5x
Tue, 25 Mar 2025US$88.2bUS$149.4bUS$737.6m16x119.6x0.6x
Thu, 20 Feb 2025US$91.9bUS$149.4bUS$1.2b18.8x78.8x0.6x
Sat, 18 Jan 2025US$92.3bUS$150.3bUS$2.4b19.3x38.2x0.6x
Mon, 16 Dec 2024US$93.3bUS$150.3bUS$2.4b17.7x38.4x0.6x
Wed, 13 Nov 2024US$100.5bUS$159.3bUS$2.2b20.2x46.5x0.6x
Fri, 11 Oct 2024US$96.6bUS$162.3bUS$6.1b17.2x15.8x0.6x
Sun, 08 Sep 2024US$90.8bUS$153.0bUS$6.1b17.9x15x0.6x
Tue, 06 Aug 2024US$96.2bUS$153.2bUS$6.1b18x15.6x0.6x
Thu, 04 Jul 2024US$107.8bUS$153.6bUS$5.0b17.9x21.4x0.7x
Sat, 01 Jun 2024US$115.1bUS$153.6bUS$5.0b20.2x22.9x0.7x
Mon, 29 Apr 2024US$114.2bUS$153.7bUS$5.0b18.5x22.7x0.7x
Wed, 27 Mar 2024US$123.4bUS$155.5bUS$5.2b19.7x23.7x0.8x
Fri, 23 Feb 2024US$115.1bUS$155.7bUS$5.2b18.2x21.9x0.7x
Sun, 21 Jan 2024US$115.0bUS$156.2bUS$4.4b16.9x26.2x0.7x
Tue, 19 Dec 2023US$131.0bUS$156.2bUS$4.3b16.2x30.4x0.8x
Thu, 16 Nov 2023US$122.8bUS$156.2bUS$4.3b15.3x28.7x0.8x
Sat, 14 Oct 2023US$125.3bUS$154.6bUS$3.0b20.1x42x0.8x
Mon, 11 Sep 2023US$132.7bUS$154.6bUS$3.0b21.1x44.5x0.9x
Wed, 09 Aug 2023US$144.0bUS$156.1bUS$3.2b22x45.1x0.9x
Fri, 07 Jul 2023US$138.5bUS$152.7bUS$3.3b17.1x41.7x0.9x
Sun, 04 Jun 2023US$132.6bUS$149.4bUS$3.1b17.6x43.1x0.9x
Tue, 02 May 2023US$126.5bUS$146.7bUS$3.3b16.6x38.3x0.9x
Thu, 30 Mar 2023US$134.4bUS$145.6bUS$3.3b18.5x41.3x0.9x
Price to Earnings Ratio

41.3x


Total Market Cap: US$134.4bTotal Earnings: US$3.3bTotal Revenue: US$145.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Components Industry Price to Earnings3Y Average 213.1x202420252026
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 0.72x.
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-2.61%
Consumer Discretionary-4.37%
Auto Components-2.81%
Auto Parts and Equipment-2.67%
Tires and Rubber-9.27%
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 32.0%, which is higher than its past year's earnings growth of 1.4% 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 32% 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$52.230.8%
+US$35.4m		77.4%PE38.9x
FOXF Fox Factory HoldingUS$16.082.0%
+US$13.0m		-37.6%PS0.5x
XPEL XPELUS$38.741.2%
+US$12.7m		16.4%PE20.9x
MPAA Motorcar Parts of AmericaUS$10.210.9%
+US$1.7m		-3.5%PE100.7x
KNDI Kandi Technologies GroupUS$0.961.7%
+US$1.4m		-34.5%PS0.8x

Latest News

APTV
US$68.10
Aptiv
7D
-4.8%
1Y
6.6%

APTV: Versigent And EDS Spinoffs Will Unlock Future Upside Potential

Narrative Update on Aptiv The analyst price target for Aptiv has edged higher by about $0.76. The shift is supported by analysts pointing to potential value from the upcoming Versigent spin off, a reassessment of low current valuation multiples, and more constructive views on the company's growth and margin profile.
LCII
US$117.48
LCI Industries
7D
-6.2%
1Y
30.0%

LCII: Expanding RV Content And Aftermarket Momentum Will Shape Demand Resilience

Analyst price targets for LCI Industries have shifted higher, with the updated fair value estimate moving from about $159.63 to $161.33 as analysts factor in better than expected Q4 results, above consensus guidance, and comments regarding expanding RV content and aftermarket trends. Analyst Commentary Recent research updates on LCI Industries focus on better than expected Q4 results, guidance that sits above prior expectations, and management commentary on RV content expansion and aftermarket growth.
HSAI
US$22.85
Hesai Group
7D
-7.5%
1Y
21.2%
BWA
US$52.23
BorgWarner
7D
0.8%
1Y
77.4%
XPEL
US$38.74
XPEL
7D
1.2%
1Y
16.4%

XPEL: Higher 2026 Revenue Outlook And Governance Shift Will Support Upside

Analysts have raised their price target on XPEL from $52.00 to about $55.33, citing updated views on fair value, revenue growth assumptions, profit margins and future P/E expectations. What's in the News XPEL issued earnings guidance for the first quarter of 2026, with the company expecting revenue of approximately US$112 million to US$114 million for the year (Key Developments).
QS
US$6.59
QuantumScape
7D
-4.4%
1Y
41.4%

Solid State Battery Licensing Will Shape Future Earnings Power And Long Term Optionality

Catalysts About QuantumScape QuantumScape develops solid state lithium metal battery technology and licenses its cell designs and manufacturing processes to partners. What are the underlying business or industry changes driving this perspective?
FOXF
US$16.08
Fox Factory Holding
7D
2.0%
1Y
-37.6%

FOXF: Cost Focus And Debt Reduction Will Support Future Upside Potential

Analysts have adjusted their price targets on Fox Factory within a relatively tight range, with moves such as Stifel's lift to $26 from $25 and Roth Capital's trim to $19 from $21. These changes reflect mixed views on weaker Bike and Marucci trends versus efforts to refocus on cost alignment, free cash flow, and debt reduction.
MBLY
US$7.62
Mobileye Global
7D
-4.0%
1Y
-50.1%

MBLY: Surround ADAS Wins And ADAS Monetization Will Reshape Long Term Expectations

Analysts have trimmed their average price targets on Mobileye by a few dollars, reflecting lower P/E assumptions. At the same time, they highlight ongoing ADAS monetization, a growing Supervision and Surround ADAS pipeline, and mixed views on near term volume and competitive headwinds.
KNDI
US$0.96
Kandi Technologies Group
7D
1.7%
1Y
-34.5%
PATK
US$108.21
Patrick Industries
7D
-5.7%
1Y
23.7%
ALV
US$100.34
Autoliv
7D
-3.3%
1Y
8.8%

ALV: Share Repurchases And Autonomous Driving Partnerships Will Support Future Upside

Analysts are maintaining their Autoliv price target at $135.79, with only minor adjustments to assumptions such as the discount rate, long-term revenue growth, profit margin, and future P/E to refine their valuation view. What's in the News Autoliv appointed Monika Grama as its next Chief Financial Officer, effective April 1, 2026, succeeding Fredrik Westin, who is expected to leave the company on March 31, 2026 (Key Developments).
KDK
US$7.47
Kodiak AI
7D
-13.2%
1Y
-33.2%
MPAA
US$10.21
Motorcar Parts of America
7D
0.9%
1Y
-3.5%

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