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

U.S. Auto Components Industry Analysis

UpdatedJan 08, 2026
DataAggregated Company Financials
Companies59
  • 7D6.8%
  • 3M-0.5%
  • 1Y19.0%
  • YTD3.2%

Mobileye Global is up 17%, leading the way for the Auto Components industry, which has gained 6.8%. During this same period, the Kodiak AI underperformed, falling 12%. This takes the industry's 12 month performance to a gain of 19%. As for the next few years, earnings are expected to grow by 41% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 08 Jan 2026US$106.3bUS$147.6b-US$833,367,147.8520.4x-127.6x0.7x
Sat, 06 Dec 2025US$99.4bUS$147.6b-US$843,222,761.6218.7x-117.9x0.7x
Mon, 03 Nov 2025US$111.7bUS$150.2bUS$1.9b18.7x57.5x0.7x
Wed, 01 Oct 2025US$113.0bUS$148.9bUS$38.7m18.5x2922.3x0.8x
Fri, 29 Aug 2025US$110.0bUS$148.9bUS$39.2m17.3x2808.4x0.7x
Sun, 27 Jul 2025US$102.7bUS$148.5bUS$344.0m15.8x298.6x0.7x
Tue, 24 Jun 2025US$91.2bUS$148.3bUS$279.9m13.6x326x0.6x
Thu, 22 May 2025US$91.6bUS$148.2bUS$235.2m13.6x389.4x0.6x
Sat, 19 Apr 2025US$74.6bUS$149.4bUS$779.9m12.2x95.6x0.5x
Mon, 17 Mar 2025US$89.7bUS$149.4bUS$736.8m15.7x121.7x0.6x
Wed, 12 Feb 2025US$89.7bUS$149.8bUS$1.1b17.5x85.1x0.6x
Fri, 10 Jan 2025US$90.2bUS$150.3bUS$2.4b18x37.4x0.6x
Sun, 08 Dec 2024US$94.0bUS$150.3bUS$2.4b19.6x38.7x0.6x
Tue, 05 Nov 2024US$94.0bUS$161.4bUS$2.0b16.7x48x0.6x
Thu, 03 Oct 2024US$97.4bUS$153.0bUS$6.1b18.4x16x0.6x
Sat, 31 Aug 2024US$97.2bUS$153.0bUS$6.1b19.3x16x0.6x
Mon, 29 Jul 2024US$104.8bUS$153.6bUS$5.1b19.4x20.4x0.7x
Wed, 26 Jun 2024US$110.1bUS$153.6bUS$5.0b18.2x21.9x0.7x
Fri, 24 May 2024US$116.3bUS$153.6bUS$5.0b19x23.1x0.8x
Sun, 21 Apr 2024US$112.1bUS$153.8bUS$5.1b17.8x21.9x0.7x
Tue, 19 Mar 2024US$118.8bUS$155.5bUS$5.2b19.8x22.8x0.8x
Thu, 15 Feb 2024US$114.0bUS$154.1bUS$4.7b18.3x24.4x0.7x
Sat, 13 Jan 2024US$117.5bUS$156.2bUS$4.4b16.3x26.8x0.8x
Mon, 11 Dec 2023US$124.2bUS$156.2bUS$4.3b15.3x28.8x0.8x
Wed, 08 Nov 2023US$116.5bUS$156.4bUS$4.4b14.9x26.5x0.7x
Fri, 06 Oct 2023US$130.3bUS$154.6bUS$3.0b20.1x43.7x0.8x
Sun, 03 Sep 2023US$137.2bUS$154.6bUS$3.0b21.5x46x0.9x
Tue, 01 Aug 2023US$147.3bUS$153.0bUS$3.2b20.8x45.6x1x
Thu, 29 Jun 2023US$134.1bUS$149.4bUS$3.1b17.5x43.5x0.9x
Sat, 27 May 2023US$132.5bUS$149.4bUS$3.1b17.4x43.1x0.9x
Mon, 24 Apr 2023US$134.1bUS$145.9bUS$3.3b18.1x40.7x0.9x
Wed, 22 Mar 2023US$135.2bUS$145.6bUS$3.2b18.2x41.7x0.9x
Fri, 17 Feb 2023US$149.1bUS$147.2bUS$3.1b21x47.6x1x
Sun, 15 Jan 2023US$125.9bUS$145.0bUS$3.4b16.9x36.7x0.9x
Price to Earnings Ratio

36.7x


Total Market Cap: US$125.9bTotal Earnings: US$3.4bTotal Revenue: US$145.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Components Industry Price to Earnings3Y Average 222.9x202420252026
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 0.74x.
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 Market1.52%
Consumer Discretionary2.00%
Auto Components6.84%
Auto Parts and Equipment6.92%
Tires and Rubber3.71%
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 39.1%, which is higher than its past year's earnings decline of 12.5% per year.
Forecasted Growth
  • Analysts are most optimistic on the Tires and Rubber industry, expecting annual earnings growth of 109% over the next 5 years.
  • In contrast, the Auto Parts and Equipment industry is expected to see its earnings grow by 39% 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
MBLY Mobileye GlobalUS$12.2417.2%
+US$1.5b		-27.8%PS5.1x
APTV AptivUS$82.158.0%
+US$1.3b		35.1%PE60.2x
HSAI Hesai GroupUS$27.0820.9%
+US$730.7m		100.1%PE68.9x
BWA BorgWarnerUS$47.455.3%
+US$511.3m		50.4%PE74.6x
LEA LearUS$121.546.1%
+US$360.0m		31.0%PE14.3x

Latest News

LEA
US$121.54
Lear
7D
6.1%
1Y
31.0%
HSAI
US$27.08
Hesai Group
7D
20.9%
1Y
100.1%

HSAI: Outperform Initiation Signals Confidence In Future Lidar Demand Trajectory

Analysts have lifted their price target on Hesai Group by about $0.23, citing refreshed assumptions around fair value, discount rate, revenue growth, profit margin and future P/E after recent Street research, including a new Outperform initiation with a $23.50 target. Analyst Commentary Analysts highlighting the new Outperform initiation and US$23.50 target are framing their views around how current assumptions on fair value, discount rate, revenue growth, profit margin and future P/E stack up against execution risks.
MBLY
US$12.24
Mobileye Global
7D
17.2%
1Y
-27.8%

MBLY: Large Surround ADAS Win And Software Services Will Support Future Upside

Analysts have nudged their fair value estimate for Mobileye Global slightly higher to US$19.11 from US$18.94, citing recent price target revisions that reflect ongoing OEM program wins in advanced driver assistance systems, as well as expectations for software driven revenue opportunities, alongside some more cautious updates following the latest earnings report. Analyst Commentary Recent research opinions on Mobileye Global point in two directions at once, with some analysts highlighting long term growth potential from OEM wins and software opportunities, while others focus on execution risks and more measured expectations following earnings.
APTV
US$82.15
Aptiv
7D
8.0%
1Y
35.1%
BWA
US$47.45
BorgWarner
7D
5.3%
1Y
50.4%

Are Investors Undervaluing BorgWarner Inc. (NYSE:BWA) By 36%?

Jan 02
Are Investors Undervaluing BorgWarner Inc. (NYSE:BWA) By 36%?
KDK
US$9.61
Kodiak AI
7D
-12.0%
1Y
-12.5%
ALV
US$123.25
Autoliv
7D
3.8%
1Y
31.8%

ALV: Dividend Hike Will Support Attractive Shareholder Returns Ahead

Analysts have made a marginal downward revision to their price target on Autoliv, trimming it by about 0.1 percent to approximately $138, as slightly softer expectations for revenue growth and profit margins, along with a modestly lower discount rate and future P/E assumption, temper their valuation outlook. What's in the News Autoliv's board approved a 2.4% increase in the quarterly dividend for the fourth quarter of 2025, to $0.87 per share, implying an annualized payout of about $260 million (company announcement, Dividend Increases).
QS
US$10.91
QuantumScape
7D
4.7%
1Y
90.7%
STRT
US$75.29
Strattec Security
7D
-1.1%
1Y
90.9%

STRT: Index Addition And Completed Buyback Will Support Steady Future Returns

Narrative Update on Strattec Security Analysts have maintained their price target for Strattec Security at $89.00 per share, reflecting only immaterial model refinements to discount rate, long term revenue growth, profit margin, and future P E assumptions. What's in the News Completed long running share repurchase program, retiring 415,927 shares in total, about 10.9% of shares outstanding, for $15.07 million under the buyback first announced in 2005 (company filing).
WRD
US$9.68
WeRide
7D
11.5%
1Y
-25.8%
CREV
US$1.71
Carbon Revolution
7D
-2.8%
1Y
-67.2%