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U.S. Auto Components Industry Analysis

UpdatedApr 06, 2026
DataAggregated Company Financials
Companies60
  • 7D0.5%
  • 3M-14.2%
  • 1Y20.5%
  • YTD-12.5%

Over the last 7 days, the Auto Components industry has remained flat, although notably Mobileye Global gained 14%. As for the the longer term, the industry is up 20% over the past 12 months. Earnings are forecast to grow by 31% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 06 Apr 2026US$89.7bUS$146.6b-US$958,324,732.9517.5x-93.6x0.6x
Wed, 04 Mar 2026US$98.6bUS$146.5b-US$1,459,809,868.2517.4x-67.6x0.7x
Fri, 30 Jan 2026US$102.5bUS$147.5b-US$890,648,679.5823.9x-115.1x0.7x
Sun, 28 Dec 2025US$100.1bUS$147.6b-US$844,821,780.2519.1x-118.5x0.7x
Tue, 25 Nov 2025US$102.3bUS$150.3b-US$759,772,425.4420.7x-134.7x0.7x
Thu, 23 Oct 2025US$113.8bUS$149.1bUS$74.8m18.2x1520.6x0.8x
Sat, 20 Sep 2025US$116.8bUS$148.9bUS$38.5m18.3x3035.2x0.8x
Mon, 18 Aug 2025US$106.3bUS$148.9bUS$42.5m16.7x2499.3x0.7x
Wed, 16 Jul 2025US$101.1bUS$148.3bUS$279.5m14.4x361.5x0.7x
Fri, 13 Jun 2025US$94.0bUS$148.3bUS$279.5m13.9x336.3x0.6x
Sun, 11 May 2025US$87.5bUS$148.2bUS$239.6m13.4x365.3x0.6x
Tue, 08 Apr 2025US$77.2bUS$149.4bUS$738.7m12.2x104.6x0.5x
Thu, 06 Mar 2025US$83.2bUS$149.3bUS$1.1b16.8x76.8x0.6x
Sat, 01 Feb 2025US$92.6bUS$149.8bUS$2.3b17.5x41.1x0.6x
Mon, 30 Dec 2024US$94.1bUS$150.3bUS$2.4b18x39x0.6x
Wed, 27 Nov 2024US$101.0bUS$150.4bUS$2.1b19.6x47.3x0.7x
Fri, 25 Oct 2024US$94.9bUS$161.9bUS$6.1b19.3x15.6x0.6x
Sun, 22 Sep 2024US$95.0bUS$153.0bUS$6.1b19x15.6x0.6x
Tue, 20 Aug 2024US$95.0bUS$153.0bUS$6.1b18.9x15.6x0.6x
Thu, 18 Jul 2024US$115.2bUS$153.6bUS$5.0b19.4x22.9x0.7x
Sat, 15 Jun 2024US$112.4bUS$153.6bUS$5.0b18.8x22.4x0.7x
Mon, 13 May 2024US$117.6bUS$153.7bUS$5.1b19.2x23.1x0.8x
Wed, 10 Apr 2024US$120.2bUS$153.8bUS$5.1b19.8x23.7x0.8x
Fri, 08 Mar 2024US$120.2bUS$155.5bUS$5.2b18.9x22.9x0.8x
Sun, 04 Feb 2024US$117.8bUS$157.0bUS$5.2b16.3x22.6x0.8x
Tue, 02 Jan 2024US$134.4bUS$156.2bUS$4.3b16.8x31.2x0.9x
Thu, 30 Nov 2023US$124.5bUS$156.2bUS$4.3b15.2x28.9x0.8x
Sat, 28 Oct 2023US$118.2bUS$155.5bUS$3.3b18.5x36.1x0.8x
Mon, 25 Sep 2023US$133.0bUS$154.6bUS$3.0b20.7x44.6x0.9x
Wed, 23 Aug 2023US$130.2bUS$154.6bUS$3.0b20.7x43.6x0.8x
Fri, 21 Jul 2023US$145.6bUS$152.7bUS$3.3b19.3x43.9x1x
Sun, 18 Jun 2023US$135.2bUS$149.4bUS$3.1b18.3x43.9x0.9x
Tue, 16 May 2023US$123.7bUS$147.5bUS$2.9b17.6x42.3x0.8x
Thu, 13 Apr 2023US$131.6bUS$145.5bUS$3.3b18x39.8x0.9x
Price to Earnings Ratio

39.8x


Total Market Cap: US$131.6bTotal Earnings: US$3.3bTotal Revenue: US$145.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Components Industry Price to Earnings3Y Average 211.4x202420252026
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 Market3.46%
Consumer Discretionary2.68%
Auto Components0.49%
Tires and Rubber3.25%
Auto Parts and Equipment0.43%
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 29.5%, 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 104% 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
MBLY Mobileye GlobalUS$7.4513.6%
+US$748.8m		-45.4%PS3.3x
HSAI Hesai GroupUS$20.6316.4%
+US$455.7m		44.7%PE51.2x
ALV AutolivUS$105.294.3%
+US$323.4m		32.1%PE10.7x
PATK Patrick IndustriesUS$114.548.4%
+US$292.7m		47.7%PE28.1x
QS QuantumScapeUS$6.366.7%
+US$245.0m		71.0%PB3.3x

Latest News

HSAI
US$20.63
Hesai Group
7D
16.4%
1Y
44.7%
APTV
US$60.99
Aptiv
7D
-8.5%
1Y
17.3%

APTV: Spin Offs And ADAS Content Are Expected To Reframe Earnings Profile

Aptiv's analyst price target has been trimmed from $109 to $107 as analysts factor in weaker revenue growth expectations, alongside higher projected margins and a higher future P/E multiple. Analyst Commentary Recent research updates show a mix of reduced price targets and fresh upgrades, with several bullish analysts highlighting potential value as Aptiv prepares for portfolio changes and spin offs.
MBLY
US$7.45
Mobileye Global
7D
13.6%
1Y
-45.4%

Mobileye: Stuck In Neutral

Apr 04
DORM
US$100.90
Dorman Products
7D
-1.6%
1Y
-11.4%

DORM: Tariff Uncertainty And Guidance Reset Will Shape Margin Upside Potential

Analysts have trimmed their average price targets on Dorman Products by $20 to $30, to a range of about $140 to $162, citing reduced 2026 estimates tied to tariffs and softer guidance, even as they highlight solid recent margins, cash generation, and steady demand across Light Duty, Heavy Duty, and Specialty categories. Analyst Commentary Recent Street research reflects a mix of optimism about Dorman Products' fundamentals and caution around guidance and tariffs, which together are shaping how analysts think about valuation and execution risk.
VGNT
US$28.10
Versigent
7D
-9.4%
1Y
n/a
QS
US$6.36
QuantumScape
7D
6.7%
1Y
71.0%

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Catalysts About QuantumScape QuantumScape develops solid state lithium metal battery technology and aims to commercialize it through a capital light development and licensing model. What are the underlying business or industry changes driving this perspective?
WRD
US$7.81
WeRide
7D
9.8%
1Y
-23.2%
MPAA
US$10.79
Motorcar Parts of America
7D
-0.6%
1Y
21.2%
DAN
US$33.40
Dana
7D
5.0%
1Y
207.3%
KDK
US$7.42
Kodiak AI
7D
14.7%
1Y
-33.5%
PATK
US$114.54
Patrick Industries
7D
8.4%
1Y
47.7%

PATK: Future Returns Will Reflect Expanding Powersports And Aftermarket Contributions

Analysts have lifted their average price target on Patrick Industries by multiple increments, including recent increases of $42, $30, $10 and $15, as well as a move to $126, citing earnings resilience, aftermarket growth through RecPro and a growing powersports contribution to revenue. Analyst Commentary Recent research has focused on how Patrick Industries is executing against earnings expectations, expanding into aftermarket channels through RecPro and increasing powersports exposure, as analysts adjust their valuation frameworks.
ALV
US$105.29
Autoliv
7D
4.3%
1Y
32.1%

ALV: Share Repurchases And New Rider Safety Products Will Support Future Upside

Analysts have kept Autoliv's price target steady at $135.79, with only minor model tweaks to the discount rate, long term revenue growth, profit margin and future P/E assumptions. What's in the News Autoliv and RS Taichi are launching Autoliv's first fully developed wearable airbag vest for motorcycle riders, aimed at reducing critical injury risks and broadening Autoliv's presence beyond traditional light vehicle safety systems.
MTEN
US$1.22
Mingteng International
7D
-1.6%
1Y
-99.9%

Not Many Are Piling Into Mingteng International Corporation Inc. (NASDAQ:MTEN) Stock Yet As It Plummets 72%

Feb 15
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CAAS
US$4.18
China Automotive Systems
7D
-0.5%
1Y
14.5%