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U.S. Auto Components Industry Analysis

UpdatedMar 18, 2026
DataAggregated Company Financials
Companies60
  • 7D-1.6%
  • 3M-7.2%
  • 1Y7.3%
  • YTD-10.1%

Over the last 7 days, the Auto Components industry has dropped 4.1%, driven by a pullback from Autoliv of 3.4%. This takes the industry's 12 month performance to a gain of 3.3%. As for the next few years, earnings are expected to grow by 34% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 18 Mar 2026US$89.9bUS$146.5b-US$960,683,132.2017.3x-93.6x0.6x
Fri, 13 Feb 2026US$110.2bUS$148.7b-US$890,997,675.7225x-123.7x0.7x
Sun, 11 Jan 2026US$107.5bUS$147.6b-US$833,940,608.8823.2x-128.9x0.7x
Tue, 09 Dec 2025US$98.7bUS$147.6b-US$843,202,574.2818.1x-117x0.7x
Thu, 06 Nov 2025US$109.0bUS$150.0b-US$215,773,413.7120.1x-505.2x0.7x
Sat, 04 Oct 2025US$115.9bUS$148.9bUS$37.6m18.9x3082.7x0.8x
Mon, 01 Sep 2025US$108.8bUS$148.9bUS$39.2m17.1x2777.5x0.7x
Wed, 30 Jul 2025US$102.3bUS$148.5bUS$344.5m15.8x297.1x0.7x
Fri, 27 Jun 2025US$94.1bUS$148.3bUS$279.2m13.7x336.9x0.6x
Sun, 25 May 2025US$89.1bUS$148.2bUS$269.5m13.5x330.5x0.6x
Tue, 22 Apr 2025US$74.6bUS$149.4bUS$778.4m12.9x95.8x0.5x
Thu, 20 Mar 2025US$88.5bUS$149.4bUS$736.4m15.7x120.2x0.6x
Sat, 15 Feb 2025US$90.2bUS$149.4bUS$1.4b17.7x63.9x0.6x
Mon, 13 Jan 2025US$88.0bUS$150.3bUS$2.4b17.9x36.5x0.6x
Wed, 11 Dec 2024US$94.9bUS$150.3bUS$2.4b19.8x39.1x0.6x
Fri, 08 Nov 2024US$96.3bUS$161.0bUS$2.0b18.4x47.7x0.6x
Sun, 06 Oct 2024US$95.5bUS$153.0bUS$6.1b18.4x15.7x0.6x
Tue, 03 Sep 2024US$98.6bUS$153.0bUS$6.1b18.9x16.2x0.6x
Thu, 01 Aug 2024US$106.4bUS$153.6bUS$5.2b19.4x20.4x0.7x
Sat, 29 Jun 2024US$107.4bUS$153.6bUS$5.0b18x21.4x0.7x
Mon, 27 May 2024US$115.0bUS$153.6bUS$5.0b19.6x22.9x0.7x
Wed, 24 Apr 2024US$114.1bUS$153.8bUS$5.1b18.3x22.3x0.7x
Fri, 22 Mar 2024US$122.6bUS$155.5bUS$5.2b20x23.5x0.8x
Sun, 18 Feb 2024US$117.2bUS$155.8bUS$4.8b18.6x24.4x0.8x
Tue, 16 Jan 2024US$117.5bUS$156.2bUS$4.4b16.3x26.8x0.8x
Thu, 14 Dec 2023US$124.5bUS$156.2bUS$4.3b15.7x28.9x0.8x
Sat, 11 Nov 2023US$113.2bUS$156.2bUS$4.3b14.2x26.4x0.7x
Mon, 09 Oct 2023US$133.0bUS$154.6bUS$3.0b20.5x44.6x0.9x
Wed, 06 Sep 2023US$135.6bUS$154.6bUS$3.0b21.2x45.5x0.9x
Fri, 04 Aug 2023US$143.0bUS$156.4bUS$3.3b17.3x42.8x0.9x
Sun, 02 Jul 2023US$137.4bUS$152.7bUS$3.3b17.5x41.1x0.9x
Tue, 30 May 2023US$132.5bUS$149.4bUS$3.1b17.4x43.1x0.9x
Thu, 27 Apr 2023US$130.9bUS$145.9bUS$3.3b17.8x39.7x0.9x
Sat, 25 Mar 2023US$131.5bUS$145.6bUS$3.3b18.1x40.4x0.9x
Price to Earnings Ratio

40.4x


Total Market Cap: US$131.5bTotal 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 213.7x202420252026
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 0.73x.
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-0.97%
Consumer Discretionary-0.57%
Auto Components-1.58%
Auto Parts and Equipment-1.49%
Tires and Rubber-5.20%
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 32.1%, 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
DAN DanaUS$32.792.1%
+US$103.8m		131.9%PS0.5x
WRD WeRideUS$6.584.6%
+US$99.3m		-63.5%PS30.4x
QS QuantumScapeUS$6.962.1%
+US$85.8m		59.3%PB3.6x
KDK Kodiak AIUS$8.61-0.7%
US$54.9m		-22.9%PS414x
MBLY Mobileye GlobalUS$7.930.4%
+US$25.2m		-45.1%PS3.5x

Latest News

WRD
US$6.58
WeRide
7D
4.6%
1Y
-63.5%
DAN
US$32.79
Dana
7D
2.1%
1Y
131.9%
QS
US$6.96
QuantumScape
7D
2.1%
1Y
59.3%
BWA
US$52.31
BorgWarner
7D
-1.0%
1Y
81.5%
PHIN
US$64.06
PHINIA
7D
-3.5%
1Y
48.5%

PHIN: Future Cash Returns Will Rely On Executing Margin Expansion And Capital Returns

The analyst price target for PHINIA has shifted from an implied fair value of $85.25 to $86.75. Analysts point to recent target increases and valuation checks following the stock's rally as key drivers of this update.
ALV
US$104.20
Autoliv
7D
-3.4%
1Y
17.6%

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).
GT
US$6.74
Goodyear Tire & Rubber
7D
-5.2%
1Y
-24.5%
GTX
US$17.50
Garrett Motion
7D
-4.0%
1Y
95.5%
KNDI
US$1.05
Kandi Technologies Group
7D
11.7%
1Y
-30.0%
HSAI
US$24.57
Hesai Group
7D
-2.7%
1Y
19.5%
DORM
US$101.30
Dorman Products
7D
-5.2%
1Y
-19.0%

DORM: Tariff Noise And CFO Transition Will Shape Future Upside Narrative

Narrative Update on Dorman Products The analyst price target for Dorman Products has been reduced by $9.50 to $160.88, as analysts factor in lower long term fair value and P/E assumptions alongside recent target cuts tied to softer guidance, tariff related estimate adjustments, and a reset in expectations, despite solid demand trends and cash generation. Analyst Commentary Recent Street research on Dorman Products reflects a mixed but constructive view, with price targets coming down while ratings largely remain positive.
FOXF
US$16.37
Fox Factory Holding
7D
0.1%
1Y
-34.5%

FOXF: Free Cash Flow Focus And Margin Gains Will Drive Future Upside

Analysts have modestly lifted their blended price target on Fox Factory to around $26, reflecting updated assumptions that combine slower modeled revenue growth with a higher projected profit margin and a slightly lower future P/E multiple. Analyst Commentary Recent research is sending mixed, but generally constructive, signals on Fox Factory Holding, with some firms trimming expectations while others see enough progress to support modestly higher valuation levels.
MBLY
US$7.93
Mobileye Global
7D
0.4%
1Y
-45.1%

MBLY: Long Dated Surround ADAS Pipeline Will Reshape Long Term Expectations

Analysts trimmed their average price target on Mobileye by a few dollars into the mid-teens dollar range, reflecting more cautious revenue growth expectations and lower Street estimates for 2026, even as views on long term ADAS monetization and profit margins remain supportive. Analyst Commentary Recent research has tilted more cautious, with several Bearish analysts cutting price targets into the mid teens and questioning how quickly the company can translate its advanced driver assistance systems pipeline into earnings.
KDK
US$8.61
Kodiak AI
7D
-0.7%
1Y
-22.9%
ECX
US$1.21
ECARX Holdings
7D
-25.8%
1Y
-54.2%
MPAA
US$10.35
Motorcar Parts of America
7D
1.6%
1Y
-6.3%

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