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U.S. Auto Components Industry Analysis

UpdatedMay 11, 2026
DataAggregated Company Financials
Companies56
  • 7D2.7%
  • 3M-9.3%
  • 1Y15.8%
  • YTD-4.8%

In the last week, the Auto Components industry is up 2.6%, with Autoliv leading the way with a 4.4% gain. Meanwhile, Aptiv actually underperformed within the industry, shrinking 5.2% in the last week. This means that the industry has gained 16% over the past year. Earnings are forecast to grow by 33% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 11 May 2026US$95.3bUS$148.7b-US$4,217,163,385.4520.2x-22.6x0.6x
Wed, 08 Apr 2026US$89.1bUS$155.4b-US$430,954,832.7815.6x-206.8x0.6x
Fri, 06 Mar 2026US$96.5bUS$146.6b-US$1,415,951,367.4018.6x-68.2x0.7x
Sun, 01 Feb 2026US$99.4bUS$147.9b-US$896,971,971.4523.6x-110.8x0.7x
Tue, 30 Dec 2025US$100.0bUS$147.6b-US$844,841,206.1919.2x-118.3x0.7x
Thu, 27 Nov 2025US$106.2bUS$150.3b-US$656,839,322.6821.2x-161.7x0.7x
Sat, 25 Oct 2025US$112.0bUS$149.0bUS$2.7b18.8x41.1x0.8x
Mon, 22 Sep 2025US$116.9bUS$148.9bUS$38.5m18.3x3039.2x0.8x
Wed, 20 Aug 2025US$106.6bUS$148.9bUS$41.9m16.7x2542.2x0.7x
Fri, 18 Jul 2025US$100.3bUS$148.3bUS$280.0m14.7x358.1x0.7x
Sun, 15 Jun 2025US$90.7bUS$148.3bUS$279.9m13.6x324x0.6x
Tue, 13 May 2025US$87.5bUS$148.2bUS$237.9m14.1x367.9x0.6x
Thu, 10 Apr 2025US$72.5bUS$149.4bUS$739.3m12.4x98x0.5x
Sat, 08 Mar 2025US$85.8bUS$149.3bUS$1.1b16.9x79.1x0.6x
Mon, 03 Feb 2025US$90.6bUS$149.8bUS$2.3b17.5x40.2x0.6x
Wed, 01 Jan 2025US$93.3bUS$150.3bUS$2.4b18.2x38.7x0.6x
Fri, 29 Nov 2024US$98.8bUS$150.4bUS$2.1b19.4x46.2x0.7x
Sun, 27 Oct 2024US$99.6bUS$162.0bUS$5.8b19.2x17.2x0.6x
Tue, 24 Sep 2024US$95.0bUS$153.0bUS$6.1b19x15.6x0.6x
Thu, 22 Aug 2024US$96.2bUS$153.0bUS$6.1b19.2x15.8x0.6x
Sat, 20 Jul 2024US$113.0bUS$153.6bUS$5.0b18.8x22.5x0.7x
Mon, 17 Jun 2024US$108.6bUS$153.6bUS$5.0b18.8x21.6x0.7x
Wed, 15 May 2024US$118.5bUS$153.7bUS$5.1b19.3x23.3x0.8x
Fri, 12 Apr 2024US$117.6bUS$153.8bUS$5.1b19x23.2x0.8x
Sun, 10 Mar 2024US$118.6bUS$155.5bUS$5.2b18.6x22.8x0.8x
Tue, 06 Feb 2024US$116.3bUS$157.0bUS$5.2b16.2x22.3x0.7x
Thu, 04 Jan 2024US$126.3bUS$156.2bUS$4.4b16.2x28.8x0.8x
Sat, 02 Dec 2023US$124.7bUS$156.2bUS$4.3b15.6x29x0.8x
Mon, 30 Oct 2023US$118.2bUS$155.5bUS$3.3b18.5x36.1x0.8x
Wed, 27 Sep 2023US$132.0bUS$154.6bUS$3.0b20.6x44.2x0.9x
Fri, 25 Aug 2023US$129.3bUS$154.6bUS$3.0b20.5x43.4x0.8x
Sun, 23 Jul 2023US$145.7bUS$153.3bUS$3.3b20.2x44.3x1x
Tue, 20 Jun 2023US$135.2bUS$149.4bUS$3.1b18.3x43.9x0.9x
Thu, 18 May 2023US$124.4bUS$147.5bUS$2.9b17.6x42.5x0.8x
Price to Earnings Ratio

42.5x


Total Market Cap: US$124.4bTotal Earnings: US$2.9bTotal Revenue: US$147.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Components Industry Price to Earnings3Y Average 206.3x202420252026
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 0.71x.
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 Market2.25%
Consumer Discretionary2.08%
Auto Components2.71%
Auto Parts and Equipment2.95%
Tires and Rubber-8.12%
Industry PE
    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 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
    		ALV AutolivUS$121.014.4%
    +US$380.3m    		27.1%PE12.8x
    		LEA LearUS$135.296.4%
    +US$341.2m    		52.1%PE12.8x
    		DORM Dorman ProductsUS$124.5210.7%
    +US$336.7m    		0.2%PE19.6x
    		VGNT VersigentUS$39.0011.5%
    +US$280.3m    		n/aPE5.4x
    		GTX Garrett MotionUS$27.035.5%
    +US$265.8m    		137.9%PE14.8x

    Latest News

    WRD
    US$7.39
    WeRide
    7D
    -4.3%
    1Y
    -10.6%
    ALV
    US$121.01
    Autoliv
    7D
    4.4%
    1Y
    27.1%
    Narrative Update • May 09

    ALV: Completed Buyback And New Rider Protection Products Will Support Future Upside

    Analysts have nudged their price target for Autoliv to $132.18, reflecting small tweaks to the discount rate, revenue growth outlook, profit margin assumptions and future P/E that collectively fine tune, rather than overhaul their view of the stock. What's in the News Autoliv updated its share repurchase program, reporting that between January 1 and March 31, 2026, the company repurchased 0 shares for $0, while completing a total of 2,102,854 shares repurchased for $250 million, equal to 2.76% of the company under the buyback announced on June 4, 2025 (Key Developments).
    MBLY
    US$8.87
    Mobileye Global
    7D
    2.1%
    1Y
    -43.4%
    SLDP
    US$2.92
    Solid Power
    7D
    -15.4%
    1Y
    129.9%
    XPEL
    US$43.96
    XPEL
    7D
    -7.7%
    1Y
    16.9%
    Analysis Article • May 08

    XPEL, Inc. (NASDAQ:XPEL) Analysts Are Pretty Bullish On The Stock After Recent Results

    Shareholders might have noticed that XPEL, Inc. ( NASDAQ:XPEL ) filed its quarterly result this time last week. The...
    BWA
    US$58.18
    BorgWarner
    7D
    2.1%
    1Y
    86.8%
    Analysis Article • May 08

    Analyst Estimates: Here's What Brokers Think Of BorgWarner Inc. (NYSE:BWA) After Its First-Quarter Report

    It's been a good week for BorgWarner Inc. ( NYSE:BWA ) shareholders, because the company has just released its latest...
    HLLY
    US$2.53
    Holley
    7D
    -23.3%
    1Y
    31.1%
    VGNT
    US$39.00
    Versigent
    7D
    11.5%
    1Y
    n/a
    LCII
    US$116.43
    LCI Industries
    7D
    -2.3%
    1Y
    35.7%
    LEA
    US$135.29
    Lear
    7D
    6.4%
    1Y
    52.1%
    Narrative Update • May 07

    LEA: Interior Premiumization And 2026 Execution Will Drive Balanced Risk Profile

    Analysts have raised the fair value estimate for Lear from $115 to $130 after updated research indicated slightly higher expectations for revenue growth and profit margins, supported by a series of recent price target adjustments across the Street. Analyst Commentary Recent research on Lear reflects a mixed tone, with several firms adjusting price targets both higher and lower over the past few months.
    DORM
    US$124.52
    Dorman Products
    7D
    10.7%
    1Y
    0.2%
    APTV
    US$57.11
    Aptiv
    7D
    -5.2%
    1Y
    -6.5%
    PHIN
    US$78.45
    PHINIA
    7D
    8.7%
    1Y
    87.0%
    GTX
    US$27.03
    Garrett Motion
    7D
    5.5%
    1Y
    137.9%
    HSAI
    US$21.86
    Hesai Group
    7D
    -3.6%
    1Y
    37.1%
    Narrative Update • May 01

    HSAI: Future Profitability Hinges On Execution Of Spatial Intelligence Shift

    Analysts have adjusted Hesai Group's fair value estimate to $25.22 from $24.03, reflecting updated assumptions on discount rate, revenue growth, profit margins, and a higher future P/E, informed by a mix of newly bullish initiations and a recent price target cut on the Street. Analyst Commentary Recent Street research around Hesai Group has been mixed.
    DAN
    US$34.56
    Dana
    7D
    -5.2%
    1Y
    128.1%
    Narrative Update • Apr 24

    DAN: Expanded Buybacks And Higher Dividend Will Support Balanced Future Returns

    Analysts have adjusted their price target for Dana to $40.71 from $39.57 as they factor in updated assumptions for the discount rate, revenue growth, profit margin, and future P/E expectations. What's in the News Dana expanded its equity buyback plan on February 11, 2026, increasing the authorization by US$1,000 million to a total of US$2,000 million and extending the program through 2030 (Key Developments).