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

U.S. Auto Components Industry Analysis

UpdatedMay 15, 2026
DataAggregated Company Financials
Companies55
  • 7D4.7%
  • 3M-8.3%
  • 1Y14.3%
  • YTD-2.2%

Over the last 7 days, the Auto Components industry has risen 4.7%, driven by gains from BorgWarner of 16%. Meanwhile, Goodyear Tire & Rubber actually underperformed within the industry, shrinking 16% in the last week. This means that the industry has gained 14% over the past year. Looking forward, 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
Sat, 16 May 2026US$97.5bUS$148.7b-US$4,219,242,924.4319.1x-23.1x0.7x
Mon, 13 Apr 2026US$92.1bUS$155.4b-US$431,652,295.9016.2x-213.3x0.6x
Wed, 11 Mar 2026US$93.8bUS$146.6b-US$1,416,341,534.1617.8x-66.2x0.6x
Fri, 06 Feb 2026US$98.1bUS$148.5b-US$1,054,728,131.7924.3x-93x0.7x
Sun, 04 Jan 2026US$102.3bUS$147.6b-US$833,520,799.7819.2x-122.8x0.7x
Tue, 02 Dec 2025US$107.3bUS$150.3b-US$656,871,976.2621.2x-163.3x0.7x
Thu, 30 Oct 2025US$113.3bUS$149.3bUS$2.7b18.9x41.9x0.8x
Sat, 27 Sep 2025US$112.7bUS$148.9bUS$39.3m18.4x2865.4x0.8x
Mon, 25 Aug 2025US$109.2bUS$148.9bUS$40.8m17.1x2679.6x0.7x
Wed, 23 Jul 2025US$100.6bUS$148.4bUS$307.6m14.9x327x0.7x
Fri, 20 Jun 2025US$90.8bUS$148.3bUS$280.2m13.4x323.8x0.6x
Sun, 18 May 2025US$92.1bUS$148.2bUS$235.6m14.1x391.2x0.6x
Tue, 15 Apr 2025US$74.4bUS$149.4bUS$739.6m12.1x100.5x0.5x
Thu, 13 Mar 2025US$85.4bUS$149.3bUS$1.1b15.7x78.8x0.6x
Sat, 08 Feb 2025US$89.4bUS$149.7bUS$1.0b17.9x89x0.6x
Mon, 06 Jan 2025US$95.2bUS$150.3bUS$2.4b18.1x39.4x0.6x
Wed, 04 Dec 2024US$94.9bUS$150.3bUS$2.4b19.2x39.1x0.6x
Fri, 01 Nov 2024US$94.6bUS$161.4bUS$1.9b18.2x48.6x0.6x
Sun, 29 Sep 2024US$99.8bUS$153.0bUS$6.1b19.3x16.4x0.7x
Tue, 27 Aug 2024US$98.8bUS$153.0bUS$6.1b19.8x16.3x0.6x
Thu, 25 Jul 2024US$107.4bUS$153.6bUS$5.1b18.7x21x0.7x
Sat, 22 Jun 2024US$107.7bUS$153.6bUS$5.0b18.3x21.4x0.7x
Mon, 20 May 2024US$118.4bUS$153.7bUS$5.1b19.1x23.3x0.8x
Wed, 17 Apr 2024US$114.8bUS$153.7bUS$5.1b18.5x22.4x0.7x
Fri, 15 Mar 2024US$120.0bUS$155.5bUS$5.2b18.5x23x0.8x
Sun, 11 Feb 2024US$117.7bUS$154.4bUS$4.8b17.8x24.3x0.8x
Tue, 09 Jan 2024US$120.1bUS$156.2bUS$4.4b16.9x27.4x0.8x
Thu, 07 Dec 2023US$124.3bUS$156.2bUS$4.3b15.3x28.8x0.8x
Sat, 04 Nov 2023US$118.3bUS$156.3bUS$4.5b15x26.2x0.8x
Mon, 02 Oct 2023US$135.0bUS$154.6bUS$3.0b20.9x45.2x0.9x
Wed, 30 Aug 2023US$133.6bUS$154.6bUS$3.0b21.4x44.8x0.9x
Fri, 28 Jul 2023US$146.0bUS$153.3bUS$3.3b20.3x44.4x1x
Sun, 25 Jun 2023US$129.2bUS$149.4bUS$3.1b17.1x42x0.9x
Tue, 23 May 2023US$127.6bUS$147.5bUS$2.9b17.8x43.6x0.9x
Price to Earnings Ratio

43.6x


Total Market Cap: US$127.6bTotal 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 206.1x202420252026
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 0.71x.
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 Market1.15%
Consumer Discretionary-0.58%
Auto Components4.72%
Auto Parts and Equipment5.16%
Tires and Rubber-15.57%
Industry PE
    Forecasted Growth
    • Analysts are most optimistic on the Auto Parts and Equipment industry, expecting annual earnings growth of 31% over the next 5 years.
    • This is better than its past earnings growth rate of 7.0% per year.
    • 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
    		MBLY Mobileye GlobalUS$10.029.0%
    +US$699.0m    		-37.2%PS4.2x
    		BWA BorgWarnerUS$63.213.1%
    +US$387.7m    		89.6%PE35.8x
    		GTX Garrett MotionUS$30.976.8%
    +US$368.8m    		158.1%PE16.9x
    		QS QuantumScapeUS$8.016.2%
    +US$289.1m    		69.3%PB4.4x
    		KDK Kodiak AIUS$8.1011.8%
    +US$157.2m    		-28.1%PS358.2x

    Latest News

    GTX
    US$30.97
    Garrett Motion
    7D
    6.8%
    1Y
    158.1%
    HSAI
    US$22.44
    Hesai Group
    7D
    3.9%
    1Y
    26.9%
    LCII
    US$111.03
    LCI Industries
    7D
    -6.6%
    1Y
    21.6%
    GT
    US$5.64
    Goodyear Tire & Rubber
    7D
    -13.4%
    1Y
    -47.7%
    Seeking Alpha • May 14

    Goodyear: A Depressed Stock Is Not Always A Bargain

    Summary The Goodyear Tire & Rubber Company remains a Hold, reflecting persistent uncertainty and operational headwinds despite trading near 52-week lows. Q1 2026 results showed declining volumes, pressured margins, and a mixed regional performance, with the Americas notably weak and Asia Pacific providing some offset. Goodyear Forward cost savings are materializing, but raw material cost risks and weak demand undermine margin recovery and earnings visibility. GT stock valuation appears optically cheap, but cyclical risk, leverage, and lack of clear turnaround evidence justify caution rather than opportunistic buying. Read the full article on Seeking Alpha
    BWA
    US$63.21
    BorgWarner
    7D
    3.1%
    1Y
    89.6%
    ADNT
    US$20.84
    Adient
    7D
    -8.5%
    1Y
    31.7%
    Analysis Article • May 14

    Shareholders Will Be Pleased With The Quality of Adient's (NYSE:ADNT) Earnings

    Adient plc ( NYSE:ADNT ) recently posted some strong earnings, and the market responded positively. We have done some...
    DAN
    US$33.10
    Dana
    7D
    -4.6%
    1Y
    105.7%
    APTV
    US$54.34
    Aptiv
    7D
    -6.2%
    1Y
    -20.4%
    VGNT
    US$42.80
    Versigent
    7D
    2.3%
    1Y
    n/a
    LEA
    US$132.72
    Lear
    7D
    -5.0%
    1Y
    40.1%
    Analysis Article • May 12

    Lear's (NYSE:LEA) Solid Earnings Have Been Accounted For Conservatively

    Lear Corporation's ( NYSE:LEA ) solid earnings announcement recently didn't do much to the stock price. We did some...
    KDK
    US$8.10
    Kodiak AI
    7D
    11.8%
    1Y
    -28.1%
    Seeking Alpha • May 12

    Kodiak AI: Major Delay And Dilution

    Summary Kodiak AI faces a significant delay in its flagship 100-truck Atlas order, pushing the anticipated revenue growth ramp to 2027. Q1 revenue of $1.83 million beat estimates, but operating losses doubled year over year to nearly $38 million amid heavy cash burn. Equity dilution accelerated with a 15.38 million share sale at $6.50, lowering warrant and convertible exercise prices and expanding potential future share count. Read the full article on Seeking Alpha
    ALV
    US$114.85
    Autoliv
    7D
    -5.6%
    1Y
    12.7%
    QS
    US$8.01
    QuantumScape
    7D
    6.2%
    1Y
    69.3%
    MBLY
    US$10.02
    Mobileye Global
    7D
    9.0%
    1Y
    -37.2%
    DORM
    US$116.15
    Dorman Products
    7D
    -6.4%
    1Y
    -12.0%
    STRT
    US$66.91
    Strattec Security
    7D
    7.1%
    1Y
    38.6%