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U.S. Auto Components Industry Analysis

UpdatedAug 23, 2026
DataAggregated Company Financials
Companies63
  • 7D-0.01%
  • 3M-4.7%
  • 1Y-12.0%
  • YTD-8.4%

The Auto Components industry has been flat over the last week, but Garrett Motion has lost 8.2%. Unfortunately though, the industry is down 12% 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
Sun, 23 Aug 2026US$94.8bUS$159.7b-US$4,257,267,405.6218.2x-22.3x0.6x
Tue, 21 Jul 2026US$92.1bUS$148.9b-US$4,231,239,740.3820.6x-21.8x0.6x
Thu, 18 Jun 2026US$97.3bUS$148.8b-US$4,165,564,086.9519.9x-23.4x0.7x
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
Price to Earnings Ratio

44.8x


Total Market Cap: US$133.6bTotal Earnings: US$3.0bTotal Revenue: US$154.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Components Industry Price to Earnings3Y Average 200.1x202420252026
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 0.69x.
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-1.49%
Consumer Discretionary0.023%
Auto Components-0.012%
Auto Parts and Equipment0.031%
Tires and Rubber-2.29%
Industry PE
    Forecasted Growth
    • Analysts are most optimistic on the Tires and Rubber industry, expecting annual earnings growth of 117% 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
    		ALV AutolivUS$125.372.7%
    +US$238.8m    		0.9%PE14.3x
    		VGNT VersigentUS$49.236.6%
    +US$214.6m    		n/aPE6.7x
    		WRD WeRideUS$6.4510.3%
    +US$197.4m    		-32.2%PS17.2x
    		LEA LearUS$128.542.9%
    +US$177.1m    		18.4%PE11.4x
    		DAN DanaUS$31.724.5%
    +US$147.4m    		60.0%PS0.4x

    Latest News

    MBLY
    US$9.03
    Mobileye Global
    7D
    1.2%
    1Y
    -36.2%
    Narrative Update • Aug 22

    MBLY: Autonomous Fleets And Robotics Will Support Earnings Beyond 2026

    Analysts have trimmed the fair value estimate for Mobileye Global from $23.06 to $20.85, as a series of lower Street price targets, tempered revenue growth expectations, and updated profitability and P/E assumptions filter into revised models, even though some firms still highlight the breadth of the product roadmap and the potential in advanced driver assistance and autonomous offerings. Analyst Commentary Recent Street research on Mobileye Global shows a split view, with several firms cutting price targets while a group of bullish analysts frame the current share price as disconnected from what they see as the company’s execution and product breadth.
    WRD
    US$6.45
    WeRide
    7D
    10.3%
    1Y
    -32.2%
    HSAI
    US$19.10
    Hesai Group
    7D
    4.9%
    1Y
    -17.9%
    Narrative Update • Aug 21

    HSAI: Rising Lidar Shipments And New Wins Will Drive Future Repricing

    Analysts have trimmed the Hesai Group fair value estimate from about $30.26 to about $28.97, as recent price target cuts to $31, $30 and $26.50 reflect updated views on discount rates, long term P/E assumptions, and ongoing pricing and margin pressures despite resilient revenue growth and shipment guidance. Analyst Commentary Recent research on Hesai Group highlights a mix of optimism around growth and adoption potential alongside caution around valuation assumptions and ongoing pricing and margin pressures.
    BWA
    US$67.78
    BorgWarner
    7D
    -1.3%
    1Y
    57.2%
    Narrative Update • Aug 21

    BWA: Non Auto Power And E Powertrain Mix Will Support Future Repricing

    Analysts have nudged the BorgWarner fair value estimate higher to $79.67 from $76.87, reflecting updated price targets in the $68 to $95 range and fresh research that highlights stronger Q2 execution, share buybacks, and emerging non-auto opportunities, such as AI-linked data center demand, as key supports for the stock. Analyst Commentary Recent Street research on BorgWarner shows a cluster of higher price targets and rating changes that reflect how analysts are weighing Q2 execution, share buybacks, and non auto opportunities tied to AI and power markets.
    VGNT
    US$49.23
    Versigent
    7D
    6.6%
    1Y
    n/a
    Seeking Alpha • Aug 21

    Versigent Has Already Run, But I Still See More Upside

    Summary Versigent delivered a strong first full quarter as an independent company, with sales up 10.8 percent and adjusted EBITDA up 24.8 percent. The stock is not as cheap as it was right after the Aptiv separation, but a valuation near 5.1 times expected 2026 adjusted EBITDA still looks reasonable. Debt and weak first-half cash conversion are the two issues I am watching most closely. I rate VGNT a Buy and value the shares at $58, about 24 percent above the current price. Read the full article on Seeking Alpha
    XPEL
    US$51.34
    XPEL
    7D
    2.7%
    1Y
    33.0%
    Narrative Update • Aug 21

    XPEL: Margin Expansion And Acquisitions Will Support Bullish Long Term Outlook

    Analysts have raised the XPEL fair value estimate from $56.67 to $61.67, citing higher modeled revenue growth, wider profit margins, and updated P/E assumptions. This follows recent price target increases to $60 and $65 after the Q2 report and Q3 guidance.
    LCII
    US$101.98
    LCI Industries
    7D
    -3.9%
    1Y
    -5.1%
    Narrative Update • Aug 20

    LCII: Patrick Merger And Content Expansion Will Support Future Earnings Power

    Analysts have trimmed their fair value estimate for LCI Industries by about $7 to $164.23, citing lower Street price targets tied to softer RV industry trends, a modestly higher discount rate, and slightly more cautious assumptions for revenue growth, margins, and future P/E multiples. Analyst Commentary Recent Street research on LCI Industries points to a more cautious tone on near term RV demand, but it also highlights several areas where bullish analysts still see value in the stock.
    PATK
    US$83.41
    Patrick Industries
    7D
    -3.1%
    1Y
    -28.1%
    APTV
    US$48.28
    Aptiv
    7D
    -2.6%
    1Y
    -38.4%
    Narrative Update • Aug 19

    APTV: Versigent Reset Will Spotlight Expanding Non Auto Revenue Streams

    Aptiv's updated analyst price target has moved down to $55, with analysts pointing to reduced revenue growth expectations, slightly lower profit margin forecasts, a modestly higher discount rate, and recent Street revisions following the company's 2026 outlook reset. Analyst Commentary Recent research on Aptiv shows a clear reset in expectations, with several bearish analysts trimming price targets and highlighting execution and growth risks.
    THRM
    US$40.47
    Gentherm
    7D
    -8.0%
    1Y
    10.8%
    Seeking Alpha • Aug 17

    Gentherm: Momentum And Expectations Return

    Summary Gentherm has rebounded over 50% from lows, driven by accelerating growth, improved guidance, and a transformative M&A deal with Modine. The Modine acquisition brings scale, diversification, and synergy potential, but results in significant dilution as Modine shareholders will own 40% of the combined entity. 2024 guidance was raised, with sales now seen at $1.55–$1.65 billion and EBITDA at $192 million, supporting a new $400 million share buyback. Ambitious 2030 targets—$3.5 billion sales and $1 billion cumulative free cash flow—drive optimism, but I remain cautiously curious given the mixed track record and valuation. Read the full article on Seeking Alpha
    LEA
    US$128.54
    Lear
    7D
    2.9%
    1Y
    18.4%
    ALV
    US$125.37
    Autoliv
    7D
    2.7%
    1Y
    0.9%
    DAN
    US$31.72
    Dana
    7D
    4.5%
    1Y
    60.0%
    QS
    US$5.98
    QuantumScape
    7D
    -3.4%
    1Y
    -26.7%
    GTX
    US$26.62
    Garrett Motion
    7D
    -8.2%
    1Y
    99.6%
    Narrative Update • Aug 10

    GTX: Industrial And Commercial Pivot Will Offset Tariff And Data Center Headwinds

    Garrett Motion's analyst fair value estimate has shifted from $33.00 to $34.00 as analysts factor in recent price target increases. These increases are tied to what they describe as strong execution, a tilt toward more resilient commercial and industrial exposure, and expectations for additional contract opportunities, reflected in recent targets ranging from $36 to $42.
    DORM
    US$132.12
    Dorman Products
    7D
    -3.1%
    1Y
    -18.8%
    Analysis Article • Aug 07

    Dorman Products, Inc. Just Recorded A 55% EPS Beat: Here's What Analysts Are Forecasting Next

    It's been a good week for Dorman Products, Inc. ( NASDAQ:DORM ) shareholders, because the company has just released its...