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U.S. Auto Components Industry Analysis

UpdatedJul 28, 2026
DataAggregated Company Financials
Companies58
  • 7D-0.2%
  • 3M-1.6%
  • 1Y-6.9%
  • YTD-9.6%

The Auto Components is pretty flat in the last 7 days, but BorgWarner has stood out, gaining 3.3%. Unfortunately though, the industry is down 6.9% over the past 12 months. Looking forward, 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
Tue, 28 Jul 2026US$89.6bUS$148.9b-US$4,166,476,973.5520.6x-21.5x0.6x
Thu, 25 Jun 2026US$93.2bUS$148.8b-US$4,164,258,479.3621.3x-22.4x0.6x
Sat, 23 May 2026US$94.3bUS$148.8b-US$4,174,865,197.1619.1x-22.6x0.6x
Mon, 20 Apr 2026US$94.9bUS$155.6b-US$457,715,755.4718.5x-207.4x0.6x
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
Price to Earnings Ratio

42.8x


Total Market Cap: US$143.0bTotal Earnings: US$3.3bTotal Revenue: US$156.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Components Industry Price to Earnings3Y Average 201.6x202420252026
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-0.74%
Consumer Discretionary-6.27%
Auto Components-0.22%
Auto Parts and Equipment-0.18%
Tires and Rubber-1.79%
Industry PE
    Forecasted Growth
    • Analysts are most optimistic on the Auto Parts and Equipment industry, expecting annual earnings growth of 33% over the next 5 years.
    • This is better than its past earnings growth rate of 11% per year.
    • In contrast, the Auto Parts and Equipment industry is expected to see its earnings grow by 33% 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
    		BWA BorgWarnerUS$63.683.3%
    +US$422.5m    		78.0%PE36.1x
    		LEA LearUS$145.003.5%
    +US$242.5m    		46.6%PE13.7x
    		THRM GenthermUS$42.0718.3%
    +US$200.9m    		21.6%PE48.6x
    		ALV AutolivUS$119.622.0%
    +US$175.0m    		3.1%PE13.6x
    		VGNT VersigentUS$41.724.2%
    +US$120.5m    		n/aPE5.8x

    Latest News

    GNTX
    US$22.92
    Gentex
    7D
    -4.4%
    1Y
    -17.9%
    BWA
    US$63.68
    BorgWarner
    7D
    3.3%
    1Y
    78.0%
    THRM
    US$42.07
    Gentherm
    7D
    18.3%
    1Y
    21.6%
    Narrative Update • Jul 25

    THRM: Record Results And Buybacks Will Support Measured Long Term Upside

    Analysts have lifted their price target on Gentherm stock from $40.57 to $45.71, citing updated views on fair value, a slightly lower discount rate, revised revenue growth assumptions, modestly adjusted profit margin expectations, and a different forward P/E input. What’s in the News for Gentherm Gentherm reported record Q2 2026 revenue of US$416.2 million with adjusted earnings of US$0.75 per share, and the Automotive Climate and Comfort Solutions division outperformed light vehicle production growth by 14 percentage points in key markets.
    VC
    US$105.54
    Visteon
    7D
    3.9%
    1Y
    -8.2%
    Narrative Update • Jul 25

    VC: Buybacks And AI Expansion Will Test Fairly Balanced Market Expectations

    Analysts have raised their price target for Visteon stock from $105 to $110, citing updated assumptions around revenue growth, profit margins, discount rates, and future P/E as support for the new valuation range. What’s in the News for Visteon Visteon reported its second quarter 2026 financial results and launched a US$200 million accelerated share repurchase program, securing approximately US$2.0b in new business and launching 24 new products during the quarter.
    MBLY
    US$8.01
    Mobileye Global
    7D
    -10.5%
    1Y
    -47.2%
    Narrative Update • Jul 24

    MBLY: Robotaxi And Humanoid Rollout Will Drive Future Upside Potential

    Analysts have trimmed the fair value estimate for Mobileye Global by about $0.63 to $12.66, reflecting a wave of reduced price targets in the $7 to $12 range as they factor in one off R&D tax benefits, a pending CEO transition and updated views on the company’s robotaxi and humanoid robotics opportunities. Analyst Commentary Recent research on Mobileye Global reflects a more cautious stance on valuation, with many price targets now clustered in the high single digits to low teens.
    QS
    US$5.18
    QuantumScape
    7D
    -12.1%
    1Y
    -52.8%
    Narrative Update • Jul 24

    QS: Honda Partnership Will Shape Future Licensing And Royalty Upside

    Analysts have trimmed their fair value estimates and lowered the average price target on QuantumScape by about $0.50 to around $6.66, citing reduced valuation multiples. At the same time, they acknowledge recent QSE-5 shipments and early AI data center interest.
    DAN
    US$27.24
    Dana
    7D
    4.2%
    1Y
    67.3%
    Narrative Update • Jul 24

    DAN: Eaton Mobility Deal Will Reshape Margins And Support Future Upside

    Analysts have modestly reduced their price target on Dana to $37.57 from $39.43, citing updated assumptions around the discount rate, revenue growth, profit margin, and future P/E estimates. What’s in the News for Dana Dana Inc.
    ADNT
    US$20.72
    Adient
    7D
    5.4%
    1Y
    -8.7%
    Seeking Alpha • Jul 23

    Adient: The Unimpacted Negative FCF Highlights The Structural Issues

    Summary Adient remains a 'HOLD' with a revised price target of $18.5/share due to persistent structural and execution risks. ADNT's China strategy has eroded margins, with Asia margins dropping over 300 bps and free cash flow turning negative absent timing benefits. Net debt exceeds market cap ($1.7B vs. $1.56B), interest expense is 4x LTM net income, and GAAP earnings remain weak. Peers like ALV, LEA, and MGA offer better credit quality, yield, and cash generation, making ADNT unattractive until a clear turnaround materializes. Read the full article on Seeking Alpha
    LCII
    US$103.52
    LCI Industries
    7D
    -3.2%
    1Y
    5.1%
    Narrative Update • Jul 23

    LCII: Pending Patrick Merger Will Support Future Scale Benefits And Demand Resilience

    Analysts have trimmed their average price target for LCI Industries to $137.70 from $146.00, reflecting slightly softer assumptions for revenue growth, profit margins, and future P/E as recent sector research highlights weaker RV trends and mixed sentiment around the pending Patrick merger. Analyst Commentary Recent research on LCI Industries shows analysts pulling back their price targets but still highlighting a mix of growth, execution, and valuation angles that matter if you are tracking the stock through softer RV trends and the pending Patrick merger.
    WRD
    US$5.63
    WeRide
    7D
    -5.4%
    1Y
    -45.1%
    SLDP
    US$2.14
    Solid Power
    7D
    -7.4%
    1Y
    -47.2%
    ALV
    US$119.62
    Autoliv
    7D
    2.0%
    1Y
    3.1%
    LEA
    US$145.00
    Lear
    7D
    3.5%
    1Y
    46.6%
    Seeking Alpha • Jul 17

    Lear Is In High Gear

    Summary Lear Corporation is rated a ‘buy’ due to resilient growth and exceptionally low valuation multiples despite industry headwinds. LEA’s Q1 2026 revenue rose to $5.82B, driven by strong seating segment performance and global diversification, even as global vehicle production declined. Management guides for 2026 revenue of $23.21–$24.01B and EBITDA of $1.65–$1.82B, reflecting confidence in product innovation and robust order pipelines. Execution in a weak macro environment and attractive relative valuation positions LEA for potential upside if even modest improvements materialize. Read the full article on Seeking Alpha
    PATK
    US$84.69
    Patrick Industries
    7D
    -3.1%
    1Y
    -15.3%
    GTX
    US$30.80
    Garrett Motion
    7D
    -1.7%
    1Y
    135.3%
    Narrative Update • Jul 16

    GTX: Future Non Auto Revenue Breadth Offsets Tariff And Demand Concerns

    The analyst price target for Garrett Motion has been raised from $24.00 to $33.00. Analysts cite updated fair value assumptions and expectations for broader revenue contributions from new products, while also noting mixed views and recent volatility related to tariff headlines and sector sentiment.
    VGNT
    US$41.72
    Versigent
    7D
    4.2%
    1Y
    n/a