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U.S. Auto Parts and Equipment Industry Analysis

UpdatedAug 08, 2026
DataAggregated Company Financials
Companies58
  • 7D2.8%
  • 3M-3.4%
  • 1Y-1.1%
  • YTDn/a

Over the last 7 days, the Auto Parts and Equipment industry has dropped 3.0%, driven by a pullback from Aptiv of 20%. Meanwhile, Mobileye Global actually outperformed within the industry, gaining 6.6% in the last week. The industry has fallen 5.4% in the last year. As for the next few years, earnings are expected to grow by 27% per annum.

Industry Valuation and Performance

Has the U.S. Auto Parts and Equipment Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 08 Aug 2026US$88.4bUS$140.5b-US$1,317,123,729.0020x-67.2x0.6x
Mon, 06 Jul 2026US$89.7bUS$130.9b-US$2,079,888,208.9920.2x-43.1x0.7x
Wed, 03 Jun 2026US$100.1bUS$130.9b-US$2,090,666,036.2120.3x-47.9x0.8x
Fri, 01 May 2026US$91.3bUS$137.6b-US$2,500,358,328.5619.3x-36.5x0.7x
Sun, 29 Mar 2026US$85.3bUS$128.3bUS$764.8m16.9x111.6x0.7x
Tue, 24 Feb 2026US$102.3bUS$130.6bUS$713.7m20.3x143.3x0.8x
Thu, 22 Jan 2026US$100.3bUS$129.3bUS$894.7m25x112.2x0.8x
Sat, 20 Dec 2025US$97.1bUS$129.3bUS$885.0m19.6x109.7x0.8x
Mon, 17 Nov 2025US$104.2bUS$131.9bUS$966.8m23.2x107.8x0.8x
Wed, 15 Oct 2025US$109.1bUS$130.4b-US$390,538,931.0318.4x-279.2x0.8x
Fri, 12 Sep 2025US$108.0bUS$130.4b-US$390,362,779.0119.2x-276.7x0.8x
Sun, 10 Aug 2025US$97.6bUS$130.3b-US$479,191,509.9515.1x-203.8x0.7x
Tue, 08 Jul 2025US$98.7bUS$129.7bUS$37.6m15.6x2625.6x0.8x
Thu, 05 Jun 2025US$87.7bUS$129.7bUS$40.2m14.3x2183.1x0.7x
Sat, 03 May 2025US$78.0bUS$130.3bUS$569.8m14x137x0.6x
Mon, 31 Mar 2025US$83.0bUS$130.5bUS$667.2m13.9x124.4x0.6x
Wed, 26 Feb 2025US$86.8bUS$130.3bUS$1.1b17.9x82.6x0.7x
Fri, 24 Jan 2025US$91.1bUS$131.3bUS$2.7b19x33.6x0.7x
Sun, 22 Dec 2024US$87.8bUS$131.3bUS$2.7b17.8x32.4x0.7x
Tue, 19 Nov 2024US$92.5bUS$140.3bUS$2.5b19.3x37.7x0.7x
Thu, 17 Oct 2024US$94.4bUS$142.8bUS$6.5b19.2x14.6x0.7x
Sat, 14 Sep 2024US$88.0bUS$133.6bUS$6.4b18x13.7x0.7x
Mon, 12 Aug 2024US$90.9bUS$133.6bUS$6.4b17.6x14.1x0.7x
Wed, 10 Jul 2024US$104.0bUS$134.0bUS$5.7b17.5x18.3x0.8x
Fri, 07 Jun 2024US$110.5bUS$134.0bUS$5.7b19.3x19.5x0.8x
Sun, 05 May 2024US$113.7bUS$134.0bUS$5.7b18.4x20x0.8x
Tue, 02 Apr 2024US$121.5bUS$135.3bUS$5.9b19.2x20.5x0.9x
Thu, 29 Feb 2024US$113.6bUS$135.5bUS$5.9b18.8x19.3x0.8x
Sat, 27 Jan 2024US$113.4bUS$136.4bUS$5.0b16x22.6x0.8x
Mon, 25 Dec 2023US$130.3bUS$135.9bUS$4.8b16.9x27.1x1x
Wed, 22 Nov 2023US$121.0bUS$135.9bUS$4.8b15.3x25.2x0.9x
Fri, 20 Oct 2023US$118.8bUS$134.1bUS$3.4b19.6x35.4x0.9x
Sun, 17 Sep 2023US$130.9bUS$134.1bUS$3.4b21.2x39x1x
Tue, 15 Aug 2023US$133.7bUS$134.1bUS$3.3b21.5x40.2x1x
Price to Earnings Ratio

40.2x


Total Market Cap: US$133.7bTotal Earnings: US$3.3bTotal Revenue: US$134.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Parts and Equipment Industry Price to Earnings3Y Average -84.9x202420252026
Current Industry PE
  • Investors are pessimistic on the American Auto Parts and Equipment 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 0.77x.
Past Earnings Growth
  • Total earnings for the Auto Parts and Equipment 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 Comparison

How does U.S. Auto Parts and Equipment compare with similar industries?

US Market4.05%
Consumer Discretionary2.75%
Auto Components2.55%
Auto Parts and Equipment2.80%
Tires and Rubber-7.35%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
BWA BorgWarnerUS$68.427.3%
+US$860.8m		77.5%PE33.6x
MBLY Mobileye GlobalUS$8.739.9%
+US$671.6m		-35.8%PS3.7x
QS QuantumScapeUS$6.0716.3%
+US$526.2m		-30.7%PB3.6x
HSAI Hesai GroupUS$19.2213.7%
+US$362.9m		-15.1%PE43x
PATK Patrick IndustriesUS$88.847.6%
+US$208.6m		-11.5%PE20x

Latest News

DORM
US$140.91
Dorman Products
7D
5.8%
1Y
1.0%
Analysis Article • 20h

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...
BWA
US$68.42
BorgWarner
7D
7.3%
1Y
77.5%
Narrative Update • Aug 07

BWA: Data Center Expansion And Buybacks Will Test Execution Strength

Analysts have lifted their fair value estimate for BorgWarner to $62.00 from $51.58, citing higher Street price targets following strong Q2 results, raised EPS guidance tied to buybacks, and increasing interest in the company’s potential in non-auto and data center-related revenue streams. Analyst Commentary Street research on BorgWarner has turned more constructive following recent Q2 results, with several major firms lifting price targets and highlighting interest in the company’s non auto and data center related revenue opportunities.
ADNT
US$19.42
Adient
7D
-7.7%
1Y
-11.7%
Narrative Update • Aug 07

ADNT: Post 2026 Buybacks And Margin Discipline Will Support Upside Repricing

Adient's updated analyst price target now reflects a modest cut of about $3 per share. Analysts point to slightly softer revenue growth expectations, a small increase in the discount rate and a lower future P/E assumption, partly offset by a marginally higher profit margin outlook.
APTV
US$49.55
Aptiv
7D
-12.3%
1Y
-25.9%
VGNT
US$44.10
Versigent
7D
6.7%
1Y
n/a
CAAS
US$4.42
China Automotive Systems
7D
-2.0%
1Y
9.1%
LEA
US$122.84
Lear
7D
-6.0%
1Y
28.1%
GTX
US$29.85
Garrett Motion
7D
-4.2%
1Y
135.8%
Seeking Alpha • Aug 01

Garrett Motion: Positive Q2 Results Point To Strong Future Growth

Summary Garrett Motion delivered robust Q2 2026 results, with 6.9% revenue growth and 16% net income growth, as the stock outperformed the S&P 500 year-to-date. GTX’s double-digit earnings growth, margin expansion, and new awards in industrial, data center, and e-powertrain markets underpin a compelling long-term thesis. Despite a 73% YTD total return, GTX trades at a low PEG ratio of 0.83, supporting continued upside and justifying a maintained 'strong buy' rating. I expect the current profit-taking pullback to be temporary, with catalysts from new awards and partnerships likely to drive the next rally. Read the full article on Seeking Alpha
PATK
US$88.84
Patrick Industries
7D
7.6%
1Y
-11.5%
Narrative Update • Jul 31

PATK: Future Stock Returns Will Reflect LCI Merger And RV Recovery Potential

Analysts have trimmed their target valuation for Patrick Industries by about $10 per share to reflect lower fair value estimates, softer revenue growth and margin assumptions, and a slightly higher discount rate in light of ongoing RV end market weakness highlighted in recent research. Analyst Commentary Recent research on Patrick Industries points to a more cautious stance on valuation, even as some analysts highlight areas of resilience in the business.
HSAI
US$19.22
Hesai Group
7D
13.7%
1Y
-15.1%
MBLY
US$8.73
Mobileye Global
7D
9.9%
1Y
-35.8%
DCH
US$6.35
Dauch
7D
12.4%
1Y
20.3%
VC
US$104.01
Visteon
7D
-0.5%
1Y
-8.9%
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.
QS
US$6.07
QuantumScape
7D
16.3%
1Y
-30.7%
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.
ALV
US$122.86
Autoliv
7D
-0.3%
1Y
9.3%
STRT
US$86.39
Strattec Security
7D
-1.7%
1Y
20.6%
Seeking Alpha • Jun 28

Strattec Security: Performing Well Despite Industry Challenges

Summary Strattec Security's stock demonstrates resilience, outperforming despite a 4.5% YoY Q3 revenue decline and missed analysts' estimates. STRT's restructuring efforts yielded $1.7M in Q3 savings and improved gross margin to 16.46%, with further $800K annualized savings expected from Mexico operations. Growth strategies include expanding content with existing customers, diversifying the customer base, and innovating engineered-led access systems across three key product categories. Strattec is valued attractively and positioned well for an eventual recovery in the automotive market. Read the full article on Seeking Alpha