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U.S. Auto Parts and Equipment Industry Analysis

UpdatedNov 20, 2025
DataAggregated Company Financials
Companies58
  • 7D-8.8%
  • 3M-11.8%
  • 1Y1.3%
  • YTDn/a

Over the last 7 days, the Auto Parts and Equipment industry has dropped 9.1%, driven by a pullback from Aptiv of 13%. Meanwhile, XPEL actually outperformed within the industry, gaining 5.9% in the last week. This takes the industry's 12 month performance to a gain of 6.7%. As for the next few years, earnings are expected to grow by 39% 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
Fri, 21 Nov 2025US$100.9bUS$131.9bUS$967.3m22.7x104.3x0.8x
Sun, 19 Oct 2025US$108.3bUS$130.6b-US$354,087,021.0418.5x-305.8x0.8x
Tue, 16 Sep 2025US$109.4bUS$130.4b-US$390,367,469.8118.8x-280.3x0.8x
Thu, 14 Aug 2025US$101.9bUS$130.3b-US$398,886,965.6217x-255.4x0.8x
Sat, 12 Jul 2025US$97.8bUS$129.7bUS$37.6m16.4x2600.2x0.8x
Mon, 09 Jun 2025US$88.1bUS$129.7bUS$40.3m14.5x2184x0.7x
Wed, 07 May 2025US$79.6bUS$129.8bUS$564.5m14.7x141x0.6x
Fri, 04 Apr 2025US$83.4bUS$130.5bUS$668.0m12.6x124.8x0.6x
Sun, 02 Mar 2025US$85.2bUS$130.4bUS$1.0b17.3x84x0.7x
Tue, 28 Jan 2025US$91.3bUS$131.3bUS$2.7b19.2x33.7x0.7x
Thu, 26 Dec 2024US$89.9bUS$131.3bUS$2.7b18x33.2x0.7x
Sat, 23 Nov 2024US$95.9bUS$140.2bUS$2.4b19.8x39.1x0.7x
Mon, 21 Oct 2024US$96.1bUS$142.8bUS$6.5b20.1x14.8x0.7x
Wed, 18 Sep 2024US$89.3bUS$133.6bUS$6.4b19.5x13.9x0.7x
Fri, 16 Aug 2024US$90.3bUS$133.6bUS$6.4b19.3x14x0.7x
Sun, 14 Jul 2024US$107.9bUS$134.0bUS$5.7b18.4x19x0.8x
Tue, 11 Jun 2024US$114.2bUS$134.0bUS$5.7b19.3x20.1x0.9x
Thu, 09 May 2024US$114.8bUS$134.0bUS$5.7b18.7x20x0.9x
Sat, 06 Apr 2024US$115.7bUS$133.7bUS$5.8b19.7x20.1x0.9x
Mon, 04 Mar 2024US$115.6bUS$135.5bUS$5.9b19.5x19.5x0.9x
Wed, 31 Jan 2024US$115.9bUS$136.4bUS$5.0b17x23.1x0.8x
Fri, 29 Dec 2023US$131.9bUS$135.9bUS$4.8b17.1x27.4x1x
Sun, 26 Nov 2023US$123.2bUS$135.9bUS$4.8b15.5x25.6x0.9x
Tue, 24 Oct 2023US$118.3bUS$134.4bUS$3.4b19.5x35x0.9x
Thu, 21 Sep 2023US$132.2bUS$134.1bUS$3.4b20.9x39.4x1x
Sat, 19 Aug 2023US$126.9bUS$134.1bUS$3.4b20.7x37.9x0.9x
Mon, 17 Jul 2023US$142.0bUS$131.9bUS$3.3b18.8x42.9x1.1x
Wed, 14 Jun 2023US$132.1bUS$128.5bUS$3.1b18.5x43x1x
Fri, 12 May 2023US$120.8bUS$126.7bUS$2.9b18x41.4x1x
Sun, 09 Apr 2023US$125.3bUS$124.7bUS$3.1b20.1x40.4x1x
Tue, 07 Mar 2023US$140.6bUS$124.9bUS$2.9b21.3x48.1x1.1x
Thu, 02 Feb 2023US$138.5bUS$125.0bUS$2.7b21.1x51.3x1.1x
Sat, 31 Dec 2022US$115.6bUS$124.9bUS$2.4b17.4x49.1x0.9x
Mon, 28 Nov 2022US$120.4bUS$124.4bUS$2.6b20.7x46.5x1x
Price to Earnings Ratio

46.5x


Total Market Cap: US$120.4bTotal Earnings: US$2.6bTotal Revenue: US$124.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Parts and Equipment Industry Price to Earnings3Y Average -88.1x202320242025
Current Industry PE
  • Investors are optimistic on the American Auto Parts and Equipment industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 104x which is higher than its 3-year average PE of -88.1x.
  • The industry is trading close to its 3-year average PS ratio of 0.84x.
Past Earnings Growth
  • The earnings for companies in the Auto Parts and Equipment industry have declined 28% per year over the last three years.
  • 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 Market-3.20%
Consumer Discretionary-5.96%
Auto Components-8.60%
Auto Parts and Equipment-8.79%
Tires and Rubber0.65%
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
MOD Modine ManufacturingUS$139.018.0%
+US$541.2m		-1.1%PE39.3x
XPEL XPELUS$41.762.5%
+US$28.2m		-6.9%PE24.7x
SYPR Sypris SolutionsUS$2.105.3%
+US$2.4m		50.0%PS0.4x
KDK Kodiak AIUS$6.520.08%
+US$906.0k		-40.2%PS71.8x

Latest News

LEA
US$99.28
Lear
7D
-7.8%
1Y
3.0%
HSAI
US$15.03
Hesai Group
7D
-24.0%
1Y
226.0%

What You Can Learn From Hesai Group's (NASDAQ:HSAI) P/S After Its 29% Share Price Crash

Nov 20
What You Can Learn From Hesai Group's (NASDAQ:HSAI) P/S After Its 29% Share Price Crash
BWA
US$40.96
BorgWarner
7D
-9.8%
1Y
21.3%

BWA: Margin Execution And New Automotive Wins Will Drive Upward Momentum

BorgWarner's analyst price targets have recently increased. The consensus has moved higher by up to $10, as analysts cite strong margin execution, new business wins, and stabilizing automotive demand as key factors supporting the upward revisions.
GNTX
US$21.83
Gentex
7D
-6.2%
1Y
-26.9%

GNTX: Stronger Global Vehicle Production Will Drive Demand Through 2025

Analysts have increased Gentex's price target, with recent updates bringing the target up from $28 to as high as $32. This change is mainly due to robust global auto production and resilient market demand forecasts.
MOD
US$139.01
Modine Manufacturing
7D
8.0%
1Y
-1.1%
ALV
US$112.69
Autoliv
7D
-8.3%
1Y
15.2%
APTV
US$70.28
Aptiv
7D
-13.3%
1Y
31.7%
XPEL
US$41.76
XPEL
7D
2.5%
1Y
-6.9%

XPEL: Expanding Manufacturing Spend Will Drive Stronger Future Profit Margins

Analysts have raised their price target for XPEL from $47.67 to $52.00. They cite improved profit margin expectations, even as revenue growth moderates.
MBLY
US$10.77
Mobileye Global
7D
-13.6%
1Y
-37.7%

MBLY: Recurring Software Revenues Will Drive Near-Term Business Resilience

Mobileye Global's analyst price target has shifted upward by $0.07, as analysts cite increased OEM partnerships, recurring software revenues, and promising mobility initiatives as drivers for a more favorable outlook. Analyst Commentary Recent Street research provides a balanced view of Mobileye Global's growth potential and near-term uncertainties.
SYPR
US$2.10
Sypris Solutions
7D
5.3%
1Y
50.0%

Returns On Capital Are Showing Encouraging Signs At Sypris Solutions (NASDAQ:SYPR)

Nov 06
Returns On Capital Are Showing Encouraging Signs At Sypris Solutions (NASDAQ:SYPR)
QS
US$11.72
QuantumScape
7D
-13.6%
1Y
132.5%
KDK
US$6.52
Kodiak AI
7D
0.08%
1Y
-40.2%