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

U.S. Auto Parts and Equipment Industry Analysis

UpdatedSep 22, 2026
DataAggregated Company Financials
Companies58
  • 7D-2.9%
  • 3M-11.1%
  • 1Y-23.9%
  • YTDn/a

Over the last 7 days, the Auto Parts and Equipment industry has dropped 2.9%, driven by a pullback from Lear of 6.7%. Overall the industry is down 24% in 12 months. Earnings are forecast to grow by 29% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 22 Sep 2026US$84.3bUS$142.0b-US$1,719,350,351.6416.3x-49x0.6x
Thu, 20 Aug 2026US$91.5bUS$142.0b-US$1,713,071,621.5619.1x-53.4x0.6x
Sat, 18 Jul 2026US$91.4bUS$130.9b-US$2,080,092,235.6021.2x-44x0.7x
Mon, 15 Jun 2026US$97.6bUS$130.9b-US$2,080,439,396.0520.5x-46.9x0.7x
Wed, 13 May 2026US$93.0bUS$130.8b-US$2,132,323,425.8219.7x-43.6x0.7x
Fri, 10 Apr 2026US$90.2bUS$137.1bUS$1.3b16.3x69.9x0.7x
Sun, 08 Mar 2026US$91.4bUS$128.3bUS$305.3m18.1x299.5x0.7x
Tue, 03 Feb 2026US$96.8bUS$129.8bUS$701.9m23.6x137.9x0.7x
Thu, 01 Jan 2026US$97.6bUS$129.3bUS$895.5m19x109x0.8x
Sat, 29 Nov 2025US$104.7bUS$132.0bUS$1.1b21.3x97.6x0.8x
Mon, 27 Oct 2025US$112.0bUS$130.6bUS$2.3b19.3x49.2x0.9x
Wed, 24 Sep 2025US$113.8bUS$130.4b-US$390,679,436.7818.7x-291.4x0.9x
Fri, 22 Aug 2025US$103.1bUS$130.4b-US$387,531,033.1818.4x-266.1x0.8x
Sun, 20 Jul 2025US$98.4bUS$129.8bUS$65.8m15.7x1495.3x0.8x
Tue, 17 Jun 2025US$87.6bUS$129.7bUS$37.8m14.7x2316.2x0.7x
Thu, 15 May 2025US$90.4bUS$129.6b-US$3,934,272.3114.5x-22979x0.7x
Sat, 12 Apr 2025US$72.0bUS$130.5bUS$668.1m11.6x107.7x0.6x
Mon, 10 Mar 2025US$84.7bUS$130.4bUS$1.0b16.2x83.6x0.6x
Wed, 05 Feb 2025US$85.5bUS$130.8bUS$2.5b17x33.5x0.7x
Fri, 03 Jan 2025US$90.6bUS$131.3bUS$2.7b17.9x33.4x0.7x
Sun, 01 Dec 2024US$91.4bUS$131.3bUS$2.7b19.4x33.6x0.7x
Tue, 29 Oct 2024US$97.3bUS$142.6bUS$6.2b19.6x15.8x0.7x
Thu, 26 Sep 2024US$95.0bUS$133.6bUS$6.4b18.6x14.8x0.7x
Sat, 24 Aug 2024US$94.1bUS$133.6bUS$6.4b19.8x14.6x0.7x
Mon, 22 Jul 2024US$104.2bUS$134.0bUS$5.8b18.8x18.1x0.8x
Wed, 19 Jun 2024US$105.9bUS$134.0bUS$5.7b18.2x18.7x0.8x
Fri, 17 May 2024US$116.1bUS$134.0bUS$5.7b19.2x20.3x0.9x
Sun, 14 Apr 2024US$114.6bUS$133.7bUS$5.8b18.8x19.9x0.9x
Tue, 12 Mar 2024US$115.4bUS$135.4bUS$5.9b18.4x19.6x0.9x
Thu, 08 Feb 2024US$114.2bUS$137.2bUS$5.7b15.9x20x0.8x
Sat, 06 Jan 2024US$115.8bUS$135.9bUS$4.9b16.6x23.7x0.9x
Mon, 04 Dec 2023US$121.2bUS$135.9bUS$4.8b15.9x25.2x0.9x
Wed, 01 Nov 2023US$115.4bUS$135.1bUS$3.7b18.6x31.6x0.9x
Fri, 29 Sep 2023US$131.5bUS$134.1bUS$3.4b21.1x39.2x1x
Price to Earnings Ratio

39.2x


Total Market Cap: US$131.5bTotal Earnings: US$3.4bTotal Revenue: US$134.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Parts and Equipment Industry Price to Earnings3Y Average -88.6x202420252026
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 0.75x.
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 Market1.77%
Consumer Discretionary0.85%
Auto Components-2.91%
Auto Parts and Equipment-2.86%
Tires and Rubber-5.63%
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
ALV AutolivUS$118.772.2%
+US$188.2m		-6.3%PE13.5x
APTV AptivUS$44.612.0%
+US$178.6m		-47.8%PE19.7x
VGNT VersigentUS$47.094.2%
+US$134.6m		n/aPE6.4x
HSAI Hesai GroupUS$17.103.7%
+US$95.4m		-41.5%PE36x
GTX Garrett MotionUS$25.951.2%
+US$59.7m		85.5%PE13.6x

Latest News

VGNT
US$47.09
Versigent
7D
4.2%
1Y
n/a
MBLY
US$7.68
Mobileye Global
7D
-3.0%
1Y
-45.9%
Narrative Update • Sep 21

MBLY: ADAS Still Anchors The Story, Robotaxis And Humanoids Add Future Upside

The thesis on Mobileye Global has been reviewed and reaffirmed, with the updated narrative extending the original focus on ADAS design wins and OEM adoption to include clearer timelines for robotaxis and humanoid robotics as additional long term growth options. What's Changed Previously, the focus was almost entirely on ADAS and robotaxis as growth drivers.
LEA
US$122.40
Lear
7D
-3.0%
1Y
18.7%
Narrative Update • Sep 21

LEA: EV Content Drove The Story, Efficiency And China Mix Now Matter Most

The view on Lear has shifted from a growth story led mainly by electric vehicle content and automation-driven margin gains to a more measured focus on internally built equipment, China mix, and product pruning that may support earnings and cash flow even if global auto production stays subdued. What's Changed Previously, electric vehicle content wins and next generation wiring were expected to be the main growth engine.
DCH
US$5.91
Dauch
7D
-3.1%
1Y
-1.5%
Seeking Alpha • Sep 21

Dauch: 6x Earnings Is Cheap, But The Cash Flow Still Needs To Arrive

Summary Dauch Corporation is rated Buy, trading at 6.1x 2026 earnings with significant upside if integration succeeds. Pro forma EBITDA and margins improved post-Dowlais acquisition, with early synergies ahead of schedule and credible cost-saving opportunities identified. Free cash flow remains heavily adjusted due to acquisition, restructuring, and integration costs, but these are expected to decline sharply after 2026. High leverage and execution risk persist, but ample liquidity and a favorable debt maturity schedule provide management time to realize merger benefits. Read the full article on Seeking Alpha
APTV
US$44.61
Aptiv
7D
2.0%
1Y
-47.8%
WRD
US$5.76
WeRide
7D
1.2%
1Y
-50.2%
Seeking Alpha • Sep 17

WeRide: Strong Operational Momentum Meets Market Skepticism

Summary WeRide’s robotaxi business appears to have reached an inflection point, with vehicle deployment accelerating in recent quarters. ADAS could also become a meaningful contributor in coming quarters, with WeRide targeting 500,000 cumulative units by the end of 2027. While strong growth is likely, robotaxi unit economics are yet to be proven, and this could continue to weigh on the stock in coming quarters. Despite the significant risks involved, WeRide’s valuation is likely to start looking quite attractive over the next few years as the business scales. Read the full article on Seeking Alpha
MKDW
US$1.72
MKDWELL Tech
7D
-73.9%
1Y
-73.2%
ALV
US$118.77
Autoliv
7D
2.2%
1Y
-6.3%
Seeking Alpha • Sep 16

Autoliv: High-Quality Safety Components Supplier

Summary The auto parts industry has witnessed headwinds that resulted in most names underperforming the broader market in the last 3 years. While these headwinds, namely declining LVP, high interest rates, and energy prices, cause some names to lose value, Autoliv was able to return more than 20% in the last 3 years. This performance is due to the durable moat the business has, high profitability margins, and continuous market share gain. Despite this, the stock still trades at a discount to the sector. Read the full article on Seeking Alpha
VC
US$92.01
Visteon
7D
-5.8%
1Y
-25.9%
Narrative Update • Sep 15

VC: Buyback Program And AI Partnerships Will Drive Future Upside

Analysts have reduced their price target on Visteon to $145 from $159.77, reflecting updated assumptions that include a slightly higher discount rate, a modestly revised revenue growth outlook, a lower future P/E multiple, and a softer projected profit margin. What’s in the News for Visteon Visteon announced a share repurchase program of up to US$800 million, which the company plans to fund with excess cash on hand and future cash flow generation, with an end date of December 31, 2029.
GTX
US$25.95
Garrett Motion
7D
1.2%
1Y
85.5%
DORM
US$120.81
Dorman Products
7D
-3.5%
1Y
-23.3%
KDK
US$3.27
Kodiak AI
7D
-12.6%
1Y
-71.3%
HSAI
US$17.10
Hesai Group
7D
3.7%
1Y
-41.5%
BWA
US$61.11
BorgWarner
7D
-2.2%
1Y
39.8%
SLDP
US$2.49
Solid Power
7D
2.9%
1Y
-42.1%
Seeking Alpha • Aug 10

Solid Power: Revenue Collapse Ahead But It's Cheap Enough To Hold

Summary Solid Power faces a sharp revenue decline as milestone payments from SK On end and no new contracts are confirmed. Commercialization timelines keep slipping, with electrolyte scale-up repeatedly delayed beyond original targets. The stock is highly sensitive to interest rate hikes given its loss-making, long-duration growth profile. The stock is highly sensitive to interest rate hikes given its loss-making, long-duration growth profile. Technical analysis suggests SLDP is at a critical support level, offering potential for a bounce. Read the full article on Seeking Alpha
CPS
US$23.96
Cooper-Standard Holdings
7D
3.8%
1Y
-37.2%