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

U.S. Auto Parts and Equipment Industry Analysis

UpdatedAug 07, 2026
DataAggregated Company Financials
Companies58
  • 7D-3.0%
  • 3M-7.3%
  • 1Y-5.4%
  • 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. However, the industry is down 5.4% over the past year. Looking forward, earnings are forecast to grow by 27% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 07 Aug 2026US$90.3bUS$140.5b-US$1,340,430,122.4519.5x-67.3x0.6x
Sun, 05 Jul 2026US$89.7bUS$130.9b-US$2,079,888,208.9920.2x-43.1x0.7x
Tue, 02 Jun 2026US$99.7bUS$130.9b-US$2,090,595,993.9819.9x-47.7x0.8x
Thu, 30 Apr 2026US$91.8bUS$137.6b-US$2,457,304,329.9318.7x-37.4x0.7x
Sat, 28 Mar 2026US$87.9bUS$128.3bUS$762.7m16.9x115.2x0.7x
Mon, 23 Feb 2026US$102.3bUS$130.6bUS$713.7m20.6x143.3x0.8x
Wed, 21 Jan 2026US$101.9bUS$129.3bUS$894.6m22.9x113.9x0.8x
Fri, 19 Dec 2025US$96.2bUS$129.3bUS$885.1m19.8x108.6x0.7x
Sun, 16 Nov 2025US$104.2bUS$131.9bUS$966.8m23.2x107.8x0.8x
Tue, 14 Oct 2025US$105.9bUS$130.4b-US$390,844,775.0618x-271x0.8x
Thu, 11 Sep 2025US$109.3bUS$130.4b-US$390,257,304.2118.9x-280x0.8x
Sat, 09 Aug 2025US$97.9bUS$130.4b-US$499,991,509.9515.1x-195.7x0.8x
Mon, 07 Jul 2025US$98.7bUS$129.7bUS$37.1m15.9x2659.9x0.8x
Wed, 04 Jun 2025US$85.5bUS$129.7bUS$40.3m14.3x2124.8x0.7x
Fri, 02 May 2025US$78.3bUS$130.3bUS$802.0m13.8x97.7x0.6x
Sun, 30 Mar 2025US$83.0bUS$130.5bUS$666.8m13.9x124.4x0.6x
Tue, 25 Feb 2025US$87.1bUS$130.3bUS$1.1b17.7x82.8x0.7x
Thu, 23 Jan 2025US$91.2bUS$131.3bUS$2.7b19.2x33.7x0.7x
Sat, 21 Dec 2024US$87.0bUS$131.3bUS$2.7b17.8x32.1x0.7x
Mon, 18 Nov 2024US$92.5bUS$140.3bUS$2.5b19.4x37.7x0.7x
Wed, 16 Oct 2024US$93.8bUS$142.9bUS$6.5b19.3x14.5x0.7x
Fri, 13 Sep 2024US$86.7bUS$133.6bUS$6.4b18.5x13.5x0.6x
Sun, 11 Aug 2024US$90.9bUS$133.6bUS$6.4b17.6x14.1x0.7x
Tue, 09 Jul 2024US$104.0bUS$134.0bUS$5.7b17.8x18.3x0.8x
Thu, 06 Jun 2024US$110.4bUS$134.0bUS$5.7b19.7x19.5x0.8x
Sat, 04 May 2024US$113.2bUS$134.0bUS$5.7b18.4x19.9x0.8x
Mon, 01 Apr 2024US$121.5bUS$135.3bUS$5.9b19.3x20.5x0.9x
Wed, 28 Feb 2024US$111.1bUS$135.5bUS$5.9b18.7x18.8x0.8x
Fri, 26 Jan 2024US$112.3bUS$135.9bUS$4.9b16.5x22.9x0.8x
Sun, 24 Dec 2023US$130.3bUS$135.9bUS$4.8b16.9x27.1x1x
Tue, 21 Nov 2023US$121.0bUS$135.9bUS$4.8b15.3x25.2x0.9x
Thu, 19 Oct 2023US$121.3bUS$134.1bUS$3.4b20x36.2x0.9x
Sat, 16 Sep 2023US$128.0bUS$134.1bUS$3.4b21.2x38.2x1x
Mon, 14 Aug 2023US$132.7bUS$134.1bUS$3.3b21.4x39.9x1x
Price to Earnings Ratio

39.9x


Total Market Cap: US$132.7bTotal 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 -84.8x202420252026
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 Market3.47%
Consumer Discretionary6.71%
Auto Components-3.04%
Auto Parts and Equipment-3.01%
Tires and Rubber-4.54%
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
MBLY Mobileye GlobalUS$8.426.6%
+US$442.1m		-39.8%PS3.6x
BWA BorgWarnerUS$65.802.2%
+US$189.8m		72.3%PE32.3x
HSAI Hesai GroupUS$17.757.3%
+US$187.7m		-20.4%PE39.7x
QS QuantumScapeUS$5.535.7%
+US$185.7m		-40.2%PB3.3x
DORM Dorman ProductsUS$137.583.3%
+US$103.0m		2.1%PE18.6x

Latest News

BWA
US$65.80
BorgWarner
7D
2.2%
1Y
72.3%
Seeking Alpha • 1h

BorgWarner: New Opportunities, Old Risks

Summary BorgWarner Inc. has recently outperformed the S&P 500 and sector peers, driven by margin expansion and aggressive share buybacks despite stagnant automotive revenues. BWA is leveraging its electrification expertise to enter industrial and data center markets, targeting $300M in new product revenue by 2027, though these remain unproven growth drivers. Disciplined cost controls and R&D harvesting have boosted EPS and margins, with 2026 guidance reflecting modest EPS growth primarily from buybacks amid anticipated light vehicle production declines. BWA stock valuation has rerated higher, reflecting optimism for diversification, but risks remain if new market efforts disappoint or if auto sector weakness intensifies. Read the full article on Seeking Alpha
PHIN
US$74.89
PHINIA
7D
2.5%
1Y
46.4%
DORM
US$137.58
Dorman Products
7D
3.3%
1Y
2.1%
Analysis Article • 7h

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...
APTV
US$46.30
Aptiv
7D
-20.3%
1Y
-29.6%
XPEL
US$47.68
XPEL
7D
8.0%
1Y
36.5%
LCII
US$105.81
LCI Industries
7D
3.1%
1Y
10.5%
Narrative Update • Aug 06

LCII: Patrick Merger And Industrial Exposure Will Support Future Earnings Power

Analysts have trimmed their average price target for LCI Industries to $137 from $152, citing weaker RV retail and wholesale trends, affordability pressure on volumes, and adjustments following the announced merger with Patrick, even as some still expect pockets of relative strength in diversified industrial activity. Analyst Commentary Even with price targets on LCI Industries coming down, several bullish analysts still see room for the stock to perform if the company executes well and the RV cycle stabilizes.
ADNT
US$18.85
Adient
7D
-13.8%
1Y
-17.1%
LEA
US$119.08
Lear
7D
-18.6%
1Y
24.0%
GTX
US$30.47
Garrett Motion
7D
-1.7%
1Y
141.3%
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$86.51
Patrick Industries
7D
3.0%
1Y
-14.5%
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$17.75
Hesai Group
7D
7.3%
1Y
-20.4%
THRM
US$40.40
Gentherm
7D
-4.5%
1Y
22.1%
MBLY
US$8.42
Mobileye Global
7D
6.6%
1Y
-39.8%
GNTX
US$23.54
Gentex
7D
-0.4%
1Y
-11.7%
Seeking Alpha • Jul 28

Gentex: Facing Ongoing Challenges From A Tough Auto OEM Environment

Summary Gentex faces near-term headwinds from weak global auto production and OEMs reducing value-added content, leading to lackluster momentum. GNTX's Q2 saw a 1% revenue decline and a 10% drop in mirror shipments, but gross margin beat expectations due to mix and a tariff refund. Upcoming launches of mirrors with in-cabin monitoring capabilities and auto-dimming sunroofs underpin long-term above-market growth potential. Shares appear undervalued by 20%-30%, offering patient investors upside despite current industry softness. Read the full article on Seeking Alpha
QS
US$5.53
QuantumScape
7D
5.7%
1Y
-40.2%
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$120.57
Autoliv
7D
-2.9%
1Y
6.6%