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U.S. Auto Parts and Equipment Industry Analysis

UpdatedNov 24, 2025
DataAggregated Company Financials
Companies59
  • 7D2.8%
  • 3M-5.8%
  • 1Y5.9%
  • YTDn/a

Last week, the Auto Parts and Equipment industry hasn't moved much but Modine Manufacturing is up 18% in that time. Furthermore, the industry has been flat for the past year as well. Looking forward, earnings are forecast to grow by 38% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 26 Nov 2025US$100.0bUS$131.9bUS$969.4m20.6x103.2x0.8x
Fri, 24 Oct 2025US$108.7bUS$130.6b-US$354,315,940.2719x-306.7x0.8x
Sun, 21 Sep 2025US$114.5bUS$130.4b-US$390,527,997.7018.6x-293.2x0.9x
Tue, 19 Aug 2025US$103.8bUS$130.4b-US$386,333,028.6118.1x-268.7x0.8x
Thu, 17 Jul 2025US$97.1bUS$129.7bUS$37.8m15.6x2568.1x0.7x
Sat, 14 Jun 2025US$90.2bUS$129.7bUS$37.9m14.3x2379.5x0.7x
Mon, 12 May 2025US$84.4bUS$129.6b-US$2,392,544.3913.9x-35279.9x0.7x
Wed, 09 Apr 2025US$73.4bUS$130.5bUS$670.8m11.5x109.4x0.6x
Fri, 07 Mar 2025US$83.6bUS$130.4bUS$1.0b16.7x82.5x0.6x
Sun, 02 Feb 2025US$88.0bUS$130.8bUS$2.5b17.5x34.5x0.7x
Tue, 31 Dec 2024US$91.6bUS$131.3bUS$2.7b18x33.8x0.7x
Thu, 28 Nov 2024US$96.1bUS$131.3bUS$2.4b19.4x39.5x0.7x
Sat, 26 Oct 2024US$92.0bUS$142.6bUS$6.5b19.2x14.2x0.6x
Mon, 23 Sep 2024US$92.7bUS$133.6bUS$6.4b19x14.4x0.7x
Wed, 21 Aug 2024US$94.4bUS$133.6bUS$6.4b18.7x14.7x0.7x
Fri, 19 Jul 2024US$109.9bUS$134.0bUS$5.7b19.3x19.4x0.8x
Sun, 16 Jun 2024US$105.3bUS$134.0bUS$5.7b18.8x18.6x0.8x
Tue, 14 May 2024US$114.8bUS$134.0bUS$5.7b19.5x20x0.9x
Thu, 11 Apr 2024US$118.3bUS$133.7bUS$5.8b19.3x20.6x0.9x
Sat, 09 Mar 2024US$115.1bUS$135.4bUS$5.9b18.6x19.5x0.8x
Mon, 05 Feb 2024US$113.8bUS$136.7bUS$5.7b16.3x19.9x0.8x
Wed, 03 Jan 2024US$128.7bUS$135.9bUS$4.9b17.1x26.4x0.9x
Fri, 01 Dec 2023US$121.2bUS$135.9bUS$4.8b15.6x25.2x0.9x
Sun, 29 Oct 2023US$114.8bUS$135.0bUS$3.6b18.6x31.5x0.8x
Tue, 26 Sep 2023US$130.9bUS$134.1bUS$3.4b21.2x39x1x
Thu, 24 Aug 2023US$127.7bUS$134.1bUS$3.4b20.9x38.1x1x
Sat, 22 Jul 2023US$141.3bUS$132.4bUS$3.3b20.2x43x1.1x
Mon, 19 Jun 2023US$131.3bUS$128.5bUS$3.1b18.3x42.7x1x
Wed, 17 May 2023US$117.1bUS$126.7bUS$2.9b17.2x40.1x0.9x
Fri, 14 Apr 2023US$130.7bUS$124.7bUS$3.1b20.5x42.1x1x
Sun, 12 Mar 2023US$132.2bUS$124.9bUS$2.9b20.1x45.2x1.1x
Tue, 07 Feb 2023US$138.1bUS$126.0bUS$3.0b21.5x46.7x1.1x
Thu, 05 Jan 2023US$114.7bUS$124.9bUS$2.4b17.7x48.8x0.9x
Sat, 03 Dec 2022US$121.9bUS$124.4bUS$2.6b20.1x47.1x1x
Price to Earnings Ratio

47.1x


Total Market Cap: US$121.9bTotal 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 -87.8x202320242025
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 103x which is higher than its 3-year average PE of -87.9x.
  • 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 Market2.41%
Consumer Discretionary3.37%
Auto Components2.88%
Auto Parts and Equipment2.78%
Tires and Rubber7.11%
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$155.7919.3%
+US$1.3b		12.2%PE44.1x
HSAI Hesai GroupUS$20.2213.6%
+US$377.9m		194.8%PE52.1x
LEA LearUS$108.345.6%
+US$298.8m		11.9%PE12.7x
DAN DanaUS$22.4512.3%
+US$286.3m		135.1%PE40.4x
PATK Patrick IndustriesUS$107.038.7%
+US$286.2m		19.4%PE29.5x

Latest News

HSAI
US$20.22
Hesai Group
7D
13.6%
1Y
194.8%
LEA
US$108.34
Lear
7D
5.6%
1Y
11.9%
MBLY
US$11.25
Mobileye Global
7D
-3.7%
1Y
-37.2%

MBLY: Recurring Software Revenue And OEM Partnerships Will Drive Stronger Performance

Mobileye Global's analyst price target saw modest movement in recent updates, with shifts both upwards and downwards to a range of $15 to $25. Analysts cite ongoing partnerships, market expansion, and production uncertainties as key drivers behind the revised expectations.
SLDP
US$5.10
Solid Power
7D
-10.7%
1Y
359.5%

SLDP: Future Profit Margins Will Improve With Collaboration Announced

Analysts have raised their price target for Solid Power from $4.00 to $7.00, citing updated outlooks on profit margin improvements and changes in long-term revenue growth expectations. What's in the News Solid Power, Inc.
GTX
US$16.53
Garrett Motion
7D
-0.6%
1Y
94.9%
QS
US$11.86
QuantumScape
7D
-8.6%
1Y
129.8%
PATK
US$107.03
Patrick Industries
7D
8.7%
1Y
19.4%
WRD
US$7.92
WeRide
7D
11.2%
1Y
-54.7%
LCII
US$116.78
LCI Industries
7D
9.6%
1Y
-5.2%

LCII: Future Performance Will Balance Aftermarket Gains With Retail Demand Risks

Analysts have raised their price target for LCI Industries from $109.78 to $115.11. They cite improved earnings performance, stronger revenue growth forecasts, and expectations for margin expansion as the reasons for this adjustment.
MOD
US$155.79
Modine Manufacturing
7D
19.3%
1Y
12.2%
DORM
US$135.48
Dorman Products
7D
4.8%
1Y
-5.1%

DORM: Expansion Into Heavy-Duty Vehicle Market Will Drive Continued Upside

Analysts have raised their price targets on Dorman Products to a range of $175 to $185 per share, citing the company's resilient growth prospects, robust demand across vehicle segments, and strategic positioning in a challenging macroeconomic environment. Analyst Commentary Recent street research reports reflect a predominantly positive outlook toward Dorman Products, with several new initiations and price target increases highlighting analyst confidence in the company's growth trajectory and its positioning within the automotive aftermarket sector.
CAAS
US$4.06
China Automotive Systems
7D
-3.6%
1Y
-5.8%
LAZR
US$0.80
Luminar Technologies
7D
-8.0%
1Y
-90.8%
DAN
US$22.45
Dana
7D
12.3%
1Y
135.1%

DAN: Share Buybacks And Margin Gains Will Drive Value Unlocking

Analysts have raised their price target for Dana, increasing it from $25 to $26.14 per share. They cited incremental improvements in profit margin and a lower projected future price-to-earnings ratio as reasons for the adjustment.
ECX
US$1.76
ECARX Holdings
7D
-4.3%
1Y
-5.4%
KDK
US$6.00
Kodiak AI
7D
-12.4%
1Y
-45.0%