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U.S. Auto Parts and Equipment Industry Analysis

UpdatedMar 25, 2026
DataAggregated Company Financials
Companies57
  • 7D-0.3%
  • 3M-8.0%
  • 1Y4.2%
  • YTDn/a

Last week, the Auto Parts and Equipment industry hasn't moved much but BorgWarner is up 5.2% in that time. The past year has been better, since the industry has gained 6.6% in that time. Earnings are forecast to grow by 33% 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, 25 Mar 2026US$88.5bUS$128.3bUS$765.7m17.2x115.6x0.7x
Fri, 20 Feb 2026US$105.1bUS$130.6bUS$834.1m20.4x126x0.8x
Sun, 18 Jan 2026US$101.9bUS$129.3bUS$894.8m22.8x113.9x0.8x
Tue, 16 Dec 2025US$98.0bUS$129.3bUS$885.5m18.7x110.7x0.8x
Thu, 13 Nov 2025US$108.4bUS$131.9bUS$1.5b23.5x72.8x0.8x
Sat, 11 Oct 2025US$110.1bUS$130.4b-US$390,753,429.6618x-281.8x0.8x
Mon, 08 Sep 2025US$107.5bUS$130.4b-US$389,580,594.0618.8x-276x0.8x
Wed, 06 Aug 2025US$95.6bUS$130.4b-US$527,663,482.4015.9x-181.1x0.7x
Fri, 04 Jul 2025US$98.7bUS$129.7bUS$37.3m15.9x2649.4x0.8x
Sun, 01 Jun 2025US$87.4bUS$129.7bUS$40.8m14.1x2139.6x0.7x
Tue, 29 Apr 2025US$77.9bUS$130.6bUS$822.5m13.8x94.7x0.6x
Thu, 27 Mar 2025US$89.3bUS$130.5bUS$668.3m15.2x133.6x0.7x
Sat, 22 Feb 2025US$87.0bUS$130.3bUS$1.1b17.6x82.8x0.7x
Mon, 20 Jan 2025US$89.4bUS$131.3bUS$2.7b19.3x33x0.7x
Wed, 18 Dec 2024US$91.3bUS$131.3bUS$2.7b18.6x33.5x0.7x
Fri, 15 Nov 2024US$97.1bUS$140.3bUS$2.5b19.8x39.5x0.7x
Sun, 13 Oct 2024US$95.4bUS$142.9bUS$6.5b19.1x14.8x0.7x
Tue, 10 Sep 2024US$88.6bUS$133.6bUS$6.4b18.4x13.8x0.7x
Thu, 08 Aug 2024US$91.8bUS$133.5bUS$6.4b18.6x14.3x0.7x
Sat, 06 Jul 2024US$104.6bUS$134.0bUS$5.7b17.7x18.4x0.8x
Mon, 03 Jun 2024US$112.4bUS$134.0bUS$5.7b20.2x19.8x0.8x
Wed, 01 May 2024US$107.8bUS$133.6bUS$5.7b18.2x18.8x0.8x
Fri, 29 Mar 2024US$122.1bUS$135.5bUS$5.9b19.8x20.7x0.9x
Sun, 25 Feb 2024US$110.1bUS$135.5bUS$5.9b18.3x18.7x0.8x
Tue, 23 Jan 2024US$113.1bUS$135.9bUS$4.9b17.3x23.2x0.8x
Thu, 21 Dec 2023US$129.2bUS$135.9bUS$4.8b16.5x26.8x1x
Sat, 18 Nov 2023US$119.1bUS$135.9bUS$4.8b15.3x24.8x0.9x
Mon, 16 Oct 2023US$121.9bUS$134.1bUS$3.4b20.3x36.4x0.9x
Wed, 13 Sep 2023US$128.7bUS$134.1bUS$3.4b21.7x38.4x1x
Fri, 11 Aug 2023US$135.6bUS$134.1bUS$3.3b21.9x40.8x1x
Sun, 09 Jul 2023US$136.8bUS$131.9bUS$3.3b18.1x41.3x1x
Tue, 06 Jun 2023US$128.7bUS$128.5bUS$3.1b17.7x41.9x1x
Thu, 04 May 2023US$120.1bUS$126.3bUS$3.1b17.5x39.3x1x
Sat, 01 Apr 2023US$135.0bUS$124.7bUS$3.1b20.9x44.2x1.1x
Price to Earnings Ratio

44.2x


Total Market Cap: US$135.0bTotal Earnings: US$3.1bTotal Revenue: US$124.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Parts and Equipment Industry Price to Earnings3Y Average -78x202420252026
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 112x which is higher than its 3-year average PE of -78.1x.
  • The industry is trading close to its 3-year average PS ratio of 0.81x.
Past Earnings Growth
  • The earnings for companies in the Auto Parts and Equipment industry have declined 37% 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-2.29%
Consumer Discretionary-2.93%
Auto Components-0.45%
Auto Parts and Equipment-0.34%
Tires and Rubber-5.33%
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$55.015.2%
+US$504.7m		86.5%PE40.9x
WRD WeRideUS$7.5617.4%
+US$383.5m		-53.1%PS26.1x
GNTX GentexUS$21.812.7%
+US$124.9m		-11.1%PE12.4x
PHIN PHINIAUS$67.345.1%
+US$124.4m		48.3%PE19.6x
DORM Dorman ProductsUS$105.193.8%
+US$117.4m		-16.5%PE15.5x

Latest News

HSAI
US$20.24
Hesai Group
7D
-17.6%
1Y
10.1%
ECX
US$0.88
ECARX Holdings
7D
-25.3%
1Y
-69.3%
APTV
US$70.92
Aptiv
7D
-1.5%
1Y
10.0%
LEA
US$120.39
Lear
7D
1.5%
1Y
25.5%

LEA: Premium Seating Strength Will Likely Meet But Not Exceed 2026 Outlook

The updated analyst price target for Lear is now $123. This reflects a recalibration of fair value as analysts highlight the company's vertical integration in seating, exposure to higher content per vehicle, and solid free cash flow and balance sheet strength, while also acknowledging that much of the growth potential is already reflected in the current valuation.
BWA
US$55.01
BorgWarner
7D
5.2%
1Y
86.5%
DORM
US$105.19
Dorman Products
7D
3.8%
1Y
-16.5%

DORM: Tariff Noise And CFO Transition Will Shape Margin Strength Upside Narrative

Analysts have reduced the price target on Dorman Products by $7.50 to reflect updated fair value and earnings assumptions, as recent research highlights lower long term guidance, tempered by resilient demand and solid margin execution. Analyst Commentary Recent research on Dorman Products reflects a mix of optimism around execution and demand trends, alongside more cautious views on guidance and earnings visibility.
XPEL
US$40.28
XPEL
7D
7.5%
1Y
19.2%

XPEL: Higher 2026 Revenue Outlook And Governance Shift Will Support Upside

Analysts have raised their price target on XPEL from $52.00 to about $55.33, citing updated views on fair value, revenue growth assumptions, profit margins and future P/E expectations. What's in the News XPEL issued earnings guidance for the first quarter of 2026, with the company expecting revenue of approximately US$112 million to US$114 million for the year (Key Developments).
GNTX
US$21.81
Gentex
7D
2.7%
1Y
-11.1%

GNTX: Future Auto Production And Capital Returns Will Support Higher Prices

Analysts have reduced their average price target on Gentex by a few dollars to reflect slightly lower assumptions for discount rate, revenue growth, profit margin, and future P/E, keeping fair value around $28.38. Analyst Commentary Recent Street research on Gentex reflects a slightly more cautious tone, with several firms trimming their price targets by US$1 to US$4 while keeping fair value estimates in a similar range.
QS
US$6.81
QuantumScape
7D
-2.2%
1Y
44.9%

Solid State Battery Licensing Will Shape Future Earnings Power And Long Term Optionality

Catalysts About QuantumScape QuantumScape develops solid state lithium metal battery technology and licenses its cell designs and manufacturing processes to partners. What are the underlying business or industry changes driving this perspective?
MBLY
US$7.12
Mobileye Global
7D
-10.2%
1Y
-57.1%

MBLY: Surround ADAS Wins And ADAS Monetization Will Reshape Long Term Expectations

Analysts have trimmed their average price targets on Mobileye by a few dollars, reflecting lower P/E assumptions. At the same time, they highlight ongoing ADAS monetization, a growing Supervision and Surround ADAS pipeline, and mixed views on near term volume and competitive headwinds.
WRD
US$7.56
WeRide
7D
17.4%
1Y
-53.1%
GTX
US$17.96
Garrett Motion
7D
2.6%
1Y
103.9%

GTX: HVAC Partnerships And Buybacks Will Support Undervalued Electrification Upside

Analysts now place Garrett Motion's fair value price target at $22.20 per share, essentially unchanged from the prior $22.20. This reflects only minor model adjustments to the discount rate, long run revenue growth, profit margin and assumed future P/E.
PATK
US$112.08
Patrick Industries
7D
-2.1%
1Y
28.6%
SLDP
US$3.09
Solid Power
7D
-3.1%
1Y
175.9%

SLDP: Follow On Equity Offering Will Support Future Upside Potential

Analysts have slightly reduced their price targets on Solid Power, pointing to updated assumptions around discount rates, profit margins, and an adjusted future P/E. Together, these factors suggest a more measured view of the company’s long term earnings power in dollar terms.
PHIN
US$67.34
PHINIA
7D
5.1%
1Y
48.3%

PHIN: Future Cash Returns Will Rely On Executing Margin Expansion And Capital Returns

The analyst price target for PHINIA has shifted from an implied fair value of $85.25 to $86.75. Analysts point to recent target increases and valuation checks following the stock's rally as key drivers of this update.
KDK
US$7.33
Kodiak AI
7D
-15.3%
1Y
-34.4%