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U.S. Auto Components Industry Analysis

UpdatedDec 16, 2025
DataAggregated Company Financials
Companies59
  • 7D1.0%
  • 3M-6.9%
  • 1Y7.0%
  • YTD7.5%

The Auto Components is pretty flat in the last 7 days, but BorgWarner has stood out, gaining 7.1%. The past year has been better, since the industry has gained 7.0% in that time. As for the next few years, earnings are expected to grow by 39% per annum.

Industry Valuation and Performance

Has the U.S. Auto Components Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 16 Dec 2025US$100.6bUS$147.6b-US$843,531,080.3518.7x-119.2x0.7x
Thu, 13 Nov 2025US$110.6bUS$150.2b-US$238,919,435.5323.5x-462.9x0.7x
Sat, 11 Oct 2025US$112.2bUS$148.9bUS$38.2m17.3x2932.7x0.8x
Mon, 08 Sep 2025US$110.0bUS$148.9bUS$39.4m17.3x2789.6x0.7x
Wed, 06 Aug 2025US$98.4bUS$149.0b-US$285,663,482.4015.6x-344.5x0.7x
Fri, 04 Jul 2025US$102.0bUS$148.3bUS$279.3m15.2x365.2x0.7x
Sun, 01 Jun 2025US$90.7bUS$148.3bUS$282.8m13.8x320.5x0.6x
Tue, 29 Apr 2025US$81.0bUS$149.5bUS$892.5m14.5x90.8x0.5x
Thu, 27 Mar 2025US$92.0bUS$149.4bUS$738.3m15.7x124.6x0.6x
Sat, 22 Feb 2025US$89.9bUS$149.2bUS$1.1b18.2x80.2x0.6x
Mon, 20 Jan 2025US$92.1bUS$150.3bUS$2.4b19.3x38.2x0.6x
Wed, 18 Dec 2024US$94.0bUS$150.3bUS$2.4b18.6x38.7x0.6x
Fri, 15 Nov 2024US$99.8bUS$159.3bUS$2.2b19.8x46.2x0.6x
Sun, 13 Oct 2024US$97.9bUS$162.3bUS$6.1b19.1x16x0.6x
Tue, 10 Sep 2024US$90.8bUS$153.0bUS$6.1b18.4x15x0.6x
Thu, 08 Aug 2024US$94.1bUS$152.9bUS$6.1b18.6x15.5x0.6x
Sat, 06 Jul 2024US$107.8bUS$153.6bUS$5.0b17.7x21.4x0.7x
Mon, 03 Jun 2024US$115.9bUS$153.6bUS$5.0b20.2x23.1x0.8x
Wed, 01 May 2024US$111.2bUS$153.7bUS$5.0b18.2x22.1x0.7x
Fri, 29 Mar 2024US$126.0bUS$155.5bUS$5.2b19.8x24.2x0.8x
Sun, 25 Feb 2024US$113.6bUS$155.6bUS$5.2b18.3x21.8x0.7x
Tue, 23 Jan 2024US$117.1bUS$156.2bUS$4.4b17.3x26.7x0.7x
Thu, 21 Dec 2023US$133.4bUS$156.2bUS$4.3b16.4x30.9x0.9x
Sat, 18 Nov 2023US$123.2bUS$156.2bUS$4.3b15.2x28.6x0.8x
Mon, 16 Oct 2023US$125.3bUS$154.6bUS$3.0b20.1x42x0.8x
Wed, 13 Sep 2023US$132.2bUS$154.6bUS$3.0b21.6x44.3x0.9x
Fri, 11 Aug 2023US$139.3bUS$154.6bUS$3.0b21.8x47.1x0.9x
Sun, 09 Jul 2023US$140.7bUS$152.7bUS$3.3b18.1x42.4x0.9x
Tue, 06 Jun 2023US$132.6bUS$149.4bUS$3.1b17.7x43.1x0.9x
Thu, 04 May 2023US$123.2bUS$147.1bUS$3.3b17.1x37.8x0.8x
Sat, 01 Apr 2023US$138.1bUS$145.6bUS$3.3b18.9x42.5x0.9x
Mon, 27 Feb 2023US$138.8bUS$145.5bUS$3.1b18.6x44.2x1x
Wed, 25 Jan 2023US$128.0bUS$145.0bUS$3.4b18.8x37.3x0.9x
Fri, 23 Dec 2022US$115.1bUS$145.0bUS$3.4b15.4x33.6x0.8x
Price to Earnings Ratio

33.6x


Total Market Cap: US$115.1bTotal Earnings: US$3.4bTotal Revenue: US$145.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Components Industry Price to Earnings3Y Average 226.2x202320242025
Current Industry PE
  • Investors are relatively neutral on the American Auto Components industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PS ratio of 0.74x.
Past Earnings Growth
  • Total earnings for the Auto Components 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 Trends

Which industries have driven the changes within the U.S. Consumer Discretionary industry?

US Market-0.69%
Consumer Discretionary1.31%
Auto Components0.99%
Tires and Rubber5.51%
Auto Parts and Equipment0.88%
Industry PE
  • Investors are most optimistic about the Auto Parts and Equipment industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 37.4%, which is higher than its past year's earnings decline of 12.5% per year.
Forecasted Growth
  • Analysts are most optimistic on the Tires and Rubber industry, expecting annual earnings growth of 109% over the next 5 years.
  • In contrast, the Auto Parts and Equipment industry is expected to see its earnings grow by 37% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
BWA BorgWarnerUS$44.867.1%
+US$633.2m		36.0%PE70.6x
LEA LearUS$116.0710.1%
+US$551.9m		21.5%PE13.6x
ALV AutolivUS$121.323.2%
+US$287.9m		27.5%PE12.3x
PATK Patrick IndustriesUS$114.185.2%
+US$188.0m		29.8%PE31.5x
GT Goodyear Tire & RubberUS$9.017.4%
+US$177.4m		-2.4%PS0.1x

Latest News

LAZR
US$0.35
Luminar Technologies
7D
-59.0%
1Y
-94.3%
PATK
US$114.18
Patrick Industries
7D
5.2%
1Y
29.8%
LCII
US$120.99
LCI Industries
7D
5.0%
1Y
8.3%

Lacklustre Performance Is Driving LCI Industries' (NYSE:LCII) Low P/E

Dec 13
Lacklustre Performance Is Driving LCI Industries' (NYSE:LCII) Low P/E
ALV
US$121.32
Autoliv
7D
3.2%
1Y
27.5%

ALV: Dividend Hike And Buybacks Will Support Future Upside Potential

Analysts have trimmed their price target on Autoliv slightly, reducing fair value by about $0.47 to reflect more tempered expectations for revenue growth and profit margins, even as they acknowledge a marginally lower discount rate and a modestly higher future P/E multiple. What's in the News The board approves a 2.4% increase in the quarterly dividend to $0.87 per share for Q4 2025.
GT
US$9.01
Goodyear Tire & Rubber
7D
7.4%
1Y
-2.4%

GT: Q3 Execution And Sector Tailwinds Will Support Balanced Upside Amid Import Headwinds

Analysts have nudged their fair value estimate for Goodyear Tire and Rubber slightly higher, to approximately $9.51 per share from about $9.46, citing resilient Q3 performance, improving growth assumptions, and sector tailwinds tempered by ongoing competitive pressure from low cost imports. Analyst Commentary Recent Street research reflects a generally constructive stance on Goodyear, with target prices trimmed but ratings and broader sector context remaining supportive.
DAN
US$22.56
Dana
7D
6.0%
1Y
81.1%

DAN: Cost Savings And Buybacks Will Drive Stronger Returns Ahead

Analysts have nudged their price target for Dana slightly higher, to approximately $26.43 from about $26.14. They cite marginal improvements in projected profit margins, a modestly lower discount rate, and a slightly higher future earnings multiple, despite slightly weaker revenue growth expectations.
PHIN
US$57.78
PHINIA
7D
6.8%
1Y
11.3%

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Dec 11
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QS
US$10.83
QuantumScape
7D
-14.0%
1Y
117.9%
MTEN
US$0.64
Mingteng International
7D
-41.1%
1Y
-89.0%
MBLY
US$10.54
Mobileye Global
7D
-7.9%
1Y
-46.3%

MBLY: Expanding OEM Wins And Software Revenue Will Drive Future Upside Potential

Analysts have nudged our Mobileye Global fair value estimate slightly lower, trimming it by about $0.41 per share as they balance cautious near term production and competition risks against rising OEM wins and longer term autonomous and software driven growth opportunities reflected in recent, mixed price target revisions across the Street. Analyst Commentary Street research on Mobileye reflects a split view, with some bullish analysts leaning into long term autonomous and software driven upside while more cautious voices focus on near term execution and production uncertainties.
SLDP
US$4.64
Solid Power
7D
-12.5%
1Y
325.7%

SLDP: Collaboration Will Drive Future Margin Expansion And Support Long-Term Upside

Analysts have modestly raised their price target on Solid Power to reflect a slightly lower discount rate and minor adjustments to long term margin and valuation assumptions. This signals a cautiously more optimistic outlook for the stock.
BWA
US$44.86
BorgWarner
7D
7.1%
1Y
36.0%

BWA: Margin Execution And New Business Wins Will Drive Future Upside Potential

Analysts have nudged their average price target on BorgWarner slightly higher, supporting a fair value move of roughly $0.20 to about $49.43. They point to consistent margin execution, higher free cash flow, solid new business awards, and a more favorable sector backdrop for autos and mobility.
LEA
US$116.07
Lear
7D
10.1%
1Y
21.5%

LEA: Buybacks And 2026 Margin Outlook Will Shape Risk Reward Balance

The analyst price target for Lear has increased by about $1, to roughly $119, as analysts factor in the company’s guidance for improving revenue and margins into 2026 and a more favorable risk-reward setup supported by stronger sector trends. Analyst Commentary Street research on Lear has turned incrementally more constructive, with several firms revising models to reflect the company’s updated 2026 outlook, while others remain cautious on execution risk and cyclical exposure.
WRD
US$8.44
WeRide
7D
-5.3%
1Y
-46.1%
SRI
US$5.84
Stoneridge
7D
-2.2%
1Y
-9.6%

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Nov 07
There Is A Reason Stoneridge, Inc.'s (NYSE:SRI) Price Is Undemanding
ECX
US$1.60
ECARX Holdings
7D
-10.1%
1Y
-12.1%