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Aug 04
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U.S. Auto Components Industry Analysis
UpdatedAug 04, 2025
DataAggregated Company Financials
Companies58
- 7D-5.1%
- 3M18.4%
- 1Y3.9%
- YTD1.5%
Over the last 7 days, the Auto Components industry has dropped 5.1%, driven by QuantumScape declining 25%. On the other hand Modine Manufacturing is actually up 27%. This takes the industry's 12 month performance to a gain of 3.9%. Looking forward, earnings are forecast to grow by 34% annually.
Industry Valuation and Performance
Has the U.S. Auto Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 05 Aug 2025 | US$97.3b | US$148.8b | -US$300,464,224.20 | 15.1x | -323.8x | 0.7x |
| Thu, 03 Jul 2025 | US$98.4b | US$148.3b | US$279.1m | 15x | 352.4x | 0.7x |
| Sat, 31 May 2025 | US$91.6b | US$148.3b | US$282.8m | 13.8x | 323.9x | 0.6x |
| Mon, 28 Apr 2025 | US$81.0b | US$149.5b | US$892.1m | 14.6x | 90.8x | 0.5x |
| Wed, 26 Mar 2025 | US$90.8b | US$149.4b | US$737.7m | 15.8x | 123.1x | 0.6x |
| Fri, 21 Feb 2025 | US$92.2b | US$149.2b | US$1.1b | 18.6x | 82.2x | 0.6x |
| Sun, 19 Jan 2025 | US$92.1b | US$150.3b | US$2.4b | 19.3x | 38.2x | 0.6x |
| Tue, 17 Dec 2024 | US$94.3b | US$150.3b | US$2.4b | 18.8x | 38.9x | 0.6x |
| Thu, 14 Nov 2024 | US$98.7b | US$159.3b | US$2.2b | 20x | 45.7x | 0.6x |
| Sat, 12 Oct 2024 | US$96.0b | US$162.3b | US$6.1b | 19.1x | 15.7x | 0.6x |
| Mon, 09 Sep 2024 | US$90.8b | US$153.0b | US$6.1b | 17.9x | 15x | 0.6x |
| Wed, 07 Aug 2024 | US$93.9b | US$153.2b | US$6.1b | 18.2x | 15.3x | 0.6x |
| Fri, 05 Jul 2024 | US$107.8b | US$153.6b | US$5.0b | 17.9x | 21.4x | 0.7x |
| Sun, 02 Jun 2024 | US$115.9b | US$153.6b | US$5.0b | 20.2x | 23.1x | 0.8x |
| Tue, 30 Apr 2024 | US$114.2b | US$153.7b | US$5.0b | 18.5x | 22.7x | 0.7x |
| Thu, 28 Mar 2024 | US$126.0b | US$155.5b | US$5.2b | 19.9x | 24.2x | 0.8x |
| Sat, 24 Feb 2024 | US$113.6b | US$155.6b | US$5.2b | 18.3x | 21.8x | 0.7x |
| Mon, 22 Jan 2024 | US$115.3b | US$156.2b | US$4.4b | 16.9x | 26.3x | 0.7x |
| Wed, 20 Dec 2023 | US$133.4b | US$156.2b | US$4.3b | 16.8x | 31x | 0.9x |
| Fri, 17 Nov 2023 | US$122.6b | US$156.2b | US$4.3b | 15.2x | 28.6x | 0.8x |
| Sun, 15 Oct 2023 | US$125.3b | US$154.6b | US$3.0b | 20.1x | 42x | 0.8x |
| Tue, 12 Sep 2023 | US$132.2b | US$154.6b | US$3.0b | 21.6x | 44.3x | 0.9x |
| Thu, 10 Aug 2023 | US$142.4b | US$156.1b | US$3.2b | 21.6x | 44.9x | 0.9x |
| Sat, 08 Jul 2023 | US$140.7b | US$152.7b | US$3.3b | 18.1x | 42.4x | 0.9x |
| Mon, 05 Jun 2023 | US$132.6b | US$149.4b | US$3.1b | 17.6x | 43.1x | 0.9x |
| Wed, 03 May 2023 | US$124.9b | US$146.7b | US$3.2b | 16.6x | 39x | 0.9x |
| Fri, 31 Mar 2023 | US$134.6b | US$145.6b | US$3.3b | 18.8x | 41.4x | 0.9x |
| Sun, 26 Feb 2023 | US$138.8b | US$145.5b | US$3.1b | 18.6x | 44.2x | 1x |
| Tue, 24 Jan 2023 | US$130.0b | US$145.0b | US$3.4b | 19.3x | 37.9x | 0.9x |
| Thu, 22 Dec 2022 | US$118.6b | US$145.0b | US$3.4b | 15x | 34.6x | 0.8x |
| Sat, 19 Nov 2022 | US$123.6b | US$144.9b | US$3.4b | 20x | 35.8x | 0.9x |
| Mon, 17 Oct 2022 | US$84.2b | US$137.2b | US$3.4b | 18x | 24.7x | 0.6x |
| Wed, 14 Sep 2022 | US$101.7b | US$137.2b | US$3.4b | 20.5x | 29.9x | 0.7x |
| Fri, 12 Aug 2022 | US$108.8b | US$137.2b | US$3.4b | 21.3x | 32.1x | 0.8x |
Price to Earnings Ratio
32.1x
Current Industry PE
- Investors are pessimistic on the American Auto Components 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 0.74x.
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 grown 2.7% per year.
- This means that although more sales are being generated, 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 | -2.71% | |
| Consumer Discretionary | -5.38% | |
| Auto Components | -5.06% | |
| Auto Parts and Equipment | -4.99% | |
| Tires and Rubber | -7.52% | |
Industry PE
- Investors are most optimistic about the Tires and Rubber industry even though it's trading below its 3-year average PE ratio of 61.8x.
- Analysts are expecting annual earnings growth of 26.9% and investors are willing to pay a premium for that growth.
Forecasted Growth
- Analysts are most optimistic on the Auto Parts and Equipment industry, expecting annual earnings growth of 34% over the next 5 years.
- This is better than its past earnings decline of 4.1% per year.
- In contrast, the Tires and Rubber industry is expected to see its earnings grow by 27% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| MOD Modine Manufacturing | US$138.54 | 31.3% +US$1.7b | 41.6% | PE38.7x | |
| BWA BorgWarner | US$38.28 | 7.0% +US$424.1m | 18.3% | PE37.7x | |
| DORM Dorman Products | US$124.66 | 2.0% +US$74.8m | 22.1% | PE17.7x | |
| FOXF Fox Factory Holding | US$29.85 | 1.6% +US$19.6m | -27.7% | PS0.9x | |
| PATK Patrick Industries | US$100.35 | 0.4% +US$12.4m | 25.3% | PE26.6x |
