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U.S. Auto Components Industry Analysis

UpdatedMay 01, 2026
DataAggregated Company Financials
Companies57
  • 7D-0.09%
  • 3M-5.3%
  • 1Y21.3%
  • YTD-6.8%

Over the last 7 days, the Auto Components industry has dropped 2.5%, driven by pullbacks in Patrick Industries and Dana of 7.1% and 5.0%, respectively. On the other hand Garrett Motion is actually up 25%. This takes the industry's 12 month performance to a gain of 19%. 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?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 01 May 2026US$93.3bUS$155.9b-US$4,221,358,328.5619.3x-22.1x0.6x
Sun, 29 Mar 2026US$87.2bUS$146.6b-US$956,165,528.5816.9x-91.2x0.6x
Tue, 24 Feb 2026US$104.9bUS$148.9b-US$1,007,263,801.6920.3x-104.1x0.7x
Thu, 22 Jan 2026US$102.9bUS$147.6b-US$834,284,550.3425x-123.4x0.7x
Sat, 20 Dec 2025US$99.7bUS$147.6b-US$843,953,515.6519.6x-118.1x0.7x
Mon, 17 Nov 2025US$106.4bUS$150.2b-US$762,198,493.1323.2x-139.5x0.7x
Wed, 15 Oct 2025US$111.0bUS$148.9bUS$38.5m17.8x2885.5x0.7x
Fri, 12 Sep 2025US$110.5bUS$148.9bUS$38.6m18x2859x0.7x
Sun, 10 Aug 2025US$100.0bUS$148.8b-US$50,191,509.9515x-1993x0.7x
Tue, 08 Jul 2025US$102.0bUS$148.3bUS$279.6m14.7x364.7x0.7x
Thu, 05 Jun 2025US$91.0bUS$148.3bUS$282.2m13.7x322.3x0.6x
Sat, 03 May 2025US$81.1bUS$149.2bUS$639.8m14.1x126.8x0.5x
Mon, 31 Mar 2025US$85.5bUS$149.4bUS$737.2m14.4x116x0.6x
Wed, 26 Feb 2025US$89.6bUS$149.2bUS$1.1b18.1x79.9x0.6x
Fri, 24 Jan 2025US$93.8bUS$150.3bUS$2.4b19x38.9x0.6x
Sun, 22 Dec 2024US$90.3bUS$150.3bUS$2.4b17.8x37.4x0.6x
Tue, 19 Nov 2024US$95.1bUS$159.3bUS$2.2b19.3x44.1x0.6x
Thu, 17 Oct 2024US$96.8bUS$162.2bUS$6.1b19.2x15.8x0.6x
Sat, 14 Sep 2024US$90.2bUS$153.0bUS$6.1b18x14.9x0.6x
Mon, 12 Aug 2024US$93.1bUS$152.9bUS$6.1b17.6x15.3x0.6x
Wed, 10 Jul 2024US$107.1bUS$153.6bUS$5.0b17.5x21.3x0.7x
Fri, 07 Jun 2024US$113.9bUS$153.6bUS$5.0b19.3x22.7x0.7x
Sun, 05 May 2024US$117.2bUS$154.1bUS$5.0b18.4x23.5x0.8x
Tue, 02 Apr 2024US$125.4bUS$155.4bUS$5.2b19.2x23.9x0.8x
Thu, 29 Feb 2024US$117.0bUS$155.6bUS$5.2b18.8x22.5x0.8x
Sat, 27 Jan 2024US$117.5bUS$156.8bUS$4.5b16x26x0.7x
Mon, 25 Dec 2023US$134.4bUS$156.2bUS$4.3b16.9x31.2x0.9x
Wed, 22 Nov 2023US$125.0bUS$156.2bUS$4.3b15.2x29x0.8x
Fri, 20 Oct 2023US$122.3bUS$154.6bUS$3.0b19.6x41x0.8x
Sun, 17 Sep 2023US$134.5bUS$154.6bUS$3.0b21.2x45.1x0.9x
Tue, 15 Aug 2023US$137.4bUS$154.6bUS$3.0b21.4x46.5x0.9x
Thu, 13 Jul 2023US$147.7bUS$152.7bUS$3.3b18.8x44.5x1x
Sat, 10 Jun 2023US$133.5bUS$149.4bUS$3.1b18.2x43.4x0.9x
Mon, 08 May 2023US$122.4bUS$148.2bUS$3.1b17.5x39.2x0.8x
Price to Earnings Ratio

39.2x


Total Market Cap: US$122.4bTotal Earnings: US$3.1bTotal Revenue: US$148.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Components Industry Price to Earnings3Y Average 206.9x202420252026
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 0.71x.
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 Market0.59%
Consumer Discretionary1.34%
Auto Components-0.088%
Tires and Rubber0.43%
Auto Parts and Equipment-0.10%
Industry PE
    Forecasted Growth
    • Analysts are most optimistic on the Tires and Rubber industry, expecting annual earnings growth of 104% over the next 5 years.
    • In contrast, the Auto Parts and Equipment industry is expected to see its earnings grow by 32% 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
    		GTX Garrett MotionUS$25.6124.7%
    +US$951.4m    		151.1%PE15.5x
    		HSAI Hesai GroupUS$22.688.0%
    +US$248.1m    		30.7%PE55.6x
    		BWA BorgWarnerUS$56.971.5%
    +US$171.0m    		99.6%PE42.4x
    		DORM Dorman ProductsUS$112.512.9%
    +US$95.1m    		-2.2%PE16.6x
    		VC VisteonUS$111.712.1%
    +US$61.7m    		40.7%PE18.1x

    Latest News

    VC
    US$111.71
    Visteon
    7D
    2.1%
    1Y
    40.7%
    BWA
    US$56.97
    BorgWarner
    7D
    1.5%
    1Y
    99.6%
    PATK
    US$93.00
    Patrick Industries
    7D
    -7.1%
    1Y
    14.0%
    SLDP
    US$3.45
    Solid Power
    7D
    -6.8%
    1Y
    213.6%

    Solid Power: Upgrading On Commercial Prospects

    Apr 30
    KDK
    US$8.48
    Kodiak AI
    7D
    -4.5%
    1Y
    -24.8%

    Kodiak AI: Strong In Unstructured Environments, But Short Cash Runway Is A Concern

    Apr 30
    DORM
    US$112.51
    Dorman Products
    7D
    2.9%
    1Y
    -2.2%

    Dorman Products: Mispriced Ahead Of Q1 Earnings

    Apr 29
    LEA
    US$127.13
    Lear
    7D
    -2.0%
    1Y
    48.2%

    Lear: Not Ready To Buckle Up

    Apr 29
    GTX
    US$25.61
    Garrett Motion
    7D
    24.7%
    1Y
    151.1%

    GTX: HVAC Compressor Contracts And Buybacks Will Support Balanced Future Electrification Potential

    Analysts kept their average price target for Garrett Motion steady at about $22.17. The latest bullish research cited a balanced view on modestly adjusted revenue growth and profit margin assumptions as key support for this valuation.
    HSAI
    US$22.68
    Hesai Group
    7D
    8.0%
    1Y
    30.7%
    QS
    US$7.29
    QuantumScape
    7D
    -1.6%
    1Y
    86.0%
    ADNT
    US$21.05
    Adient
    7D
    -2.9%
    1Y
    66.4%
    XPEL
    US$47.62
    XPEL
    7D
    1.7%
    1Y
    64.0%
    DAN
    US$36.45
    Dana
    7D
    -5.0%
    1Y
    158.5%

    DAN: Expanded Buybacks And Higher Dividend Will Support Balanced Future Returns

    Analysts have adjusted their price target for Dana to $40.71 from $39.57 as they factor in updated assumptions for the discount rate, revenue growth, profit margin, and future P/E expectations. What's in the News Dana expanded its equity buyback plan on February 11, 2026, increasing the authorization by US$1,000 million to a total of US$2,000 million and extending the program through 2030 (Key Developments).
    FOXF
    US$17.75
    Fox Factory Holding
    7D
    2.6%
    1Y
    -14.1%
    ECX
    US$1.07
    ECARX Holdings
    7D
    -9.3%
    1Y
    -20.1%
    VGNT
    US$34.97
    Versigent
    7D
    1.9%
    1Y
    n/a

    Versigent: Valuation Should Re-Rate Upwards If Management Hits Guidance

    Apr 15