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U.S. Auto Components Industry Analysis

UpdatedJun 10, 2026
DataAggregated Company Financials
Companies53
  • 7D-5.4%
  • 3M9.5%
  • 1Y12.3%
  • YTD-0.6%

Over the last 7 days, the Auto Components industry has dropped 1.0%, and Mobileye Global contributed the most with a 14% decline. In contrast, Versigent has gained 9.3%. Over the past 12 months, the industry was up 16%. As for the next few years, earnings are expected to grow by 34% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 10 Jun 2026US$100.6bUS$148.8b-US$4,165,162,075.3420.1x-24.2x0.7x
Fri, 08 May 2026US$92.0bUS$148.1b-US$3,981,460,640.3719.9x-23.1x0.6x
Sun, 05 Apr 2026US$87.7bUS$146.6b-US$958,324,732.9517.5x-91.6x0.6x
Tue, 03 Mar 2026US$99.7bUS$149.0b-US$1,325,888,968.8719.3x-75.2x0.7x
Thu, 29 Jan 2026US$104.2bUS$147.5b-US$890,699,186.5423.8x-117x0.7x
Sat, 27 Dec 2025US$99.9bUS$147.6b-US$844,821,780.2519.1x-118.2x0.7x
Mon, 24 Nov 2025US$102.3bUS$150.3b-US$759,603,970.5520.6x-134.7x0.7x
Wed, 22 Oct 2025US$112.5bUS$149.1bUS$74.7m18.4x1505.8x0.8x
Fri, 19 Sep 2025US$113.6bUS$148.9bUS$38.4m18.4x2959.4x0.8x
Sun, 17 Aug 2025US$106.3bUS$148.9bUS$42.5m16.7x2499.3x0.7x
Tue, 15 Jul 2025US$99.8bUS$148.3bUS$279.2m14.8x357.5x0.7x
Thu, 12 Jun 2025US$93.5bUS$148.3bUS$280.5m14.2x333.4x0.6x
Sat, 10 May 2025US$86.1bUS$148.2bUS$239.6m13.4x359.3x0.6x
Mon, 07 Apr 2025US$77.2bUS$149.4bUS$738.0m12.6x104.6x0.5x
Wed, 05 Mar 2025US$84.7bUS$149.3bUS$1.1b16.3x78.1x0.6x
Fri, 31 Jan 2025US$91.2bUS$150.0bUS$2.3b18.1x40.4x0.6x
Sun, 29 Dec 2024US$94.1bUS$150.3bUS$2.4b18x39x0.6x
Tue, 26 Nov 2024US$100.9bUS$159.3bUS$2.2b20.3x46.9x0.6x
Thu, 24 Oct 2024US$96.4bUS$162.1bUS$6.1b19.1x15.8x0.6x
Sat, 21 Sep 2024US$97.0bUS$153.0bUS$6.1b19x16x0.6x
Mon, 19 Aug 2024US$95.0bUS$153.0bUS$6.1b18.7x15.6x0.6x
Wed, 17 Jul 2024US$112.3bUS$153.6bUS$5.0b19.5x22.3x0.7x
Fri, 14 Jun 2024US$112.4bUS$153.6bUS$5.0b18.6x22.4x0.7x
Sun, 12 May 2024US$117.6bUS$153.7bUS$5.1b19.2x23.1x0.8x
Tue, 09 Apr 2024US$119.7bUS$153.8bUS$5.1b19.7x23.6x0.8x
Thu, 07 Mar 2024US$117.0bUS$155.6bUS$5.2b18.8x22.4x0.8x
Sat, 03 Feb 2024US$117.8bUS$157.0bUS$5.2b16.3x22.6x0.8x
Mon, 01 Jan 2024US$134.4bUS$156.2bUS$4.3b16.8x31.2x0.9x
Wed, 29 Nov 2023US$125.6bUS$156.2bUS$4.3b15x29.2x0.8x
Fri, 27 Oct 2023US$122.5bUS$155.3bUS$3.1b19.2x39.1x0.8x
Sun, 24 Sep 2023US$133.0bUS$154.6bUS$3.0b20.7x44.6x0.9x
Tue, 22 Aug 2023US$130.2bUS$154.6bUS$3.0b20.7x43.7x0.8x
Thu, 20 Jul 2023US$148.0bUS$152.7bUS$3.3b19.1x44.6x1x
Sat, 17 Jun 2023US$135.2bUS$149.4bUS$3.1b18.3x43.9x0.9x
Price to Earnings Ratio

43.9x


Total Market Cap: US$135.2bTotal Earnings: US$3.1bTotal Revenue: US$149.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Components Industry Price to Earnings3Y Average 204.5x202420252026
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 0.70x.
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-3.33%
Consumer Discretionary-3.31%
Auto Components-5.40%
Tires and Rubber0%0
Auto Parts and Equipment-5.48%
Industry PE
    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 growth rate of 11% per year.
    • In contrast, the Auto Parts and Equipment industry is expected to see its earnings grow by 34% 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
    		VGNT VersigentUS$49.379.3%
    +US$298.5m    		n/aPE6.8x
    		GTX Garrett MotionUS$32.813.9%
    +US$230.2m    		217.6%PE17.9x
    		PHIN PHINIAUS$81.513.8%
    +US$111.4m    		85.0%PE21.4x
    		DORM Dorman ProductsUS$127.981.7%
    +US$64.2m    		0.05%PE20.1x
    		GNTX GentexUS$24.840.9%
    +US$44.7m    		11.6%PE13.8x

    Latest News

    SMP
    US$39.31
    Standard Motor Products
    7D
    1.0%
    1Y
    28.4%
    GTX
    US$32.81
    Garrett Motion
    7D
    3.9%
    1Y
    217.6%
    MPAA
    US$13.20
    Motorcar Parts of America
    7D
    23.2%
    1Y
    27.0%
    APTV
    US$68.48
    Aptiv
    7D
    -7.3%
    1Y
    -2.7%
    QS
    US$7.32
    QuantumScape
    7D
    -16.4%
    1Y
    58.4%
    DORM
    US$127.98
    Dorman Products
    7D
    1.7%
    1Y
    0.05%
    Narrative Update • Jun 07

    DORM: Debt Refinancing And Buybacks Will Support Margin And Cash Flow Visibility

    Analysts have trimmed their price target on Dorman Products slightly to $152.25 from $152.63, reflecting updated assumptions for discount rates, revenue growth, profit margins, and future P/E multiples. What's in the News Dorman Products announced a private offering of US$450 million of 6.25% senior notes due 2034, priced at par, with guarantees from existing and future wholly owned domestic subsidiaries.
    LEA
    US$142.16
    Lear
    7D
    -3.5%
    1Y
    49.3%
    Narrative Update • Jun 06

    LEA: North America Auto Production Upside Will Drive Future Margin Leverage

    Analysts have nudged the fair value estimate for Lear higher from $174.47 to $177.66, reflecting recent price target increases that highlight its North America auto production exposure and earnings leverage into 2027 and 2028. Analyst Commentary Recent Street research on Lear has leaned more constructive, with several bullish analysts updating their views and price targets after reviewing new data points on North America auto production and company fundamentals.
    ALV
    US$126.14
    Autoliv
    7D
    -4.2%
    1Y
    16.9%
    Narrative Update • Jun 06

    ALV: Q1 Execution And New Safety Center Support Balanced Future Prospects

    Autoliv's updated analyst price target of $132.18 is broadly in line with the prior estimate, with analysts pointing to small refinements in the discount rate, revenue growth outlook, profit margin assumptions and future P/E expectations rather than a major shift in the investment case. What's in the News Autoliv reported Q1 revenue growth of 6.8% year over year, beating analyst expectations by 4.8%, and the stock rose 3.8% on the results, according to recent earnings coverage.
    LCII
    US$93.43
    LCI Industries
    7D
    -12.5%
    1Y
    1.1%
    Narrative Update • Jun 06

    LCII: Leadership Transition And Reaffirmed Guidance Will Support Future Demand Resilience

    Narrative Update: LCI Industries Analysts have adjusted their view on LCI Industries with the implied price target moving about $12.70 lower, as they factor in a slightly higher discount rate, modestly different assumptions for revenue growth and profit margins, and a higher future P/E multiple, alongside a mix of recent target cuts and upgrades in Street research. Analyst Commentary Recent Street research on LCI Industries sends a mixed message, with some firms trimming price targets while others initiate or upgrade with a constructive stance.
    WRD
    US$6.47
    WeRide
    7D
    -16.5%
    1Y
    -27.5%
    Seeking Alpha • Jun 05

    WeRide: Focus On Geographical Diversification And Regulatory Developments

    Summary WeRide Inc. remains a Buy; I remain positive on the profitability upside relating to international expansion and see risks regarding China's suspension of new autonomous vehicle approvals as overblown. WRD’s non-China operations achieved a 50% gross profit margin in 2025, or 20 percentage points above the group average, supporting aggressive overseas growth plans. Regulatory headwinds in China are likely temporary; WRD's existing domestic robotaxi fleets are still up and running, and management expects permit issuance to resume within two months. Read the full article on Seeking Alpha
    XPEL
    US$45.83
    XPEL
    7D
    2.4%
    1Y
    21.4%
    Narrative Update • Jun 05

    XPEL: Global Expansion And Manufacturing Investments Will Shape Balanced Future Prospects

    The analyst fair value estimate for XPEL has moved from $55.00 to $45.00, with analysts citing updated views on growth, margins, and appropriate P/E levels following recent research such as the downgrade at Freedom Broker. What's in the News XPEL is highlighted in "XPEL’s ‘Invisible Product’ Drives Profits in the Automotive Aftermarket," focusing on its position in paint protection film, expansion of aftermarket and OEM sales, and recent acquisitions of distributors in China and South America.
    PHIN
    US$81.51
    PHINIA
    7D
    3.8%
    1Y
    85.0%
    Narrative Update • Jun 03

    PHIN: Future Upside Will Hinge On Hydrogen Rollout And Ongoing Buybacks

    Analysts have nudged their fair value estimate for PHINIA from $87.50 to $88.75, citing updated assumptions for revenue growth, profit margins, discount rates, and future P/E following recent positive Street research. Analyst Commentary Bullish Takeaways Bullish analysts see recent Street research as support for a slightly higher fair value, which aligns with the move from US$87.50 to US$88.75 and points to more confidence in PHINIA's ability to execute on its current plan.
    MBLY
    US$9.33
    Mobileye Global
    7D
    -13.5%
    1Y
    -42.3%
    Narrative Update • Jun 02

    MBLY: ADAS Wins And Robotaxi Progress Will Drive Future Upside

    Analysts have trimmed the fair value estimate for Mobileye Global to $13.29 from $15.49, reflecting a mix of cautious price target changes and views that near term upside is more balanced, even as longer term opportunities in higher autonomy and robotics remain tied to uncertain outcomes. Analyst Commentary Recent research echoes the cut in the fair value estimate, with a mix of cautious and constructive views on Mobileye Global's valuation, execution risk, and long term growth optionality in higher autonomy and robotics.
    HSAI
    US$18.44
    Hesai Group
    7D
    -14.9%
    1Y
    -4.8%
    Narrative Update • Jun 02

    HSAI: New Autonomy Partnerships And Design Wins Will Drive Future Repricing

    Narrative Update Overview Hesai Group's updated analyst price target has edged lower to $28.60 from $33.00, as analysts factor in more conservative revenue and net profit forecasts and a reduced valuation multiple linked to expectations for softer Q2 EV shipment trends. Analyst Commentary Recent research on Hesai Group highlights a mix of optimism about the company’s long term growth potential and caution around near term execution risks, particularly tied to electric vehicle shipment trends and profitability.
    GNTX
    US$24.84
    Gentex
    7D
    0.9%
    1Y
    11.6%
    VGNT
    US$49.37
    Versigent
    7D
    9.3%
    1Y
    n/a