Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Auto Components Industry Analysis

UpdatedJul 24, 2025
DataAggregated Company Financials
Companies55
  • 7D3.9%
  • 3M30.9%
  • 1Y1.7%
  • YTD8.8%

The Auto Components industry is up 3.9% in the last week, with QuantumScape up 13%. In the same time, ECARX Holdings was down 36%. Despite this gain, the industry's performance has been flat over the past year. As for the next few years, earnings are expected to grow by 31% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 24 Jul 2025US$102.4bUS$148.4bUS$306.9m15.2x333.6x0.7x
Sat, 21 Jun 2025US$90.7bUS$148.3bUS$279.5m13.4x324.6x0.6x
Mon, 19 May 2025US$92.1bUS$148.2bUS$235.6m14.1x391.2x0.6x
Wed, 16 Apr 2025US$75.6bUS$149.4bUS$739.7m12.1x102.2x0.5x
Fri, 14 Mar 2025US$85.2bUS$149.3bUS$1.1b15.4x78.6x0.6x
Sun, 09 Feb 2025US$88.9bUS$149.7bUS$1.0b17.9x88.5x0.6x
Tue, 07 Jan 2025US$95.2bUS$150.3bUS$2.4b18.2x39.4x0.6x
Thu, 05 Dec 2024US$94.1bUS$150.3bUS$2.4b19.6x38.8x0.6x
Sat, 02 Nov 2024US$92.6bUS$161.4bUS$2.0b16.8x47.2x0.6x
Mon, 30 Sep 2024US$99.8bUS$153.0bUS$6.1b19.3x16.4x0.7x
Wed, 28 Aug 2024US$98.2bUS$153.0bUS$6.1b19.7x16.2x0.6x
Fri, 26 Jul 2024US$103.8bUS$153.6bUS$5.1b19.1x20.3x0.7x
Sun, 23 Jun 2024US$109.2bUS$153.6bUS$5.0b18.3x21.7x0.7x
Tue, 21 May 2024US$118.4bUS$153.7bUS$5.1b19.3x23.3x0.8x
Thu, 18 Apr 2024US$112.2bUS$153.7bUS$5.1b18.4x21.9x0.7x
Sat, 16 Mar 2024US$117.5bUS$155.5bUS$5.2b19.6x22.5x0.8x
Mon, 12 Feb 2024US$117.7bUS$154.4bUS$4.8b17.8x24.3x0.8x
Wed, 10 Jan 2024US$120.6bUS$156.2bUS$4.4b16.7x27.5x0.8x
Fri, 08 Dec 2023US$124.3bUS$156.2bUS$4.3b15.4x28.8x0.8x
Sun, 05 Nov 2023US$118.3bUS$156.3bUS$4.5b15x26.2x0.8x
Tue, 03 Oct 2023US$135.0bUS$154.6bUS$3.0b20.7x45.2x0.9x
Thu, 31 Aug 2023US$133.6bUS$154.6bUS$3.0b21.3x44.8x0.9x
Sat, 29 Jul 2023US$144.2bUS$153.0bUS$3.2b20.4x44.6x0.9x
Mon, 26 Jun 2023US$129.2bUS$149.4bUS$3.1b17.1x42x0.9x
Wed, 24 May 2023US$125.7bUS$147.5bUS$2.9b17.5x42.9x0.9x
Fri, 21 Apr 2023US$135.1bUS$145.5bUS$3.3b18.7x40.9x0.9x
Sun, 19 Mar 2023US$132.8bUS$145.6bUS$3.2b17.8x41.2x0.9x
Tue, 14 Feb 2023US$141.1bUS$147.3bUS$3.3b20.6x42.3x1x
Thu, 12 Jan 2023US$125.3bUS$145.4bUS$3.2b14.6x39.1x0.9x
Sat, 10 Dec 2022US$118.7bUS$145.0bUS$3.4b17.3x34.6x0.8x
Mon, 07 Nov 2022US$93.4bUS$143.2bUS$3.2b19.6x29.5x0.7x
Wed, 05 Oct 2022US$90.1bUS$137.2bUS$3.4b19.1x26.5x0.7x
Fri, 02 Sep 2022US$96.8bUS$137.2bUS$3.4b20.1x28.4x0.7x
Sun, 31 Jul 2022US$103.2bUS$133.8bUS$3.6b15.3x28.5x0.8x
Price to Earnings Ratio

28.5x


Total Market Cap: US$103.2bTotal Earnings: US$3.6bTotal Revenue: US$133.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Components Industry Price to Earnings3Y Average 59.3x202320242025
Current Industry PE
  • Investors are optimistic on the American Auto Components industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 334x which is higher than its 3-year average PE of 59.3x.
  • The industry is trading close to its 3-year average PS ratio of 0.74x.
Past Earnings Growth
  • The earnings for companies in the Auto Components industry have declined 56% per year over the last three years.
  • Meanwhile revenues for these companies have grown 3.5% 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 Market1.68%
Consumer Discretionary3.45%
Auto Components3.87%
Tires and Rubber6.71%
Auto Parts and Equipment3.78%
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 31.0%, which is higher than its past year's earnings decline of 4.5% per year.
  • Investors are most pessimistic about the Tires and Rubber industry, which is trading below its 3-year average of 61.7x.
Forecasted Growth
  • Analysts are most optimistic on the Auto Parts and Equipment industry, expecting annual earnings growth of 31% over the next 5 years.
  • This is better than its past earnings decline of 4.5% per year.
  • In contrast, the Tires and Rubber industry is expected to see its earnings grow by 28% 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
QS QuantumScapeUS$12.8313.0%
+US$827.2m		72.0%PB6.5x
MOD Modine ManufacturingUS$98.808.2%
+US$393.6m		0.1%PE28.2x
APTV AptivUS$71.912.5%
+US$387.6m		7.2%PE10x
WRD WeRideUS$9.9913.8%
+US$344.3m		n/aPS56.2x
BWA BorgWarnerUS$36.533.9%
+US$298.8m		14.3%PE25.8x

Latest News

GT
US$11.54
Goodyear Tire & Rubber
7D
6.8%
1Y
-3.8%
MTEN
US$17.19
Mingteng International
7D
-13.0%
1Y
433.9%

Mingteng International Corporation Inc. (NASDAQ:MTEN) Stock Rockets 75% As Investors Are Less Pessimistic Than Expected

Jul 22
Mingteng International Corporation Inc. (NASDAQ:MTEN) Stock Rockets 75% As Investors Are Less Pessimistic Than Expected
MOD
US$98.80
Modine Manufacturing
7D
8.2%
1Y
0.1%
BWA
US$36.53
BorgWarner
7D
3.9%
1Y
14.3%

Is Now An Opportune Moment To Examine BorgWarner Inc. (NYSE:BWA)?

Jul 21
Is Now An Opportune Moment To Examine BorgWarner Inc. (NYSE:BWA)?
FOXF
US$30.39
Fox Factory Holding
7D
19.0%
1Y
-34.6%
WRD
US$9.99
WeRide
7D
13.8%
1Y
n/a
QS
US$12.83
QuantumScape
7D
13.0%
1Y
72.0%

Weekly Picks: 📈 MSTR's Leveraged Bitcoin Exposure, QS' Breakthrough Battery Tech, and BBWI's Turnaround Potential

Jul 16
Weekly Picks: 📈 MSTR's Leveraged Bitcoin Exposure, QS' Breakthrough Battery Tech, and BBWI's Turnaround Potential
CPS
US$23.61
Cooper-Standard Holdings
7D
-0.2%
1Y
73.7%
MBLY
US$16.10
Mobileye Global
7D
1.6%
1Y
-27.8%
APTV
US$71.91
Aptiv
7D
2.5%
1Y
7.2%

Improved Earnings Required Before Aptiv PLC (NYSE:APTV) Shares Find Their Feet

Jul 10
Improved Earnings Required Before Aptiv PLC (NYSE:APTV) Shares Find Their Feet
CAAS
US$4.19
China Automotive Systems
7D
-3.9%
1Y
-4.3%
WKSP
US$3.81
Worksport
7D
-7.7%
1Y
-40.2%

After Leaping 45% Worksport Ltd. (NASDAQ:WKSP) Shares Are Not Flying Under The Radar

Jul 09
After Leaping 45% Worksport Ltd. (NASDAQ:WKSP) Shares Are Not Flying Under The Radar
HSAI
US$21.45
Hesai Group
7D
-1.9%
1Y
386.4%

Are Investors Undervaluing Hesai Group (NASDAQ:HSAI) By 38%?

Jun 27
Are Investors Undervaluing Hesai Group (NASDAQ:HSAI) By 38%?
DAN
US$16.49
Dana
7D
-2.6%
1Y
39.7%
CREV
US$3.89
Carbon Revolution
7D
-21.1%
1Y
-38.4%
ECX
US$1.34
ECARX Holdings
7D
-35.6%
1Y
-20.7%