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

U.S. Auto Components Industry Analysis

UpdatedSep 07, 2025
DataAggregated Company Financials
Companies58
  • 7D1.2%
  • 3M21.4%
  • 1Y24.9%
  • YTD15.3%

Over the last 7 days, the Auto Components industry has risen 1.2%, driven by gains from Mobileye Global of 4.9%. This takes the industry's 12 month performance to a gain of 25%. Earnings are forecast to grow by 32% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 08 Sep 2025US$109.9bUS$148.9bUS$39.4m17.3x2788.4x0.7x
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
Sun, 20 Nov 2022US$123.6bUS$144.9bUS$3.4b20x35.8x0.9x
Tue, 18 Oct 2022US$84.2bUS$137.2bUS$3.4b18x24.7x0.6x
Thu, 15 Sep 2022US$97.6bUS$137.2bUS$3.4b19.7x28.7x0.7x
Price to Earnings Ratio

28.7x


Total Market Cap: US$97.6bTotal Earnings: US$3.4bTotal Revenue: US$137.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Components Industry Price to Earnings3Y Average 117.3x202320242025
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 3kx which is higher than its 3-year average PE of 115x.
  • 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 77% per year over the last three years.
  • Meanwhile revenues for these companies have grown 2.8% 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 Market0.43%
Consumer Discretionary1.53%
Auto Components1.20%
Auto Parts and Equipment1.22%
Tires and Rubber0.25%
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 61.9x.
    • Analysts are expecting annual earnings growth of 1.6% 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 33% over the next 5 years.
  • This is better than its past earnings growth rate of 2.8% per year.
  • In contrast, the Tires and Rubber industry is expected to see its earnings growth to stay flat over the next few years.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
MBLY Mobileye GlobalUS$14.704.9%
+US$558.1m		27.3%PS6.2x
BWA BorgWarnerUS$44.033.0%
+US$274.8m		36.4%PE43.3x
APTV AptivUS$80.441.1%
+US$198.2m		17.4%PE17.3x
HSAI Hesai GroupUS$26.492.8%
+US$106.2m		617.9%PE243.5x
GNTX GentexUS$28.481.7%
+US$103.2m		-5.2%PE15.8x

Latest News

HSAI
US$26.49
Hesai Group
7D
2.8%
1Y
617.9%
SLDP
US$4.19
Solid Power
7D
-3.2%
1Y
237.9%
BWA
US$44.03
BorgWarner
7D
3.0%
1Y
36.4%

Chinese OEM Wins And Electrification Trends Will Drive Automotive Advancement

Upward revisions to BorgWarner’s price target reflect Q2 earnings outperformance, improved EPS outlook, and increased optimism in the vehicle technology sector amid resilient auto supplier fundamentals, raising the consensus analyst price target slightly from $42.73 to $43.47. Analyst Commentary Q2 earnings outperformance and improved EPS outlook prompted upward revisions to price targets.
DAN
US$20.61
Dana
7D
2.2%
1Y
103.5%

Operational Efficiency And Electrification Will Power Long-Term Success

With both the discount rate and future P/E ratio essentially unchanged, analysts' consensus fair value for Dana remains steady at $24.00 per share. What's in the News Dana completed the repurchase of 14,600,000 shares (10.02%) for $250 million under the buyback announced in June 2025.
WRD
US$9.07
WeRide
7D
-3.1%
1Y
n/a
XPEL
US$35.68
XPEL
7D
-4.0%
1Y
-15.3%
MOD
US$135.19
Modine Manufacturing
7D
-0.7%
1Y
38.8%
PATK
US$113.56
Patrick Industries
7D
1.5%
1Y
36.1%

Investors Appear Satisfied With Patrick Industries, Inc.'s (NASDAQ:PATK) Prospects

Sep 02
Investors Appear Satisfied With Patrick Industries, Inc.'s (NASDAQ:PATK) Prospects
ECX
US$1.54
ECARX Holdings
7D
-4.9%
1Y
-10.5%
DORM
US$163.67
Dorman Products
7D
1.2%
1Y
50.2%

Calculating The Fair Value Of Dorman Products, Inc. (NASDAQ:DORM)

Aug 29
Calculating The Fair Value Of Dorman Products, Inc. (NASDAQ:DORM)
QS
US$7.84
QuantumScape
7D
-1.1%
1Y
46.0%
THRM
US$36.06
Gentherm
7D
-1.9%
1Y
-22.7%
APTV
US$80.44
Aptiv
7D
1.1%
1Y
17.4%

Advanced Electrical Architectures And ADAS Will Fuel Future Markets

Analysts have raised Aptiv’s price target slightly to $84.19, citing improved industry fundamentals and stronger expectations for Q2 results among auto suppliers, especially given their relative resilience versus automakers. Analyst Commentary Bullish analysts expect solid Q2 results from Aptiv, reflecting strength in autos and mobility.
GNTX
US$28.48
Gentex
7D
1.7%
1Y
-5.2%

Advanced Automotive In-Cabin Systems Will Drive Future Value

Gentex’s consensus price target was modestly raised to $30.56 as analysts highlighted gross margin improvements, industry stability, and resilient automotive demand, supporting stronger near-term outlook. Analyst Commentary Improvement in Gentex’s gross margin, driven by purchase cost reductions and operational efficiencies, positions the company to achieve its long-term gross margin target of 35%-36%.
HLLY
US$3.89
Holley
7D
-4.4%
1Y
25.9%

Digital And Omnichannel Expansion Will Unlock Future Value

Despite lower consensus revenue growth forecasts, Holley’s higher future P/E multiple has contributed to a notable increase in the consensus Analyst Price Target from $3.55 to $3.92. What's in the News Holley Inc.
MBLY
US$14.70
Mobileye Global
7D
4.9%
1Y
27.3%

Mobileye Q2: The Turnaround Begins

Jul 30