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U.S. Auto Components Industry Analysis

UpdatedApr 16, 2026
DataAggregated Company Financials
Companies57
  • 7D-1.1%
  • 3M-15.6%
  • 1Y28.2%
  • YTD-10.7%

Over the last 7 days, the Auto Components industry has risen 5.2%, driven by gains in QuantumScape and Versigent of 14% and 27%, respectively. Meanwhile, Patrick Industries actually underperformed within the industry, shrinking 18% in the last week. This takes the industry's 12 month performance to a gain of 29%. As for the next few years, earnings are expected to grow by 29% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 16 Apr 2026US$92.6bUS$155.4b-US$431,882,079.4715.7x-214.3x0.6x
Sat, 14 Mar 2026US$89.6bUS$146.5b-US$889,652,697.8617.1x-100.7x0.6x
Mon, 09 Feb 2026US$106.1bUS$148.6b-US$1,038,493,408.5425.5x-102.2x0.7x
Wed, 07 Jan 2026US$104.1bUS$147.6b-US$833,765,521.9220.9x-124.8x0.7x
Fri, 05 Dec 2025US$99.8bUS$147.6b-US$843,192,014.2218.8x-118.4x0.7x
Sun, 02 Nov 2025US$111.8bUS$150.2bUS$1.9b18.7x57.6x0.7x
Tue, 30 Sep 2025US$113.7bUS$148.9bUS$38.7m18.4x2941.1x0.8x
Thu, 28 Aug 2025US$110.3bUS$148.9bUS$40.2m17.4x2742.6x0.7x
Sat, 26 Jul 2025US$102.6bUS$148.4bUS$342.2m16x299.8x0.7x
Mon, 23 Jun 2025US$89.7bUS$148.3bUS$279.5m13.4x320.8x0.6x
Wed, 21 May 2025US$91.1bUS$148.2bUS$236.1m14x386x0.6x
Fri, 18 Apr 2025US$74.2bUS$149.4bUS$779.9m12.3x95.1x0.5x
Sun, 16 Mar 2025US$89.7bUS$149.4bUS$736.8m15.7x121.7x0.6x
Tue, 11 Feb 2025US$88.5bUS$149.8bUS$1.1b17.5x84x0.6x
Thu, 09 Jan 2025US$93.8bUS$150.3bUS$2.4b18x38.9x0.6x
Sat, 07 Dec 2024US$93.8bUS$150.3bUS$2.4b19.6x38.6x0.6x
Mon, 04 Nov 2024US$94.0bUS$161.4bUS$2.0b16.8x47.9x0.6x
Wed, 02 Oct 2024US$97.4bUS$153.0bUS$6.1b18.4x16x0.6x
Fri, 30 Aug 2024US$96.2bUS$153.0bUS$6.1b19.4x15.8x0.6x
Sun, 28 Jul 2024US$104.8bUS$153.6bUS$5.1b19.4x20.4x0.7x
Tue, 25 Jun 2024US$109.2bUS$153.6bUS$5.0b18.5x21.7x0.7x
Thu, 23 May 2024US$116.9bUS$153.6bUS$5.0b19.4x23.3x0.8x
Sat, 20 Apr 2024US$112.0bUS$153.7bUS$5.1b18.4x21.9x0.7x
Mon, 18 Mar 2024US$117.4bUS$155.5bUS$5.2b19.6x22.5x0.8x
Wed, 14 Feb 2024US$114.0bUS$154.1bUS$4.7b17.6x24.4x0.7x
Fri, 12 Jan 2024US$119.8bUS$156.2bUS$4.4b16.5x27.4x0.8x
Sun, 10 Dec 2023US$124.2bUS$156.2bUS$4.3b15.3x28.8x0.8x
Tue, 07 Nov 2023US$118.3bUS$156.4bUS$4.4b14.9x26.9x0.8x
Thu, 05 Oct 2023US$134.0bUS$154.6bUS$3.0b20.3x44.9x0.9x
Sat, 02 Sep 2023US$137.2bUS$154.6bUS$3.0b21.5x46x0.9x
Mon, 31 Jul 2023US$145.9bUS$153.0bUS$3.2b20.4x45.1x1x
Wed, 28 Jun 2023US$132.8bUS$149.4bUS$3.1b17.6x43.1x0.9x
Fri, 26 May 2023US$124.9bUS$147.7bUS$2.8b17.1x44.5x0.8x
Sun, 23 Apr 2023US$134.1bUS$145.9bUS$3.3b18.1x40.7x0.9x
Price to Earnings Ratio

40.7x


Total Market Cap: US$134.1bTotal Earnings: US$3.3bTotal Revenue: US$145.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Components Industry Price to Earnings3Y Average 209.3x202420252026
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 0.72x.
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 2.1% 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 Market3.42%
Consumer Discretionary5.81%
Auto Components-1.09%
Auto Parts and Equipment-1.02%
Tires and Rubber-4.54%
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 27.5%, which is higher than its past year's earnings growth of 5.3% per year.
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 27% 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$7.1713.8%
+US$532.9m		94.3%PB3.8x
VGNT VersigentUS$34.2126.9%
+US$515.8m		n/aPE4.6x
HSAI Hesai GroupUS$24.2210.7%
+US$367.7m		119.9%PE59.5x
MBLY Mobileye GlobalUS$7.724.7%
+US$294.5m		-37.2%PS3.4x
KDK Kodiak AIUS$8.9313.8%
+US$197.2m		-20.3%PS429.3x

Latest News

APTV
US$58.46
Aptiv
7D
-3.7%
1Y
15.3%
PATK
US$99.26
Patrick Industries
7D
-18.0%
1Y
25.3%
VGNT
US$34.21
Versigent
7D
26.9%
1Y
n/a

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

Apr 15
HSAI
US$24.22
Hesai Group
7D
10.7%
1Y
119.9%
MBLY
US$7.72
Mobileye Global
7D
4.7%
1Y
-37.2%
PHIN
US$68.91
PHINIA
7D
-5.3%
1Y
68.6%

PHIN: Future Cash Returns Will Depend On Dividend And Expanded Buyback Program

Analysts have nudged the average price target on PHINIA slightly higher to $88, reflecting recent target increases. They also view the stock's latest rally as having brought valuation closer to their updated assumptions on discount rate, revenue growth, profit margin and future P/E.
SLDP
US$3.26
Solid Power
7D
8.7%
1Y
207.5%

SLDP: Differentiated Electrolyte Technology Will Drive Future Battery Performance Upside

Analysts have set a new $7 price target for Solid Power, citing the company's differentiated solid-state battery electrolyte technology and its potential to materially improve energy density, safety, and efficiency as key reasons for their view. Analyst Commentary Bullish Takeaways Bullish analysts tie the US$7 price target to Solid Power's focus on commercializing solid-state electrolytes, which they see as a core asset that could support future revenue potential if the technology is adopted at scale.
QS
US$7.17
QuantumScape
7D
13.8%
1Y
94.3%

QuantumScape Corporation: New Buying Opportunities After The Selloff Should Not Escape You

Apr 11
SRI
US$6.60
Stoneridge
7D
29.4%
1Y
75.1%
GNTX
US$21.69
Gentex
7D
-2.4%
1Y
2.9%
VC
US$93.18
Visteon
7D
-4.0%
1Y
31.8%
BWA
US$52.49
BorgWarner
7D
-4.5%
1Y
101.7%

BWA: AI Data Center Power Opportunity Will Shape Long Term Returns

Analysts have nudged the BorgWarner fair value estimate slightly lower from $68.20 to about $67.33. This reflects a marginally higher discount rate and only small adjustments to long term revenue growth, profit margin, and future P/E assumptions after a mix of target cuts and upgrades across recent Street research.
LCII
US$120.64
LCI Industries
7D
-4.9%
1Y
59.7%

LCII: Expanding RV Content And Aftermarket Momentum Will Drive Demand Resilience

Analysts trimmed the fair value estimate for LCI Industries by about $1 to $160.40, reflecting updated models after better than expected Q4 results, above consensus guidance, stronger RV content trends and aftermarket contribution, as well as recent upward revisions to Street price targets into the $150 to $175 range. Analyst Commentary Recent Street research around LCI Industries has focused on how the latest Q4 results, content trends and aftermarket contribution feed into valuation, execution risk and growth expectations.
LEA
US$118.79
Lear
7D
-4.8%
1Y
53.3%

LEA: Seating Premiumization And 2026 Execution Will Likely Support Balanced Risk Reward

Narrative Update on Lear Analysts have made a modest downward adjustment to Lear's consolidated price target, trimming it by $5. Recent research balances earlier broad target increases with views that much of the company's growth potential is already reflected in the current valuation.
WRD
US$8.10
WeRide
7D
4.0%
1Y
-6.1%
KDK
US$8.93
Kodiak AI
7D
13.8%
1Y
-20.3%