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U.S. Auto Components Industry Analysis

UpdatedDec 25, 2025
DataAggregated Company Financials
Companies58
  • 7D1.2%
  • 3M-6.3%
  • 1Y8.9%
  • YTD8.2%

Over the last 7 days, the Auto Components industry has risen 1.2%, driven by gains in Kodiak AI and QuantumScape of 19% and 4.1%, respectively. This takes the industry's 12 month performance to a gain of 8.9%. Earnings are forecast to grow by 39% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 25 Dec 2025US$99.9bUS$147.6b-US$844,620,840.1619.1x-118.3x0.7x
Sat, 22 Nov 2025US$98.6bUS$150.3b-US$765,392,405.8424.5x-128.8x0.7x
Mon, 20 Oct 2025US$110.2bUS$149.1bUS$74.9m17.8x1471.4x0.7x
Wed, 17 Sep 2025US$112.7bUS$148.9bUS$38.4m18.2x2933.4x0.8x
Fri, 15 Aug 2025US$107.5bUS$148.9bUS$27.3m16.8x3941.3x0.7x
Sun, 13 Jul 2025US$99.7bUS$148.3bUS$279.3m14.8x357.1x0.7x
Tue, 10 Jun 2025US$91.2bUS$148.3bUS$279.9m14.3x325.7x0.6x
Thu, 08 May 2025US$83.1bUS$148.4bUS$319.3m16x260.4x0.6x
Sat, 05 Apr 2025US$80.8bUS$149.4bUS$738.0m12.6x109.4x0.5x
Mon, 03 Mar 2025US$87.9bUS$149.3bUS$1.1b17.5x81.1x0.6x
Wed, 29 Jan 2025US$92.2bUS$150.2bUS$2.4b18.3x38.5x0.6x
Fri, 27 Dec 2024US$92.5bUS$150.3bUS$2.4b18.2x38.3x0.6x
Sun, 24 Nov 2024US$100.9bUS$159.2bUS$2.2b19.8x46.9x0.6x
Tue, 22 Oct 2024US$98.6bUS$162.1bUS$6.1b19.6x16.1x0.6x
Thu, 19 Sep 2024US$93.8bUS$153.0bUS$6.1b19.6x15.4x0.6x
Sat, 17 Aug 2024US$95.0bUS$153.0bUS$6.1b19x15.6x0.6x
Mon, 15 Jul 2024US$111.1bUS$153.6bUS$5.0b18.4x22.1x0.7x
Wed, 12 Jun 2024US$117.6bUS$153.6bUS$5.0b19.2x23.4x0.8x
Fri, 10 May 2024US$118.7bUS$153.7bUS$5.1b18.9x23.3x0.8x
Sun, 07 Apr 2024US$119.7bUS$153.8bUS$5.1b19.7x23.6x0.8x
Tue, 05 Mar 2024US$117.4bUS$155.6bUS$5.2b19.4x22.4x0.8x
Thu, 01 Feb 2024US$118.2bUS$156.8bUS$4.5b16x26x0.8x
Sat, 30 Dec 2023US$136.0bUS$156.2bUS$4.3b16.7x31.6x0.9x
Mon, 27 Nov 2023US$127.2bUS$156.2bUS$4.3b15.2x29.6x0.8x
Wed, 25 Oct 2023US$121.8bUS$154.9bUS$3.0b19.4x40.4x0.8x
Fri, 22 Sep 2023US$133.6bUS$154.6bUS$3.0b20.6x44.8x0.9x
Sun, 20 Aug 2023US$130.2bUS$154.6bUS$3.0b20.6x43.7x0.8x
Tue, 18 Jul 2023US$146.3bUS$152.7bUS$3.3b18.6x44.1x1x
Thu, 15 Jun 2023US$136.2bUS$149.4bUS$3.1b18.1x44.2x0.9x
Sat, 13 May 2023US$123.0bUS$147.5bUS$2.9b17.7x42x0.8x
Mon, 10 Apr 2023US$128.3bUS$145.5bUS$3.3b17.8x38.8x0.9x
Wed, 08 Mar 2023US$141.8bUS$145.7bUS$3.1b19.2x45.4x1x
Fri, 03 Feb 2023US$144.6bUS$145.5bUS$3.6b18.7x40.6x1x
Sun, 01 Jan 2023US$118.5bUS$145.4bUS$3.2b15.7x36.9x0.8x
Price to Earnings Ratio

36.9x


Total Market Cap: US$118.5bTotal Earnings: US$3.2bTotal Revenue: US$145.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Components Industry Price to Earnings3Y Average 224.9x202320242025
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 0.74x.
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 Market3.10%
Consumer Discretionary2.84%
Auto Components1.20%
Auto Parts and Equipment1.28%
Tires and Rubber-1.58%
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 37.6%, which is higher than its past year's earnings decline of 12.5% per year.
Forecasted Growth
  • Analysts are most optimistic on the Tires and Rubber industry, expecting annual earnings growth of 109% over the next 5 years.
  • In contrast, the Auto Parts and Equipment industry is expected to see its earnings grow by 38% 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
KDK Kodiak AIUS$10.4419.2%
+US$293.9m		-4.7%PS111x
QS QuantumScapeUS$11.184.1%
+US$264.6m		108.2%PB5.5x
BWA BorgWarnerUS$45.421.7%
+US$162.6m		41.1%PE71.4x
HSAI Hesai GroupUS$22.364.4%
+US$148.3m		73.9%PE57x
WRD WeRideUS$8.834.5%
+US$130.0m		-39.9%PS41.4x

Latest News

QS
US$11.18
QuantumScape
7D
4.1%
1Y
108.2%
GNTX
US$23.38
Gentex
7D
-1.0%
1Y
-20.0%

Gentex (NASDAQ:GNTX) Has Some Way To Go To Become A Multi-Bagger

Dec 23
Gentex (NASDAQ:GNTX) Has Some Way To Go To Become A Multi-Bagger
PHIN
US$61.32
PHINIA
7D
3.4%
1Y
27.7%
SMP
US$37.39
Standard Motor Products
7D
-3.8%
1Y
20.2%
HSAI
US$22.36
Hesai Group
7D
4.4%
1Y
73.9%
BWA
US$45.42
BorgWarner
7D
1.7%
1Y
41.1%

BWA: Margin Execution And New Business Awards Will Drive Future Upside

Analysts modestly increased their blended price target for BorgWarner to about $50 from roughly $49.50, citing stronger margin execution, resilient profit expectations, and confidence that the company can deliver at the upper end of its guidance despite slightly slower revenue growth assumptions. Analyst Commentary Analysts remain broadly constructive on BorgWarner, with multiple firms lifting price targets and highlighting strong operational execution and favorable medium term earnings visibility.
GTX
US$17.43
Garrett Motion
7D
3.9%
1Y
92.4%
AXL
US$6.44
American Axle & Manufacturing Holdings
7D
-1.8%
1Y
9.3%

AXL: Strong Q3 And Deal Progress Will Face Execution Tests

Analysts have lifted their price target on American Axle & Manufacturing Holdings by approximately $0.80 to about $7.20 per share, citing a stronger fair value outlook supported by robust Q3 performance, higher projected revenue growth and margins, and modestly richer future valuation multiples. Analyst Commentary Bearish analysts acknowledge that the revised $7.20 price target reflects a stronger near term backdrop, but continue to frame the name as a Hold, signaling lingering skepticism around the durability of recent operational improvements.
CPS
US$32.84
Cooper-Standard Holdings
7D
-3.5%
1Y
135.2%
DORM
US$125.83
Dorman Products
7D
-0.5%
1Y
-5.0%

DORM: Aging Vehicle Fleet Will Drive Long-Term Heavy-Duty Expansion Upside

Analysts have modestly raised their price target on Dorman Products to $185 from about $173.50, citing the company's resilient aftermarket auto parts demand, secular tailwinds from an aging vehicle fleet and diverse propulsion systems, and its perceived under owned status despite a multi billion dollar market cap. Analyst Commentary Bullish analysts frame Dorman as a differentiated secular growth story in the aftermarket auto parts space, arguing that the stock's valuation still does not fully reflect its positioning across vehicle age cohorts and propulsion types.
ADNT
US$19.37
Adient
7D
-0.7%
1Y
12.0%

ADNT Will Benefit From Post 2026 China Expansion And Margin Upside

Adient's updated analyst price target has been cut significantly from approximately $51 to $28 per share, as analysts weigh a softer medium term outlook and pressured margins against modestly better long term growth prospects and selective Buy rated views tied to post 2026 expansion. Analyst Commentary Recent Street commentary reflects a mixed but gradually improving tone on Adient, with near term estimate cuts offset by selective upside scenarios tied to execution on cost control and growth initiatives.
VC
US$96.96
Visteon
7D
-3.0%
1Y
10.7%

VC: M&A Ambitions And Shareholder Returns Will Shape Balanced Outlook

Analysts have raised their price target on Visteon from 82.00 dollars to 110.00 dollars, citing expectations for faster revenue growth, higher profit margins, and a modestly richer future valuation multiple, despite a slightly higher discount rate. What's in the News Visteon signaled an active M&A agenda, highlighting plans to pursue technology-accretive acquisitions supported by a strong $459 million net cash position and a balanced capital allocation strategy (earnings call).
GT
US$8.73
Goodyear Tire & Rubber
7D
-1.6%
1Y
-1.8%

GT: Q3 Execution And Sector Tailwinds Will Support Balanced Upside Amid Import Headwinds

Analysts have nudged their fair value estimate for Goodyear Tire and Rubber slightly higher, to approximately $9.51 per share from about $9.46, citing resilient Q3 performance, improving growth assumptions, and sector tailwinds tempered by ongoing competitive pressure from low cost imports. Analyst Commentary Recent Street research reflects a generally constructive stance on Goodyear, with target prices trimmed but ratings and broader sector context remaining supportive.
DAN
US$23.63
Dana
7D
3.5%
1Y
100.4%

DAN: Cost Savings And Buybacks Will Drive Stronger Returns Ahead

Analysts have nudged their price target for Dana slightly higher, to approximately $26.43 from about $26.14. They cite marginal improvements in projected profit margins, a modestly lower discount rate, and a slightly higher future earnings multiple, despite slightly weaker revenue growth expectations.
WRD
US$8.83
WeRide
7D
4.5%
1Y
-39.9%
KDK
US$10.44
Kodiak AI
7D
19.2%
1Y
-4.7%