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U.S. Auto Components Industry Analysis

UpdatedNov 07, 2025
DataAggregated Company Financials
Companies59
  • 7D-0.2%
  • 3M9.6%
  • 1Y16.3%
  • YTD14.5%

The Auto Components is pretty flat in the last 7 days, but Solid Power has stood out, gaining 27%. As for the the longer term, the industry is up 16% over the past 12 months. As for the next few years, earnings are expected to grow by 41% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 07 Nov 2025US$112.4bUS$150.1b-US$284,808,760.6121.4x-394.7x0.7x
Sun, 05 Oct 2025US$117.4bUS$148.9bUS$37.6m18.9x3123.7x0.8x
Tue, 02 Sep 2025US$108.8bUS$148.9bUS$39.2m17.1x2777.7x0.7x
Thu, 31 Jul 2025US$99.5bUS$148.5bUS$345.3m15.5x288.1x0.7x
Sat, 28 Jun 2025US$97.1bUS$148.3bUS$279.5m13.9x347.5x0.7x
Mon, 26 May 2025US$89.1bUS$148.2bUS$269.5m13.5x330.5x0.6x
Wed, 23 Apr 2025US$74.0bUS$149.4bUS$779.4m13.1x94.9x0.5x
Fri, 21 Mar 2025US$89.1bUS$149.4bUS$737.3m15.8x120.9x0.6x
Sun, 16 Feb 2025US$91.9bUS$149.4bUS$1.4b18x65.2x0.6x
Tue, 14 Jan 2025US$88.0bUS$150.3bUS$2.4b17.9x36.5x0.6x
Thu, 12 Dec 2024US$95.1bUS$150.3bUS$2.4b19.8x39.2x0.6x
Sat, 09 Nov 2024US$98.0bUS$160.9bUS$2.1b18.2x47x0.6x
Mon, 07 Oct 2024US$95.5bUS$153.0bUS$6.1b18.4x15.7x0.6x
Wed, 04 Sep 2024US$98.6bUS$153.0bUS$6.1b17.9x16.2x0.6x
Fri, 02 Aug 2024US$106.2bUS$153.3bUS$5.5b19.3x19.3x0.7x
Sun, 30 Jun 2024US$108.0bUS$153.6bUS$5.0b18x21.5x0.7x
Tue, 28 May 2024US$115.0bUS$153.6bUS$5.0b19.6x22.9x0.7x
Thu, 25 Apr 2024US$114.1bUS$153.8bUS$5.1b18.4x22.3x0.7x
Sat, 23 Mar 2024US$124.0bUS$155.5bUS$5.2b19.8x23.8x0.8x
Mon, 19 Feb 2024US$117.2bUS$155.8bUS$4.8b18.6x24.4x0.8x
Wed, 17 Jan 2024US$117.5bUS$156.2bUS$4.4b16.4x26.8x0.8x
Fri, 15 Dec 2023US$128.5bUS$156.2bUS$4.3b16.5x29.8x0.8x
Sun, 12 Nov 2023US$115.2bUS$156.2bUS$4.3b14.2x26.9x0.7x
Tue, 10 Oct 2023US$131.0bUS$154.6bUS$3.0b20.4x43.9x0.8x
Thu, 07 Sep 2023US$134.3bUS$154.6bUS$3.0b21.3x45x0.9x
Sat, 05 Aug 2023US$141.8bUS$156.6bUS$3.3b17.2x42.8x0.9x
Mon, 03 Jul 2023US$137.3bUS$152.7bUS$3.3b17.5x41.4x0.9x
Wed, 31 May 2023US$132.5bUS$149.4bUS$3.1b17.1x43.1x0.9x
Fri, 28 Apr 2023US$125.0bUS$145.9bUS$3.3b17.6x37.9x0.9x
Sun, 26 Mar 2023US$131.5bUS$145.6bUS$3.3b18.1x40.4x0.9x
Tue, 21 Feb 2023US$148.4bUS$145.1bUS$3.4b18.4x43.9x1x
Thu, 19 Jan 2023US$125.4bUS$145.0bUS$3.4b16.9x36.6x0.9x
Sat, 17 Dec 2022US$116.8bUS$145.0bUS$3.4b14.6x34.1x0.8x
Mon, 14 Nov 2022US$102.7bUS$143.3bUS$3.1b21.1x32.6x0.7x
Price to Earnings Ratio

32.6x


Total Market Cap: US$102.7bTotal Earnings: US$3.1bTotal Revenue: US$143.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Components Industry Price to Earnings3Y Average 234.2x202320242025
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 0.75x.
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-1.75%
Consumer Discretionary1.27%
Auto Components-0.16%
Tires and Rubber13.02%
Auto Parts and Equipment-0.40%
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 39.8%, which is higher than its past year's earnings decline of 12.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Tires and Rubber industry, expecting annual earnings growth of 89% over the next 5 years.
  • In contrast, the Auto Parts and Equipment industry is expected to see its earnings grow by 40% 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
SLDP Solid PowerUS$6.7526.6%
+US$317.7m		472.0%PS64.8x
LCII LCI IndustriesUS$108.0012.9%
+US$294.4m		-6.2%PE14.6x
ALV AutolivUS$119.913.1%
+US$270.4m		20.4%PE12.1x
GT Goodyear Tire & RubberUS$7.8113.0%
+US$258.3m		-20.5%PS0.1x
BWA BorgWarnerUS$45.012.0%
+US$186.1m		28.4%PE70.8x

Latest News

ADNT
US$18.98
Adient
7D
-18.0%
1Y
-4.5%
SLDP
US$6.75
Solid Power
7D
26.6%
1Y
472.0%
WRD
US$8.56
WeRide
7D
-19.2%
1Y
-45.3%
LCII
US$108.00
LCI Industries
7D
12.9%
1Y
-6.2%
PATK
US$104.13
Patrick Industries
7D
3.3%
1Y
23.2%

PATK: Future Returns Will Depend On Demand Stabilization And Inventory Normalization

Patrick Industries' analyst fair value estimate has risen from $108 to $110.20, as analysts remain optimistic about improved revenue growth in the RV sector despite near-term demand challenges and an uncertain macro environment. Analyst Commentary Recent analyst updates highlight both optimism about Patrick Industries' long-term opportunities and caution regarding current market conditions.
GT
US$7.81
Goodyear Tire & Rubber
7D
13.0%
1Y
-20.5%
DORM
US$129.33
Dorman Products
7D
-3.8%
1Y
-3.0%
LEA
US$108.41
Lear
7D
4.7%
1Y
11.8%

LEA: Future Performance Will Reflect Shifting Auto Demand And Competitive Pressures

The analyst price target for Lear has increased by $1.67 to $117.58, as analysts point to improving risk and reward dynamics and the potential for stronger earnings growth in coming years. Analyst Commentary Recent research updates have highlighted a range of viewpoints on Lear's outlook, reflecting both optimism and caution among covering analysts.
ECX
US$2.64
ECARX Holdings
7D
10.9%
1Y
43.5%
BWA
US$45.01
BorgWarner
7D
2.0%
1Y
28.4%

BWA: Expanding China Contracts And Sector Demand Will Drive Upside Momentum

BorgWarner's analyst price target has been increased from $47 to approximately $49.21 per share. Analysts cite ongoing confidence in industry demand, supportive sales trends, and recent upward revisions in sector outlooks as the reasons for this adjustment.
HSAI
US$22.11
Hesai Group
7D
-4.7%
1Y
375.5%

HSAI: Global Demand For ADAS Technology Will Drive Long-Term Upside

Hesai Group’s analyst price target has been raised modestly, reflecting a slight uptick from $30.36 to $30.43 as analysts cite strengthening LiDAR adoption trends and increased confidence in future growth prospects. Analyst Commentary Recent research from major financial institutions highlights both optimism and caution regarding Hesai Group’s future performance, with particular focus on LiDAR adoption, global market expansion, and forward-looking earnings projections.
CPS
US$28.65
Cooper-Standard Holdings
7D
-19.9%
1Y
80.0%
MOD
US$149.09
Modine Manufacturing
7D
-2.7%
1Y
17.1%

New Data Center Expansion And Facility Growth Will Drive Steady Outlook

Analysts have raised their price target for Modine Manufacturing from $170 to $174. They cite slight improvements in profit margin forecasts and a modest adjustment to the discount rate as reasons for the change.
ALV
US$119.91
Autoliv
7D
3.1%
1Y
20.4%

New Mobility Trends and Reclined Seating Technology Will Unlock Potential

Narrative Update on Autoliv Analysts have increased their fair value estimate for Autoliv from $135.21 to $135.98, citing updated forecasts and adjusted assumptions in growth and profitability expectations. What's in the News Issued financial guidance for the full year 2025, expecting around 3% organic sales growth, approximately 1% FX effect on net sales, and an adjusted operating margin in the 10 to 10.5% range, with anticipated operating cash flow of $1.2 billion (Key Developments).
MBLY
US$12.58
Mobileye Global
7D
-2.1%
1Y
-23.8%

Shifting Market Dynamics Will Shape Single-Chip System Adoption Outlook

Mobileye Global's consensus analyst price target has edged down from $19.67 to $19.28, as analysts cite ongoing market caution, revised production estimates, and a more conservative outlook amid sector uncertainties. Analyst Commentary Recent Street research on Mobileye Global reflects a divided outlook, with some analysts raising expectations in select areas while others adopt a more conservative stance.
KDK
US$7.37
Kodiak AI
7D
-22.6%
1Y
-32.2%