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U.S. Auto Components Industry Analysis

UpdatedAug 29, 2025
DataAggregated Company Financials
Companies58
  • 7D4.7%
  • 3M22.0%
  • 1Y15.6%
  • YTD15.2%

In the last week, the Auto Components industry is up 4.7%, with Aptiv up 8.0%. This takes the industry's 12 month performance to a gain of 16%. As for the next few years, earnings are expected to grow by 32% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 29 Aug 2025US$110.0bUS$148.9bUS$39.2m17.3x2808.4x0.7x
Sun, 27 Jul 2025US$102.7bUS$148.5bUS$344.0m15.8x298.6x0.7x
Tue, 24 Jun 2025US$91.2bUS$148.3bUS$279.9m13.6x326x0.6x
Thu, 22 May 2025US$91.6bUS$148.2bUS$235.2m13.6x389.4x0.6x
Sat, 19 Apr 2025US$74.6bUS$149.4bUS$779.9m12.2x95.6x0.5x
Mon, 17 Mar 2025US$89.7bUS$149.4bUS$736.8m15.7x121.7x0.6x
Wed, 12 Feb 2025US$89.7bUS$149.8bUS$1.1b17.5x85.1x0.6x
Fri, 10 Jan 2025US$90.2bUS$150.3bUS$2.4b18x37.4x0.6x
Sun, 08 Dec 2024US$94.0bUS$150.3bUS$2.4b19.6x38.7x0.6x
Tue, 05 Nov 2024US$94.0bUS$161.4bUS$2.0b16.7x48x0.6x
Thu, 03 Oct 2024US$97.4bUS$153.0bUS$6.1b18.4x16x0.6x
Sat, 31 Aug 2024US$97.2bUS$153.0bUS$6.1b19.3x16x0.6x
Mon, 29 Jul 2024US$104.8bUS$153.6bUS$5.1b19.4x20.4x0.7x
Wed, 26 Jun 2024US$110.1bUS$153.6bUS$5.0b18.2x21.9x0.7x
Fri, 24 May 2024US$116.3bUS$153.6bUS$5.0b19x23.1x0.8x
Sun, 21 Apr 2024US$112.1bUS$153.8bUS$5.1b17.8x21.9x0.7x
Tue, 19 Mar 2024US$118.8bUS$155.5bUS$5.2b19.8x22.8x0.8x
Thu, 15 Feb 2024US$114.0bUS$154.1bUS$4.7b18.3x24.4x0.7x
Sat, 13 Jan 2024US$117.5bUS$156.2bUS$4.4b16.3x26.8x0.8x
Mon, 11 Dec 2023US$124.2bUS$156.2bUS$4.3b15.3x28.8x0.8x
Wed, 08 Nov 2023US$116.5bUS$156.4bUS$4.4b14.9x26.5x0.7x
Fri, 06 Oct 2023US$130.3bUS$154.6bUS$3.0b20.1x43.7x0.8x
Sun, 03 Sep 2023US$137.2bUS$154.6bUS$3.0b21.5x46x0.9x
Tue, 01 Aug 2023US$147.3bUS$153.0bUS$3.2b20.8x45.6x1x
Thu, 29 Jun 2023US$134.1bUS$149.4bUS$3.1b17.5x43.5x0.9x
Sat, 27 May 2023US$132.5bUS$149.4bUS$3.1b17.4x43.1x0.9x
Mon, 24 Apr 2023US$134.1bUS$145.9bUS$3.3b18.1x40.7x0.9x
Wed, 22 Mar 2023US$135.2bUS$145.6bUS$3.2b18.2x41.7x0.9x
Fri, 17 Feb 2023US$149.1bUS$147.2bUS$3.1b21x47.6x1x
Sun, 15 Jan 2023US$125.9bUS$145.0bUS$3.4b16.9x36.7x0.9x
Tue, 13 Dec 2022US$119.9bUS$145.0bUS$3.4b16.3x35x0.8x
Thu, 10 Nov 2022US$92.2bUS$143.3bUS$3.2b20x29x0.6x
Sat, 08 Oct 2022US$86.3bUS$137.2bUS$3.4b18.5x25.3x0.6x
Mon, 05 Sep 2022US$95.1bUS$137.2bUS$3.4b19.8x27.9x0.7x
Price to Earnings Ratio

27.9x


Total Market Cap: US$95.1bTotal 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 92.3x202320242025
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 92.3x.
  • 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 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 Market2.28%
Consumer Discretionary4.18%
Auto Components4.67%
Auto Parts and Equipment4.70%
Tires and Rubber3.27%
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
APTV AptivUS$80.308.0%
+US$1.3b		13.2%PE17.3x
HSAI Hesai GroupUS$26.8316.3%
+US$499.4m		577.5%PE245.7x
MOD Modine ManufacturingUS$142.435.6%
+US$395.8m		22.9%PE39.8x
LEA LearUS$109.636.3%
+US$348.0m		-5.4%PE12.4x
ALV AutolivUS$124.223.4%
+US$318.0m		22.8%PE13.3x

Latest News

MOD
US$142.43
Modine Manufacturing
7D
5.6%
1Y
22.9%
LEA
US$109.63
Lear
7D
6.3%
1Y
-5.4%
DORM
US$161.50
Dorman Products
7D
5.5%
1Y
44.7%

North American Aging Vehicles Will Sustain Aftermarket Demand

Analysts have raised their price target for Dorman Products to $164.17, citing continued robust demand in the Light Duty segment, a strong innovation-driven growth outlook, and its defensive position in the automotive aftermarket. Analyst Commentary Bullish analysts see sustained strong demand in the core Light Duty segment, with no signs of slowdown.
APTV
US$80.30
Aptiv
7D
8.0%
1Y
13.2%

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.
GTX
US$13.05
Garrett Motion
7D
-0.3%
1Y
56.1%

Light Vehicle Wins Will Shape Prospects Amid ICE Risks

Garrett Motion's consensus price target was raised to $15.00 as analysts responded to improved profitability, evidenced by a higher net profit margin and a notably lower future P/E. What's in the News Garrett Motion raised full-year 2025 earnings guidance, now expecting net sales of $3.4–$3.6 billion and net income of $233–$278 million, up from previous forecasts.
BWA
US$42.91
BorgWarner
7D
2.6%
1Y
26.6%
KNDI
US$1.49
Kandi Technologies Group
7D
-5.7%
1Y
-16.3%
HSAI
US$26.83
Hesai Group
7D
16.3%
1Y
577.5%

LiDAR And ADAS Expansion Will Broaden Global Reach

Hesai Group’s analyst price target was raised to $27.45, reflecting increased confidence driven by stronger earnings forecasts, accelerating LiDAR adoption, and anticipated margin improvements from overseas expansion and new revenue streams. Analyst Commentary Raised 2025 earnings forecast by 10% and 2026-27 earnings by 2% following strong Q2 results Growing LiDAR adoption in China resulting in ongoing market share gains Anticipation of margin enhancement from increasing overseas projects Expected revenue growth from robotaxi and smart home appliance segments beginning in 2026 Bullish analysts cite positive post-earnings momentum and expanded addressable market as justification for higher price targets What's in the News Hesai will unveil ETX, a new automotive-grade ultra-long-range lidar for L3 autonomous driving, at IAA Mobility 2025, featuring proprietary photon vector technology and compact behind-the-windshield integration.
ALV
US$124.22
Autoliv
7D
3.4%
1Y
22.8%

Fewer Investors Than Expected Jumping On Autoliv, Inc. (NYSE:ALV)

Aug 16
Fewer Investors Than Expected Jumping On Autoliv, Inc. (NYSE:ALV)
LAZR
US$1.76
Luminar Technologies
7D
-11.6%
1Y
-88.5%

Unified Halo And LiDAR Integration Will Improve Operations

A sharp decline in net profit margin alongside a rising future P/E multiple suggests deteriorating profitability and richer valuation, prompting analysts to significantly lower Luminar Technologies’ fair value from $4.33 to $3.00. What's in the News Company expects Q3 2025 revenue of $17 million to $19 million.
DAN
US$20.35
Dana
7D
8.7%
1Y
82.2%
SLDP
US$4.57
Solid Power
7D
-4.4%
1Y
219.6%

BMW And SK On Ties Will Fuel Potential Despite Risks

Solid Power’s consensus price target has risen notably as analysts assign a higher future P/E multiple despite a higher discount rate, indicating increased optimism for long-term earnings potential; the new fair value is $2.50. What's in the News Solid Power, Inc.
ECX
US$1.58
ECARX Holdings
7D
-4.2%
1Y
-11.2%
CREV
US$4.16
Carbon Revolution
7D
-4.6%
1Y
-27.9%