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U.S. Auto Components Industry Analysis

UpdatedJul 14, 2026
DataAggregated Company Financials
Companies56
  • 7D-2.3%
  • 3M1.7%
  • 1Y-4.7%
  • YTD-8.2%

Over the last 7 days, the Auto Components industry has dropped 2.3%, driven by QuantumScape declining 5.4%. On the other hand Mobileye Global is actually up 6.2%. However, the industry is down 4.7% over the past year. As for the next few years, earnings are expected to grow by 33% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 15 Jul 2026US$93.2bUS$148.8b-US$4,109,153,467.8320.2x-22.7x0.6x
Fri, 12 Jun 2026US$96.7bUS$148.8b-US$4,165,102,578.7220.4x-23.2x0.6x
Sun, 10 May 2026US$93.4bUS$148.7b-US$4,217,163,385.4520.2x-22.1x0.6x
Tue, 07 Apr 2026US$89.7bUS$146.6b-US$958,317,897.2217.3x-93.6x0.6x
Thu, 05 Mar 2026US$96.3bUS$146.5b-US$1,459,871,703.4217.4x-66x0.7x
Sat, 31 Jan 2026US$102.0bUS$147.5b-US$890,578,253.4523.6x-114.5x0.7x
Mon, 29 Dec 2025US$100.1bUS$147.6b-US$844,821,780.2519.1x-118.5x0.7x
Wed, 26 Nov 2025US$104.2bUS$150.3b-US$656,668,540.8821.2x-158.7x0.7x
Fri, 24 Oct 2025US$110.7bUS$149.1bUS$74.7m18.5x1482.1x0.7x
Sun, 21 Sep 2025US$116.9bUS$148.9bUS$38.5m18.3x3039.2x0.8x
Tue, 19 Aug 2025US$106.3bUS$148.9bUS$42.7m16.3x2490.3x0.7x
Thu, 17 Jul 2025US$100.2bUS$148.3bUS$279.8m14.6x358.2x0.7x
Sat, 14 Jun 2025US$93.4bUS$148.3bUS$279.9m13.6x333.7x0.6x
Mon, 12 May 2025US$87.5bUS$148.2bUS$239.6m13.4x365.2x0.6x
Wed, 09 Apr 2025US$75.9bUS$149.4bUS$740.8m11.9x102.5x0.5x
Fri, 07 Mar 2025US$86.1bUS$149.3bUS$1.1b17.1x79.4x0.6x
Sun, 02 Feb 2025US$90.6bUS$149.8bUS$2.3b17.5x40.2x0.6x
Tue, 31 Dec 2024US$94.1bUS$150.3bUS$2.4b18x39x0.6x
Thu, 28 Nov 2024US$98.9bUS$150.4bUS$2.1b19.4x46.3x0.7x
Sat, 26 Oct 2024US$94.4bUS$161.9bUS$6.1b19.2x15.5x0.6x
Mon, 23 Sep 2024US$95.0bUS$153.0bUS$6.1b19x15.6x0.6x
Wed, 21 Aug 2024US$97.0bUS$153.0bUS$6.1b18.7x16x0.6x
Fri, 19 Jul 2024US$113.4bUS$153.6bUS$5.0b19.3x22.6x0.7x
Sun, 16 Jun 2024US$108.6bUS$153.6bUS$5.0b18.8x21.6x0.7x
Tue, 14 May 2024US$118.5bUS$153.7bUS$5.1b19.5x23.3x0.8x
Thu, 11 Apr 2024US$122.2bUS$153.8bUS$5.1b19.3x24.1x0.8x
Sat, 09 Mar 2024US$118.6bUS$155.5bUS$5.2b18.6x22.8x0.8x
Mon, 05 Feb 2024US$117.8bUS$157.0bUS$5.2b16.3x22.6x0.8x
Wed, 03 Jan 2024US$132.7bUS$156.2bUS$4.4b17.1x30.3x0.8x
Fri, 01 Dec 2023US$125.2bUS$156.2bUS$4.3b15.2x29.1x0.8x
Sun, 29 Oct 2023US$118.2bUS$155.5bUS$3.3b18.5x36.1x0.8x
Tue, 26 Sep 2023US$134.5bUS$154.6bUS$3.0b21.2x45.1x0.9x
Thu, 24 Aug 2023US$131.4bUS$154.6bUS$3.0b20.9x44.1x0.8x
Sat, 22 Jul 2023US$145.7bUS$153.3bUS$3.3b20.2x44.3x1x
Price to Earnings Ratio

44.3x


Total Market Cap: US$145.7bTotal Earnings: US$3.3bTotal Revenue: US$153.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Components Industry Price to Earnings3Y Average 202.4x202420252026
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 0.70x.
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-0.93%
Consumer Discretionary-0.76%
Auto Components-2.35%
Auto Parts and Equipment-2.31%
Tires and Rubber-4.16%
Industry PE
    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 11% per year.
    • In contrast, the Auto Parts and Equipment industry is expected to see its earnings grow by 33% 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
    		MBLY Mobileye GlobalUS$10.096.2%
    +US$496.9m    		-37.4%PS4.2x
    		LEA LearUS$135.913.5%
    +US$228.4m    		29.1%PE12.9x
    		WRD WeRideUS$6.1212.7%
    +US$227.0m    		-28.8%PS18.8x
    		ALV AutolivUS$121.482.1%
    +US$188.7m    		5.1%PE12.8x
    		DAN DanaUS$27.076.4%
    +US$176.4m    		60.7%PS0.4x

    Latest News

    GTX
    US$31.68
    Garrett Motion
    7D
    -1.8%
    1Y
    186.4%
    WRD
    US$6.12
    WeRide
    7D
    12.7%
    1Y
    -28.8%
    HSAI
    US$15.61
    Hesai Group
    7D
    -3.3%
    1Y
    -35.2%
    QS
    US$6.42
    QuantumScape
    7D
    -5.4%
    1Y
    -40.8%
    KDK
    US$4.53
    Kodiak AI
    7D
    -10.7%
    1Y
    -60.3%
    Narrative Update • Jul 10

    KDK: Freight And Defense Deals Will Drive Future Upside Potential

    The analyst price target for Kodiak AI has moved from $22.00 to $15.00, with analysts pointing to updated assumptions for revenue growth, profit margins, and future P/E as the key drivers of this revision. What’s in the News for Kodiak AI Kodiak AI closed a private placement transaction on May 8, 2026, following previously announced financing plans.
    DAN
    US$27.07
    Dana
    7D
    6.4%
    1Y
    60.7%
    Narrative Update • Jul 10

    DAN: Index Reclassification And Ongoing Buybacks Will Support Future Upside

    Analysts have trimmed their fair value estimate for Dana from $41.14 to $39.43 as they update assumptions around revenue growth, profit margins, and future P/E. This has led to a slightly lower price target narrative for the stock.
    ALV
    US$121.48
    Autoliv
    7D
    2.1%
    1Y
    5.1%
    MBLY
    US$10.09
    Mobileye Global
    7D
    6.2%
    1Y
    -37.4%
    THRM
    US$35.89
    Gentherm
    7D
    4.1%
    1Y
    19.8%
    Narrative Update • Jul 09

    THRM: Share Repurchases And 2026 Guidance Will Support Higher Future Prices

    Analysts have reset their price target on Gentherm to $40.57 from $45.60, reflecting updated views on fair value, discount rates, revenue growth, profit margins, and future price-to-earnings (P/E) assumptions. What’s in the News for Gentherm Gentherm reported that, from January 1, 2026 to March 31, 2026, it repurchased 0 shares for US$0 million under its existing share buyback program.
    APTV
    US$58.06
    Aptiv
    7D
    -1.3%
    1Y
    -16.2%
    XPEL
    US$44.21
    XPEL
    7D
    -11.7%
    1Y
    26.1%
    Narrative Update • Jul 07

    XPEL: Manufacturing Expansion And Buybacks Will Support Balanced Long Term Outlook

    Analysts have trimmed their price target on XPEL to $51.67 from $55.33, citing updated assumptions for revenue growth, profit margins, and future P/E following recent research commentary, including the downgrade at Freedom Broker. What’s in the News for XPEL InvestingPro highlighted XPEL, Inc.
    HLLY
    US$2.65
    Holley
    7D
    7.7%
    1Y
    30.5%
    Narrative Update • Jul 03

    HLLY: Share Repurchases And Product Expansion Will Support The Bullish Case

    Holley’s analyst price target has been revised lower to $3.50 from $4.50, as analysts factor in updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E following recent target cuts from Raymond James and Canaccord. Analyst Commentary on Holley Recent research updates on Holley reflect a more cautious tone, with bearish analysts trimming price targets and reassessing assumptions around valuation, growth, and execution risks.
    PATK
    US$84.28
    Patrick Industries
    7D
    -3.9%
    1Y
    -13.7%
    GT
    US$6.66
    Goodyear Tire & Rubber
    7D
    -5.1%
    1Y
    -39.1%
    Seeking Alpha • Jul 01

    Goodyear Is Having Another Bad Year (Rating Downgrade)

    Summary The Goodyear Tire & Rubber Company is trailing its financial targets set back in 2023. GT's earnings continue to decline. The company hasn't managed to stabilize unit sales, ultimately pressuring earnings despite Goodyear Forward savings. The sales decline mainly reflects GT's weak competitive positioning, but also a challenging macro environment in 2026. High debt makes GT stock's risk-to-reward unfavorable. The company may get buried in debt. Read the full article on Seeking Alpha
    STRT
    US$80.72
    Strattec Security
    7D
    6.7%
    1Y
    28.1%
    Seeking Alpha • Jun 28

    Strattec Security: Performing Well Despite Industry Challenges

    Summary Strattec Security's stock demonstrates resilience, outperforming despite a 4.5% YoY Q3 revenue decline and missed analysts' estimates. STRT's restructuring efforts yielded $1.7M in Q3 savings and improved gross margin to 16.46%, with further $800K annualized savings expected from Mexico operations. Growth strategies include expanding content with existing customers, diversifying the customer base, and innovating engineered-led access systems across three key product categories. Strattec is valued attractively and positioned well for an eventual recovery in the automotive market. Read the full article on Seeking Alpha
    LEA
    US$135.91
    Lear
    7D
    3.5%
    1Y
    29.1%