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U.S. Auto Components Industry Analysis

UpdatedMay 27, 2026
DataAggregated Company Financials
Companies53
  • 7D9.6%
  • 3M-2.5%
  • 1Y12.2%
  • YTD-1.7%

In the last week, the Auto Components industry is up 9.6%, with BorgWarner leading the way, up 12%. In the last 12 months, the industry was up 12%. Looking forward, earnings are forecast to grow by 31% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 27 May 2026US$96.0bUS$148.8b-US$4,175,055,700.4719.5x-23x0.6x
Fri, 24 Apr 2026US$94.8bUS$155.6b-US$448,057,236.0818.6x-211.5x0.6x
Sun, 22 Mar 2026US$87.0bUS$146.5b-US$960,705,590.8816.1x-90.5x0.6x
Tue, 17 Feb 2026US$109.0bUS$148.8b-US$896,044,612.6221.7x-121.6x0.7x
Thu, 15 Jan 2026US$106.8bUS$147.6b-US$834,032,539.1823x-128.1x0.7x
Sat, 13 Dec 2025US$102.1bUS$147.6b-US$843,597,567.1518.9x-121x0.7x
Mon, 10 Nov 2025US$111.4bUS$150.2b-US$284,775,927.0322.4x-391x0.7x
Wed, 08 Oct 2025US$117.2bUS$148.9bUS$37.6m18.3x3120.4x0.8x
Fri, 05 Sep 2025US$107.7bUS$148.9bUS$39.7m17.3x2715.4x0.7x
Sun, 03 Aug 2025US$97.3bUS$148.8b-US$300,464,224.2015.1x-323.8x0.7x
Tue, 01 Jul 2025US$96.8bUS$148.3bUS$279.1m13.9x347x0.7x
Thu, 29 May 2025US$92.2bUS$148.3bUS$282.6m14x326.4x0.6x
Sat, 26 Apr 2025US$81.1bUS$149.6bUS$908.5m14.6x89.2x0.5x
Mon, 24 Mar 2025US$88.2bUS$149.4bUS$737.4m15.6x119.6x0.6x
Wed, 19 Feb 2025US$91.9bUS$149.4bUS$1.2b18.8x78.8x0.6x
Fri, 17 Jan 2025US$91.9bUS$150.3bUS$2.4b19.1x38.1x0.6x
Sun, 15 Dec 2024US$94.3bUS$150.3bUS$2.4b19.3x38.9x0.6x
Tue, 12 Nov 2024US$97.7bUS$159.4bUS$2.2b20.2x45.2x0.6x
Thu, 10 Oct 2024US$93.6bUS$153.0bUS$6.1b18.1x15.4x0.6x
Sat, 07 Sep 2024US$90.8bUS$153.0bUS$6.1b17.9x15x0.6x
Mon, 05 Aug 2024US$96.2bUS$153.2bUS$6.1b18.1x15.6x0.6x
Wed, 03 Jul 2024US$106.7bUS$153.6bUS$5.0b17.9x21.2x0.7x
Fri, 31 May 2024US$115.1bUS$153.6bUS$5.0b19.9x22.9x0.7x
Sun, 28 Apr 2024US$114.2bUS$153.7bUS$5.0b18.5x22.7x0.7x
Tue, 26 Mar 2024US$124.0bUS$155.5bUS$5.2b19.7x23.8x0.8x
Thu, 22 Feb 2024US$115.3bUS$155.6bUS$5.3b17.7x21.8x0.7x
Sat, 20 Jan 2024US$115.0bUS$156.2bUS$4.4b16.9x26.2x0.7x
Mon, 18 Dec 2023US$131.0bUS$156.2bUS$4.3b16.1x30.4x0.8x
Wed, 15 Nov 2023US$117.1bUS$156.2bUS$4.3b15x27.2x0.7x
Fri, 13 Oct 2023US$130.9bUS$154.6bUS$3.0b20.4x43.9x0.8x
Sun, 10 Sep 2023US$132.7bUS$154.6bUS$3.0b21.1x44.5x0.9x
Tue, 08 Aug 2023US$145.0bUS$156.6bUS$3.3b17.5x43.7x0.9x
Thu, 06 Jul 2023US$137.5bUS$152.7bUS$3.3b17.2x41.4x0.9x
Sat, 03 Jun 2023US$132.6bUS$149.4bUS$3.1b17.6x43.1x0.9x
Price to Earnings Ratio

43.1x


Total Market Cap: US$132.6bTotal Earnings: US$3.1bTotal Revenue: US$149.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Components Industry Price to Earnings3Y Average 205.4x202420252026
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 0.71x.
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 Market2.46%
Consumer Discretionary3.90%
Auto Components9.61%
Auto Parts and Equipment9.65%
Tires and Rubber7.66%
Industry PE
    Forecasted Growth
    • Analysts are most optimistic on the Auto Parts and Equipment industry, expecting annual earnings growth of 31% 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 31% 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
    		BWA BorgWarnerUS$68.2611.7%
    +US$1.5b    		103.2%PE38.7x
    		APTV AptivUS$58.7611.8%
    +US$1.3b    		-14.1%PE34.1x
    		ALV AutolivUS$127.2610.1%
    +US$876.6m    		22.3%PE13.4x
    		QS QuantumScapeUS$8.7119.3%
    +US$867.4m    		118.3%PB4.8x
    		GTX Garrett MotionUS$33.9013.5%
    +US$756.2m    		200.5%PE18.5x

    Latest News

    QS
    US$8.71
    QuantumScape
    7D
    19.3%
    1Y
    118.3%
    GTX
    US$33.90
    Garrett Motion
    7D
    13.5%
    1Y
    200.5%
    VC
    US$116.66
    Visteon
    7D
    11.1%
    1Y
    35.8%
    BWA
    US$68.26
    BorgWarner
    7D
    11.7%
    1Y
    103.2%
    LEA
    US$143.42
    Lear
    7D
    11.4%
    1Y
    55.7%
    Narrative Update • May 23

    LEA: Content Tailwinds And 2026 Cash Generation Will Shape Balanced Risk Reward

    Analysts have slightly raised the price target on Lear to $146.0 to align with a modestly higher fair value estimate, citing updated sector models that, in their view, indicate favorable risk/reward and potential content tailwinds in auto supply through 2027. Analyst Commentary Recent research on Lear shows a mix of optimism and caution, with several price target changes in both directions and a fresh initiation of coverage.
    KDK
    US$7.63
    Kodiak AI
    7D
    -4.5%
    1Y
    -32.4%
    APTV
    US$58.76
    Aptiv
    7D
    11.8%
    1Y
    -14.1%
    Narrative Update • May 20

    APTV: Versigent Spin Off Reset Will Shape Future Upside Potential

    Analysts have trimmed the Aptiv fair value estimate from $74.00 to $65.00, reflecting a mix of lower price targets across the Street after the Versigent spin off, a slightly higher discount rate, more cautious revenue and margin assumptions, and a lower future P/E multiple, despite some firms still highlighting upside potential. Analyst Commentary Recent Street research around Aptiv has leaned more cautious, with several bearish analysts trimming price targets following the Versigent spin off and updating their models.
    SSM
    US$3.85
    Sono Group
    7D
    -3.8%
    1Y
    -65.0%
    DAN
    US$35.19
    Dana
    7D
    9.5%
    1Y
    104.1%
    VGNT
    US$41.10
    Versigent
    7D
    -3.5%
    1Y
    n/a
    ALV
    US$127.26
    Autoliv
    7D
    10.1%
    1Y
    22.3%
    REE
    US$0.39
    REE Automotive
    7D
    -3.1%
    1Y
    -50.7%
    CAAS
    US$4.66
    China Automotive Systems
    7D
    -2.3%
    1Y
    12.3%
    Seeking Alpha • Apr 25

    China Automotive Systems: Still Worth Being Bullish On

    Summary The latest report from CAAS brings to the forefront the fact that the company continues to do much better than its sluggish stock performance would suggest. The near-term outlook has become more convoluted due to the war in the Middle East, but the eventual impact may not be so bad and may even be beneficial. Growth in the top and the bottom line combined with a stagnant stock price has pushed valuations down to the point CAAS is arguably worth the risk. There are risks, but a strong balance sheet and low valuations make them acceptable, which is why I am bullish on CAAS with a buy rating. Read the full article on Seeking Alpha