Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Auto Components Industry Analysis

UpdatedMay 04, 2026
DataAggregated Company Financials
Companies57
  • 7D-0.5%
  • 3M-6.9%
  • 1Y18.9%
  • YTD-6.7%

The Auto Components is pretty flat in the last 7 days, but Garrett Motion has stood out, gaining 23%. As for the the longer term, the industry is up 19% over the past 12 months. Earnings are forecast to grow by 33% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 04 May 2026US$95.6bUS$156.0b-US$4,221,487,141.5818.7x-22.6x0.6x
Wed, 01 Apr 2026US$86.2bUS$146.6b-US$960,551,011.3617.5x-89.7x0.6x
Fri, 27 Feb 2026US$102.7bUS$149.0b-US$1,033,906,621.3619.5x-99.4x0.7x
Sun, 25 Jan 2026US$103.8bUS$147.5b-US$890,266,843.3524.5x-116.6x0.7x
Tue, 23 Dec 2025US$100.9bUS$147.6b-US$844,049,352.4719.2x-119.5x0.7x
Thu, 20 Nov 2025US$103.1bUS$150.2b-US$761,747,460.1622.7x-135.4x0.7x
Sat, 18 Oct 2025US$111.9bUS$148.9bUS$37.9m17.8x2951x0.8x
Mon, 15 Sep 2025US$111.8bUS$148.9bUS$38.9m17.8x2875.9x0.8x
Wed, 13 Aug 2025US$100.0bUS$148.8bUS$32.5m16.5x3079.1x0.7x
Fri, 11 Jul 2025US$101.0bUS$148.3bUS$279.6m15x361.4x0.7x
Sun, 08 Jun 2025US$91.2bUS$148.3bUS$282.3m13.5x322.9x0.6x
Tue, 06 May 2025US$82.9bUS$149.0bUS$626.7m16.4x132.3x0.6x
Thu, 03 Apr 2025US$84.8bUS$149.4bUS$737.3m13.8x115x0.6x
Sat, 01 Mar 2025US$87.9bUS$149.3bUS$1.1b17.5x81x0.6x
Mon, 27 Jan 2025US$94.0bUS$150.3bUS$2.4b19x38.9x0.6x
Wed, 25 Dec 2024US$92.5bUS$150.3bUS$2.4b18x38.3x0.6x
Fri, 22 Nov 2024US$96.5bUS$159.3bUS$2.2b19.5x44.8x0.6x
Sun, 20 Oct 2024US$98.6bUS$162.2bUS$6.1b20.1x16.1x0.6x
Tue, 17 Sep 2024US$91.4bUS$153.0bUS$6.1b19.1x15.1x0.6x
Thu, 15 Aug 2024US$94.0bUS$153.0bUS$6.1b18.5x15.5x0.6x
Sat, 13 Jul 2024US$110.2bUS$153.6bUS$5.0b18.4x21.9x0.7x
Mon, 10 Jun 2024US$117.5bUS$153.6bUS$5.0b19.5x23.4x0.8x
Wed, 08 May 2024US$118.2bUS$153.7bUS$5.1b18.6x23.4x0.8x
Fri, 05 Apr 2024US$121.2bUS$153.8bUS$5.1b19.5x23.9x0.8x
Sun, 03 Mar 2024US$118.9bUS$155.6bUS$5.2b19.5x22.7x0.8x
Tue, 30 Jan 2024US$119.3bUS$156.8bUS$4.5b16.8x26.4x0.8x
Thu, 28 Dec 2023US$136.0bUS$156.2bUS$4.3b16.9x31.6x0.9x
Sat, 25 Nov 2023US$127.2bUS$156.2bUS$4.3b15.2x29.6x0.8x
Mon, 23 Oct 2023US$123.7bUS$154.9bUS$3.0b19.6x41.1x0.8x
Wed, 20 Sep 2023US$134.6bUS$154.6bUS$3.0b20.8x45.1x0.9x
Fri, 18 Aug 2023US$132.1bUS$154.6bUS$3.0b20.7x44.3x0.9x
Sun, 16 Jul 2023US$146.3bUS$152.7bUS$3.3b18.8x44.1x1x
Tue, 13 Jun 2023US$133.6bUS$149.4bUS$3.1b18.5x43.4x0.9x
Thu, 11 May 2023US$125.1bUS$147.5bUS$2.9b17.8x42.7x0.8x
Price to Earnings Ratio

42.7x


Total Market Cap: US$125.1bTotal Earnings: US$2.9bTotal Revenue: US$147.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Components Industry Price to Earnings3Y Average 206.7x202420252026
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 0.71x.
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 Market0.91%
Consumer Discretionary0.69%
Auto Components-0.50%
Auto Parts and Equipment-0.49%
Tires and Rubber-0.83%
Industry PE
    Forecasted Growth
    • Analysts are most optimistic on the Tires and Rubber industry, expecting annual earnings growth of 104% over the next 5 years.
    • 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
    		GTX Garrett MotionUS$25.8723.8%
    +US$934.5m    		131.8%PE14.2x
    		BWA BorgWarnerUS$56.772.5%
    +US$284.4m    		92.8%PE42.2x
    		LEA LearUS$132.415.4%
    +US$273.8m    		49.8%PE15.2x
    		VGNT VersigentUS$37.076.1%
    +US$151.3m    		n/aPE5x
    		QS QuantumScapeUS$7.262.8%
    +US$123.0m    		87.6%PB4x

    Latest News

    GTX
    US$25.87
    Garrett Motion
    7D
    23.8%
    1Y
    131.8%
    PATK
    US$88.94
    Patrick Industries
    7D
    -7.7%
    1Y
    7.3%
    BWA
    US$56.77
    BorgWarner
    7D
    2.5%
    1Y
    92.8%

    BorgWarner: Time To Change The Thesis (Rating Downgrade)

    May 04
    APTV
    US$60.49
    Aptiv
    7D
    0.7%
    1Y
    2.9%

    APTV: Versigent Spin Off And Margin Profile Will Shape Future Upside

    Analysts have reduced their average Aptiv price targets by a double-digit dollar amount, broadly citing recent target cuts across banks along with modest adjustments to revenue growth, profit margin and P/E assumptions, while the model-derived fair value remains $74.00. Analyst Commentary Recent research on Aptiv shows a cluster of price target cuts alongside a few more constructive opinions, giving you a mixed but generally cautious research backdrop to weigh against the model based fair value of $74.00.
    LEA
    US$132.41
    Lear
    7D
    5.4%
    1Y
    49.8%
    PHIN
    US$74.02
    PHINIA
    7D
    2.6%
    1Y
    76.5%
    DORM
    US$112.88
    Dorman Products
    7D
    2.4%
    1Y
    -1.8%

    DORM: Tariff Noise And Guidance Reset Will Support Margin And Cash Flow Visibility

    Narrative Update The analyst price target on Dorman Products has moved slightly lower by $0.75. Analysts cited reduced longer term estimates, updated guidance and recent target cuts that still reflect confidence in demand trends, margins and cash generation despite near term tariff and guidance noise.
    VGNT
    US$37.07
    Versigent
    7D
    6.1%
    1Y
    n/a
    GNTX
    US$22.75
    Gentex
    7D
    -4.7%
    1Y
    5.2%

    Gentex: Step Function Change Leads To Value Unlock

    May 01
    VC
    US$110.85
    Visteon
    7D
    -2.0%
    1Y
    37.6%

    Investors Can Find Comfort In Visteon's (NASDAQ:VC) Earnings Quality

    May 01
    Investors Can Find Comfort In Visteon's (NASDAQ:VC) Earnings Quality
    HSAI
    US$22.01
    Hesai Group
    7D
    -6.0%
    1Y
    22.6%

    HSAI: Future Profitability Hinges On Execution Of Spatial Intelligence Shift

    Analysts have adjusted Hesai Group's fair value estimate to $25.22 from $24.03, reflecting updated assumptions on discount rate, revenue growth, profit margins, and a higher future P/E, informed by a mix of newly bullish initiations and a recent price target cut on the Street. Analyst Commentary Recent Street research around Hesai Group has been mixed.
    WRD
    US$7.64
    WeRide
    7D
    -6.5%
    1Y
    11.5%
    KDK
    US$8.35
    Kodiak AI
    7D
    -4.6%
    1Y
    -25.8%

    Kodiak AI: Strong In Unstructured Environments, But Short Cash Runway Is A Concern

    Apr 30
    MBLY
    US$8.74
    Mobileye Global
    7D
    -3.0%
    1Y
    -39.9%

    MBLY: ADAS Monetization And Contract Wins Will Face Heightened Execution Scrutiny

    Narrative Update on Mobileye Global The updated analyst price target for Mobileye Global reflects a reduction of $1.50 in fair value estimates. Analysts are incorporating slightly higher discount rates, more measured revenue growth and profit margin assumptions, and a lower forward P/E multiple into their models.
    QS
    US$7.26
    QuantumScape
    7D
    2.8%
    1Y
    87.6%
    DAN
    US$35.87
    Dana
    7D
    -6.8%
    1Y
    146.9%

    DAN: Expanded Buybacks And Higher Dividend Will Support Balanced Future Returns

    Analysts have adjusted their price target for Dana to $40.71 from $39.57 as they factor in updated assumptions for the discount rate, revenue growth, profit margin, and future P/E expectations. What's in the News Dana expanded its equity buyback plan on February 11, 2026, increasing the authorization by US$1,000 million to a total of US$2,000 million and extending the program through 2030 (Key Developments).