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U.S. Auto Components Industry Analysis

UpdatedAug 26, 2025
DataAggregated Company Financials
Companies59
  • 7D2.3%
  • 3M19.1%
  • 1Y14.2%
  • YTD14.0%

Over the last 7 days, the Auto Components industry has risen 2.3%, driven by gains from Aptiv of 3.5%. Meanwhile, Hesai Group actually underperformed within the industry, shrinking 12% in the last week. This means that the industry has gained 14% over the past year. Looking forward, earnings are forecast to grow by 32% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 27 Aug 2025US$109.3bUS$148.9bUS$40.1m17.1x2723.7x0.7x
Fri, 25 Jul 2025US$104.1bUS$148.4bUS$314.9m14.8x330.6x0.7x
Sun, 22 Jun 2025US$90.7bUS$148.3bUS$279.5m13.4x324.6x0.6x
Tue, 20 May 2025US$92.1bUS$148.2bUS$235.9m14.1x390.7x0.6x
Thu, 17 Apr 2025US$74.6bUS$149.4bUS$780.3m12x95.6x0.5x
Sat, 15 Mar 2025US$87.1bUS$149.4bUS$736.8m15.7x118.2x0.6x
Mon, 10 Feb 2025US$88.9bUS$149.7bUS$1.0b17.9x88.5x0.6x
Wed, 08 Jan 2025US$95.9bUS$150.3bUS$2.4b18.1x39.7x0.6x
Fri, 06 Dec 2024US$94.8bUS$150.3bUS$2.4b19.4x39x0.6x
Sun, 03 Nov 2024US$94.0bUS$161.4bUS$2.0b16.8x47.9x0.6x
Tue, 01 Oct 2024US$99.7bUS$153.0bUS$6.1b19x16.4x0.7x
Thu, 29 Aug 2024US$97.3bUS$153.0bUS$6.1b19.4x16x0.6x
Sat, 27 Jul 2024US$103.6bUS$153.7bUS$5.2b19.4x20.1x0.7x
Mon, 24 Jun 2024US$109.2bUS$153.6bUS$5.0b18.3x21.7x0.7x
Wed, 22 May 2024US$117.4bUS$153.7bUS$5.1b19.4x23.1x0.8x
Fri, 19 Apr 2024US$112.0bUS$153.7bUS$5.1b18.4x21.9x0.7x
Sun, 17 Mar 2024US$117.4bUS$155.5bUS$5.2b19.6x22.5x0.8x
Tue, 13 Feb 2024US$119.5bUS$154.4bUS$4.8b18.1x24.6x0.8x
Thu, 11 Jan 2024US$120.6bUS$156.2bUS$4.4b16.7x27.5x0.8x
Sat, 09 Dec 2023US$124.7bUS$156.2bUS$4.3b15.3x28.9x0.8x
Mon, 06 Nov 2023US$118.3bUS$156.3bUS$4.5b15x26.2x0.8x
Wed, 04 Oct 2023US$134.0bUS$154.6bUS$3.0b20.1x44.9x0.9x
Fri, 01 Sep 2023US$134.3bUS$154.6bUS$3.0b21.3x45x0.9x
Sun, 30 Jul 2023US$144.2bUS$153.0bUS$3.2b20.4x44.6x0.9x
Tue, 27 Jun 2023US$128.8bUS$149.4bUS$3.1b17.1x41.8x0.9x
Thu, 25 May 2023US$124.9bUS$147.7bUS$2.8b17.1x44.5x0.8x
Sat, 22 Apr 2023US$134.1bUS$145.9bUS$3.3b18.1x40.7x0.9x
Mon, 20 Mar 2023US$132.8bUS$145.6bUS$3.2b17.8x41x0.9x
Wed, 15 Feb 2023US$149.8bUS$147.2bUS$3.1b20.9x47.8x1x
Fri, 13 Jan 2023US$127.9bUS$145.4bUS$3.2b16.4x39.9x0.9x
Sun, 11 Dec 2022US$118.7bUS$145.0bUS$3.4b17.3x34.6x0.8x
Tue, 08 Nov 2022US$93.7bUS$143.2bUS$3.2b20.1x29.5x0.7x
Thu, 06 Oct 2022US$88.9bUS$137.2bUS$3.4b18.9x26.1x0.6x
Sat, 03 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 87.3x202320242025
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 84.9x.
  • 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 Market0.19%
Consumer Discretionary1.16%
Auto Components2.29%
Auto Parts and Equipment2.31%
Tires and Rubber1.33%
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$79.884.9%
+US$814.4m		12.8%PE17.2x
ALV AutolivUS$125.354.6%
+US$423.2m		23.5%PE13.5x
LEA LearUS$109.676.4%
+US$351.2m		-5.8%PE12.4x
BWA BorgWarnerUS$43.563.6%
+US$324.6m		29.5%PE42.8x
DORM Dorman ProductsUS$163.885.9%
+US$277.6m		45.9%PE22.1x

Latest News

BWA
US$43.56
BorgWarner
7D
3.6%
1Y
29.5%
GT
US$8.48
Goodyear Tire & Rubber
7D
-0.2%
1Y
-2.4%

Global Vehicle Trends Will Drive Premium Tire Demand

Goodyear Tire & Rubber’s fair value estimate was lowered as analysts now expect declining revenue growth and a weaker net profit margin, resulting in a revised price target of $11.07. What's in the News Goodyear is collaborating with PlusAI to integrate its SightLine intelligent tire technology with PlusAI’s autonomous driving system, aiming to enhance safety, efficiency, and data capture for commercial fleets; the companies target the commercial launch of SuperDrive-enabled autonomous trucks in 2027, starting in the U.S. and later expanding into Europe.
APTV
US$79.88
Aptiv
7D
4.9%
1Y
12.8%
WKSP
US$3.01
Worksport
7D
-1.3%
1Y
-49.0%
MOD
US$141.51
Modine Manufacturing
7D
3.3%
1Y
21.0%

Earnings Tell The Story For Modine Manufacturing Company (NYSE:MOD) As Its Stock Soars 40%

Aug 20
Earnings Tell The Story For Modine Manufacturing Company (NYSE:MOD) As Its Stock Soars 40%
KNDI
US$1.49
Kandi Technologies Group
7D
-8.0%
1Y
-17.2%
LEA
US$109.67
Lear
7D
6.4%
1Y
-5.8%

Lear (NYSE:LEA) Is Due To Pay A Dividend Of $0.77

Aug 18
Lear (NYSE:LEA) Is Due To Pay A Dividend Of $0.77
ALV
US$125.35
Autoliv
7D
4.6%
1Y
23.5%

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

Aug 16
Fewer Investors Than Expected Jumping On Autoliv, Inc. (NYSE:ALV)
LAZR
US$1.84
Luminar Technologies
7D
-6.8%
1Y
-88.2%

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.
DORM
US$163.88
Dorman Products
7D
5.9%
1Y
45.9%
DAN
US$20.35
Dana
7D
8.2%
1Y
85.0%
STRT
US$65.55
Strattec Security
7D
-3.6%
1Y
72.6%

Why Strattec Security Corporation (NASDAQ:STRT) Could Be Worth Watching

Aug 09
Why Strattec Security Corporation (NASDAQ:STRT) Could Be Worth Watching
ECX
US$1.52
ECARX Holdings
7D
-5.0%
1Y
-13.1%
QS
US$8.33
QuantumScape
7D
5.3%
1Y
39.1%
CREV
US$4.24
Carbon Revolution
7D
-0.9%
1Y
-30.6%