We Think You Can Look Beyond BorgWarner's (NYSE:BWA) Lackluster Earnings
May 15
Have your own idea? Try our Stock Screener
U.S. Auto Components Industry Analysis
UpdatedMay 16, 2025
DataAggregated Company Financials
Companies56
- 7D5.8%
- 3M-9.8%
- 1Y-21.7%
- YTD-5.7%
The Auto Components industry is up 5.8% in the last week, with Aptiv up 11%. During this same period, the Superior Industries International underperformed, falling 80%. In contrast, the industry has lost 22% in the last 12 months. 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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 16 May 2025 | US$92.8b | US$148.2b | US$236.2m | 13.8x | 393x | 0.6x |
| Sun, 13 Apr 2025 | US$74.4b | US$149.4b | US$738.1m | 12.1x | 100.8x | 0.5x |
| Tue, 11 Mar 2025 | US$87.5b | US$149.3b | US$1.1b | 16.5x | 80.7x | 0.6x |
| Thu, 06 Feb 2025 | US$88.9b | US$149.9b | US$2.2b | 17.3x | 39.5x | 0.6x |
| Sat, 04 Jan 2025 | US$92.8b | US$150.3b | US$2.4b | 18.1x | 38.5x | 0.6x |
| Mon, 02 Dec 2024 | US$94.5b | US$150.3b | US$2.4b | 19.4x | 38.9x | 0.6x |
| Wed, 30 Oct 2024 | US$101.5b | US$162.0b | US$5.8b | 19.6x | 17.5x | 0.6x |
| Fri, 27 Sep 2024 | US$94.9b | US$153.0b | US$6.1b | 18.6x | 15.6x | 0.6x |
| Sun, 25 Aug 2024 | US$98.8b | US$153.0b | US$6.1b | 19.8x | 16.3x | 0.6x |
| Tue, 23 Jul 2024 | US$107.6b | US$153.6b | US$5.1b | 19.2x | 21x | 0.7x |
| Thu, 20 Jun 2024 | US$107.4b | US$153.6b | US$5.0b | 18.2x | 21.4x | 0.7x |
| Sat, 18 May 2024 | US$119.0b | US$153.7b | US$5.1b | 19.1x | 23.4x | 0.8x |
| Mon, 15 Apr 2024 | US$116.3b | US$153.8b | US$5.1b | 18.8x | 23x | 0.8x |
| Wed, 13 Mar 2024 | US$118.5b | US$155.5b | US$5.2b | 18.6x | 22.7x | 0.8x |
| Fri, 09 Feb 2024 | US$116.1b | US$154.3b | US$4.9b | 16.6x | 23.7x | 0.8x |
| Sun, 07 Jan 2024 | US$120.1b | US$156.2b | US$4.4b | 16.6x | 27.4x | 0.8x |
| Tue, 05 Dec 2023 | US$125.3b | US$156.2b | US$4.3b | 15.6x | 29x | 0.8x |
| Thu, 02 Nov 2023 | US$118.8b | US$155.5b | US$3.2b | 18x | 37.1x | 0.8x |
| Sat, 30 Sep 2023 | US$135.0b | US$154.6b | US$3.0b | 20.9x | 45.2x | 0.9x |
| Mon, 28 Aug 2023 | US$130.4b | US$154.6b | US$3.0b | 20.7x | 43.7x | 0.8x |
| Wed, 26 Jul 2023 | US$145.4b | US$153.3b | US$3.3b | 20.3x | 44.2x | 0.9x |
| Fri, 23 Jun 2023 | US$131.3b | US$149.4b | US$3.1b | 17.4x | 42.7x | 0.9x |
| Sun, 21 May 2023 | US$126.5b | US$147.5b | US$2.9b | 17.8x | 43.2x | 0.9x |
| Tue, 18 Apr 2023 | US$134.8b | US$145.5b | US$3.3b | 18.7x | 40.8x | 0.9x |
| Thu, 16 Mar 2023 | US$133.3b | US$145.7b | US$3.1b | 18x | 42.6x | 0.9x |
| Sat, 11 Feb 2023 | US$138.8b | US$147.0b | US$4.0b | 20.5x | 34.8x | 0.9x |
| Mon, 09 Jan 2023 | US$120.9b | US$145.4b | US$3.2b | 12.4x | 37.6x | 0.8x |
| Wed, 07 Dec 2022 | US$120.0b | US$144.9b | US$3.4b | 17.3x | 34.8x | 0.8x |
| Fri, 04 Nov 2022 | US$90.4b | US$140.6b | US$3.4b | 18.2x | 26.5x | 0.6x |
| Sun, 02 Oct 2022 | US$81.8b | US$137.2b | US$3.4b | 17.5x | 24x | 0.6x |
| Tue, 30 Aug 2022 | US$99.3b | US$137.2b | US$3.4b | 20.7x | 29.2x | 0.7x |
| Thu, 28 Jul 2022 | US$97.6b | US$133.1b | US$3.7b | 14.7x | 26.4x | 0.7x |
| Sat, 25 Jun 2022 | US$94.5b | US$134.2b | US$3.6b | 14.6x | 26.6x | 0.7x |
| Mon, 23 May 2022 | US$96.6b | US$134.2b | US$3.5b | 14.5x | 27.3x | 0.7x |
Price to Earnings Ratio
27.3x
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 393x which is higher than its 3-year average PE of 39.4x.
- The industry is trading close to its 3-year average PS ratio of 0.75x.
Past Earnings Growth
- The earnings for companies in the Auto Components industry have declined 59% per year over the last three years.
- Meanwhile revenues for these companies have grown 3.4% 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 Market | 4.47% | |
| Consumer Discretionary | 7.51% | |
| Auto Components | 5.78% | |
| Auto Parts and Equipment | 5.96% | |
| Tires and Rubber | 0.90% | |
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 61.2x.
- Analysts are expecting annual earnings growth of 24.3% 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 decline of 7.8% per year.
- In contrast, the Tires and Rubber industry is expected to see its earnings grow by 24% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| APTV Aptiv | US$68.10 | 11.4% +US$1.5b | -17.2% | PE9.5x | |
| MOD Modine Manufacturing | US$102.45 | 9.9% +US$486.8m | -1.3% | PE33.6x | |
| ALV Autoliv | US$100.92 | 6.0% +US$439.9m | -20.0% | PE11.4x | |
| BWA BorgWarner | US$33.07 | 6.2% +US$424.1m | -12.1% | PE23.4x | |
| LEA Lear | US$93.76 | 5.4% +US$258.2m | -28.5% | PE10.5x |
