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U.S. Auto Components Industry Analysis

UpdatedJul 01, 2025
DataAggregated Company Financials
Companies53
  • 7D5.1%
  • 3M14.5%
  • 1Y-8.1%
  • YTD-0.1%

In the last week, the Auto Components industry is up 5.1%, with QuantumScape up 47%. During this same period, the WeRide underperformed, falling 5.2%. However, the industry is down 8.1% 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, 02 Jul 2025US$96.8bUS$148.3bUS$279.1m13.9x347x0.7x
Fri, 30 May 2025US$92.1bUS$148.3bUS$282.2m13.9x326.3x0.6x
Sun, 27 Apr 2025US$81.0bUS$149.5bUS$892.1m14.6x90.8x0.5x
Tue, 25 Mar 2025US$88.2bUS$149.4bUS$737.6m16x119.6x0.6x
Thu, 20 Feb 2025US$91.9bUS$149.4bUS$1.2b18.8x78.8x0.6x
Sat, 18 Jan 2025US$92.3bUS$150.3bUS$2.4b19.3x38.2x0.6x
Mon, 16 Dec 2024US$93.3bUS$150.3bUS$2.4b17.7x38.4x0.6x
Wed, 13 Nov 2024US$100.5bUS$159.3bUS$2.2b20.2x46.5x0.6x
Fri, 11 Oct 2024US$96.6bUS$162.3bUS$6.1b17.2x15.8x0.6x
Sun, 08 Sep 2024US$90.8bUS$153.0bUS$6.1b17.9x15x0.6x
Tue, 06 Aug 2024US$96.2bUS$153.2bUS$6.1b18x15.6x0.6x
Thu, 04 Jul 2024US$107.8bUS$153.6bUS$5.0b17.9x21.4x0.7x
Sat, 01 Jun 2024US$115.1bUS$153.6bUS$5.0b20.2x22.9x0.7x
Mon, 29 Apr 2024US$114.2bUS$153.7bUS$5.0b18.5x22.7x0.7x
Wed, 27 Mar 2024US$123.4bUS$155.5bUS$5.2b19.7x23.7x0.8x
Fri, 23 Feb 2024US$115.1bUS$155.7bUS$5.2b18.2x21.9x0.7x
Sun, 21 Jan 2024US$115.0bUS$156.2bUS$4.4b16.9x26.2x0.7x
Tue, 19 Dec 2023US$131.0bUS$156.2bUS$4.3b16.2x30.4x0.8x
Thu, 16 Nov 2023US$122.8bUS$156.2bUS$4.3b15.3x28.7x0.8x
Sat, 14 Oct 2023US$125.3bUS$154.6bUS$3.0b20.1x42x0.8x
Mon, 11 Sep 2023US$132.7bUS$154.6bUS$3.0b21.1x44.5x0.9x
Wed, 09 Aug 2023US$144.0bUS$156.1bUS$3.2b22x45.1x0.9x
Fri, 07 Jul 2023US$138.5bUS$152.7bUS$3.3b17.1x41.7x0.9x
Sun, 04 Jun 2023US$132.6bUS$149.4bUS$3.1b17.6x43.1x0.9x
Tue, 02 May 2023US$126.5bUS$146.7bUS$3.3b16.6x38.3x0.9x
Thu, 30 Mar 2023US$134.4bUS$145.6bUS$3.3b18.5x41.3x0.9x
Sat, 25 Feb 2023US$138.8bUS$145.5bUS$3.1b18.6x44.2x1x
Mon, 23 Jan 2023US$127.0bUS$145.0bUS$3.4b18.6x37x0.9x
Wed, 21 Dec 2022US$116.0bUS$145.0bUS$3.4b13.8x33.8x0.8x
Fri, 18 Nov 2022US$122.4bUS$144.9bUS$3.4b19.5x35.5x0.8x
Sun, 16 Oct 2022US$84.2bUS$137.2bUS$3.4b18x24.7x0.6x
Tue, 13 Sep 2022US$101.7bUS$137.2bUS$3.4b20.5x29.9x0.7x
Thu, 11 Aug 2022US$106.5bUS$137.2bUS$3.4b20.9x31.4x0.8x
Sat, 09 Jul 2022US$93.9bUS$132.9bUS$3.7b13.6x25.1x0.7x
Price to Earnings Ratio

25.1x


Total Market Cap: US$93.9bTotal Earnings: US$3.7bTotal Revenue: US$132.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Components Industry Price to Earnings3Y Average 52.7x202320242025
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 347x which is higher than its 3-year average PE of 52.7x.
  • 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 58% per year over the last three years.
  • Meanwhile revenues for these companies have grown 3.7% 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 Market2.87%
Consumer Discretionary1.73%
Auto Components5.15%
Auto Parts and Equipment5.25%
Tires and Rubber2.16%
Industry PE
  • Investors are most optimistic about the Auto Parts and Equipment industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 32.7%, which is higher than its past year's earnings decline of 4.5% per year.
  • Investors are most pessimistic about the Tires and Rubber industry, which is trading below its 3-year average of 61.5x.
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 4.5% per year.
  • In contrast, the Tires and Rubber industry is expected to see its earnings grow by 28% 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
QS QuantumScapeUS$6.3646.9%
+US$1.1b		31.7%PB3.2x
APTV AptivUS$71.674.7%
+US$701.1m		3.2%PE10x
LEA LearUS$100.658.8%
+US$436.3m		-12.2%PE11.3x
BWA BorgWarnerUS$34.804.1%
+US$298.8m		9.6%PE24.6x
GNTX GentexUS$22.864.9%
+US$240.5m		-32.4%PE13.3x

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