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U.S. Auto Components Industry Analysis

UpdatedDec 13, 2025
DataAggregated Company Financials
Companies59
  • 7D1.7%
  • 3M-5.4%
  • 1Y8.0%
  • YTD9.1%

The Auto Components industry is up 1.7% in the last week, with Aptiv up 3.2%. During this same period, the Mobileye Global underperformed, falling 5.4%. This means that the industry has gained 8.0% over the past year. Earnings are forecast to grow by 39% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 14 Dec 2025US$102.1bUS$147.6b-US$843,597,567.1518.9x-121x0.7x
Tue, 11 Nov 2025US$111.5bUS$150.2b-US$285,363,570.9422.9x-390.6x0.7x
Thu, 09 Oct 2025US$114.2bUS$148.9bUS$37.6m18.2x3038.8x0.8x
Sat, 06 Sep 2025US$109.9bUS$148.9bUS$39.4m17.3x2788.4x0.7x
Mon, 04 Aug 2025US$97.3bUS$148.8b-US$300,464,224.2015.1x-323.8x0.7x
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
Price to Earnings Ratio

33.8x


Total Market Cap: US$116.0bTotal Earnings: US$3.4bTotal Revenue: US$145.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Components Industry Price to Earnings3Y Average 226.4x202320242025
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 0.74x.
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 Market-0.66%
Consumer Discretionary0.20%
Auto Components1.69%
Tires and Rubber2.57%
Auto Parts and Equipment1.67%
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 37.6%, which is higher than its past year's earnings decline of 12.5% per year.
Forecasted Growth
  • Analysts are most optimistic on the Tires and Rubber industry, expecting annual earnings growth of 109% over the next 5 years.
  • In contrast, the Auto Parts and Equipment industry is expected to see its earnings grow by 38% 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
APTV AptivUS$78.783.2%
+US$520.8m		35.9%PE57.7x
KDK Kodiak AIUS$8.2837.5%
+US$395.4m		-24.3%PS88.1x
LEA LearUS$113.645.4%
+US$304.0m		15.5%PE13.3x
ALV AutolivUS$121.273.3%
+US$290.9m		24.3%PE12.3x
PATK Patrick IndustriesUS$115.007.2%
+US$255.6m		28.2%PE31.7x

Latest News

LCII
US$121.76
LCI Industries
7D
6.2%
1Y
5.2%

Lacklustre Performance Is Driving LCI Industries' (NYSE:LCII) Low P/E

Dec 13
Lacklustre Performance Is Driving LCI Industries' (NYSE:LCII) Low P/E
ALV
US$121.27
Autoliv
7D
3.3%
1Y
24.3%

ALV: Dividend Hike And Buybacks Will Support Future Upside Potential

Analysts have trimmed their price target on Autoliv slightly, reducing fair value by about $0.47 to reflect more tempered expectations for revenue growth and profit margins, even as they acknowledge a marginally lower discount rate and a modestly higher future P/E multiple. What's in the News The board approves a 2.4% increase in the quarterly dividend to $0.87 per share for Q4 2025.
DAN
US$22.74
Dana
7D
8.3%
1Y
79.3%

DAN: Cost Savings And Buybacks Will Drive Stronger Returns Ahead

Analysts have nudged their price target for Dana slightly higher, to approximately $26.43 from about $26.14. They cite marginal improvements in projected profit margins, a modestly lower discount rate, and a slightly higher future earnings multiple, despite slightly weaker revenue growth expectations.
QS
US$11.80
QuantumScape
7D
-6.0%
1Y
141.3%
APTV
US$78.78
Aptiv
7D
3.2%
1Y
35.9%

APTV: EDS Separation Will Unlock Physical AI Upside And Support Multiple Expansion

Aptiv's analyst price target has been nudged higher by about $1 to just under $100, as analysts point to resilient operating results, improving bookings visibility into 2025 and 2026, and growing confidence that the planned EDS spin and broader industrial and Physical AI exposure can support modestly faster growth at a slightly higher earnings multiple. Analyst Commentary Analysts are broadly constructive on Aptiv, highlighting resilient fundamentals, a clearer multi year growth runway, and the potential for valuation re rating as the portfolio shifts toward higher growth, higher margin end markets.
MTEN
US$0.90
Mingteng International
7D
-22.6%
1Y
-84.1%
HLLY
US$4.23
Holley
7D
-1.6%
1Y
52.7%

HLLY: Turnaround Execution And Brand Strength Will Drive Momentum Into 2025

Analysts have modestly raised their price target on Holley to about $5.00 from roughly $4.96, citing improving execution under new management, solid strategic initiatives, and differentiated brands that are starting to bear fruit even against a challenging industry backdrop. Analyst Commentary Research updates reflect a cautiously constructive stance on Holley, with multiple firms lifting price targets in response to evidence that the turnaround under new management is gaining traction and that the company is executing well despite a soft industry backdrop.
MBLY
US$11.07
Mobileye Global
7D
-5.4%
1Y
-36.8%

MBLY: Expanding OEM Wins And Software Revenue Will Drive Future Upside Potential

Analysts have nudged our Mobileye Global fair value estimate slightly lower, trimming it by about $0.41 per share as they balance cautious near term production and competition risks against rising OEM wins and longer term autonomous and software driven growth opportunities reflected in recent, mixed price target revisions across the Street. Analyst Commentary Street research on Mobileye reflects a split view, with some bullish analysts leaning into long term autonomous and software driven upside while more cautious voices focus on near term execution and production uncertainties.
SLDP
US$4.91
Solid Power
7D
-5.0%
1Y
350.5%

SLDP: Collaboration Will Drive Future Margin Expansion And Support Long-Term Upside

Analysts have modestly raised their price target on Solid Power to reflect a slightly lower discount rate and minor adjustments to long term margin and valuation assumptions. This signals a cautiously more optimistic outlook for the stock.
BWA
US$44.49
BorgWarner
7D
2.7%
1Y
30.7%

BWA: Margin Execution And New Business Wins Will Drive Future Upside Potential

Analysts have nudged their average price target on BorgWarner slightly higher, supporting a fair value move of roughly $0.20 to about $49.43. They point to consistent margin execution, higher free cash flow, solid new business awards, and a more favorable sector backdrop for autos and mobility.
PATK
US$115.00
Patrick Industries
7D
7.2%
1Y
28.2%

PATK: Future Returns Will Reflect Late-Cycle RV Demand And Fair Pricing

Analysts have modestly raised their price target on Patrick Industries to $114 from $105, citing updated Recreational Vehicles industry estimates and the view that, despite a late-cycle RV restocking phase and near term macro uncertainty, the company retains an attractive long term competitive position that can support further upside over time. Analyst Commentary Recent research updates reflect a balanced but constructive stance on Patrick Industries, with modest upside to estimates tempered by recognition that the RV cycle remains late stage and macro conditions are still mixed.
WKSP
US$2.56
Worksport
7D
-15.0%
1Y
-75.8%

WKSP: New Product Launches And Missouri Facility Will Drive Long-Term Upside

Analysts have modestly lowered their price target on Worksport by approximately $0.11 per share, reflecting slightly reduced discount rate and future P/E assumptions, while still recognizing robust long term revenue growth and stable margin expectations. What's in the News Official production and B2B launch of the new HD3 heavy duty tonneau cover, a more rugged evolution of the AL3 platform targeting commercial and fleet customers, with pricing starting at a MAP of $869 and a rollout to dealers and distributors through year end 2025 (Key Developments).
LEA
US$113.64
Lear
7D
5.4%
1Y
15.5%

LEA: Buybacks And 2026 Margin Outlook Will Shape Risk Reward Balance

The analyst price target for Lear has increased by about $1, to roughly $119, as analysts factor in the company’s guidance for improving revenue and margins into 2026 and a more favorable risk-reward setup supported by stronger sector trends. Analyst Commentary Street research on Lear has turned incrementally more constructive, with several firms revising models to reflect the company’s updated 2026 outlook, while others remain cautious on execution risk and cyclical exposure.
WRD
US$8.63
WeRide
7D
-9.3%
1Y
-46.7%
ECX
US$1.67
ECARX Holdings
7D
-20.5%
1Y
-15.7%
KDK
US$8.28
Kodiak AI
7D
37.5%
1Y
-24.3%