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U.S. Auto Components Industry Analysis

UpdatedFeb 03, 2026
DataAggregated Company Financials
Companies60
  • 7D-2.9%
  • 3M-2.6%
  • 1Y13.8%
  • YTD-1.9%

Over the last 7 days, the Auto Components industry has dropped 2.9%, driven by Mobileye Global declining 12%. In the past year, the industry has gained 14%. Earnings are forecast to grow by 37% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 04 Feb 2026US$99.5bUS$148.1b-US$1,027,105,214.9623.6x-96.8x0.7x
Fri, 02 Jan 2026US$98.8bUS$147.6b-US$833,404,951.7819x-118.6x0.7x
Sun, 30 Nov 2025US$107.3bUS$150.3b-US$656,902,963.6721.3x-163.3x0.7x
Tue, 28 Oct 2025US$114.1bUS$149.1bUS$2.7b18.5x42.2x0.8x
Thu, 25 Sep 2025US$115.5bUS$148.9bUS$39.2m18.3x2943.4x0.8x
Sat, 23 Aug 2025US$104.9bUS$148.9bUS$40.8m17.1x2574.2x0.7x
Mon, 21 Jul 2025US$101.5bUS$148.4bUS$307.8m14.5x329.6x0.7x
Wed, 18 Jun 2025US$92.1bUS$148.3bUS$280.1m13.4x328.8x0.6x
Fri, 16 May 2025US$92.8bUS$148.2bUS$236.2m13.8x393x0.6x
Sun, 13 Apr 2025US$74.4bUS$149.4bUS$738.1m12.1x100.8x0.5x
Tue, 11 Mar 2025US$87.5bUS$149.3bUS$1.1b16.5x80.7x0.6x
Thu, 06 Feb 2025US$88.9bUS$149.9bUS$2.2b17.3x39.5x0.6x
Sat, 04 Jan 2025US$92.8bUS$150.3bUS$2.4b18.1x38.5x0.6x
Mon, 02 Dec 2024US$94.5bUS$150.3bUS$2.4b19.4x38.9x0.6x
Wed, 30 Oct 2024US$101.5bUS$162.0bUS$5.8b19.6x17.5x0.6x
Fri, 27 Sep 2024US$94.9bUS$153.0bUS$6.1b18.6x15.6x0.6x
Sun, 25 Aug 2024US$98.8bUS$153.0bUS$6.1b19.8x16.3x0.6x
Tue, 23 Jul 2024US$107.6bUS$153.6bUS$5.1b19.2x21x0.7x
Thu, 20 Jun 2024US$107.4bUS$153.6bUS$5.0b18.2x21.4x0.7x
Sat, 18 May 2024US$119.0bUS$153.7bUS$5.1b19.1x23.4x0.8x
Mon, 15 Apr 2024US$116.3bUS$153.8bUS$5.1b18.8x23x0.8x
Wed, 13 Mar 2024US$118.5bUS$155.5bUS$5.2b18.6x22.7x0.8x
Fri, 09 Feb 2024US$116.1bUS$154.3bUS$4.9b16.6x23.7x0.8x
Sun, 07 Jan 2024US$120.1bUS$156.2bUS$4.4b16.6x27.4x0.8x
Tue, 05 Dec 2023US$125.3bUS$156.2bUS$4.3b15.6x29x0.8x
Thu, 02 Nov 2023US$118.8bUS$155.5bUS$3.2b18x37.1x0.8x
Sat, 30 Sep 2023US$135.0bUS$154.6bUS$3.0b20.9x45.2x0.9x
Mon, 28 Aug 2023US$130.4bUS$154.6bUS$3.0b20.7x43.7x0.8x
Wed, 26 Jul 2023US$145.4bUS$153.3bUS$3.3b20.3x44.2x0.9x
Fri, 23 Jun 2023US$131.3bUS$149.4bUS$3.1b17.4x42.7x0.9x
Sun, 21 May 2023US$126.5bUS$147.5bUS$2.9b17.8x43.2x0.9x
Tue, 18 Apr 2023US$134.8bUS$145.5bUS$3.3b18.7x40.8x0.9x
Thu, 16 Mar 2023US$133.3bUS$145.7bUS$3.1b18x42.6x0.9x
Sat, 11 Feb 2023US$138.8bUS$147.0bUS$4.0b20.5x34.8x0.9x
Price to Earnings Ratio

34.8x


Total Market Cap: US$138.8bTotal Earnings: US$4.0bTotal Revenue: US$147.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Components Industry Price to Earnings3Y Average 219x202420252026
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-0.35%
Consumer Discretionary-1.37%
Auto Components-2.91%
Tires and Rubber-2.29%
Auto Parts and Equipment-2.93%
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 34.8%, which is higher than its past year's earnings decline of 3.8% 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 35% 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$77.981.2%
+US$203.1m		28.5%PE102.1x
GT Goodyear Tire & RubberUS$9.964.3%
+US$117.3m		15.0%PS0.2x
VC VisteonUS$96.963.6%
+US$90.9m		17.3%PE8.6x
PHIN PHINIAUS$71.273.2%
+US$84.2m		42.2%PE30.4x
LCII LCI IndustriesUS$150.841.9%
+US$67.5m		46.2%PE20.4x

Latest News

THRM
US$31.90
Gentherm
7D
-13.0%
1Y
-11.9%
DAN
US$29.48
Dana
7D
-3.5%
1Y
87.4%
APTV
US$77.98
Aptiv
7D
1.2%
1Y
28.5%
VC
US$96.96
Visteon
7D
3.6%
1Y
17.3%
SMP
US$42.47
Standard Motor Products
7D
6.5%
1Y
37.2%
GTX
US$18.24
Garrett Motion
7D
1.1%
1Y
93.8%

GTX: Ferrari Partnership And Share Buybacks Will Support Future Upside Potential

Analysts have raised their price target on Garrett Motion to about $21.20 per share, up from roughly $20.80. This change reflects updated views on the company’s fair value, discount rate, revenue growth, profit margin, and future P/E assumptions.
PHIN
US$71.27
PHINIA
7D
3.2%
1Y
42.2%
QS
US$8.68
QuantumScape
7D
-12.4%
1Y
74.6%
ALV
US$120.49
Autoliv
7D
-5.2%
1Y
28.3%
HSAI
US$23.97
Hesai Group
7D
-7.3%
1Y
52.8%
MBLY
US$8.74
Mobileye Global
7D
-13.3%
1Y
-45.1%
GT
US$9.96
Goodyear Tire & Rubber
7D
4.3%
1Y
15.0%

GT: Q3 Execution And Impairment Charges Will Shape Measured Upside Potential

Narrative Update Analysts have nudged their price target for Goodyear Tire & Rubber higher by US$2, citing the recent upward revision in their fair value estimate and expectations for a modestly stronger future P/E multiple following what they describe as solid Q3 traction. Analyst Commentary Recent research updates on Goodyear Tire & Rubber highlight a mix of cautious and constructive views around the stock, with price targets revised in both directions over the past few months.
LCII
US$150.84
LCI Industries
7D
1.9%
1Y
46.2%

LCII: Margin Resilience And Buybacks Will Eventually Confront RV Demand Risk

Narrative Update Analysts have raised their price target on LCI Industries by about $10 to $125. This reflects updated assumptions for slightly faster revenue growth, higher profit margins, a lower discount rate, and a modestly lower future P/E multiple following recent research that includes both target increases and a downgrade.
ADNT
US$21.06
Adient
7D
-5.3%
1Y
24.5%

ADNT: China JV And 2026 Outlook Will Shape Future Share Performance

Analysts have lifted their price target on Adient to US$24.75 from US$22.95, citing updated assumptions for revenue growth, profit margins and future P/E multiples following recent research that includes a UBS upgrade and mixed target changes from Wells Fargo, Citi and JPMorgan. Analyst Commentary Recent Street research on Adient shows a split view, with some analysts turning more optimistic while others are paring back expectations and targets.
WRD
US$7.70
WeRide
7D
-11.0%
1Y
-46.2%
KDK
US$9.20
Kodiak AI
7D
2.8%
1Y
-16.4%