Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Auto Components Industry Analysis

UpdatedDec 28, 2025
DataAggregated Company Financials
Companies58
  • 7D-0.8%
  • 3M-6.0%
  • 1Y7.4%
  • YTD8.5%

Over the last 7 days, the Auto Components industry has remained flat, although notably QuantumScape declined by 4.5%. As for the the longer term, the industry is up 7.4% over the past 12 months. 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
Mon, 29 Dec 2025US$100.1bUS$147.6b-US$844,821,780.2519.1x-118.5x0.7x
Wed, 26 Nov 2025US$104.2bUS$150.3b-US$656,668,540.8821.2x-158.7x0.7x
Fri, 24 Oct 2025US$110.7bUS$149.1bUS$74.7m18.5x1482.1x0.7x
Sun, 21 Sep 2025US$116.9bUS$148.9bUS$38.5m18.3x3039.2x0.8x
Tue, 19 Aug 2025US$106.3bUS$148.9bUS$42.7m16.3x2490.3x0.7x
Thu, 17 Jul 2025US$100.2bUS$148.3bUS$279.8m14.6x358.2x0.7x
Sat, 14 Jun 2025US$93.4bUS$148.3bUS$279.9m13.6x333.7x0.6x
Mon, 12 May 2025US$87.5bUS$148.2bUS$239.6m13.4x365.2x0.6x
Wed, 09 Apr 2025US$75.9bUS$149.4bUS$740.8m11.9x102.5x0.5x
Fri, 07 Mar 2025US$86.1bUS$149.3bUS$1.1b17.1x79.4x0.6x
Sun, 02 Feb 2025US$90.6bUS$149.8bUS$2.3b17.5x40.2x0.6x
Tue, 31 Dec 2024US$94.1bUS$150.3bUS$2.4b18x39x0.6x
Thu, 28 Nov 2024US$98.9bUS$150.4bUS$2.1b19.4x46.3x0.7x
Sat, 26 Oct 2024US$94.4bUS$161.9bUS$6.1b19.2x15.5x0.6x
Mon, 23 Sep 2024US$95.0bUS$153.0bUS$6.1b19x15.6x0.6x
Wed, 21 Aug 2024US$97.0bUS$153.0bUS$6.1b18.7x16x0.6x
Fri, 19 Jul 2024US$113.4bUS$153.6bUS$5.0b19.3x22.6x0.7x
Sun, 16 Jun 2024US$108.6bUS$153.6bUS$5.0b18.8x21.6x0.7x
Tue, 14 May 2024US$118.5bUS$153.7bUS$5.1b19.5x23.3x0.8x
Thu, 11 Apr 2024US$122.2bUS$153.8bUS$5.1b19.3x24.1x0.8x
Sat, 09 Mar 2024US$118.6bUS$155.5bUS$5.2b18.6x22.8x0.8x
Mon, 05 Feb 2024US$117.8bUS$157.0bUS$5.2b16.3x22.6x0.8x
Wed, 03 Jan 2024US$132.7bUS$156.2bUS$4.4b17.1x30.3x0.8x
Fri, 01 Dec 2023US$125.2bUS$156.2bUS$4.3b15.2x29.1x0.8x
Sun, 29 Oct 2023US$118.2bUS$155.5bUS$3.3b18.5x36.1x0.8x
Tue, 26 Sep 2023US$134.5bUS$154.6bUS$3.0b21.2x45.1x0.9x
Thu, 24 Aug 2023US$131.4bUS$154.6bUS$3.0b20.9x44.1x0.8x
Sat, 22 Jul 2023US$145.7bUS$153.3bUS$3.3b20.2x44.3x1x
Mon, 19 Jun 2023US$135.2bUS$149.4bUS$3.1b18.3x43.9x0.9x
Wed, 17 May 2023US$121.3bUS$147.5bUS$2.9b17.2x41.5x0.8x
Fri, 14 Apr 2023US$133.8bUS$145.5bUS$3.3b18.2x40.5x0.9x
Sun, 12 Mar 2023US$135.2bUS$145.7bUS$3.1b18.7x43.2x0.9x
Tue, 07 Feb 2023US$141.3bUS$146.5bUS$3.8b21.1x37x1x
Thu, 05 Jan 2023US$117.7bUS$145.4bUS$3.2b13.8x36.6x0.8x
Price to Earnings Ratio

36.6x


Total Market Cap: US$117.7bTotal Earnings: US$3.2bTotal Revenue: US$145.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Components Industry Price to Earnings3Y Average 224.4x20242025
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 Market1.25%
Consumer Discretionary0.74%
Auto Components-0.76%
Auto Parts and Equipment-0.74%
Tires and Rubber-1.57%
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 37.7%, 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
MBLY Mobileye GlobalUS$10.422.3%
+US$187.2m		-48.0%PS4.4x
BWA BorgWarnerUS$45.571.2%
+US$115.5m		41.6%PE71.7x
PATK Patrick IndustriesUS$112.051.2%
+US$44.9m		34.2%PE30.9x
PHIN PHINIAUS$61.401.4%
+US$33.4m		27.3%PE26.2x
XPEL XPELUS$52.062.1%
+US$29.3m		31.3%PE30.8x

Latest News

ALV
US$120.37
Autoliv
7D
-0.6%
1Y
27.5%

ALV: Dividend Hike Will Support Attractive Shareholder Returns Ahead

Analysts have made a marginal downward revision to their price target on Autoliv, trimming it by about 0.1 percent to approximately $138, as slightly softer expectations for revenue growth and profit margins, along with a modestly lower discount rate and future P/E assumption, temper their valuation outlook. What's in the News Autoliv's board approved a 2.4% increase in the quarterly dividend for the fourth quarter of 2025, to $0.87 per share, implying an annualized payout of about $260 million (company announcement, Dividend Increases).
DAN
US$23.89
Dana
7D
0.7%
1Y
104.0%

DAN: Cost Savings And Share Buybacks Will Drive Stronger Returns Ahead

Analysts have nudged their price target on Dana slightly higher to approximately 26.71 dollars from about 26.43 dollars, citing modestly improved profit margin expectations, a lower discount rate, and a slightly cheaper projected earnings multiple, despite largely unchanged revenue growth assumptions. What's in the News Dana raised its 2025 earnings guidance, now expecting sales of 7.3 to 7.5 billion dollars, driven by accelerated cost savings and improved profitability (company guidance).
QS
US$10.92
QuantumScape
7D
-4.5%
1Y
83.5%
XPEL
US$52.06
XPEL
7D
2.1%
1Y
31.3%

XPEL: Manufacturing Expansion And New Products Will Support Future Margin Stability

Analysts made no change to their price target for XPEL, keeping it steady at approximately $52.00 per share, as only minor adjustments to the discount rate, long term revenue growth, profit margin, and future P E assumptions left their overall valuation framework effectively unchanged. What's in the News XPEL issued fourth quarter 2025 guidance, projecting revenue between approximately $123 million and $125 million, indicating ongoing expectations for higher top line results.
APTV
US$76.91
Aptiv
7D
-1.8%
1Y
27.5%

APTV: Medium Term Bookings And Physical AI Shift Will Drive Upside

Narrative Update The analyst-derived fair value estimate for Aptiv has been raised from approximately $65 to $86 per share. This reflects analysts' increased confidence in the company’s improving profit margins, slightly better growth trajectory, and higher long term earnings power supported by recent price target hikes and positive medium term bookings commentary.
MBLY
US$10.42
Mobileye Global
7D
2.3%
1Y
-48.0%

MBLY: Revenue From Autonomous Partnerships Will Drive Stronger Earnings Beyond 2026

Analysts modestly trimmed their blended price target for Mobileye Global by approximately $0.10 per share, reflecting a balance between cautious views on near term execution risks and production headwinds, as well as growing confidence in stronger revenue growth, improving profitability, and accelerating autonomous and software driven opportunities into 2026. Analyst Commentary Street research on Mobileye Global reflects a nuanced backdrop in which cautious views on near term execution risks are offset by an emerging cohort of bullish analysts highlighting accelerating medium term growth.
FOXF
US$17.74
Fox Factory Holding
7D
2.5%
1Y
-40.1%

FOXF: Margin Reset And Aftermarket Strength Will Drive Upside Opportunity

Analysts have cut their fair value estimate for Fox Factory Holding to $28 from $38, reflecting reduced expectations for revenue growth and profit margins amid softer Specialty Sports demand and cautious retailer inventory management. Analyst Commentary Despite the recent cut in fair value, bullish analysts see reasons to stay engaged with Fox Factory Holding, noting that the current reset in expectations could pave the way for improved execution and a cleaner setup into future cycles.
PHIN
US$61.40
PHINIA
7D
1.4%
1Y
27.3%
PATK
US$112.05
Patrick Industries
7D
1.2%
1Y
34.2%
HSAI
US$22.52
Hesai Group
7D
-4.4%
1Y
66.6%
LEA
US$116.90
Lear
7D
-1.6%
1Y
22.6%
BWA
US$45.57
BorgWarner
7D
1.2%
1Y
41.6%

BWA: Margin Execution And New Business Awards Will Drive Future Upside

Analysts modestly increased their blended price target for BorgWarner to about $50 from roughly $49.50, citing stronger margin execution, resilient profit expectations, and confidence that the company can deliver at the upper end of its guidance despite slightly slower revenue growth assumptions. Analyst Commentary Analysts remain broadly constructive on BorgWarner, with multiple firms lifting price targets and highlighting strong operational execution and favorable medium term earnings visibility.
GTX
US$17.43
Garrett Motion
7D
0.2%
1Y
94.5%
VC
US$97.30
Visteon
7D
-2.6%
1Y
8.9%

VC: M&A Ambitions And Shareholder Returns Will Shape Balanced Outlook

Analysts have raised their price target on Visteon from 82.00 dollars to 110.00 dollars, citing expectations for faster revenue growth, higher profit margins, and a modestly richer future valuation multiple, despite a slightly higher discount rate. What's in the News Visteon signaled an active M&A agenda, highlighting plans to pursue technology-accretive acquisitions supported by a strong $459 million net cash position and a balanced capital allocation strategy (earnings call).
WRD
US$8.71
WeRide
7D
-2.4%
1Y
-38.7%
ECX
US$1.55
ECARX Holdings
7D
-13.9%
1Y
-18.0%