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U.S. Auto Components Industry Analysis

UpdatedOct 24, 2025
DataAggregated Company Financials
Companies59
  • 7D2.4%
  • 3M9.4%
  • 1Y19.5%
  • YTD16.4%

Over the last 7 days, the Auto Components industry has risen 2.4%, and QuantumScape contributed the most with a gain of 9.5%. During this same period, the Gentex underperformed, falling 9.1%. In the last 12 months, the industry was up 19%. As for the next few years, earnings are expected to grow by 28% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 25 Oct 2025US$110.7bUS$149.1bUS$74.7m18.5x1482.1x0.7x
Mon, 22 Sep 2025US$116.9bUS$148.9bUS$38.5m18.3x3039.2x0.8x
Wed, 20 Aug 2025US$106.6bUS$148.9bUS$41.9m16.7x2542.2x0.7x
Fri, 18 Jul 2025US$100.3bUS$148.3bUS$280.0m14.7x358.1x0.7x
Sun, 15 Jun 2025US$90.7bUS$148.3bUS$279.9m13.6x324x0.6x
Tue, 13 May 2025US$87.5bUS$148.2bUS$237.9m14.1x367.9x0.6x
Thu, 10 Apr 2025US$72.5bUS$149.4bUS$739.3m12.4x98x0.5x
Sat, 08 Mar 2025US$85.8bUS$149.3bUS$1.1b16.9x79.1x0.6x
Mon, 03 Feb 2025US$90.6bUS$149.8bUS$2.3b17.5x40.2x0.6x
Wed, 01 Jan 2025US$93.3bUS$150.3bUS$2.4b18.2x38.7x0.6x
Fri, 29 Nov 2024US$98.8bUS$150.4bUS$2.1b19.4x46.2x0.7x
Sun, 27 Oct 2024US$99.6bUS$162.0bUS$5.8b19.2x17.2x0.6x
Tue, 24 Sep 2024US$95.0bUS$153.0bUS$6.1b19x15.6x0.6x
Thu, 22 Aug 2024US$96.2bUS$153.0bUS$6.1b19.2x15.8x0.6x
Sat, 20 Jul 2024US$113.0bUS$153.6bUS$5.0b18.8x22.5x0.7x
Mon, 17 Jun 2024US$108.6bUS$153.6bUS$5.0b18.8x21.6x0.7x
Wed, 15 May 2024US$118.5bUS$153.7bUS$5.1b19.3x23.3x0.8x
Fri, 12 Apr 2024US$117.6bUS$153.8bUS$5.1b19x23.2x0.8x
Sun, 10 Mar 2024US$118.6bUS$155.5bUS$5.2b18.6x22.8x0.8x
Tue, 06 Feb 2024US$116.3bUS$157.0bUS$5.2b16.2x22.3x0.7x
Thu, 04 Jan 2024US$126.3bUS$156.2bUS$4.4b16.2x28.8x0.8x
Sat, 02 Dec 2023US$124.7bUS$156.2bUS$4.3b15.6x29x0.8x
Mon, 30 Oct 2023US$118.2bUS$155.5bUS$3.3b18.5x36.1x0.8x
Wed, 27 Sep 2023US$132.0bUS$154.6bUS$3.0b20.6x44.2x0.9x
Fri, 25 Aug 2023US$129.3bUS$154.6bUS$3.0b20.5x43.4x0.8x
Sun, 23 Jul 2023US$145.7bUS$153.3bUS$3.3b20.2x44.3x1x
Tue, 20 Jun 2023US$135.2bUS$149.4bUS$3.1b18.3x43.9x0.9x
Thu, 18 May 2023US$124.4bUS$147.5bUS$2.9b17.6x42.5x0.8x
Sat, 15 Apr 2023US$133.5bUS$145.5bUS$3.3b18.6x40.4x0.9x
Mon, 13 Mar 2023US$135.2bUS$145.7bUS$3.1b18.7x43.2x0.9x
Wed, 08 Feb 2023US$141.3bUS$146.8bUS$3.9b21x36.4x1x
Fri, 06 Jan 2023US$117.1bUS$145.4bUS$3.2b12.5x36.4x0.8x
Sun, 04 Dec 2022US$125.1bUS$144.9bUS$3.4b19.5x36.3x0.9x
Tue, 01 Nov 2022US$94.6bUS$139.3bUS$3.4b18.8x27.9x0.7x
Price to Earnings Ratio

27.9x


Total Market Cap: US$94.6bTotal Earnings: US$3.4bTotal Revenue: US$139.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Components Industry Price to Earnings3Y Average 235x202320242025
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 1kx which is higher than its 3-year average PE of 235x.
  • 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 72% per year over the last three years.
  • Meanwhile revenues for these companies have grown 2.3% 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 Market1.93%
Consumer Discretionary2.29%
Auto Components2.43%
Tires and Rubber5.50%
Auto Parts and Equipment2.37%
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 28.4%, which is higher than its past year's earnings growth of 2.8% per year.
  • Investors are most pessimistic about the Tires and Rubber industry, which is trading below its 3-year average of 62.0x.
Forecasted Growth
  • Analysts are most optimistic on the Auto Parts and Equipment industry, expecting annual earnings growth of 28% over the next 5 years.
  • This is better than its past earnings growth rate of 2.8% per year.
  • In contrast, the Tires and Rubber industry is expected to see its earnings growth to stay flat 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$16.829.5%
+US$826.4m		171.7%PB7.8x
APTV AptivUS$86.194.1%
+US$746.9m		24.4%PE18.5x
GTX Garrett MotionUS$16.9933.3%
+US$744.7m		128.4%PE10.2x
DORM Dorman ProductsUS$158.0310.5%
+US$457.4m		37.5%PE21.4x
MOD Modine ManufacturingUS$161.274.9%
+US$392.6m		26.7%PE45.1x

Latest News

MBLY
US$13.44
Mobileye Global
7D
-4.2%
1Y
6.1%
VC
US$107.82
Visteon
7D
-5.2%
1Y
16.1%
GTX
US$16.99
Garrett Motion
7D
33.3%
1Y
128.4%
GNTX
US$23.64
Gentex
7D
-9.1%
1Y
-24.4%
QS
US$16.82
QuantumScape
7D
9.5%
1Y
171.7%
DORM
US$158.03
Dorman Products
7D
10.5%
1Y
37.5%
SLDP
US$6.15
Solid Power
7D
-3.0%
1Y
400.0%
MOD
US$161.27
Modine Manufacturing
7D
4.9%
1Y
26.7%
APTV
US$86.19
Aptiv
7D
4.1%
1Y
24.4%
BWA
US$43.98
BorgWarner
7D
3.3%
1Y
30.9%

Chinese OEM Wins And Electrification Trends Will Drive Automotive Advancement

BorgWarner's analyst price target has been increased from approximately $44.71 to $47.00. Analysts cite stronger sector trends, updated industry forecasts, and improved company guidance as factors supporting a more optimistic outlook.
ALV
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Autoliv
7D
-1.9%
1Y
22.1%
PATK
US$103.36
Patrick Industries
7D
5.9%
1Y
15.2%
REE
US$1.22
REE Automotive
7D
-4.7%
1Y
-85.2%
WRD
US$10.64
WeRide
7D
5.3%
1Y
-35.7%
SSM
US$8.68
Sono Group
7D
-3.4%
1Y
15.7%