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U.S. Auto Components Industry Analysis

UpdatedDec 26, 2025
DataAggregated Company Financials
Companies58
  • 7D-1.0%
  • 3M-7.0%
  • 1Y7.1%
  • YTD8.2%

Kodiak AI is up 19%, leading the way for the Auto Components industry, which has gained 1.2%. In the last 12 months, the industry was up 8.9%. Looking forward, 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
Fri, 26 Dec 2025US$99.9bUS$147.6b-US$844,725,549.9819.1x-118.3x0.7x
Sun, 23 Nov 2025US$102.3bUS$150.3b-US$765,392,421.0424.5x-133.7x0.7x
Tue, 21 Oct 2025US$112.2bUS$149.1bUS$74.7m17.9x1502x0.8x
Thu, 18 Sep 2025US$112.3bUS$148.9bUS$37.9m18.2x2959.6x0.8x
Sat, 16 Aug 2025US$106.5bUS$148.9bUS$42.5m16.7x2505x0.7x
Mon, 14 Jul 2025US$99.7bUS$148.3bUS$279.3m14.8x357.1x0.7x
Wed, 11 Jun 2025US$91.6bUS$148.3bUS$280.2m14.5x326.8x0.6x
Fri, 09 May 2025US$83.5bUS$148.1bUS$491.8m13.9x169.8x0.6x
Sun, 06 Apr 2025US$77.2bUS$149.4bUS$738.0m12.6x104.6x0.5x
Tue, 04 Mar 2025US$87.9bUS$149.3bUS$1.1b16.9x81.1x0.6x
Thu, 30 Jan 2025US$91.8bUS$150.3bUS$2.4b18.8x38x0.6x
Sat, 28 Dec 2024US$94.0bUS$150.3bUS$2.4b18x39x0.6x
Mon, 25 Nov 2024US$100.9bUS$159.2bUS$2.2b19.8x46.9x0.6x
Wed, 23 Oct 2024US$97.0bUS$162.1bUS$6.1b19.3x15.8x0.6x
Fri, 20 Sep 2024US$93.1bUS$153.0bUS$6.1b19.2x15.3x0.6x
Sun, 18 Aug 2024US$95.0bUS$153.0bUS$6.1b18.7x15.6x0.6x
Tue, 16 Jul 2024US$111.1bUS$153.6bUS$5.0b18.7x22.1x0.7x
Thu, 13 Jun 2024US$113.4bUS$153.6bUS$5.0b19.1x22.6x0.7x
Sat, 11 May 2024US$118.7bUS$153.7bUS$5.1b19.2x23.3x0.8x
Mon, 08 Apr 2024US$119.7bUS$153.8bUS$5.1b19.7x23.6x0.8x
Wed, 06 Mar 2024US$117.4bUS$155.6bUS$5.2b19.2x22.4x0.8x
Fri, 02 Feb 2024US$117.5bUS$157.0bUS$5.2b16.5x22.6x0.7x
Sun, 31 Dec 2023US$135.0bUS$156.2bUS$4.3b16.8x31.3x0.9x
Tue, 28 Nov 2023US$127.2bUS$156.2bUS$4.3b15.1x29.6x0.8x
Thu, 26 Oct 2023US$120.8bUS$154.9bUS$3.0b19.3x40.1x0.8x
Sat, 23 Sep 2023US$133.0bUS$154.6bUS$3.0b20.7x44.6x0.9x
Mon, 21 Aug 2023US$130.2bUS$154.6bUS$3.0b20.7x43.7x0.8x
Wed, 19 Jul 2023US$148.3bUS$152.7bUS$3.3b19.1x44.7x1x
Fri, 16 Jun 2023US$136.2bUS$149.4bUS$3.1b18.3x44.3x0.9x
Sun, 14 May 2023US$123.0bUS$147.5bUS$2.9b17.7x42x0.8x
Tue, 11 Apr 2023US$131.0bUS$145.5bUS$3.3b18x39.6x0.9x
Thu, 09 Mar 2023US$141.6bUS$145.7bUS$3.1b19.4x45.3x1x
Sat, 04 Feb 2023US$143.4bUS$146.5bUS$3.8b18.4x37.5x1x
Mon, 02 Jan 2023US$118.5bUS$145.4bUS$3.2b15.7x36.9x0.8x
Price to Earnings Ratio

36.9x


Total Market Cap: US$118.5bTotal 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 224.8x20242025
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 Market1.34%
Consumer Discretionary0.95%
Auto Components-0.98%
Auto Parts and Equipment-0.96%
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 37.6%, 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
BWA BorgWarnerUS$45.420.9%
+US$83.4m		41.1%PE71.4x
PATK Patrick IndustriesUS$112.551.7%
+US$61.6m		34.8%PE31.1x
PHIN PHINIAUS$61.321.3%
+US$30.4m		27.1%PE26.2x
KDK Kodiak AIUS$10.441.2%
+US$21.0m		-4.7%PS111x
XPEL XPELUS$51.691.4%
+US$19.1m		30.4%PE30.6x

Latest News

QS
US$11.18
QuantumScape
7D
-2.2%
1Y
87.9%
XPEL
US$51.69
XPEL
7D
1.4%
1Y
30.4%

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$76.77
Aptiv
7D
-1.9%
1Y
27.2%

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.
GNTX
US$23.38
Gentex
7D
-0.8%
1Y
-20.0%

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FOXF
US$17.65
Fox Factory Holding
7D
2.0%
1Y
-40.4%

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$61.32
PHINIA
7D
1.3%
1Y
27.1%
PATK
US$112.55
Patrick Industries
7D
1.7%
1Y
34.8%
HSAI
US$22.36
Hesai Group
7D
-5.1%
1Y
65.4%
LEA
US$116.55
Lear
7D
-1.9%
1Y
22.2%
BWA
US$45.42
BorgWarner
7D
0.9%
1Y
41.1%

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%
LCII
US$123.81
LCI Industries
7D
0.1%
1Y
20.6%

LCII: Q3 Execution And RV Content Will Drive Stronger Earnings Through Cycle

Analysts have nudged their price target on LCI Industries higher, lifting fair value to $140 from $135, as stronger than expected Q3 execution, resilient RV content and aftermarket trends, and confidence in the company’s ability to offset past market share concerns support a modestly higher growth and valuation outlook, despite slightly lower margin assumptions. Analyst Commentary Bullish analysts are increasingly constructive on LCI Industries following its Q3 earnings beat, highlighting a combination of stronger execution, resilient RV content growth, and a more supportive long term backdrop for margins and cash generation.
VC
US$96.96
Visteon
7D
-2.9%
1Y
8.5%

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).
ALV
US$119.87
Autoliv
7D
-1.0%
1Y
27.0%

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.
ECX
US$1.68
ECARX Holdings
7D
-6.7%
1Y
-11.1%
KDK
US$10.44
Kodiak AI
7D
1.2%
1Y
-4.7%