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U.S. Auto Components Industry Analysis

UpdatedFeb 06, 2026
DataAggregated Company Financials
Companies60
  • 7D0.5%
  • 3M-2.0%
  • 1Y13.1%
  • YTD0.4%

Over the last 7 days, the Auto Components industry has remained flat, although notably Lear gained 13%. The past year has been better, since the industry has gained 13% in that time. Looking forward, earnings are forecast to grow by 35% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 06 Feb 2026US$98.1bUS$148.5b-US$1,054,728,131.7924.3x-93x0.7x
Sun, 04 Jan 2026US$102.3bUS$147.6b-US$833,520,799.7819.2x-122.8x0.7x
Tue, 02 Dec 2025US$107.3bUS$150.3b-US$656,871,976.2621.2x-163.3x0.7x
Thu, 30 Oct 2025US$113.3bUS$149.3bUS$2.7b18.9x41.9x0.8x
Sat, 27 Sep 2025US$112.7bUS$148.9bUS$39.3m18.4x2865.4x0.8x
Mon, 25 Aug 2025US$109.2bUS$148.9bUS$40.8m17.1x2679.6x0.7x
Wed, 23 Jul 2025US$100.6bUS$148.4bUS$307.6m14.9x327x0.7x
Fri, 20 Jun 2025US$90.8bUS$148.3bUS$280.2m13.4x323.8x0.6x
Sun, 18 May 2025US$92.1bUS$148.2bUS$235.6m14.1x391.2x0.6x
Tue, 15 Apr 2025US$74.4bUS$149.4bUS$739.6m12.1x100.5x0.5x
Thu, 13 Mar 2025US$85.4bUS$149.3bUS$1.1b15.7x78.8x0.6x
Sat, 08 Feb 2025US$89.4bUS$149.7bUS$1.0b17.9x89x0.6x
Mon, 06 Jan 2025US$95.2bUS$150.3bUS$2.4b18.1x39.4x0.6x
Wed, 04 Dec 2024US$94.9bUS$150.3bUS$2.4b19.2x39.1x0.6x
Fri, 01 Nov 2024US$94.6bUS$161.4bUS$1.9b18.2x48.6x0.6x
Sun, 29 Sep 2024US$99.8bUS$153.0bUS$6.1b19.3x16.4x0.7x
Tue, 27 Aug 2024US$98.8bUS$153.0bUS$6.1b19.8x16.3x0.6x
Thu, 25 Jul 2024US$107.4bUS$153.6bUS$5.1b18.7x21x0.7x
Sat, 22 Jun 2024US$107.7bUS$153.6bUS$5.0b18.3x21.4x0.7x
Mon, 20 May 2024US$118.4bUS$153.7bUS$5.1b19.1x23.3x0.8x
Wed, 17 Apr 2024US$114.8bUS$153.7bUS$5.1b18.5x22.4x0.7x
Fri, 15 Mar 2024US$120.0bUS$155.5bUS$5.2b18.5x23x0.8x
Sun, 11 Feb 2024US$117.7bUS$154.4bUS$4.8b17.8x24.3x0.8x
Tue, 09 Jan 2024US$120.1bUS$156.2bUS$4.4b16.9x27.4x0.8x
Thu, 07 Dec 2023US$124.3bUS$156.2bUS$4.3b15.3x28.8x0.8x
Sat, 04 Nov 2023US$118.3bUS$156.3bUS$4.5b15x26.2x0.8x
Mon, 02 Oct 2023US$135.0bUS$154.6bUS$3.0b20.9x45.2x0.9x
Wed, 30 Aug 2023US$133.6bUS$154.6bUS$3.0b21.4x44.8x0.9x
Fri, 28 Jul 2023US$146.0bUS$153.3bUS$3.3b20.3x44.4x1x
Sun, 25 Jun 2023US$129.2bUS$149.4bUS$3.1b17.1x42x0.9x
Tue, 23 May 2023US$127.6bUS$147.5bUS$2.9b17.8x43.6x0.9x
Thu, 20 Apr 2023US$136.3bUS$145.5bUS$3.3b18.9x41.2x0.9x
Sat, 18 Mar 2023US$132.8bUS$145.6bUS$3.2b17.8x41.2x0.9x
Mon, 13 Feb 2023US$138.8bUS$147.3bUS$3.3b20.5x41.7x0.9x
Price to Earnings Ratio

41.7x


Total Market Cap: US$138.8bTotal Earnings: US$3.3bTotal Revenue: US$147.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Components Industry Price to Earnings3Y Average 218.8x202420252026
Current Industry PE
  • Investors are pessimistic on the American Auto Components industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • 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-2.98%
Consumer Discretionary-5.08%
Auto Components0.55%
Tires and Rubber6.33%
Auto Parts and Equipment0.38%
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 32.7%, 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 33% 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
LEA LearUS$136.0512.8%
+US$802.4m		43.7%PE16.2x
PATK Patrick IndustriesUS$140.608.6%
+US$368.7m		48.0%PE38.8x
ADNT AdientUS$25.2119.8%
+US$326.7m		52.0%PS0.1x
BWA BorgWarnerUS$50.362.9%
+US$305.9m		66.5%PE79.2x
VC VisteonUS$99.717.9%
+US$198.9m		22.8%PE8.8x

Latest News

LEA
US$136.05
Lear
7D
12.8%
1Y
43.7%
THRM
US$31.99
Gentherm
7D
-10.7%
1Y
-14.0%
BWA
US$50.36
BorgWarner
7D
2.9%
1Y
66.5%
PATK
US$140.60
Patrick Industries
7D
8.6%
1Y
48.0%
ADNT
US$25.21
Adient
7D
19.8%
1Y
52.0%

ADNT: China JV And 2026 Guidance Will Shape Balanced Risk Reward

Our Adient fair value estimate edges up by $0.30 to $25.05 as analysts factor in recent price target increases, a lower discount rate, updated revenue and margin assumptions, and a reduced future P/E multiple. Analyst Commentary Recent Street research reflects a mix of optimism and caution around Adient, with several price target adjustments and one rating change feeding into the modest move in our fair value estimate.
VC
US$99.71
Visteon
7D
7.9%
1Y
22.8%

VC: Local AI And ADAS Platforms Will Drive Future Upside Potential

Analysts have kept their fair value estimate for Visteon steady at $148.00, with small refinements to assumptions such as the discount rate, revenue growth, profit margin, and future P/E helping to support this unchanged price target. What's in the News Visteon announced a collaboration with TomTom to bring an in car local AI conversational navigation assistant to market, using Visteon's cognitoAI platform with TomTom's Automotive Navigation Application to focus on speed, privacy, and hybrid offline or online operation (Key Developments).
DORM
US$128.62
Dorman Products
7D
4.2%
1Y
-0.6%

DORM: New CFO Appointment Will Support Future Upside Narrative

Analysts have adjusted their price target for Dorman Products to US$170.38, reflecting updated assumptions around a slightly lower discount rate, modestly different revenue growth expectations, and a small change in projected profit margin and future P/E multiples. What's in the News Dorman Products, Inc.
HSAI
US$23.65
Hesai Group
7D
-4.3%
1Y
40.7%

HSAI: Outperform Initiation And Lidar Capacity Expansion Will Support Future Repricing

Analysts lifted their fair value estimate for Hesai Group from US$30.91 to US$31.81 per share, citing recently initiated positive coverage along with supporting assumptions for revenue growth, profit margins, and future P/E as key drivers behind the updated price target. Analyst Commentary Bullish Takeaways Bullish analysts view the recently initiated positive coverage and updated fair value estimate as support for Hesai Group's execution assumptions on revenue growth and profit margins, even though specific financial outcomes are not disclosed.
MBLY
US$8.40
Mobileye Global
7D
-9.4%
1Y
-49.0%

MBLY: ADAS Monetization And Supervision Pipeline Will Reshape Long Term Expectations

Analysts have trimmed their price expectations for Mobileye Global, cutting the fair value estimate from US$12.00 to US$10.00. A series of target reductions and rating downgrades, partly offset by ongoing confidence in ADAS monetization and the Supervision pipeline, reset assumptions around growth, profitability, discount rate and future P/E multiples.
GT
US$10.22
Goodyear Tire & Rubber
7D
6.3%
1Y
17.7%
APTV
US$79.72
Aptiv
7D
1.1%
1Y
25.6%
SLDP
US$3.75
Solid Power
7D
-22.1%
1Y
177.8%
QS
US$7.76
QuantumScape
7D
-12.3%
1Y
57.1%
ALV
US$124.32
Autoliv
7D
-1.7%
1Y
32.3%
WRD
US$7.36
WeRide
7D
-10.9%
1Y
-53.8%
KDK
US$8.73
Kodiak AI
7D
-6.7%
1Y
-20.8%