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

U.S. Auto Components Industry Analysis

UpdatedJun 05, 2026
DataAggregated Company Financials
Companies53
  • 7D2.7%
  • 3M13.5%
  • 1Y22.2%
  • YTD4.0%

In the last week, the Auto Components industry is up 4.5%, with Aptiv up 15%. Meanwhile, LCI Industries actually underperformed within the industry, shrinking 15% in the last week. This means that the industry has gained 24% over the past year. Looking forward, earnings are forecast to grow by 32% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 05 Jun 2026US$105.6bUS$148.8b-US$4,175,633,956.0420.4x-25.3x0.7x
Sun, 03 May 2026US$95.6bUS$156.0b-US$4,221,487,141.5818.7x-22.6x0.6x
Tue, 31 Mar 2026US$87.2bUS$146.6b-US$960,197,240.6217x-90.8x0.6x
Thu, 26 Feb 2026US$104.0bUS$148.9b-US$1,004,705,804.6520.1x-103.5x0.7x
Sat, 24 Jan 2026US$105.3bUS$147.5b-US$890,266,843.3524.5x-118.3x0.7x
Mon, 22 Dec 2025US$100.9bUS$147.6b-US$843,953,515.6519.6x-119.5x0.7x
Wed, 19 Nov 2025US$103.1bUS$150.2b-US$761,854,270.7422.4x-135.3x0.7x
Fri, 17 Oct 2025US$113.8bUS$148.9bUS$37.8m17.9x3009.1x0.8x
Sun, 14 Sep 2025US$111.8bUS$148.9bUS$38.9m17.8x2875.9x0.8x
Tue, 12 Aug 2025US$99.9bUS$148.8b-US$51,279,943.9215.2x-1948x0.7x
Thu, 10 Jul 2025US$101.6bUS$148.3bUS$279.9m15x363x0.7x
Sat, 07 Jun 2025US$90.0bUS$148.3bUS$282.3m13.5x318.7x0.6x
Mon, 05 May 2025US$83.0bUS$149.0bUS$626.7m16.4x132.4x0.6x
Wed, 02 Apr 2025US$84.1bUS$149.4bUS$737.5m13.7x114.1x0.6x
Fri, 28 Feb 2025US$89.4bUS$149.3bUS$1.1b17.5x81.3x0.6x
Sun, 26 Jan 2025US$94.0bUS$150.3bUS$2.4b19x38.9x0.6x
Tue, 24 Dec 2024US$90.3bUS$150.3bUS$2.4b17.8x37.4x0.6x
Thu, 21 Nov 2024US$96.4bUS$159.4bUS$2.2b19.1x44.8x0.6x
Sat, 19 Oct 2024US$97.6bUS$162.2bUS$6.1b19.2x15.9x0.6x
Mon, 16 Sep 2024US$91.4bUS$153.0bUS$6.1b18x15x0.6x
Wed, 14 Aug 2024US$91.8bUS$152.9bUS$6.1b18.9x15.1x0.6x
Fri, 12 Jul 2024US$106.4bUS$153.6bUS$5.0b18.1x21.2x0.7x
Sun, 09 Jun 2024US$117.5bUS$153.6bUS$5.0b19.5x23.4x0.8x
Tue, 07 May 2024US$119.3bUS$154.1bUS$5.0b18.9x23.9x0.8x
Thu, 04 Apr 2024US$121.9bUS$153.8bUS$5.1b19.8x24.1x0.8x
Sat, 02 Mar 2024US$117.4bUS$155.6bUS$5.2b19.5x22.5x0.8x
Mon, 29 Jan 2024US$119.3bUS$156.8bUS$4.5b16x26.4x0.8x
Wed, 27 Dec 2023US$134.4bUS$156.2bUS$4.3b17x31.2x0.9x
Fri, 24 Nov 2023US$124.6bUS$156.2bUS$4.3b15.2x28.9x0.8x
Sun, 22 Oct 2023US$123.7bUS$154.9bUS$3.0b19.6x41.1x0.8x
Tue, 19 Sep 2023US$133.9bUS$154.6bUS$3.0b20.9x44.9x0.9x
Thu, 17 Aug 2023US$132.1bUS$154.6bUS$3.0b20.7x44.3x0.9x
Sat, 15 Jul 2023US$146.3bUS$152.7bUS$3.3b18.8x44.1x1x
Mon, 12 Jun 2023US$133.5bUS$149.4bUS$3.1b18.2x43.4x0.9x
Price to Earnings Ratio

43.4x


Total Market Cap: US$133.5bTotal Earnings: US$3.1bTotal Revenue: US$149.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Components Industry Price to Earnings3Y Average 204.8x202420252026
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 0.71x.
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-0.11%
Consumer Discretionary-4.28%
Auto Components2.70%
Auto Parts and Equipment2.91%
Tires and Rubber-8.69%
Industry PE
    Forecasted Growth
    • Analysts are most optimistic on the Auto Parts and Equipment industry, expecting annual earnings growth of 32% over the next 5 years.
    • This is better than its past earnings growth rate of 11% per year.
    • In contrast, the Auto Parts and Equipment industry is expected to see its earnings grow by 32% 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$72.9214.5%
    +US$2.0b    		11.4%PE42.3x
    		BWA BorgWarnerUS$77.038.0%
    +US$1.2b    		139.5%PE43.6x
    		VGNT VersigentUS$50.1713.3%
    +US$416.1m    		n/aPE7x
    		GNTX GentexUS$25.054.0%
    +US$206.6m    		17.5%PE13.9x
    		PHIN PHINIAUS$82.256.2%
    +US$178.8m    		93.6%PE21.6x

    Latest News

    GT
    US$5.66
    Goodyear Tire & Rubber
    7D
    -8.7%
    1Y
    -47.4%
    LCII
    US$96.04
    LCI Industries
    7D
    -14.9%
    1Y
    8.5%
    LEA
    US$143.98
    Lear
    7D
    -2.0%
    1Y
    64.9%
    PATK
    US$86.05
    Patrick Industries
    7D
    -7.7%
    1Y
    -5.0%
    Seeking Alpha • 11h

    Patrick Industries: Shares Are Cheaper, But Caution Is Warranted

    Summary Patrick Industries now appears slightly undervalued after a 35% stock decline, but I maintain a 'hold' rating due to macroeconomic risks. Recent revenue fell to $997.2M, driven by weakness in RV and Manufactured Housing segments, despite resilient profitability and strong cash flow after adjustments. PATK’s long-term growth prospects remain compelling, supported by acquisition-driven expansion and large addressable markets across RV, marine, housing, and powersports. I would upgrade to 'buy' if economic conditions improve, as the current valuation offers potential upside in a healthier macro environment. Read the full article on Seeking Alpha
    BWA
    US$77.03
    BorgWarner
    7D
    8.0%
    1Y
    139.5%
    ALV
    US$130.34
    Autoliv
    7D
    1.1%
    1Y
    23.9%
    GTX
    US$32.86
    Garrett Motion
    7D
    -1.3%
    1Y
    223.7%
    Narrative Update • Jun 03

    GTX: Data Center Turbos And Buybacks Will Shape Balanced Electrification Path

    Analysts lifted the blended price target on Garrett Motion to $35.67 from $22.17, citing updated models that factor in new product introductions, modestly more favorable auto supplier risk/reward, and higher assumed revenue growth, profit margin, and future P/E multiples. Analyst Commentary Bullish Takeaways Bullish analysts see room for valuation to expand, pointing to higher price targets in the low to mid US$30s and one outlier at US$42 that reflect updated assumptions for earnings power and P/E multiples.
    APTV
    US$72.92
    Aptiv
    7D
    14.5%
    1Y
    11.4%
    Narrative Update • Jun 03

    APTV: Versigent Spin Off And Edge AI Partnership Will Reshape Future Content Mix

    Analysts have trimmed Aptiv's fair value estimate from about $100.81 to $78.47 as updated models reflect a higher discount rate, weaker revenue expectations after the Versigent spin off, slightly lower profit margins, and a higher assumed future P/E multiple consistent with more cautious sector price targets. Analyst Commentary Recent Street research around Aptiv reflects a mix of optimism on long term content growth and caution around execution and valuation after the Versigent spin off.
    PHIN
    US$82.25
    PHINIA
    7D
    6.2%
    1Y
    93.6%
    Narrative Update • Jun 03

    PHIN: Future Upside Will Hinge On Hydrogen Rollout And Ongoing Buybacks

    Analysts have nudged their fair value estimate for PHINIA from $87.50 to $88.75, citing updated assumptions for revenue growth, profit margins, discount rates, and future P/E following recent positive Street research. Analyst Commentary Bullish Takeaways Bullish analysts see recent Street research as support for a slightly higher fair value, which aligns with the move from US$87.50 to US$88.75 and points to more confidence in PHINIA's ability to execute on its current plan.
    WRD
    US$7.25
    WeRide
    7D
    -2.3%
    1Y
    -17.1%
    FOXF
    US$17.75
    Fox Factory Holding
    7D
    -5.7%
    1Y
    -32.7%
    Narrative Update • Jun 03

    FOXF: Margin Resilience And Cost Focus Will Support Future Upside Potential

    Analysts have lowered their price target on Fox Factory Holding by $2, citing updated assumptions on revenue contraction, profit margins, and future P/E that modestly reduce the estimated fair value. What's in the News Fox Factory Holding issued earnings guidance for the second quarter of 2026, with expected net sales between US$343 million and US$365 million.
    MBLY
    US$10.54
    Mobileye Global
    7D
    1.2%
    1Y
    -36.1%
    Narrative Update • Jun 02

    MBLY: ADAS Wins And Robotaxi Progress Will Drive Future Upside

    Analysts have trimmed the fair value estimate for Mobileye Global to $13.29 from $15.49, reflecting a mix of cautious price target changes and views that near term upside is more balanced, even as longer term opportunities in higher autonomy and robotics remain tied to uncertain outcomes. Analyst Commentary Recent research echoes the cut in the fair value estimate, with a mix of cautious and constructive views on Mobileye Global's valuation, execution risk, and long term growth optionality in higher autonomy and robotics.
    ADNT
    US$22.83
    Adient
    7D
    -3.8%
    1Y
    45.4%
    GNTX
    US$25.05
    Gentex
    7D
    4.0%
    1Y
    17.5%
    ECX
    US$1.40
    ECARX Holdings
    7D
    33.3%
    1Y
    -11.9%
    VGNT
    US$50.17
    Versigent
    7D
    13.3%
    1Y
    n/a