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U.S. Auto Components Industry Analysis

UpdatedOct 21, 2025
DataAggregated Company Financials
Companies59
  • 7D-0.2%
  • 3M7.8%
  • 1Y22.3%
  • YTD17.2%

Last week, the Auto Components industry hasn't moved much but Modine Manufacturing is up 5.4% in that time. As for the the longer term, the industry is up 19% over the past 12 months. Earnings are forecast to grow by 31% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
Wed, 30 Nov 2022US$119.2bUS$144.9bUS$3.4b19.6x34.6x0.8x
Fri, 28 Oct 2022US$92.0bUS$139.1bUS$3.4b18.3x27.1x0.7x
Price to Earnings Ratio

27.1x


Total Market Cap: US$92.0bTotal Earnings: US$3.4bTotal Revenue: US$139.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Components Industry Price to Earnings3Y Average 229.6x202320242025
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 230x.
  • 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 Market1.17%
Consumer Discretionary1.09%
Auto Components-0.21%
Tires and Rubber4.89%
Auto Parts and Equipment-0.30%
Industry PE
  • Investors are most optimistic about the Tires and Rubber industry even though it's trading below its 3-year average PE ratio of 62.0x.
    • Analysts are expecting annual earnings growth of 1.6% and investors are willing to pay a premium for that growth.
Forecasted Growth
  • Analysts are most optimistic on the Auto Parts and Equipment industry, expecting annual earnings growth of 31% 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
BWA BorgWarnerUS$42.972.9%
+US$264.0m		25.7%PE42.3x
MOD Modine ManufacturingUS$157.732.7%
+US$214.2m		22.5%PE44.1x
APTV AptivUS$83.400.8%
+US$145.9m		19.7%PE17.9x
DORM Dorman ProductsUS$143.812.7%
+US$114.5m		25.0%PE19.4x
GNTX GentexUS$26.441.8%
+US$105.4m		-10.0%PE14.7x

Latest News

BWA
US$42.97
BorgWarner
7D
2.9%
1Y
25.7%

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
US$117.68
Autoliv
7D
-0.9%
1Y
20.8%
HSAI
US$22.99
Hesai Group
7D
-2.8%
1Y
379.0%

LiDAR And ADAS Expansion Will Broaden Global Reach

Analysts have raised their price target for Hesai Group from $29.62 to $30.36 per share, citing expectations for accelerating LiDAR adoption and improving profitability. Analyst Commentary Recent analyst activity around Hesai Group highlights a generally optimistic outlook, with several firms raising their price targets and rating the stock a Buy.
DAN
US$19.34
Dana
7D
4.2%
1Y
87.8%
DORM
US$143.81
Dorman Products
7D
2.7%
1Y
25.0%

North American Aging Vehicles Will Sustain Aftermarket Demand

Analysts have raised their price target for Dorman Products, increasing it by $12 to $182. They cite the company's resilient core business, secular growth trends in the auto aftermarket, and expectations for continued earnings expansion in the coming years.
SLDP
US$6.51
Solid Power
7D
-6.2%
1Y
429.3%

BMW And SK On Ties Will Fuel Potential Despite Risks

Narrative Update: Solid Power Analyst Price Target Adjustment Analysts have slightly raised their fair value estimate for Solid Power to $4.00 per share, citing modest improvements in the discount rate and profit margin assumptions. What's in the News Solid Power, Inc.
PATK
US$97.37
Patrick Industries
7D
-1.9%
1Y
6.8%
MOD
US$157.73
Modine Manufacturing
7D
2.7%
1Y
22.5%

Expanding Data Centers And HVAC Will Fuel Future Opportunity

Analysts Raise Modine Manufacturing Price Target on Improved Growth Outlook Analysts have increased Modine Manufacturing's price target by $10 to $170, citing a stronger revenue growth forecast even though there is a slight decrease in the projected profit margin. What's in the News Modine is hiring dozens of employees for its new 153,000-square-foot facility in Franklin, Wisconsin.
CPS
US$35.38
Cooper-Standard Holdings
7D
7.4%
1Y
151.1%
KDK
US$8.31
Kodiak AI
7D
-7.7%
1Y
-23.5%

Kodiak AI - a potential 100 bagger opportunity?

Kodiak AI - a potential 100 bagger opportunity? Investment Analysis: Kodiak AI, Inc.
QS
US$16.14
QuantumScape
7D
-4.4%
1Y
204.5%
GT
US$7.04
Goodyear Tire & Rubber
7D
4.9%
1Y
-14.0%

Global Vehicle Trends Will Drive Premium Tire Demand

Analysts have modestly reduced their fair value estimate for Goodyear Tire & Rubber to approximately $10.15 from $10.52. They cite concerns over the company's slower revenue growth and sector-wide caution, despite ongoing efforts to improve margins and manage debt.
APTV
US$83.40
Aptiv
7D
0.8%
1Y
19.7%

Advanced Electrical Architectures And ADAS Will Fuel Future Markets

Aptiv's analyst price target has increased from $88 to $91.81, as analysts cite stronger industry and end-market performance, improved business dynamics, and optimism around the company's pending spinoff. Analyst Commentary Recent analyst commentary on Aptiv has become notably more optimistic, with multiple firms updating price targets and ratings to reflect stronger industry fundamentals and improved company performance.
MBLY
US$14.70
Mobileye Global
7D
-4.7%
1Y
13.1%
GNTX
US$26.44
Gentex
7D
1.8%
1Y
-10.0%
WRD
US$10.37
WeRide
7D
-2.4%
1Y
n/a