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U.S. Auto Components Industry Analysis

UpdatedMar 13, 2025
DataAggregated Company Financials
Companies54
  • 7D-1.0%
  • 3M-10.0%
  • 1Y-24.1%
  • YTD-7.6%

The Auto Components is pretty flat in the last 7 days, but Hesai Group has stood out, gaining 30%. Unfortunately though, the industry is down 24% over the past 12 months. Looking forward, earnings are forecast to grow by 29% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
Wed, 11 Jan 2023US$124.6bUS$145.4bUS$3.2b14.1x38.8x0.9x
Fri, 09 Dec 2022US$118.2bUS$144.9bUS$3.4b16.2x34.3x0.8x
Sun, 06 Nov 2022US$93.4bUS$142.0bUS$4.1b19.2x23x0.7x
Tue, 04 Oct 2022US$85.4bUS$137.2bUS$3.4b18.3x25.1x0.6x
Thu, 01 Sep 2022US$97.7bUS$137.2bUS$3.4b20.3x28.7x0.7x
Sat, 30 Jul 2022US$103.2bUS$133.8bUS$3.6b15.3x28.5x0.8x
Mon, 27 Jun 2022US$96.4bUS$134.2bUS$3.6b14.6x27.1x0.7x
Wed, 25 May 2022US$93.9bUS$134.2bUS$3.5b14.1x26.6x0.7x
Fri, 22 Apr 2022US$110.2bUS$133.3bUS$3.6b18.3x30.8x0.8x
Sun, 20 Mar 2022US$119.0bUS$133.6bUS$3.1b19.4x38.8x0.9x
Price to Earnings Ratio

38.8x


Total Market Cap: US$119.0bTotal Earnings: US$3.1bTotal Revenue: US$133.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Components Industry Price to Earnings3Y Average 33.2x202320242025
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 78.8x which is higher than its 3-year average PE of 33.2x.
  • The industry is trading close to its 3-year average PS ratio of 0.76x.
Past Earnings Growth
  • The earnings for companies in the Auto Components industry have declined 29% per year over the last three years.
  • Meanwhile revenues for these companies have grown 3.8% 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 Market-4.41%
Consumer Discretionary-5.62%
Auto Components-0.99%
Tires and Rubber6.64%
Auto Parts and Equipment-1.22%
Industry PE
  • Investors are most optimistic about the Auto Parts and Equipment industry which is trading above its 3-year average PE ratio of 34.0x.
    • Analysts are expecting annual earnings growth of 29.1%, which is higher than its past year's earnings decline of 11.5% per year.
  • Investors are most pessimistic about the Tires and Rubber industry, which is trading below its 3-year average of 59.3x.
Forecasted Growth
  • Analysts are most optimistic on the Tires and Rubber industry, expecting annual earnings growth of 31% over the next 5 years.
  • In contrast, the Auto Parts and Equipment industry is expected to see its earnings grow by 29% 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
HSAI Hesai GroupUS$22.5529.8%
+US$660.3m
384.4%PS10x
ECX ECARX HoldingsUS$3.2534.9%
+US$288.2m
65.8%PS1.5x
MOD Modine ManufacturingUS$84.366.3%
+US$262.3m
1.7%PE27.7x
MBLY Mobileye GlobalUS$15.101.5%
+US$178.6m
-47.5%PS7.4x
GT Goodyear Tire & RubberUS$9.306.7%
+US$171.6m
-26.0%PE38x
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Latest News

WRD

US$16.58

WeRide

7D

-6.9%

1Y

n/a

MOD

US$84.36

Modine Manufacturing

7D

6.3%

1Y

1.7%

APTV

US$63.76

Aptiv

7D

-2.0%

1Y

-20.0%

BWA

US$28.56

BorgWarner

7D

-2.2%

1Y

-12.0%

HSAI

US$22.55

Hesai Group

7D

29.8%

1Y

384.4%

GT

US$9.30

Goodyear Tire & Rubber

7D

6.7%

1Y

-26.0%

SUP

US$2.01

Superior Industries International

7D

20.4%

1Y

-31.6%

ECX

US$3.25

ECARX Holdings

7D

34.9%

1Y

65.8%

LCII

US$91.18

LCI Industries

7D

-6.7%

1Y

-18.6%

MBLY

US$15.10

Mobileye Global

7D

1.5%

1Y

-47.5%