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U.S. Auto Components Industry Analysis

UpdatedFeb 07, 2026
DataAggregated Company Financials
Companies60
  • 7D6.6%
  • 3M1.8%
  • 1Y18.4%
  • YTD3.9%

In the last week, the Auto Components industry is up 6.6%, with Aptiv leading the way, up 8.8%. This takes the industry's 12 month performance to a gain of 18%. As for the next few years, earnings are expected to grow by 33% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 07 Feb 2026US$103.0bUS$148.6b-US$1,036,559,054.5425.5x-99.4x0.7x
Mon, 05 Jan 2026US$102.3bUS$147.6b-US$833,520,799.7819.2x-122.8x0.7x
Wed, 03 Dec 2025US$106.9bUS$150.3b-US$657,020,285.0021.3x-162.7x0.7x
Fri, 31 Oct 2025US$111.4bUS$149.3bUS$2.7b18.1x40.6x0.7x
Sun, 28 Sep 2025US$113.7bUS$148.9bUS$39.3m18.4x2892.8x0.8x
Tue, 26 Aug 2025US$109.3bUS$148.9bUS$40.1m17.1x2723.7x0.7x
Thu, 24 Jul 2025US$102.4bUS$148.4bUS$306.9m15.2x333.6x0.7x
Sat, 21 Jun 2025US$90.7bUS$148.3bUS$279.5m13.4x324.6x0.6x
Mon, 19 May 2025US$92.1bUS$148.2bUS$235.6m14.1x391.2x0.6x
Wed, 16 Apr 2025US$75.6bUS$149.4bUS$739.7m12.1x102.2x0.5x
Fri, 14 Mar 2025US$85.2bUS$149.3bUS$1.1b15.4x78.6x0.6x
Sun, 09 Feb 2025US$88.9bUS$149.7bUS$1.0b17.9x88.5x0.6x
Tue, 07 Jan 2025US$95.2bUS$150.3bUS$2.4b18.2x39.4x0.6x
Thu, 05 Dec 2024US$94.1bUS$150.3bUS$2.4b19.6x38.8x0.6x
Sat, 02 Nov 2024US$92.6bUS$161.4bUS$2.0b16.8x47.2x0.6x
Mon, 30 Sep 2024US$99.8bUS$153.0bUS$6.1b19.3x16.4x0.7x
Wed, 28 Aug 2024US$98.2bUS$153.0bUS$6.1b19.7x16.2x0.6x
Fri, 26 Jul 2024US$103.8bUS$153.6bUS$5.1b19.1x20.3x0.7x
Sun, 23 Jun 2024US$109.2bUS$153.6bUS$5.0b18.3x21.7x0.7x
Tue, 21 May 2024US$118.4bUS$153.7bUS$5.1b19.3x23.3x0.8x
Thu, 18 Apr 2024US$112.2bUS$153.7bUS$5.1b18.4x21.9x0.7x
Sat, 16 Mar 2024US$117.5bUS$155.5bUS$5.2b19.6x22.5x0.8x
Mon, 12 Feb 2024US$117.7bUS$154.4bUS$4.8b17.8x24.3x0.8x
Wed, 10 Jan 2024US$120.6bUS$156.2bUS$4.4b16.7x27.5x0.8x
Fri, 08 Dec 2023US$124.3bUS$156.2bUS$4.3b15.4x28.8x0.8x
Sun, 05 Nov 2023US$118.3bUS$156.3bUS$4.5b15x26.2x0.8x
Tue, 03 Oct 2023US$135.0bUS$154.6bUS$3.0b20.7x45.2x0.9x
Thu, 31 Aug 2023US$133.6bUS$154.6bUS$3.0b21.3x44.8x0.9x
Sat, 29 Jul 2023US$144.2bUS$153.0bUS$3.2b20.4x44.6x0.9x
Mon, 26 Jun 2023US$129.2bUS$149.4bUS$3.1b17.1x42x0.9x
Wed, 24 May 2023US$125.7bUS$147.5bUS$2.9b17.5x42.9x0.9x
Fri, 21 Apr 2023US$135.1bUS$145.5bUS$3.3b18.7x40.9x0.9x
Sun, 19 Mar 2023US$132.8bUS$145.6bUS$3.2b17.8x41.2x0.9x
Tue, 14 Feb 2023US$141.1bUS$147.3bUS$3.3b20.6x42.3x1x
Price to Earnings Ratio

42.3x


Total Market Cap: US$141.1bTotal 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 218.6x202420252026
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 Market-0.12%
Consumer Discretionary-4.23%
Auto Components6.64%
Tires and Rubber11.99%
Auto Parts and Equipment6.49%
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 31.2%, which is higher than its past year's earnings decline of 3.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Tires and Rubber industry, expecting annual earnings growth of 96% over the next 5 years.
  • In contrast, the Auto Parts and Equipment industry is expected to see its earnings grow by 31% 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$82.388.8%
+US$1.4b		28.5%PE107.9x
LEA LearUS$140.9520.4%
+US$1.2b		46.6%PE16.7x
BWA BorgWarnerUS$52.2310.2%
+US$1.0b		74.0%PE82.2x
PATK Patrick IndustriesUS$140.8511.6%
+US$488.5m		48.7%PE34.7x
ADNT AdientUS$26.4627.2%
+US$443.4m		56.8%PS0.1x

Latest News

PATK
US$140.85
Patrick Industries
7D
11.6%
1Y
48.7%
LEA
US$140.95
Lear
7D
20.4%
1Y
46.6%

LEA: 2026 Execution And New Capacity Plans Will Shape Future Upside Risk Balance

Analysts have raised their price targets on Lear, supporting a higher fair value estimate of about $140. This mainly reflects updated assumptions for revenue growth, profit margins, the discount rate and future P/E multiples, based on the recent wave of target increases across major firms.
BWA
US$52.23
BorgWarner
7D
10.2%
1Y
74.0%
ADNT
US$26.46
Adient
7D
27.2%
1Y
56.8%

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.
HSAI
US$26.00
Hesai Group
7D
8.9%
1Y
54.8%

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.
GT
US$10.54
Goodyear Tire & Rubber
7D
12.0%
1Y
25.5%
APTV
US$82.38
Aptiv
7D
8.8%
1Y
28.5%
ECX
US$1.67
ECARX Holdings
7D
-7.2%
1Y
-3.5%
SLDP
US$3.95
Solid Power
7D
-11.8%
1Y
199.2%
QS
US$8.47
QuantumScape
7D
-4.3%
1Y
71.5%
ALV
US$125.79
Autoliv
7D
3.8%
1Y
34.7%
KNDI
US$1.07
Kandi Technologies Group
7D
-0.9%
1Y
0%

There's Reason For Concern Over Kandi Technologies Group, Inc.'s (NASDAQ:KNDI) Massive 32% Price Jump

Jan 27
There's Reason For Concern Over Kandi Technologies Group, Inc.'s (NASDAQ:KNDI) Massive 32% Price Jump
SYPR
US$3.18
Sypris Solutions
7D
-9.1%
1Y
40.7%

Sypris Solutions, Inc.'s (NASDAQ:SYPR) 34% Share Price Surge Not Quite Adding Up

Jan 15
Sypris Solutions, Inc.'s (NASDAQ:SYPR) 34% Share Price Surge Not Quite Adding Up
WRD
US$7.81
WeRide
7D
-2.5%
1Y
-51.0%
MKDW
US$2.26
MKDWELL Tech
7D
-27.6%
1Y
-81.4%
CREV
US$0.40
Carbon Revolution
7D
-74.7%
1Y
-89.6%