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U.S. Auto Components Industry Analysis

UpdatedNov 06, 2025
DataAggregated Company Financials
Companies59
  • 7D0.8%
  • 3M10.6%
  • 1Y19.6%
  • YTD16.1%

The Auto Components is pretty flat in the last 7 days, but QuantumScape has stood out, gaining 7.8%. As for the the longer term, the industry is up 20% over the past 12 months. Earnings are forecast to grow by 40% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 06 Nov 2025US$109.0bUS$150.0b-US$215,773,413.7120.1x-505.2x0.7x
Sat, 04 Oct 2025US$115.9bUS$148.9bUS$37.6m18.9x3082.7x0.8x
Mon, 01 Sep 2025US$108.8bUS$148.9bUS$39.2m17.1x2777.5x0.7x
Wed, 30 Jul 2025US$102.3bUS$148.5bUS$344.5m15.8x297.1x0.7x
Fri, 27 Jun 2025US$94.1bUS$148.3bUS$279.2m13.7x336.9x0.6x
Sun, 25 May 2025US$89.1bUS$148.2bUS$269.5m13.5x330.5x0.6x
Tue, 22 Apr 2025US$74.6bUS$149.4bUS$778.4m12.9x95.8x0.5x
Thu, 20 Mar 2025US$88.5bUS$149.4bUS$736.4m15.7x120.2x0.6x
Sat, 15 Feb 2025US$90.2bUS$149.4bUS$1.4b17.7x63.9x0.6x
Mon, 13 Jan 2025US$88.0bUS$150.3bUS$2.4b17.9x36.5x0.6x
Wed, 11 Dec 2024US$94.9bUS$150.3bUS$2.4b19.8x39.1x0.6x
Fri, 08 Nov 2024US$96.3bUS$161.0bUS$2.0b18.4x47.7x0.6x
Sun, 06 Oct 2024US$95.5bUS$153.0bUS$6.1b18.4x15.7x0.6x
Tue, 03 Sep 2024US$98.6bUS$153.0bUS$6.1b18.9x16.2x0.6x
Thu, 01 Aug 2024US$106.4bUS$153.6bUS$5.2b19.4x20.4x0.7x
Sat, 29 Jun 2024US$107.4bUS$153.6bUS$5.0b18x21.4x0.7x
Mon, 27 May 2024US$115.0bUS$153.6bUS$5.0b19.6x22.9x0.7x
Wed, 24 Apr 2024US$114.1bUS$153.8bUS$5.1b18.3x22.3x0.7x
Fri, 22 Mar 2024US$122.6bUS$155.5bUS$5.2b20x23.5x0.8x
Sun, 18 Feb 2024US$117.2bUS$155.8bUS$4.8b18.6x24.4x0.8x
Tue, 16 Jan 2024US$117.5bUS$156.2bUS$4.4b16.3x26.8x0.8x
Thu, 14 Dec 2023US$124.5bUS$156.2bUS$4.3b15.7x28.9x0.8x
Sat, 11 Nov 2023US$113.2bUS$156.2bUS$4.3b14.2x26.4x0.7x
Mon, 09 Oct 2023US$133.0bUS$154.6bUS$3.0b20.5x44.6x0.9x
Wed, 06 Sep 2023US$135.6bUS$154.6bUS$3.0b21.2x45.5x0.9x
Fri, 04 Aug 2023US$143.0bUS$156.4bUS$3.3b17.3x42.8x0.9x
Sun, 02 Jul 2023US$137.4bUS$152.7bUS$3.3b17.5x41.1x0.9x
Tue, 30 May 2023US$132.5bUS$149.4bUS$3.1b17.4x43.1x0.9x
Thu, 27 Apr 2023US$130.9bUS$145.9bUS$3.3b17.8x39.7x0.9x
Sat, 25 Mar 2023US$131.5bUS$145.6bUS$3.3b18.1x40.4x0.9x
Mon, 20 Feb 2023US$148.4bUS$145.1bUS$3.4b18.4x43.9x1x
Wed, 18 Jan 2023US$124.5bUS$145.0bUS$3.4b16.9x36.3x0.9x
Fri, 16 Dec 2022US$119.1bUS$145.0bUS$3.4b15x34.7x0.8x
Sun, 13 Nov 2022US$102.7bUS$143.3bUS$3.1b21.1x32.6x0.7x
Price to Earnings Ratio

32.6x


Total Market Cap: US$102.7bTotal Earnings: US$3.1bTotal Revenue: US$143.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Components Industry Price to Earnings3Y Average 234.7x202320242025
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 0.75x.
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-1.58%
Consumer Discretionary1.00%
Auto Components0.84%
Tires and Rubber14.50%
Auto Parts and Equipment0.60%
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 39.3%, which is higher than its past year's earnings decline of 12.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Tires and Rubber industry, expecting annual earnings growth of 94% over the next 5 years.
  • In contrast, the Auto Parts and Equipment industry is expected to see its earnings grow by 39% 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
QS QuantumScapeUS$17.077.8%
+US$739.6m		238.7%PB8.4x
SLDP Solid PowerUS$8.5154.2%
+US$618.0m		627.4%PS71.4x
LCII LCI IndustriesUS$110.4622.2%
+US$480.7m		-7.8%PE14.9x
ALV AutolivUS$121.404.5%
+US$395.0m		27.8%PE12.3x
BWA BorgWarnerUS$44.884.8%
+US$333.0m		28.8%PE70.6x

Latest News

WRD
US$8.91
WeRide
7D
-15.9%
1Y
-43.1%
LCII
US$110.46
LCI Industries
7D
22.2%
1Y
-7.8%
SLDP
US$8.51
Solid Power
7D
54.2%
1Y
627.4%
PATK
US$106.47
Patrick Industries
7D
7.7%
1Y
22.7%

PATK: Future Returns Will Depend On Demand Stabilization And Inventory Normalization

Patrick Industries' analyst fair value estimate has risen from $108 to $110.20, as analysts remain optimistic about improved revenue growth in the RV sector despite near-term demand challenges and an uncertain macro environment. Analyst Commentary Recent analyst updates highlight both optimism about Patrick Industries' long-term opportunities and caution regarding current market conditions.
GT
US$8.04
Goodyear Tire & Rubber
7D
16.4%
1Y
-18.2%
LEA
US$109.14
Lear
7D
4.9%
1Y
12.8%

LEA: Future Performance Will Reflect Shifting Auto Demand And Competitive Pressures

The analyst price target for Lear has increased by $1.67 to $117.58, as analysts point to improving risk and reward dynamics and the potential for stronger earnings growth in coming years. Analyst Commentary Recent research updates have highlighted a range of viewpoints on Lear's outlook, reflecting both optimism and caution among covering analysts.
BWA
US$44.88
BorgWarner
7D
4.8%
1Y
28.8%

BWA: Expanding China Contracts And Sector Demand Will Drive Upside Momentum

BorgWarner's analyst price target has been increased from $47 to approximately $49.21 per share. Analysts cite ongoing confidence in industry demand, supportive sales trends, and recent upward revisions in sector outlooks as the reasons for this adjustment.
CPS
US$28.97
Cooper-Standard Holdings
7D
-24.9%
1Y
80.7%
ADNT
US$19.98
Adient
7D
-13.7%
1Y
0.5%

ADNT: Future Margin Expansion Will Drive Upside Amid China Growth Plans

Adient’s analyst fair value estimate increased modestly by $0.50 to $29.04 per share. Analysts anticipate gradual improvements in revenue growth and potential margin expansion, supported by sectors insights and recent coverage initiations.
APTV
US$83.61
Aptiv
7D
-2.5%
1Y
55.3%
DAN
US$21.49
Dana
7D
-0.3%
1Y
149.9%
QS
US$17.07
QuantumScape
7D
7.8%
1Y
238.7%
MOD
US$151.21
Modine Manufacturing
7D
-2.6%
1Y
21.0%

New Data Center Expansion And Facility Growth Will Drive Steady Outlook

Analysts have raised their price target for Modine Manufacturing from $170 to $174. They cite slight improvements in profit margin forecasts and a modest adjustment to the discount rate as reasons for the change.
ALV
US$121.40
Autoliv
7D
4.5%
1Y
27.8%

New Mobility Trends and Reclined Seating Technology Will Unlock Potential

Narrative Update on Autoliv Analysts have increased their fair value estimate for Autoliv from $135.21 to $135.98, citing updated forecasts and adjusted assumptions in growth and profitability expectations. What's in the News Issued financial guidance for the full year 2025, expecting around 3% organic sales growth, approximately 1% FX effect on net sales, and an adjusted operating margin in the 10 to 10.5% range, with anticipated operating cash flow of $1.2 billion (Key Developments).
MBLY
US$12.89
Mobileye Global
7D
-1.8%
1Y
-16.5%

Shifting Market Dynamics Will Shape Single-Chip System Adoption Outlook

Mobileye Global's consensus analyst price target has edged down from $19.67 to $19.28, as analysts cite ongoing market caution, revised production estimates, and a more conservative outlook amid sector uncertainties. Analyst Commentary Recent Street research on Mobileye Global reflects a divided outlook, with some analysts raising expectations in select areas while others adopt a more conservative stance.
KDK
US$7.78
Kodiak AI
7D
-15.2%
1Y
-28.4%