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U.S. Auto Components Industry Analysis

UpdatedJun 24, 2026
DataAggregated Company Financials
Companies56
  • 7D-4.3%
  • 3M3.2%
  • 1Y4.9%
  • YTD-6.9%

Over the last 7 days, the Auto Components industry has dropped 4.3%, driven by a pullback from Mobileye Global of 17%. On the other hand QuantumScape is actually up 7.2%. In the past year, the industry has gained 4.9%. 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
Thu, 25 Jun 2026US$95.4bUS$148.8b-US$4,164,702,674.1520.6x-22.9x0.6x
Sat, 23 May 2026US$94.3bUS$148.8b-US$4,174,865,197.1619.1x-22.6x0.6x
Mon, 20 Apr 2026US$94.9bUS$155.6b-US$457,715,755.4718.5x-207.4x0.6x
Wed, 18 Mar 2026US$89.9bUS$146.5b-US$960,683,132.2017.3x-93.6x0.6x
Fri, 13 Feb 2026US$110.2bUS$148.7b-US$890,997,675.7225x-123.7x0.7x
Sun, 11 Jan 2026US$107.5bUS$147.6b-US$833,940,608.8823.2x-128.9x0.7x
Tue, 09 Dec 2025US$98.7bUS$147.6b-US$843,202,574.2818.1x-117x0.7x
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
Price to Earnings Ratio

41.1x


Total Market Cap: US$137.4bTotal Earnings: US$3.3bTotal Revenue: US$152.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Components Industry Price to Earnings3Y Average 203.6x202420252026
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 0.70x.
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-2.31%
Consumer Discretionary-4.08%
Auto Components-4.29%
Auto Parts and Equipment-4.25%
Tires and Rubber-6.49%
Industry PE
    Forecasted Growth
    • Analysts are most optimistic on the Auto Parts and Equipment industry, expecting annual earnings growth of 33% 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 33% 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
    		DORM Dorman ProductsUS$131.857.4%
    +US$271.3m    		8.9%PE20.7x
    		VC VisteonUS$118.167.0%
    +US$207.1m    		29.2%PE19.1x
    		ALV AutolivUS$118.902.2%
    +US$193.1m    		7.5%PE12.6x
    		PHIN PHINIAUS$83.496.6%
    +US$190.3m    		91.6%PE21.9x
    		PATK Patrick IndustriesUS$90.515.7%
    +US$161.2m    		0.7%PE21.8x

    Latest News

    MBLY
    US$7.79
    Mobileye Global
    7D
    -10.8%
    1Y
    -56.5%
    VC
    US$118.16
    Visteon
    7D
    7.0%
    1Y
    29.2%
    Seeking Alpha • 12h

    Visteon: Mixed Track Record In Growing Market

    Summary Visteon Corporation operates in a growing global digital cockpit electronics market with a strong position in Europe and Americas. Despite market growth, VC's growth track record isn't very good. A number of factors have weighed on VC's ability to grow. I estimate VC stock to have moderate 11% upside to $133.7, rating it as Hold for now. Read the full article on Seeking Alpha
    QS
    US$7.14
    QuantumScape
    7D
    3.5%
    1Y
    25.9%
    APTV
    US$60.42
    Aptiv
    7D
    -3.9%
    1Y
    -10.4%
    BWA
    US$68.19
    BorgWarner
    7D
    -3.3%
    1Y
    105.7%
    LCII
    US$94.14
    LCI Industries
    7D
    4.9%
    1Y
    5.4%
    Narrative Update • Jun 23

    LCII: Higher Fair Value Will Face Pressure From RV Demand Uncertainty

    Analysts have revised the fair value estimate for LCI Industries to $125 from $105, reflecting updated views that factor in higher discount rates, more cautious revenue growth assumptions, slightly firmer profit margins, and a higher future P/E multiple in light of recent price target changes across the Street. Analyst Commentary Recent Street commentary on LCI Industries highlights a more cautious tone, with several bearish analysts adjusting price targets and assumptions around the core recreational vehicle market.
    LEA
    US$135.58
    Lear
    7D
    -1.7%
    1Y
    46.2%
    Narrative Update • Jun 22

    LEA: North America Production Upside Will Drive Future Earnings Leverage

    Analysts have raised their average price target on Lear, reflecting modestly higher assumptions for revenue growth, profit margins and earnings multiples. This view is supported by recent research that highlights the company's leverage to potential North America auto production upside and updated auto supplier models following Q1 results.
    DCH
    US$5.57
    Dauch
    7D
    -9.7%
    1Y
    35.2%
    Narrative Update • Jun 22

    DCH: Auto Exposure And Dowlais Integration Will Support Future Earnings Power

    For Dauch, the latest narrative update reflects a modestly adjusted analyst price target anchored around $14.90, with analysts pointing to slightly different assumptions on revenue growth, profit margin and future P/E, alongside mixed views on the impact of its Dowlais Group acquisition and exposure to China and the European Union. Analyst Commentary Recent commentary on Dauch highlights a split view, with some analysts focusing on execution risks around the Dowlais Group acquisition and global exposure, while others point to valuation support and the company’s position in core internal combustion engine components for major North American customers.
    DORM
    US$131.85
    Dorman Products
    7D
    7.4%
    1Y
    8.9%
    Analysis Article • Jun 21

    Dorman Products (DORM) Stock Could Be 17.5% Undervalued After Its $450 Million Debt Rework

    Why Dorman Products’ New Debt Moves Matter for Shareholders Dorman Products (DORM) has just reshaped its balance sheet, issuing US$450 million in senior notes and refinancing its revolving credit facility to US$800 million. These steps extend debt maturities and adjust its funding mix. For investors, this kind of refinancing can influence interest expense, liquidity and financial flexibility. All of these factors can affect how the stock might be viewed against its recent share price...
    GTX
    US$33.33
    Garrett Motion
    7D
    -1.3%
    1Y
    235.6%
    Analysis Article • Jun 21

    Garrett Motion (GTX) Stock Could Be 3.8% Undervalued After Its Strong Run

    Garrett Motion Stock Performance Snapshot Garrett Motion (GTX) has attracted attention after recent trading, with the stock closing at $34.32 and showing double digit total returns over the past year and past 3 months. For investors tracking performance, the company reports annual revenue of $3,691.0 and net income of $343.0, with both revenue and net income growth reported on an annual basis. See our latest analysis for Garrett Motion. Garrett Motion's recent 1-day and 7-day share price...
    PHIN
    US$83.49
    PHINIA
    7D
    6.6%
    1Y
    91.6%
    Analysis Article • Jun 20

    PHINIA (PHIN) Stock Could Be 9% Undervalued After Buy Coverage Initiation

    PHINIA (PHIN) has moved into focus after a KeyBanc analyst initiated buy coverage, and Zacks assigned the stock a Rank of #2 (Buy), supported by recent positive earnings estimate revisions. See our latest analysis for PHINIA. PHINIA’s recent analyst attention and earnings estimate upgrades come on top of strong price momentum, with a 30 day share price return of 9.43% and a 1 year total shareholder return of 93.19%, suggesting sentiment has shifted meaningfully in its favor. If this kind of...
    HSAI
    US$15.61
    Hesai Group
    7D
    -8.6%
    1Y
    -19.4%
    Narrative Update • Jun 17

    HSAI: New European Lidar Wins Will Drive Future Stock Repricing

    Hesai Group's updated analyst price target reflects a modest adjustment, as analysts incorporate slightly more conservative revenue and profit forecasts, along with lower valuation multiples in light of softer expected EV sector shipments. Analyst Commentary Recent Street research on Hesai Group highlights a mix of optimism about the company’s long term positioning and caution around near term execution and valuation, particularly in light of softer expected EV shipment trends.
    PATK
    US$90.51
    Patrick Industries
    7D
    5.7%
    1Y
    0.7%
    Narrative Update • Jun 16

    PATK: Future Stock Returns Will Reflect Potential LCI Combination Execution

    Patrick Industries' analyst price target has been reduced following a series of recent cuts from firms such as Roth Capital, BofA, Baird, KeyBanc, and BMO Capital, as analysts reassess their outlook and valuation assumptions for the stock. Analyst Commentary Recent research on Patrick Industries reflects a more cautious stance on the stock, with several firms cutting their price targets in quick succession.
    GT
    US$6.29
    Goodyear Tire & Rubber
    7D
    2.1%
    1Y
    -39.4%
    ALV
    US$118.90
    Autoliv
    7D
    2.2%
    1Y
    7.5%
    Narrative Update • Jun 06

    ALV: Q1 Execution And New Safety Center Support Balanced Future Prospects

    Autoliv's updated analyst price target of $132.18 is broadly in line with the prior estimate, with analysts pointing to small refinements in the discount rate, revenue growth outlook, profit margin assumptions and future P/E expectations rather than a major shift in the investment case. What's in the News Autoliv reported Q1 revenue growth of 6.8% year over year, beating analyst expectations by 4.8%, and the stock rose 3.8% on the results, according to recent earnings coverage.
    VGNT
    US$42.22
    Versigent
    7D
    -6.5%
    1Y
    n/a