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U.S. Auto Components Industry Analysis

UpdatedOct 01, 2025
DataAggregated Company Financials
Companies59
  • 7D0.9%
  • 3M11.5%
  • 1Y21.9%
  • YTD18.7%

Over the last 7 days, the Auto Components industry has remained flat, although notably QuantumScape gained 17%. As for the the longer term, the industry is up 22% over the past 12 months. As for the next few years, earnings are expected to grow by 32% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 02 Oct 2025US$113.0bUS$148.9bUS$38.7m18.5x2922.3x0.8x
Sat, 30 Aug 2025US$109.9bUS$148.9bUS$39.2m17.1x2805.9x0.7x
Mon, 28 Jul 2025US$102.7bUS$148.5bUS$344.0m15.8x298.6x0.7x
Wed, 25 Jun 2025US$94.2bUS$148.3bUS$279.5m13.7x337.1x0.6x
Fri, 23 May 2025US$90.0bUS$148.2bUS$270.7m13.8x332.6x0.6x
Sun, 20 Apr 2025US$74.6bUS$149.4bUS$779.9m12.2x95.6x0.5x
Tue, 18 Mar 2025US$89.7bUS$149.4bUS$736.5m15.9x121.7x0.6x
Thu, 13 Feb 2025US$89.6bUS$149.7bUS$1.1b17.2x84.1x0.6x
Sat, 11 Jan 2025US$90.2bUS$150.3bUS$2.4b17.9x37.4x0.6x
Mon, 09 Dec 2024US$94.0bUS$150.3bUS$2.4b19.6x38.7x0.6x
Wed, 06 Nov 2024US$93.0bUS$161.2bUS$2.0b17.2x46.1x0.6x
Fri, 04 Oct 2024US$95.7bUS$153.0bUS$6.1b18.4x15.7x0.6x
Sun, 01 Sep 2024US$98.6bUS$153.0bUS$6.1b19.3x16.2x0.6x
Tue, 30 Jul 2024US$104.8bUS$153.6bUS$5.1b19.4x20.4x0.7x
Thu, 27 Jun 2024US$107.8bUS$153.6bUS$5.0b18x21.4x0.7x
Sat, 25 May 2024US$114.4bUS$153.6bUS$5.0b19.6x22.8x0.7x
Mon, 22 Apr 2024US$112.1bUS$153.8bUS$5.1b17.8x21.9x0.7x
Wed, 20 Mar 2024US$118.8bUS$155.5bUS$5.2b19.9x22.8x0.8x
Fri, 16 Feb 2024US$117.2bUS$155.7bUS$4.8b18.7x24.2x0.8x
Sun, 14 Jan 2024US$117.5bUS$156.2bUS$4.4b16.3x26.8x0.8x
Tue, 12 Dec 2023US$125.6bUS$156.2bUS$4.3b15.3x29.1x0.8x
Thu, 09 Nov 2023US$117.3bUS$156.0bUS$4.2b14x27.8x0.8x
Sat, 07 Oct 2023US$133.0bUS$154.6bUS$3.0b20.5x44.6x0.9x
Mon, 04 Sep 2023US$137.1bUS$154.6bUS$3.0b21.5x46x0.9x
Wed, 02 Aug 2023US$147.5bUS$154.0bUS$3.3b18.8x44.3x1x
Fri, 30 Jun 2023US$136.1bUS$152.7bUS$3.3b17.6x40.7x0.9x
Sun, 28 May 2023US$132.5bUS$149.4bUS$3.1b17.4x43.1x0.9x
Tue, 25 Apr 2023US$135.8bUS$145.9bUS$3.3b18x41.2x0.9x
Thu, 23 Mar 2023US$131.8bUS$145.6bUS$3.2b17.9x40.6x0.9x
Sat, 18 Feb 2023US$148.4bUS$145.1bUS$3.4b18.4x43.9x1x
Mon, 16 Jan 2023US$125.9bUS$145.0bUS$3.4b16.9x36.7x0.9x
Wed, 14 Dec 2022US$121.8bUS$145.0bUS$3.4b15.8x35.5x0.8x
Fri, 11 Nov 2022US$100.0bUS$143.3bUS$3.2b20.7x31.7x0.7x
Sun, 09 Oct 2022US$86.3bUS$137.2bUS$3.4b18.5x25.3x0.6x
Price to Earnings Ratio

25.3x


Total Market Cap: US$86.3bTotal Earnings: US$3.4bTotal Revenue: US$137.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Components Industry Price to Earnings3Y Average 180.8x202320242025
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 3kx which is higher than its 3-year average PE of 181x.
  • The industry is trading close to its 3-year average PS ratio of 0.74x.
Past Earnings Growth
  • The earnings for companies in the Auto Components industry have declined 78% per year over the last three years.
  • Meanwhile revenues for these companies have grown 2.8% 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 Market0.77%
Consumer Discretionary0.70%
Auto Components0.87%
Auto Parts and Equipment1.04%
Tires and Rubber-7.11%
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 61.9x.
    • 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 33% 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
QS QuantumScapeUS$14.5916.8%
+US$1.2b		162.9%PB8.1x
APTV AptivUS$87.102.4%
+US$448.6m		24.3%PE18.7x
MOD Modine ManufacturingUS$147.874.7%
+US$345.9m		12.2%PE41.3x
BWA BorgWarnerUS$44.262.1%
+US$196.9m		25.0%PE43.5x
MBLY Mobileye GlobalUS$14.181.5%
+US$169.9m		6.8%PS6x

Latest News

GNTX
US$27.94
Gentex
7D
-1.2%
1Y
-5.2%
APTV
US$87.10
Aptiv
7D
2.4%
1Y
24.3%
MOD
US$147.87
Modine Manufacturing
7D
4.7%
1Y
12.2%
GT
US$7.54
Goodyear Tire & Rubber
7D
-7.1%
1Y
-11.9%

Global Vehicle Trends Will Drive Premium Tire Demand

Analysts have lowered Goodyear Tire & Rubber's price target from $11.07 to $10.52, citing sector challenges, execution risks on strategic initiatives, and more attractive cash returns elsewhere, despite some continued confidence in its long-term outlook. Analyst Commentary Bullish analysts highlight Goodyear's "ambitious" plans to expand margins and reduce debt as positive steps.
ALV
US$124.22
Autoliv
7D
-0.5%
1Y
33.3%

Chinese OEM Ties And Mobility Shifts Will Unlock Potential

Autoliv's consensus revenue growth forecast has edged up from 4.2% to 4.4% per annum, supporting a marginal increase in the analyst price target from $128.21 to $129.74. What's in the News Autoliv reiterated full-year 2025 earnings guidance and increased organic sales growth outlook to around 3% due to tariff compensations.
ECX
US$2.08
ECARX Holdings
7D
-1.4%
1Y
6.1%
MBLY
US$14.18
Mobileye Global
7D
1.5%
1Y
6.8%

Design Wins And OEM Alliances Will Spur Single-Chip System Adoption

Analysts maintain a cautious outlook on Mobileye Global as improving industry fundamentals and product catalysts drive some price target increases, but offsetting concerns over global vehicle production, competitive pressures, and valuation have led the consensus price target to edge down marginally from $19.82 to $19.67. Analyst Commentary Bullish analysts cite improving visibility and industry fundamentals in vehicle technology and mobility, anticipating auto suppliers like Mobileye may beat expectations in Q2 and Q3.
WRD
US$10.32
WeRide
7D
-5.4%
1Y
n/a
BWA
US$44.26
BorgWarner
7D
2.1%
1Y
25.0%

Chinese OEM Wins And Electrification Trends Will Drive Automotive Advancement

BorgWarner’s consensus price target saw a slight upward revision to $43.93, as analysts cited resilience in U.S. auto sector fundamentals, better-than-expected Q2 results, and effective cost strategies, while valuation concerns and delayed contract impact tempered enthusiasm. Analyst Commentary Bullish analysts cited stronger-than-expected resilience in U.S. auto sector fundamentals, including stable light vehicle production and consumer strength despite tariff headwinds.
DORM
US$155.18
Dorman Products
7D
0.9%
1Y
39.6%
HSAI
US$27.59
Hesai Group
7D
-6.6%
1Y
438.9%

LiDAR And ADAS Expansion Will Broaden Global Reach

Hesai Group’s consensus price target was modestly raised to $29.09 as analysts highlight robust order wins—including a key deal with Mercedes-Benz—increased ADAS LiDAR adoption, and new market opportunities, all underpinning stronger earnings outlooks. Analyst Commentary Bullish analysts cite strong order wins from both domestic and international OEMs, including a notable breakthrough with Mercedes-Benz, as key catalysts for future growth.
QS
US$14.59
QuantumScape
7D
16.8%
1Y
162.9%

An amazing opportunity to potentially get a 100 bagger

Of course. Here is a glowing bullish narrative for QuantumScape, incorporating the likelihood of Honda as the unnamed OEM partner.
SLDP
US$3.71
Solid Power
7D
-5.6%
1Y
192.1%
LCII
US$92.55
LCI Industries
7D
-4.2%
1Y
-23.0%

Demographic Shifts And RV Trends Will Shape Future Markets

As both the discount rate and future P/E ratio for LCI Industries remained unchanged, the consensus analyst price target was maintained at $104.75. What's in the News Completed repurchase of 1,057,667 shares (4.19%) for $100.58 million under the buyback announced May 2025.
SMP
US$40.97
Standard Motor Products
7D
3.4%
1Y
26.5%
XPEL
US$33.25
XPEL
7D
2.4%
1Y
-22.0%