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U.S. Auto Components Industry Analysis

UpdatedDec 31, 2025
DataAggregated Company Financials
Companies59
  • 7D0.4%
  • 3M-7.9%
  • 1Y8.4%
  • YTD8.5%

Over the last 7 days, the Auto Components industry has remained flat, although notably Mobileye Global gained 4.3%. The past year has been better, since the industry has gained 8.4% in that time. As for the next few years, earnings are expected to grow by 39% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 31 Dec 2025US$100.1bUS$147.6b-US$833,441,029.8419.1x-120.1x0.7x
Fri, 28 Nov 2025US$106.4bUS$150.3b-US$656,778,439.9821.2x-162.1x0.7x
Sun, 26 Oct 2025US$114.1bUS$149.1bUS$2.7b18.8x42.2x0.8x
Tue, 23 Sep 2025US$117.0bUS$148.9bUS$38.4m18.4x3044.9x0.8x
Thu, 21 Aug 2025US$106.0bUS$148.9bUS$41.7m16.3x2545.4x0.7x
Sat, 19 Jul 2025US$102.2bUS$148.3bUS$279.8m14.5x365.2x0.7x
Mon, 16 Jun 2025US$90.7bUS$148.3bUS$279.9m13.6x324x0.6x
Wed, 14 May 2025US$92.2bUS$148.2bUS$238.0m14.1x387.6x0.6x
Fri, 11 Apr 2025US$80.6bUS$149.4bUS$739.7m11.9x109x0.5x
Sun, 09 Mar 2025US$87.5bUS$149.3bUS$1.1b16.9x80.7x0.6x
Tue, 04 Feb 2025US$90.6bUS$149.8bUS$2.3b16.6x40.2x0.6x
Thu, 02 Jan 2025US$93.2bUS$150.3bUS$2.4b18.2x38.6x0.6x
Sat, 30 Nov 2024US$99.3bUS$150.4bUS$2.1b19.4x46.5x0.7x
Mon, 28 Oct 2024US$99.6bUS$162.0bUS$5.8b19.2x17.2x0.6x
Wed, 25 Sep 2024US$95.3bUS$153.0bUS$6.1b18.6x15.7x0.6x
Fri, 23 Aug 2024US$97.6bUS$153.0bUS$6.1b19.1x16.1x0.6x
Sun, 21 Jul 2024US$107.6bUS$153.6bUS$5.0b18.8x21.4x0.7x
Tue, 18 Jun 2024US$108.6bUS$153.6bUS$5.0b18.4x21.6x0.7x
Thu, 16 May 2024US$119.6bUS$153.7bUS$5.1b19.4x23.5x0.8x
Sat, 13 Apr 2024US$118.2bUS$153.8bUS$5.1b18.8x23.3x0.8x
Mon, 11 Mar 2024US$118.6bUS$155.5bUS$5.2b18.6x22.8x0.8x
Wed, 07 Feb 2024US$118.4bUS$157.0bUS$5.2b15.9x22.7x0.8x
Fri, 05 Jan 2024US$119.9bUS$156.2bUS$4.4b16.2x27.4x0.8x
Sun, 03 Dec 2023US$125.3bUS$156.2bUS$4.3b15.6x29.1x0.8x
Tue, 31 Oct 2023US$117.3bUS$155.5bUS$3.3b18.4x35.8x0.8x
Thu, 28 Sep 2023US$132.1bUS$154.6bUS$3.0b20.6x44.3x0.9x
Sat, 26 Aug 2023US$130.4bUS$154.6bUS$3.0b20.7x43.7x0.8x
Mon, 24 Jul 2023US$145.7bUS$153.3bUS$3.3b20.2x44.3x1x
Wed, 21 Jun 2023US$131.8bUS$149.4bUS$3.1b17.6x42.8x0.9x
Fri, 19 May 2023US$125.5bUS$147.5bUS$2.9b17.7x42.9x0.9x
Sun, 16 Apr 2023US$133.5bUS$145.5bUS$3.3b18.6x40.4x0.9x
Tue, 14 Mar 2023US$133.8bUS$145.7bUS$3.1b18.3x42.8x0.9x
Thu, 09 Feb 2023US$141.1bUS$146.5bUS$3.8b21.2x36.9x1x
Sat, 07 Jan 2023US$120.8bUS$145.4bUS$3.2b12.4x37.6x0.8x
Price to Earnings Ratio

37.6x


Total Market Cap: US$120.8bTotal Earnings: US$3.2bTotal Revenue: US$145.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Components Industry Price to Earnings3Y Average 224.1x20242025
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-0.48%
Consumer Discretionary-1.49%
Auto Components0.40%
Tires and Rubber2.51%
Auto Parts and Equipment0.35%
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 37.5%, which is higher than its past year's earnings decline of 12.5% per year.
Forecasted Growth
  • Analysts are most optimistic on the Tires and Rubber industry, expecting annual earnings growth of 109% over the next 5 years.
  • In contrast, the Auto Parts and Equipment industry is expected to see its earnings grow by 38% 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
MBLY Mobileye GlobalUS$10.614.3%
+US$358.1m		-46.7%PS4.5x
BWA BorgWarnerUS$45.731.2%
+US$119.8m		43.9%PE71.9x
APTV AptivUS$76.900.7%
+US$116.7m		27.1%PE56.3x
HSAI Hesai GroupUS$22.912.5%
+US$85.9m		65.8%PE58.2x
PHIN PHINIAUS$63.333.6%
+US$85.3m		31.5%PE27.1x

Latest News

DAN
US$24.10
Dana
7D
2.6%
1Y
108.5%

Calculating The Intrinsic Value Of Dana Incorporated (NYSE:DAN)

Dec 31
Calculating The Intrinsic Value Of Dana Incorporated (NYSE:DAN)
MBLY
US$10.61
Mobileye Global
7D
4.3%
1Y
-46.7%
GT
US$8.95
Goodyear Tire & Rubber
7D
2.5%
1Y
-0.6%

GT: Q3 Execution And Sector Tailwinds Will Support Balanced Upside Despite Import Pressure

Analysts have trimmed their price targets on Goodyear Tire and Rubber by 1 to 1.50 dollars to a range of 10 to 14 dollars, citing strong Q3 execution and improving auto supplier fundamentals, offset by mounting pressure from low cost tire imports. Analyst Commentary Analyst sentiment on Goodyear Tire and Rubber remains mixed, with recent target cuts framed more as valuation recalibrations rather than outright downgrades of the company’s execution or long term potential.
QS
US$10.38
QuantumScape
7D
-7.2%
1Y
100.0%
APTV
US$76.90
Aptiv
7D
0.7%
1Y
27.1%

APTV: Medium Term Bookings And Physical AI Shift Will Drive Upside

Narrative Update The analyst-derived fair value estimate for Aptiv has been raised from approximately $65 to $86 per share. This reflects analysts' increased confidence in the company’s improving profit margins, slightly better growth trajectory, and higher long term earnings power supported by recent price target hikes and positive medium term bookings commentary.
SLDP
US$4.28
Solid Power
7D
-5.1%
1Y
126.5%

SLDP: New Battery Partnership Will Drive Future Margin Expansion And Upside Potential

Analysts have slightly raised their price target on Solid Power to reflect a marginally higher assessed fair value of 7.00 dollars per share, supported by largely unchanged expectations for revenue growth, profitability, and valuation multiples, despite a modest uptick in the assumed discount rate. What's in the News Reported completion of its existing share repurchase authorization, having bought back 9,065,797 shares, or 5.03% of outstanding shares, for a total of 12.59 million dollars under the buyback announced on January 23, 2024 (Key Developments) Disclosed that no additional shares were repurchased between July 1, 2025 and September 30, 2025 under the current buyback window, signaling a pause in incremental capital returns via repurchases during the period (Key Developments) Announced a strategic collaboration with Samsung SDI and BMW to develop and validate a demonstration vehicle using all solid state battery technology, targeting future commercialization of next generation EV batteries (Key Developments) Under the new collaboration, Solid Power will supply sulfide based solid electrolyte to Samsung SDI, which will integrate the material into separators and catholytes to build cells for evaluation against performance criteria set with BMW (Key Developments) The three way partnership is intended to position Solid Power as a supplier of electrolytes to Tier 1 battery manufacturers and automotive OEMs, and to leverage the potential of all solid state cells for higher energy density, longer battery life, and improved safety (Key Developments) Valuation Changes Fair Value: Maintained at 7.00 dollars per share, indicating no material change in the analysts' central valuation.
PHIN
US$63.33
PHINIA
7D
3.6%
1Y
31.5%
PATK
US$111.35
Patrick Industries
7D
-1.1%
1Y
34.0%
STRT
US$77.15
Strattec Security
7D
-3.5%
1Y
87.3%

STRT: Index Addition And Completed Buyback Will Support Steady Future Returns

Narrative Update on Strattec Security Analysts have maintained their price target for Strattec Security at $89.00 per share, reflecting only immaterial model refinements to discount rate, long term revenue growth, profit margin, and future P E assumptions. What's in the News Completed long running share repurchase program, retiring 415,927 shares in total, about 10.9% of shares outstanding, for $15.07 million under the buyback first announced in 2005 (company filing).
HSAI
US$22.91
Hesai Group
7D
2.5%
1Y
65.8%
LEA
US$116.33
Lear
7D
-0.6%
1Y
22.8%
BWA
US$45.73
BorgWarner
7D
1.2%
1Y
43.9%

BWA: Margin Execution And New Business Awards Will Drive Future Upside

Analysts modestly increased their blended price target for BorgWarner to about $50 from roughly $49.50, citing stronger margin execution, resilient profit expectations, and confidence that the company can deliver at the upper end of its guidance despite slightly slower revenue growth assumptions. Analyst Commentary Analysts remain broadly constructive on BorgWarner, with multiple firms lifting price targets and highlighting strong operational execution and favorable medium term earnings visibility.
LCII
US$122.89
LCI Industries
7D
-0.6%
1Y
18.9%

LCII: Q3 Execution And RV Content Will Drive Stronger Earnings Through Cycle

Analysts have nudged their price target on LCI Industries higher, lifting fair value to $140 from $135, as stronger than expected Q3 execution, resilient RV content and aftermarket trends, and confidence in the company’s ability to offset past market share concerns support a modestly higher growth and valuation outlook, despite slightly lower margin assumptions. Analyst Commentary Bullish analysts are increasingly constructive on LCI Industries following its Q3 earnings beat, highlighting a combination of stronger execution, resilient RV content growth, and a more supportive long term backdrop for margins and cash generation.
VC
US$96.22
Visteon
7D
-0.8%
1Y
8.5%

VC: M&A Ambitions And Shareholder Returns Will Shape Balanced Outlook

Analysts have raised their price target on Visteon from 82.00 dollars to 110.00 dollars, citing expectations for faster revenue growth, higher profit margins, and a modestly richer future valuation multiple, despite a slightly higher discount rate. What's in the News Visteon signaled an active M&A agenda, highlighting plans to pursue technology-accretive acquisitions supported by a strong $459 million net cash position and a balanced capital allocation strategy (earnings call).
ECX
US$1.65
ECARX Holdings
7D
-1.8%
1Y
-21.8%
KDK
US$10.82
Kodiak AI
7D
3.6%
1Y
-1.5%