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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%. As for the the longer term, the industry is up 8.4% over the past 12 months. Looking forward, earnings are forecast to grow by 39% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 01 Jan 2026US$100.1bUS$147.6b-US$833,441,029.8419.1x-120.1x0.7x
Sat, 29 Nov 2025US$107.2bUS$150.3b-US$656,905,948.8021.3x-163.1x0.7x
Mon, 27 Oct 2025US$114.1bUS$149.1bUS$2.7b18.8x42.2x0.8x
Wed, 24 Sep 2025US$116.2bUS$148.9bUS$38.3m18.4x3033.4x0.8x
Fri, 22 Aug 2025US$105.5bUS$148.9bUS$41.5m16.5x2543.8x0.7x
Sun, 20 Jul 2025US$101.5bUS$148.4bUS$307.8m14.5x329.6x0.7x
Tue, 17 Jun 2025US$90.7bUS$148.3bUS$279.8m13.8x324.2x0.6x
Thu, 15 May 2025US$93.6bUS$148.2bUS$238.1m13.9x393.3x0.6x
Sat, 12 Apr 2025US$74.6bUS$149.4bUS$738.1m12.1x101x0.5x
Mon, 10 Mar 2025US$87.5bUS$149.3bUS$1.1b16.9x80.7x0.6x
Wed, 05 Feb 2025US$87.9bUS$149.8bUS$2.3b17x39.1x0.6x
Fri, 03 Jan 2025US$93.2bUS$150.3bUS$2.4b17.9x38.6x0.6x
Sun, 01 Dec 2024US$94.5bUS$150.3bUS$2.4b19.4x38.9x0.6x
Tue, 29 Oct 2024US$99.7bUS$162.0bUS$5.8b19.6x17.2x0.6x
Thu, 26 Sep 2024US$97.3bUS$153.0bUS$6.1b18.6x16x0.6x
Sat, 24 Aug 2024US$96.6bUS$153.0bUS$6.1b19.8x15.9x0.6x
Mon, 22 Jul 2024US$107.6bUS$153.6bUS$5.1b18.8x21x0.7x
Wed, 19 Jun 2024US$109.2bUS$153.6bUS$5.0b18.2x21.7x0.7x
Fri, 17 May 2024US$119.9bUS$153.7bUS$5.1b19.2x23.6x0.8x
Sun, 14 Apr 2024US$118.2bUS$153.8bUS$5.1b18.8x23.3x0.8x
Tue, 12 Mar 2024US$119.0bUS$155.5bUS$5.2b18.4x22.8x0.8x
Thu, 08 Feb 2024US$118.1bUS$157.5bUS$5.2b15.9x22.6x0.7x
Sat, 06 Jan 2024US$119.6bUS$156.2bUS$4.4b16.6x27.3x0.8x
Mon, 04 Dec 2023US$125.3bUS$156.2bUS$4.3b15.6x29.1x0.8x
Wed, 01 Nov 2023US$118.8bUS$155.6bUS$3.3b18.5x36.1x0.8x
Fri, 29 Sep 2023US$135.0bUS$154.6bUS$3.0b20.9x45.2x0.9x
Sun, 27 Aug 2023US$130.4bUS$154.6bUS$3.0b20.7x43.7x0.8x
Tue, 25 Jul 2023US$146.2bUS$153.3bUS$3.3b20.5x44.4x1x
Thu, 22 Jun 2023US$131.3bUS$149.4bUS$3.1b17.4x42.7x0.9x
Sat, 20 May 2023US$126.5bUS$147.5bUS$2.9b17.8x43.2x0.9x
Mon, 17 Apr 2023US$133.5bUS$145.5bUS$3.3b18.6x40.4x0.9x
Wed, 15 Mar 2023US$135.6bUS$145.7bUS$3.1b18.7x43.3x0.9x
Fri, 10 Feb 2023US$142.2bUS$146.8bUS$3.9b20.9x36.6x1x
Sun, 08 Jan 2023US$120.9bUS$145.4bUS$3.2b12.4x37.6x0.8x
Price to Earnings Ratio

37.6x


Total Market Cap: US$120.9bTotal 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 223.9x202420252026
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$10.442.7%
+US$219.7m		-47.6%PS4.4x
KDK Kodiak AIUS$10.924.6%
+US$84.0m		-0.5%PS116.1x
PHIN PHINIAUS$62.692.2%
+US$52.7m		30.1%PE26.8x
DAN DanaUS$23.760.6%
+US$15.2m		105.5%PE42.7x
ECX ECARX HoldingsUS$1.722.4%
+US$14.0m		-18.5%PS0.7x

Latest News

DAN
US$23.76
Dana
7D
0.6%
1Y
105.5%

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

Dec 31
Calculating The Intrinsic Value Of Dana Incorporated (NYSE:DAN)
MBLY
US$10.44
Mobileye Global
7D
2.7%
1Y
-47.6%
ALV
US$118.70
Autoliv
7D
-1.0%
1Y
26.6%

ALV: Dividend Hike Will Support Attractive Shareholder Returns Ahead

Analysts have made a marginal downward revision to their price target on Autoliv, trimming it by about 0.1 percent to approximately $138, as slightly softer expectations for revenue growth and profit margins, along with a modestly lower discount rate and future P/E assumption, temper their valuation outlook. What's in the News Autoliv's board approved a 2.4% increase in the quarterly dividend for the fourth quarter of 2025, to $0.87 per share, implying an annualized payout of about $260 million (company announcement, Dividend Increases).
GT
US$8.76
Goodyear Tire & Rubber
7D
0.3%
1Y
-2.7%

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$10.42
QuantumScape
7D
-6.8%
1Y
100.8%
APTV
US$76.09
Aptiv
7D
-0.9%
1Y
25.8%

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.
PHIN
US$62.69
PHINIA
7D
2.2%
1Y
30.1%
PATK
US$108.43
Patrick Industries
7D
-3.7%
1Y
30.5%
HSAI
US$22.40
Hesai Group
7D
0.2%
1Y
62.1%
LEA
US$114.60
Lear
7D
-1.7%
1Y
21.0%
BWA
US$45.06
BorgWarner
7D
-0.8%
1Y
41.7%

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$121.34
LCI Industries
7D
-2.0%
1Y
17.4%

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.
DORM
US$123.19
Dorman Products
7D
-2.1%
1Y
-4.9%

DORM: Aging Vehicle Fleet Will Drive Long-Term Heavy-Duty Expansion Upside

Analysts have modestly raised their price target on Dorman Products to $185 from about $173.50, citing the company's resilient aftermarket auto parts demand, secular tailwinds from an aging vehicle fleet and diverse propulsion systems, and its perceived under owned status despite a multi billion dollar market cap. Analyst Commentary Bullish analysts frame Dorman as a differentiated secular growth story in the aftermarket auto parts space, arguing that the stock's valuation still does not fully reflect its positioning across vehicle age cohorts and propulsion types.
SRI
US$5.79
Stoneridge
7D
2.1%
1Y
-7.7%

There Is A Reason Stoneridge, Inc.'s (NYSE:SRI) Price Is Undemanding

Nov 07
There Is A Reason Stoneridge, Inc.'s (NYSE:SRI) Price Is Undemanding
ECX
US$1.72
ECARX Holdings
7D
2.4%
1Y
-18.5%
KDK
US$10.92
Kodiak AI
7D
4.6%
1Y
-0.5%