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U.S. Auto Components Industry Analysis

UpdatedNov 14, 2025
DataAggregated Company Financials
Companies59
  • 7D-5.7%
  • 3M-3.0%
  • 1Y12.4%
  • YTD8.1%

Over the last 7 days, the Auto Components industry has dropped 5.7%, driven by a pullback from QuantumScape of 19%. On the other hand XPEL is actually up 6.4%. Over the past 12 months, the industry was up 12%. As for the next few years, earnings are expected to grow by 40% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 16 Nov 2025US$110.1bUS$150.2b-US$239,659,328.1023.4x-459.2x0.7x
Tue, 14 Oct 2025US$107.9bUS$148.9bUS$38.2m17.6x2826.8x0.7x
Thu, 11 Sep 2025US$111.7bUS$148.9bUS$38.7m17.5x2883.4x0.8x
Sat, 09 Aug 2025US$100.8bUS$148.9b-US$70,991,509.9515x-1419.8x0.7x
Mon, 07 Jul 2025US$102.0bUS$148.3bUS$279.1m15.2x365.4x0.7x
Wed, 04 Jun 2025US$88.7bUS$148.3bUS$282.3m13.8x314.4x0.6x
Fri, 02 May 2025US$81.5bUS$149.2bUS$872.0m15x93.4x0.5x
Sun, 30 Mar 2025US$85.5bUS$149.4bUS$736.8m14.4x116x0.6x
Tue, 25 Feb 2025US$89.9bUS$149.2bUS$1.1b18.3x80.2x0.6x
Thu, 23 Jan 2025US$93.9bUS$150.3bUS$2.4b19.2x38.9x0.6x
Sat, 21 Dec 2024US$89.5bUS$150.3bUS$2.4b17.8x37.1x0.6x
Mon, 18 Nov 2024US$95.1bUS$159.3bUS$2.2b19.4x44.1x0.6x
Wed, 16 Oct 2024US$96.1bUS$162.2bUS$6.1b19.3x15.7x0.6x
Fri, 13 Sep 2024US$88.8bUS$153.0bUS$6.1b18.5x14.6x0.6x
Sun, 11 Aug 2024US$93.1bUS$152.9bUS$6.1b17.6x15.3x0.6x
Tue, 09 Jul 2024US$107.1bUS$153.6bUS$5.0b17.8x21.3x0.7x
Thu, 06 Jun 2024US$113.9bUS$153.6bUS$5.0b19.7x22.7x0.7x
Sat, 04 May 2024US$116.7bUS$154.1bUS$5.0b18.4x23.4x0.8x
Mon, 01 Apr 2024US$125.4bUS$155.4bUS$5.2b19.3x23.9x0.8x
Wed, 28 Feb 2024US$114.5bUS$155.6bUS$5.2b18.7x21.9x0.7x
Fri, 26 Jan 2024US$116.3bUS$156.2bUS$4.4b16.5x26.4x0.7x
Sun, 24 Dec 2023US$134.4bUS$156.2bUS$4.3b16.9x31.2x0.9x
Tue, 21 Nov 2023US$125.0bUS$156.2bUS$4.3b15.2x29x0.8x
Thu, 19 Oct 2023US$124.9bUS$154.6bUS$3.0b19.8x41.8x0.8x
Sat, 16 Sep 2023US$131.6bUS$154.6bUS$3.0b21x44.1x0.9x
Mon, 14 Aug 2023US$136.3bUS$154.6bUS$3.0b21.3x46.1x0.9x
Wed, 12 Jul 2023US$143.7bUS$152.7bUS$3.3b18.5x43.3x0.9x
Fri, 09 Jun 2023US$133.7bUS$149.4bUS$3.1b18.4x43.4x0.9x
Sun, 07 May 2023US$122.4bUS$148.2bUS$3.1b16.7x39.2x0.8x
Tue, 04 Apr 2023US$137.2bUS$145.6bUS$3.3b18.8x42.2x0.9x
Thu, 02 Mar 2023US$140.6bUS$145.7bUS$3.1b18.8x45.4x1x
Sat, 28 Jan 2023US$133.2bUS$145.5bUS$3.6b19x37.4x0.9x
Mon, 26 Dec 2022US$115.2bUS$145.0bUS$3.4b15.5x33.6x0.8x
Wed, 23 Nov 2022US$124.1bUS$144.9bUS$3.4b20x36x0.9x
Price to Earnings Ratio

36x


Total Market Cap: US$124.1bTotal Earnings: US$3.4bTotal Revenue: US$144.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Components Industry Price to Earnings3Y Average 230.6x202320242025
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-0.39%
Consumer Discretionary-3.22%
Auto Components-5.68%
Tires and Rubber-0.13%
Auto Parts and Equipment-5.79%
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 39.1%, which is higher than its past year's earnings decline of 3.8% per year.
Forecasted Growth
  • Analysts are most optimistic on the Tires and Rubber industry, expecting annual earnings growth of 90% 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
XPEL XPELUS$40.196.4%
+US$67.0m		-10.3%PE23.8x
CPS Cooper-Standard HoldingsUS$31.869.0%
+US$46.2m		117.8%PE17.2x
PHIN PHINIAUS$54.251.6%
+US$33.4m		3.6%PE23.2x
ADNT AdientUS$20.022.0%
+US$31.7m		0.7%PS0.1x
HLLY HolleyUS$3.846.1%
+US$26.3m		39.1%PS0.8x

Latest News

CAAS
US$4.29
China Automotive Systems
7D
3.4%
1Y
-0.9%
MOD
US$132.02
Modine Manufacturing
7D
-15.6%
1Y
7.1%
HSAI
US$19.59
Hesai Group
7D
-7.1%
1Y
380.1%

Earnings Beat: Hesai Group Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Nov 14
Earnings Beat: Hesai Group Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
WRD
US$7.03
WeRide
7D
-12.0%
1Y
-59.5%
APTV
US$78.91
Aptiv
7D
-5.7%
1Y
49.1%
XPEL
US$40.19
XPEL
7D
6.4%
1Y
-10.3%

XPEL: Expanding Manufacturing Spend Will Drive Stronger Future Profit Margins

Analysts have raised their price target for XPEL from $47.67 to $52.00. They cite improved profit margin expectations, even as revenue growth moderates.
HLLY
US$3.84
Holley
7D
6.1%
1Y
39.1%

HLLY: Expanding Helmet Lines And New Partnerships Will Drive Future Performance

Analysts have raised their price target for Holley from $3.92 to $4.50 per share, citing improving revenue growth and profit margin forecasts as key drivers for the upward revision. What's in the News Holley Inc.
ADNT
US$20.02
Adient
7D
2.0%
1Y
0.7%
MBLY
US$12.32
Mobileye Global
7D
-2.3%
1Y
-17.8%

MBLY: Recurring Software Revenues Will Drive Near-Term Business Resilience

Mobileye Global's analyst price target has shifted upward by $0.07, as analysts cite increased OEM partnerships, recurring software revenues, and promising mobility initiatives as drivers for a more favorable outlook. Analyst Commentary Recent Street research provides a balanced view of Mobileye Global's growth potential and near-term uncertainties.
CPS
US$31.86
Cooper-Standard Holdings
7D
9.0%
1Y
117.8%

Solid Earnings May Not Tell The Whole Story For Cooper-Standard Holdings (NYSE:CPS)

Nov 07
Solid Earnings May Not Tell The Whole Story For Cooper-Standard Holdings (NYSE:CPS)
SYPR
US$2.07
Sypris Solutions
7D
1.0%
1Y
52.2%

Returns On Capital Are Showing Encouraging Signs At Sypris Solutions (NASDAQ:SYPR)

Nov 06
Returns On Capital Are Showing Encouraging Signs At Sypris Solutions (NASDAQ:SYPR)
PATK
US$100.00
Patrick Industries
7D
-5.5%
1Y
16.7%

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.
LEA
US$106.03
Lear
7D
-3.7%
1Y
10.9%

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.
PHIN
US$54.25
PHINIA
7D
1.6%
1Y
3.6%

PHIN: Share Buyback And Margin Expansion Will Drive Future Value Creation

Analysts have modestly increased their fair value estimate for PHINIA by $1.00 to $59.20. This reflects updated profit margin forecasts, which more than offset softer revenue growth expectations and a slightly higher discount rate.
QS
US$13.43
QuantumScape
7D
-19.2%
1Y
183.3%
SSM
US$6.89
Sono Group
7D
23.0%
1Y
8.0%