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U.S. Auto Components Industry Analysis

UpdatedSep 13, 2025
DataAggregated Company Financials
Companies58
  • 7D0.9%
  • 3M23.0%
  • 1Y25.5%
  • YTD16.3%

The Auto Components is pretty flat in the last 7 days, but QuantumScape has stood out, gaining 27%. As for the the longer term, the industry is up 26% 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
Sat, 13 Sep 2025US$112.7bUS$148.9bUS$38.9m17.8x2898.9x0.8x
Mon, 11 Aug 2025US$100.0bUS$148.8b-US$50,191,509.9515x-1993x0.7x
Wed, 09 Jul 2025US$100.1bUS$148.3bUS$279.6m14.8x358.2x0.7x
Fri, 06 Jun 2025US$90.5bUS$148.3bUS$281.6m13.5x321.2x0.6x
Sun, 04 May 2025US$83.0bUS$149.0bUS$626.4m16.4x132.4x0.6x
Tue, 01 Apr 2025US$85.5bUS$149.4bUS$737.0m14.2x115.9x0.6x
Thu, 27 Feb 2025US$89.5bUS$149.2bUS$1.1b18.2x80.1x0.6x
Sat, 25 Jan 2025US$93.9bUS$150.3bUS$2.4b19x38.9x0.6x
Mon, 23 Dec 2024US$90.3bUS$150.3bUS$2.4b17.8x37.4x0.6x
Wed, 20 Nov 2024US$97.0bUS$159.4bUS$2.2b19x45.1x0.6x
Fri, 18 Oct 2024US$96.9bUS$162.2bUS$6.1b19x15.8x0.6x
Sun, 15 Sep 2024US$91.4bUS$153.0bUS$6.1b18x15x0.6x
Tue, 13 Aug 2024US$93.1bUS$152.9bUS$6.1b18x15.3x0.6x
Thu, 11 Jul 2024US$105.6bUS$153.6bUS$5.0b17.7x21x0.7x
Sat, 08 Jun 2024US$114.3bUS$153.6bUS$5.0b19.5x22.7x0.7x
Mon, 06 May 2024US$117.2bUS$154.1bUS$5.0b18.4x23.5x0.8x
Wed, 03 Apr 2024US$122.5bUS$153.8bUS$5.1b19.7x24.2x0.8x
Fri, 01 Mar 2024US$117.1bUS$155.6bUS$5.2b19.1x22.4x0.8x
Sun, 28 Jan 2024US$119.3bUS$156.8bUS$4.5b16x26.4x0.8x
Tue, 26 Dec 2023US$134.4bUS$156.2bUS$4.3b16.9x31.2x0.9x
Thu, 23 Nov 2023US$125.3bUS$156.2bUS$4.3b15.2x29.1x0.8x
Sat, 21 Oct 2023US$123.7bUS$154.9bUS$3.0b19.6x41.1x0.8x
Mon, 18 Sep 2023US$134.5bUS$154.6bUS$3.0b21.2x45.1x0.9x
Wed, 16 Aug 2023US$135.2bUS$154.6bUS$2.9b20.9x46.4x0.9x
Fri, 14 Jul 2023US$148.5bUS$152.7bUS$3.3b18.9x44.8x1x
Sun, 11 Jun 2023US$133.5bUS$149.4bUS$3.1b18.2x43.4x0.9x
Tue, 09 May 2023US$124.3bUS$148.2bUS$3.1b18x39.8x0.8x
Thu, 06 Apr 2023US$129.3bUS$145.5bUS$3.3b18x39.1x0.9x
Sat, 04 Mar 2023US$144.9bUS$145.7bUS$3.1b19.4x46.4x1x
Mon, 30 Jan 2023US$133.2bUS$145.5bUS$3.6b19x37.4x0.9x
Wed, 28 Dec 2022US$115.5bUS$145.0bUS$3.4b13.9x33.7x0.8x
Fri, 25 Nov 2022US$123.7bUS$144.9bUS$3.4b19.9x35.9x0.9x
Sun, 23 Oct 2022US$88.4bUS$137.7bUS$3.5b17.9x25.6x0.6x
Tue, 20 Sep 2022US$97.3bUS$137.2bUS$3.4b19.7x28.6x0.7x
Price to Earnings Ratio

28.6x


Total Market Cap: US$97.3bTotal 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 130.3x202320242025
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 130x.
  • 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 77% 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 Market1.69%
Consumer Discretionary1.67%
Auto Components0.90%
Auto Parts and Equipment0.92%
Tires and Rubber0.10%
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 62.0x.
    • 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 32% 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$9.9526.9%
+US$1.2b		67.2%PB5.5x
HSAI Hesai GroupUS$28.577.9%
+US$834.9m		616.0%PE300.8x
MOD Modine ManufacturingUS$149.6810.7%
+US$760.6m		34.8%PE41.8x
APTV AptivUS$82.792.9%
+US$511.7m		20.1%PE17.8x
WRD WeRideUS$9.848.5%
+US$219.1m		n/aPS48.6x

Latest News

LEA
US$105.63
Lear
7D
-4.9%
1Y
0.8%
HSAI
US$28.57
Hesai Group
7D
7.9%
1Y
616.0%
ECX
US$1.75
ECARX Holdings
7D
13.6%
1Y
0%
ALV
US$125.98
Autoliv
7D
1.0%
1Y
31.9%

Chinese OEM Ties And Mobility Shifts Will Unlock Potential

With Autoliv’s future P/E and discount rate both essentially unchanged, the consensus analyst price target saw only a marginal increase from $127.04 to $128.21. What's in the News Autoliv completed the repurchase of 11,203,855 shares (13.57% of shares outstanding) for $1,120.36 million under the share buyback announced in November 2021.
APTV
US$82.79
Aptiv
7D
2.9%
1Y
20.1%

Advanced Electrical Architectures And ADAS Will Fuel Future Markets

Aptiv's consensus price target has been modestly raised to $86.50, reflecting analysts’ increased confidence driven by strong operating results, diversification beyond autos, and positive industry fundamentals. Analyst Commentary Resilient operating results and exposure to secular growth trends in advanced driver-assistance systems (ADAS).
HLLY
US$3.07
Holley
7D
-21.1%
1Y
-7.5%
QS
US$9.95
QuantumScape
7D
26.9%
1Y
67.2%
MOD
US$149.68
Modine Manufacturing
7D
10.7%
1Y
34.8%
BWA
US$43.70
BorgWarner
7D
-0.7%
1Y
35.7%

Chinese OEM Wins And Electrification Trends Will Drive Automotive Advancement

Upward revisions to BorgWarner’s price target reflect Q2 earnings outperformance, improved EPS outlook, and increased optimism in the vehicle technology sector amid resilient auto supplier fundamentals, raising the consensus analyst price target slightly from $42.73 to $43.47. Analyst Commentary Q2 earnings outperformance and improved EPS outlook prompted upward revisions to price targets.
DAN
US$21.04
Dana
7D
2.1%
1Y
113.6%

Operational Efficiency And Electrification Will Power Long-Term Success

With both the discount rate and future P/E ratio essentially unchanged, analysts' consensus fair value for Dana remains steady at $24.00 per share. What's in the News Dana completed the repurchase of 14,600,000 shares (10.02%) for $250 million under the buyback announced in June 2025.
LCII
US$100.36
LCI Industries
7D
-5.3%
1Y
-14.7%

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.
WRD
US$9.84
WeRide
7D
8.5%
1Y
n/a
PATK
US$110.37
Patrick Industries
7D
-2.8%
1Y
22.3%

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Sep 02
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DORM
US$161.33
Dorman Products
7D
-1.4%
1Y
40.0%

Calculating The Fair Value Of Dorman Products, Inc. (NASDAQ:DORM)

Aug 29
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FOXF
US$27.25
Fox Factory Holding
7D
-6.8%
1Y
-30.8%

Premium Product Launches And Global Expansion Will Secure Success

The recent increase in Fox Factory Holding’s consensus price target reflects improved revenue growth forecasts and a higher future P/E multiple, bringing the analyst price target up from $30.00 to $31.57. What's in the News Issued Q3 2025 net sales guidance of $370 million to $390 million and FY 2025 net sales guidance of $1.45 billion to $1.51 billion, factoring in year-to-date performance and tariff impacts.
MBLY
US$13.61
Mobileye Global
7D
-7.4%
1Y
24.7%

Mobileye Q2: The Turnaround Begins

Jul 30