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U.S. Auto Components Industry Analysis

UpdatedSep 12, 2025
DataAggregated Company Financials
Companies58
  • 7D2.1%
  • 3M24.4%
  • 1Y29.3%
  • YTD17.6%

In the last week, the Auto Components industry is up 2.1%, with Aptiv leading the way with a 4.1% gain. In the last 12 months, the industry was up 29%. Earnings are forecast to grow by 32% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 12 Sep 2025US$110.5bUS$148.9bUS$38.6m18x2859x0.7x
Sun, 10 Aug 2025US$100.0bUS$148.8b-US$50,191,509.9515x-1993x0.7x
Tue, 08 Jul 2025US$102.0bUS$148.3bUS$279.6m14.7x364.7x0.7x
Thu, 05 Jun 2025US$91.0bUS$148.3bUS$282.2m13.7x322.3x0.6x
Sat, 03 May 2025US$81.1bUS$149.2bUS$639.8m14.1x126.8x0.5x
Mon, 31 Mar 2025US$85.5bUS$149.4bUS$737.2m14.4x116x0.6x
Wed, 26 Feb 2025US$89.6bUS$149.2bUS$1.1b18.1x79.9x0.6x
Fri, 24 Jan 2025US$93.8bUS$150.3bUS$2.4b19x38.9x0.6x
Sun, 22 Dec 2024US$90.3bUS$150.3bUS$2.4b17.8x37.4x0.6x
Tue, 19 Nov 2024US$95.1bUS$159.3bUS$2.2b19.3x44.1x0.6x
Thu, 17 Oct 2024US$96.8bUS$162.2bUS$6.1b19.2x15.8x0.6x
Sat, 14 Sep 2024US$90.2bUS$153.0bUS$6.1b18x14.9x0.6x
Mon, 12 Aug 2024US$93.1bUS$152.9bUS$6.1b17.6x15.3x0.6x
Wed, 10 Jul 2024US$107.1bUS$153.6bUS$5.0b17.5x21.3x0.7x
Fri, 07 Jun 2024US$113.9bUS$153.6bUS$5.0b19.3x22.7x0.7x
Sun, 05 May 2024US$117.2bUS$154.1bUS$5.0b18.4x23.5x0.8x
Tue, 02 Apr 2024US$125.4bUS$155.4bUS$5.2b19.2x23.9x0.8x
Thu, 29 Feb 2024US$117.0bUS$155.6bUS$5.2b18.8x22.5x0.8x
Sat, 27 Jan 2024US$117.5bUS$156.8bUS$4.5b16x26x0.7x
Mon, 25 Dec 2023US$134.4bUS$156.2bUS$4.3b16.9x31.2x0.9x
Wed, 22 Nov 2023US$125.0bUS$156.2bUS$4.3b15.2x29x0.8x
Fri, 20 Oct 2023US$122.3bUS$154.6bUS$3.0b19.6x41x0.8x
Sun, 17 Sep 2023US$134.5bUS$154.6bUS$3.0b21.2x45.1x0.9x
Tue, 15 Aug 2023US$137.4bUS$154.6bUS$3.0b21.4x46.5x0.9x
Thu, 13 Jul 2023US$147.7bUS$152.7bUS$3.3b18.8x44.5x1x
Sat, 10 Jun 2023US$133.5bUS$149.4bUS$3.1b18.2x43.4x0.9x
Mon, 08 May 2023US$122.4bUS$148.2bUS$3.1b17.5x39.2x0.8x
Wed, 05 Apr 2023US$133.5bUS$145.5bUS$3.3b18.5x40.4x0.9x
Fri, 03 Mar 2023US$140.5bUS$145.7bUS$3.1b18.8x45.3x1x
Sun, 29 Jan 2023US$133.2bUS$145.5bUS$3.6b19x37.4x0.9x
Tue, 27 Dec 2022US$115.2bUS$145.0bUS$3.4b15.5x33.6x0.8x
Thu, 24 Nov 2022US$123.7bUS$144.9bUS$3.4b19.9x35.9x0.9x
Sat, 22 Oct 2022US$88.4bUS$137.2bUS$3.4b18.5x26x0.6x
Mon, 19 Sep 2022US$95.3bUS$137.2bUS$3.4b19.3x28x0.7x
Price to Earnings Ratio

28x


Total Market Cap: US$95.3bTotal 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 127.6x202320242025
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 128x.
  • 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 Market1.80%
Consumer Discretionary1.52%
Auto Components2.08%
Auto Parts and Equipment2.09%
Tires and Rubber1.77%
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 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
APTV AptivUS$83.724.1%
+US$712.1m		25.0%PE18x
HSAI Hesai GroupUS$27.996.0%
+US$685.8m		632.7%PE289.5x
QS QuantumScapeUS$8.8515.7%
+US$679.2m		52.6%PB4.9x
MOD Modine ManufacturingUS$146.858.0%
+US$570.0m		32.5%PE41x
WRD WeRideUS$9.9011.6%
+US$293.1m		n/aPS48.9x

Latest News

HSAI
US$27.99
Hesai Group
7D
6.0%
1Y
632.7%
ECX
US$1.75
ECARX Holdings
7D
14.4%
1Y
6.1%
LEA
US$109.18
Lear
7D
-1.1%
1Y
5.0%
SYPR
US$1.91
Sypris Solutions
7D
-15.1%
1Y
17.9%

Here's Why Sypris Solutions (NASDAQ:SYPR) Is Weighed Down By Its Debt Load

Sep 11
Here's Why Sypris Solutions (NASDAQ:SYPR) Is Weighed Down By Its Debt Load
ALV
US$127.65
Autoliv
7D
1.8%
1Y
34.8%

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$83.72
Aptiv
7D
4.1%
1Y
25.0%

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$3.09
Holley
7D
-22.0%
1Y
-2.2%
QS
US$8.85
QuantumScape
7D
15.7%
1Y
52.6%
MOD
US$146.85
Modine Manufacturing
7D
8.0%
1Y
32.5%
SLDP
US$3.68
Solid Power
7D
-6.4%
1Y
183.1%
BWA
US$44.36
BorgWarner
7D
1.2%
1Y
38.7%

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.
LCII
US$104.01
LCI Industries
7D
-1.6%
1Y
-8.2%

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$9.90
WeRide
7D
11.6%
1Y
n/a
PATK
US$113.81
Patrick Industries
7D
-0.2%
1Y
29.9%

Investors Appear Satisfied With Patrick Industries, Inc.'s (NASDAQ:PATK) Prospects

Sep 02
Investors Appear Satisfied With Patrick Industries, Inc.'s (NASDAQ:PATK) Prospects
MTEN
US$11.78
Mingteng International
7D
-3.0%
1Y
162.4%
MBLY
US$14.11
Mobileye Global
7D
-5.0%
1Y
33.5%

Mobileye Q2: The Turnaround Begins

Jul 30