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U.S. Auto Components Industry Analysis
UpdatedApr 28, 2025
DataAggregated Company Financials
Companies58
- 7D9.5%
- 3M-14.8%
- 1Y-28.0%
- YTD-16.3%
The Auto Components industry is up 9.5% in the last week, with Mobileye Global up 29%. During this same period, the WeRide underperformed, falling 17%. In contrast, the industry has lost 28% in the last 12 months. As for the next few years, earnings are expected to grow by 31% per annum.
Industry Valuation and Performance
Has the U.S. Auto Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 28 Apr 2025 | US$81.0b | US$149.5b | US$892.1m | 14.6x | 90.8x | 0.5x |
| Wed, 26 Mar 2025 | US$90.8b | US$149.4b | US$737.7m | 15.8x | 123.1x | 0.6x |
| Fri, 21 Feb 2025 | US$92.2b | US$149.2b | US$1.1b | 18.6x | 82.2x | 0.6x |
| Sun, 19 Jan 2025 | US$92.1b | US$150.3b | US$2.4b | 19.3x | 38.2x | 0.6x |
| Tue, 17 Dec 2024 | US$94.3b | US$150.3b | US$2.4b | 18.8x | 38.9x | 0.6x |
| Thu, 14 Nov 2024 | US$98.7b | US$159.3b | US$2.2b | 20x | 45.7x | 0.6x |
| Sat, 12 Oct 2024 | US$96.0b | US$162.3b | US$6.1b | 19.1x | 15.7x | 0.6x |
| Mon, 09 Sep 2024 | US$90.8b | US$153.0b | US$6.1b | 17.9x | 15x | 0.6x |
| Wed, 07 Aug 2024 | US$93.9b | US$153.2b | US$6.1b | 18.2x | 15.3x | 0.6x |
| Fri, 05 Jul 2024 | US$107.8b | US$153.6b | US$5.0b | 17.9x | 21.4x | 0.7x |
| Sun, 02 Jun 2024 | US$115.9b | US$153.6b | US$5.0b | 20.2x | 23.1x | 0.8x |
| Tue, 30 Apr 2024 | US$114.2b | US$153.7b | US$5.0b | 18.5x | 22.7x | 0.7x |
| Thu, 28 Mar 2024 | US$126.0b | US$155.5b | US$5.2b | 19.9x | 24.2x | 0.8x |
| Sat, 24 Feb 2024 | US$113.6b | US$155.6b | US$5.2b | 18.3x | 21.8x | 0.7x |
| Mon, 22 Jan 2024 | US$115.3b | US$156.2b | US$4.4b | 16.9x | 26.3x | 0.7x |
| Wed, 20 Dec 2023 | US$133.4b | US$156.2b | US$4.3b | 16.8x | 31x | 0.9x |
| Fri, 17 Nov 2023 | US$122.6b | US$156.2b | US$4.3b | 15.2x | 28.6x | 0.8x |
| Sun, 15 Oct 2023 | US$125.3b | US$154.6b | US$3.0b | 20.1x | 42x | 0.8x |
| Tue, 12 Sep 2023 | US$132.2b | US$154.6b | US$3.0b | 21.6x | 44.3x | 0.9x |
| Thu, 10 Aug 2023 | US$142.4b | US$156.1b | US$3.2b | 21.6x | 44.9x | 0.9x |
| Sat, 08 Jul 2023 | US$140.7b | US$152.7b | US$3.3b | 18.1x | 42.4x | 0.9x |
| Mon, 05 Jun 2023 | US$132.6b | US$149.4b | US$3.1b | 17.6x | 43.1x | 0.9x |
| Wed, 03 May 2023 | US$124.9b | US$146.7b | US$3.2b | 16.6x | 39x | 0.9x |
| Fri, 31 Mar 2023 | US$134.6b | US$145.6b | US$3.3b | 18.8x | 41.4x | 0.9x |
| Sun, 26 Feb 2023 | US$138.8b | US$145.5b | US$3.1b | 18.6x | 44.2x | 1x |
| Tue, 24 Jan 2023 | US$130.0b | US$145.0b | US$3.4b | 19.3x | 37.9x | 0.9x |
| Thu, 22 Dec 2022 | US$118.6b | US$145.0b | US$3.4b | 15x | 34.6x | 0.8x |
| Sat, 19 Nov 2022 | US$123.6b | US$144.9b | US$3.4b | 20x | 35.8x | 0.9x |
| Mon, 17 Oct 2022 | US$84.2b | US$137.2b | US$3.4b | 18x | 24.7x | 0.6x |
| Wed, 14 Sep 2022 | US$101.7b | US$137.2b | US$3.4b | 20.5x | 29.9x | 0.7x |
| Fri, 12 Aug 2022 | US$108.8b | US$137.2b | US$3.4b | 21.3x | 32.1x | 0.8x |
| Sun, 10 Jul 2022 | US$93.9b | US$132.9b | US$3.7b | 13.6x | 25.1x | 0.7x |
| Tue, 07 Jun 2022 | US$106.5b | US$134.3b | US$3.6b | 15.9x | 29.9x | 0.8x |
| Thu, 05 May 2022 | US$105.2b | US$132.3b | US$3.7b | 18.4x | 28.3x | 0.8x |
Price to Earnings Ratio
28.3x
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 90.8x which is higher than its 3-year average PE of 36.4x.
- The industry is trading close to its 3-year average PS ratio of 0.75x.
Past Earnings Growth
- The earnings for companies in the Auto Components industry have declined 38% per year over the last three years.
- Meanwhile revenues for these companies have grown 4.2% 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 Market | 6.99% | |
| Consumer Discretionary | 10.80% | |
| Auto Components | 9.49% | |
| Tires and Rubber | 10.15% | |
| Auto Parts and Equipment | 9.46% | |
Industry PE
- Investors are most optimistic about the Auto Parts and Equipment industry which is trading above its 3-year average PE ratio of 37.1x.
- Analysts are expecting annual earnings growth of 31.3%, which is higher than its past year's earnings decline of 14.5% per year.
- Investors are most pessimistic about the Tires and Rubber industry, which is trading below its 3-year average of 60.7x.
Forecasted Growth
- Analysts are most optimistic on the Auto Parts and Equipment industry, expecting annual earnings growth of 31% over the next 5 years.
- This is better than its past earnings decline of 14% per year.
- In contrast, the Tires and Rubber industry is expected to see its earnings grow by 30% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| MBLY Mobileye Global | US$15.14 | 28.6% +US$2.7b | -45.9% | PS6.6x | |
| APTV Aptiv | US$55.93 | 9.7% +US$1.1b | -22.8% | PE7.2x | |
| MOD Modine Manufacturing | US$81.13 | 17.1% +US$622.0m | -15.1% | PE26.6x | |
| HSAI Hesai Group | US$15.30 | 31.8% +US$488.8m | 222.4% | PS7.1x | |
| BWA BorgWarner | US$28.27 | 7.7% +US$441.6m | -16.2% | PE16.9x |