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U.S. Auto Components Industry Analysis

UpdatedMay 15, 2025
DataAggregated Company Financials
Companies56
  • 7D11.2%
  • 3M-1.7%
  • 1Y-20.6%
  • YTD-3.3%

In the last week, the Auto Components industry is up 13%, with Aptiv up 18%. During this same period, the Superior Industries International underperformed, falling 83%. However, the industry is down 20% over the past year. 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
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
Tue, 06 Dec 2022US$122.5bUS$144.9bUS$3.4b18.7x35.5x0.8x
Thu, 03 Nov 2022US$90.4bUS$140.6bUS$3.4b18.2x26.5x0.6x
Sat, 01 Oct 2022US$81.8bUS$137.2bUS$3.4b17.5x24x0.6x
Mon, 29 Aug 2022US$99.6bUS$137.2bUS$3.4b20.9x29.3x0.7x
Wed, 27 Jul 2022US$97.4bUS$133.1bUS$3.7b14.3x26.3x0.7x
Fri, 24 Jun 2022US$92.7bUS$134.2bUS$3.6b14x26.1x0.7x
Sun, 22 May 2022US$96.6bUS$134.2bUS$3.5b14.5x27.3x0.7x
Price to Earnings Ratio

27.3x


Total Market Cap: US$96.6bTotal Earnings: US$3.5bTotal Revenue: US$134.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Components Industry Price to Earnings3Y Average 39.1x202320242025
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 388x which is higher than its 3-year average PE of 39.1x.
  • 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 59% per year over the last three years.
  • Meanwhile revenues for these companies have grown 3.4% 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 Market5.09%
Consumer Discretionary10.86%
Auto Components11.19%
Auto Parts and Equipment11.58%
Tires and Rubber1.17%
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 61.2x.
    • Analysts are expecting annual earnings growth of 25.9% 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 33% over the next 5 years.
  • This is better than its past earnings decline of 7.8% per year.
  • In contrast, the Tires and Rubber industry is expected to see its earnings grow by 26% 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
APTV AptivUS$69.4217.8%
+US$2.3b
-15.1%PE9.7x
MBLY Mobileye GlobalUS$16.7213.3%
+US$1.6b
-42.2%PS7.3x
MOD Modine ManufacturingUS$105.0815.1%
+US$724.5m
-4.0%PE34.5x
ALV AutolivUS$101.628.5%
+US$612.3m
-19.2%PE11.4x
BWA BorgWarnerUS$32.928.7%
+US$580.1m
-12.2%PE23.3x
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Latest News

DAN

US$16.76

Dana

7D

14.6%

1Y

19.7%

BWA

US$32.92

BorgWarner

7D

8.7%

1Y

-12.2%

SUP

US$0.47

Superior Industries International

7D

-83.1%

1Y

-87.6%

MOD

US$105.08

Modine Manufacturing

7D

15.1%

1Y

-4.0%

APTV

US$69.42

Aptiv

7D

17.8%

1Y

-15.1%

ALV

US$101.62

Autoliv

7D

8.5%

1Y

-19.2%

WRD

US$9.44

WeRide

7D

13.6%

1Y

n/a

LEA

US$94.45

Lear

7D

10.1%

1Y

-27.9%

MBLY

US$16.72

Mobileye Global

7D

13.3%

1Y

-42.2%