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U.S. Auto Components Industry Analysis

UpdatedApr 30, 2025
DataAggregated Company Financials
Companies58
  • 7D7.8%
  • 3M-13.9%
  • 1Y-24.9%
  • YTD-15.2%

In the last week, the Auto Components industry is up 7.8%, with Mobileye Global up 24%. In the same time, WeRide was down 24%. In contrast, the industry has lost 25% in the last 12 months. Earnings are forecast to grow by 30% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 30 Apr 2025US$81.0bUS$149.5bUS$847.1m14.9x95.6x0.5x
Fri, 28 Mar 2025US$118.9bUS$149.4bUS$739.3m15.1x160.8x0.8x
Sun, 23 Feb 2025US$89.9bUS$149.2bUS$1.1b18.2x80.2x0.6x
Tue, 21 Jan 2025US$92.1bUS$150.3bUS$2.4b19.3x38.2x0.6x
Thu, 19 Dec 2024US$94.5bUS$150.3bUS$2.4b18.1x39.2x0.6x
Sat, 16 Nov 2024US$95.6bUS$159.3bUS$2.2b19.4x44.3x0.6x
Mon, 14 Oct 2024US$97.9bUS$162.3bUS$6.1b19.1x16x0.6x
Wed, 11 Sep 2024US$90.8bUS$153.0bUS$6.1b17.7x15x0.6x
Fri, 09 Aug 2024US$92.2bUS$152.9bUS$6.1b18.2x15.1x0.6x
Sun, 07 Jul 2024US$107.1bUS$153.6bUS$5.0b17.7x21.3x0.7x
Tue, 04 Jun 2024US$115.9bUS$153.6bUS$5.0b20.3x23.1x0.8x
Thu, 02 May 2024US$111.2bUS$153.9bUS$5.0b18.2x22.4x0.7x
Sat, 30 Mar 2024US$125.4bUS$155.5bUS$5.2b19.3x24.1x0.8x
Mon, 26 Feb 2024US$113.5bUS$155.6bUS$5.2b18.3x21.8x0.7x
Wed, 24 Jan 2024US$117.1bUS$156.2bUS$4.4b17.3x26.7x0.7x
Fri, 22 Dec 2023US$131.4bUS$156.2bUS$4.3b16.8x30.5x0.8x
Sun, 19 Nov 2023US$123.2bUS$156.2bUS$4.3b15.2x28.6x0.8x
Tue, 17 Oct 2023US$127.9bUS$154.6bUS$3.0b20.4x42.8x0.8x
Thu, 14 Sep 2023US$131.6bUS$154.6bUS$3.0b21.1x44.1x0.9x
Sat, 12 Aug 2023US$136.3bUS$154.6bUS$3.0b21.3x46.1x0.9x
Mon, 10 Jul 2023US$140.7bUS$152.7bUS$3.3b18.1x42.4x0.9x
Wed, 07 Jun 2023US$133.2bUS$149.4bUS$3.1b18.1x43.3x0.9x
Fri, 05 May 2023US$117.8bUS$148.1bUS$3.3b16.6x35.2x0.8x
Sun, 02 Apr 2023US$138.1bUS$145.6bUS$3.3b18.9x42.5x0.9x
Tue, 28 Feb 2023US$141.4bUS$145.5bUS$3.1b19x45.1x1x
Thu, 26 Jan 2023US$127.7bUS$145.0bUS$3.4b19x37.2x0.9x
Sat, 24 Dec 2022US$115.2bUS$145.0bUS$3.4b15.5x33.6x0.8x
Mon, 21 Nov 2022US$123.6bUS$144.9bUS$3.4b20x35.8x0.9x
Wed, 19 Oct 2022US$89.2bUS$137.2bUS$3.4b19.2x26.2x0.7x
Fri, 16 Sep 2022US$97.2bUS$137.2bUS$3.4b19.4x28.5x0.7x
Sun, 14 Aug 2022US$111.8bUS$137.2bUS$3.4b21.8x32.8x0.8x
Tue, 12 Jul 2022US$90.5bUS$132.9bUS$3.7b13.4x24.2x0.7x
Thu, 09 Jun 2022US$106.5bUS$134.3bUS$3.6b16.1x29.9x0.8x
Sat, 07 May 2022US$101.3bUS$133.5bUS$3.5b17.1x29.1x0.8x
Price to Earnings Ratio

29.1x


Total Market Cap: US$101.3bTotal Earnings: US$3.5bTotal Revenue: US$133.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Components Industry Price to Earnings3Y Average 36.5x202320242025
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 95.6x which is higher than its 3-year average PE of 36.5x.
  • 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 3.9% 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 Market5.23%
Consumer Discretionary7.64%
Auto Components7.84%
Auto Parts and Equipment7.95%
Tires and Rubber5.25%
Industry PE
  • Investors are most optimistic about the Auto Parts and Equipment industry which is trading above its 3-year average PE ratio of 37.2x.
    • Analysts are expecting annual earnings growth of 30.5%, 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 60.8x.
Forecasted Growth
  • Analysts are most optimistic on the Auto Parts and Equipment industry, expecting annual earnings growth of 30% 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?

CompanyLast Price7D1YValuation
MBLY Mobileye GlobalUS$14.9223.8%
+US$2.3b
-45.8%PS6.5x
APTV AptivUS$57.6510.3%
+US$1.2b
-18.8%PE7.4x
HSAI Hesai GroupUS$18.2039.0%
+US$676.9m
290.6%PS8.4x
MOD Modine ManufacturingUS$81.8013.3%
+US$504.7m
-11.7%PE26.8x
BWA BorgWarnerUS$28.857.2%
+US$428.4m
-12.0%PE17.3x
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Latest News

PHIN

US$40.97

PHINIA

7D

-2.3%

1Y

5.1%

BWA

US$28.85

BorgWarner

7D

7.2%

1Y

-12.0%

VC

US$80.86

Visteon

7D

9.8%

1Y

-26.9%

MBLY

US$14.92

Mobileye Global

7D

23.8%

1Y

-45.8%

STRT

US$33.41

Strattec Security

7D

-2.7%

1Y

46.5%

LEA

US$86.86

Lear

7D

7.4%

1Y

-31.0%

SLDP

US$1.11

Solid Power

7D

-3.5%

1Y

-34.3%

APTV

US$57.65

Aptiv

7D

10.3%

1Y

-18.8%

PATK

US$78.52

Patrick Industries

7D

-1.5%

1Y

12.7%