Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Auto Components Industry Analysis

UpdatedAug 26, 2025
DataAggregated Company Financials
Companies59
  • 7D2.3%
  • 3M19.1%
  • 1Y14.2%
  • YTD14.0%

Over the last 7 days, the Auto Components industry has risen 2.3%, driven by gains from Aptiv of 3.5%. During this same period, the Hesai Group underperformed, falling 12%. This takes the industry's 12 month performance to a gain of 14%. 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
Tue, 26 Aug 2025US$109.3bUS$148.9bUS$40.1m17.1x2723.7x0.7x
Thu, 24 Jul 2025US$102.4bUS$148.4bUS$306.9m15.2x333.6x0.7x
Sat, 21 Jun 2025US$90.7bUS$148.3bUS$279.5m13.4x324.6x0.6x
Mon, 19 May 2025US$92.1bUS$148.2bUS$235.6m14.1x391.2x0.6x
Wed, 16 Apr 2025US$75.6bUS$149.4bUS$739.7m12.1x102.2x0.5x
Fri, 14 Mar 2025US$85.2bUS$149.3bUS$1.1b15.4x78.6x0.6x
Sun, 09 Feb 2025US$88.9bUS$149.7bUS$1.0b17.9x88.5x0.6x
Tue, 07 Jan 2025US$95.2bUS$150.3bUS$2.4b18.2x39.4x0.6x
Thu, 05 Dec 2024US$94.1bUS$150.3bUS$2.4b19.6x38.8x0.6x
Sat, 02 Nov 2024US$92.6bUS$161.4bUS$2.0b16.8x47.2x0.6x
Mon, 30 Sep 2024US$99.8bUS$153.0bUS$6.1b19.3x16.4x0.7x
Wed, 28 Aug 2024US$98.2bUS$153.0bUS$6.1b19.7x16.2x0.6x
Fri, 26 Jul 2024US$103.8bUS$153.6bUS$5.1b19.1x20.3x0.7x
Sun, 23 Jun 2024US$109.2bUS$153.6bUS$5.0b18.3x21.7x0.7x
Tue, 21 May 2024US$118.4bUS$153.7bUS$5.1b19.3x23.3x0.8x
Thu, 18 Apr 2024US$112.2bUS$153.7bUS$5.1b18.4x21.9x0.7x
Sat, 16 Mar 2024US$117.5bUS$155.5bUS$5.2b19.6x22.5x0.8x
Mon, 12 Feb 2024US$117.7bUS$154.4bUS$4.8b17.8x24.3x0.8x
Wed, 10 Jan 2024US$120.6bUS$156.2bUS$4.4b16.7x27.5x0.8x
Fri, 08 Dec 2023US$124.3bUS$156.2bUS$4.3b15.4x28.8x0.8x
Sun, 05 Nov 2023US$118.3bUS$156.3bUS$4.5b15x26.2x0.8x
Tue, 03 Oct 2023US$135.0bUS$154.6bUS$3.0b20.7x45.2x0.9x
Thu, 31 Aug 2023US$133.6bUS$154.6bUS$3.0b21.3x44.8x0.9x
Sat, 29 Jul 2023US$144.2bUS$153.0bUS$3.2b20.4x44.6x0.9x
Mon, 26 Jun 2023US$129.2bUS$149.4bUS$3.1b17.1x42x0.9x
Wed, 24 May 2023US$125.7bUS$147.5bUS$2.9b17.5x42.9x0.9x
Fri, 21 Apr 2023US$135.1bUS$145.5bUS$3.3b18.7x40.9x0.9x
Sun, 19 Mar 2023US$132.8bUS$145.6bUS$3.2b17.8x41.2x0.9x
Tue, 14 Feb 2023US$141.1bUS$147.3bUS$3.3b20.6x42.3x1x
Thu, 12 Jan 2023US$125.3bUS$145.4bUS$3.2b14.6x39.1x0.9x
Sat, 10 Dec 2022US$118.7bUS$145.0bUS$3.4b17.3x34.6x0.8x
Mon, 07 Nov 2022US$93.4bUS$143.2bUS$3.2b19.6x29.5x0.7x
Wed, 05 Oct 2022US$90.1bUS$137.2bUS$3.4b19.1x26.5x0.7x
Fri, 02 Sep 2022US$96.8bUS$137.2bUS$3.4b20.1x28.4x0.7x
Price to Earnings Ratio

28.4x


Total Market Cap: US$96.8bTotal 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 84.9x202320242025
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 84.9x.
  • 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 Market0.19%
Consumer Discretionary1.16%
Auto Components2.29%
Auto Parts and Equipment2.31%
Tires and Rubber1.33%
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 33% 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$78.833.5%
+US$585.8m		11.3%PE16.9x
LEA LearUS$109.636.4%
+US$349.0m		-5.9%PE12.4x
ALV AutolivUS$124.223.7%
+US$336.4m		22.4%PE13.3x
DORM Dorman ProductsUS$163.197.0%
+US$327.3m		44.7%PE22.1x
BWA BorgWarnerUS$43.373.1%
+US$283.5m		28.9%PE42.7x

Latest News

GNTX
US$28.09
Gentex
7D
3.3%
1Y
-10.2%

Gentex (NASDAQ:GNTX) Has Announced A Dividend Of $0.12

Aug 26
Gentex (NASDAQ:GNTX) Has Announced A Dividend Of $0.12
BWA
US$43.37
BorgWarner
7D
3.1%
1Y
28.9%
APTV
US$78.83
Aptiv
7D
3.5%
1Y
11.3%
WKSP
US$2.94
Worksport
7D
-3.9%
1Y
-52.6%
HSAI
US$23.38
Hesai Group
7D
-12.2%
1Y
457.3%

LiDAR And ADAS Expansion Will Broaden Global Reach

Hesai Group’s analyst price target was raised to $27.45, reflecting increased confidence driven by stronger earnings forecasts, accelerating LiDAR adoption, and anticipated margin improvements from overseas expansion and new revenue streams. Analyst Commentary Raised 2025 earnings forecast by 10% and 2026-27 earnings by 2% following strong Q2 results Growing LiDAR adoption in China resulting in ongoing market share gains Anticipation of margin enhancement from increasing overseas projects Expected revenue growth from robotaxi and smart home appliance segments beginning in 2026 Bullish analysts cite positive post-earnings momentum and expanded addressable market as justification for higher price targets What's in the News Hesai will unveil ETX, a new automotive-grade ultra-long-range lidar for L3 autonomous driving, at IAA Mobility 2025, featuring proprietary photon vector technology and compact behind-the-windshield integration.
LEA
US$109.63
Lear
7D
6.4%
1Y
-5.9%

Lear (NYSE:LEA) Is Due To Pay A Dividend Of $0.77

Aug 18
Lear (NYSE:LEA) Is Due To Pay A Dividend Of $0.77
PATK
US$114.99
Patrick Industries
7D
4.3%
1Y
30.9%
ALV
US$124.22
Autoliv
7D
3.7%
1Y
22.4%

Fewer Investors Than Expected Jumping On Autoliv, Inc. (NYSE:ALV)

Aug 16
Fewer Investors Than Expected Jumping On Autoliv, Inc. (NYSE:ALV)
WRD
US$9.60
WeRide
7D
-2.9%
1Y
n/a
LAZR
US$1.94
Luminar Technologies
7D
-9.8%
1Y
-87.6%

Unified Halo And LiDAR Integration Will Improve Operations

A sharp decline in net profit margin alongside a rising future P/E multiple suggests deteriorating profitability and richer valuation, prompting analysts to significantly lower Luminar Technologies’ fair value from $4.33 to $3.00. What's in the News Company expects Q3 2025 revenue of $17 million to $19 million.
DORM
US$163.19
Dorman Products
7D
7.0%
1Y
44.7%
DAN
US$19.99
Dana
7D
6.3%
1Y
81.7%
STRT
US$62.83
Strattec Security
7D
-11.5%
1Y
63.4%

Why Strattec Security Corporation (NASDAQ:STRT) Could Be Worth Watching

Aug 09
Why Strattec Security Corporation (NASDAQ:STRT) Could Be Worth Watching
MBLY
US$13.81
Mobileye Global
7D
-3.4%
1Y
-1.7%

Mobileye Q2: The Turnaround Begins

Jul 30
CREV
US$4.36
Carbon Revolution
7D
-0.9%
1Y
-32.9%