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U.S. Auto Components Industry Analysis

UpdatedJun 27, 2026
DataAggregated Company Financials
Companies56
  • 7D-3.1%
  • 3M7.2%
  • 1Y2.1%
  • YTD-6.8%

Over the last 7 days, the Auto Components industry has dropped 3.1%, driven by pullbacks in BorgWarner and Aptiv of 5.2% and 5.3%, respectively. In contrast, Dorman Products has gained 7.2%. Over the last year, the industry has been flat overall. 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
Sat, 27 Jun 2026US$94.0bUS$148.8b-US$4,164,525,238.7221.7x-22.6x0.6x
Mon, 25 May 2026US$96.0bUS$148.8b-US$4,174,865,197.1619.1x-23x0.6x
Wed, 22 Apr 2026US$95.7bUS$155.6b-US$457,643,243.5118.6x-209.1x0.6x
Fri, 20 Mar 2026US$88.6bUS$146.5b-US$961,040,664.2516.9x-92.2x0.6x
Sun, 15 Feb 2026US$109.0bUS$148.8b-US$896,044,612.6221.7x-121.6x0.7x
Tue, 13 Jan 2026US$107.4bUS$147.6b-US$834,046,945.1822.9x-128.8x0.7x
Thu, 11 Dec 2025US$99.5bUS$147.6b-US$843,367,673.0818.6x-117.9x0.7x
Sat, 08 Nov 2025US$109.9bUS$150.2b-US$290,057,784.7222.4x-378.8x0.7x
Mon, 06 Oct 2025US$117.4bUS$148.9bUS$37.6m18.9x3123.7x0.8x
Wed, 03 Sep 2025US$108.8bUS$148.9bUS$39.4m17.3x2758.2x0.7x
Fri, 01 Aug 2025US$97.1bUS$148.5bUS$349.5m15.2x277.8x0.7x
Sun, 29 Jun 2025US$96.8bUS$148.3bUS$279.5m13.9x346.5x0.7x
Tue, 27 May 2025US$89.1bUS$148.2bUS$269.2m13.5x331x0.6x
Thu, 24 Apr 2025US$76.2bUS$149.4bUS$778.1m13x97.9x0.5x
Sat, 22 Mar 2025US$88.5bUS$149.4bUS$737.4m15.6x120x0.6x
Mon, 17 Feb 2025US$91.9bUS$149.4bUS$1.4b18x65.2x0.6x
Wed, 15 Jan 2025US$90.3bUS$150.3bUS$2.4b18.3x37.4x0.6x
Fri, 13 Dec 2024US$95.4bUS$150.3bUS$2.4b19.6x39.3x0.6x
Sun, 10 Nov 2024US$97.7bUS$159.4bUS$2.2b19.9x45.2x0.6x
Tue, 08 Oct 2024US$95.5bUS$153.0bUS$6.1b18.2x15.7x0.6x
Thu, 05 Sep 2024US$95.3bUS$153.0bUS$6.1b17.4x15.7x0.6x
Sat, 03 Aug 2024US$100.5bUS$153.2bUS$6.1b18.1x16.3x0.7x
Mon, 01 Jul 2024US$108.0bUS$153.6bUS$5.0b18x21.5x0.7x
Wed, 29 May 2024US$115.0bUS$153.6bUS$5.0b20.6x22.9x0.7x
Fri, 26 Apr 2024US$113.6bUS$153.5bUS$5.0b18.7x22.9x0.7x
Sun, 24 Mar 2024US$124.0bUS$155.5bUS$5.2b19.8x23.8x0.8x
Tue, 20 Feb 2024US$117.2bUS$155.8bUS$4.8b18.6x24.4x0.8x
Thu, 18 Jan 2024US$114.9bUS$156.2bUS$4.4b16.2x26.2x0.7x
Sat, 16 Dec 2023US$131.0bUS$156.2bUS$4.3b16.1x30.4x0.8x
Mon, 13 Nov 2023US$116.2bUS$156.2bUS$4.3b14.2x27.1x0.7x
Wed, 11 Oct 2023US$132.8bUS$154.6bUS$3.0b20.7x44.5x0.9x
Fri, 08 Sep 2023US$132.2bUS$154.6bUS$3.0b21.1x44.3x0.9x
Sun, 06 Aug 2023US$141.8bUS$156.6bUS$3.3b17.2x42.8x0.9x
Tue, 04 Jul 2023US$139.6bUS$152.7bUS$3.3b17.6x42.1x0.9x
Price to Earnings Ratio

42.1x


Total Market Cap: US$139.6bTotal Earnings: US$3.3bTotal Revenue: US$152.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Components Industry Price to Earnings3Y Average 203.5x202420252026
Current Industry PE
  • Investors are relatively neutral on the American Auto Components industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PS ratio of 0.70x.
Past Earnings Growth
  • Total earnings for the Auto Components industry have declined over the last three years, with the industry now making a loss overall.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, 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-2.65%
Consumer Discretionary-2.94%
Auto Components-3.06%
Tires and Rubber10.49%
Auto Parts and Equipment-3.30%
Industry PE
    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 11% per year.
    • In contrast, the Auto Parts and Equipment industry is expected to see its earnings grow by 32% 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
    		DORM Dorman ProductsUS$134.697.2%
    +US$269.8m    		8.3%PE21.2x
    		PATK Patrick IndustriesUS$95.339.1%
    +US$261.8m    		3.1%PE23x
    		GT Goodyear Tire & RubberUS$6.8410.5%
    +US$186.2m    		-36.2%PS0.1x
    		PHIN PHINIAUS$84.825.0%
    +US$149.6m    		90.0%PE22.3x
    		GTX Garrett MotionUS$35.112.3%
    +US$147.9m    		234.4%PE19.2x

    Latest News

    ALV
    US$119.17
    Autoliv
    7D
    0.8%
    1Y
    5.4%
    HSAI
    US$14.80
    Hesai Group
    7D
    -12.4%
    1Y
    -32.7%
    WRD
    US$5.50
    WeRide
    7D
    -13.4%
    1Y
    -31.5%
    Narrative Update • Jun 26

    WRD: Global Robotaxi Expansion Will Drive Future Upside Potential

    The analyst price target for WeRide has increased from $11.50 to $11.80, as analysts incorporate Q1 results and updated fleet guidance into modestly revised sales expectations for 2026 through 2028. Analyst Commentary Recent research on WeRide points to a generally constructive stance, but with clear flags around how the company executes on its growth plans and how much investors may be willing to pay for that growth.
    QS
    US$7.16
    QuantumScape
    7D
    -10.9%
    1Y
    8.2%
    Narrative Update • Jun 26

    QS: Honda Research Pact Will Anchor Future Battery Commercialization Potential

    Analysts have revised their fair value estimate for QuantumScape to $10.00 from $12.00, reflecting updated assumptions around discount rates, revenue potential, profit margins, and the price-to-earnings (P/E) multiple they are willing to apply to the stock. What’s in the News for QuantumScape QuantumScape entered a multi-year joint research agreement with Honda R&D Co., Ltd.
    VC
    US$103.08
    Visteon
    7D
    -9.4%
    1Y
    9.4%
    Narrative Update • Jun 26

    VC: Buyback Plan And AI Focus Will Drive Future Upside

    Analysts have revised their price target on Visteon to $159.77 from $135.00, citing updated assumptions around revenue growth, profit margins, the discount rate, and future P/E expectations. What’s in the News for Visteon Visteon announced a new share repurchase authorization of up to US$800 million of common stock, expiring December 31, 2029, with funding expected from cash on hand and future cash flow generation (source: company announcement).
    GT
    US$6.84
    Goodyear Tire & Rubber
    7D
    10.5%
    1Y
    -36.2%
    BWA
    US$68.11
    BorgWarner
    7D
    -5.2%
    1Y
    102.6%
    Narrative Update • Jun 26

    BWA: Non Auto Revenue Shift Will Drive Future Earnings Mix

    Analysts have raised the implied fair value estimate for BorgWarner to $95 from $82, reflecting higher assumed revenue growth, improved profit margins, and increased confidence in the company's non auto opportunities, as highlighted in recent price target revisions across the Street. Analyst Commentary BorgWarner is drawing increased attention from bullish analysts who see the company as a key beneficiary of non auto revenue streams and AI related demand, which is feeding into a series of higher valuation markers across the Street.
    PHIN
    US$84.82
    PHINIA
    7D
    5.0%
    1Y
    90.0%
    MBLY
    US$7.81
    Mobileye Global
    7D
    -7.7%
    1Y
    -57.4%
    APTV
    US$60.32
    Aptiv
    7D
    -5.3%
    1Y
    -12.3%
    LCII
    US$95.87
    LCI Industries
    7D
    4.3%
    1Y
    4.3%
    Narrative Update • Jun 23

    LCII: Higher Fair Value Will Face Pressure From RV Demand Uncertainty

    Analysts have revised the fair value estimate for LCI Industries to $125 from $105, reflecting updated views that factor in higher discount rates, more cautious revenue growth assumptions, slightly firmer profit margins, and a higher future P/E multiple in light of recent price target changes across the Street. Analyst Commentary Recent Street commentary on LCI Industries highlights a more cautious tone, with several bearish analysts adjusting price targets and assumptions around the core recreational vehicle market.
    XPEL
    US$49.37
    XPEL
    7D
    8.6%
    1Y
    35.7%
    Narrative Update • Jun 23

    XPEL: Manufacturing Investments And China Expansion Will Shape Balanced Future Outlook

    Analysts maintained their XPEL fair value estimate at $45.00, citing a slightly lower discount rate and modestly higher revenue growth and profit margin assumptions as the basis for the updated price target rationale following a recent downgrade in Street research. What’s in the News for XPEL XPEL outlined approximately US$110 million of planned manufacturing and supply chain investments, including real estate, capital expenditures, and a manufacturing facility acquisition in China.
    DORM
    US$134.69
    Dorman Products
    7D
    7.2%
    1Y
    8.3%
    Analysis Article • Jun 21

    Dorman Products (DORM) Stock Could Be 17.5% Undervalued After Its $450 Million Debt Rework

    Why Dorman Products’ New Debt Moves Matter for Shareholders Dorman Products (DORM) has just reshaped its balance sheet, issuing US$450 million in senior notes and refinancing its revolving credit facility to US$800 million. These steps extend debt maturities and adjust its funding mix. For investors, this kind of refinancing can influence interest expense, liquidity and financial flexibility. All of these factors can affect how the stock might be viewed against its recent share price...
    GTX
    US$35.11
    Garrett Motion
    7D
    2.3%
    1Y
    234.4%
    Analysis Article • Jun 21

    Garrett Motion (GTX) Stock Could Be 3.8% Undervalued After Its Strong Run

    Garrett Motion Stock Performance Snapshot Garrett Motion (GTX) has attracted attention after recent trading, with the stock closing at $34.32 and showing double digit total returns over the past year and past 3 months. For investors tracking performance, the company reports annual revenue of $3,691.0 and net income of $343.0, with both revenue and net income growth reported on an annual basis. See our latest analysis for Garrett Motion. Garrett Motion's recent 1-day and 7-day share price...
    PATK
    US$95.33
    Patrick Industries
    7D
    9.1%
    1Y
    3.1%
    Narrative Update • Jun 16

    PATK: Future Stock Returns Will Reflect Potential LCI Combination Execution

    Patrick Industries' analyst price target has been reduced following a series of recent cuts from firms such as Roth Capital, BofA, Baird, KeyBanc, and BMO Capital, as analysts reassess their outlook and valuation assumptions for the stock. Analyst Commentary Recent research on Patrick Industries reflects a more cautious stance on the stock, with several firms cutting their price targets in quick succession.
    VGNT
    US$41.40
    Versigent
    7D
    -9.8%
    1Y
    n/a