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U.S. Auto Components Industry Analysis

UpdatedAug 02, 2025
DataAggregated Company Financials
Companies58
  • 7D-5.4%
  • 3M17.5%
  • 1Y2.7%
  • YTD1.3%

Over the last 7 days, the Auto Components industry has dropped 5.4%, driven by QuantumScape declining 31%. On the other hand Modine Manufacturing is actually up 29%. As for the longer term, the industry's performance has been flat for the past year. Earnings are forecast to grow by 34% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 02 Aug 2025US$98.9bUS$148.8b-US$300,464,224.2015.1x-329.2x0.7x
Mon, 30 Jun 2025US$96.8bUS$148.3bUS$279.5m13.9x346.5x0.7x
Wed, 28 May 2025US$89.1bUS$148.2bUS$270.2m14x329.8x0.6x
Fri, 25 Apr 2025US$77.7bUS$149.4bUS$778.2m13.5x99.8x0.5x
Sun, 23 Mar 2025US$88.2bUS$149.4bUS$737.4m15.6x119.6x0.6x
Tue, 18 Feb 2025US$91.9bUS$149.4bUS$1.4b18x65.2x0.6x
Thu, 16 Jan 2025US$90.3bUS$150.3bUS$2.4b18.8x37.4x0.6x
Sat, 14 Dec 2024US$95.0bUS$150.3bUS$2.4b19.3x39.1x0.6x
Mon, 11 Nov 2024US$97.7bUS$159.4bUS$2.2b19.9x45.2x0.6x
Wed, 09 Oct 2024US$94.4bUS$153.0bUS$6.1b18.3x15.5x0.6x
Fri, 06 Sep 2024US$94.9bUS$153.0bUS$6.1b18.2x15.6x0.6x
Sun, 04 Aug 2024US$96.2bUS$153.2bUS$6.1b18.1x15.6x0.6x
Tue, 02 Jul 2024US$108.0bUS$153.6bUS$5.0b17.9x21.5x0.7x
Thu, 30 May 2024US$116.0bUS$153.6bUS$5.0b19.9x23.1x0.8x
Sat, 27 Apr 2024US$114.3bUS$153.7bUS$5.0b18.5x22.7x0.7x
Mon, 25 Mar 2024US$124.0bUS$155.5bUS$5.2b19.8x23.8x0.8x
Wed, 21 Feb 2024US$115.3bUS$155.6bUS$5.3b17.6x21.8x0.7x
Fri, 19 Jan 2024US$115.2bUS$156.2bUS$4.4b16.8x26.3x0.7x
Sun, 17 Dec 2023US$131.0bUS$156.2bUS$4.3b16.1x30.4x0.8x
Tue, 14 Nov 2023US$117.1bUS$156.2bUS$4.3b14.2x27.3x0.7x
Thu, 12 Oct 2023US$130.9bUS$154.6bUS$3.0b20.7x43.9x0.8x
Sat, 09 Sep 2023US$132.2bUS$154.6bUS$3.0b21.1x44.3x0.9x
Mon, 07 Aug 2023US$143.4bUS$156.6bUS$3.3b17.2x43.3x0.9x
Wed, 05 Jul 2023US$139.6bUS$152.7bUS$3.3b17.6x42.1x0.9x
Fri, 02 Jun 2023US$129.6bUS$149.4bUS$3.1b17x42.1x0.9x
Sun, 30 Apr 2023US$127.2bUS$146.7bUS$3.3b16.5x38.5x0.9x
Tue, 28 Mar 2023US$131.9bUS$145.6bUS$3.3b18.1x40.5x0.9x
Thu, 23 Feb 2023US$143.0bUS$145.5bUS$3.1b18.4x45.5x1x
Sat, 21 Jan 2023US$127.0bUS$145.0bUS$3.4b18.6x37x0.9x
Mon, 19 Dec 2022US$116.8bUS$145.0bUS$3.4b14.6x34.1x0.8x
Wed, 16 Nov 2022US$102.7bUS$143.3bUS$3.2b20x31.9x0.7x
Fri, 14 Oct 2022US$86.3bUS$137.2bUS$3.4b18.4x25.3x0.6x
Sun, 11 Sep 2022US$99.2bUS$137.2bUS$3.4b20x29.1x0.7x
Tue, 09 Aug 2022US$103.4bUS$137.2bUS$3.5b17.4x29.8x0.8x
Price to Earnings Ratio

29.8x


Total Market Cap: US$103.4bTotal Earnings: US$3.5bTotal Revenue: US$137.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Components Industry Price to Earnings3Y Average 61.6x202320242025
Current Industry PE
  • Investors are pessimistic on the American Auto Components industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading close to its 3-year average PS ratio of 0.74x.
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 grown 2.7% 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-2.70%
Consumer Discretionary-4.83%
Auto Components-5.40%
Auto Parts and Equipment-5.33%
Tires and Rubber-7.52%
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 61.8x.
    • Analysts are expecting annual earnings growth of 26.9% 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 34% over the next 5 years.
  • This is better than its past earnings decline of 4.1% per year.
  • In contrast, the Tires and Rubber industry is expected to see its earnings grow by 27% 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
MOD Modine ManufacturingUS$133.7028.9%
+US$1.6b
35.3%PE37.3x
BWA BorgWarnerUS$37.524.2%
+US$204.7m
13.6%PE36.9x
CPS Cooper-Standard HoldingsUS$26.348.6%
+US$38.7m
85.5%PE15.8x
ECX ECARX HoldingsUS$1.610.3%
+US$1.9m
-2.1%PS0.7x

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