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U.S. Auto Components Industry Analysis

UpdatedSep 22, 2025
DataAggregated Company Financials
Companies58
  • 7D3.7%
  • 3M27.7%
  • 1Y25.6%
  • YTD21.4%

Over the last 7 days, the Auto Components industry has risen 3.7%, driven by gains from QuantumScape of 30%. In the last 12 months, the industry was up 26%. 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
Tue, 23 Sep 2025US$116.9bUS$148.9bUS$38.5m18.3x3039.2x0.8x
Thu, 21 Aug 2025US$106.0bUS$148.9bUS$41.7m16.3x2545.4x0.7x
Sat, 19 Jul 2025US$102.2bUS$148.3bUS$279.8m14.5x365.2x0.7x
Mon, 16 Jun 2025US$90.7bUS$148.3bUS$279.9m13.6x324x0.6x
Wed, 14 May 2025US$92.2bUS$148.2bUS$238.0m14.1x387.6x0.6x
Fri, 11 Apr 2025US$80.6bUS$149.4bUS$739.7m11.9x109x0.5x
Sun, 09 Mar 2025US$87.5bUS$149.3bUS$1.1b16.9x80.7x0.6x
Tue, 04 Feb 2025US$90.6bUS$149.8bUS$2.3b16.6x40.2x0.6x
Thu, 02 Jan 2025US$93.2bUS$150.3bUS$2.4b18.2x38.6x0.6x
Sat, 30 Nov 2024US$99.3bUS$150.4bUS$2.1b19.4x46.5x0.7x
Mon, 28 Oct 2024US$99.6bUS$162.0bUS$5.8b19.2x17.2x0.6x
Wed, 25 Sep 2024US$95.3bUS$153.0bUS$6.1b18.6x15.7x0.6x
Fri, 23 Aug 2024US$97.6bUS$153.0bUS$6.1b19.1x16.1x0.6x
Sun, 21 Jul 2024US$107.6bUS$153.6bUS$5.0b18.8x21.4x0.7x
Tue, 18 Jun 2024US$108.6bUS$153.6bUS$5.0b18.4x21.6x0.7x
Thu, 16 May 2024US$119.6bUS$153.7bUS$5.1b19.4x23.5x0.8x
Sat, 13 Apr 2024US$118.2bUS$153.8bUS$5.1b18.8x23.3x0.8x
Mon, 11 Mar 2024US$118.6bUS$155.5bUS$5.2b18.6x22.8x0.8x
Wed, 07 Feb 2024US$118.4bUS$157.0bUS$5.2b15.9x22.7x0.8x
Fri, 05 Jan 2024US$119.9bUS$156.2bUS$4.4b16.2x27.4x0.8x
Sun, 03 Dec 2023US$125.3bUS$156.2bUS$4.3b15.6x29.1x0.8x
Tue, 31 Oct 2023US$117.3bUS$155.5bUS$3.3b18.4x35.8x0.8x
Thu, 28 Sep 2023US$132.1bUS$154.6bUS$3.0b20.6x44.3x0.9x
Sat, 26 Aug 2023US$130.4bUS$154.6bUS$3.0b20.7x43.7x0.8x
Mon, 24 Jul 2023US$145.7bUS$153.3bUS$3.3b20.2x44.3x1x
Wed, 21 Jun 2023US$131.8bUS$149.4bUS$3.1b17.6x42.8x0.9x
Fri, 19 May 2023US$125.5bUS$147.5bUS$2.9b17.7x42.9x0.9x
Sun, 16 Apr 2023US$133.5bUS$145.5bUS$3.3b18.6x40.4x0.9x
Tue, 14 Mar 2023US$133.8bUS$145.7bUS$3.1b18.3x42.8x0.9x
Thu, 09 Feb 2023US$141.1bUS$146.5bUS$3.8b21.2x36.9x1x
Sat, 07 Jan 2023US$120.8bUS$145.4bUS$3.2b12.4x37.6x0.8x
Mon, 05 Dec 2022US$125.1bUS$144.9bUS$3.4b19.5x36.3x0.9x
Wed, 02 Nov 2022US$94.1bUS$139.3bUS$3.4b18.6x27.8x0.7x
Fri, 30 Sep 2022US$83.2bUS$137.2bUS$3.4b17.7x24.4x0.6x
Price to Earnings Ratio

24.4x


Total Market Cap: US$83.2bTotal 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 156.9x202320242025
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 154x.
  • 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 78% 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 Market1.49%
Consumer Discretionary2.16%
Auto Components3.73%
Auto Parts and Equipment3.82%
Tires and Rubber-0.36%
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
QS QuantumScapeUS$13.4429.7%
+US$1.7b		135.8%PB7.4x
HSAI Hesai GroupUS$29.71-0.3%
US$898.8m		631.8%PE375.3x
MBLY Mobileye GlobalUS$14.626.0%
+US$671.3m		18.5%PS6.2x
APTV AptivUS$85.393.1%
+US$564.0m		19.3%PE18.4x
WRD WeRideUS$11.5612.0%
+US$352.8m		n/aPS57x

Latest News

APTV
US$85.39
Aptiv
7D
3.1%
1Y
19.3%
WRD
US$11.56
WeRide
7D
12.0%
1Y
n/a
GTX
US$13.56
Garrett Motion
7D
3.3%
1Y
67.0%

Light Vehicle Wins Will Shape Prospects Amid ICE Risks

Garrett Motion’s consensus price target has increased to $15.83 as analysts highlight the company’s leadership in turbochargers, expansion into zero emission technologies, and differentiated growth prospects from its innovative product pipeline. Analyst Commentary Leading position in global gasoline and diesel turbocharger market for OEMs. Ongoing product development initiatives targeting emerging zero emission technologies.
BWA
US$43.55
BorgWarner
7D
-0.7%
1Y
26.8%

Chinese OEM Wins And Electrification Trends Will Drive Automotive Advancement

BorgWarner’s consensus price target saw a slight upward revision to $43.93, as analysts cited resilience in U.S. auto sector fundamentals, better-than-expected Q2 results, and effective cost strategies, while valuation concerns and delayed contract impact tempered enthusiasm. Analyst Commentary Bullish analysts cited stronger-than-expected resilience in U.S. auto sector fundamentals, including stable light vehicle production and consumer strength despite tariff headwinds.
DORM
US$156.55
Dorman Products
7D
-3.3%
1Y
36.2%
HSAI
US$29.71
Hesai Group
7D
-0.3%
1Y
631.8%

LiDAR And ADAS Expansion Will Broaden Global Reach

Hesai Group’s consensus price target was modestly raised to $29.09 as analysts highlight robust order wins—including a key deal with Mercedes-Benz—increased ADAS LiDAR adoption, and new market opportunities, all underpinning stronger earnings outlooks. Analyst Commentary Bullish analysts cite strong order wins from both domestic and international OEMs, including a notable breakthrough with Mercedes-Benz, as key catalysts for future growth.
ECX
US$2.08
ECARX Holdings
7D
14.3%
1Y
20.9%
FOXF
US$25.48
Fox Factory Holding
7D
-6.0%
1Y
-40.6%

Some Confidence Is Lacking In Fox Factory Holding Corp.'s (NASDAQ:FOXF) P/S

Sep 14
Some Confidence Is Lacking In Fox Factory Holding Corp.'s (NASDAQ:FOXF) P/S
LEA
US$103.07
Lear
7D
-2.1%
1Y
-5.1%
QS
US$13.44
QuantumScape
7D
29.7%
1Y
135.8%

An amazing opportunity to potentially get a 100 bagger

Of course. Here is a glowing bullish narrative for QuantumScape, incorporating the likelihood of Honda as the unnamed OEM partner.
MOD
US$151.23
Modine Manufacturing
7D
-0.8%
1Y
18.9%
SLDP
US$4.52
Solid Power
7D
13.6%
1Y
232.4%
DAN
US$20.11
Dana
7D
-3.6%
1Y
97.9%

Operational Efficiency And Electrification Will Power Long-Term Success

With both the discount rate and future P/E ratio essentially unchanged, analysts' consensus fair value for Dana remains steady at $24.00 per share. What's in the News Dana completed the repurchase of 14,600,000 shares (10.02%) for $250 million under the buyback announced in June 2025.
LCII
US$97.16
LCI Industries
7D
-2.8%
1Y
-17.9%

Demographic Shifts And RV Trends Will Shape Future Markets

As both the discount rate and future P/E ratio for LCI Industries remained unchanged, the consensus analyst price target was maintained at $104.75. What's in the News Completed repurchase of 1,057,667 shares (4.19%) for $100.58 million under the buyback announced May 2025.
PATK
US$105.38
Patrick Industries
7D
-4.2%
1Y
10.8%

Investors Appear Satisfied With Patrick Industries, Inc.'s (NASDAQ:PATK) Prospects

Sep 02
Investors Appear Satisfied With Patrick Industries, Inc.'s (NASDAQ:PATK) Prospects
MBLY
US$14.62
Mobileye Global
7D
6.0%
1Y
18.5%

Mobileye Q2: The Turnaround Begins

Jul 30