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U.S. Auto Components Industry Analysis

UpdatedOct 10, 2025
DataAggregated Company Financials
Companies61
  • 7D-7.6%
  • 3M7.8%
  • 1Y16.0%
  • YTD12.1%

Over the last 7 days, the Auto Components industry has dropped 3.1%, driven by a pullback from Aptiv of 5.3%. Over the past 12 months, the industry was up 22%. As for the next few years, earnings are expected to grow by 33% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 11 Oct 2025US$115.1bUS$148.9bUS$38.0m17.8x3031.5x0.8x
Mon, 08 Sep 2025US$110.0bUS$148.9bUS$39.4m17.3x2789.6x0.7x
Wed, 06 Aug 2025US$98.4bUS$149.0b-US$285,663,482.4015.6x-344.5x0.7x
Fri, 04 Jul 2025US$102.0bUS$148.3bUS$279.3m15.2x365.2x0.7x
Sun, 01 Jun 2025US$90.7bUS$148.3bUS$282.8m13.8x320.5x0.6x
Tue, 29 Apr 2025US$81.0bUS$149.5bUS$892.5m14.5x90.8x0.5x
Thu, 27 Mar 2025US$92.0bUS$149.4bUS$738.3m15.7x124.6x0.6x
Sat, 22 Feb 2025US$89.9bUS$149.2bUS$1.1b18.2x80.2x0.6x
Mon, 20 Jan 2025US$92.1bUS$150.3bUS$2.4b19.3x38.2x0.6x
Wed, 18 Dec 2024US$94.0bUS$150.3bUS$2.4b18.6x38.7x0.6x
Fri, 15 Nov 2024US$99.8bUS$159.3bUS$2.2b19.8x46.2x0.6x
Sun, 13 Oct 2024US$97.9bUS$162.3bUS$6.1b19.1x16x0.6x
Tue, 10 Sep 2024US$90.8bUS$153.0bUS$6.1b18.4x15x0.6x
Thu, 08 Aug 2024US$94.1bUS$152.9bUS$6.1b18.6x15.5x0.6x
Sat, 06 Jul 2024US$107.8bUS$153.6bUS$5.0b17.7x21.4x0.7x
Mon, 03 Jun 2024US$115.9bUS$153.6bUS$5.0b20.2x23.1x0.8x
Wed, 01 May 2024US$111.2bUS$153.7bUS$5.0b18.2x22.1x0.7x
Fri, 29 Mar 2024US$126.0bUS$155.5bUS$5.2b19.8x24.2x0.8x
Sun, 25 Feb 2024US$113.6bUS$155.6bUS$5.2b18.3x21.8x0.7x
Tue, 23 Jan 2024US$117.1bUS$156.2bUS$4.4b17.3x26.7x0.7x
Thu, 21 Dec 2023US$133.4bUS$156.2bUS$4.3b16.4x30.9x0.9x
Sat, 18 Nov 2023US$123.2bUS$156.2bUS$4.3b15.2x28.6x0.8x
Mon, 16 Oct 2023US$125.3bUS$154.6bUS$3.0b20.1x42x0.8x
Wed, 13 Sep 2023US$132.2bUS$154.6bUS$3.0b21.6x44.3x0.9x
Fri, 11 Aug 2023US$139.3bUS$154.6bUS$3.0b21.8x47.1x0.9x
Sun, 09 Jul 2023US$140.7bUS$152.7bUS$3.3b18.1x42.4x0.9x
Tue, 06 Jun 2023US$132.6bUS$149.4bUS$3.1b17.7x43.1x0.9x
Thu, 04 May 2023US$123.2bUS$147.1bUS$3.3b17.1x37.8x0.8x
Sat, 01 Apr 2023US$138.1bUS$145.6bUS$3.3b18.9x42.5x0.9x
Mon, 27 Feb 2023US$138.8bUS$145.5bUS$3.1b18.6x44.2x1x
Wed, 25 Jan 2023US$128.0bUS$145.0bUS$3.4b18.8x37.3x0.9x
Fri, 23 Dec 2022US$115.1bUS$145.0bUS$3.4b15.4x33.6x0.8x
Sun, 20 Nov 2022US$123.6bUS$144.9bUS$3.4b20x35.8x0.9x
Tue, 18 Oct 2022US$84.2bUS$137.2bUS$3.4b18x24.7x0.6x
Price to Earnings Ratio

24.7x


Total Market Cap: US$84.2bTotal 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 205.9x202320242025
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 206x.
  • 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 Market-2.75%
Consumer Discretionary-4.64%
Auto Components-7.63%
Auto Parts and Equipment-7.55%
Tires and Rubber-11.53%
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
KDK Kodiak AIUS$9.0421.7%
+US$291.7m		-16.3%PS101.9x
SLDP Solid PowerUS$5.8635.6%
+US$279.2m		354.3%PS46.9x
XPEL XPELUS$33.890.8%
+US$7.7m		-21.7%PE19.3x
REE REE AutomotiveUS$0.867.9%
+US$1.8m		-88.0%PS132.1x
WKSP WorksportUS$3.412.1%
+US$464.9k		-38.6%PS1.8x

Latest News

QS
US$14.70
QuantumScape
7D
-7.7%
1Y
161.6%
DORM
US$141.68
Dorman Products
7D
-9.8%
1Y
24.4%
BWA
US$41.21
BorgWarner
7D
-7.9%
1Y
17.6%

Chinese OEM Wins And Electrification Trends Will Drive Automotive Advancement

BorgWarner’s analyst-derived fair value estimate has been raised modestly to $44.71, up from $43.93. Analysts point to robust vehicle demand forecasts and resilient industry fundamentals supporting the adjustment.
HSAI
US$22.05
Hesai Group
7D
-19.4%
1Y
338.8%

LiDAR And ADAS Expansion Will Broaden Global Reach

Hesai Group’s analyst price target has increased from $29.09 to $29.62. Analysts cite robust earnings forecasts and leadership in LiDAR adoption as key drivers for the revision.
XPEL
US$33.89
XPEL
7D
0.8%
1Y
-21.7%

Is Now An Opportune Moment To Examine XPEL, Inc. (NASDAQ:XPEL)?

Oct 03
Is Now An Opportune Moment To Examine XPEL, Inc. (NASDAQ:XPEL)?
SLDP
US$5.86
Solid Power
7D
35.6%
1Y
354.3%

BMW And SK On Ties Will Fuel Potential Despite Risks

Analysts have raised their price target for Solid Power from $2.50 to $4.00. They cite updated valuation models and a reassessment of the company’s long-term growth prospects.
GNTX
US$25.63
Gentex
7D
-7.1%
1Y
-12.6%
APTV
US$80.70
Aptiv
7D
-8.3%
1Y
13.2%
ALV
US$115.59
Autoliv
7D
-9.7%
1Y
21.4%

Chinese OEM Ties And Mobility Shifts Will Unlock Potential

Autoliv's consensus revenue growth forecast has edged up from 4.2% to 4.4% per annum, supporting a marginal increase in the analyst price target from $128.21 to $129.74. What's in the News Autoliv reiterated full-year 2025 earnings guidance and increased organic sales growth outlook to around 3% due to tariff compensations.
KDK
US$9.04
Kodiak AI
7D
21.7%
1Y
-16.3%

Kodiak AI Not Worth Investing At This Time

Sep 26
WKSP
US$3.41
Worksport
7D
2.1%
1Y
-38.6%
REE
US$0.86
REE Automotive
7D
7.9%
1Y
-88.0%
LEA
US$96.78
Lear
7D
-6.9%
1Y
-9.5%
SSM
US$8.70
Sono Group
7D
1.2%
1Y
143.7%