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U.S. Auto Components Industry Analysis

UpdatedJun 03, 2026
DataAggregated Company Financials
Companies53
  • 7D6.8%
  • 3M11.1%
  • 1Y22.1%
  • YTD5.0%

Over the last 7 days, the Auto Components industry has risen 6.8%, driven by gains from Aptiv of 26%. During this same period, the Garrett Motion underperformed, falling 6.8%. In the last 12 months, the industry was up 22%. Looking forward, 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
Wed, 03 Jun 2026US$101.8bUS$148.8b-US$4,175,666,036.2120.3x-24.4x0.7x
Fri, 01 May 2026US$93.3bUS$155.9b-US$4,221,358,328.5619.3x-22.1x0.6x
Sun, 29 Mar 2026US$87.2bUS$146.6b-US$956,165,528.5816.9x-91.2x0.6x
Tue, 24 Feb 2026US$104.9bUS$148.9b-US$1,007,263,801.6920.3x-104.1x0.7x
Thu, 22 Jan 2026US$102.9bUS$147.6b-US$834,284,550.3425x-123.4x0.7x
Sat, 20 Dec 2025US$99.7bUS$147.6b-US$843,953,515.6519.6x-118.1x0.7x
Mon, 17 Nov 2025US$106.4bUS$150.2b-US$762,198,493.1323.2x-139.5x0.7x
Wed, 15 Oct 2025US$111.0bUS$148.9bUS$38.5m17.8x2885.5x0.7x
Fri, 12 Sep 2025US$110.5bUS$148.9bUS$38.6m18x2859x0.7x
Sun, 10 Aug 2025US$100.0bUS$148.8b-US$50,191,509.9515x-1993x0.7x
Tue, 08 Jul 2025US$102.0bUS$148.3bUS$279.6m14.7x364.7x0.7x
Thu, 05 Jun 2025US$91.0bUS$148.3bUS$282.2m13.7x322.3x0.6x
Sat, 03 May 2025US$81.1bUS$149.2bUS$639.8m14.1x126.8x0.5x
Mon, 31 Mar 2025US$85.5bUS$149.4bUS$737.2m14.4x116x0.6x
Wed, 26 Feb 2025US$89.6bUS$149.2bUS$1.1b18.1x79.9x0.6x
Fri, 24 Jan 2025US$93.8bUS$150.3bUS$2.4b19x38.9x0.6x
Sun, 22 Dec 2024US$90.3bUS$150.3bUS$2.4b17.8x37.4x0.6x
Tue, 19 Nov 2024US$95.1bUS$159.3bUS$2.2b19.3x44.1x0.6x
Thu, 17 Oct 2024US$96.8bUS$162.2bUS$6.1b19.2x15.8x0.6x
Sat, 14 Sep 2024US$90.2bUS$153.0bUS$6.1b18x14.9x0.6x
Mon, 12 Aug 2024US$93.1bUS$152.9bUS$6.1b17.6x15.3x0.6x
Wed, 10 Jul 2024US$107.1bUS$153.6bUS$5.0b17.5x21.3x0.7x
Fri, 07 Jun 2024US$113.9bUS$153.6bUS$5.0b19.3x22.7x0.7x
Sun, 05 May 2024US$117.2bUS$154.1bUS$5.0b18.4x23.5x0.8x
Tue, 02 Apr 2024US$125.4bUS$155.4bUS$5.2b19.2x23.9x0.8x
Thu, 29 Feb 2024US$117.0bUS$155.6bUS$5.2b18.8x22.5x0.8x
Sat, 27 Jan 2024US$117.5bUS$156.8bUS$4.5b16x26x0.7x
Mon, 25 Dec 2023US$134.4bUS$156.2bUS$4.3b16.9x31.2x0.9x
Wed, 22 Nov 2023US$125.0bUS$156.2bUS$4.3b15.2x29x0.8x
Fri, 20 Oct 2023US$122.3bUS$154.6bUS$3.0b19.6x41x0.8x
Sun, 17 Sep 2023US$134.5bUS$154.6bUS$3.0b21.2x45.1x0.9x
Tue, 15 Aug 2023US$137.4bUS$154.6bUS$3.0b21.4x46.5x0.9x
Thu, 13 Jul 2023US$147.7bUS$152.7bUS$3.3b18.8x44.5x1x
Sat, 10 Jun 2023US$133.5bUS$149.4bUS$3.1b18.2x43.4x0.9x
Price to Earnings Ratio

43.4x


Total Market Cap: US$133.5bTotal Earnings: US$3.1bTotal Revenue: US$149.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Components Industry Price to Earnings3Y Average 205x202420252026
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 0.71x.
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 Market1.22%
Consumer Discretionary-1.53%
Auto Components6.76%
Auto Parts and Equipment6.92%
Tires and Rubber-2.20%
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
    		APTV AptivUS$76.8224.1%
    +US$3.2b    		16.6%PE44.5x
    		BWA BorgWarnerUS$76.558.1%
    +US$1.2b    		138.7%PE43.4x
    		MBLY Mobileye GlobalUS$10.745.7%
    +US$488.5m    		-36.0%PS4.5x
    		VGNT VersigentUS$49.8112.9%
    +US$402.7m    		n/aPE6.9x
    		GNTX GentexUS$25.003.5%
    +US$181.0m    		17.3%PE13.9x

    Latest News

    APTV
    US$76.82
    Aptiv
    7D
    24.1%
    1Y
    16.6%
    VC
    US$123.15
    Visteon
    7D
    4.5%
    1Y
    48.8%
    WRD
    US$7.75
    WeRide
    7D
    5.2%
    1Y
    -19.4%
    GTX
    US$32.34
    Garrett Motion
    7D
    -3.9%
    1Y
    219.2%
    MBLY
    US$10.74
    Mobileye Global
    7D
    5.7%
    1Y
    -36.0%
    Narrative Update • Jun 02

    MBLY: ADAS Wins And Robotaxi Progress Will Drive Future Upside

    Analysts have trimmed the fair value estimate for Mobileye Global to $13.29 from $15.49, reflecting a mix of cautious price target changes and views that near term upside is more balanced, even as longer term opportunities in higher autonomy and robotics remain tied to uncertain outcomes. Analyst Commentary Recent research echoes the cut in the fair value estimate, with a mix of cautious and constructive views on Mobileye Global's valuation, execution risk, and long term growth optionality in higher autonomy and robotics.
    PATK
    US$90.65
    Patrick Industries
    7D
    -3.3%
    1Y
    4.4%
    Narrative Update • Jun 02

    PATK: Future Returns Will Reflect Potential LCI Combination And Execution Upside

    Patrick Industries' analyst price targets have been cut by up to $17 in recent research, as analysts reassessed their outlook and reset expectations for the stock. Analyst Commentary Recent research reports on Patrick Industries share a common theme of lower price targets, but the reasoning behind those changes includes both constructive and cautious elements that matter for how you think about valuation and execution risk.
    DCH
    US$6.47
    Dauch
    7D
    -6.1%
    1Y
    50.8%
    ADNT
    US$22.42
    Adient
    7D
    -6.7%
    1Y
    43.1%
    GNTX
    US$25.00
    Gentex
    7D
    3.5%
    1Y
    17.3%
    BWA
    US$76.55
    BorgWarner
    7D
    8.1%
    1Y
    138.7%
    THRM
    US$37.81
    Gentherm
    7D
    8.9%
    1Y
    38.5%
    Seeking Alpha • May 28

    Gentherm Offers Too Much Upside To Be Underperforming Like This

    Summary Gentherm Incorporated remains a soft Buy as its transformation and merger with Modine Performance Technologies drive significant upside potential. THRM delivered impressive Q1 FY2026 results: sales up 11.2% to $393.7M, outpacing a contracting vehicle production market. Management guides for FY2026 revenue of $1.5–$1.6B and EBITDA of $175–$195M, with the Modine merger expected to boost combined revenue to $2.6B and EBITDA to $322M. Despite short-term underperformance, THRM’s valuation is attractive, organic growth is robust, and long-term projections indicate annualized upside of 11.3–13%. Read the full article on Seeking Alpha
    GT
    US$5.80
    Goodyear Tire & Rubber
    7D
    -4.8%
    1Y
    -47.5%
    QS
    US$8.76
    QuantumScape
    7D
    -3.8%
    1Y
    106.1%
    LCII
    US$106.78
    LCI Industries
    7D
    -5.5%
    1Y
    20.7%
    Narrative Update • May 22

    LCII: Potential Patrick Deal And Margin Discipline Will Drive Future Earnings Power

    Narrative Update Analysts now frame LCI Industries around a slightly lower implied value of about $180 per share, down from roughly $185, as they balance reduced price targets with updated expectations for revenue growth, profit margins, and future P/E assumptions. Analyst Commentary Recent Street research around LCI Industries centers on price target adjustments and fresh coverage, with several bullish analysts highlighting potential upside drivers even as some targets move slightly lower.
    KDK
    US$6.98
    Kodiak AI
    7D
    -8.5%
    1Y
    -39.4%
    VGNT
    US$49.81
    Versigent
    7D
    12.9%
    1Y
    n/a