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U.S. Auto Components Industry Analysis

UpdatedAug 12, 2025
DataAggregated Company Financials
Companies59
  • 7D1.8%
  • 3M7.1%
  • 1Y11.7%
  • YTD4.4%

In the last week, the Auto Components industry is up 1.8%, with Aptiv up 11%. Meanwhile, Goodyear Tire & Rubber actually underperformed within the industry, shrinking 18% in the last week. In the last 12 months, the industry was up 12%. Looking forward, 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
Wed, 13 Aug 2025US$99.9bUS$148.8b-US$51,279,943.9215.2x-1948x0.7x
Fri, 11 Jul 2025US$101.0bUS$148.3bUS$279.6m15x361.4x0.7x
Sun, 08 Jun 2025US$91.2bUS$148.3bUS$282.3m13.5x322.9x0.6x
Tue, 06 May 2025US$82.9bUS$149.0bUS$626.7m16.4x132.3x0.6x
Thu, 03 Apr 2025US$84.8bUS$149.4bUS$737.3m13.8x115x0.6x
Sat, 01 Mar 2025US$87.9bUS$149.3bUS$1.1b17.5x81x0.6x
Mon, 27 Jan 2025US$94.0bUS$150.3bUS$2.4b19x38.9x0.6x
Wed, 25 Dec 2024US$92.5bUS$150.3bUS$2.4b18x38.3x0.6x
Fri, 22 Nov 2024US$96.5bUS$159.3bUS$2.2b19.5x44.8x0.6x
Sun, 20 Oct 2024US$98.6bUS$162.2bUS$6.1b20.1x16.1x0.6x
Tue, 17 Sep 2024US$91.4bUS$153.0bUS$6.1b19.1x15.1x0.6x
Thu, 15 Aug 2024US$94.0bUS$153.0bUS$6.1b18.5x15.5x0.6x
Sat, 13 Jul 2024US$110.2bUS$153.6bUS$5.0b18.4x21.9x0.7x
Mon, 10 Jun 2024US$117.5bUS$153.6bUS$5.0b19.5x23.4x0.8x
Wed, 08 May 2024US$118.2bUS$153.7bUS$5.1b18.6x23.4x0.8x
Fri, 05 Apr 2024US$121.2bUS$153.8bUS$5.1b19.5x23.9x0.8x
Sun, 03 Mar 2024US$118.9bUS$155.6bUS$5.2b19.5x22.7x0.8x
Tue, 30 Jan 2024US$119.3bUS$156.8bUS$4.5b16.8x26.4x0.8x
Thu, 28 Dec 2023US$136.0bUS$156.2bUS$4.3b16.9x31.6x0.9x
Sat, 25 Nov 2023US$127.2bUS$156.2bUS$4.3b15.2x29.6x0.8x
Mon, 23 Oct 2023US$123.7bUS$154.9bUS$3.0b19.6x41.1x0.8x
Wed, 20 Sep 2023US$134.6bUS$154.6bUS$3.0b20.8x45.1x0.9x
Fri, 18 Aug 2023US$132.1bUS$154.6bUS$3.0b20.7x44.3x0.9x
Sun, 16 Jul 2023US$146.3bUS$152.7bUS$3.3b18.8x44.1x1x
Tue, 13 Jun 2023US$133.6bUS$149.4bUS$3.1b18.5x43.4x0.9x
Thu, 11 May 2023US$125.1bUS$147.5bUS$2.9b17.8x42.7x0.8x
Sat, 08 Apr 2023US$128.3bUS$145.5bUS$3.3b17.8x38.8x0.9x
Mon, 06 Mar 2023US$144.9bUS$145.7bUS$3.1b19.4x46.4x1x
Wed, 01 Feb 2023US$138.0bUS$145.5bUS$3.6b18.8x38.8x0.9x
Fri, 30 Dec 2022US$118.5bUS$145.4bUS$3.2b14.5x36.9x0.8x
Sun, 27 Nov 2022US$123.7bUS$144.9bUS$3.4b20x35.9x0.9x
Tue, 25 Oct 2022US$88.4bUS$137.7bUS$3.5b17.9x25.6x0.6x
Thu, 22 Sep 2022US$91.7bUS$137.2bUS$3.4b18.8x26.9x0.7x
Sat, 20 Aug 2022US$105.7bUS$137.2bUS$3.4b22.7x31x0.8x
Price to Earnings Ratio

31x


Total Market Cap: US$105.7bTotal 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 52.3x202320242025
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 0.74x.
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 Market0.73%
Consumer Discretionary2.54%
Auto Components1.83%
Auto Parts and Equipment2.36%
Tires and Rubber-16.05%
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 13.5% 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 35% 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 grow by 14% 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$71.7010.7%
+US$1.5b		5.5%PE15.4x
DORM Dorman ProductsUS$149.6812.3%
+US$502.3m		42.2%PE20.2x
BWA BorgWarnerUS$40.146.0%
+US$489.0m		25.9%PE39.5x
QS QuantumScapeUS$9.357.6%
+US$373.6m		62.3%PB5.2x
LEA LearUS$100.005.6%
+US$283.6m		-10.1%PE11.3x

Latest News

DORM
US$149.68
Dorman Products
7D
12.3%
1Y
42.2%
GT
US$8.25
Goodyear Tire & Rubber
7D
-18.1%
1Y
-0.4%
FOXF
US$28.63
Fox Factory Holding
7D
-3.3%
1Y
-28.7%
BWA
US$40.14
BorgWarner
7D
6.0%
1Y
25.9%
WRD
US$9.31
WeRide
7D
7.3%
1Y
n/a
APTV
US$71.70
Aptiv
7D
10.7%
1Y
5.5%
LEA
US$100.00
Lear
7D
5.6%
1Y
-10.1%
MBLY
US$13.95
Mobileye Global
7D
-0.9%
1Y
-6.0%

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GTX
US$12.56
Garrett Motion
7D
-1.3%
1Y
56.6%
GNTX
US$27.23
Gentex
7D
1.8%
1Y
-5.9%
QS
US$9.35
QuantumScape
7D
7.6%
1Y
62.3%
ALV
US$115.99
Autoliv
7D
3.2%
1Y
19.1%
HSAI
US$22.79
Hesai Group
7D
9.3%
1Y
450.5%

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MKDW
US$0.21
MKDWELL Tech
7D
-0.5%
1Y
-85.4%