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U.S. Auto Components Industry Analysis

UpdatedApr 02, 2026
DataAggregated Company Financials
Companies59
  • 7D-2.1%
  • 3M-8.5%
  • 1Y9.5%
  • YTD-11.6%

Over the last 7 days, the Auto Components industry has dropped 2.1%, driven by a pullback from Aptiv of 12%. In contrast, Mobileye Global has gained 6.6%. This takes the industry's 12 month performance to a gain of 9.5%. 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
Thu, 02 Apr 2026US$89.4bUS$146.6b-US$961,205,142.9017.7x-93x0.6x
Sat, 28 Feb 2026US$102.2bUS$149.0b-US$1,325,888,968.8719.4x-77x0.7x
Mon, 26 Jan 2026US$103.8bUS$147.5b-US$890,266,843.3524.5x-116.6x0.7x
Wed, 24 Dec 2025US$100.2bUS$147.6b-US$844,258,110.3918.9x-118.7x0.7x
Fri, 21 Nov 2025US$101.8bUS$150.2b-US$761,652,168.6922x-133.6x0.7x
Sun, 19 Oct 2025US$110.2bUS$149.1bUS$74.9m17.8x1471.4x0.7x
Tue, 16 Sep 2025US$111.8bUS$148.9bUS$38.6m18x2895.1x0.8x
Thu, 14 Aug 2025US$104.2bUS$148.8bUS$30.1m16.9x3461.1x0.7x
Sat, 12 Jul 2025US$101.0bUS$148.3bUS$279.6m15x361.4x0.7x
Mon, 09 Jun 2025US$91.2bUS$148.3bUS$282.3m13.5x322.9x0.6x
Wed, 07 May 2025US$82.8bUS$148.7bUS$634.5m15.9x130.4x0.6x
Fri, 04 Apr 2025US$86.0bUS$149.4bUS$738.0m12.7x116.5x0.6x
Sun, 02 Mar 2025US$87.9bUS$149.3bUS$1.1b17.5x81.1x0.6x
Tue, 28 Jan 2025US$94.0bUS$150.3bUS$2.4b19.2x38.9x0.6x
Thu, 26 Dec 2024US$92.5bUS$150.3bUS$2.4b18x38.3x0.6x
Sat, 23 Nov 2024US$98.5bUS$159.2bUS$2.2b19.8x45.8x0.6x
Mon, 21 Oct 2024US$98.6bUS$162.2bUS$6.1b20.1x16.1x0.6x
Wed, 18 Sep 2024US$91.6bUS$153.0bUS$6.1b19.5x15.1x0.6x
Fri, 16 Aug 2024US$92.6bUS$153.0bUS$6.1b19.3x15.2x0.6x
Sun, 14 Jul 2024US$111.1bUS$153.6bUS$5.0b18.4x22.1x0.7x
Tue, 11 Jun 2024US$117.6bUS$153.6bUS$5.0b19.3x23.4x0.8x
Thu, 09 May 2024US$118.4bUS$153.7bUS$5.1b18.7x23.3x0.8x
Sat, 06 Apr 2024US$119.4bUS$153.8bUS$5.1b19.7x23.6x0.8x
Mon, 04 Mar 2024US$118.9bUS$155.6bUS$5.2b19.5x22.7x0.8x
Wed, 31 Jan 2024US$120.0bUS$156.8bUS$4.5b17x26.6x0.8x
Fri, 29 Dec 2023US$136.0bUS$156.2bUS$4.3b16.9x31.6x0.9x
Sun, 26 Nov 2023US$127.2bUS$156.2bUS$4.3b15.2x29.6x0.8x
Tue, 24 Oct 2023US$121.8bUS$154.9bUS$3.0b19.4x40.4x0.8x
Thu, 21 Sep 2023US$135.9bUS$154.6bUS$3.0b20.9x45.6x0.9x
Sat, 19 Aug 2023US$130.5bUS$154.6bUS$3.0b20.6x43.8x0.8x
Mon, 17 Jul 2023US$146.3bUS$152.7bUS$3.3b18.8x44.1x1x
Wed, 14 Jun 2023US$135.9bUS$149.4bUS$3.1b18.5x44.1x0.9x
Fri, 12 May 2023US$124.8bUS$147.5bUS$2.9b18x42.7x0.8x
Sun, 09 Apr 2023US$128.3bUS$145.5bUS$3.3b17.8x38.8x0.9x
Price to Earnings Ratio

38.8x


Total Market Cap: US$128.3bTotal Earnings: US$3.3bTotal Revenue: US$145.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Components Industry Price to Earnings3Y Average 211.9x202420252026
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 0.72x.
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 Market-0.32%
Consumer Discretionary-0.98%
Auto Components-2.15%
Tires and Rubber4.02%
Auto Parts and Equipment-2.27%
Industry PE
  • Investors are most optimistic about the Auto Parts and Equipment industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 30.2%, which is higher than its past year's earnings growth of 1.4% per year.
Forecasted Growth
  • Analysts are most optimistic on the Tires and Rubber industry, expecting annual earnings growth of 104% over the next 5 years.
  • In contrast, the Auto Parts and Equipment industry is expected to see its earnings grow by 30% 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
MBLY Mobileye GlobalUS$7.396.6%
+US$387.0m		-50.6%PS3.3x
ALV AutolivUS$107.101.9%
+US$149.0m		18.6%PE10.9x
VC VisteonUS$92.665.8%
+US$135.4m		17.4%PE12.4x
HSAI Hesai GroupUS$20.503.3%
+US$102.1m		19.0%PE50.8x
XPEL XPELUS$44.718.8%
+US$99.7m		47.5%PE24.1x

Latest News

DORM
US$105.22
Dorman Products
7D
-1.6%
1Y
-15.7%
APTV
US$62.09
Aptiv
7D
-12.4%
1Y
2.2%
MBLY
US$7.39
Mobileye Global
7D
6.6%
1Y
-50.6%

MBLY: Surround ADAS Wins And Monitoring Systems Will Support Future Upside

Analysts have trimmed the fair value estimate for Mobileye Global by about $0.16, reflecting a mix of recent price target cuts and downgrades, balanced by more constructive views on ADAS monetization, the Supervision pipeline, and the potential contribution from Mentee Robotics. Analyst Commentary Street research on Mobileye Global has turned more mixed, with a cluster of price target cuts and downgrades offset by a few more constructive views on longer term product and monetization opportunities.
WRD
US$7.89
WeRide
7D
4.8%
1Y
-42.5%
GNTX
US$21.63
Gentex
7D
-1.4%
1Y
-8.0%
HSAI
US$20.50
Hesai Group
7D
3.3%
1Y
19.0%

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SLDP
US$2.94
Solid Power
7D
-4.5%
1Y
180.0%

SLDP: Electrolyte Commercialization Progress Will Support Future Upside Potential

Analysts have reset their Solid Power price target to $7, reflecting updated assumptions on revenue growth, profitability, and long term P/E that align with recent research highlighting the company's differentiated solid-state battery electrolyte technology. Analyst Commentary Bullish Takeaways Bullish analysts point to the focus on commercializing solid-state electrolytes as a way to anchor a clear revenue story around a specific part of the battery supply chain, rather than trying to compete across the entire cell market.
DAN
US$34.33
Dana
7D
2.0%
1Y
151.0%
BWA
US$54.57
BorgWarner
7D
-2.8%
1Y
87.4%

BWA: AI Data Center Power Deals Will Reshape Long Term Outlook

Analysts have adjusted the fair value estimate for BorgWarner slightly to $68.20. This change reflects updated assumptions around the discount rate, revenue growth, profit margins, and future P/E, following a series of recent rating changes and price target revisions across the Street.
KDK
US$7.20
Kodiak AI
7D
-4.6%
1Y
-35.4%
ALV
US$107.10
Autoliv
7D
1.9%
1Y
18.6%

ALV: Share Repurchases And New Rider Safety Products Will Support Future Upside

Analysts have kept Autoliv's price target steady at $135.79, with only minor model tweaks to the discount rate, long term revenue growth, profit margin and future P/E assumptions. What's in the News Autoliv and RS Taichi are launching Autoliv's first fully developed wearable airbag vest for motorcycle riders, aimed at reducing critical injury risks and broadening Autoliv's presence beyond traditional light vehicle safety systems.
GT
US$6.71
Goodyear Tire & Rubber
7D
4.0%
1Y
-26.4%

GT: Q4 Beat And Early Q1 Execution Will Support Further Upside

Analysts have raised their price target on Goodyear Tire & Rubber by $2 to reflect better than expected Q4 results and a solid start to Q1, indicating improved confidence in the company’s execution. Analyst Commentary Bullish Takeaways Bullish analysts point to the Q4 beat as a sign that management is executing ahead of their prior expectations, which they see as supportive of a higher valuation multiple if this level of execution is sustained.
VC
US$92.66
Visteon
7D
5.8%
1Y
17.4%

VC: AI-Powered Cockpit And ADAS Platforms Will Drive Future Returns

Visteon's updated analyst price target has shifted from about $134 to roughly $116, as analysts factor in a lower fair value estimate, a slightly reduced discount rate, more moderate revenue growth assumptions, a small adjustment to projected profit margins, and a trimmed future P/E multiple. What's in the News Visteon is working with NVIDIA on an edge to cloud AI arbitration architecture for software defined vehicles.
XPEL
US$44.71
XPEL
7D
8.8%
1Y
47.5%

XPEL: Higher 2026 Revenue Outlook And Governance Shift Will Support Upside

Analysts have raised their price target on XPEL from $52.00 to about $55.33, citing updated views on fair value, revenue growth assumptions, profit margins and future P/E expectations. What's in the News XPEL issued earnings guidance for the first quarter of 2026, with the company expecting revenue of approximately US$112 million to US$114 million for the year (Key Developments).
ADNT
US$20.83
Adient
7D
-2.8%
1Y
62.5%

ADNT: Turnaround Efforts And European Exposure Will Shape Future Seat Margins

Analysts have kept Adient's fair value estimate steady at $22.00, while acknowledging a slightly higher discount rate and modest tweaks to growth, margin, and future P/E assumptions. This reflects a mix of renewed caution on European exposure and continued interest in the turnaround story highlighted by recent price target changes across the Street.
QS
US$6.21
QuantumScape
7D
-9.7%
1Y
51.5%

Solid State Battery Licensing Will Shape Future Earnings Power And Long Term Optionality

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