Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Auto Components Industry Analysis

UpdatedJun 16, 2026
DataAggregated Company Financials
Companies53
  • 7D-1.9%
  • 3M10.2%
  • 1Y14.8%
  • YTD-1.4%

Over the last 7 days, the Auto Components industry has dropped 1.9%, driven by a pullback from Dana of 20%. On the other hand Garrett Motion is actually up 5.8%. In the past year, the industry has gained 15%. Earnings are forecast to grow by 33% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 16 Jun 2026US$99.4bUS$148.8b-US$4,165,441,991.9820.3x-23.9x0.7x
Thu, 14 May 2026US$94.2bUS$148.7b-US$4,217,363,104.3519.7x-22.3x0.6x
Sat, 11 Apr 2026US$92.1bUS$155.4b-US$431,652,295.9016.2x-213.4x0.6x
Mon, 09 Mar 2026US$93.6bUS$146.6b-US$1,415,699,120.6518.1x-66.1x0.6x
Wed, 04 Feb 2026US$100.3bUS$148.1b-US$1,027,329,259.8124.3x-97.7x0.7x
Fri, 02 Jan 2026US$98.8bUS$147.6b-US$833,404,951.7819x-118.6x0.7x
Sun, 30 Nov 2025US$107.3bUS$150.3b-US$656,902,963.6721.3x-163.3x0.7x
Tue, 28 Oct 2025US$114.1bUS$149.1bUS$2.7b18.5x42.2x0.8x
Thu, 25 Sep 2025US$115.5bUS$148.9bUS$39.2m18.3x2943.4x0.8x
Sat, 23 Aug 2025US$104.9bUS$148.9bUS$40.8m17.1x2574.2x0.7x
Mon, 21 Jul 2025US$101.5bUS$148.4bUS$307.8m14.5x329.6x0.7x
Wed, 18 Jun 2025US$92.1bUS$148.3bUS$280.1m13.4x328.8x0.6x
Fri, 16 May 2025US$92.8bUS$148.2bUS$236.2m13.8x393x0.6x
Sun, 13 Apr 2025US$74.4bUS$149.4bUS$738.1m12.1x100.8x0.5x
Tue, 11 Mar 2025US$87.5bUS$149.3bUS$1.1b16.5x80.7x0.6x
Thu, 06 Feb 2025US$88.9bUS$149.9bUS$2.2b17.3x39.5x0.6x
Sat, 04 Jan 2025US$92.8bUS$150.3bUS$2.4b18.1x38.5x0.6x
Mon, 02 Dec 2024US$94.5bUS$150.3bUS$2.4b19.4x38.9x0.6x
Wed, 30 Oct 2024US$101.5bUS$162.0bUS$5.8b19.6x17.5x0.6x
Fri, 27 Sep 2024US$94.9bUS$153.0bUS$6.1b18.6x15.6x0.6x
Sun, 25 Aug 2024US$98.8bUS$153.0bUS$6.1b19.8x16.3x0.6x
Tue, 23 Jul 2024US$107.6bUS$153.6bUS$5.1b19.2x21x0.7x
Thu, 20 Jun 2024US$107.4bUS$153.6bUS$5.0b18.2x21.4x0.7x
Sat, 18 May 2024US$119.0bUS$153.7bUS$5.1b19.1x23.4x0.8x
Mon, 15 Apr 2024US$116.3bUS$153.8bUS$5.1b18.8x23x0.8x
Wed, 13 Mar 2024US$118.5bUS$155.5bUS$5.2b18.6x22.7x0.8x
Fri, 09 Feb 2024US$116.1bUS$154.3bUS$4.9b16.6x23.7x0.8x
Sun, 07 Jan 2024US$120.1bUS$156.2bUS$4.4b16.6x27.4x0.8x
Tue, 05 Dec 2023US$125.3bUS$156.2bUS$4.3b15.6x29x0.8x
Thu, 02 Nov 2023US$118.8bUS$155.5bUS$3.2b18x37.1x0.8x
Sat, 30 Sep 2023US$135.0bUS$154.6bUS$3.0b20.9x45.2x0.9x
Mon, 28 Aug 2023US$130.4bUS$154.6bUS$3.0b20.7x43.7x0.8x
Wed, 26 Jul 2023US$145.4bUS$153.3bUS$3.3b20.3x44.2x0.9x
Fri, 23 Jun 2023US$131.3bUS$149.4bUS$3.1b17.4x42.7x0.9x
Price to Earnings Ratio

42.7x


Total Market Cap: US$131.3bTotal 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 204.2x202420252026
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 0.70x.
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 Market2.20%
Consumer Discretionary1.88%
Auto Components-1.93%
Tires and Rubber13.54%
Auto Parts and Equipment-2.18%
Industry PE
    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 11% per year.
    • In contrast, the Auto Parts and Equipment industry is expected to see its earnings grow by 33% 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
    		GTX Garrett MotionUS$34.135.8%
    +US$351.9m    		229.1%PE18.6x
    		GNTX GentexUS$26.045.4%
    +US$283.2m    		18.0%PE14.5x
    		GT Goodyear Tire & RubberUS$6.5913.6%
    +US$226.3m    		-38.3%PS0.1x
    		PHIN PHINIAUS$83.653.9%
    +US$117.4m    		95.4%PE22x
    		DCH DauchUS$6.503.5%
    +US$52.2m    		50.5%PS0.2x

    Latest News

    QS
    US$7.23
    QuantumScape
    7D
    -5.6%
    1Y
    61.4%
    DAN
    US$29.48
    Dana
    7D
    -19.6%
    1Y
    67.4%
    DCH
    US$6.50
    Dauch
    7D
    3.5%
    1Y
    50.5%
    APTV
    US$66.62
    Aptiv
    7D
    -3.9%
    1Y
    -3.7%
    BWA
    US$73.52
    BorgWarner
    7D
    -3.1%
    1Y
    120.4%
    Narrative Update • Jun 11

    BWA: Non Auto Power Expansion And E Powertrain Progress Will Shape Balanced Outlook

    Analysts have lifted BorgWarner's assessed fair value to $74.80 from $68.53, citing higher assumed revenue growth, an improved profit margin outlook, and a lower future P/E multiple. This revision is supported by recent price target increases from several research firms focused on the company's non auto opportunities and its positioning across key auto supply segments.
    GTX
    US$34.13
    Garrett Motion
    7D
    5.8%
    1Y
    229.1%
    Seeking Alpha • Jun 11

    Garrett Motion Inc: A Turbo-Charged Cash Flow Engine That Outran Its Valuation

    Summary Garrett Motion has roughly tripled over the past year to about $32, and at 10.7x forward EV/EBITDA it now trades at the top of its peer group. The business is high quality: Q1 net sales rose 12% to $985 million at a 19.9% gross margin, and 2025 generated $403 million of adjusted free cash flow. Despite operational excellence and aggressive buybacks, GTX faces long-term risks from combustion engine decline and currently offers little discount versus peers. We rate GTX a HOLD, awaiting either a pullback or clear evidence that industrial and electric pivots are materially scaling. Read the full article on Seeking Alpha
    ADNT
    US$22.84
    Adient
    7D
    2.3%
    1Y
    19.3%
    Narrative Update • Jun 11

    ADNT: China Wins And Mixed Margin Expectations Will Shape Fairly Valued Outlook

    Adient's updated analyst price target holds at $22.00, with recent research highlighting a mix of modest target increases and trims across banks as analysts reassess assumptions around growth, margins, and future P/E multiples. Analyst Commentary Recent research on Adient reflects a split view, with some firms lifting targets or upgrading the stock while others trim expectations.
    VC
    US$116.89
    Visteon
    7D
    -2.9%
    1Y
    26.2%
    Narrative Update • Jun 11

    VC: AI Ambitions Will Challenge Premium Pricing As Profitability Expectations Tighten

    Analysts lifted their fair value estimate for Visteon from $102.00 to $105.00, pointing to updated assumptions around revenue growth, profit margin, discount rate, and future P/E as key drivers of the new target. What's in the News Visteon reported that its 12.3-inch Narrow Border Driver Display is featured in the recently launched Lexus ES, with production carried out in Thailand.
    ALV
    US$125.79
    Autoliv
    7D
    -1.9%
    1Y
    13.0%
    Narrative Update • Jun 06

    ALV: Q1 Execution And New Safety Center Support Balanced Future Prospects

    Autoliv's updated analyst price target of $132.18 is broadly in line with the prior estimate, with analysts pointing to small refinements in the discount rate, revenue growth outlook, profit margin assumptions and future P/E expectations rather than a major shift in the investment case. What's in the News Autoliv reported Q1 revenue growth of 6.8% year over year, beating analyst expectations by 4.8%, and the stock rose 3.8% on the results, according to recent earnings coverage.
    XPEL
    US$45.50
    XPEL
    7D
    1.4%
    1Y
    21.1%
    Narrative Update • Jun 05

    XPEL: Global Expansion And Manufacturing Investments Will Shape Balanced Future Prospects

    The analyst fair value estimate for XPEL has moved from $55.00 to $45.00, with analysts citing updated views on growth, margins, and appropriate P/E levels following recent research such as the downgrade at Freedom Broker. What's in the News XPEL is highlighted in "XPEL’s ‘Invisible Product’ Drives Profits in the Automotive Aftermarket," focusing on its position in paint protection film, expansion of aftermarket and OEM sales, and recent acquisitions of distributors in China and South America.
    GT
    US$6.59
    Goodyear Tire & Rubber
    7D
    13.6%
    1Y
    -38.3%
    PATK
    US$86.20
    Patrick Industries
    7D
    1.3%
    1Y
    -4.3%
    Seeking Alpha • Jun 04

    Patrick Industries: Shares Are Cheaper, But Caution Is Warranted

    Summary Patrick Industries now appears slightly undervalued after a 35% stock decline, but I maintain a 'hold' rating due to macroeconomic risks. Recent revenue fell to $997.2M, driven by weakness in RV and Manufactured Housing segments, despite resilient profitability and strong cash flow after adjustments. PATK’s long-term growth prospects remain compelling, supported by acquisition-driven expansion and large addressable markets across RV, marine, housing, and powersports. I would upgrade to 'buy' if economic conditions improve, as the current valuation offers potential upside in a healthier macro environment. Read the full article on Seeking Alpha
    PHIN
    US$83.65
    PHINIA
    7D
    3.9%
    1Y
    95.4%
    Narrative Update • Jun 03

    PHIN: Future Upside Will Hinge On Hydrogen Rollout And Ongoing Buybacks

    Analysts have nudged their fair value estimate for PHINIA from $87.50 to $88.75, citing updated assumptions for revenue growth, profit margins, discount rates, and future P/E following recent positive Street research. Analyst Commentary Bullish Takeaways Bullish analysts see recent Street research as support for a slightly higher fair value, which aligns with the move from US$87.50 to US$88.75 and points to more confidence in PHINIA's ability to execute on its current plan.
    MBLY
    US$9.53
    Mobileye Global
    7D
    -1.7%
    1Y
    -38.2%
    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.
    GNTX
    US$26.04
    Gentex
    7D
    5.4%
    1Y
    18.0%
    VGNT
    US$46.94
    Versigent
    7D
    -4.3%
    1Y
    n/a