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

U.S. Auto Components Industry Analysis

UpdatedNov 05, 2025
DataAggregated Company Financials
Companies59
  • 7D-3.4%
  • 3M9.3%
  • 1Y18.8%
  • YTD13.2%

Over the last 7 days, the Auto Components industry has dropped 1.5%, driven by Aptiv declining 5.0%. Meanwhile, LCI Industries actually outperformed within the industry, gaining 16% in the last week. In the past year, the industry has gained 25%. Earnings are forecast to grow by 38% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 05 Nov 2025US$111.3bUS$150.0b-US$215,608,818.5019.9x-516.1x0.7x
Fri, 03 Oct 2025US$114.9bUS$148.9bUS$37.6m18.8x3058.8x0.8x
Sun, 31 Aug 2025US$108.8bUS$148.9bUS$39.2m17.1x2777.5x0.7x
Tue, 29 Jul 2025US$102.8bUS$148.5bUS$344.5m15.9x298.5x0.7x
Thu, 26 Jun 2025US$94.2bUS$148.3bUS$279.7m13.5x336.8x0.6x
Sat, 24 May 2025US$90.3bUS$148.2bUS$269.5m13.5x335.1x0.6x
Mon, 21 Apr 2025US$74.6bUS$149.4bUS$778.8m13x95.8x0.5x
Wed, 19 Mar 2025US$89.7bUS$149.4bUS$736.3m15.7x121.9x0.6x
Fri, 14 Feb 2025US$89.0bUS$149.7bUS$1.0b17.5x85.9x0.6x
Sun, 12 Jan 2025US$88.0bUS$150.3bUS$2.4b17.9x36.5x0.6x
Tue, 10 Dec 2024US$94.0bUS$150.3bUS$2.4b19.7x38.7x0.6x
Thu, 07 Nov 2024US$94.8bUS$161.2bUS$2.0b18.9x47x0.6x
Sat, 05 Oct 2024US$93.7bUS$153.0bUS$6.1b18.4x15.4x0.6x
Mon, 02 Sep 2024US$98.6bUS$153.0bUS$6.1b18.9x16.2x0.6x
Wed, 31 Jul 2024US$104.0bUS$153.6bUS$5.1b19.5x20.2x0.7x
Fri, 28 Jun 2024US$107.5bUS$153.6bUS$5.0b17.9x21.4x0.7x
Sun, 26 May 2024US$115.0bUS$153.6bUS$5.0b19.6x22.9x0.7x
Tue, 23 Apr 2024US$112.1bUS$153.8bUS$5.1b17.8x21.9x0.7x
Thu, 21 Mar 2024US$118.8bUS$155.5bUS$5.2b20x22.8x0.8x
Sat, 17 Feb 2024US$118.6bUS$155.7bUS$4.8b18.6x24.5x0.8x
Mon, 15 Jan 2024US$117.5bUS$156.2bUS$4.4b16.3x26.8x0.8x
Wed, 13 Dec 2023US$124.5bUS$156.2bUS$4.3b15.4x28.9x0.8x
Fri, 10 Nov 2023US$115.3bUS$156.1bUS$4.3b13.8x26.9x0.7x
Sun, 08 Oct 2023US$133.0bUS$154.6bUS$3.0b20.5x44.6x0.9x
Tue, 05 Sep 2023US$137.1bUS$154.6bUS$3.0b21.5x46x0.9x
Thu, 03 Aug 2023US$143.4bUS$155.4bUS$3.4b18.4x42.1x0.9x
Sat, 01 Jul 2023US$137.4bUS$152.7bUS$3.3b17.5x41.1x0.9x
Mon, 29 May 2023US$132.5bUS$149.4bUS$3.1b17.4x43.1x0.9x
Wed, 26 Apr 2023US$132.6bUS$145.9bUS$3.3b17.7x40.2x0.9x
Fri, 24 Mar 2023US$132.9bUS$145.6bUS$3.2b17.9x41x0.9x
Sun, 19 Feb 2023US$148.4bUS$145.1bUS$3.4b18.4x43.9x1x
Tue, 17 Jan 2023US$125.9bUS$145.0bUS$3.4b16.9x36.7x0.9x
Thu, 15 Dec 2022US$121.7bUS$145.0bUS$3.4b15x35.5x0.8x
Sat, 12 Nov 2022US$102.7bUS$143.3bUS$3.1b21.1x32.6x0.7x
Price to Earnings Ratio

32.6x


Total Market Cap: US$102.7bTotal Earnings: US$3.1bTotal Revenue: US$143.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Components Industry Price to Earnings3Y Average 235.4x202320242025
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 at a PE ratio of 57.5x which is lower than its 3-year average PE of 235x.
  • The industry is trading close to its 3-year average PS ratio of 0.75x.
Past Earnings Growth
  • The earnings for companies in the Auto Components industry have declined 15% per year over the last three years.
  • 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-2.15%
Consumer Discretionary-0.60%
Auto Components-3.37%
Tires and Rubber4.96%
Auto Parts and Equipment-3.51%
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 38.9%, which is higher than its past year's earnings decline of 12.6% per year.
  • Investors are most pessimistic about the Tires and Rubber industry, which is trading below its 3-year average of 62.0x.
Forecasted Growth
  • Analysts are most optimistic on the Auto Parts and Equipment industry, expecting annual earnings growth of 39% over the next 5 years.
  • This is better than its past earnings decline of 13% per year.
  • In contrast, the Tires and Rubber industry is expected to see its earnings decline by 2.6% 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
LCII LCI IndustriesUS$106.8414.8%
+US$328.2m		-7.2%PE14.4x
ALV AutolivUS$119.712.0%
+US$176.2m		23.0%PE12.1x
GT Goodyear Tire & RubberUS$7.434.9%
+US$100.1m		-19.5%PS0.1x
LEA LearUS$106.663.4%
+US$43.2m		11.2%PE12.5x
SLDP Solid PowerUS$5.623.2%
+US$31.7m		367.9%PS44.9x

Latest News

GT
US$7.43
Goodyear Tire & Rubber
7D
4.9%
1Y
-19.5%
DORM
US$131.23
Dorman Products
7D
-5.4%
1Y
-4.7%
LEA
US$106.66
Lear
7D
3.4%
1Y
11.2%

LEA: Future Performance Will Reflect Shifting Auto Demand And Competitive Pressures

The analyst price target for Lear has increased by $1.67 to $117.58, as analysts point to improving risk and reward dynamics and the potential for stronger earnings growth in coming years. Analyst Commentary Recent research updates have highlighted a range of viewpoints on Lear's outlook, reflecting both optimism and caution among covering analysts.
LCII
US$106.84
LCI Industries
7D
14.8%
1Y
-7.2%
WRD
US$9.41
WeRide
7D
-19.8%
1Y
-39.6%
BWA
US$44.10
BorgWarner
7D
1.3%
1Y
29.6%

BWA: Expanding China Contracts And Sector Demand Will Drive Upside Momentum

BorgWarner's analyst price target has been increased from $47 to approximately $49.21 per share. Analysts cite ongoing confidence in industry demand, supportive sales trends, and recent upward revisions in sector outlooks as the reasons for this adjustment.
HSAI
US$22.42
Hesai Group
7D
-7.0%
1Y
382.7%

HSAI: Global Demand For ADAS Technology Will Drive Long-Term Upside

Hesai Group’s analyst price target has been raised modestly, reflecting a slight uptick from $30.36 to $30.43 as analysts cite strengthening LiDAR adoption trends and increased confidence in future growth prospects. Analyst Commentary Recent research from major financial institutions highlights both optimism and caution regarding Hesai Group’s future performance, with particular focus on LiDAR adoption, global market expansion, and forward-looking earnings projections.
CPS
US$28.08
Cooper-Standard Holdings
7D
-25.8%
1Y
83.6%
ADNT
US$23.99
Adient
7D
1.5%
1Y
21.7%

ADNT: Future Margin Expansion Will Drive Upside Amid China Growth Plans

Adient’s analyst fair value estimate increased modestly by $0.50 to $29.04 per share. Analysts anticipate gradual improvements in revenue growth and potential margin expansion, supported by sectors insights and recent coverage initiations.
APTV
US$80.85
Aptiv
7D
-6.7%
1Y
46.4%
PATK
US$104.92
Patrick Industries
7D
0.2%
1Y
32.8%
SLDP
US$5.62
Solid Power
7D
3.2%
1Y
367.9%

SLDP: Future Gains Will Be Constrained By Prolonged Overvaluation Risks

Analysts have slightly increased their price target for Solid Power from $4.00 to $4.00 per share. This reflects modest adjustments in discount rate and profit margin assumptions.
DAN
US$20.54
Dana
7D
2.5%
1Y
155.8%
MOD
US$146.14
Modine Manufacturing
7D
-9.8%
1Y
29.5%

New Data Center Expansion And Facility Growth Will Drive Steady Outlook

Analysts have raised their price target for Modine Manufacturing from $170 to $174. They cite slight improvements in profit margin forecasts and a modest adjustment to the discount rate as reasons for the change.
ALV
US$119.71
Autoliv
7D
2.0%
1Y
23.0%

New Mobility Trends and Reclined Seating Technology Will Unlock Potential

Narrative Update on Autoliv Analysts have increased their fair value estimate for Autoliv from $135.21 to $135.98, citing updated forecasts and adjusted assumptions in growth and profitability expectations. What's in the News Issued financial guidance for the full year 2025, expecting around 3% organic sales growth, approximately 1% FX effect on net sales, and an adjusted operating margin in the 10 to 10.5% range, with anticipated operating cash flow of $1.2 billion (Key Developments).
MBLY
US$12.45
Mobileye Global
7D
-7.2%
1Y
-18.3%

Shifting Market Dynamics Will Shape Single-Chip System Adoption Outlook

Mobileye Global's consensus analyst price target has edged down from $19.67 to $19.28, as analysts cite ongoing market caution, revised production estimates, and a more conservative outlook amid sector uncertainties. Analyst Commentary Recent Street research on Mobileye Global reflects a divided outlook, with some analysts raising expectations in select areas while others adopt a more conservative stance.