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U.S. Auto Components Industry Analysis

UpdatedJun 26, 2026
DataAggregated Company Financials
Companies56
  • 7D-2.1%
  • 3M8.2%
  • 1Y2.3%
  • YTD-6.1%

The Auto Components industry is down 2.3% over the last week with QuantumScape the worst performer, down 11%. Meanwhile, Dorman Products actually outperformed within the industry, gaining 6.9% in the last week. This takes the industry's 12 month performance to a gain of 3.3%. Looking forward, 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
Fri, 26 Jun 2026US$92.8bUS$148.8b-US$4,164,535,514.9921.7x-22.3x0.6x
Sun, 24 May 2026US$96.0bUS$148.8b-US$4,174,865,197.1619.1x-23x0.6x
Tue, 21 Apr 2026US$94.9bUS$155.6b-US$457,713,204.8818.8x-207.4x0.6x
Thu, 19 Mar 2026US$90.4bUS$146.5b-US$961,049,019.1517x-94x0.6x
Sat, 14 Feb 2026US$108.1bUS$148.8b-US$836,244,612.6221.5x-129.3x0.7x
Mon, 12 Jan 2026US$107.5bUS$147.6b-US$833,940,608.8823.2x-128.9x0.7x
Wed, 10 Dec 2025US$98.5bUS$147.6b-US$843,399,171.0117.8x-116.8x0.7x
Fri, 07 Nov 2025US$112.4bUS$150.1b-US$284,808,760.6121.4x-394.7x0.7x
Sun, 05 Oct 2025US$117.4bUS$148.9bUS$37.6m18.9x3123.7x0.8x
Tue, 02 Sep 2025US$108.8bUS$148.9bUS$39.2m17.1x2777.7x0.7x
Thu, 31 Jul 2025US$99.5bUS$148.5bUS$345.3m15.5x288.1x0.7x
Sat, 28 Jun 2025US$97.1bUS$148.3bUS$279.5m13.9x347.5x0.7x
Mon, 26 May 2025US$89.1bUS$148.2bUS$269.5m13.5x330.5x0.6x
Wed, 23 Apr 2025US$74.0bUS$149.4bUS$779.4m13.1x94.9x0.5x
Fri, 21 Mar 2025US$89.1bUS$149.4bUS$737.3m15.8x120.9x0.6x
Sun, 16 Feb 2025US$91.9bUS$149.4bUS$1.4b18x65.2x0.6x
Tue, 14 Jan 2025US$88.0bUS$150.3bUS$2.4b17.9x36.5x0.6x
Thu, 12 Dec 2024US$95.1bUS$150.3bUS$2.4b19.8x39.2x0.6x
Sat, 09 Nov 2024US$98.0bUS$160.9bUS$2.1b18.2x47x0.6x
Mon, 07 Oct 2024US$95.5bUS$153.0bUS$6.1b18.4x15.7x0.6x
Wed, 04 Sep 2024US$98.6bUS$153.0bUS$6.1b17.9x16.2x0.6x
Fri, 02 Aug 2024US$106.2bUS$153.3bUS$5.5b19.3x19.3x0.7x
Sun, 30 Jun 2024US$108.0bUS$153.6bUS$5.0b18x21.5x0.7x
Tue, 28 May 2024US$115.0bUS$153.6bUS$5.0b19.6x22.9x0.7x
Thu, 25 Apr 2024US$114.1bUS$153.8bUS$5.1b18.4x22.3x0.7x
Sat, 23 Mar 2024US$124.0bUS$155.5bUS$5.2b19.8x23.8x0.8x
Mon, 19 Feb 2024US$117.2bUS$155.8bUS$4.8b18.6x24.4x0.8x
Wed, 17 Jan 2024US$117.5bUS$156.2bUS$4.4b16.4x26.8x0.8x
Fri, 15 Dec 2023US$128.5bUS$156.2bUS$4.3b16.5x29.8x0.8x
Sun, 12 Nov 2023US$115.2bUS$156.2bUS$4.3b14.2x26.9x0.7x
Tue, 10 Oct 2023US$131.0bUS$154.6bUS$3.0b20.4x43.9x0.8x
Thu, 07 Sep 2023US$134.3bUS$154.6bUS$3.0b21.3x45x0.9x
Sat, 05 Aug 2023US$141.8bUS$156.6bUS$3.3b17.2x42.8x0.9x
Mon, 03 Jul 2023US$137.3bUS$152.7bUS$3.3b17.5x41.4x0.9x
Price to Earnings Ratio

41.4x


Total Market Cap: US$137.3bTotal Earnings: US$3.3bTotal Revenue: US$152.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Auto Components Industry Price to Earnings3Y Average 203.6x202420252026
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 0.70x.
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 Market-2.68%
Consumer Discretionary-4.53%
Auto Components-2.07%
Tires and Rubber4.03%
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
    		DORM Dorman ProductsUS$134.376.9%
    +US$260.3m    		8.8%PE21.1x
    		ALV AutolivUS$120.812.2%
    +US$192.4m    		8.7%PE12.8x
    		PATK Patrick IndustriesUS$92.686.1%
    +US$174.7m    		1.4%PE22.4x
    		PHIN PHINIAUS$85.015.2%
    +US$156.6m    		90.8%PE22.3x
    		GTX Garrett MotionUS$35.012.0%
    +US$129.2m    		240.2%PE19.1x

    Latest News

    GT
    US$6.44
    Goodyear Tire & Rubber
    7D
    4.0%
    1Y
    -38.8%
    PHIN
    US$85.01
    PHINIA
    7D
    5.2%
    1Y
    90.8%
    BWA
    US$69.47
    BorgWarner
    7D
    -3.3%
    1Y
    106.8%
    MBLY
    US$7.86
    Mobileye Global
    7D
    -7.1%
    1Y
    -57.4%
    QS
    US$7.13
    QuantumScape
    7D
    -11.3%
    1Y
    -6.8%
    APTV
    US$61.97
    Aptiv
    7D
    -2.7%
    1Y
    -8.8%
    WRD
    US$5.42
    WeRide
    7D
    -14.6%
    1Y
    -34.3%
    LCII
    US$95.85
    LCI Industries
    7D
    4.3%
    1Y
    5.9%
    Narrative Update • Jun 23

    LCII: Higher Fair Value Will Face Pressure From RV Demand Uncertainty

    Analysts have revised the fair value estimate for LCI Industries to $125 from $105, reflecting updated views that factor in higher discount rates, more cautious revenue growth assumptions, slightly firmer profit margins, and a higher future P/E multiple in light of recent price target changes across the Street. Analyst Commentary Recent Street commentary on LCI Industries highlights a more cautious tone, with several bearish analysts adjusting price targets and assumptions around the core recreational vehicle market.
    XPEL
    US$47.90
    XPEL
    7D
    5.4%
    1Y
    33.7%
    Narrative Update • Jun 23

    XPEL: Manufacturing Investments And China Expansion Will Shape Balanced Future Outlook

    Analysts maintained their XPEL fair value estimate at $45.00, citing a slightly lower discount rate and modestly higher revenue growth and profit margin assumptions as the basis for the updated price target rationale following a recent downgrade in Street research. What’s in the News for XPEL XPEL outlined approximately US$110 million of planned manufacturing and supply chain investments, including real estate, capital expenditures, and a manufacturing facility acquisition in China.
    DORM
    US$134.37
    Dorman Products
    7D
    6.9%
    1Y
    8.8%
    Analysis Article • Jun 21

    Dorman Products (DORM) Stock Could Be 17.5% Undervalued After Its $450 Million Debt Rework

    Why Dorman Products’ New Debt Moves Matter for Shareholders Dorman Products (DORM) has just reshaped its balance sheet, issuing US$450 million in senior notes and refinancing its revolving credit facility to US$800 million. These steps extend debt maturities and adjust its funding mix. For investors, this kind of refinancing can influence interest expense, liquidity and financial flexibility. All of these factors can affect how the stock might be viewed against its recent share price...
    GTX
    US$35.01
    Garrett Motion
    7D
    2.0%
    1Y
    240.2%
    Analysis Article • Jun 21

    Garrett Motion (GTX) Stock Could Be 3.8% Undervalued After Its Strong Run

    Garrett Motion Stock Performance Snapshot Garrett Motion (GTX) has attracted attention after recent trading, with the stock closing at $34.32 and showing double digit total returns over the past year and past 3 months. For investors tracking performance, the company reports annual revenue of $3,691.0 and net income of $343.0, with both revenue and net income growth reported on an annual basis. See our latest analysis for Garrett Motion. Garrett Motion's recent 1-day and 7-day share price...
    HSAI
    US$15.02
    Hesai Group
    7D
    -11.1%
    1Y
    -35.0%
    Narrative Update • Jun 17

    HSAI: New European Lidar Wins Will Drive Future Stock Repricing

    Hesai Group's updated analyst price target reflects a modest adjustment, as analysts incorporate slightly more conservative revenue and profit forecasts, along with lower valuation multiples in light of softer expected EV sector shipments. Analyst Commentary Recent Street research on Hesai Group highlights a mix of optimism about the company’s long term positioning and caution around near term execution and valuation, particularly in light of softer expected EV shipment trends.
    PATK
    US$92.68
    Patrick Industries
    7D
    6.1%
    1Y
    1.4%
    Narrative Update • Jun 16

    PATK: Future Stock Returns Will Reflect Potential LCI Combination Execution

    Patrick Industries' analyst price target has been reduced following a series of recent cuts from firms such as Roth Capital, BofA, Baird, KeyBanc, and BMO Capital, as analysts reassess their outlook and valuation assumptions for the stock. Analyst Commentary Recent research on Patrick Industries reflects a more cautious stance on the stock, with several firms cutting their price targets in quick succession.
    KDK
    US$5.14
    Kodiak AI
    7D
    -14.8%
    1Y
    -54.5%
    ALV
    US$120.81
    Autoliv
    7D
    2.2%
    1Y
    8.7%
    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.
    VGNT
    US$42.31
    Versigent
    7D
    -7.8%
    1Y
    n/a