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U.S. Auto Components Industry Analysis

UpdatedMar 31, 2026
DataAggregated Company Financials
Companies59
  • 7D-5.4%
  • 3M-13.1%
  • 1Y7.8%
  • YTD-14.9%

In the last week, the Auto Components industry is down 5.4% with Mobileye Global down the most at 16%. In the past year, the industry has gained 7.8%. 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
Tue, 31 Mar 2026US$87.2bUS$146.6b-US$960,197,240.6217x-90.8x0.6x
Thu, 26 Feb 2026US$104.0bUS$148.9b-US$1,004,705,804.6520.1x-103.5x0.7x
Sat, 24 Jan 2026US$105.3bUS$147.5b-US$890,266,843.3524.5x-118.3x0.7x
Mon, 22 Dec 2025US$100.9bUS$147.6b-US$843,953,515.6519.6x-119.5x0.7x
Wed, 19 Nov 2025US$103.1bUS$150.2b-US$761,854,270.7422.4x-135.3x0.7x
Fri, 17 Oct 2025US$113.8bUS$148.9bUS$37.8m17.9x3009.1x0.8x
Sun, 14 Sep 2025US$111.8bUS$148.9bUS$38.9m17.8x2875.9x0.8x
Tue, 12 Aug 2025US$99.9bUS$148.8b-US$51,279,943.9215.2x-1948x0.7x
Thu, 10 Jul 2025US$101.6bUS$148.3bUS$279.9m15x363x0.7x
Sat, 07 Jun 2025US$90.0bUS$148.3bUS$282.3m13.5x318.7x0.6x
Mon, 05 May 2025US$83.0bUS$149.0bUS$626.7m16.4x132.4x0.6x
Wed, 02 Apr 2025US$84.1bUS$149.4bUS$737.5m13.7x114.1x0.6x
Fri, 28 Feb 2025US$89.4bUS$149.3bUS$1.1b17.5x81.3x0.6x
Sun, 26 Jan 2025US$94.0bUS$150.3bUS$2.4b19x38.9x0.6x
Tue, 24 Dec 2024US$90.3bUS$150.3bUS$2.4b17.8x37.4x0.6x
Thu, 21 Nov 2024US$96.4bUS$159.4bUS$2.2b19.1x44.8x0.6x
Sat, 19 Oct 2024US$97.6bUS$162.2bUS$6.1b19.2x15.9x0.6x
Mon, 16 Sep 2024US$91.4bUS$153.0bUS$6.1b18x15x0.6x
Wed, 14 Aug 2024US$91.8bUS$152.9bUS$6.1b18.9x15.1x0.6x
Fri, 12 Jul 2024US$106.4bUS$153.6bUS$5.0b18.1x21.2x0.7x
Sun, 09 Jun 2024US$117.5bUS$153.6bUS$5.0b19.5x23.4x0.8x
Tue, 07 May 2024US$119.3bUS$154.1bUS$5.0b18.9x23.9x0.8x
Thu, 04 Apr 2024US$121.9bUS$153.8bUS$5.1b19.8x24.1x0.8x
Sat, 02 Mar 2024US$117.4bUS$155.6bUS$5.2b19.5x22.5x0.8x
Mon, 29 Jan 2024US$119.3bUS$156.8bUS$4.5b16x26.4x0.8x
Wed, 27 Dec 2023US$134.4bUS$156.2bUS$4.3b17x31.2x0.9x
Fri, 24 Nov 2023US$124.6bUS$156.2bUS$4.3b15.2x28.9x0.8x
Sun, 22 Oct 2023US$123.7bUS$154.9bUS$3.0b19.6x41.1x0.8x
Tue, 19 Sep 2023US$133.9bUS$154.6bUS$3.0b20.9x44.9x0.9x
Thu, 17 Aug 2023US$132.1bUS$154.6bUS$3.0b20.7x44.3x0.9x
Sat, 15 Jul 2023US$146.3bUS$152.7bUS$3.3b18.8x44.1x1x
Mon, 12 Jun 2023US$133.5bUS$149.4bUS$3.1b18.2x43.4x0.9x
Wed, 10 May 2023US$124.2bUS$147.5bUS$2.9b17.8x42.4x0.8x
Fri, 07 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 212.1x202420252026
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-3.50%
Consumer Discretionary-4.34%
Auto Components-5.37%
Tires and Rubber-0.94%
Auto Parts and Equipment-5.46%
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 30.4%, 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
WRD WeRideUS$7.112.7%
+US$64.6m		-47.6%PS24.6x
GNTX GentexUS$21.400.9%
+US$43.1m		-8.2%PE12.2x
XPEL XPELUS$39.912.3%
+US$25.0m		35.8%PE21.5x
MKDW MKDWELL TechUS$6.35184.9%
+US$19.7m		-28.9%n/a
HLLY HolleyUS$2.982.4%
+US$8.4m		16.0%PE18.6x

Latest News

GNTX
US$21.40
Gentex
7D
0.9%
1Y
-8.2%
WRD
US$7.11
WeRide
7D
2.7%
1Y
-47.6%
PHIN
US$65.92
PHINIA
7D
0.2%
1Y
55.4%
HSAI
US$17.73
Hesai Group
7D
-24.8%
1Y
19.8%

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BWA
US$52.55
BorgWarner
7D
-2.9%
1Y
83.4%

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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$6.47
Kodiak AI
7D
-13.5%
1Y
-42.0%
PATK
US$105.70
Patrick Industries
7D
-5.3%
1Y
25.0%

PATK: Future Returns Will Reflect Expanding Powersports And Aftermarket Contributions

Analysts have lifted their average price target on Patrick Industries by multiple increments, including recent increases of $42, $30, $10 and $15, as well as a move to $126, citing earnings resilience, aftermarket growth through RecPro and a growing powersports contribution to revenue. Analyst Commentary Recent research has focused on how Patrick Industries is executing against earnings expectations, expanding into aftermarket channels through RecPro and increasing powersports exposure, as analysts adjust their valuation frameworks.
MKDW
US$6.35
MKDWELL Tech
7D
184.9%
1Y
-28.9%
ALV
US$100.97
Autoliv
7D
-3.2%
1Y
14.2%

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.
HLLY
US$2.98
Holley
7D
2.4%
1Y
16.0%
APTV
US$66.64
Aptiv
7D
-6.1%
1Y
12.0%
XPEL
US$39.91
XPEL
7D
2.3%
1Y
35.8%

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).
QS
US$5.96
QuantumScape
7D
-15.5%
1Y
43.3%

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

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MBLY
US$6.56
Mobileye Global
7D
-15.8%
1Y
-54.4%

MBLY: Surround ADAS Wins And ADAS Monetization Will Reshape Long Term Expectations

Analysts have trimmed their average price targets on Mobileye by a few dollars, reflecting lower P/E assumptions. At the same time, they highlight ongoing ADAS monetization, a growing Supervision and Surround ADAS pipeline, and mixed views on near term volume and competitive headwinds.
MPAA
US$10.86
Motorcar Parts of America
7D
0.3%
1Y
19.7%

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Feb 12
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REE
US$0.59
REE Automotive
7D
8.8%
1Y
-78.0%