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Industry top-down

Auto Parts

Latest reported revenue & EPS across the covered companies in this industry, with year-over-year (YoY) change. From disclosed earnings — not investment advice.

28 companiesMedian revenue YoY: -2.2%EPS beat rate:

AI industry top-down

Overall, the automotive parts industry is experiencing slowing revenue growth and profitability pressure. Many companies reported year-over-year revenue declines and EPS drops, and the industry's median revenue growth rate turned negative. However, some companies, such as Mobileye and Dorman Products, demonstrated strong revenue growth and solid EPS gains, delivering differentiated performance. This suggests that divergent trends are being observed even within the industry, particularly in specific technology segments or the aftermarket.

  • Industry-wide slowdown or decrease in sales growth
  • Deterioration and pressure on profitability for many companies
  • Some companies achieving high sales growth rates
  • Relative strength of the aftermarket sector
Where companies diverge: Extreme divergence in revenue growth rates across companies · Divergent trends in profitability (EPS) metrics · Differentiated performance in technology and aftermarket segments

AI synthesis of disclosed results and analyst research across these companies — not investment advice.

Companies — latest quarter

CompanyPeriodRevenueRev YoYEPSEPS YoYSurprise
ORLYO REILLY AUTOMOTIVE INCFY2026 Q1$4.14B+4.0%$0.62-93.3%
AZOAUTOZONE INCFY2026 Q2$8.23B+2.3%$60.83-1.1%
BWABORGWARNER INCFY2026 Q1$3.52B-2.2%$0.72-20.0%
MODMODINE MANUFACTURING COFY2026 Q3$1.94B+7.3%$2.49-2.4%
AURAurora Innovation, Inc.FY2026 Q1$0$-0.12
APTVAptiv PLCFY2025 Q3$14.81B-2.2%$5.76-19.7%
GPCGENUINE PARTS COFY2026 Q1$5.87B+1.4%$1.40-21.3%
ALVAUTOLIV INCFY2026 Q1$2.58B-1.4%$2.14+40.8%
ALSNAllison Transmission Holdings IncFY2026 Q1$766M-2.9%$2.23+17.4%
MBLYMobileye Global Inc.FY2026 Q1$438M+83.3%$-0.13
LEALEAR CORPFY2026 Q1$5.56B-7.2%$1.49-21.6%
LKQLKQ CORPFY2025 Q3$10.6B+2.2%$2.01-29.0%
GTXGarrett Motion Inc.FY2026 Q1$878M-4.0%$0.30+7.1%
GNTXGENTEX CORPFY2026 Q1$576.77M-2.3%$0.42-10.6%
ATMUAtmus Filtration Technologies Inc.FY2026 Q1$416.5M-2.4%$0.540.0%
DANDANA IncFY2026 Q1$1.78B-34.9%$0.17
DORMDorman Products, Inc.FY2026 Q1$507.69M+8.3%$1.87+78.1%
AAPADVANCE AUTO PARTS INCFY2026 Q1$2.58B-6.8%$0.40-40.3%
PHINPHINIA INC.FY2026 Q1$796M-7.8%$0.63+1.6%
ADNTAdient plcFY2026 Q2$7.11B-4.1%$-3.98
GTGOODYEAR TIRE & RUBBER CO /OH/FY2026 Q1$4.25B-6.3%$0.40
DCHDauch CorpFY2026 Q1$1.41B-12.2%$0.06-64.7%
HYLNHyliion Holdings Corp.FY2026 Q1$489K$-0.10
PLOWDOUGLAS DYNAMICS, INCFY2026 Q1$115.07M+20.3%$0.00
FOXFFOX FACTORY HOLDING CORPFY2026 Q1$355.03M+6.5%$-6.23
CPSCooper-Standard Holdings Inc.FY2024 Q3$64.42M$-8.47
MVSTMicrovast Holdings, Inc.FY2026 Q1$116.49M+43.2%$0.05
MNROMONRO, INC.FY2026 Q3$900.34M-6.9%$0.52-50.5%

YoY = vs. the same quarter last year · Surprise = EPS actual vs. consensus. Latest reported quarter per company, from disclosed earnings filings. QoQ is omitted because quarterly filings don’t break out Q4 (US) and report cumulatively (KR).

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