20-quarter listed-company comparison

Auto Parts Stocks

Auto Parts: Magna International Inc. owns the largest revenue base; Modine Manufacturing Company has the fastest current growth.

The industry itself · before any single company

How has Auto Parts moved against S&P 500?

The line below covers 5.2 years. Over the most recent two of them this industry is 14% ahead of S&P 500. Earnings across its companies fell 8% on average over the last four reported quarters.

FADING · −2 in 4w~Moving with the index11 of 43 companies ahead of S&P 500 by 5% or more over three months

RS — · 22/43 >200d (+2) · 11/43 lead (−2) · EPS 25/43↑

Auto Parts, equal-weighted, based at 200 S&P 500, same base, same start trailing 12-month earnings per share rising falling

Strength anatomy NarrowHow much of the industry is participating, how recently, and whether the movers score well.

Together11 of 43 stocks moving

Fresh3 crossed in the last 4 weeks

Backed by scoresmovers score +8 vs the industry average

Down the cap ladder — bar is now, tick is four weeks ago

Large 3/90

Mid 3/15−1

Small 5/19−1

Participation is not spreading downward this month; the larger companies are still carrying most of it.

Both lines start at 200 in the same week, so the distance between them is the whole story: the industry line is an equal-weighted index of its 43 companies. The bars underneath are trailing 12-month earnings per share, one bar per reported quarter, each member rebased to 100 at the start and the industry taking the median — so a price line pulling away from flat bars is a re-rating, not earnings. A bar turns red when that figure is lower than the quarter before. Rules are fixed and applied identically everywhere on this site: ahead by 5% or more over three months, or behind by 20% or more over a year while earnings grew 20% or more. Hover any point to read both values and the gap. This is a description of what the numbers did, not advice.

Sector relative strength · before individual stocks

Is Auto Parts outperforming S&P 500?

Auto Parts has outperformed S&P 500 by 6% over the last 52 weeks. Over 13 weeks the gap is a shortfall of 0.6%. 12 of 28 covered companies currently beat the S&P 500 on Mansfield relative strength, so leadership inside the sector is selective. Garrett Motion Inc. is the strongest against the sector itself at +36.2%.

-0.6%Sector vs S&P 500 · 13 weeks

+6.0%Sector vs S&P 500 · 52 weeks

12/28Stocks leading S&P 500

12/28Stocks leading sector

Sector metric: — as of latest available · unclassified · direction unavailable.

The central tension: the companies with the most scale are not necessarily the companies creating the most change.

Start with scale. Then earnings trajectory. Then business quality. Only after those three agree should price leadership carry much weight.

Bottom line

Auto Parts has outperformed S&P 500 by 6% over 52 weeks and 0.6% over 13 weeks. 12 of 28 covered companies beat the S&P 500 on Mansfield relative strength, while 12 of 28 beat the sector itself. Magna International Inc. leads with revenue of $42,322 million, based on 20 of 29 comparable companies through Mar 2026.

Is the Auto Parts sector outperforming S&P 500?

Auto Parts has outperformed S&P 500 by 6% over 52 weeks and 0.6% over 13 weeks. 12 of 28 covered companies beat the S&P 500 on Mansfield relative strength, while 12 of 28 beat the sector itself.

Which Auto Parts company is largest by revenue?

Magna International Inc. leads with revenue of $42,322 million, based on 20 of 29 comparable companies through Mar 2026.

Which Auto Parts company is growing fastest?

Modine Manufacturing Company has the fastest current revenue growth at 23.1%, across 18 of 29 comparable companies.

Which Auto Parts company has the strongest 4-Factor Sector Score?

Garrett Motion Inc. ranks first at 73.4/100 with 76.3% evidence confidence. The score prioritizes research; it is not a buy recommendation.

Which Auto Parts company reports the most CAPEX?

AutoZone, Inc. reports the largest latest CAPEX at $346 million, with 29 of 29 companies comparable.

Which Auto Parts company has the least gross debt?

Gentex Corporation has the lowest comparable gross debt at $0 million. AutoZone, Inc. has the highest at $12,631 million.

Which Auto Parts company has the lowest comparable PEG?

Garrett Motion Inc. has the lowest comparable Guarded PEG at 0.33, among 13 of 29 companies that pass the metric’s comparability rules.

How much history does this Auto Parts comparison include?

The page compares up to 20 reported quarters per company for fundamentals, CAPEX, debt and valuation, ending Jun 2026. Missing observations remain blank rather than being estimated.

How is the 4-Factor Sector Score calculated?

The four visible contributions add directly: growth and earnings up to 35 points, capital efficiency up to 25, valuation up to 20, and relative strength up to 20. Missing or stale evidence moves only the affected contribution toward neutral.

Companies

complete canonical membership

Combined market value

$299.2B

O'Reilly Automotive, Inc.

Revenue growing

17/18

positive TTM year-on-year growth

Beating S&P 500

12/28

positive Mansfield relative strength

Global company selection

00 · research priority, made explicit

4-Factor Sector Score

An additive sector-relative research score. The four displayed point contributions always equal the total: Growth & earnings (35), Capital efficiency (25), Valuation (20), and Relative strength (20). Missing or stale evidence is absorbed inside the affected factor, never applied as a hidden adjustment.

Growth & earnings · 35%Capital efficiency · 25%Valuation · 20%Relative strength · 20%

Garrett Motion Inc. has the strongest current balance of earnings trajectory, business quality, valuation and price confirmation, with 76.3% evidence confidence.

Magna International Inc. looks inexpensive relative to peers or its own history, but its earnings trajectory has not yet earned the valuation signal.

Magna International Inc. has stronger price confirmation than earnings confirmation; that is a research prompt, not permission to chase.

Missing observations are not scored as bad. Their missing weight lowers confidence and pulls the final score toward neutral. PEG is guarded: positive earnings, positive 5–60% three-year EPS growth, and a positive P/E are required.

1. Garrett Motion Inc. · GTX

73.4/100 · Favorable setup · 76% evidence

Exact sum: 25.8 + 16.8 + 16.3 + 14.5 = 73.4

Decision use: Confirmed research leader: earnings, capital efficiency and relative strength agree. Move to management, catalyst and risk diligence.

25.8/35Growth & earnings

Revenue 7.4% · PAT 23.4% · OPM change 1 pp

83% evidence

16.8/25Capital efficiency

ROCE 13.9% · debt/equity —

57% evidence

16.3/20Valuation

P/E 10.6× · PEG 0.33

65% evidence

14.5/20Relative strength

RS sector 36.2% · RS bench 36.5% · 1Y 132.1%

100% evidence

2. Douglas Dynamics, Inc. · PLOW

60.5/100 · Mixed-positive evidence · 69% evidence

Exact sum: 24 + 9.2 + 12.7 + 14.6 = 60.5

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

24.0/35Growth & earnings

Revenue 15.5% · PAT -17.2% · OPM change 4.4 pp

62% evidence

9.2/25Capital efficiency

ROCE 1.9% · debt/equity 0.84×

80% evidence

12.7/20Valuation

P/E 19× · PEG 1.04

65% evidence

14.6/20Relative strength

RS sector 8.6% · RS bench 8.7% · 1Y 61.7%

70% evidence

3. BorgWarner Inc. · BWA

59.3/100 · Mixed-positive evidence · 82% evidence

Exact sum: 21.9 + 12.6 + 10.6 + 14.2 = 59.3

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

21.9/35Growth & earnings

Revenue 2.3% · PAT 20.1% · OPM change 2.8 pp

83% evidence

12.6/25Capital efficiency

ROCE 3.2% · debt/equity 0.69×

80% evidence

10.6/20Valuation

P/E 32.1× · PEG 1.19

65% evidence

14.2/20Relative strength

RS sector 12.6% · RS bench 12.8% · 1Y 68.5%

100% evidence

4. Lear Corporation · LEA

59.0/100 · Thin evidence · provisional · 59% evidence

Exact sum: 18.1 + 11.7 + 11.1 + 18.1 = 59

Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.

18.1/35Growth & earnings

Revenue — · PAT — · OPM change 0.3 pp

45% evidence

11.7/25Capital efficiency

ROCE 2.8% · debt/equity 0.52×

80% evidence

11.1/20Valuation

P/E 11.9× · PEG —

15% evidence

18.1/20Relative strength

RS sector 14.7% · RS bench 14.9% · 1Y 59.8%

100% evidence

5. PHINIA Inc. · PHIN

58.3/100 · Mixed-positive evidence · 72% evidence

Exact sum: 21.9 + 11.6 + 9.9 + 14.9 = 58.3

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

21.9/35Growth & earnings

Revenue 6.9% · PAT 85.5% · OPM change 0.1 pp

83% evidence

11.6/25Capital efficiency

ROCE 2.5% · debt/equity 0.64×

80% evidence

9.9/20Valuation

P/E 19.1× · PEG —

15% evidence

14.9/20Relative strength

RS sector 12.8% · RS bench 12.9% · 1Y 62.6%

100% evidence

6. Magna International Inc. · MGA

57.4/100 · Mixed-positive evidence · 82% evidence

Exact sum: 14.4 + 10.6 + 14.3 + 18.1 = 57.4

Decision use: Price leads the evidence: RS versus the benchmark is 16.4%, but earnings trajectory is weak. Wait for revenue and profit confirmation.

14.4/35Growth & earnings

Revenue 0.9% · PAT -40.4% · OPM change 1.2 pp

83% evidence

10.6/25Capital efficiency

ROCE 2.3% · debt/equity 0.55×

80% evidence

14.3/20Valuation

P/E 23.4× · PEG 0.38

65% evidence

18.1/20Relative strength

RS sector 16.3% · RS bench 16.4% · 1Y 67%

100% evidence

7. Gentex Corporation · GNTX

54.6/100 · Thin evidence · provisional · 59% evidence

Exact sum: 18.5 + 17.6 + 10.8 + 7.7 = 54.6

Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.

18.5/35Growth & earnings

Revenue — · PAT — · OPM change -1.3 pp

45% evidence

17.6/25Capital efficiency

ROCE 5.6% · debt/equity 0×

80% evidence

10.8/20Valuation

P/E 13.4× · PEG —

15% evidence

7.7/20Relative strength

RS sector -8.4% · RS bench -8.2% · 1Y -8.5%

100% evidence

8. XPEL, Inc. · XPEL

51.5/100 · Mixed-positive evidence · 76% evidence

Exact sum: 20.6 + 16 + 8.2 + 6.7 = 51.5

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

20.6/35Growth & earnings

Revenue 12.4% · PAT 12.5% · OPM change 0.4 pp

83% evidence

16.0/25Capital efficiency

ROCE 4.6% · debt/equity 0.07×

80% evidence

8.2/20Valuation

P/E 23.2× · PEG 1.98

65% evidence

6.7/20Relative strength

RS sector -5.9% · RS bench -5.7% · 1Y 39.5%

70% evidence

9. Atmus Filtration Technologies Inc. · ATMU

51.1/100 · Mixed-positive evidence · 82% evidence

Exact sum: 19.8 + 12.4 + 10.2 + 8.7 = 51.1

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

19.8/35Growth & earnings

Revenue 10% · PAT 14.1% · OPM change 1 pp

83% evidence

12.4/25Capital efficiency

ROCE 5.8% · debt/equity 2.47×

80% evidence

10.2/20Valuation

P/E 22.3× · PEG 1.45

65% evidence

8.7/20Relative strength

RS sector -2.7% · RS bench -2.6% · 1Y 45.5%

100% evidence

10. Advance Auto Parts, Inc. · AAP

49.9/100 · Thin evidence · provisional · 59% evidence

Exact sum: 23.1 + 5.8 + 8.7 + 12.3 = 49.9

Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.

23.1/35Growth & earnings

Revenue — · PAT — · OPM change 7.7 pp

45% evidence

5.8/25Capital efficiency

ROCE 1% · debt/equity 2.36×

80% evidence

8.7/20Valuation

P/E 80.8× · PEG —

15% evidence

12.3/20Relative strength

RS sector 1.4% · RS bench 1.5% · 1Y 11.4%

100% evidence

11. Gentherm Incorporated · THRM

49.7/100 · Thin evidence · provisional · 59% evidence

Exact sum: 12.6 + 9.1 + 9 + 19 = 49.7

Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.

12.6/35Growth & earnings

Revenue — · PAT — · OPM change -1.9 pp

45% evidence

9.1/25Capital efficiency

ROCE 1% · debt/equity 0.45×

80% evidence

9.0/20Valuation

P/E 39.2× · PEG —

15% evidence

19.0/20Relative strength

RS sector 13.7% · RS bench 14.1% · 1Y 32.3%

100% evidence

12. Allison Transmission Holdings, Inc. · ALSN

49.4/100 · Mixed-negative evidence · 82% evidence

Exact sum: 11.4 + 11.7 + 14.3 + 12 = 49.4

Decision use: Cheap but unconfirmed: require improving earnings before treating the valuation as an opportunity.

11.4/35Growth & earnings

Revenue 14% · PAT -28% · OPM change -18.6 pp

83% evidence

11.7/25Capital efficiency

ROCE 3.2% · debt/equity 2.24×

80% evidence

14.3/20Valuation

P/E 18.2× · PEG 0.71

65% evidence

12.0/20Relative strength

RS sector 7.4% · RS bench 7.5% · 1Y 38.1%

100% evidence

13. Autoliv, Inc. · ALV

48.4/100 · Thin evidence · provisional · 59% evidence

Exact sum: 14.5 + 12.9 + 10.7 + 10.3 = 48.4

Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.

14.5/35Growth & earnings

Revenue — · PAT — · OPM change -1.3 pp

45% evidence

12.9/25Capital efficiency

ROCE 4.3% · debt/equity 0.88×

80% evidence

10.7/20Valuation

P/E 13.6× · PEG —

15% evidence

10.3/20Relative strength

RS sector -3.5% · RS bench -3.3% · 1Y 12.5%

100% evidence

14. Dorman Products, Inc. · DORM

47.5/100 · Mixed-negative evidence · 82% evidence

Exact sum: 11.2 + 14.2 + 7.7 + 14.4 = 47.5

Decision use: Price leads the evidence: RS versus the benchmark is 1.4%, but earnings trajectory is weak. Wait for revenue and profit confirmation.

11.2/35Growth & earnings

Revenue 5% · PAT -11.2% · OPM change -4.7 pp

83% evidence

14.2/25Capital efficiency

ROCE 3% · debt/equity 0.37×

80% evidence

7.7/20Valuation

P/E 16.9× · PEG 2.33

65% evidence

14.4/20Relative strength

RS sector 1.2% · RS bench 1.4% · 1Y 20.2%

100% evidence

15. Genuine Parts Company · GPC

47.0/100 · Thin evidence · provisional · 59% evidence

Exact sum: 16.8 + 9.8 + 8.5 + 11.9 = 47

Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.

16.8/35Growth & earnings

Revenue — · PAT — · OPM change -0.3 pp

45% evidence

9.8/25Capital efficiency

ROCE 3% · debt/equity 1.46×

80% evidence

8.5/20Valuation

P/E 471.9× · PEG —

15% evidence

11.9/20Relative strength

RS sector -2.6% · RS bench -2.4% · 1Y 1.1%

100% evidence

16. Modine Manufacturing Company · MOD

46.3/100 · Mixed-negative evidence · 82% evidence

Exact sum: 19 + 15 + 3.6 + 8.7 = 46.3

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

19.0/35Growth & earnings

Revenue 23.1% · PAT -22.1% · OPM change -0.6 pp

83% evidence

15.0/25Capital efficiency

ROCE 6.3% · debt/equity 0.36×

80% evidence

3.6/20Valuation

P/E 95.9× · PEG 3.06

65% evidence

8.7/20Relative strength

RS sector 1.2% · RS bench 1.3% · 1Y 55.6%

100% evidence

17. Adient plc · ADNT

45.6/100 · Thin evidence · provisional · 59% evidence

Exact sum: 22.1 + 8.2 + 9.3 + 6 = 45.6

Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.

22.1/35Growth & earnings

Revenue 3.8% · PAT — · OPM change 9.3 pp

62% evidence

8.2/25Capital efficiency

ROCE 2.5% · debt/equity 1.14×

80% evidence

9.3/20Valuation

P/E 28.5× · PEG —

15% evidence

6.0/20Relative strength

RS sector -7.9% · RS bench -7.9% · 1Y 1%

70% evidence

18. O'Reilly Automotive, Inc. · ORLY

44.9/100 · Mixed-negative evidence · 82% evidence

Exact sum: 20 + 13.8 + 6.5 + 4.6 = 44.9

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

20.0/35Growth & earnings

Revenue 7.9% · PAT 9.6% · OPM change 0.6 pp

83% evidence

13.8/25Capital efficiency

ROCE 11.6% · debt/equity 27.09×

80% evidence

6.5/20Valuation

P/E 30.2× · PEG 2.33

65% evidence

4.6/20Relative strength

RS sector -11.4% · RS bench -11.2% · 1Y -8%

100% evidence

19. Visteon Corporation · VC

43.4/100 · Thin evidence · provisional · 59% evidence

Exact sum: 13.7 + 13.7 + 11 + 5 = 43.4

Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.

13.7/35Growth & earnings

Revenue — · PAT — · OPM change -5.4 pp

45% evidence

13.7/25Capital efficiency

ROCE 3.1% · debt/equity 0.26×

80% evidence

11.0/20Valuation

P/E 13× · PEG —

15% evidence

5.0/20Relative strength

RS sector -6.6% · RS bench -6.4% · 1Y -3.3%

100% evidence

20. Dana Incorporated · DAN

42.4/100 · Mixed-negative evidence · 65% evidence

Exact sum: 18.6 + 8.1 + 11.5 + 4.2 = 42.4

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

18.6/35Growth & earnings

Revenue 1.2% · PAT — · OPM change 2.7 pp

62% evidence

8.1/25Capital efficiency

ROCE 1.3% · debt/equity 0.76×

80% evidence

11.5/20Valuation

P/E 3.1× · PEG —

15% evidence

4.2/20Relative strength

RS sector -5.5% · RS bench -5.5% · 1Y 75.1%

100% evidence

21. LKQ Corporation · LKQ

40.9/100 · Mixed-negative evidence · 82% evidence

Exact sum: 11.9 + 10.4 + 12.6 + 6 = 40.9

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

11.9/35Growth & earnings

Revenue 1.5% · PAT -23.5% · OPM change -1.7 pp

83% evidence

10.4/25Capital efficiency

ROCE 1.8% · debt/equity 0.81×

80% evidence

12.6/20Valuation

P/E 14.5× · PEG 1.13

65% evidence

6.0/20Relative strength

RS sector -17.7% · RS bench -17.5% · 1Y -10.4%

100% evidence

22. Aptiv PLC · APTV

40.8/100 · Mixed-negative evidence · 75% evidence

Exact sum: 13.8 + 9.3 + 13.2 + 4.5 = 40.8

Decision use: Cheap but unconfirmed: require improving earnings before treating the valuation as an opportunity.

13.8/35Growth & earnings

Revenue 5.2% · PAT -75.7% · OPM change -1.9 pp

62% evidence

9.3/25Capital efficiency

ROCE 2% · debt/equity 1.02×

80% evidence

13.2/20Valuation

P/E 41.1× · PEG 0.67

65% evidence

4.5/20Relative strength

RS sector -24.2% · RS bench -24% · 1Y -9.5%

100% evidence

23. AutoZone, Inc. · AZO

38.5/100 · Mixed-negative evidence · 81% evidence

Exact sum: 14.6 + 15.9 + 6 + 2 = 38.5

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

14.6/35Growth & earnings

Revenue 5.8% · PAT -3.3% · OPM change -0.3 pp

95% evidence

15.9/25Capital efficiency

ROCE 9.2% · debt/equity —

57% evidence

6.0/20Valuation

P/E 24× · PEG 2.4

65% evidence

2.0/20Relative strength

RS sector -20.1% · RS bench -19.9% · 1Y -19.2%

100% evidence

24. Mobileye Global Inc. · MBLY

38.5/100 · Thin evidence · provisional · 56% evidence

Exact sum: 13.7 + 9.1 + 10 + 5.7 = 38.5

Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.

13.7/35Growth & earnings

Revenue — · PAT — · OPM change -671.5 pp

45% evidence

9.1/25Capital efficiency

ROCE -0.3% · debt/equity 0×

80% evidence

10.0/20Valuation

P/E — · PEG —

0% evidence

5.7/20Relative strength

RS sector -26.7% · RS bench -26.4% · 1Y -39.5%

100% evidence

25. The Goodyear Tire & Rubber Company · GT

29.4/100 · Adverse evidence · 72% evidence

Exact sum: 6.7 + 3.6 + 11.4 + 7.7 = 29.4

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

6.7/35Growth & earnings

Revenue -3.7% · PAT -1025.6% · OPM change -1.9 pp

83% evidence

3.6/25Capital efficiency

ROCE -0.7% · debt/equity 2.53×

80% evidence

11.4/20Valuation

P/E 7.5× · PEG —

15% evidence

7.7/20Relative strength

RS sector -11.3% · RS bench -11.2% · 1Y -27.1%

100% evidence

26. Dauch Corporation · DCH

28.8/100 · Adverse evidence · 66% evidence

Exact sum: 9.9 + 4 + 10.2 + 4.7 = 28.8

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

9.9/35Growth & earnings

Revenue 14.8% · PAT -704.8% · OPM change -4.4 pp

83% evidence

4.0/25Capital efficiency

ROCE -0.5% · debt/equity 3.55×

80% evidence

10.2/20Valuation

P/E 18.2× · PEG —

15% evidence

4.7/20Relative strength

RS sector -16.4% · RS bench -16.3% · 1Y 30.2%

70% evidence

27. Versigent PLC · VGNT

50.9/100 · Thin evidence · provisional · 28% evidence

Exact sum: 18.2 + 11.8 + 10.9 + 10 = 50.9

Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.

18.2/35Growth & earnings

Revenue — · PAT — · OPM change -0.8 pp

13% evidence

11.8/25Capital efficiency

ROCE 10.6% · debt/equity 16.29×

80% evidence

10.9/20Valuation

P/E 13.1× · PEG —

15% evidence

10.0/20Relative strength

RS sector — · RS bench — · 1Y —

0% evidence

28. Aurora Innovation, Inc. · AUR

49.3/100 · Thin evidence · provisional · 46% evidence

Exact sum: 13.8 + 9.3 + 10 + 16.2 = 49.3

Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.

13.8/35Growth & earnings

Revenue — · PAT — · OPM change -14731.4 pp

26% evidence

9.3/25Capital efficiency

ROCE -12.2% · debt/equity 0.04×

68% evidence

10.0/20Valuation

P/E — · PEG —

0% evidence

16.2/20Relative strength

RS sector 10% · RS bench 10.2% · 1Y 9.9%

100% evidence

29. QuantumScape Corporation · QS

37.3/100 · Thin evidence · provisional · 49% evidence

Exact sum: 17.6 + 9.4 + 10 + 0.3 = 37.3

Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.

17.6/35Growth & earnings

Revenue — · PAT — · OPM change —

33% evidence

9.4/25Capital efficiency

ROCE -9.5% · debt/equity 0.06×

68% evidence

10.0/20Valuation

P/E — · PEG —

0% evidence

0.3/20Relative strength

RS sector -50% · RS bench -49.6% · 1Y -37.4%

100% evidence

01 · compare level, then change

Revenue Scale & Growth Durability

Magna International Inc. has the highest Revenue among the 29 Auto Parts companies compared here, at $42,322 million. Aptiv PLC is next at $20,659 million. Modine Manufacturing Company has the highest Revenue growth at 23.1%, so level and change sit with different companies. 20 of 29 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: Magna International Inc. is the scale leader at $42,322 million, 104.9% ahead of Aptiv PLC. Modine Manufacturing Company's growth is 23.1% from a $3,181 million base, with 19 reported observations in the 20-quarter window. Treat the growth leader as an acceleration candidate, not as equally proven scale.

LeaderMagna International Inc. · $42,322 million

Gap104.9% versus #2 · Aptiv PLC

Persistence4/8 recent comparable periods

Coverage20/29 companies · 495 observations

Investor read: Magna International Inc. is the scale benchmark; Modine Manufacturing Company is the acceleration watch. Promote the challenger only if growth persists and converts into margin and returns.

This conclusion weakens if: Magna International Inc.'s growth falls below Modine Manufacturing Company's for two consecutive comparable reports while operating margin also compresses.

Revenue is compared on a common reported-currency basis. Growth is year-on-year, so seasonality does not masquerade as progress.

Revenuelargest

1Magna International Inc. MGA$42.3B

2Aptiv PLC APTV$20.7B

3AutoZone, Inc. AZO$20.0B

4O'Reilly Automotive, Inc. ORLY$18.2B

5The Goodyear Tire & Rubber Company GT$17.9B

Revenue growthfastest growers

1Modine Manufacturing Company MOD23%

2Douglas Dynamics, Inc. PLOW16%

3Dauch Corporation DCH15%

4Allison Transmission Holdings, Inc. ALSN14%

5XPEL, Inc. XPEL12%

Revenue · company comparison

20/29 level · 18/29 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

Company	Revenue	Revenue growth	Reported
Magna International Inc. MGA	$10.4B	3.1%	Mar 2026
Genuine Parts Company GPC	$6.3B	6.8%	Jun 2026
Lear Corporation LEA	$5.8B	-3.4%	Jun 2026
Aptiv PLC APTV	$5.1B	5.4%	Mar 2026
AutoZone, Inc. AZO	$4.8B	8.5%	Jun 2026
O'Reilly Automotive, Inc. ORLY	$4.6B	10%	Mar 2026
The Goodyear Tire & Rubber Company GT	$3.9B	-8.8%	Mar 2026
Adient plc ADNT	$3.9B	7.0%	Mar 2026
BorgWarner Inc. BWA	$3.5B	0.5%	Mar 2026
LKQ Corporation LKQ	$3.5B	4.3%	Mar 2026
Autoliv, Inc. ALV	$2.8B	6.8%	Jun 2026
Advance Auto Parts, Inc. AAP	$2.6B	1.2%	Jun 2026
Dauch Corporation DCH	$2.4B	69%	Mar 2026
Versigent PLC VGNT	$2.2B	9.3%	Mar 2026
Dana Incorporated DAN	$1.9B	4.9%	Mar 2026
Allison Transmission Holdings, Inc. ALSN	$1.4B	84%	Mar 2026
Garrett Motion Inc. GTX	$985M	12%	Mar 2026
Modine Manufacturing Company MOD	$954M	47%	Mar 2026
Visteon Corporation VC	$954M	2.1%	Jun 2026
PHINIA Inc. PHIN	$878M	10%	Mar 2026
Gentex Corporation GNTX	$675M	17%	Jun 2026
Mobileye Global Inc. MBLY	$558M	27%	Jun 2026
Dorman Products, Inc. DORM	$529M	4.1%	Mar 2026
Atmus Filtration Technologies Inc. ATMU	$478M	15%	Mar 2026
Gentherm Incorporated THRM	$394M	11%	Jun 2026
Douglas Dynamics, Inc. PLOW	$138M	20%	Mar 2026
XPEL, Inc. XPEL	$117M	13%	Mar 2026
Aurora Innovation, Inc. AUR	$1M	-92%	Mar 2026

Full 20-quarter history · every available company

Revenue · reported quarter history

Showing the 12 largest of 28 companies with a series here. The remaining 16 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Allison Transmission Holdings, Inc. · ALSN

Sep 2021$567M

Dec 2021$644M

Mar 2022$677M

Jun 2022$664M

Sep 2022$710M

Dec 2022$718M

Mar 2023$741M

Jun 2023$783M

Sep 2023$736M

Dec 2023$775M

Mar 2024$789M

Jun 2024$816M

Sep 2024$824M

Dec 2024$796M

Mar 2025$766M

Jun 2025$814M

Sep 2025$693M

Dec 2025$737M

Mar 2026$1.4B

Jun 2026—

Aptiv PLC · APTV

Sep 2021$3.7B

Dec 2021$4.1B

Mar 2022$4.2B

Jun 2022$4.1B

Sep 2022$4.6B

Dec 2022$4.6B

Mar 2023$4.8B

Jun 2023$5.2B

Sep 2023$5.1B

Dec 2023$4.9B

Mar 2024$4.9B

Jun 2024$5.1B

Sep 2024$4.9B

Dec 2024$4.9B

Mar 2025$4.8B

Jun 2025$5.2B

Sep 2025$5.2B

Dec 2025$5.2B

Mar 2026$5.1B

Jun 2026—

Aurora Innovation, Inc. · AUR

Sep 2021$56M

Dec 2021$26M

Mar 2022$42M

Jun 2022$21M

Sep 2022$3M

Dec 2022$2M

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 2025$1M

Sep 2025$1M

Dec 2025$1M

Mar 2026$1M

Jun 2026—

Autoliv, Inc. · ALV

Sep 2021$1.8B

Dec 2021$2.1B

Mar 2022$2.1B

Jun 2022$2.1B

Sep 2022$2.3B

Dec 2022$2.3B

Mar 2023$2.5B

Jun 2023$2.6B

Sep 2023$2.6B

Dec 2023$2.8B

Mar 2024$2.6B

Jun 2024$2.6B

Sep 2024$2.6B

Dec 2024$2.6B

Mar 2025$2.6B

Jun 2025$2.7B

Sep 2025$2.7B

Dec 2025$2.8B

Mar 2026$2.8B

Jun 2026—

AutoZone, Inc. · AZO

Sep 2021$4.9B

Dec 2021$3.7B

Mar 2022$3.4B

Jun 2022$3.9B

Sep 2022$5.3B

Dec 2022$4.0B

Mar 2023$3.7B

Jun 2023$4.1B

Sep 2023$5.7B

Dec 2023$4.2B

Mar 2024$3.9B

Jun 2024$4.2B

Sep 2024$6.2B

Dec 2024$4.3B

Mar 2025$4.0B

Jun 2025$4.5B

Sep 2025$6.2B

Dec 2025$4.6B

Mar 2026$4.3B

Jun 2026$4.8B

BorgWarner Inc. · BWA

Sep 2021$3.4B

Dec 2021$3.7B

Mar 2022$3.9B

Jun 2022$3.8B

Sep 2022$3.2B

Dec 2022$3.3B

Mar 2023$3.4B

Jun 2023$3.7B

Sep 2023$3.6B

Dec 2023$3.5B

Mar 2024$3.6B

Jun 2024$3.6B

Sep 2024$3.4B

Dec 2024$3.4B

Mar 2025$3.5B

Jun 2025$3.6B

Sep 2025$3.6B

Dec 2025$3.6B

Mar 2026$3.5B

Jun 2026—

Genuine Parts Company · GPC

Sep 2021$4.8B

Dec 2021$4.8B

Mar 2022$5.3B

Jun 2022$5.6B

Sep 2022$5.7B

Dec 2022$5.5B

Mar 2023$5.8B

Jun 2023$5.9B

Sep 2023$5.8B

Dec 2023$5.6B

Mar 2024$5.8B

Jun 2024$6.0B

Sep 2024$6.0B

Dec 2024$5.8B

Mar 2025$5.9B

Jun 2025$6.2B

Sep 2025$6.3B

Dec 2025$6.0B

Mar 2026$6.3B

Jun 2026—

Lear Corporation · LEA

Sep 2021$4.8B

Dec 2021$4.3B

Mar 2022—

Jun 2022$5.2B

Sep 2022$5.1B

Dec 2022$5.2B

Mar 2023—

Jun 2023$5.8B

Sep 2023$6.0B

Dec 2023$5.8B

Mar 2024$6.0B

Jun 2024$6.0B

Sep 2024$5.6B

Dec 2024$5.7B

Mar 2025$5.6B

Jun 2025$6.0B

Sep 2025$5.7B

Dec 2025$6.0B

Mar 2026—

Jun 2026$5.8B

Magna International Inc. · MGA

Sep 2021$7.9B

Dec 2021$9.1B

Mar 2022$9.6B

Jun 2022$9.4B

Sep 2022$9.3B

Dec 2022$9.6B

Mar 2023$10.7B

Jun 2023$11.0B

Sep 2023$10.7B

Dec 2023$10.5B

Mar 2024$11.0B

Jun 2024$11.0B

Sep 2024$10.3B

Dec 2024$10.6B

Mar 2025$10.1B

Jun 2025$10.6B

Sep 2025$10.5B

Dec 2025$10.8B

Mar 2026$10.4B

Jun 2026—

Mobileye Global Inc. · MBLY

Sep 2021$326M

Dec 2021$356M

Mar 2022—

Jun 2022$394M

Sep 2022$460M

Dec 2022$450M

Mar 2023—

Jun 2023$458M

Sep 2023$454M

Dec 2023—

Mar 2024$239M

Jun 2024$439M

Sep 2024$486M

Dec 2024$490M

Mar 2025$438M

Jun 2025$506M

Sep 2025$504M

Dec 2025$446M

Mar 2026$558M

Jun 2026—

Modine Manufacturing Company · MOD

Sep 2021$479M

Dec 2021$502M

Mar 2022$574M

Jun 2022$541M

Sep 2022$579M

Dec 2022$560M

Mar 2023$618M

Jun 2023$622M

Sep 2023$621M

Dec 2023$561M

Mar 2024$604M

Jun 2024$662M

Sep 2024$658M

Dec 2024$617M

Mar 2025$647M

Jun 2025$683M

Sep 2025$739M

Dec 2025$805M

Mar 2026$954M

Jun 2026—

O'Reilly Automotive, Inc. · ORLY

Sep 2021$3.5B

Dec 2021$3.3B

Mar 2022$3.3B

Jun 2022$3.7B

Sep 2022$3.8B

Dec 2022$3.6B

Mar 2023$3.7B

Jun 2023$4.1B

Sep 2023$4.2B

Dec 2023$3.8B

Mar 2024$4.0B

Jun 2024$4.3B

Sep 2024$4.4B

Dec 2024$4.1B

Mar 2025$4.1B

Jun 2025$4.5B

Sep 2025$4.7B

Dec 2025$4.4B

Mar 2026$4.6B

Jun 2026—

Revenue growth · reported quarter history

Showing the 12 largest of 28 companies with a series here. The remaining 16 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Allison Transmission Holdings, Inc. · ALSN

Sep 2021—

Dec 2021—

Mar 2022—

Jun 202210%

Sep 202225%

Dec 202211%

Mar 20239.5%

Jun 202318%

Sep 20233.7%

Dec 20237.9%

Mar 20246.5%

Jun 20244.2%

Sep 202412%

Dec 20242.7%

Mar 2025-2.9%

Jun 2025-0.3%

Sep 2025-16%

Dec 2025-7.4%

Mar 202684%

Jun 2026—

Aptiv PLC · APTV

Sep 2021—

Dec 2021—

Mar 2022—

Jun 20226.6%

Sep 202226%

Dec 202212%

Mar 202315%

Jun 202328%

Sep 202311%

Dec 20236.0%

Mar 20241.7%

Jun 2024-2.9%

Sep 2024-5.1%

Dec 2024-0.2%

Mar 2025-1.6%

Jun 20253.1%

Sep 20257.4%

Dec 20255.0%

Mar 20265.4%

Jun 2026—

Aurora Innovation, Inc. · AUR

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022-95%

Dec 2022-92%

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 2025—

Sep 2025—

Dec 2025—

Mar 2026—

Jun 2026—

Autoliv, Inc. · ALV

Sep 2021—

Dec 2021—

Mar 2022—

Jun 20222.9%

Sep 202225%

Dec 202210%

Mar 202317%

Jun 202327%

Sep 202313%

Dec 202318%

Mar 20244.9%

Jun 2024-1.1%

Sep 2024-1.6%

Dec 2024-4.9%

Mar 2025-1.4%

Jun 20254.2%

Sep 20255.9%

Dec 20257.7%

Mar 20266.8%

Jun 2026—

AutoZone, Inc. · AZO

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 20228.9%

Dec 20228.6%

Mar 20239.5%

Jun 20235.9%

Sep 20236.4%

Dec 20235.1%

Mar 20244.6%

Jun 20243.5%

Sep 20249.0%

Dec 20242.2%

Mar 20252.4%

Jun 20255.4%

Sep 20250.6%

Dec 20258.2%

Mar 20268.2%

Jun 20268.5%

BorgWarner Inc. · BWA

Sep 2021—

Dec 2021—

Mar 2022—

Jun 20220.0%

Sep 2022-5.6%

Dec 2022-9.3%

Mar 2023-13%

Jun 2023-2.3%

Sep 202312%

Dec 20236.2%

Mar 20246.3%

Jun 2024-1.9%

Sep 2024-4.8%

Dec 2024-2.4%

Mar 2025-2.2%

Jun 20251.0%

Sep 20254.1%

Dec 20253.9%

Mar 20260.5%

Jun 2026—

Genuine Parts Company · GPC

Sep 2021—

Dec 2021—

Mar 2022—

Jun 202217%

Sep 202218%

Dec 202215%

Mar 20238.9%

Jun 20235.6%

Sep 20232.6%

Dec 20231.1%

Mar 20240.3%

Jun 20240.8%

Sep 20242.5%

Dec 20243.3%

Mar 20251.4%

Jun 20253.4%

Sep 20254.9%

Dec 20254.1%

Mar 20266.8%

Jun 2026—

Lear Corporation · LEA

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 20226.5%

Dec 202223%

Mar 2023—

Jun 202312%

Sep 202318%

Dec 202311%

Mar 2024—

Jun 20242.8%

Sep 2024-6.9%

Dec 2024-2.2%

Mar 2025-7.3%

Jun 20250.3%

Sep 20251.7%

Dec 20254.8%

Mar 2026—

Jun 2026-3.4%

Magna International Inc. · MGA

Sep 2021—

Dec 2021—

Mar 2022—

Jun 20223.6%

Sep 202217%

Dec 20225.0%

Mar 202311%

Jun 202317%

Sep 202315%

Dec 20239.3%

Mar 20242.8%

Jun 2024-0.2%

Sep 2024-3.8%

Dec 20241.7%

Mar 2025-8.2%

Jun 2025-3.0%

Sep 20251.8%

Dec 20252.1%

Mar 20263.1%

Jun 2026—

Mobileye Global Inc. · MBLY

Sep 2021—

Dec 2021—

Mar 2022—

Jun 202220%

Sep 202241%

Dec 202226%

Mar 2023—

Jun 202316%

Sep 2023-1.3%

Dec 2023—

Mar 2024—

Jun 2024-4.2%

Sep 20247.1%

Dec 2024—

Mar 202583%

Jun 202515%

Sep 20253.7%

Dec 2025-9.0%

Mar 202627%

Jun 2026—

Modine Manufacturing Company · MOD

Sep 2021—

Dec 2021—

Mar 2022—

Jun 20229.3%

Sep 202221%

Dec 202212%

Mar 20237.7%

Jun 202315%

Sep 20237.3%

Dec 20230.2%

Mar 2024-2.3%

Jun 20246.4%

Sep 20246.0%

Dec 202410.0%

Mar 20257.1%

Jun 20253.2%

Sep 202512%

Dec 202530%

Mar 202647%

Jun 2026—

O'Reilly Automotive, Inc. · ORLY

Sep 2021—

Dec 2021—

Mar 2022—

Jun 20225.9%

Sep 20229.2%

Dec 202211%

Mar 202313%

Jun 202311%

Sep 202311%

Dec 20235.2%

Mar 20247.2%

Jun 20245.0%

Sep 20243.8%

Dec 20246.9%

Mar 20254.1%

Jun 20255.9%

Sep 20257.8%

Dec 20257.8%

Mar 202610%

Jun 2026—

02 · compare level, then change

Operating Economics & Margin Trend

AutoZone, Inc. has the highest OPM among the 29 Auto Parts companies compared here, at 19.1%. O'Reilly Automotive, Inc. is next at 18.5%. Adient plc has the highest Margin change at +9.3 percentage points, so level and change sit with different companies. 27 of 29 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: AutoZone, Inc. leads opm at 19.1%; Adient plc leads margin change at +9.3 percentage points.

LeaderAutoZone, Inc. · 19.1%

Gap3.2% versus #2 · O'Reilly Automotive, Inc.

Persistence0/8 recent comparable periods

Coverage27/29 companies · 488 observations

Investor read: AutoZone, Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current margin change signal.

Operating margin compares operating profit with revenue. Improvement is measured in percentage points, not percentage growth.

OPMhighest

1AutoZone, Inc. AZO19%

2O'Reilly Automotive, Inc. ORLY19%

3Gentex Corporation GNTX18%

4Atmus Filtration Technologies Inc. ATMU14%

5Allison Transmission Holdings, Inc. ALSN14%

Margin changefastest expanders

1Adient plc ADNT+9.3 pp

2Advance Auto Parts, Inc. AAP+7.7 pp

3Douglas Dynamics, Inc. PLOW+4.4 pp

4BorgWarner Inc. BWA+2.8 pp

5Dana Incorporated DAN+2.7 pp

Operating margin · company comparison

27/29 level · 28/29 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

Company	OPM	Margin change	Reported
AutoZone, Inc. AZO	19%	−0.3 pp	Jun 2026
O'Reilly Automotive, Inc. ORLY	19%	+0.6 pp	Mar 2026
Gentex Corporation GNTX	18%	−1.3 pp	Jun 2026
Atmus Filtration Technologies Inc. ATMU	14%	+1.0 pp	Mar 2026
Allison Transmission Holdings, Inc. ALSN	14%	−18.6 pp	Mar 2026
Garrett Motion Inc. GTX	14%	+1.0 pp	Mar 2026
Dorman Products, Inc. DORM	11%	−4.7 pp	Mar 2026
XPEL, Inc. XPEL	11%	+0.4 pp	Mar 2026
Modine Manufacturing Company MOD	11%	−0.6 pp	Mar 2026
BorgWarner Inc. BWA	9.5%	+2.8 pp	Mar 2026
Autoliv, Inc. ALV	8.6%	−1.3 pp	Jun 2026
PHINIA Inc. PHIN	7.9%	+0.1 pp	Mar 2026
Aptiv PLC APTV	7.4%	−1.9 pp	Mar 2026
Douglas Dynamics, Inc. PLOW	7.2%	+4.4 pp	Mar 2026
LKQ Corporation LKQ	6.3%	−1.7 pp	Mar 2026
Versigent PLC VGNT	6.2%	−0.8 pp	Mar 2026
Genuine Parts Company GPC	4.6%	−0.3 pp	Jun 2026
Lear Corporation LEA	4.4%	+0.3 pp	Jun 2026
Magna International Inc. MGA	4.3%	+1.2 pp	Mar 2026
Visteon Corporation VC	4.3%	−5.4 pp	Jun 2026
Adient plc ADNT	3.3%	+9.3 pp	Mar 2026
Dana Incorporated DAN	3.2%	+2.7 pp	Mar 2026
Gentherm Incorporated THRM	2.9%	−1.9 pp	Jun 2026
Advance Auto Parts, Inc. AAP	2.6%	+7.7 pp	Jun 2026
Dauch Corporation DCH	-1.4%	−4.4 pp	Mar 2026
The Goodyear Tire & Rubber Company GT	-2.3%	−1.9 pp	Mar 2026
Aurora Innovation, Inc. AUR	-341%	−14,731.4 pp	Mar 2026
Mobileye Global Inc. MBLY	-698%	−671.5 pp	Jun 2026

Full 20-quarter history · every available company

OPM · reported quarter history

Showing the 12 largest of 28 companies with a series here. The remaining 16 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Allison Transmission Holdings, Inc. · ALSN

Sep 202126%

Dec 202127%

Mar 202230%

Jun 202228%

Sep 202229%

Dec 202227%

Mar 202331%

Jun 202331%

Sep 202330%

Dec 202329%

Mar 202430%

Jun 202432%

Sep 202432%

Dec 202430%

Mar 202533%

Jun 202531%

Sep 202529%

Dec 202523%

Mar 202614%

Jun 2026—

Aptiv PLC · APTV

Sep 20215.9%

Dec 20216.3%

Mar 20226.1%

Jun 20222.4%

Sep 202210%

Dec 20229.5%

Mar 20237.2%

Jun 20237.9%

Sep 20238.7%

Dec 20237.2%

Mar 20248.5%

Jun 20248.7%

Sep 202410%

Dec 20249.8%

Mar 20259.3%

Jun 20259.3%

Sep 2025-3.4%

Dec 20258.2%

Mar 20267.4%

Jun 2026—

Aurora Innovation, Inc. · AUR

Sep 2021-231%

Dec 2021-869%

Mar 2022-341%

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 2025—

Sep 2025—

Dec 2025—

Mar 2026—

Jun 2026—

Autoliv, Inc. · ALV

Sep 20215.4%

Dec 20218.2%

Mar 20226.3%

Jun 20226.0%

Sep 20227.4%

Dec 20229.9%

Mar 20235.1%

Jun 20233.6%

Sep 20238.9%

Dec 20238.6%

Mar 20247.4%

Jun 20247.9%

Sep 20248.8%

Dec 202414%

Mar 20259.9%

Jun 20259.1%

Sep 20259.9%

Dec 202511%

Mar 20268.6%

Jun 2026—

AutoZone, Inc. · AZO

Sep 202121%

Dec 202121%

Mar 202219%

Jun 202220%

Sep 202221%

Dec 202218%

Mar 202318%

Jun 202321%

Sep 202322%

Dec 202320%

Mar 202419%

Jun 202421%

Sep 202421%

Dec 202420%

Mar 202518%

Jun 202519%

Sep 202519%

Dec 202517%

Mar 202616%

Jun 202619%

BorgWarner Inc. · BWA

Sep 20217.4%

Dec 20214.9%

Mar 20229.1%

Jun 20227.2%

Sep 20228.2%

Dec 20228.0%

Mar 20238.1%

Jun 20239.1%

Sep 20237.5%

Dec 20238.0%

Mar 20248.2%

Jun 20248.2%

Sep 20247.8%

Dec 2024-9.2%

Mar 20256.7%

Jun 20257.9%

Sep 20256.9%

Dec 2025-6.7%

Mar 20269.5%

Jun 2026—

Genuine Parts Company · GPC

Sep 20216.1%

Dec 20217.0%

Mar 20226.2%

Jun 20229.1%

Sep 20227.6%

Dec 20226.3%

Mar 20237.1%

Jun 20237.7%

Sep 20238.0%

Dec 20237.5%

Mar 20245.5%

Jun 20246.7%

Sep 20245.4%

Dec 20243.3%

Mar 20254.9%

Jun 20256.1%

Sep 20255.3%

Dec 2025-0.6%

Mar 20264.6%

Jun 2026—

Lear Corporation · LEA

Sep 20214.3%

Dec 20211.1%

Mar 2022—

Jun 20222.5%

Sep 20222.8%

Dec 20223.8%

Mar 2023—

Jun 20234.1%

Sep 20234.3%

Dec 20233.7%

Mar 20243.3%

Jun 20244.3%

Sep 20243.9%

Dec 20243.7%

Mar 20253.3%

Jun 20254.1%

Sep 20253.4%

Dec 20252.6%

Mar 2026—

Jun 20264.4%

Magna International Inc. · MGA

Sep 20212.5%

Dec 20215.3%

Mar 20225.1%

Jun 20223.6%

Sep 20224.5%

Dec 20223.5%

Mar 20233.8%

Jun 20235.2%

Sep 20235.1%

Dec 20235.0%

Mar 20243.7%

Jun 20244.9%

Sep 20245.4%

Dec 20245.8%

Mar 20253.1%

Jun 20254.9%

Sep 20255.2%

Dec 20256.8%

Mar 20264.3%

Jun 2026—

Mobileye Global Inc. · MBLY

Sep 2021-6.1%

Dec 2021-12%

Mar 2022—

Jun 2022-12%

Sep 20222.2%

Dec 2022-5.6%

Mar 2023—

Jun 2023-18%

Sep 2023-7.3%

Dec 2023—

Mar 2024-100%

Jun 2024-21%

Sep 2024-578%

Dec 2024-18%

Mar 2025-27%

Jun 2025-15%

Sep 2025-22%

Dec 2025-31%

Mar 2026-698%

Jun 2026—

Modine Manufacturing Company · MOD

Sep 20212.2%

Dec 202116%

Mar 20223.6%

Jun 20224.7%

Sep 20226.4%

Dec 20227.1%

Mar 20237.8%

Jun 202311%

Sep 202311%

Dec 202311%

Mar 20247.8%

Jun 202411%

Sep 202411%

Dec 20249.6%

Mar 202512%

Jun 202511%

Sep 20259.9%

Dec 202511%

Mar 202611%

Jun 2026—

O'Reilly Automotive, Inc. · ORLY

Sep 202122%

Dec 202121%

Mar 202220%

Jun 202222%

Sep 202221%

Dec 202219%

Mar 202319%

Jun 202321%

Sep 202321%

Dec 202319%

Mar 202419%

Jun 202420%

Sep 202421%

Dec 202418%

Mar 202518%

Jun 202520%

Sep 202521%

Dec 202519%

Mar 202619%

Jun 2026—

Margin change · reported quarter history

Showing the 12 largest of 28 companies with a series here. The remaining 16 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Allison Transmission Holdings, Inc. · ALSN

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022+0.5 pp

Sep 2022+2.9 pp

Dec 2022−0.6 pp

Mar 2023+1.2 pp

Jun 2023+2.7 pp

Sep 2023+1.6 pp

Dec 2023+2.3 pp

Mar 2024−1.3 pp

Jun 2024+1.3 pp

Sep 2024+1.4 pp

Dec 2024+0.5 pp

Mar 2025+2.8 pp

Jun 2025−0.8 pp

Sep 2025−2.2 pp

Dec 2025−6.3 pp

Mar 2026−18.6 pp

Jun 2026—

Aptiv PLC · APTV

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022−5.1 pp

Sep 2022+4.3 pp

Dec 2022+3.2 pp

Mar 2023+1.1 pp

Jun 2023+5.5 pp

Sep 2023−1.5 pp

Dec 2023−2.3 pp

Mar 2024+1.3 pp

Jun 2024+0.8 pp

Sep 2024+1.7 pp

Dec 2024+2.6 pp

Mar 2025+0.8 pp

Jun 2025+0.6 pp

Sep 2025−13.8 pp

Dec 2025−1.6 pp

Mar 2026−1.9 pp

Jun 2026—

Aurora Innovation, Inc. · AUR

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022−6,435.7 pp

Dec 2022−14,731.4 pp

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 2025—

Sep 2025—

Dec 2025—

Mar 2026—

Jun 2026—

Autoliv, Inc. · ALV

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022−2.1 pp

Sep 2022+2.0 pp

Dec 2022+1.7 pp

Mar 2023−1.2 pp

Jun 2023−2.4 pp

Sep 2023+1.5 pp

Dec 2023−1.3 pp

Mar 2024+2.3 pp

Jun 2024+4.3 pp

Sep 2024−0.1 pp

Dec 2024+4.9 pp

Mar 2025+2.5 pp

Jun 2025+1.2 pp

Sep 2025+1.1 pp

Dec 2025−2.2 pp

Mar 2026−1.3 pp

Jun 2026—

AutoZone, Inc. · AZO

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022−0.6 pp

Dec 2022−2.5 pp

Mar 2023−0.4 pp

Jun 2023+0.7 pp

Sep 2023+0.9 pp

Dec 2023+2.2 pp

Mar 2024+1.1 pp

Jun 2024+0.3 pp

Sep 2024−0.6 pp

Dec 2024−0.6 pp

Mar 2025−1.4 pp

Jun 2025−1.9 pp

Sep 2025−1.7 pp

Dec 2025−2.8 pp

Mar 2026−1.6 pp

Jun 2026−0.3 pp

BorgWarner Inc. · BWA

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022−1.2 pp

Sep 2022+0.8 pp

Dec 2022+3.1 pp

Mar 2023−1.0 pp

Jun 2023+1.9 pp

Sep 2023−0.7 pp

Dec 20230.0 pp

Mar 2024+0.1 pp

Jun 2024−0.9 pp

Sep 2024+0.3 pp

Dec 2024−17.2 pp

Mar 2025−1.5 pp

Jun 2025−0.3 pp

Sep 2025−0.9 pp

Dec 2025+2.5 pp

Mar 2026+2.8 pp

Jun 2026—

Genuine Parts Company · GPC

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022+3.6 pp

Sep 2022+1.5 pp

Dec 2022−0.7 pp

Mar 2023+0.9 pp

Jun 2023−1.4 pp

Sep 2023+0.4 pp

Dec 2023+1.2 pp

Mar 2024−1.6 pp

Jun 2024−1.0 pp

Sep 2024−2.6 pp

Dec 2024−4.2 pp

Mar 2025−0.6 pp

Jun 2025−0.6 pp

Sep 2025−0.1 pp

Dec 2025−3.9 pp

Mar 2026−0.3 pp

Jun 2026—

Lear Corporation · LEA

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022−1.5 pp

Dec 2022+2.7 pp

Mar 2023—

Jun 2023+1.6 pp

Sep 2023+1.5 pp

Dec 2023−0.1 pp

Mar 2024—

Jun 2024+0.2 pp

Sep 2024−0.4 pp

Dec 20240.0 pp

Mar 20250.0 pp

Jun 2025−0.2 pp

Sep 2025−0.5 pp

Dec 2025−1.1 pp

Mar 2026—

Jun 2026+0.3 pp

Magna International Inc. · MGA

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022−2.1 pp

Sep 2022+2.0 pp

Dec 2022−1.8 pp

Mar 2023−1.3 pp

Jun 2023+1.6 pp

Sep 2023+0.6 pp

Dec 2023+1.5 pp

Mar 2024−0.1 pp

Jun 2024−0.3 pp

Sep 2024+0.3 pp

Dec 2024+0.8 pp

Mar 2025−0.6 pp

Jun 20250.0 pp

Sep 2025−0.2 pp

Dec 2025+1.0 pp

Mar 2026+1.2 pp

Jun 2026—

Mobileye Global Inc. · MBLY

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022−7.1 pp

Sep 2022+8.3 pp

Dec 2022+6.8 pp

Mar 2023—

Jun 2023−6.0 pp

Sep 2023−9.5 pp

Dec 2023—

Mar 2024—

Jun 2024−3.7 pp

Sep 2024−570.3 pp

Dec 2024—

Mar 2025+72.9 pp

Jun 2025+6.8 pp

Sep 2025+556.0 pp

Dec 2025−13.8 pp

Mar 2026−671.5 pp

Jun 2026—

Modine Manufacturing Company · MOD

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022+2.9 pp

Sep 2022+4.2 pp

Dec 2022−8.7 pp

Mar 2023+4.2 pp

Jun 2023+6.0 pp

Sep 2023+4.2 pp

Dec 2023+3.9 pp

Mar 20240.0 pp

Jun 2024+0.5 pp

Sep 2024+0.8 pp

Dec 2024−1.4 pp

Mar 2025+3.7 pp

Jun 2025−0.1 pp

Sep 2025−1.5 pp

Dec 2025+1.5 pp

Mar 2026−0.6 pp

Jun 2026—

O'Reilly Automotive, Inc. · ORLY

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022−1.2 pp

Sep 2022−0.5 pp

Dec 2022−1.8 pp

Mar 2023−1.0 pp

Jun 2023−0.8 pp

Sep 2023+0.1 pp

Dec 2023+0.1 pp

Mar 2024−0.4 pp

Jun 2024−0.8 pp

Sep 2024−0.8 pp

Dec 2024−0.8 pp

Mar 2025−1.0 pp

Jun 20250.0 pp

Sep 2025+0.2 pp

Dec 2025+0.8 pp

Mar 2026+0.6 pp

Jun 2026—

03 · compare level, then change

Profit Scale & Acceleration

O'Reilly Automotive, Inc. has the highest Net profit among the 29 Auto Parts companies compared here, at $2,604 million. AutoZone, Inc. is next at $2,478 million. PHINIA Inc. has the highest Profit growth at 85.5%, so level and change sit with different companies. 20 of 29 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: O'Reilly Automotive, Inc. leads with $2,604 million of TTM profit, 5.1% above AutoZone, Inc.. PHINIA Inc. shows 85.5% growth from a $141 million profit base. Compare the size of the base and persistence before ranking acceleration above profit scale.

LeaderO'Reilly Automotive, Inc. · $2,604 million

Gap5.1% versus #2 · AutoZone, Inc.

Persistence5/8 recent comparable periods

Coverage20/29 companies · 524 observations

Investor read: O'Reilly Automotive, Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current profit growth signal.

Net profit is the residual after operating costs, interest and tax. Growth off a loss or near-zero base is excluded from the fastest-grower rank.

Net profitlargest

1O'Reilly Automotive, Inc. ORLY$2.6B

2AutoZone, Inc. AZO$2.5B

3Dana Incorporated DAN$1.2B

4Magna International Inc. MGA$729M

5Allison Transmission Holdings, Inc. ALSN$543M

Profit growthfastest growers

1PHINIA Inc. PHIN86%

2Garrett Motion Inc. GTX23%

3BorgWarner Inc. BWA20%

4Atmus Filtration Technologies Inc. ATMU14%

5XPEL, Inc. XPEL13%

Net profit · company comparison

20/29 level · 14/29 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

Company	Net profit	Profit growth	Reported
Dana Incorporated DAN	$1.1B	3,537%	Mar 2026
AutoZone, Inc. AZO	$641M	5.4%	Jun 2026
O'Reilly Automotive, Inc. ORLY	$604M	12%	Mar 2026
BorgWarner Inc. BWA	$255M	49%	Mar 2026
Aptiv PLC APTV	$191M	-47%	Mar 2026
Genuine Parts Company GPC	$189M	-2.6%	Jun 2026
Lear Corporation LEA	$178M	1.1%	Jun 2026
Autoliv, Inc. ALV	$142M	-15%	Jun 2026
Modine Manufacturing Company MOD	$118M	40%	Mar 2026
Allison Transmission Holdings, Inc. ALSN	$112M	-42%	Mar 2026
Gentex Corporation GNTX	$98M	3.2%	Jun 2026
Garrett Motion Inc. GTX	$95M	53%	Mar 2026
Versigent PLC VGNT	$78M	-18%	Mar 2026
LKQ Corporation LKQ	$77M	-51%	Mar 2026
Atmus Filtration Technologies Inc. ATMU	$48M	6.7%	Mar 2026
Dorman Products, Inc. DORM	$44M	-24%	Mar 2026
Adient plc ADNT	$44M	-104%	Mar 2026
PHINIA Inc. PHIN	$37M	42%	Mar 2026
Visteon Corporation VC	$33M	-52%	Jun 2026
Advance Auto Parts, Inc. AAP	$24M	0.0%	Jun 2026
XPEL, Inc. XPEL	$11M	22%	Mar 2026
Douglas Dynamics, Inc. PLOW	$6M	63%	Mar 2026
Gentherm Incorporated THRM	$4M	-80%	Jun 2026
Magna International Inc. MGA	$-1M	-101%	Mar 2026
Dauch Corporation DCH	$-100M	-1,529%	Mar 2026
QuantumScape Corporation QS	$-101M	-887%	Jun 2026
Aurora Innovation, Inc. AUR	$-223M	—	Mar 2026
The Goodyear Tire & Rubber Company GT	$-246M	-308%	Mar 2026
Mobileye Global Inc. MBLY	$-3.8B	-745%	Jun 2026

Full 20-quarter history · every available company

Net profit · reported quarter history

Showing the 12 largest of 29 companies with a series here. The remaining 17 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Allison Transmission Holdings, Inc. · ALSN

Sep 2021$94M

Dec 2021$118M

Mar 2022$129M

Jun 2022$122M

Sep 2022$139M

Dec 2022$141M

Mar 2023$170M

Jun 2023$175M

Sep 2023$158M

Dec 2023$170M

Mar 2024$169M

Jun 2024$187M

Sep 2024$200M

Dec 2024$175M

Mar 2025$192M

Jun 2025$195M

Sep 2025$137M

Dec 2025$99M

Mar 2026$112M

Jun 2026—

Aptiv PLC · APTV

Sep 2021$104M

Dec 2021$39M

Mar 2022$90M

Jun 2022$-72M

Sep 2022$306M

Dec 2022$266M

Mar 2023$164M

Jun 2023$246M

Sep 2023$1.6B

Dec 2023$919M

Mar 2024$224M

Jun 2024$943M

Sep 2024$368M

Dec 2024$275M

Mar 2025$-11M

Jun 2025$397M

Sep 2025$-352M

Dec 2025$147M

Mar 2026$191M

Jun 2026—

Aurora Innovation, Inc. · AUR

Sep 2021$-133M

Dec 2021$-251M

Mar 2022$-77M

Jun 2022$-1.2B

Sep 2022$-198M

Dec 2022$-294M

Mar 2023$-196M

Jun 2023$-218M

Sep 2023$-190M

Dec 2023$-192M

Mar 2024$-165M

Jun 2024$-182M

Sep 2024$-208M

Dec 2024$-193M

Mar 2025$-208M

Jun 2025$-201M

Sep 2025$-201M

Dec 2025$-206M

Mar 2026$-223M

Jun 2026—

Autoliv, Inc. · ALV

Sep 2021$60M

Dec 2021$115M

Mar 2022$83M

Jun 2022$79M

Sep 2022$106M

Dec 2022$156M

Mar 2023$74M

Jun 2023$53M

Sep 2023$134M

Dec 2023$227M

Mar 2024$127M

Jun 2024$139M

Sep 2024$139M

Dec 2024$243M

Mar 2025$167M

Jun 2025$168M

Sep 2025$175M

Dec 2025$226M

Mar 2026$142M

Jun 2026—

AutoZone, Inc. · AZO

Sep 2021$786M

Dec 2021$555M

Mar 2022$472M

Jun 2022$593M

Sep 2022$810M

Dec 2022$539M

Mar 2023$477M

Jun 2023$648M

Sep 2023$865M

Dec 2023$593M

Mar 2024$515M

Jun 2024$652M

Sep 2024$902M

Dec 2024$565M

Mar 2025$488M

Jun 2025$608M

Sep 2025$837M

Dec 2025$531M

Mar 2026$469M

Jun 2026$641M

BorgWarner Inc. · BWA

Sep 2021$117M

Dec 2021$154M

Mar 2022$224M

Jun 2022$231M

Sep 2022$292M

Dec 2022$279M

Mar 2023$230M

Jun 2023$222M

Sep 2023$68M

Dec 2023$175M

Mar 2024$221M

Jun 2024$317M

Sep 2024$249M

Dec 2024$-388M

Mar 2025$171M

Jun 2025$232M

Sep 2025$173M

Dec 2025$-241M

Mar 2026$255M

Jun 2026—

Genuine Parts Company · GPC

Sep 2021$229M

Dec 2021$256M

Mar 2022$246M

Jun 2022$373M

Sep 2022$312M

Dec 2022$252M

Mar 2023$304M

Jun 2023$344M

Sep 2023$351M

Dec 2023$317M

Mar 2024$249M

Jun 2024$296M

Sep 2024$227M

Dec 2024$133M

Mar 2025$194M

Jun 2025$255M

Sep 2025$226M

Dec 2025$-609M

Mar 2026$189M

Jun 2026—

Lear Corporation · LEA

Sep 2021$190M

Dec 2021$-7M

Mar 2022—

Jun 2022$56M

Sep 2022$81M

Dec 2022$113M

Mar 2023—

Jun 2023$154M

Sep 2023$171M

Dec 2023$130M

Mar 2024$116M

Jun 2024$180M

Sep 2024$144M

Dec 2024$102M

Mar 2025$90M

Jun 2025$176M

Sep 2025$114M

Dec 2025$95M

Mar 2026—

Jun 2026$178M

Magna International Inc. · MGA

Sep 2021$17M

Dec 2021$478M

Mar 2022$379M

Jun 2022$-145M

Sep 2022$296M

Dec 2022$111M

Mar 2023$217M

Jun 2023$354M

Sep 2023$417M

Dec 2023$298M

Mar 2024$26M

Jun 2024$328M

Sep 2024$508M

Dec 2024$234M

Mar 2025$153M

Jun 2025$394M

Sep 2025$333M

Dec 2025$3M

Mar 2026$-1M

Jun 2026—

Mobileye Global Inc. · MBLY

Sep 2021$-26M

Dec 2021$-53M

Mar 2022—

Jun 2022$-60M

Sep 2022$-7M

Dec 2022$-45M

Mar 2023—

Jun 2023$-79M

Sep 2023$-28M

Dec 2023$11M

Mar 2024$-218M

Jun 2024$-86M

Sep 2024$-2.7B

Dec 2024$-71M

Mar 2025$-102M

Jun 2025$-67M

Sep 2025$-96M

Dec 2025$-127M

Mar 2026$-3.8B

Jun 2026—

Modine Manufacturing Company · MOD

Sep 2021$11M

Dec 2021$75M

Mar 2022$24M

Jun 2022$24M

Sep 2022$37M

Dec 2022$42M

Mar 2023$-6M

Jun 2023$75M

Sep 2023$73M

Dec 2023$66M

Mar 2024$53M

Jun 2024$85M

Sep 2024$86M

Dec 2024$67M

Mar 2025$84M

Jun 2025$80M

Sep 2025$83M

Dec 2025$-30M

Mar 2026$118M

Jun 2026—

O'Reilly Automotive, Inc. · ORLY

Sep 2021$559M

Dec 2021$519M

Mar 2022$482M

Jun 2022$577M

Sep 2022$585M

Dec 2022$529M

Mar 2023$517M

Jun 2023$627M

Sep 2023$650M

Dec 2023$553M

Mar 2024$547M

Jun 2024$623M

Sep 2024$665M

Dec 2024$551M

Mar 2025$538M

Jun 2025$669M

Sep 2025$726M

Dec 2025$605M

Mar 2026$604M

Jun 2026—

Profit growth · reported quarter history

Showing the 12 largest of 28 companies with a series here. The remaining 16 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Allison Transmission Holdings, Inc. · ALSN

Sep 2021—

Dec 2021—

Mar 2022—

Jun 202211%

Sep 202248%

Dec 202219%

Mar 202332%

Jun 202343%

Sep 202314%

Dec 202321%

Mar 2024-0.6%

Jun 20246.9%

Sep 202427%

Dec 20242.9%

Mar 202514%

Jun 20254.3%

Sep 2025-32%

Dec 2025-43%

Mar 2026-42%

Jun 2026—

Aptiv PLC · APTV

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022-143%

Sep 2022194%

Dec 2022582%

Mar 202382%

Jun 2023—

Sep 2023435%

Dec 2023245%

Mar 202437%

Jun 2024283%

Sep 2024-78%

Dec 2024-70%

Mar 2025-105%

Jun 2025-58%

Sep 2025-196%

Dec 2025-47%

Mar 2026—

Jun 2026—

Autoliv, Inc. · ALV

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022-25%

Sep 202277%

Dec 202236%

Mar 2023-11%

Jun 2023-33%

Sep 202326%

Dec 202346%

Mar 202472%

Jun 2024162%

Sep 20243.7%

Dec 20247.1%

Mar 202532%

Jun 202521%

Sep 202526%

Dec 2025-7.0%

Mar 2026-15%

Jun 2026—

AutoZone, Inc. · AZO

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 20223.1%

Dec 2022-2.9%

Mar 20231.1%

Jun 20239.3%

Sep 20236.8%

Dec 202310%

Mar 20248.0%

Jun 20240.6%

Sep 20244.3%

Dec 2024-4.7%

Mar 2025-5.2%

Jun 2025-6.8%

Sep 2025-7.2%

Dec 2025-6.0%

Mar 2026-3.9%

Jun 20265.4%

BorgWarner Inc. · BWA

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022-16%

Sep 2022150%

Dec 202281%

Mar 20232.7%

Jun 2023-3.9%

Sep 2023-77%

Dec 2023-37%

Mar 2024-3.9%

Jun 202443%

Sep 2024266%

Dec 2024-322%

Mar 2025-23%

Jun 2025-27%

Sep 2025-31%

Dec 2025—

Mar 202649%

Jun 2026—

Genuine Parts Company · GPC

Sep 2021—

Dec 2021—

Mar 2022—

Jun 202290%

Sep 202236%

Dec 2022-1.6%

Mar 202324%

Jun 2023-7.8%

Sep 202313%

Dec 202326%

Mar 2024-18%

Jun 2024-14%

Sep 2024-35%

Dec 2024-58%

Mar 2025-22%

Jun 2025-14%

Sep 2025-0.4%

Dec 2025-558%

Mar 2026-2.6%

Jun 2026—

Lear Corporation · LEA

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022-57%

Dec 2022—

Mar 2023—

Jun 2023175%

Sep 2023111%

Dec 202315%

Mar 2024—

Jun 202417%

Sep 2024-16%

Dec 2024-22%

Mar 2025-22%

Jun 2025-2.2%

Sep 2025-21%

Dec 2025-6.9%

Mar 2026—

Jun 20261.1%

LKQ Corporation · LKQ

Sep 2021—

Dec 2021—

Mar 2022—

Jun 202237%

Sep 2022-8.1%

Dec 2022-17%

Mar 2023-0.7%

Jun 2023-33%

Sep 2023-21%

Dec 2023-9.8%

Mar 2024-40%

Jun 2024-34%

Sep 2024-9.2%

Dec 2024-13%

Mar 2025-1.3%

Jun 20254.4%

Sep 2025-5.3%

Dec 2025-51%

Mar 2026-51%

Jun 2026—

Magna International Inc. · MGA

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022-133%

Sep 20221,641%

Dec 2022-77%

Mar 2023-43%

Jun 2023—

Sep 202341%

Dec 2023168%

Mar 2024-88%

Jun 2024-7.3%

Sep 202422%

Dec 2024-21%

Mar 2025488%

Jun 202520%

Sep 2025-34%

Dec 2025-99%

Mar 2026-101%

Jun 2026—

Mobileye Global Inc. · MBLY

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024-745%

Mar 2025—

Jun 2025—

Sep 2025—

Dec 2025—

Mar 2026—

Jun 2026—

Modine Manufacturing Company · MOD

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022243%

Sep 2022236%

Dec 2022-44%

Mar 2023-125%

Jun 2023213%

Sep 202397%

Dec 202357%

Mar 2024—

Jun 202413%

Sep 202418%

Dec 20241.5%

Mar 202558%

Jun 2025-5.9%

Sep 2025-3.5%

Dec 2025-145%

Mar 202640%

Jun 2026—

O'Reilly Automotive, Inc. · ORLY

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022-1.4%

Sep 20224.7%

Dec 20221.9%

Mar 20237.3%

Jun 20238.7%

Sep 202311%

Dec 20234.5%

Mar 20245.8%

Jun 2024-0.6%

Sep 20242.3%

Dec 2024-0.4%

Mar 2025-1.7%

Jun 20257.4%

Sep 20259.2%

Dec 20259.8%

Mar 202612%

Jun 2026—

04 · compare level, then change

Capacity Spending & Returns On It

AutoZone, Inc. has the highest CAPEX among the 29 Auto Parts companies compared here, at $346 million. O'Reilly Automotive, Inc. is next at $244 million. Aurora Innovation, Inc. has the highest CAPEX intensity at 2500%, so level and change sit with different companies. 29 of 29 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: AutoZone, Inc. reports $346 million of CAPEX; Aurora Innovation, Inc. has the highest covered intensity at 2500%. Coverage is only 29 of 29 companies and 526 reported observations, so this is partial evidence—not a complete sector rank.

LeaderAutoZone, Inc. · $346 million

Gap41.8% versus #2 · O'Reilly Automotive, Inc.

Persistence8/8 recent comparable periods

Coverage29/29 companies · 526 observations

Investor read: Use the CAPEX rank as a diligence queue. Verify commissioning, utilization, cash conversion and post-investment ROCE before treating spend as value creation.

This conclusion weakens if: CAPEX rises without higher utilization, operating cash flow or incremental returns.

CAPEX is cash spent on property, plant, equipment and other reported capital assets. CAPEX intensity divides that spend by revenue; high intensity is a reinvestment signal, not proof that the reinvestment will earn attractive returns.

CAPEXlargest spenders

1AutoZone, Inc. AZO$346M

2O'Reilly Automotive, Inc. ORLY$244M

3Aptiv PLC APTV$219M

4Magna International Inc. MGA$219M

5The Goodyear Tire & Rubber Company GT$175M

CAPEX intensityhighest reinvestment intensity

1Aurora Innovation, Inc. AUR2,500%

2XPEL, Inc. XPEL8.5%

3AutoZone, Inc. AZO7.1%

4Mobileye Global Inc. MBLY5.4%

5O'Reilly Automotive, Inc. ORLY5.3%

Capital expenditure · company comparison

29/29 level · 28/29 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

Company	CAPEX	CAPEX intensity	Reported
AutoZone, Inc. AZO	$346M	7.1%	Jun 2026
O'Reilly Automotive, Inc. ORLY	$244M	5.3%	Mar 2026
Magna International Inc. MGA	$219M	2.1%	Mar 2026
Aptiv PLC APTV	$219M	4.3%	Mar 2026
The Goodyear Tire & Rubber Company GT	$175M	4.5%	Mar 2026
BorgWarner Inc. BWA	$143M	4.0%	Mar 2026
Lear Corporation LEA	$125M	2.1%	Jun 2026
Genuine Parts Company GPC	$108M	1.6%	Jun 2026
Dauch Corporation DCH	$104M	4.4%	Mar 2026
Autoliv, Inc. ALV	$95M	3.1%	Jun 2026
Adient plc ADNT	$73M	1.9%	Mar 2026
Versigent PLC VGNT	$66M	3.0%	Mar 2026
Dana Incorporated DAN	$62M	3.3%	Mar 2026
Advance Auto Parts, Inc. AAP	$56M	2.1%	Jun 2026
Allison Transmission Holdings, Inc. ALSN	$53M	3.8%	Mar 2026
Modine Manufacturing Company MOD	$42M	4.4%	Mar 2026
LKQ Corporation LKQ	$40M	1.2%	Mar 2026
PHINIA Inc. PHIN	$32M	3.6%	Mar 2026
Garrett Motion Inc. GTX	$29M	2.9%	Mar 2026
Aurora Innovation, Inc. AUR	$25M	2,500%	Mar 2026
Visteon Corporation VC	$25M	3.8%	Jun 2026
Mobileye Global Inc. MBLY	$21M	5.4%	Jun 2026
Gentex Corporation GNTX	$17M	2.5%	Jun 2026
Atmus Filtration Technologies Inc. ATMU	$13M	2.7%	Mar 2026
XPEL, Inc. XPEL	$10M	8.5%	Mar 2026
Gentherm Incorporated THRM	$9M	1.5%	Jun 2026
Dorman Products, Inc. DORM	$8M	1.5%	Mar 2026
QuantumScape Corporation QS	$5M	—	Jun 2026
Douglas Dynamics, Inc. PLOW	$3M	2.2%	Mar 2026

Full 20-quarter history · every available company

CAPEX · reported quarter history

Showing the 12 largest of 29 companies with a series here. The remaining 17 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Allison Transmission Holdings, Inc. · ALSN

Sep 2021$43M

Dec 2021$63M

Mar 2022$20M

Jun 2022$30M

Sep 2022$25M

Dec 2022$92M

Mar 2023$24M

Jun 2023$19M

Sep 2023$30M

Dec 2023$52M

Mar 2024$11M

Jun 2024$21M

Sep 2024$36M

Dec 2024$75M

Mar 2025$26M

Jun 2025$31M

Sep 2025$44M

Dec 2025$74M

Mar 2026$53M

Jun 2026—

Aptiv PLC · APTV

Sep 2021$169M

Dec 2021$181M

Mar 2022$247M

Jun 2022$207M

Sep 2022$212M

Dec 2022$178M

Mar 2023$269M

Jun 2023$222M

Sep 2023$212M

Dec 2023$203M

Mar 2024$265M

Jun 2024$226M

Sep 2024$173M

Dec 2024$166M

Mar 2025$197M

Jun 2025$149M

Sep 2025$143M

Dec 2025$167M

Mar 2026$219M

Jun 2026—

Aurora Innovation, Inc. · AUR

Sep 2021$19M

Dec 2021$16M

Mar 2022$5M

Jun 2022$4M

Sep 2022$3M

Dec 2022$3M

Mar 2023$2M

Jun 2023$4M

Sep 2023$5M

Dec 2023$4M

Mar 2024$8M

Jun 2024$11M

Sep 2024$7M

Dec 2024$8M

Mar 2025$8M

Jun 2025$7M

Sep 2025$8M

Dec 2025$8M

Mar 2026$25M

Jun 2026—

Autoliv, Inc. · ALV

Sep 2021$113M

Dec 2021$154M

Mar 2022$112M

Jun 2022$142M

Sep 2022$164M

Dec 2022$168M

Mar 2023$144M

Jun 2023$125M

Sep 2023$152M

Dec 2023$152M

Mar 2024$140M

Jun 2024$154M

Sep 2024$146M

Dec 2024$139M

Mar 2025$102M

Jun 2025$115M

Sep 2025$106M

Dec 2025$118M

Mar 2026$85M

Jun 2026$95M

AutoZone, Inc. · AZO

Sep 2021$246M

Dec 2021$102M

Mar 2022$106M

Jun 2022$161M

Sep 2022$303M

Dec 2022$114M

Mar 2023$145M

Jun 2023$171M

Sep 2023$366M

Dec 2023$235M

Mar 2024$255M

Jun 2024$235M

Sep 2024$347M

Dec 2024$247M

Mar 2025$293M

Jun 2025$346M

Sep 2025$442M

Dec 2025$314M

Mar 2026$338M

Jun 2026$346M

BorgWarner Inc. · BWA

Sep 2021$152M

Dec 2021$172M

Mar 2022$177M

Jun 2022$154M

Sep 2022$180M

Dec 2022$195M

Mar 2023$239M

Jun 2023$200M

Sep 2023$185M

Dec 2023$208M

Mar 2024$190M

Jun 2024$165M

Sep 2024$155M

Dec 2024$161M

Mar 2025$119M

Jun 2025$77M

Sep 2025$111M

Dec 2025$162M

Mar 2026$143M

Jun 2026—

Genuine Parts Company · GPC

Sep 2021$48M

Dec 2021$128M

Mar 2022$78M

Jun 2022$75M

Sep 2022$91M

Dec 2022$96M

Mar 2023$88M

Jun 2023$117M

Sep 2023$145M

Dec 2023$163M

Mar 2024$116M

Jun 2024$144M

Sep 2024$126M

Dec 2024$182M

Mar 2025$120M

Jun 2025$129M

Sep 2025$102M

Dec 2025$119M

Mar 2026$98M

Jun 2026$108M

Lear Corporation · LEA

Sep 2021$140M

Dec 2021$153M

Mar 2022—

Jun 2022$130M

Sep 2022$172M

Dec 2022$140M

Mar 2023—

Jun 2023$112M

Sep 2023$168M

Dec 2023$193M

Mar 2024$114M

Jun 2024$121M

Sep 2024$132M

Dec 2024$192M

Mar 2025$104M

Jun 2025$125M

Sep 2025$137M

Dec 2025$195M

Mar 2026—

Jun 2026$125M

Magna International Inc. · MGA

Sep 2021$334M

Dec 2021$549M

Mar 2022$238M

Jun 2022$329M

Sep 2022$364M

Dec 2022$750M

Mar 2023$424M

Jun 2023$502M

Sep 2023$630M

Dec 2023$944M

Mar 2024$493M

Jun 2024$500M

Sep 2024$476M

Dec 2024$709M

Mar 2025$268M

Jun 2025$246M

Sep 2025$267M

Dec 2025$532M

Mar 2026$219M

Jun 2026—

Mobileye Global Inc. · MBLY

Sep 2021—

Dec 2021$45M

Mar 2022—

Jun 2022$27M

Sep 2022$26M

Dec 2022$26M

Mar 2023—

Jun 2023$26M

Sep 2023$32M

Dec 2023$23M

Mar 2024$22M

Jun 2024$24M

Sep 2024$22M

Dec 2024$13M

Mar 2025$14M

Jun 2025$14M

Sep 2025$24M

Dec 2025$27M

Mar 2026$30M

Jun 2026$21M

Modine Manufacturing Company · MOD

Sep 2021$9M

Dec 2021$10M

Mar 2022$10M

Jun 2022$10M

Sep 2022$13M

Dec 2022$12M

Mar 2023$16M

Jun 2023$15M

Sep 2023$11M

Dec 2023$18M

Mar 2024$44M

Jun 2024$27M

Sep 2024$14M

Dec 2024$16M

Mar 2025$28M

Jun 2025$28M

Sep 2025$32M

Dec 2025$42M

Mar 2026$42M

Jun 2026—

O'Reilly Automotive, Inc. · ORLY

Sep 2021$118M

Dec 2021$102M

Mar 2022$104M

Jun 2022$125M

Sep 2022$160M

Dec 2022$175M

Mar 2023$223M

Jun 2023$238M

Sep 2023$293M

Dec 2023$252M

Mar 2024$249M

Jun 2024$225M

Sep 2024$258M

Dec 2024$290M

Mar 2025$287M

Jun 2025$301M

Sep 2025$312M

Dec 2025$269M

Mar 2026$244M

Jun 2026—

CAPEX intensity · reported quarter history

Showing the 12 largest of 28 companies with a series here. The remaining 16 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Allison Transmission Holdings, Inc. · ALSN

Sep 20217.6%

Dec 20219.8%

Mar 20223.0%

Jun 20224.5%

Sep 20223.5%

Dec 202213%

Mar 20233.2%

Jun 20232.4%

Sep 20234.1%

Dec 20236.7%

Mar 20241.4%

Jun 20242.6%

Sep 20244.4%

Dec 20249.4%

Mar 20253.4%

Jun 20253.8%

Sep 20256.3%

Dec 202510%

Mar 20263.8%

Jun 2026—

Aptiv PLC · APTV

Sep 20214.6%

Dec 20214.4%

Mar 20225.9%

Jun 20225.1%

Sep 20224.6%

Dec 20223.8%

Mar 20235.6%

Jun 20234.3%

Sep 20234.1%

Dec 20234.1%

Mar 20245.4%

Jun 20244.5%

Sep 20243.6%

Dec 20243.4%

Mar 20254.1%

Jun 20252.9%

Sep 20252.7%

Dec 20253.2%

Mar 20264.3%

Jun 2026—

Aurora Innovation, Inc. · AUR

Sep 202134%

Dec 202162%

Mar 202212%

Jun 202219%

Sep 2022100%

Dec 2022150%

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 2025700%

Sep 2025800%

Dec 2025800%

Mar 20262,500%

Jun 2026—

Autoliv, Inc. · ALV

Sep 20216.1%

Dec 20217.3%

Mar 20225.3%

Jun 20226.8%

Sep 20227.1%

Dec 20227.2%

Mar 20235.8%

Jun 20234.7%

Sep 20235.9%

Dec 20235.5%

Mar 20245.4%

Jun 20245.9%

Sep 20245.7%

Dec 20245.3%

Mar 20254.0%

Jun 20254.2%

Sep 20253.9%

Dec 20254.2%

Mar 20263.1%

Jun 2026—

AutoZone, Inc. · AZO

Sep 20215.0%

Dec 20212.8%

Mar 20223.1%

Jun 20224.2%

Sep 20225.7%

Dec 20222.9%

Mar 20233.9%

Jun 20234.2%

Sep 20236.4%

Dec 20235.6%

Mar 20246.6%

Jun 20245.5%

Sep 20245.6%

Dec 20245.8%

Mar 20257.4%

Jun 20257.8%

Sep 20257.1%

Dec 20256.8%

Mar 20267.9%

Jun 20267.1%

BorgWarner Inc. · BWA

Sep 20214.4%

Dec 20214.7%

Mar 20224.6%

Jun 20224.1%

Sep 20225.6%

Dec 20225.9%

Mar 20237.1%

Jun 20235.4%

Sep 20235.1%

Dec 20235.9%

Mar 20245.3%

Jun 20244.6%

Sep 20244.5%

Dec 20244.7%

Mar 20253.4%

Jun 20252.1%

Sep 20253.1%

Dec 20254.5%

Mar 20264.0%

Jun 2026—

Genuine Parts Company · GPC

Sep 20211.0%

Dec 20212.7%

Mar 20221.5%

Jun 20221.3%

Sep 20221.6%

Dec 20221.7%

Mar 20231.5%

Jun 20232.0%

Sep 20232.5%

Dec 20232.9%

Mar 20242.0%

Jun 20242.4%

Sep 20242.1%

Dec 20243.2%

Mar 20252.0%

Jun 20252.1%

Sep 20251.6%

Dec 20252.0%

Mar 20261.6%

Jun 2026—

Lear Corporation · LEA

Sep 20212.9%

Dec 20213.6%

Mar 2022—

Jun 20222.5%

Sep 20223.4%

Dec 20222.7%

Mar 2023—

Jun 20231.9%

Sep 20232.8%

Dec 20233.3%

Mar 20241.9%

Jun 20242.0%

Sep 20242.4%

Dec 20243.4%

Mar 20251.9%

Jun 20252.1%

Sep 20252.4%

Dec 20253.3%

Mar 2026—

Jun 20262.1%

Magna International Inc. · MGA

Sep 20214.2%

Dec 20216.0%

Mar 20222.5%

Jun 20223.5%

Sep 20223.9%

Dec 20227.8%

Mar 20234.0%

Jun 20234.6%

Sep 20235.9%

Dec 20239.0%

Mar 20244.5%

Jun 20244.6%

Sep 20244.6%

Dec 20246.7%

Mar 20252.7%

Jun 20252.3%

Sep 20252.6%

Dec 20254.9%

Mar 20262.1%

Jun 2026—

Mobileye Global Inc. · MBLY

Sep 2021—

Dec 202113%

Mar 2022—

Jun 20226.9%

Sep 20225.7%

Dec 20225.8%

Mar 2023—

Jun 20235.7%

Sep 20237.0%

Dec 2023—

Mar 20249.2%

Jun 20245.5%

Sep 20244.5%

Dec 20242.7%

Mar 20253.2%

Jun 20252.8%

Sep 20254.8%

Dec 20256.1%

Mar 20265.4%

Jun 2026—

Modine Manufacturing Company · MOD

Sep 20211.9%

Dec 20212.0%

Mar 20221.7%

Jun 20221.8%

Sep 20222.2%

Dec 20222.1%

Mar 20232.6%

Jun 20232.4%

Sep 20231.8%

Dec 20233.2%

Mar 20247.3%

Jun 20244.1%

Sep 20242.1%

Dec 20242.6%

Mar 20254.3%

Jun 20254.1%

Sep 20254.3%

Dec 20255.2%

Mar 20264.4%

Jun 2026—

O'Reilly Automotive, Inc. · ORLY

Sep 20213.4%

Dec 20213.1%

Mar 20223.2%

Jun 20223.4%

Sep 20224.2%

Dec 20224.8%

Mar 20236.0%

Jun 20235.8%

Sep 20237.0%

Dec 20236.6%

Mar 20246.3%

Jun 20245.3%

Sep 20245.9%

Dec 20247.1%

Mar 20256.9%

Jun 20256.7%

Sep 20256.6%

Dec 20256.1%

Mar 20265.3%

Jun 2026—

Annual capital allocation · 5-year view

29/29 capacity base · 29/29 OCF · 29/29 CAPEX · 29/29 FCF

Capacity base is net fixed assets plus capital work in progress, straight off the reported balance sheet. It is not cash spent, so it answers a narrower question than CAPEX — but it is reported for companies whose cash-flow CAPEX is not published, which is why it leads here. Missing years remain blank; annual values are never relabelled as quarters.

Full annual capacity base, operating cash flow, CAPEX and free cash flow history

Capacity base · net fixed assets + CWIP · fiscal-year history

Showing the 12 largest of 29 companies with a series here. The remaining 17 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Allison Transmission Holdings, Inc. · ALSN

Dec 2021$706M

Dec 2022$763M

Dec 2023$774M

Dec 2024$803M

Dec 2025$862M

Aptiv PLC · APTV

Dec 2021$3.7B

Dec 2022$3.9B

Dec 2023$4.3B

Dec 2024$4.2B

Dec 2025$4.3B

Aurora Innovation, Inc. · AUR

Dec 2021$245M

Dec 2022$229M

Dec 2023$216M

Dec 2024$224M

Dec 2025$188M

Autoliv, Inc. · ALV

Dec 2021$2.0B

Dec 2022$2.1B

Dec 2023$2.4B

Dec 2024$2.4B

Dec 2025$2.6B

AutoZone, Inc. · AZO

Dec 2021$7.6B

Dec 2022$8.1B

Dec 2023$8.6B

Dec 2024$9.2B

Dec 2025$10.3B

BorgWarner Inc. · BWA

Dec 2021$4.4B

Dec 2022$3.4B

Dec 2023$3.8B

Dec 2024$3.6B

Dec 2025$3.3B

Genuine Parts Company · GPC

Dec 2021$2.3B

Dec 2022$2.4B

Dec 2023$2.9B

Dec 2024$3.7B

Dec 2025$4.3B

Lear Corporation · LEA

Dec 2021$2.7B

Dec 2022$2.9B

Dec 2023$3.0B

Dec 2024$2.8B

Dec 2025$2.9B

Magna International Inc. · MGA

Dec 2021$10.0B

Dec 2022$9.8B

Dec 2023$11.4B

Dec 2024$11.5B

Dec 2025$11.4B

Mobileye Global Inc. · MBLY

Dec 2021$304M

Dec 2022$384M

Dec 2023$447M

Dec 2024$458M

Dec 2025$473M

Modine Manufacturing Company · MOD

Dec 2021$315M

Dec 2022$315M

Dec 2023$366M

Dec 2024$391M

Dec 2025$521M

O'Reilly Automotive, Inc. · ORLY

Dec 2021$6.2B

Dec 2022$6.5B

Dec 2023$7.2B

Dec 2024$7.9B

Dec 2025$8.6B

Operating cash flow · fiscal-year history

Showing the 12 largest of 29 companies with a series here. The remaining 17 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Allison Transmission Holdings, Inc. · ALSN

Dec 2021$635M

Dec 2022$657M

Dec 2023$784M

Dec 2024$801M

Dec 2025$836M

Aptiv PLC · APTV

Dec 2021$1.2B

Dec 2022$1.3B

Dec 2023$1.9B

Dec 2024$2.4B

Dec 2025$2.2B

Aurora Innovation, Inc. · AUR

Dec 2021$-564M

Dec 2022$-508M

Dec 2023$-598M

Dec 2024$-611M

Dec 2025$-581M

Autoliv, Inc. · ALV

Dec 2021$754M

Dec 2022$713M

Dec 2023$982M

Dec 2024$1.1B

Dec 2025$1.2B

AutoZone, Inc. · AZO

Dec 2021$3.5B

Dec 2022$3.2B

Dec 2023$2.9B

Dec 2024$3.0B

Dec 2025$3.1B

BorgWarner Inc. · BWA

Dec 2021$1.2B

Dec 2022$1.2B

Dec 2023$1.4B

Dec 2024$1.4B

Dec 2025$1.6B

Genuine Parts Company · GPC

Dec 2021$1.3B

Dec 2022$1.5B

Dec 2023$1.4B

Dec 2024$1.3B

Dec 2025$891M

Lear Corporation · LEA

Dec 2021$670M

Dec 2022$1.0B

Dec 2023$1.2B

Dec 2024$1.1B

Dec 2025$1.1B

Magna International Inc. · MGA

Dec 2021$2.9B

Dec 2022$2.1B

Dec 2023$3.1B

Dec 2024$3.6B

Dec 2025$3.6B

Mobileye Global Inc. · MBLY

Dec 2021$599M

Dec 2022$546M

Dec 2023$394M

Dec 2024$400M

Dec 2025$602M

Modine Manufacturing Company · MOD

Dec 2021$12M

Dec 2022$108M

Dec 2023$215M

Dec 2024$213M

Dec 2025$249M

O'Reilly Automotive, Inc. · ORLY

Dec 2021$3.2B

Dec 2022$3.1B

Dec 2023$3.0B

Dec 2024$3.1B

Dec 2025$2.8B

CAPEX · reported cash flow · fiscal-year history

Showing the 12 largest of 29 companies with a series here. The remaining 17 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Allison Transmission Holdings, Inc. · ALSN

Dec 2021$175M

Dec 2022$167M

Dec 2023$125M

Dec 2024$143M

Dec 2025$175M

Aptiv PLC · APTV

Dec 2021$611M

Dec 2022$844M

Dec 2023$906M

Dec 2024$830M

Dec 2025$656M

Aurora Innovation, Inc. · AUR

Dec 2021$48M

Dec 2022$15M

Dec 2023$15M

Dec 2024$34M

Dec 2025$31M

Autoliv, Inc. · ALV

Dec 2021$458M

Dec 2022$585M

Dec 2023$573M

Dec 2024$579M

Dec 2025$441M

AutoZone, Inc. · AZO

Dec 2021$622M

Dec 2022$672M

Dec 2023$797M

Dec 2024$1.1B

Dec 2025$1.3B

BorgWarner Inc. · BWA

Dec 2021$516M

Dec 2022$622M

Dec 2023$832M

Dec 2024$671M

Dec 2025$469M

Genuine Parts Company · GPC

Dec 2021$266M

Dec 2022$340M

Dec 2023$513M

Dec 2024$567M

Dec 2025$470M

Lear Corporation · LEA

Dec 2021$585M

Dec 2022$638M

Dec 2023$627M

Dec 2024$559M

Dec 2025$562M

Magna International Inc. · MGA

Dec 2021$1.4B

Dec 2022$1.7B

Dec 2023$2.5B

Dec 2024$2.2B

Dec 2025$1.3B

Mobileye Global Inc. · MBLY

Dec 2021$143M

Dec 2022$111M

Dec 2023$98M

Dec 2024$81M

Dec 2025$79M

Modine Manufacturing Company · MOD

Dec 2021$40M

Dec 2022$51M

Dec 2023$88M

Dec 2024$84M

Dec 2025$143M

O'Reilly Automotive, Inc. · ORLY

Dec 2021$443M

Dec 2022$563M

Dec 2023$1.0B

Dec 2024$1.0B

Dec 2025$1.2B

Free cash flow · fiscal-year history

Showing the 12 largest of 29 companies with a series here. The remaining 17 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Allison Transmission Holdings, Inc. · ALSN

Dec 2021$460M

Dec 2022$490M

Dec 2023$659M

Dec 2024$658M

Dec 2025$661M

Aptiv PLC · APTV

Dec 2021$611M

Dec 2022$419M

Dec 2023$990M

Dec 2024$1.6B

Dec 2025$1.5B

Aurora Innovation, Inc. · AUR

Dec 2021$-612M

Dec 2022$-523M

Dec 2023$-613M

Dec 2024$-645M

Dec 2025$-612M

Autoliv, Inc. · ALV

Dec 2021$296M

Dec 2022$128M

Dec 2023$409M

Dec 2024$480M

Dec 2025$716M

AutoZone, Inc. · AZO

Dec 2021$2.9B

Dec 2022$2.5B

Dec 2023$2.1B

Dec 2024$1.9B

Dec 2025$1.8B

BorgWarner Inc. · BWA

Dec 2021$694M

Dec 2022$558M

Dec 2023$565M

Dec 2024$711M

Dec 2025$1.2B

Genuine Parts Company · GPC

Dec 2021$992M

Dec 2022$1.1B

Dec 2023$923M

Dec 2024$684M

Dec 2025$421M

Lear Corporation · LEA

Dec 2021$85M

Dec 2022$383M

Dec 2023$623M

Dec 2024$561M

Dec 2025$527M

Magna International Inc. · MGA

Dec 2021$1.6B

Dec 2022$414M

Dec 2023$649M

Dec 2024$1.5B

Dec 2025$2.3B

Mobileye Global Inc. · MBLY

Dec 2021$456M

Dec 2022$435M

Dec 2023$296M

Dec 2024$319M

Dec 2025$523M

Modine Manufacturing Company · MOD

Dec 2021$-29M

Dec 2022$57M

Dec 2023$127M

Dec 2024$129M

Dec 2025$105M

O'Reilly Automotive, Inc. · ORLY

Dec 2021$2.8B

Dec 2022$2.6B

Dec 2023$2.0B

Dec 2024$2.0B

Dec 2025$1.6B

05 · compare level, then change

Debt Load & Balance-Sheet Headroom

Gentex Corporation has the lowest Gross debt among the 29 Auto Parts companies compared here, at $0 million. Mobileye Global Inc. has the lowest Net debt at $1,443 million net cash, so level and change sit with different companies. 29 of 29 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: Mobileye Global Inc. has the clearest covered balance-sheet capacity with $1,443 million net cash and gross debt of $0 million. Absolute debt alone does not identify the strongest balance sheet because company scale differs; net debt and debt-to-equity carry more information.

LeaderGentex Corporation · $0 million

Gapnull versus #2 · Mobileye Global Inc.

Persistence8/8 recent comparable periods

Coverage29/29 companies · 533 observations

Investor read: Prioritize net-cash capacity and leverage relative to operating scale, not the smallest absolute rupee debt.

This conclusion weakens if: Net debt rises faster than revenue and profit for two consecutive reported periods.

Gross debt shows contractual borrowings. Net debt subtracts reported cash; a negative value means net cash. Lower debt can create capacity, but should be read against the scale and capital intensity of the business.

Gross debtlowest gross debt

1Gentex Corporation GNTX$0M

2Mobileye Global Inc. MBLY$0M

3XPEL, Inc. XPEL$21M

4QuantumScape Corporation QS$67M

5Aurora Innovation, Inc. AUR$79M

Net debtlowest net debt

1Mobileye Global Inc. MBLY$-1.4B

2Aurora Innovation, Inc. AUR$-1.1B

3QuantumScape Corporation QS$-792M

4Gentex Corporation GNTX$-243M

5Visteon Corporation VC$-214M

Debt and balance-sheet capacity · company comparison

29/29 level · 29/29 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

Company	Gross debt	Net debt	Reported
AutoZone, Inc. AZO	$12.6B	$12.4B	Jun 2026
Aptiv PLC APTV	$9.7B	$6.6B	Mar 2026
O'Reilly Automotive, Inc. ORLY	$8.7B	$8.5B	Mar 2026
The Goodyear Tire & Rubber Company GT	$8.0B	$7.3B	Mar 2026
Magna International Inc. MGA	$6.7B	$5.1B	Mar 2026
Genuine Parts Company GPC	$6.7B	$6.1B	Jun 2026
Dauch Corporation DCH	$5.3B	$4.3B	Mar 2026
LKQ Corporation LKQ	$5.2B	$4.9B	Mar 2026
Advance Auto Parts, Inc. AAP	$5.2B	$2.3B	Jun 2026
Allison Transmission Holdings, Inc. ALSN	$4.3B	$4.0B	Mar 2026
BorgWarner Inc. BWA	$3.9B	$1.8B	Mar 2026
Lear Corporation LEA	$2.7B	$1.9B	Jun 2026
Adient plc ADNT	$2.4B	$1.6B	Mar 2026
Versigent PLC VGNT	$2.3B	$2.0B	Mar 2026
Autoliv, Inc. ALV	$2.2B	$1.8B	Jun 2026
Dana Incorporated DAN	$1.5B	$1.1B	Mar 2026
Garrett Motion Inc. GTX	$1.4B	$1.3B	Mar 2026
Atmus Filtration Technologies Inc. ATMU	$998M	$788M	Mar 2026
PHINIA Inc. PHIN	$992M	$664M	Mar 2026
Dorman Products, Inc. DORM	$548M	$505M	Mar 2026
Modine Manufacturing Company MOD	$436M	$362M	Mar 2026
Visteon Corporation VC	$434M	$-214M	Jun 2026
Gentherm Incorporated THRM	$325M	$112M	Jun 2026
Douglas Dynamics, Inc. PLOW	$235M	$230M	Mar 2026
Aurora Innovation, Inc. AUR	$79M	$-1.1B	Mar 2026
QuantumScape Corporation QS	$67M	$-792M	Jun 2026
XPEL, Inc. XPEL	$21M	$-24M	Mar 2026
Mobileye Global Inc. MBLY	$0M	$-1.4B	Jun 2026
Gentex Corporation GNTX	$0M	$-243M	Jun 2026

Full 20-quarter history · every available company

Gross debt · reported quarter history

Showing the 12 largest of 29 companies with a series here. The remaining 17 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Allison Transmission Holdings, Inc. · ALSN

Sep 2021$2.5B

Dec 2021$2.5B

Mar 2022$2.5B

Jun 2022$2.5B

Sep 2022$2.5B

Dec 2022$2.5B

Mar 2023$2.5B

Jun 2023$2.5B

Sep 2023$2.5B

Dec 2023$2.5B

Mar 2024$2.4B

Jun 2024$2.4B

Sep 2024$2.4B

Dec 2024$2.4B

Mar 2025$2.4B

Jun 2025$2.4B

Sep 2025$2.4B

Dec 2025$2.9B

Mar 2026$4.3B

Jun 2026—

Aptiv PLC · APTV

Sep 2021$4.3B

Dec 2021$4.4B

Mar 2022$6.8B

Jun 2022$6.8B

Sep 2022$6.7B

Dec 2022$6.9B

Mar 2023$6.9B

Jun 2023$6.9B

Sep 2023$6.9B

Dec 2023$6.7B

Mar 2024$6.7B

Jun 2024$7.4B

Sep 2024$10.0B

Dec 2024$8.8B

Mar 2025$8.3B

Jun 2025$8.2B

Sep 2025$8.0B

Dec 2025$8.0B

Mar 2026$9.7B

Jun 2026—

Aurora Innovation, Inc. · AUR

Sep 2021$0M

Dec 2021$147M

Mar 2022$145M

Jun 2022$137M

Sep 2022$138M

Dec 2022$136M

Mar 2023$137M

Jun 2023$134M

Sep 2023$125M

Dec 2023$122M

Mar 2024$118M

Jun 2024$113M

Sep 2024$124M

Dec 2024$121M

Mar 2025$115M

Jun 2025$111M

Sep 2025$107M

Dec 2025$84M

Mar 2026$79M

Jun 2026—

Autoliv, Inc. · ALV

Sep 2021$2.2B

Dec 2021$2.1B

Mar 2022$2.1B

Jun 2022$1.7B

Sep 2022$1.8B

Dec 2022$1.9B

Mar 2023$2.3B

Jun 2023$1.9B

Sep 2023$2.0B

Dec 2023$2.0B

Mar 2024$2.3B

Jun 2024$2.2B

Sep 2024$2.4B

Dec 2024$2.1B

Mar 2025$2.3B

Jun 2025$2.2B

Sep 2025$2.2B

Dec 2025$2.3B

Mar 2026$2.3B

Jun 2026$2.2B

AutoZone, Inc. · AZO

Sep 2021$8.1B

Dec 2021$8.2B

Mar 2022$8.8B

Jun 2022$9.0B

Sep 2022$9.2B

Dec 2022$9.4B

Mar 2023$10.2B

Jun 2023$10.5B

Sep 2023$10.8B

Dec 2023$11.8B

Mar 2024$11.8B

Jun 2024$12.3B

Sep 2024$12.3B

Dec 2024$12.3B

Mar 2025$12.4B

Jun 2025$12.2B

Sep 2025$12.2B

Dec 2025$12.1B

Mar 2026$12.4B

Jun 2026$12.6B

BorgWarner Inc. · BWA

Sep 2021$4.3B

Dec 2021$4.3B

Mar 2022$4.3B

Jun 2022$4.2B

Sep 2022$4.1B

Dec 2022$4.2B

Mar 2023$4.2B

Jun 2023$4.3B

Sep 2023$3.7B

Dec 2023$3.8B

Mar 2024$3.7B

Jun 2024$3.7B

Sep 2024$4.6B

Dec 2024$4.2B

Mar 2025$3.9B

Jun 2025$3.9B

Sep 2025$3.9B

Dec 2025$3.9B

Mar 2026$3.9B

Jun 2026—

Genuine Parts Company · GPC

Sep 2021$3.2B

Dec 2021$3.2B

Mar 2022$4.4B

Jun 2022$4.1B

Sep 2022$4.0B

Dec 2022$4.2B

Mar 2023$4.2B

Jun 2023$4.3B

Sep 2023$4.2B

Dec 2023$4.9B

Mar 2024$4.9B

Jun 2024$5.2B

Sep 2024$6.0B

Dec 2024$5.7B

Mar 2025$6.1B

Jun 2025$6.4B

Sep 2025$6.4B

Dec 2025$6.5B

Mar 2026$6.7B

Jun 2026$6.7B

Lear Corporation · LEA

Sep 2021$2.3B

Dec 2021$2.3B

Mar 2022—

Jun 2022$2.6B

Sep 2022$2.6B

Dec 2022$2.6B

Mar 2023—

Jun 2023$2.6B

Sep 2023$2.8B

Dec 2023$2.8B

Mar 2024$2.8B

Jun 2024$2.8B

Sep 2024$2.8B

Dec 2024$2.8B

Mar 2025$2.8B

Jun 2025$2.8B

Sep 2025$2.8B

Dec 2025$2.7B

Mar 2026—

Jun 2026$2.7B

Magna International Inc. · MGA

Sep 2021$5.7B

Dec 2021$5.7B

Mar 2022$5.3B

Jun 2022$5.1B

Sep 2022$4.9B

Dec 2022$5.1B

Mar 2023$6.8B

Jun 2023$7.4B

Sep 2023$7.2B

Dec 2023$7.2B

Mar 2024$7.9B

Jun 2024$7.5B

Sep 2024$7.6B

Dec 2024$7.1B

Mar 2025$7.6B

Jun 2025$8.1B

Sep 2025$7.5B

Dec 2025$6.7B

Mar 2026$6.7B

Jun 2026—

Mobileye Global Inc. · MBLY

Sep 2021$0M

Dec 2021$0M

Mar 2022—

Jun 2022$0M

Sep 2022$3.5B

Dec 2022$3.5B

Mar 2023—

Jun 2023$0M

Sep 2023$0M

Dec 2023$0M

Mar 2024$0M

Jun 2024$0M

Sep 2024$0M

Dec 2024$0M

Mar 2025$0M

Jun 2025$0M

Sep 2025$0M

Dec 2025$0M

Mar 2026$0M

Jun 2026$0M

Modine Manufacturing Company · MOD

Sep 2021$389M

Dec 2021$391M

Mar 2022$378M

Jun 2022$388M

Sep 2022$371M

Dec 2022$390M

Mar 2023$353M

Jun 2023$358M

Sep 2023$343M

Dec 2023$333M

Mar 2024$432M

Jun 2024$436M

Sep 2024$405M

Dec 2024$371M

Mar 2025$351M

Jun 2025$527M

Sep 2025$582M

Dec 2025$616M

Mar 2026$436M

Jun 2026—

O'Reilly Automotive, Inc. · ORLY

Sep 2021$5.9B

Dec 2021$5.9B

Mar 2022$5.9B

Jun 2022$6.7B

Sep 2022$6.5B

Dec 2022$6.5B

Mar 2023$7.2B

Jun 2023$7.1B

Sep 2023$7.4B

Dec 2023$7.8B

Mar 2024$7.6B

Jun 2024$7.7B

Sep 2024$7.7B

Dec 2024$7.9B

Mar 2025$8.1B

Jun 2025$8.3B

Sep 2025$8.4B

Dec 2025$8.5B

Mar 2026$8.7B

Jun 2026—

Net debt · reported quarter history

Showing the 12 largest of 29 companies with a series here. The remaining 17 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Allison Transmission Holdings, Inc. · ALSN

Sep 2021$2.2B

Dec 2021$2.4B

Mar 2022$2.4B

Jun 2022$2.4B

Sep 2022$2.3B

Dec 2022$2.3B

Mar 2023$2.2B

Jun 2023$2.2B

Sep 2023$2.0B

Dec 2023$1.9B

Mar 2024$1.9B

Jun 2024$1.8B

Sep 2024$1.6B

Dec 2024$1.6B

Mar 2025$1.6B

Jun 2025$1.6B

Sep 2025$1.5B

Dec 2025$1.4B

Mar 2026$4.0B

Jun 2026—

Aptiv PLC · APTV

Sep 2021$1.6B

Dec 2021$1.2B

Mar 2022$2.0B

Jun 2022$2.1B

Sep 2022$1.8B

Dec 2022$5.3B

Mar 2023$5.8B

Jun 2023$5.6B

Sep 2023$5.1B

Dec 2023$5.0B

Mar 2024$5.7B

Jun 2024$5.3B

Sep 2024$8.1B

Dec 2024$7.2B

Mar 2025$7.2B

Jun 2025$6.8B

Sep 2025$6.4B

Dec 2025$6.1B

Mar 2026$6.6B

Jun 2026—

Aurora Innovation, Inc. · AUR

Sep 2021$0M

Dec 2021$-1.5B

Mar 2022$-1.3B

Jun 2022$-1.2B

Sep 2022$-1.1B

Dec 2022$-965M

Mar 2023$-829M

Jun 2023$-651M

Sep 2023$-1.3B

Dec 2023$-1.1B

Mar 2024$-998M

Jun 2024$-907M

Sep 2024$-1.1B

Dec 2024$-1.1B

Mar 2025$-1.0B

Jun 2025$-1.2B

Sep 2025$-1.1B

Dec 2025$-1.2B

Mar 2026$-1.1B

Jun 2026—

Autoliv, Inc. · ALV

Sep 2021$1.3B

Dec 2021$1.2B

Mar 2022$1.2B

Jun 2022$1.4B

Sep 2022$1.4B

Dec 2022$1.3B

Mar 2023$1.6B

Jun 2023$1.4B

Sep 2023$1.6B

Dec 2023$1.5B

Mar 2024$1.7B

Jun 2024$1.8B

Sep 2024$2.0B

Dec 2024$1.7B

Mar 2025$1.9B

Jun 2025$2.0B

Sep 2025$2.0B

Dec 2025$1.7B

Mar 2026$1.9B

Jun 2026$1.8B

AutoZone, Inc. · AZO

Sep 2021$7.0B

Dec 2021$7.2B

Mar 2022$8.5B

Jun 2022$8.7B

Sep 2022$8.9B

Dec 2022$9.2B

Mar 2023$9.9B

Jun 2023$10.2B

Sep 2023$10.6B

Dec 2023$11.5B

Mar 2024$11.5B

Jun 2024$12.0B

Sep 2024$12.0B

Dec 2024$12.0B

Mar 2025$12.1B

Jun 2025$11.9B

Sep 2025$11.9B

Dec 2025$11.8B

Mar 2026$12.1B

Jun 2026$12.4B

BorgWarner Inc. · BWA

Sep 2021$2.8B

Dec 2021$2.5B

Mar 2022$2.8B

Jun 2022$2.8B

Sep 2022$2.9B

Dec 2022$3.1B

Mar 2023$3.3B

Jun 2023$3.4B

Sep 2023$2.8B

Dec 2023$2.2B

Mar 2024$2.7B

Jun 2024$2.4B

Sep 2024$2.6B

Dec 2024$2.1B

Mar 2025$2.2B

Jun 2025$1.9B

Sep 2025$1.7B

Dec 2025$1.6B

Mar 2026$1.8B

Jun 2026—

Genuine Parts Company · GPC

Sep 2021$2.3B

Dec 2021$2.5B

Mar 2022$3.7B

Jun 2022$3.6B

Sep 2022$3.4B

Dec 2022$3.5B

Mar 2023$3.6B

Jun 2023$3.7B

Sep 2023$3.6B

Dec 2023$3.8B

Mar 2024$3.9B

Jun 2024$4.6B

Sep 2024$4.9B

Dec 2024$5.3B

Mar 2025$5.7B

Jun 2025$6.0B

Sep 2025$6.0B

Dec 2025$6.1B

Mar 2026$6.2B

Jun 2026$6.1B

Lear Corporation · LEA

Sep 2021$904M

Dec 2021$1.2B

Mar 2022—

Jun 2022$1.4B

Sep 2022$1.8B

Dec 2022$1.8B

Mar 2023—

Jun 2023$1.7B

Sep 2023$1.9B

Dec 2023$1.6B

Mar 2024$1.8B

Jun 2024$1.8B

Sep 2024$2.0B

Dec 2024$1.7B

Mar 2025$2.0B

Jun 2025$1.9B

Sep 2025$1.8B

Dec 2025$1.7B

Mar 2026—

Jun 2026$1.9B

Magna International Inc. · MGA

Sep 2021$3.0B

Dec 2021$2.7B

Mar 2022$3.3B

Jun 2022$3.4B

Sep 2022$3.8B

Dec 2022$3.8B

Mar 2023$4.3B

Jun 2023$6.1B

Sep 2023$6.2B

Dec 2023$6.0B

Mar 2024$6.4B

Jun 2024$6.5B

Sep 2024$6.5B

Dec 2024$5.8B

Mar 2025$6.5B

Jun 2025$6.6B

Sep 2025$6.2B

Dec 2025$5.1B

Mar 2026$5.1B

Jun 2026—

Mobileye Global Inc. · MBLY

Sep 2021$-616M

Dec 2021$-616M

Mar 2022—

Jun 2022$-749M

Sep 2022$2.7B

Dec 2022$2.6B

Mar 2023—

Jun 2023$-1.2B

Sep 2023$-1.1B

Dec 2023$-1.2B

Mar 2024$-1.2B

Jun 2024$-1.2B

Sep 2024$-1.3B

Dec 2024$-1.4B

Mar 2025$-1.5B

Jun 2025$-1.7B

Sep 2025$-1.7B

Dec 2025$-1.8B

Mar 2026$-1.3B

Jun 2026$-1.4B

Modine Manufacturing Company · MOD

Sep 2021$333M

Dec 2021$330M

Mar 2022$333M

Jun 2022$329M

Sep 2022$301M

Dec 2022$308M

Mar 2023$286M

Jun 2023$265M

Sep 2023$223M

Dec 2023$183M

Mar 2024$372M

Jun 2024$363M

Sep 2024$326M

Dec 2024$287M

Mar 2025$279M

Jun 2025$402M

Sep 2025$498M

Dec 2025$517M

Mar 2026$362M

Jun 2026—

O'Reilly Automotive, Inc. · ORLY

Sep 2021$5.4B

Dec 2021$5.5B

Mar 2022$5.7B

Jun 2022$6.4B

Sep 2022$6.5B

Dec 2022$6.4B

Mar 2023$7.1B

Jun 2023$7.1B

Sep 2023$7.3B

Dec 2023$7.6B

Mar 2024$7.5B

Jun 2024$7.6B

Sep 2024$7.6B

Dec 2024$7.8B

Mar 2025$7.9B

Jun 2025$8.1B

Sep 2025$8.2B

Dec 2025$8.3B

Mar 2026$8.5B

Jun 2026—

06 · compare level, then change

Return On Capital Employed

Garrett Motion Inc. has the highest ROCE among the 29 Auto Parts companies compared here, at 13.9%. O'Reilly Automotive, Inc. is next at 11.6%. Adient plc has the highest ROCE change at +6.5 percentage points, so level and change sit with different companies. 29 of 29 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: Garrett Motion Inc. leads ROCE at 13.9%, 2.3 percentage points above O'Reilly Automotive, Inc.. Adient plc has the strongest latest improvement at +6.5 percentage points. Read the leader beside the density of its reported history: a sparse high return is a candidate; a repeated high return is evidence of durability.

LeaderGarrett Motion Inc. · 13.9%

Gap19.8% versus #2 · O'Reilly Automotive, Inc.

Persistence7/8 recent comparable periods

Coverage29/29 companies · 528 observations

Investor read: Garrett Motion Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current roce change signal.

ROCE asks how much operating return the business earns on the capital employed. Direction matters, but a single exceptional year should not be mistaken for durability.

ROCEhighest

1Garrett Motion Inc. GTX14%

2O'Reilly Automotive, Inc. ORLY12%

3Versigent PLC VGNT11%

4AutoZone, Inc. AZO9.2%

5Modine Manufacturing Company MOD6.3%

ROCE changefastest improvers

1Adient plc ADNT+6.5 pp

2Garrett Motion Inc. GTX+3.3 pp

3Advance Auto Parts, Inc. AAP+3.0 pp

4Versigent PLC VGNT+1.3 pp

5Douglas Dynamics, Inc. PLOW+1.2 pp

Return on capital · company comparison

29/29 level · 29/29 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

Company	ROCE	ROCE change	Reported
Garrett Motion Inc. GTX	14%	+3.3 pp	Mar 2026
O'Reilly Automotive, Inc. ORLY	12%	+0.3 pp	Mar 2026
Versigent PLC VGNT	11%	—	Mar 2026
AutoZone, Inc. AZO	9.2%	−0.9 pp	Jun 2026
Modine Manufacturing Company MOD	6.3%	+0.7 pp	Mar 2026
Atmus Filtration Technologies Inc. ATMU	5.8%	−1.0 pp	Mar 2026
Gentex Corporation GNTX	5.6%	+0.8 pp	Jun 2026
XPEL, Inc. XPEL	4.6%	0.0 pp	Mar 2026
Autoliv, Inc. ALV	4.3%	−1.5 pp	Jun 2026
BorgWarner Inc. BWA	3.2%	+0.9 pp	Mar 2026
Allison Transmission Holdings, Inc. ALSN	3.2%	−2.1 pp	Mar 2026
Visteon Corporation VC	3.1%	−1.4 pp	Jun 2026
Genuine Parts Company GPC	3.0%	−0.5 pp	Jun 2026
Dorman Products, Inc. DORM	3.0%	−1.4 pp	Mar 2026
Lear Corporation LEA	2.8%	+0.1 pp	Jun 2026
PHINIA Inc. PHIN	2.5%	+0.3 pp	Mar 2026
Adient plc ADNT	2.5%	+6.5 pp	Mar 2026
Magna International Inc. MGA	2.3%	+0.7 pp	Mar 2026
Aptiv PLC APTV	2.0%	−0.5 pp	Mar 2026
Douglas Dynamics, Inc. PLOW	1.9%	+1.2 pp	Mar 2026
LKQ Corporation LKQ	1.8%	−0.4 pp	Mar 2026
Dana Incorporated DAN	1.3%	+1.1 pp	Mar 2026
Advance Auto Parts, Inc. AAP	1.0%	+3.0 pp	Jun 2026
Gentherm Incorporated THRM	1.0%	−1.5 pp	Jun 2026
Mobileye Global Inc. MBLY	-0.3%	+0.2 pp	Jun 2026
Dauch Corporation DCH	-0.5%	−1.6 pp	Mar 2026
The Goodyear Tire & Rubber Company GT	-0.7%	−0.6 pp	Mar 2026
QuantumScape Corporation QS	-9.5%	+0.8 pp	Jun 2026
Aurora Innovation, Inc. AUR	-12%	−1.4 pp	Mar 2026

Full 20-quarter history · every available company

ROCE · reported quarter history

Showing the 12 largest of 29 companies with a series here. The remaining 17 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Allison Transmission Holdings, Inc. · ALSN

Sep 20213.6%

Dec 20214.3%

Mar 20225.0%

Jun 20224.6%

Sep 20225.0%

Dec 20224.7%

Mar 20235.5%

Jun 20235.7%

Sep 20235.2%

Dec 20235.2%

Mar 20245.3%

Jun 20245.8%

Sep 20245.6%

Dec 20245.0%

Mar 20255.3%

Jun 20255.3%

Sep 20254.1%

Dec 20253.3%

Mar 20263.2%

Jun 2026—

Aptiv PLC · APTV

Sep 20211.6%

Dec 20211.9%

Mar 20221.7%

Jun 20220.7%

Sep 20223.2%

Dec 20222.9%

Mar 20232.1%

Jun 20232.5%

Sep 20232.6%

Dec 20231.9%

Mar 20242.4%

Jun 20242.4%

Sep 20242.6%

Dec 20242.5%

Mar 20252.5%

Jun 20252.6%

Sep 2025-0.9%

Dec 20252.3%

Mar 20262.0%

Jun 2026—

Aurora Innovation, Inc. · AUR

Sep 2021-17%

Dec 2021-11%

Mar 2022-6.4%

Jun 2022-72%

Sep 2022-13%

Dec 2022-11%

Mar 2023-7.9%

Jun 2023-11%

Sep 2023-9.5%

Dec 2023-9.8%

Mar 2024-10%

Jun 2024-12%

Sep 2024-8.8%

Dec 2024-9.6%

Mar 2025-11%

Jun 2025-12%

Sep 2025-9.7%

Dec 2025-11%

Mar 2026-12%

Jun 2026—

Autoliv, Inc. · ALV

Sep 20212.1%

Dec 20213.6%

Mar 20222.8%

Jun 20222.8%

Sep 20224.0%

Dec 20225.2%

Mar 20232.7%

Jun 20232.3%

Sep 20235.8%

Dec 20235.7%

Mar 20244.2%

Jun 20244.9%

Sep 20245.4%

Dec 20248.3%

Mar 20255.7%

Jun 20255.8%

Sep 20256.2%

Dec 20257.2%

Mar 20265.2%

Jun 20264.3%

AutoZone, Inc. · AZO

Sep 2021—

Dec 202110%

Mar 20229.1%

Jun 202212%

Sep 202216%

Dec 202211%

Mar 202310%

Jun 202313%

Sep 202317%

Dec 202312%

Mar 202410%

Jun 202412%

Sep 202416%

Dec 202411%

Mar 20258.4%

Jun 202510%

Sep 202513%

Dec 20258.5%

Mar 20267.2%

Jun 20269.2%

BorgWarner Inc. · BWA

Sep 20212.3%

Dec 20211.4%

Mar 20222.8%

Jun 20222.1%

Sep 20222.1%

Dec 20222.1%

Mar 20232.1%

Jun 20232.6%

Sep 20232.4%

Dec 20232.4%

Mar 20242.5%

Jun 20242.5%

Sep 20242.5%

Dec 2024-3.0%

Mar 20252.3%

Jun 20252.7%

Sep 20252.2%

Dec 2025-2.3%

Mar 20263.2%

Jun 2026—

Genuine Parts Company · GPC

Sep 20214.0%

Dec 20214.4%

Mar 20224.0%

Jun 20226.2%

Sep 20225.3%

Dec 20224.2%

Mar 20234.5%

Jun 20235.0%

Sep 20235.1%

Dec 20234.4%

Mar 20243.4%

Jun 20244.2%

Sep 20243.2%

Dec 20241.8%

Mar 20252.8%

Jun 20253.5%

Sep 20253.0%

Dec 2025-0.4%

Mar 20262.6%

Jun 20263.0%

Lear Corporation · LEA

Sep 2021—

Dec 20210.6%

Mar 2022—

Jun 20221.5%

Sep 20221.7%

Dec 20222.4%

Mar 2023—

Jun 20232.7%

Sep 20233.0%

Dec 20232.5%

Mar 20242.2%

Jun 20242.9%

Sep 20242.5%

Dec 20242.4%

Mar 20252.1%

Jun 20252.7%

Sep 20252.1%

Dec 20251.7%

Mar 2026—

Jun 20262.8%

Magna International Inc. · MGA

Sep 20211.1%

Dec 20212.6%

Mar 20222.6%

Jun 20221.8%

Sep 20222.3%

Dec 20221.9%

Mar 20232.2%

Jun 20233.2%

Sep 20233.1%

Dec 20232.9%

Mar 20242.2%

Jun 20242.8%

Sep 20242.9%

Dec 20243.2%

Mar 20251.6%

Jun 20252.6%

Sep 20252.6%

Dec 20253.7%

Mar 20262.3%

Jun 2026—

Mobileye Global Inc. · MBLY

Sep 2021-0.1%

Dec 2021-0.3%

Mar 2022—

Jun 2022-0.6%

Sep 20220.2%

Dec 2022-0.2%

Mar 2023—

Jun 2023-0.5%

Sep 2023-0.2%

Dec 20230.0%

Mar 2024-1.6%

Jun 2024-0.6%

Sep 2024-21%

Dec 2024-0.6%

Mar 2025-0.9%

Jun 2025-0.5%

Sep 2025-0.9%

Dec 2025-1.2%

Mar 2026-38%

Jun 2026-0.3%

Modine Manufacturing Company · MOD

Sep 20211.1%

Dec 20218.7%

Mar 20222.4%

Jun 20222.9%

Sep 20224.1%

Dec 20224.1%

Mar 20234.9%

Jun 20236.6%

Sep 20236.5%

Dec 20235.7%

Mar 20244.0%

Jun 20246.1%

Sep 20246.0%

Dec 20244.7%

Mar 20255.6%

Jun 20255.0%

Sep 20254.7%

Dec 20255.5%

Mar 20266.3%

Jun 2026—

O'Reilly Automotive, Inc. · ORLY

Sep 202112%

Dec 202111%

Mar 202212%

Jun 202214%

Sep 202214%

Dec 202212%

Mar 202313%

Jun 202315%

Sep 202316%

Dec 202312%

Mar 202413%

Jun 202415%

Sep 202415%

Dec 202412%

Mar 202511%

Jun 202514%

Sep 202514%

Dec 202512%

Mar 202612%

Jun 2026—

ROCE change · reported quarter history

Showing the 12 largest of 28 companies with a series here. The remaining 16 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Allison Transmission Holdings, Inc. · ALSN

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022+1.4 pp

Dec 2022+0.4 pp

Mar 2023+0.5 pp

Jun 2023+1.1 pp

Sep 2023+0.2 pp

Dec 2023+0.5 pp

Mar 2024−0.2 pp

Jun 2024+0.1 pp

Sep 2024+0.4 pp

Dec 2024−0.2 pp

Mar 20250.0 pp

Jun 2025−0.5 pp

Sep 2025−1.5 pp

Dec 2025−1.7 pp

Mar 2026−2.1 pp

Jun 2026—

Aptiv PLC · APTV

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022+1.6 pp

Dec 2022+1.0 pp

Mar 2023+0.4 pp

Jun 2023+1.8 pp

Sep 2023−0.6 pp

Dec 2023−1.0 pp

Mar 2024+0.3 pp

Jun 2024−0.1 pp

Sep 20240.0 pp

Dec 2024+0.6 pp

Mar 2025+0.1 pp

Jun 2025+0.2 pp

Sep 2025−3.5 pp

Dec 2025−0.2 pp

Mar 2026−0.5 pp

Jun 2026—

Aurora Innovation, Inc. · AUR

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022+3.8 pp

Dec 2022−0.3 pp

Mar 2023−1.5 pp

Jun 2023+61.3 pp

Sep 2023+3.2 pp

Dec 2023+1.5 pp

Mar 2024−2.4 pp

Jun 2024−0.6 pp

Sep 2024+0.7 pp

Dec 2024+0.2 pp

Mar 2025−0.5 pp

Jun 20250.0 pp

Sep 2025−0.9 pp

Dec 2025−1.6 pp

Mar 2026−1.4 pp

Jun 2026—

Autoliv, Inc. · ALV

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022+1.9 pp

Dec 2022+1.6 pp

Mar 2023−0.1 pp

Jun 2023−0.5 pp

Sep 2023+1.8 pp

Dec 2023+0.5 pp

Mar 2024+1.5 pp

Jun 2024+2.6 pp

Sep 2024−0.4 pp

Dec 2024+2.6 pp

Mar 2025+1.5 pp

Jun 2025+0.9 pp

Sep 2025+0.8 pp

Dec 2025−1.1 pp

Mar 2026−0.5 pp

Jun 2026−1.5 pp

AutoZone, Inc. · AZO

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022+0.7 pp

Mar 2023+1.0 pp

Jun 2023+1.0 pp

Sep 2023+1.3 pp

Dec 2023+0.9 pp

Mar 2024−0.1 pp

Jun 2024−0.6 pp

Sep 2024−1.0 pp

Dec 2024−1.5 pp

Mar 2025−1.6 pp

Jun 2025−1.9 pp

Sep 2025−3.2 pp

Dec 2025−2.0 pp

Mar 2026−1.2 pp

Jun 2026−0.9 pp

BorgWarner Inc. · BWA

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022−0.2 pp

Dec 2022+0.7 pp

Mar 2023−0.7 pp

Jun 2023+0.5 pp

Sep 2023+0.3 pp

Dec 2023+0.3 pp

Mar 2024+0.4 pp

Jun 2024−0.1 pp

Sep 2024+0.1 pp

Dec 2024−5.4 pp

Mar 2025−0.2 pp

Jun 2025+0.2 pp

Sep 2025−0.3 pp

Dec 2025+0.7 pp

Mar 2026+0.9 pp

Jun 2026—

Genuine Parts Company · GPC

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022+1.3 pp

Dec 2022−0.2 pp

Mar 2023+0.5 pp

Jun 2023−1.2 pp

Sep 2023−0.2 pp

Dec 2023+0.2 pp

Mar 2024−1.1 pp

Jun 2024−0.8 pp

Sep 2024−1.9 pp

Dec 2024−2.6 pp

Mar 2025−0.6 pp

Jun 2025−0.7 pp

Sep 2025−0.2 pp

Dec 2025−2.2 pp

Mar 2026−0.2 pp

Jun 2026−0.5 pp

Lear Corporation · LEA

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022+1.8 pp

Mar 2023—

Jun 2023+1.2 pp

Sep 2023+1.3 pp

Dec 2023+0.1 pp

Mar 2024—

Jun 2024+0.2 pp

Sep 2024−0.5 pp

Dec 2024−0.1 pp

Mar 2025−0.1 pp

Jun 2025−0.2 pp

Sep 2025−0.4 pp

Dec 2025−0.7 pp

Mar 2026—

Jun 2026+0.1 pp

Magna International Inc. · MGA

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022+1.2 pp

Dec 2022−0.7 pp

Mar 2023−0.4 pp

Jun 2023+1.4 pp

Sep 2023+0.8 pp

Dec 2023+1.0 pp

Mar 20240.0 pp

Jun 2024−0.4 pp

Sep 2024−0.2 pp

Dec 2024+0.3 pp

Mar 2025−0.6 pp

Jun 2025−0.2 pp

Sep 2025−0.3 pp

Dec 2025+0.5 pp

Mar 2026+0.7 pp

Jun 2026—

Mobileye Global Inc. · MBLY

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022+0.3 pp

Dec 2022+0.1 pp

Mar 2023—

Jun 2023+0.1 pp

Sep 2023−0.4 pp

Dec 2023+0.2 pp

Mar 2024—

Jun 2024−0.1 pp

Sep 2024−20.3 pp

Dec 2024−0.6 pp

Mar 2025+0.7 pp

Jun 2025+0.1 pp

Sep 2025+19.6 pp

Dec 2025−0.6 pp

Mar 2026−37.1 pp

Jun 2026+0.2 pp

Modine Manufacturing Company · MOD

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022+3.0 pp

Dec 2022−4.6 pp

Mar 2023+2.5 pp

Jun 2023+3.7 pp

Sep 2023+2.4 pp

Dec 2023+1.6 pp

Mar 2024−0.9 pp

Jun 2024−0.5 pp

Sep 2024−0.5 pp

Dec 2024−1.0 pp

Mar 2025+1.6 pp

Jun 2025−1.1 pp

Sep 2025−1.3 pp

Dec 2025+0.8 pp

Mar 2026+0.7 pp

Jun 2026—

O'Reilly Automotive, Inc. · ORLY

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022+2.5 pp

Dec 2022+0.9 pp

Mar 2023+1.2 pp

Jun 2023+1.7 pp

Sep 2023+1.7 pp

Dec 2023+0.2 pp

Mar 2024−0.2 pp

Jun 2024−0.6 pp

Sep 2024−1.3 pp

Dec 2024−0.7 pp

Mar 2025−1.3 pp

Jun 2025−0.9 pp

Sep 2025−0.8 pp

Dec 20250.0 pp

Mar 2026+0.3 pp

Jun 2026—

07 · compare level, then change

Valuation Against Growth & Quality

Garrett Motion Inc. has the lowest Guarded PEG among the 29 Auto Parts companies compared here, at 0.33×. Magna International Inc. is next at 0.38×. Dana Incorporated has the lowest P/E at 3.06×, so level and change sit with different companies. 13 of 29 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: Garrett Motion Inc. has the lowest comparable Guarded PEG at 0.33×, 13.2% below Magna International Inc.. Only 13 of 29 companies pass the guard, so no broad “cheapest stock” conclusion is defensible unless the current multiple, own-history position and growth durability agree.

LeaderGarrett Motion Inc. · 0.33×

Gap13.2% versus #2 · Magna International Inc.

Persistence0/8 recent comparable periods

Coverage13/29 companies · 90 observations

Investor read: Treat valuation as permission to investigate, never as a standalone reason to buy.

This conclusion weakens if: The next two comparable reports reverse the current p/e signal.

PEG is shown only when earnings are positive and three-year EPS growth is between 5% and 60%. It is recomputed consistently as the trailing P/E divided by that growth rate — reported earnings, never an expected-earnings multiple. On Indian companies it is shown only where the two data sources reconciled. A missing PEG is more honest than a low-base fiction.

Guarded PEGlowest PEG

1Garrett Motion Inc. GTX0.3

2Magna International Inc. MGA0.4

3Aptiv PLC APTV0.7

4Allison Transmission Holdings, Inc. ALSN0.7

5Douglas Dynamics, Inc. PLOW1.0

P/Elowest P/E

1Dana Incorporated DAN3.1

2The Goodyear Tire & Rubber Company GT7.5

3Garrett Motion Inc. GTX10.6

4Lear Corporation LEA11.9

5Visteon Corporation VC13.0

Valuation · company comparison

13/29 level · 26/29 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

Company	Guarded PEG	P/E	Reported
Modine Manufacturing Company MOD	3.1	95.9	Mar 2026
AutoZone, Inc. AZO	2.4	24.0	Jun 2026
O'Reilly Automotive, Inc. ORLY	2.3	30.2	Mar 2026
Dorman Products, Inc. DORM	2.3	16.9	Mar 2026
XPEL, Inc. XPEL	2.0	23.2	Mar 2026
Gentex Corporation GNTX	1.7	13.4	Jun 2026
Autoliv, Inc. ALV	1.6	13.6	Jun 2026
Atmus Filtration Technologies Inc. ATMU	1.5	22.3	Mar 2026
Genuine Parts Company GPC	1.2	471.9	Jun 2026
BorgWarner Inc. BWA	1.2	32.1	Mar 2026
LKQ Corporation LKQ	1.1	14.5	Mar 2026
Douglas Dynamics, Inc. PLOW	1.0	19.0	Mar 2026
Visteon Corporation VC	1.0	13.0	Jun 2026
Allison Transmission Holdings, Inc. ALSN	0.7	18.2	Mar 2026
Aptiv PLC APTV	0.7	41.1	Mar 2026
Dauch Corporation DCH	0.5	18.2	Mar 2026
Magna International Inc. MGA	0.4	23.4	Mar 2026
Garrett Motion Inc. GTX	0.3	10.6	Mar 2026
Lear Corporation LEA	—	11.9	Jun 2026
Advance Auto Parts, Inc. AAP	—	80.8	Jun 2026
Versigent PLC VGNT	—	13.1	Mar 2026
PHINIA Inc. PHIN	—	19.1	Mar 2026
Dana Incorporated DAN	—	3.1	Mar 2026
The Goodyear Tire & Rubber Company GT	—	7.5	Mar 2026
Adient plc ADNT	—	28.5	Mar 2026
Gentherm Incorporated THRM	—	39.2	Jun 2026

Full 20-quarter history · every available company

Guarded PEG · reported quarter history

Showing the 12 largest of 18 companies with a series here. The remaining 6 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Allison Transmission Holdings, Inc. · ALSN

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 20230.2

Jun 20230.2

Sep 20230.2

Dec 20230.2

Mar 20240.5

Jun 20240.7

Sep 20240.7

Dec 20241.1

Mar 20250.7

Jun 20250.7

Sep 2025—

Dec 2025—

Mar 2026—

Jun 2026—

Aptiv PLC · APTV

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 20240.7

Dec 2024—

Mar 2025—

Jun 2025—

Sep 2025—

Dec 2025—

Mar 2026—

Jun 2026—

Autoliv, Inc. · ALV

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 20231.2

Jun 20231.1

Sep 20231.9

Dec 20231.1

Mar 20240.6

Jun 2024—

Sep 20240.2

Dec 20240.3

Mar 20250.3

Jun 20250.6

Sep 20250.5

Dec 20250.7

Mar 20261.6

Jun 2026—

AutoZone, Inc. · AZO

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 20231.7

Sep 20231.4

Dec 20231.2

Mar 20241.1

Jun 20241.5

Sep 20241.7

Dec 20242.4

Mar 2025—

Jun 2025—

Sep 2025—

Dec 2025—

Mar 2026—

Jun 2026—

BorgWarner Inc. · BWA

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 20230.6

Jun 20230.4

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 20240.3

Dec 2024—

Mar 2025—

Jun 2025—

Sep 2025—

Dec 2025—

Mar 20261.2

Jun 2026—

Garrett Motion Inc. · GTX

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 20250.2

Sep 20250.2

Dec 20250.6

Mar 20260.3

Jun 2026—

Gentex Corporation · GNTX

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 20231.1

Sep 20230.7

Dec 20230.5

Mar 20240.6

Jun 20241.3

Sep 20241.7

Dec 2024—

Mar 2025—

Jun 2025—

Sep 2025—

Dec 2025—

Mar 2026—

Jun 2026—

Genuine Parts Company · GPC

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 20230.6

Jun 20231.8

Sep 20232.7

Dec 20231.2

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 2025—

Sep 2025—

Dec 2025—

Mar 2026—

Jun 2026—

LKQ Corporation · LKQ

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 20231.1

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 2025—

Sep 2025—

Dec 2025—

Mar 2026—

Jun 2026—

Magna International Inc. · MGA

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 20230.4

Sep 20231.2

Dec 2023—

Mar 2024—

Jun 20242.1

Sep 2024—

Dec 2024—

Mar 20250.6

Jun 20250.4

Sep 2025—

Dec 2025—

Mar 2026—

Jun 2026—

Modine Manufacturing Company · MOD

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 20246.0

Jun 2024—

Sep 2024—

Dec 2024—

Mar 20251.7

Jun 20252.0

Sep 20253.1

Dec 2025—

Mar 2026—

Jun 2026—

O'Reilly Automotive, Inc. · ORLY

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 20232.2

Jun 20231.9

Sep 20231.6

Dec 20231.6

Mar 20242.1

Jun 20242.6

Sep 20244.0

Dec 20245.8

Mar 2025—

Jun 20256.1

Sep 20255.3

Dec 20253.2

Mar 20262.3

Jun 2026—

P/E · reported quarter history

Showing the 12 largest of 26 companies with a series here. The remaining 14 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Allison Transmission Holdings, Inc. · ALSN

Sep 202110.1

Dec 20218.8

Mar 20229.0

Jun 20228.4

Sep 20226.5

Dec 20227.5

Mar 20237.4

Jun 20238.4

Sep 20238.4

Dec 20237.9

Mar 202410.8

Jun 20249.9

Sep 202411.7

Dec 202413.0

Mar 202511.1

Jun 202510.1

Sep 202510.4

Dec 202513.4

Mar 202618.2

Jun 2026—

Aptiv PLC · APTV

Sep 202150.8

Dec 202185.0

Mar 2022100.6

Jun 2022212.1

Sep 202268.0

Dec 202247.5

Mar 202350.5

Jun 202331.0

Sep 202312.3

Dec 20238.6

Mar 20247.5

Jun 20245.3

Sep 20248.0

Dec 20248.7

Mar 20259.9

Jun 202515.6

Sep 202568.4

Dec 2025101.5

Mar 202641.1

Jun 2026—

Autoliv, Inc. · ALV

Sep 202114.8

Dec 202120.9

Mar 202218.6

Jun 202218.6

Sep 202215.3

Dec 202215.8

Mar 202319.5

Jun 202319.0

Sep 202319.9

Dec 202319.3

Mar 202418.8

Jun 202414.2

Sep 202412.1

Dec 202411.7

Mar 202510.2

Jun 202512.2

Sep 202512.7

Dec 202512.4

Mar 202611.3

Jun 202613.6

AutoZone, Inc. · AZO

Sep 2021—

Dec 202118.1

Mar 202217.7

Jun 202217.7

Sep 202218.5

Dec 202220.6

Mar 202320.7

Jun 202321.2

Sep 202318.5

Dec 202319.1

Mar 202418.9

Jun 202420.4

Sep 202421.3

Dec 202420.7

Mar 202523.2

Jun 202524.8

Sep 202529.0

Dec 202527.2

Mar 202627.0

Jun 202624.0

BorgWarner Inc. · BWA

Sep 202111.8

Dec 202127.7

Mar 202212.2

Jun 202210.9

Sep 20229.2

Dec 202213.2

Mar 202312.5

Jun 202312.3

Sep 202312.8

Dec 202313.4

Mar 202411.9

Jun 20249.7

Sep 20249.0

Dec 202421.2

Mar 202521.5

Jun 202534.5

Sep 202568.7

Dec 202535.2

Mar 202632.1

Jun 2026—

Garrett Motion Inc. · GTX

Sep 20215.0

Dec 20215.2

Mar 20224.0

Jun 202211.4

Sep 20227.1

Dec 202210.2

Mar 202310.6

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 20248.5

Sep 20248.0

Dec 20247.2

Mar 20256.5

Jun 20257.4

Sep 20258.7

Dec 202511.5

Mar 202610.6

Jun 2026—

Genuine Parts Company · GPC

Sep 202121.5

Dec 202122.5

Mar 202219.5

Jun 202217.2

Sep 202217.9

Dec 202220.9

Mar 202319.2

Jun 202319.8

Sep 202316.3

Dec 202314.8

Mar 202417.3

Jun 202416.0

Sep 202418.0

Dec 202418.1

Mar 202519.6

Jun 202520.9

Sep 202523.9

Dec 2025261.6

Mar 2026245.9

Jun 2026471.9

Lear Corporation · LEA

Sep 2021—

Dec 202117.4

Mar 2022—

Jun 202239.2

Sep 202267.4

Dec 202231.0

Mar 2023—

Jun 202319.8

Sep 202316.4

Dec 202314.6

Mar 202415.8

Jun 202412.2

Sep 202411.9

Dec 202410.6

Mar 202510.3

Jun 202511.0

Sep 202512.4

Dec 202514.1

Mar 2026—

Jun 202611.9

LKQ Corporation · LKQ

Sep 202114.6

Dec 202116.4

Mar 202212.2

Jun 202211.7

Sep 202211.3

Dec 202213.0

Mar 202313.6

Jun 202315.6

Sep 202314.0

Dec 202313.7

Mar 202417.2

Jun 202415.1

Sep 202414.7

Dec 202414.0

Mar 202515.9

Jun 202513.6

Sep 202511.3

Dec 202512.9

Mar 202614.5

Jun 2026—

Magna International Inc. · MGA

Sep 202112.7

Dec 202116.2

Mar 202215.3

Jun 202224.3

Sep 202214.7

Dec 202227.6

Mar 202335.2

Jun 202317.4

Sep 202314.8

Dec 202314.0

Mar 202415.5

Jun 202412.2

Sep 202411.0

Dec 202411.9

Mar 20258.5

Jun 20259.1

Sep 202512.9

Dec 202518.2

Mar 202623.4

Jun 2026—

Modine Manufacturing Company · MOD

Sep 2021—

Dec 20218.6

Mar 20225.6

Jun 20225.7

Sep 20225.6

Dec 202214.7

Mar 20238.0

Jun 20239.5

Sep 202311.8

Dec 202314.1

Mar 202431.4

Jun 202432.7

Sep 202443.5

Dec 202438.9

Mar 202522.4

Jun 202528.2

Sep 202541.1

Dec 202574.2

Mar 202695.9

Jun 2026—

O'Reilly Automotive, Inc. · ORLY

Sep 202121.2

Dec 202122.7

Mar 202221.9

Jun 202220.0

Sep 202221.5

Dec 202225.2

Mar 202324.5

Jun 202326.5

Sep 202324.2

Dec 202324.7

Mar 202428.7

Jun 202426.6

Sep 202428.5

Dec 202429.2

Mar 202535.2

Jun 202532.3

Sep 202537.4

Dec 202530.7

Mar 202630.2

Jun 2026—

08 · compare level, then change

Enterprise Value & Book Value

Mobileye Global Inc. has the lowest EV/EBITDA among the 29 Auto Parts companies compared here, at 3.18×. Adient plc is next at 4.5×. The same company also holds the lowest P/BV, at 0.23×. 27 of 29 companies report a comparable reading, the latest through Jun 2026. Its EV/EBITDA series carries 12 reported observations across the 20-quarter window.

What the numbers say: Mobileye Global Inc. leads both ev/ebitda at 3.18× and p/bv at 0.23×.

LeaderMobileye Global Inc. · 3.18×

Gap29.3% versus #2 · Adient plc

Persistence0/8 recent comparable periods

Coverage27/29 companies · 467 observations

Investor read: Treat valuation as permission to investigate, never as a standalone reason to buy.

This conclusion weakens if: The next two comparable reports reverse the current p/bv signal.

EV/EBITDA includes debt in enterprise value and is useful across different capital structures. P/BV prices the company against its own book. Both are market multiples on reported figures, not intrinsic-value estimates and not forecasts.

EV/EBITDAlowest EV/EBITDA

1Mobileye Global Inc. MBLY3.2

2Adient plc ADNT4.5

3Lear Corporation LEA5.5

4Versigent PLC VGNT6.2

5The Goodyear Tire & Rubber Company GT6.8

P/BVlowest P/BV

1Mobileye Global Inc. MBLY0.2

2The Goodyear Tire & Rubber Company GT0.7

3Adient plc ADNT0.9

4Dauch Corporation DCH0.9

5LKQ Corporation LKQ1.2

Enterprise and book valuation · company comparison

27/29 level · 26/29 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

Company	EV/EBITDA	P/BV	Reported
Modine Manufacturing Company MOD	28.0	9.6	Mar 2026
O'Reilly Automotive, Inc. ORLY	20.9	-72.0	Mar 2026
BorgWarner Inc. BWA	20.7	2.1	Mar 2026
Atmus Filtration Technologies Inc. ATMU	17.3	11.5	Mar 2026
AutoZone, Inc. AZO	16.3	-20.6	Jun 2026
XPEL, Inc. XPEL	15.3	4.2	Mar 2026
Genuine Parts Company GPC	15.1	3.6	Jun 2026
Advance Auto Parts, Inc. AAP	13.9	1.6	Jun 2026
Allison Transmission Holdings, Inc. ALSN	13.7	5.1	Mar 2026
Douglas Dynamics, Inc. PLOW	12.6	3.5	Mar 2026
PHINIA Inc. PHIN	12.5	1.7	Mar 2026
Dorman Products, Inc. DORM	10.9	2.1	Mar 2026
Aptiv PLC APTV	10.2	1.6	Mar 2026
Dauch Corporation DCH	10.2	0.9	Mar 2026
Gentex Corporation GNTX	10.1	1.9	Jun 2026
Gentherm Incorporated THRM	9.7	1.5	Jun 2026
Magna International Inc. MGA	9.4	1.3	Mar 2026
LKQ Corporation LKQ	9.1	1.2	Mar 2026
Dana Incorporated DAN	8.3	1.9	Mar 2026
Garrett Motion Inc. GTX	7.5	-4.4	Mar 2026
Autoliv, Inc. ALV	7.1	3.4	Jun 2026
Visteon Corporation VC	6.8	1.6	Jun 2026
The Goodyear Tire & Rubber Company GT	6.8	0.7	Mar 2026
Versigent PLC VGNT	6.2	15.8	Mar 2026
Lear Corporation LEA	5.5	1.2	Jun 2026
Adient plc ADNT	4.5	0.9	Mar 2026
Mobileye Global Inc. MBLY	3.2	0.2	Jun 2026
Aurora Innovation, Inc. AUR	—	4.1	Mar 2026
QuantumScape Corporation QS	—	3.5	Jun 2026

Full 20-quarter history · every available company

EV/EBITDA · reported quarter history

Showing the 12 largest of 27 companies with a series here. The remaining 15 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Allison Transmission Holdings, Inc. · ALSN

Sep 20217.7

Dec 20217.3

Mar 20227.3

Jun 20227.1

Sep 20225.9

Dec 20226.5

Mar 20236.5

Jun 20237.1

Sep 20237.0

Dec 20236.6

Mar 20248.4

Jun 20247.7

Sep 20248.9

Dec 20249.8

Mar 20258.7

Jun 20258.5

Sep 20258.0

Dec 20259.5

Mar 202613.7

Jun 2026—

Aptiv PLC · APTV

Sep 202119.4

Dec 202123.5

Mar 202219.4

Jun 202216.6

Sep 202212.6

Dec 202215.2

Mar 202317.0

Jun 202314.0

Sep 202313.3

Dec 202312.3

Mar 202410.8

Jun 20249.3

Sep 20249.5

Dec 20247.7

Mar 20257.3

Jun 20257.6

Sep 202511.4

Dec 202510.4

Mar 202610.2

Jun 2026—

Autoliv, Inc. · ALV

Sep 20217.3

Dec 20219.6

Mar 20228.2

Jun 20228.4

Sep 20227.4

Dec 20227.8

Mar 20239.6

Jun 20238.9

Sep 20239.3

Dec 202310.0

Mar 202410.3

Jun 20248.4

Sep 20247.6

Dec 20246.6

Mar 20256.2

Jun 20257.2

Sep 20257.6

Dec 20257.1

Mar 20266.6

Jun 20267.1

AutoZone, Inc. · AZO

Sep 2021—

Dec 202113.0

Mar 202213.0

Jun 202213.2

Sep 202213.6

Dec 202215.0

Mar 202315.2

Jun 202315.5

Sep 202313.7

Dec 202313.9

Mar 202413.8

Jun 202414.5

Sep 202415.2

Dec 202414.8

Mar 202516.2

Jun 202517.0

Sep 202519.4

Dec 202518.3

Mar 202618.1

Jun 202616.3

BorgWarner Inc. · BWA

Sep 202110.4

Dec 202113.5

Mar 202210.3

Jun 20229.6

Sep 20229.1

Dec 202211.6

Mar 202312.7

Jun 202312.1

Sep 202310.9

Dec 20236.2

Mar 20249.2

Jun 20248.7

Sep 20249.7

Dec 20247.5

Mar 202517.6

Jun 202519.5

Sep 202524.9

Dec 20258.8

Mar 202620.7

Jun 2026—

Genuine Parts Company · GPC

Sep 202114.5

Dec 202115.4

Mar 202214.1

Jun 202212.5

Sep 202212.6

Dec 202214.3

Mar 202313.3

Jun 202313.8

Sep 202311.8

Dec 202311.0

Mar 202412.2

Jun 202411.5

Sep 202412.2

Dec 202413.1

Mar 202513.6

Jun 202514.0

Sep 202515.2

Dec 202515.3

Mar 202613.7

Jun 202615.1

Lear Corporation · LEA

Sep 2021—

Dec 20217.6

Mar 2022—

Jun 20229.4

Sep 20229.3

Dec 20227.7

Mar 2023—

Jun 20237.5

Sep 20237.1

Dec 20236.4

Mar 20246.8

Jun 20245.6

Sep 20245.5

Dec 20244.6

Mar 20254.6

Jun 20254.8

Sep 20255.0

Dec 20255.6

Mar 2026—

Jun 20265.5

LKQ Corporation · LKQ

Sep 202110.3

Dec 202112.1

Mar 20229.5

Jun 20229.1

Sep 20228.8

Dec 20229.8

Mar 202310.3

Jun 202311.3

Sep 202311.2

Dec 202311.0

Mar 202412.2

Jun 202410.6

Sep 202410.2

Dec 20249.5

Mar 202510.7

Jun 20259.8

Sep 20258.5

Dec 20258.8

Mar 20269.1

Jun 2026—

Magna International Inc. · MGA

Sep 202110.7

Dec 202114.2

Mar 202213.4

Jun 202213.1

Sep 20225.6

Dec 202224.0

Mar 20237.9

Jun 202313.1

Sep 202311.8

Dec 202311.5

Mar 202411.0

Jun 20249.4

Sep 20249.3

Dec 20244.5

Mar 20258.2

Jun 20259.0

Sep 202510.0

Dec 20255.1

Mar 20269.4

Jun 2026—

Mobileye Global Inc. · MBLY

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 202251.1

Mar 2023—

Jun 202369.7

Sep 202370.0

Dec 202365.7

Mar 202449.6

Jun 202443.1

Sep 202420.5

Dec 2024—

Mar 2025106.5

Jun 2025—

Sep 202574.4

Dec 202586.4

Mar 202648.0

Jun 20263.2

Modine Manufacturing Company · MOD

Sep 2021—

Dec 20216.2

Mar 20224.7

Jun 20224.6

Sep 20224.5

Dec 20227.6

Mar 20237.3

Jun 20238.1

Sep 20239.5

Dec 202311.1

Mar 202418.1

Jun 202418.1

Sep 202422.4

Dec 202419.4

Mar 202511.9

Jun 202515.4

Sep 202522.2

Dec 202519.4

Mar 202628.0

Jun 2026—

O'Reilly Automotive, Inc. · ORLY

Sep 202115.1

Dec 202116.3

Mar 202215.8

Jun 202214.4

Sep 202215.4

Dec 202217.8

Mar 202317.5

Jun 202318.8

Sep 202317.3

Dec 202317.9

Mar 202420.3

Jun 202418.8

Sep 202420.2

Dec 202420.5

Mar 202524.2

Jun 202522.4

Sep 202525.7

Dec 202521.4

Mar 202620.9

Jun 2026—

P/BV · reported quarter history

Showing the 12 largest of 29 companies with a series here. The remaining 17 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Allison Transmission Holdings, Inc. · ALSN

Sep 20215.2

Dec 20215.7

Mar 20225.6

Jun 20224.9

Sep 20224.1

Dec 20224.4

Mar 20234.2

Jun 20234.8

Sep 20234.5

Dec 20234.1

Mar 20245.3

Jun 20244.5

Sep 20245.1

Dec 20245.6

Mar 20254.9

Jun 20254.5

Sep 20253.8

Dec 20254.3

Mar 20265.1

Jun 2026—

Aptiv PLC · APTV

Sep 20214.9

Dec 20215.4

Mar 20223.9

Jun 20223.0

Sep 20222.6

Dec 20222.9

Mar 20233.4

Jun 20233.1

Sep 20232.6

Dec 20232.2

Mar 20242.0

Jun 20241.6

Sep 20241.9

Dec 20241.6

Mar 20251.5

Jun 20251.5

Sep 20252.0

Dec 20251.8

Mar 20261.6

Jun 2026—

Aurora Innovation, Inc. · AUR

Sep 2021-3.4

Dec 20213.8

Mar 20221.9

Jun 20221.0

Sep 20221.3

Dec 20220.8

Mar 20231.0

Jun 20232.4

Sep 20231.7

Dec 20233.4

Mar 20242.3

Jun 20242.5

Sep 20245.0

Dec 20245.8

Mar 20256.6

Jun 20254.8

Sep 20254.5

Dec 20253.5

Mar 20264.1

Jun 2026—

Autoliv, Inc. · ALV

Sep 20212.9

Dec 20213.4

Mar 20222.5

Jun 20222.5

Sep 20222.3

Dec 20222.5

Mar 20233.1

Jun 20232.9

Sep 20233.3

Dec 20233.6

Mar 20244.1

Jun 20243.8

Sep 20243.3

Dec 20243.2

Mar 20252.9

Jun 20253.5

Sep 20253.7

Dec 20253.5

Mar 20263.0

Jun 20263.4

AutoZone, Inc. · AZO

Sep 2021—

Dec 2021-18.1

Mar 2022-12.4

Jun 2022-11.6

Sep 2022-11.7

Dec 2022-12.1

Mar 2023-11.3

Jun 2023-11.4

Sep 2023-10.1

Dec 2023-8.7

Mar 2024-9.6

Jun 2024-10.2

Sep 2024-11.3

Dec 2024-11.2

Mar 2025-13.0

Jun 2025-15.4

Sep 2025-20.5

Dec 2025-20.0

Mar 2026-21.9

Jun 2026-20.6

BorgWarner Inc. · BWA

Sep 20211.4

Dec 20211.4

Mar 20221.2

Jun 20221.0

Sep 20221.0

Dec 20221.2

Mar 20231.4

Jun 20231.3

Sep 20231.7

Dec 20231.4

Mar 20241.4

Jun 20241.2

Sep 20241.3

Dec 20241.3

Mar 20251.1

Jun 20251.2

Sep 20251.6

Dec 20251.7

Mar 20262.1

Jun 2026—

Genuine Parts Company · GPC

Sep 20215.4

Dec 20215.7

Mar 20225.0

Jun 20225.2

Sep 20225.7

Dec 20226.5

Mar 20236.0

Jun 20235.8

Sep 20234.8

Dec 20234.4

Mar 20244.9

Jun 20244.2

Sep 20244.1

Dec 20243.7

Mar 20253.7

Jun 20253.6

Sep 20254.0

Dec 20253.8

Mar 20263.3

Jun 20263.6

Lear Corporation · LEA

Sep 2021—

Dec 20212.1

Mar 2022—

Jun 20221.8

Sep 20221.7

Dec 20221.7

Mar 2023—

Jun 20231.7

Sep 20231.7

Dec 20231.6

Mar 20241.7

Jun 20241.3

Sep 20241.3

Dec 20241.1

Mar 20251.0

Jun 20251.0

Sep 20251.0

Dec 20251.2

Mar 2026—

Jun 20261.2

Magna International Inc. · MGA

Sep 20211.9

Dec 20212.0

Mar 20221.6

Jun 20221.5

Sep 20221.3

Dec 20221.5

Mar 20231.4

Jun 20231.4

Sep 20231.4

Dec 20231.4

Mar 20241.4

Jun 20241.0

Sep 20241.0

Dec 20241.0

Mar 20250.8

Jun 20250.9

Sep 20251.1

Dec 20251.2

Mar 20261.3

Jun 2026—

Mobileye Global Inc. · MBLY

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 20221.9

Mar 2023—

Jun 20232.4

Sep 20232.1

Dec 20232.3

Mar 20241.8

Jun 20241.5

Sep 20241.0

Dec 20241.4

Mar 20251.0

Jun 20251.2

Sep 20250.9

Dec 20250.7

Mar 20260.7

Jun 20260.2

Modine Manufacturing Company · MOD

Sep 20211.6

Dec 20211.2

Mar 20221.0

Jun 20221.2

Sep 20221.5

Dec 20222.1

Mar 20232.0

Jun 20232.7

Sep 20233.6

Dec 20234.3

Mar 20246.7

Jun 20246.7

Sep 20248.1

Dec 20247.1

Mar 20254.4

Jun 20255.1

Sep 20257.1

Dec 20256.3

Mar 20269.6

Jun 2026—

O'Reilly Automotive, Inc. · ORLY

Sep 2021-293.7

Dec 2021-712.6

Mar 2022-137.5

Jun 2022-36.4

Sep 2022-36.6

Dec 2022-49.6

Mar 2023-31.9

Jun 2023-35.5

Sep 2023-30.8

Dec 2023-32.7

Mar 2024-47.9

Jun 2024-38.8

Sep 2024-46.3

Dec 2024-49.7

Mar 2025-60.3

Jun 2025-62.2

Sep 2025-102.1

Dec 2025-100.6

Mar 2026-72.0

Jun 2026—

09 · let price answer last

Market action

Garrett Motion Inc. has the strongest one-year price move in Auto Parts at +132.1%. It also leads on Mansfield relative strength against the S&P 500 at +36.5%. 12 of 28 covered companies are above zero on that measure. Every line covers 314 weekly closes through 2026-07-28.

Every price line is indexed to 100 over the chosen window. Mansfield relative strength compares a price ratio with its own 52-week average; zero separates leadership from lagging.

Price and relative strength

Price is rebased to 100 inside the selected window. Pair ratio rebases each selected company against one chosen denominator.

Before the conclusion · check the blind spots

What can make this comparison misleading?

This Auto Parts comparison names 4 specific ways its own evidence can mislead, all listed below. All 29 companies here report on comparable dates, so no rank carries a stale marker. A high growth rate can still be a low-base artefact.

Keep these limits visible

A high growth rate can be a low-base artefact. The page keeps level and change separate for that reason.
A high ROCE can be temporary or flattered by a small capital base. Read it beside margin, cash conversion and reinvestment.
The 4-Factor Sector Score ranks research priority, not portfolio action. Management quality, catalysts and risks need equally fresh evidence before capital is deployed.
An “all companies” line chart preserves completeness, but rank changes should be checked against reporting dates before drawing a conclusion.

10 · the complete set

Which companies are included?

All 29 companies in the canonical Auto Parts membership are listed below, largest market value first — nothing is silently dropped, even where a company reports too little to rank. The charts above default to a selective view; this register is the complete set, with each company's own latest reporting date beside it.

AHEAD means the company is beating the index by 5% or more over three months. LAGGING, FUNDAMENTALS UP means it is 20% or more behind over a year while its trailing twelve-month earnings grew 20% or more. Both rules are fixed and applied the same way in every sector.

Company	Market value	Price	Priced to	Latest fundamentals
O'Reilly Automotive, Inc. ORLY	$75.6B	$91.2	2026-07-28	Mar 2026
AutoZone, Inc. AZO	$50.9B	$3,119	2026-07-28	Jun 2026
Magna International Inc. MGAAHEAD21/26 WEEKS	$18.8B	$69.0	2026-07-28	Mar 2026
Genuine Parts Company GPCAHEAD	$17.9B	$130	2026-07-28	Jun 2026
BorgWarner Inc. BWAAHEAD25/26 WEEKS	$13.0B	$63.2	2026-07-28	Mar 2026
Aptiv PLC APTV	$12.6B	$59.4	2026-07-28	Mar 2026
Aurora Innovation, Inc. AUR22/26 WEEKS	$12.2B	$6.2	2026-07-28	Mar 2026
Modine Manufacturing Company MOD21/26 WEEKS	$11.0B	$208	2026-07-28	Mar 2026
Allison Transmission Holdings, Inc. ALSN	$10.0B	$121	2026-07-28	Mar 2026
Autoliv, Inc. ALV	$9.1B	$124	2026-07-28	Jun 2026
Lear Corporation LEAAHEAD20/26 WEEKS	$7.4B	$149	2026-07-28	Jun 2026
Mobileye Global Inc. MBLY	$7.2B	$8.4	2026-07-28	Jun 2026
LKQ Corporation LKQ	$6.8B	$26.6	2026-07-28	Mar 2026
Garrett Motion Inc. GTXAHEAD26/26 WEEKS	$5.6B	$29.9	2026-07-28	Mar 2026
Gentex Corporation GNTX	$5.1B	$24.1	2026-07-28	Jun 2026
Atmus Filtration Technologies Inc. ATMU	$4.5B	$54.5	2026-07-28	Mar 2026
Dorman Products, Inc. DORMAHEAD	$4.3B	$143	2026-07-28	Mar 2026
Advance Auto Parts, Inc. AAP18/26 WEEKS	$3.5B	$58.7	2026-07-28	Jun 2026
QuantumScape Corporation QS	$3.2B	$5.2	2026-07-28	Jun 2026
Versigent PLC VGNT	$3.1B	$44.2	2026-07-28	Mar 2026
PHINIA Inc. PHIN20/26 WEEKS	$3.0B	$80.5	2026-07-28	Mar 2026
Dana Incorporated DAN	$2.9B	$27.4	2026-07-28	Mar 2026
Visteon Corporation VC	$2.9B	$107	2026-07-28	Jun 2026
The Goodyear Tire & Rubber Company GT	$2.1B	$7.4	2026-07-28	Mar 2026
Adient plc ADNT	$1.7B	$21.6	2026-07-28	Mar 2026
Dauch Corporation DCH	$1.3B	$5.6	2026-07-28	Mar 2026
Gentherm Incorporated THRMAHEAD	$1.3B	$42.1	2026-07-28	Jun 2026
XPEL, Inc. XPEL	$1.2B	$43.9	2026-07-28	Mar 2026
Douglas Dynamics, Inc. PLOW18/26 WEEKS	$1.0B	$45.1	2026-07-28	Mar 2026

Evidence and freshness

How was this comparison built?

This comparison is built from the reported filings of 29 Auto Parts companies, normalized to a common $ scale and a shared quarter axis of up to 20 quarters each. Fundamentals run through Jun 2026 and market data through 2026-07-28. A second data feed fills gaps only after identity and scale reconciliation, and missing observations are never interpolated.

FundamentalsThrough Jun 2026 · up to 20 quarters per company

Market dataThrough 2026-07-28 · weekly price and relative-strength history

Derived metricsGrowth, changes, CAPEX intensity, net debt, guarded PEG and P/BV÷ROE are calculated only when their inputs are comparable.

Score confidenceMissing and stale evidence reduces confidence and pulls the 0–100 research-priority score toward neutral.

Questions investors ask · short, speakable answers

Auto Parts company comparison FAQs

These 18 answers restate the Auto Parts comparison above in question form. Every one is computed from the same 29 companies and the same reported filings as the rankings and charts, current through Jun 2026. Price and relative-strength answers run through 2026-07-28. Nothing here is estimated, and none of it is a recommendation.

Which Auto Parts company is the biggest?

Magna International Inc. is the largest, with trailing-twelve-month revenue of $42,322 million, ahead of Aptiv PLC at $20,659 million. That covers 20 of 29 companies with comparable reporting through Mar 2026.

Which Auto Parts company is growing fastest?

Modine Manufacturing Company has the fastest revenue growth at 23.1% year on year, across 18 of 29 comparable companies. Fast growth off a small base is not the same as proven scale — check whether the rate holds across several quarters on the chart above before treating it as a trend.

Which Auto Parts company has the best profit margins?

AutoZone, Inc. has the highest operating margin at 19.1%, from 27 of 29 comparable companies. Adient plc shows the biggest recent improvement, at +9.3 percentage points. A high margin matters most when it is holding or rising, not when it is peaking.

Which Auto Parts company makes the most profit?

O'Reilly Automotive, Inc. earns the most, at $2,604 million of trailing-twelve-month net profit, from 20 of 29 comparable companies. PHINIA Inc. has the fastest profit growth at 85.5%, though growth off a small or recovering profit base overstates how much has actually changed.

Which Auto Parts company earns the highest return on capital?

Garrett Motion Inc. leads on return on capital employed at 13.9%, across 29 of 29 companies. Read it beside the length of its reported history: a high return that repeats for years is evidence of a durable business, while a single high reading can be a small capital base or one good year.

Which Auto Parts stock is the cheapest?

On guarded PEG — where a LOWER number is cheaper — Garrett Motion Inc. screens cheapest at 0.33×. Only 13 of 29 companies pass the comparability guard, so this is not a sector-wide "cheapest stock" verdict. Cheap on a multiple is a reason to investigate, never a reason to buy on its own.

Which Auto Parts company has the strongest balance sheet?

Gentex Corporation carries the lowest comparable gross debt at $0 million, from 29 of 29 companies. Absolute rupee debt alone does not settle it, because company scale differs — net debt and debt-to-equity in the chart above carry more information, and a very low-debt balance sheet can also mean under-investment.

Which Auto Parts company is investing most in new capacity?

AutoZone, Inc. reports the largest capital spending at $346 million, across 29 of 29 companies. Spending consumes cash before it earns anything, so treat the ranking as a diligence queue: check commissioning, utilisation and the return earned on the completed assets before reading spend as value creation.

Is the Auto Parts sector beating the market?

Auto Parts has outperformed S&P 500 by 6% over the last 52 weeks and 0.6% over 13 weeks, measured on an equal-weight index of its current members. Inside the sector, 12 of 28 covered companies are beating the market on their own. Sector strength does not transfer evenly to every stock in it.

Which Auto Parts stock has the strongest price momentum?

Garrett Motion Inc. has the strongest relative strength against S&P 500. Relative strength answers last, after growth, quality and valuation: price can move well before the fundamentals confirm it, and sometimes without them confirming at all.

Which Auto Parts company scores highest for research priority?

Garrett Motion Inc. scores 73.4 out of 100 with 76.3% evidence confidence, from 25.8 points on growth and earnings, 16.8 on capital efficiency, 16.3 on valuation and 14.5 on relative strength. This ranks what deserves work next. It is not a buy recommendation, and management quality, catalysts and risk still need separate research.

How many Auto Parts companies does this comparison cover, and over what period?

It compares 29 listed companies over up to 20 reported quarters of fundamentals and 5 fiscal years of capital allocation, ending Jun 2026, plus weekly price and relative-strength history. Membership is the full sector list — nothing is dropped for having thin data.

What is the total market cap of the Auto Parts sector?

The 29 Auto Parts companies on this page carry $299,231 million of combined market value. O'Reilly Automotive, Inc. is the largest at $75,554 million, about 25% of the sector's total on its own. Market value moves with price, so this reading is dated 2026-07-28.

What is the Auto Parts sector's P/E ratio?

The median price-to-earnings ratio across the 29 Auto Parts companies on this page is 19.1×, measured on the 26 that report a comparable figure. A sector-level history for this multiple is not held here, so this is a cross-section of today, not a comparison with the sector’s own past. Figures are as of 2026-07-28.

How is the Auto Parts sector performing?

12 of the 28 covered Auto Parts companies are beating S&P 500 on Mansfield relative strength. The sector itself is 6% ahead of S&P 500 over 52 weeks on an equal-weight index of its current members. Readings are as of 2026-07-28.

How many Auto Parts stocks are listed in the US?

This comparison covers 29 listed Auto Parts companies in the US, each above the size floor the site applies. The full ranked list is on this page, with reported fundamentals through Jun 2026. Membership is the full industry list — nothing is dropped for having thin data.

Why are some values on this page blank?

A blank means that company did not report a comparable figure for that period, so nothing is shown. Missing observations are never interpolated, carried forward, or replaced with a similar-looking accounting line, and a company with missing evidence has its research score pulled toward neutral rather than being scored as bad.

Is this investment advice?

No. Every figure here is a deterministic calculation from reported company filings and market data, published for research. It contains no recommendation to buy or sell any security, does not account for your circumstances, and is not a substitute for advice from a licensed adviser.