Sector Alpha Week of 2026-08-04
20-quarter listed-company comparison

Auto Parts Stocks

Auto Parts: Aptiv PLC owns the largest revenue base; Douglas Dynamics, Inc. has the fastest current growth.

01 · the industry itself · before any single company

How has Auto Parts moved against S&P 500?

The line below covers up to 5.2 years and opens on the 5Y view; the buttons cut it shorter. Over the most recent two of them this industry is 15% ahead of S&P 500. Earnings across its companies fell 8% on average over the last four reported quarters.

BASING · +-1 joined~Price up, without the fundamentals confirming9 of 43 companies ahead of S&P 500 by 5% or more over three months

RS — · 23/43 >200d (+2) · 9/43 lead (−1) · EPS 25/43↑

20030020262025202420232022 310348 TRAILING 12-MONTH EPS · 100 AT THE START0100120Mar 22Sep 22Mar 23Sep 23Mar 24Sep 24Mar 25Sep 25Mar 26Mar 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 21 reportingJun 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 24 reportingSep 2022 · trailing 12-month earnings per share at 102, against 100 at the start · no comparable year yet · 26 reportingDec 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 29 reportingMar 2023 · trailing 12-month earnings per share at 109, against 100 at the start · up 11.9% on a year ago · 24 reportingJun 2023 · trailing 12-month earnings per share at 107, against 100 at the start · up 11.6% on a year ago · 27 reportingSep 2023 · trailing 12-month earnings per share at 98, against 100 at the start · up 6.1% on a year ago · 29 reportingDec 2023 · trailing 12-month earnings per share at 95, against 100 at the start · up 3.3% on a year ago · 29 reportingMar 2024 · trailing 12-month earnings per share at 100, against 100 at the start · up 10.3% on a year ago · 26 reportingJun 2024 · trailing 12-month earnings per share at 108, against 100 at the start · up 1.1% on a year ago · 27 reportingSep 2024 · trailing 12-month earnings per share at 120, against 100 at the start · up 5.9% on a year ago · 27 reportingDec 2024 · trailing 12-month earnings per share at 100, against 100 at the start · down 16.6% on a year ago · 27 reportingMar 2025 · trailing 12-month earnings per share at 102, against 100 at the start · down 8.9% on a year ago · 26 reportingJun 2025 · trailing 12-month earnings per share at 101, against 100 at the start · up 2.2% on a year ago · 27 reportingSep 2025 · trailing 12-month earnings per share at 90, against 100 at the start · down 4.1% on a year ago · 27 reportingDec 2025 · trailing 12-month earnings per share at 84, against 100 at the start · down 11.8% on a year ago · 27 reportingMar 2026 · trailing 12-month earnings per share at 103, against 100 at the start · down 18.1% on a year ago · 26 reportingNot reported yet — earnings trail price by a quarter or two103 · Mar 26No earnings on file this far back — the price series reaches further than the filings do
20030020262025202420232022 310348 TRAILING 12-MONTH EPS · 100 AT THE START0100120Mar 22Mar 23Mar 24Mar 25Mar 26Mar 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 21 reportingJun 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 24 reportingSep 2022 · trailing 12-month earnings per share at 102, against 100 at the start · no comparable year yet · 26 reportingDec 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 29 reportingMar 2023 · trailing 12-month earnings per share at 109, against 100 at the start · up 11.9% on a year ago · 24 reportingJun 2023 · trailing 12-month earnings per share at 107, against 100 at the start · up 11.6% on a year ago · 27 reportingSep 2023 · trailing 12-month earnings per share at 98, against 100 at the start · up 6.1% on a year ago · 29 reportingDec 2023 · trailing 12-month earnings per share at 95, against 100 at the start · up 3.3% on a year ago · 29 reportingMar 2024 · trailing 12-month earnings per share at 100, against 100 at the start · up 10.3% on a year ago · 26 reportingJun 2024 · trailing 12-month earnings per share at 108, against 100 at the start · up 1.1% on a year ago · 27 reportingSep 2024 · trailing 12-month earnings per share at 120, against 100 at the start · up 5.9% on a year ago · 27 reportingDec 2024 · trailing 12-month earnings per share at 100, against 100 at the start · down 16.6% on a year ago · 27 reportingMar 2025 · trailing 12-month earnings per share at 102, against 100 at the start · down 8.9% on a year ago · 26 reportingJun 2025 · trailing 12-month earnings per share at 101, against 100 at the start · up 2.2% on a year ago · 27 reportingSep 2025 · trailing 12-month earnings per share at 90, against 100 at the start · down 4.1% on a year ago · 27 reportingDec 2025 · trailing 12-month earnings per share at 84, against 100 at the start · down 11.8% on a year ago · 27 reportingMar 2026 · trailing 12-month earnings per share at 103, against 100 at the start · down 18.1% on a year ago · 26 reportingNot reported yet — earnings trail price by a quarter or two103No earnings on file this far back — the price series reaches further than the filings do
Auto Parts, equal-weighted, based at 200 S&P 500, same base, same start trailing 12-month earnings per share rising falling

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.

02 · sector relative strength, before individual stocks

Is Auto Parts outperforming S&P 500?

Auto Parts has outperformed S&P 500 by 0.1% over the last 52 weeks. Over 13 weeks the gap is a shortfall of 4.4%. 9 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 +39.8%.

-4.4%Sector vs S&P 500 · 13 weeks
+0.1%Sector vs S&P 500 · 52 weeks
9/28Stocks leading S&P 500
10/28Stocks 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 0.1% over 52 weeks and 4.4% over 13 weeks. 9 of 28 covered companies beat the S&P 500 on Mansfield relative strength, while 10 of 28 beat the sector itself. Aptiv PLC leads with revenue of $20,659 million, based on 13 of 29 comparable companies through Mar 2026.

Companies
29
complete canonical membership
Combined market value
$295.8B
O'Reilly Automotive, Inc.
Revenue growing
11/12
positive TTM year-on-year growth
Beating S&P 500
9/28
positive Mansfield relative strength
Comparing 5 of 29
03 · 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 55.5% evidence confidence.
Allison Transmission Holdings, Inc. looks inexpensive relative to peers or its own history, but its earnings trajectory has not yet earned the valuation signal.
Allison Transmission Holdings, Inc. has stronger price confirmation than earnings confirmation; that is a research prompt, not permission to chase.
How this score is built, and what the marks mean

Missing observations are not scored as bad. Their missing weight lowers confidence and pulls the final score toward neutral. PEG is not shown when the ratio cannot mean anything: the company must be making a profit, its price-to-earnings must be positive, and its three-year earnings growth must fall between 5% and 60%. Dividing a price multiple by a loss, or by growth measured off a tiny base, produces a number that looks precise and tells you nothing. Under relative strength, one mark per week shows the last 12 weeks: a mark is filled where the company led S&P 500 by 5% or more over the 13 weeks ending that week, which is the same test used everywhere on this site. Price stage places the company on the same six-step curve the sector itself is placed on — basing, turning, breaking out, leader, fading, asleep — read from how many weeks running it has led S&P 500 and whether that lead is widening or shrinking. It describes where the PRICE stands, not the earnings trajectory and not a recommendation, and it is left blank for a company whose weekly history is too short or too stale to read.

CompanyScorePrice stageGrowth & earnings/35Capital efficiency/25Valuation/20Relative strength/20
1Garrett Motion Inc.GTX 64.4/100Thin evidence · provisional56% evidence FADING 21.7/35 Revenue — · PAT — · OPM change 1 pp 39% evidence 18.3/25 ROCE 14.2% · OPM 13.9% 76% evidence 10.1/20 P/E 19.9× · PEG — 15% evidence 14.3/20 RS sector 39.8% · RS bench 35.8% · 1Y 148.3%11 of 12 weeks ahead 100% evidence
Exact sum: 21.7 + 18.3 + 10.1 + 14.3 = 64.4 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
2Douglas Dynamics, Inc.PLOW 58.4/100Thin evidence · provisional55% evidence ASLEEP 21.8/35 Revenue 15.5% · PAT -17.2% · OPM change 4.4 pp 40% evidence 9.3/25 ROCE 1.9% · OPM 7.2% 57% evidence 13.0/20 P/E 19× · PEG 1.04 65% evidence 14.3/20 RS sector 6.2% · RS bench 3% · 1Y 44.4%3 of 12 weeks ahead 70% evidence
Exact sum: 21.8 + 9.3 + 13 + 14.3 = 58.4 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
3Allison Transmission Holdings, Inc.ALSN 57.4/100Mixed-positive evidence66% evidence ASLEEP 13.8/35 Revenue 14% · PAT -28% · OPM change -18.6 pp 53% evidence 13.7/25 ROCE 3.2% · OPM 13.9% 57% evidence 14.8/20 P/E 18.2× · PEG 0.71 65% evidence 15.1/20 RS sector 7.7% · RS bench 4.4% · 1Y 39.8%0 of 12 weeks ahead 100% evidence
Exact sum: 13.8 + 13.7 + 14.8 + 15.1 = 57.4 · Decision use: Price leads the evidence: RS versus the benchmark is 4.4%, but earnings trajectory is weak. Wait for revenue and profit confirmation.
4BorgWarner Inc.BWA 57.2/100Mixed-positive evidence66% evidence FADING 20.7/35 Revenue 2.3% · PAT 20.1% · OPM change 2.8 pp 53% evidence 12.1/25 ROCE 3.2% · OPM 9.5% 57% evidence 10.9/20 P/E 32.1× · PEG 1.19 65% evidence 13.5/20 RS sector 10.8% · RS bench 7.4% · 1Y 63.6%10 of 12 weeks ahead 100% evidence
Exact sum: 20.7 + 12.1 + 10.9 + 13.5 = 57.2 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
5Magna International Inc.MGA 56.8/100Thin evidence · provisional56% evidence TURNING 19.5/35 Revenue — · PAT — · OPM change 1.2 pp 39% evidence 10.2/25 ROCE 3.1% · OPM 4.3% 76% evidence 9.5/20 P/E 24.1× · PEG — 15% evidence 17.6/20 RS sector 16.4% · RS bench 12.9% · 1Y 64.9%5 of 12 weeks ahead 100% evidence
Exact sum: 19.5 + 10.2 + 9.5 + 17.6 = 56.8 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
6Atmus Filtration Technologies Inc.ATMU 53.0/100Mixed-positive evidence66% evidence ASLEEP 19.2/35 Revenue 10% · PAT 14.1% · OPM change 1 pp 53% evidence 14.9/25 ROCE 5.8% · OPM 14.4% 57% evidence 10.4/20 P/E 22.3× · PEG 1.45 65% evidence 8.5/20 RS sector -2.5% · RS bench -5.5% · 1Y 34.4%0 of 12 weeks ahead 100% evidence
Exact sum: 19.2 + 14.9 + 10.4 + 8.5 = 53 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
7O'Reilly Automotive, Inc.ORLY 53.0/100Thin evidence · provisional56% evidence BASING 18.5/35 Revenue — · PAT — · OPM change 0.6 pp 39% evidence 18.5/25 ROCE 13.2% · OPM 18.5% 76% evidence 9.2/20 P/E 29.3× · PEG — 15% evidence 6.8/20 RS sector -10.9% · RS bench -13.5% · 1Y -11.1%0 of 12 weeks ahead 100% evidence
Exact sum: 18.5 + 18.5 + 9.2 + 6.8 = 53 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
8Gentex CorporationGNTX 52.9/100Thin evidence · provisional56% evidence ASLEEP 18.3/35 Revenue — · PAT — · OPM change -1.3 pp 39% evidence 15.9/25 ROCE 5.6% · OPM 18.3% 76% evidence 10.9/20 P/E 13.4× · PEG — 15% evidence 7.8/20 RS sector -8.2% · RS bench -11% · 1Y -9.4%2 of 12 weeks ahead 100% evidence
Exact sum: 18.3 + 15.9 + 10.9 + 7.8 = 52.9 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
9Advance Auto Parts, Inc.AAP 51.4/100Thin evidence · provisional56% evidence TURNING 22.5/35 Revenue — · PAT — · OPM change 7.7 pp 39% evidence 6.4/25 ROCE 1% · OPM 2.6% 76% evidence 8.7/20 P/E 80.8× · PEG — 15% evidence 13.8/20 RS sector 1.4% · RS bench -1.7% · 1Y -0.4%4 of 12 weeks ahead 100% evidence
Exact sum: 22.5 + 6.4 + 8.7 + 13.8 = 51.4 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
10PHINIA Inc.PHIN 51.2/100Thin evidence · provisional56% evidence ASLEEP 17.9/35 Revenue — · PAT — · OPM change 0.1 pp 39% evidence 10.3/25 ROCE 2.8% · OPM 7.9% 76% evidence 9.7/20 P/E 23.6× · PEG — 15% evidence 13.3/20 RS sector 10.8% · RS bench 7.4% · 1Y 53.6%4 of 12 weeks ahead 100% evidence
Exact sum: 17.9 + 10.3 + 9.7 + 13.3 = 51.2 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
11XPEL, Inc.XPEL 50.7/100Thin evidence · provisional60% evidence TURNING 19.8/35 Revenue 12.4% · PAT 12.5% · OPM change 0.4 pp 53% evidence 14.0/25 ROCE 4.6% · OPM 11.1% 57% evidence 8.1/20 P/E 23.2× · PEG 1.98 65% evidence 8.8/20 RS sector -2.6% · RS bench -5.6% · 1Y 36.7%2 of 12 weeks ahead 70% evidence
Exact sum: 19.8 + 14 + 8.1 + 8.8 = 50.7 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
12Genuine Parts CompanyGPC 49.3/100Thin evidence · provisional56% evidence BREAKING OUT 17.3/35 Revenue — · PAT — · OPM change -0.3 pp 39% evidence 10.4/25 ROCE 3% · OPM 4.6% 76% evidence 8.5/20 P/E 471.9× · PEG — 15% evidence 13.1/20 RS sector -0.7% · RS bench -3.7% · 1Y -0.4%6 of 12 weeks ahead 100% evidence
Exact sum: 17.3 + 10.4 + 8.5 + 13.1 = 49.3 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
13Dorman Products, Inc.DORM 49.1/100Mixed-negative evidence66% evidence BREAKING OUT 13.3/35 Revenue 5% · PAT -11.2% · OPM change -4.7 pp 53% evidence 12.5/25 ROCE 3% · OPM 11.1% 57% evidence 7.5/20 P/E 16.9× · PEG 2.33 65% evidence 15.8/20 RS sector 4.1% · RS bench 1% · 1Y 5.9%10 of 12 weeks ahead 100% evidence
Exact sum: 13.3 + 12.5 + 7.5 + 15.8 = 49.1 · Decision use: Price leads the evidence: RS versus the benchmark is 1%, but earnings trajectory is weak. Wait for revenue and profit confirmation.
14Autoliv, Inc.ALV 48.5/100Thin evidence · provisional56% evidence ASLEEP 14.9/35 Revenue — · PAT — · OPM change -1.3 pp 39% evidence 13.7/25 ROCE 4.3% · OPM 8.6% 76% evidence 10.8/20 P/E 13.6× · PEG — 15% evidence 9.1/20 RS sector -3.7% · RS bench -6.5% · 1Y 10.8%2 of 12 weeks ahead 100% evidence
Exact sum: 14.9 + 13.7 + 10.8 + 9.1 = 48.5 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
15Gentherm IncorporatedTHRM 47.5/100Thin evidence · provisional56% evidence BREAKING OUT 13.3/35 Revenue — · PAT — · OPM change -1.9 pp 39% evidence 6.2/25 ROCE 1% · OPM 2.9% 76% evidence 9.0/20 P/E 39.2× · PEG — 15% evidence 19.0/20 RS sector 15.3% · RS bench 12% · 1Y 31.5%10 of 12 weeks ahead 100% evidence
Exact sum: 13.3 + 6.2 + 9 + 19 = 47.5 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
16Lear CorporationLEA 45.6/100Thin evidence · provisional56% evidence ASLEEP 19.1/35 Revenue — · PAT — · OPM change 0.3 pp 39% evidence 9.7/25 ROCE 2.9% · OPM 4.4% 76% evidence 11.3/20 P/E 12.2× · PEG — 15% evidence 5.5/20 RS sector -3.5% · RS bench -6.4% · 1Y 31.3%5 of 12 weeks ahead 100% evidence
Exact sum: 19.1 + 9.7 + 11.3 + 5.5 = 45.6 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
17Modine Manufacturing CompanyMOD 42.3/100Thin evidence · provisional56% evidence ASLEEP 15.7/35 Revenue — · PAT — · OPM change -0.6 pp 39% evidence 12.6/25 ROCE 4% · OPM 10.9% 76% evidence 8.6/20 P/E 100.4× · PEG — 15% evidence 5.4/20 RS sector -2.9% · RS bench -5.9% · 1Y 48.1%5 of 12 weeks ahead 100% evidence
Exact sum: 15.7 + 12.6 + 8.6 + 5.4 = 42.3 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
18AutoZone, Inc.AZO 41.8/100Mixed-negative evidence81% evidence BASING 15.6/35 Revenue 5.8% · PAT -3.3% · OPM change -0.3 pp 83% evidence 17.0/25 ROCE 9.2% · OPM 19.1% 76% evidence 5.8/20 P/E 24× · PEG 2.4 65% evidence 3.4/20 RS sector -22.3% · RS bench -24.6% · 1Y -25%0 of 12 weeks ahead 100% evidence
Exact sum: 15.6 + 17 + 5.8 + 3.4 = 41.8 · Decision use: Strong business, demanding price: keep it on the quality list, but require either earnings upgrades or valuation compression.
19Visteon CorporationVC 41.5/100Thin evidence · provisional56% evidence ASLEEP 14.1/35 Revenue — · PAT — · OPM change -5.4 pp 39% evidence 11.4/25 ROCE 3.1% · OPM 4.3% 76% evidence 11.1/20 P/E 13× · PEG — 15% evidence 4.9/20 RS sector -8.1% · RS bench -10.8% · 1Y -7.7%5 of 12 weeks ahead 100% evidence
Exact sum: 14.1 + 11.4 + 11.1 + 4.9 = 41.5 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
20Dana IncorporatedDAN 41.3/100Thin evidence · provisional51% evidence ASLEEP 18.1/35 Revenue 1.2% · PAT — · OPM change 2.7 pp 40% evidence 7.8/25 ROCE 1.3% · OPM 3.2% 57% evidence 11.5/20 P/E 3.1× · PEG — 15% evidence 3.9/20 RS sector -5.9% · RS bench -8.9% · 1Y 57.2%0 of 12 weeks ahead 100% evidence
Exact sum: 18.1 + 7.8 + 11.5 + 3.9 = 41.3 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
21Aptiv PLCAPTV 40.7/100Mixed-negative evidence61% evidence ASLEEP 15.5/35 Revenue 5.2% · PAT -75.7% · OPM change -1.9 pp 40% evidence 9.8/25 ROCE 2% · OPM 7.4% 57% evidence 13.9/20 P/E 41.1× · PEG 0.67 65% evidence 1.5/20 RS sector -39% · RS bench -40.9% · 1Y -28.7%0 of 12 weeks ahead 100% evidence
Exact sum: 15.5 + 9.8 + 13.9 + 1.5 = 40.7 · Decision use: Cheap but unconfirmed: require improving earnings before treating the valuation as an opportunity.
22LKQ CorporationLKQ 40.4/100Thin evidence · provisional56% evidence BASING 16.1/35 Revenue — · PAT — · OPM change -1.7 pp 39% evidence 9.7/25 ROCE 1.8% · OPM 6.3% 76% evidence 10.7/20 P/E 14.6× · PEG — 15% evidence 3.9/20 RS sector -24% · RS bench -26.3% · 1Y -16.9%0 of 12 weeks ahead 100% evidence
Exact sum: 16.1 + 9.7 + 10.7 + 3.9 = 40.4 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
23The Goodyear Tire & Rubber CompanyGT 35.4/100Thin evidence · provisional56% evidence TURNING 10.7/35 Revenue -3.7% · PAT -1025.6% · OPM change -1.9 pp 53% evidence 6.0/25 ROCE -0.7% · OPM -2.3% 57% evidence 11.4/20 P/E 7.5× · PEG — 15% evidence 7.3/20 RS sector -13.3% · RS bench -16% · 1Y -14%1 of 12 weeks ahead 100% evidence
Exact sum: 10.7 + 6 + 11.4 + 7.3 = 35.4 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
24Mobileye Global Inc.MBLY 34.7/100Thin evidence · provisional53% evidence ASLEEP 14.5/35 Revenue — · PAT — · OPM change -671.5 pp 39% evidence 4.2/25 ROCE -0.3% · OPM -698.2% 76% evidence 10.0/20 P/E — · PEG — 0% evidence 6.0/20 RS sector -24.4% · RS bench -26.6% · 1Y -36.5%6 of 12 weeks ahead 100% evidence
Exact sum: 14.5 + 4.2 + 10 + 6 = 34.7 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
25Versigent PLCVGNT 53.4/100Thin evidence · provisional21% evidence FADING 18.0/35 Revenue — · PAT — · OPM change -0.8 pp 10% evidence 14.4/25 ROCE 10.6% · OPM 6.2% 57% evidence 11.0/20 P/E 13.1× · PEG — 15% evidence 10.0/20 RS sector — · RS bench — · 1Y —5 of 6 weeks ahead 0% evidence
Exact sum: 18 + 14.4 + 11 + 10 = 53.4 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
26Aurora Innovation, Inc.AUR 47.6/100Thin evidence · provisional44% evidence ASLEEP 14.0/35 Revenue — · PAT — · OPM change -14731.4 pp 26% evidence 5.0/25 ROCE -12.7% · OPM — 61% evidence 10.0/20 P/E — · PEG — 0% evidence 18.6/20 RS sector 27.1% · RS bench 23.3% · 1Y 17.4%10 of 12 weeks ahead 100% evidence
Exact sum: 14 + 5 + 10 + 18.6 = 47.6 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
27Adient plcADNT 44.1/100Thin evidence · provisional45% evidence BASING 20.4/35 Revenue 3.8% · PAT — · OPM change 9.3 pp 40% evidence 8.7/25 ROCE 2.5% · OPM 3.3% 57% evidence 9.3/20 P/E 28.5× · PEG — 15% evidence 5.7/20 RS sector -10.1% · RS bench -13% · 1Y -3.8%0 of 12 weeks ahead 70% evidence
Exact sum: 20.4 + 8.7 + 9.3 + 5.7 = 44.1 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
28Dauch CorporationDCH 34.8/100Thin evidence · provisional50% evidence BASING 12.9/35 Revenue 14.8% · PAT -704.8% · OPM change -4.4 pp 53% evidence 6.6/25 ROCE -0.5% · OPM -1.4% 57% evidence 10.3/20 P/E 18.2× · PEG — 15% evidence 5.0/20 RS sector -11.3% · RS bench -14.1% · 1Y 13.4%1 of 12 weeks ahead 70% evidence
Exact sum: 12.9 + 6.6 + 10.3 + 5 = 34.8 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
29QuantumScape CorporationQS 33.1/100Thin evidence · provisional47% evidence ASLEEP 17.4/35 Revenue — · PAT — · OPM change — 33% evidence 5.2/25 ROCE -9.5% · OPM — 61% evidence 10.0/20 P/E — · PEG — 0% evidence 0.5/20 RS sector -44.9% · RS bench -46.3% · 1Y -35%3 of 12 weeks ahead 100% evidence
Exact sum: 17.4 + 5.2 + 10 + 0.5 = 33.1 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
Showing 10 of 29 companies
04 · what price has already done

Market action

Garrett Motion Inc. has the strongest one-year price move in Auto Parts at +148.3%. It also leads on Mansfield relative strength against the S&P 500 at +35.8%. 9 of 28 covered companies are above zero on that measure. Every line covers 314 weekly closes through 2026-08-04.

Price and relative strength

Every company, the sector's own index and S&P 500 all start level on the left edge of the window, so only the distance between the lines counts — the highest line has risen the most since then, and the chart at the top of this page is drawn the same way. It opens on one year; the buttons beside it stretch that to three or five.

05 · compare level, then change

Revenue Scale & Growth Durability

Aptiv PLC has the highest Revenue among the 29 Auto Parts companies compared here, at $20,659 million. AutoZone, Inc. is next at $19,987 million. Douglas Dynamics, Inc. has the highest Revenue growth at 15.5%, 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: Aptiv PLC is the scale leader at $20,659 million, 3.4% ahead of AutoZone, Inc.. Douglas Dynamics, Inc.'s growth is 15.5% from a $679 million base, with 18 reported observations in the 20-quarter window. Treat the growth leader as an acceleration candidate, not as equally proven scale.

LeaderAptiv PLC · $20,659 million
Gap3.4% versus #2 · AutoZone, Inc.
Persistence4/8 recent comparable periods
Coverage13/29 companies · 470 observations

Investor read: Aptiv PLC is the scale benchmark; Douglas Dynamics, Inc. is the acceleration watch. Promote the challenger only if growth persists and converts into margin and returns.

This conclusion weakens if: Aptiv PLC's growth falls below Douglas Dynamics, Inc.'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
1Aptiv PLC APTV · older report$20.7B
2AutoZone, Inc. AZO$20.0B
3The Goodyear Tire & Rubber Company GT · older report$17.9B
4Adient plc ADNT · older report$14.9B
5BorgWarner Inc. BWA · older report$14.3B
Revenue growthfastest growers
1Douglas Dynamics, Inc. PLOW · older report16%
2Dauch Corporation DCH · older report15%
3Allison Transmission Holdings, Inc. ALSN · older report14%
4XPEL, Inc. XPEL · older report12%
5Atmus Filtration Technologies Inc. ATMU · older report10.0%
Revenue · company comparison
13/29 level · 12/29 change

On every company-comparison chart on this page: solid lines show level, dotted lines show change when “Both” is selected, and a missing report breaks the line rather than being invented.

All-company data · latest reported quarter

In every all-company table on this page, each figure is the company’s latest single reported quarter. The rankings above them use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyRevenueRevenue growthReported
Magna International Inc. MGA$10.4B3.1%Jun 2026
Genuine Parts Company GPC$6.3B6.8%Jun 2026
Lear Corporation LEA$5.8B-3.4%Sep 2026
Aptiv PLC APTV$5.1B5.4%Mar 2026
AutoZone, Inc. AZO$4.8B8.5%Jun 2026
O'Reilly Automotive, Inc. ORLY$4.6B10%Jun 2026
The Goodyear Tire & Rubber Company GT$3.9B-8.8%Mar 2026
Adient plc ADNT$3.9B7.0%Mar 2026
BorgWarner Inc. BWA$3.5B0.5%Mar 2026
LKQ Corporation LKQ$3.5B4.3%Jun 2026
Autoliv, Inc. ALV$2.8B6.8%Jun 2026
Advance Auto Parts, Inc. AAP$2.6B1.2%Jun 2026
Dauch Corporation DCH$2.4B69%Mar 2026
Versigent PLC VGNT$2.2B9.3%Mar 2026
Dana Incorporated DAN$1.9B4.9%Mar 2026
Allison Transmission Holdings, Inc. ALSN$1.4B84%Mar 2026
Garrett Motion Inc. GTX$985M12%Jun 2026
Modine Manufacturing Company MOD$954M47%Jun 2026
Visteon Corporation VC$954M2.1%Jun 2026
PHINIA Inc. PHIN$878M10%Jun 2026
Gentex Corporation GNTX$675M17%Jun 2026
Mobileye Global Inc. MBLY$558M27%Jun 2026
Dorman Products, Inc. DORM$529M4.1%Mar 2026
Atmus Filtration Technologies Inc. ATMU$478M15%Mar 2026
Gentherm Incorporated THRM$394M11%Jun 2026
Douglas Dynamics, Inc. PLOW$138M20%Mar 2026
XPEL, Inc. XPEL$117M13%Mar 2026
Aurora Innovation, Inc. AUR$1M-92%Jun 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

$644M
$677M
$664M
$710M
$718M
$741M
$783M
$736M
$775M
$789M
$816M
$824M
$796M
$766M
$814M
$693M
$737M
$1.4B
—
—

Aptiv PLC · APTV

$4.1B
$4.2B
$4.1B
$4.6B
$4.6B
$4.8B
$5.2B
$5.1B
$4.9B
$4.9B
$5.1B
$4.9B
$4.9B
$4.8B
$5.2B
$5.2B
$5.2B
$5.1B
—
—

Aurora Innovation, Inc. · AUR

$26M
$42M
$21M
$3M
$2M
—
—
—
—
—
—
—
—
—
$1M
$1M
$1M
$1M
—
—

Autoliv, Inc. · ALV

$2.1B
$2.1B
$2.1B
$2.3B
$2.3B
$2.5B
$2.6B
$2.6B
$2.8B
$2.6B
$2.6B
$2.6B
$2.6B
$2.6B
$2.7B
$2.7B
$2.8B
$2.8B
—
—

AutoZone, Inc. · AZO

$3.7B
$3.4B
$3.9B
$5.3B
$4.0B
$3.7B
$4.1B
$5.7B
$4.2B
$3.9B
$4.2B
$6.2B
$4.3B
$4.0B
$4.5B
$6.2B
$4.6B
$4.3B
$4.8B
—

BorgWarner Inc. · BWA

$3.7B
$3.9B
$3.8B
$3.2B
$3.3B
$3.4B
$3.7B
$3.6B
$3.5B
$3.6B
$3.6B
$3.4B
$3.4B
$3.5B
$3.6B
$3.6B
$3.6B
$3.5B
—
—

Genuine Parts Company · GPC

$4.8B
$5.3B
$5.6B
$5.7B
$5.5B
$5.8B
$5.9B
$5.8B
$5.6B
$5.8B
$6.0B
$6.0B
$5.8B
$5.9B
$6.2B
$6.3B
$6.0B
$6.3B
—
—

Lear Corporation · LEA

$4.3B
—
$5.2B
$5.1B
$5.2B
—
$5.8B
$6.0B
$5.8B
$6.0B
$6.0B
$5.6B
$5.7B
$5.6B
$6.0B
$5.7B
$6.0B
—
$5.8B
—

Magna International Inc. · MGA

$9.1B
$9.6B
$9.4B
$9.3B
$9.6B
$10.7B
$11.0B
$10.7B
$10.5B
$11.0B
$11.0B
$10.3B
$10.6B
$10.1B
$10.6B
$10.5B
$10.8B
$10.4B
—
—

Mobileye Global Inc. · MBLY

$356M
—
$394M
$460M
$450M
—
$458M
$454M
—
$239M
$439M
$486M
$490M
$438M
$506M
$504M
$446M
$558M
—
—

Modine Manufacturing Company · MOD

$502M
$574M
$541M
$579M
$560M
$618M
$622M
$621M
$561M
$604M
$662M
$658M
$617M
$647M
$683M
$739M
$805M
$954M
—
—

O'Reilly Automotive, Inc. · ORLY

$3.3B
$3.3B
$3.7B
$3.8B
$3.6B
$3.7B
$4.1B
$4.2B
$3.8B
$4.0B
$4.3B
$4.4B
$4.1B
$4.1B
$4.5B
$4.7B
$4.4B
$4.6B
—
—

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

—
—
10%
25%
11%
9.5%
18%
3.7%
7.9%
6.5%
4.2%
12%
2.7%
-2.9%
-0.3%
-16%
-7.4%
84%
—
—

Aptiv PLC · APTV

—
—
6.6%
26%
12%
15%
28%
11%
6.0%
1.7%
-2.9%
-5.1%
-0.2%
-1.6%
3.1%
7.4%
5.0%
5.4%
—
—

Aurora Innovation, Inc. · AUR

—
—
—
-95%
-92%
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—

Autoliv, Inc. · ALV

—
—
2.9%
25%
10%
17%
27%
13%
18%
4.9%
-1.1%
-1.6%
-4.9%
-1.4%
4.2%
5.9%
7.7%
6.8%
—
—

AutoZone, Inc. · AZO

—
—
—
8.9%
8.6%
9.5%
5.9%
6.4%
5.1%
4.6%
3.5%
9.0%
2.2%
2.4%
5.4%
0.6%
8.2%
8.2%
8.5%
—

BorgWarner Inc. · BWA

—
—
0.0%
-5.6%
-9.3%
-13%
-2.3%
12%
6.2%
6.3%
-1.9%
-4.8%
-2.4%
-2.2%
1.0%
4.1%
3.9%
0.5%
—
—

Genuine Parts Company · GPC

—
—
17%
18%
15%
8.9%
5.6%
2.6%
1.1%
0.3%
0.8%
2.5%
3.3%
1.4%
3.4%
4.9%
4.1%
6.8%
—
—

Lear Corporation · LEA

—
—
—
6.5%
23%
—
12%
18%
11%
—
2.8%
-6.9%
-2.2%
-7.3%
0.3%
1.7%
4.8%
—
-3.4%
—

Magna International Inc. · MGA

—
—
3.6%
17%
5.0%
11%
17%
15%
9.3%
2.8%
-0.2%
-3.8%
1.7%
-8.2%
-3.0%
1.8%
2.1%
3.1%
—
—

Mobileye Global Inc. · MBLY

—
—
20%
41%
26%
—
16%
-1.3%
—
—
-4.2%
7.1%
—
83%
15%
3.7%
-9.0%
27%
—
—

Modine Manufacturing Company · MOD

—
—
9.3%
21%
12%
7.7%
15%
7.3%
0.2%
-2.3%
6.4%
6.0%
10.0%
7.1%
3.2%
12%
30%
47%
—
—

O'Reilly Automotive, Inc. · ORLY

—
—
5.9%
9.2%
11%
13%
11%
11%
5.2%
7.2%
5.0%
3.8%
6.9%
4.1%
5.9%
7.8%
7.8%
10%
—
—
06 · 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 · 463 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. ATMU · older report14%
5Allison Transmission Holdings, Inc. ALSN · older report14%
Margin changefastest expanders
1Adient plc ADNT · older report+9.3 pp
2Advance Auto Parts, Inc. AAP+7.7 pp
3Douglas Dynamics, Inc. PLOW · older report+4.4 pp
4BorgWarner Inc. BWA · older report+2.8 pp
5Dana Incorporated DAN · older report+2.7 pp
Operating margin · company comparison
27/29 level · 28/29 change
All-company data · latest reported quarter
CompanyOPMMargin changeReported
AutoZone, Inc. AZO19%−0.3 ppJun 2026
O'Reilly Automotive, Inc. ORLY19%+0.6 ppJun 2026
Gentex Corporation GNTX18%−1.3 ppJun 2026
Atmus Filtration Technologies Inc. ATMU14%+1.0 ppMar 2026
Allison Transmission Holdings, Inc. ALSN14%−18.6 ppMar 2026
Garrett Motion Inc. GTX14%+1.0 ppJun 2026
Dorman Products, Inc. DORM11%−4.7 ppMar 2026
XPEL, Inc. XPEL11%+0.4 ppMar 2026
Modine Manufacturing Company MOD11%−0.6 ppJun 2026
BorgWarner Inc. BWA9.5%+2.8 ppMar 2026
Autoliv, Inc. ALV8.6%−1.3 ppJun 2026
PHINIA Inc. PHIN7.9%+0.1 ppJun 2026
Aptiv PLC APTV7.4%−1.9 ppMar 2026
Douglas Dynamics, Inc. PLOW7.2%+4.4 ppMar 2026
LKQ Corporation LKQ6.3%−1.7 ppJun 2026
Versigent PLC VGNT6.2%−0.8 ppMar 2026
Genuine Parts Company GPC4.6%−0.3 ppJun 2026
Lear Corporation LEA4.4%+0.3 ppSep 2026
Magna International Inc. MGA4.3%+1.2 ppJun 2026
Visteon Corporation VC4.3%−5.4 ppJun 2026
Adient plc ADNT3.3%+9.3 ppMar 2026
Dana Incorporated DAN3.2%+2.7 ppMar 2026
Gentherm Incorporated THRM2.9%−1.9 ppJun 2026
Advance Auto Parts, Inc. AAP2.6%+7.7 ppJun 2026
Dauch Corporation DCH-1.4%−4.4 ppMar 2026
The Goodyear Tire & Rubber Company GT-2.3%−1.9 ppMar 2026
Aurora Innovation, Inc. AUR-341%−14,731.4 ppJun 2026
Mobileye Global Inc. MBLY-698%−671.5 ppJun 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

27%
30%
28%
29%
27%
31%
31%
30%
29%
30%
32%
32%
30%
33%
31%
29%
23%
14%
—
—

Aptiv PLC · APTV

6.3%
6.1%
2.4%
10%
9.5%
7.2%
7.9%
8.7%
7.2%
8.5%
8.7%
10%
9.8%
9.3%
9.3%
-3.4%
8.2%
7.4%
—
—

Aurora Innovation, Inc. · AUR

-869%
-341%
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—

Autoliv, Inc. · ALV

8.2%
6.3%
6.0%
7.4%
9.9%
5.1%
3.6%
8.9%
8.6%
7.4%
7.9%
8.8%
14%
9.9%
9.1%
9.9%
11%
8.6%
—
—

AutoZone, Inc. · AZO

21%
19%
20%
21%
18%
18%
21%
22%
20%
19%
21%
21%
20%
18%
19%
19%
17%
16%
19%
—

BorgWarner Inc. · BWA

4.9%
9.1%
7.2%
8.2%
8.0%
8.1%
9.1%
7.5%
8.0%
8.2%
8.2%
7.8%
-9.2%
6.7%
7.9%
6.9%
-6.7%
9.5%
—
—

Genuine Parts Company · GPC

7.0%
6.2%
9.1%
7.6%
6.3%
7.1%
7.7%
8.0%
7.5%
5.5%
6.7%
5.4%
3.3%
4.9%
6.1%
5.3%
-0.6%
4.6%
—
—

Lear Corporation · LEA

1.1%
—
2.5%
2.8%
3.8%
—
4.1%
4.3%
3.7%
3.3%
4.3%
3.9%
3.7%
3.3%
4.1%
3.4%
2.6%
—
4.4%
—

Magna International Inc. · MGA

5.3%
5.1%
3.6%
4.5%
3.5%
3.8%
5.2%
5.1%
5.0%
3.7%
4.9%
5.4%
5.8%
3.1%
4.9%
5.2%
6.8%
4.3%
—
—

Mobileye Global Inc. · MBLY

-12%
—
-12%
2.2%
-5.6%
—
-18%
-7.3%
—
-100%
-21%
-578%
-18%
-27%
-15%
-22%
-31%
-698%
—
—

Modine Manufacturing Company · MOD

16%
3.6%
4.7%
6.4%
7.1%
7.8%
11%
11%
11%
7.8%
11%
11%
9.6%
12%
11%
9.9%
11%
11%
—
—

O'Reilly Automotive, Inc. · ORLY

21%
20%
22%
21%
19%
19%
21%
21%
19%
19%
20%
21%
18%
18%
20%
21%
19%
19%
—
—

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

—
—
+0.5 pp
+2.9 pp
−0.6 pp
+1.2 pp
+2.7 pp
+1.6 pp
+2.3 pp
−1.3 pp
+1.3 pp
+1.4 pp
+0.5 pp
+2.8 pp
−0.8 pp
−2.2 pp
−6.3 pp
−18.6 pp
—
—

Aptiv PLC · APTV

—
—
−5.1 pp
+4.3 pp
+3.2 pp
+1.1 pp
+5.5 pp
−1.5 pp
−2.3 pp
+1.3 pp
+0.8 pp
+1.7 pp
+2.6 pp
+0.8 pp
+0.6 pp
−13.8 pp
−1.6 pp
−1.9 pp
—
—

Aurora Innovation, Inc. · AUR

—
—
—
−6,435.7 pp
−14,731.4 pp
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—

Autoliv, Inc. · ALV

—
—
−2.1 pp
+2.0 pp
+1.7 pp
−1.2 pp
−2.4 pp
+1.5 pp
−1.3 pp
+2.3 pp
+4.3 pp
−0.1 pp
+4.9 pp
+2.5 pp
+1.2 pp
+1.1 pp
−2.2 pp
−1.3 pp
—
—

AutoZone, Inc. · AZO

—
—
—
−0.6 pp
−2.5 pp
−0.4 pp
+0.7 pp
+0.9 pp
+2.2 pp
+1.1 pp
+0.3 pp
−0.6 pp
−0.6 pp
−1.4 pp
−1.9 pp
−1.7 pp
−2.8 pp
−1.6 pp
−0.3 pp
—

BorgWarner Inc. · BWA

—
—
−1.2 pp
+0.8 pp
+3.1 pp
−1.0 pp
+1.9 pp
−0.7 pp
0.0 pp
+0.1 pp
−0.9 pp
+0.3 pp
−17.2 pp
−1.5 pp
−0.3 pp
−0.9 pp
+2.5 pp
+2.8 pp
—
—

Genuine Parts Company · GPC

—
—
+3.6 pp
+1.5 pp
−0.7 pp
+0.9 pp
−1.4 pp
+0.4 pp
+1.2 pp
−1.6 pp
−1.0 pp
−2.6 pp
−4.2 pp
−0.6 pp
−0.6 pp
−0.1 pp
−3.9 pp
−0.3 pp
—
—

Lear Corporation · LEA

—
—
—
−1.5 pp
+2.7 pp
—
+1.6 pp
+1.5 pp
−0.1 pp
—
+0.2 pp
−0.4 pp
0.0 pp
0.0 pp
−0.2 pp
−0.5 pp
−1.1 pp
—
+0.3 pp
—

Magna International Inc. · MGA

—
—
−2.1 pp
+2.0 pp
−1.8 pp
−1.3 pp
+1.6 pp
+0.6 pp
+1.5 pp
−0.1 pp
−0.3 pp
+0.3 pp
+0.8 pp
−0.6 pp
0.0 pp
−0.2 pp
+1.0 pp
+1.2 pp
—
—

Mobileye Global Inc. · MBLY

—
—
−7.1 pp
+8.3 pp
+6.8 pp
—
−6.0 pp
−9.5 pp
—
—
−3.7 pp
−570.3 pp
—
+72.9 pp
+6.8 pp
+556.0 pp
−13.8 pp
−671.5 pp
—
—

Modine Manufacturing Company · MOD

—
—
+2.9 pp
+4.2 pp
−8.7 pp
+4.2 pp
+6.0 pp
+4.2 pp
+3.9 pp
0.0 pp
+0.5 pp
+0.8 pp
−1.4 pp
+3.7 pp
−0.1 pp
−1.5 pp
+1.5 pp
−0.6 pp
—
—

O'Reilly Automotive, Inc. · ORLY

—
—
−1.2 pp
−0.5 pp
−1.8 pp
−1.0 pp
−0.8 pp
+0.1 pp
+0.1 pp
−0.4 pp
−0.8 pp
−0.8 pp
−0.8 pp
−1.0 pp
0.0 pp
+0.2 pp
+0.8 pp
+0.6 pp
—
—
07 · compare level, then change

Profit Scale & Acceleration

AutoZone, Inc. has the highest Net profit among the 29 Auto Parts companies compared here, at $2,478 million. Dana Incorporated is next at $1,163 million. BorgWarner Inc. has the highest Profit growth at 20.1%, so level and change sit with different companies. 13 of 29 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: AutoZone, Inc. leads with $2,478 million of TTM profit, 113.1% above Dana Incorporated. BorgWarner Inc. shows 20.1% growth from a $419 million profit base. Compare the size of the base and persistence before ranking acceleration above profit scale.

LeaderAutoZone, Inc. · $2,478 million
Gap113.1% versus #2 · Dana Incorporated
Persistence2/8 recent comparable periods
Coverage13/29 companies · 498 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 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
1AutoZone, Inc. AZO$2.5B
2Dana Incorporated DAN · older report$1.2B
3Allison Transmission Holdings, Inc. ALSN · older report$543M
4BorgWarner Inc. BWA · older report$419M
5Aptiv PLC APTV · older report$383M
Profit growthfastest growers
1BorgWarner Inc. BWA · older report20%
2Atmus Filtration Technologies Inc. ATMU · older report14%
3XPEL, Inc. XPEL · older report13%
4AutoZone, Inc. AZO-3.3%
5Dorman Products, Inc. DORM · older report-11%
Net profit · company comparison
13/29 level · 8/29 change
All-company data · latest reported quarter
CompanyNet profitProfit growthReported
Dana Incorporated DAN$1.1B3,537%Mar 2026
AutoZone, Inc. AZO$641M5.4%Jun 2026
O'Reilly Automotive, Inc. ORLY$604M12%Jun 2026
BorgWarner Inc. BWA$255M49%Mar 2026
Aptiv PLC APTV$191M-47%Mar 2026
Genuine Parts Company GPC$189M-2.6%Jun 2026
Lear Corporation LEA$178M1.1%Sep 2026
Autoliv, Inc. ALV$142M-15%Jun 2026
Modine Manufacturing Company MOD$118M40%Jun 2026
Allison Transmission Holdings, Inc. ALSN$112M-42%Mar 2026
Gentex Corporation GNTX$98M3.2%Jun 2026
Garrett Motion Inc. GTX$95M53%Jun 2026
Versigent PLC VGNT$78M-18%Mar 2026
LKQ Corporation LKQ$77M-51%Jun 2026
Atmus Filtration Technologies Inc. ATMU$48M6.7%Mar 2026
Dorman Products, Inc. DORM$44M-24%Mar 2026
Adient plc ADNT$44M-104%Mar 2026
PHINIA Inc. PHIN$37M42%Jun 2026
Visteon Corporation VC$33M-52%Jun 2026
Advance Auto Parts, Inc. AAP$24M0.0%Jun 2026
XPEL, Inc. XPEL$11M22%Mar 2026
Douglas Dynamics, Inc. PLOW$6M63%Mar 2026
Gentherm Incorporated THRM$4M-80%Jun 2026
Magna International Inc. MGA$-1M-101%Jun 2026
Dauch Corporation DCH$-100M-1,529%Mar 2026
QuantumScape Corporation QS$-101M-887%Jun 2026
Aurora Innovation, Inc. AUR$-223M—Jun 2026
The Goodyear Tire & Rubber Company GT$-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

$118M
$129M
$122M
$139M
$141M
$170M
$175M
$158M
$170M
$169M
$187M
$200M
$175M
$192M
$195M
$137M
$99M
$112M
—
—

Aptiv PLC · APTV

$39M
$90M
$-72M
$306M
$266M
$164M
$246M
$1.6B
$919M
$224M
$943M
$368M
$275M
$-11M
$397M
$-352M
$147M
$191M
—
—

Aurora Innovation, Inc. · AUR

$-251M
$-77M
$-1.2B
$-198M
$-294M
$-196M
$-218M
$-190M
$-192M
$-165M
$-182M
$-208M
$-193M
$-208M
$-201M
$-201M
$-206M
$-223M
—
—

Autoliv, Inc. · ALV

$115M
$83M
$79M
$106M
$156M
$74M
$53M
$134M
$227M
$127M
$139M
$139M
$243M
$167M
$168M
$175M
$226M
$142M
—
—

AutoZone, Inc. · AZO

$555M
$472M
$593M
$810M
$539M
$477M
$648M
$865M
$593M
$515M
$652M
$902M
$565M
$488M
$608M
$837M
$531M
$469M
$641M
—

BorgWarner Inc. · BWA

$154M
$224M
$231M
$292M
$279M
$230M
$222M
$68M
$175M
$221M
$317M
$249M
$-388M
$171M
$232M
$173M
$-241M
$255M
—
—

Genuine Parts Company · GPC

$256M
$246M
$373M
$312M
$252M
$304M
$344M
$351M
$317M
$249M
$296M
$227M
$133M
$194M
$255M
$226M
$-609M
$189M
—
—

Lear Corporation · LEA

$-7M
—
$56M
$81M
$113M
—
$154M
$171M
$130M
$116M
$180M
$144M
$102M
$90M
$176M
$114M
$95M
—
$178M
—

Magna International Inc. · MGA

$478M
$379M
$-145M
$296M
$111M
$217M
$354M
$417M
$298M
$26M
$328M
$508M
$234M
$153M
$394M
$333M
$3M
$-1M
—
—

Mobileye Global Inc. · MBLY

$-53M
—
$-60M
$-7M
$-45M
—
$-79M
$-28M
$11M
$-218M
$-86M
$-2.7B
$-71M
$-102M
$-67M
$-96M
$-127M
$-3.8B
—
—

Modine Manufacturing Company · MOD

$75M
$24M
$24M
$37M
$42M
$-6M
$75M
$73M
$66M
$53M
$85M
$86M
$67M
$84M
$80M
$83M
$-30M
$118M
—
—

O'Reilly Automotive, Inc. · ORLY

$519M
$482M
$577M
$585M
$529M
$517M
$627M
$650M
$553M
$547M
$623M
$665M
$551M
$538M
$669M
$726M
$605M
$604M
—
—

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

—
—
11%
48%
19%
32%
43%
14%
21%
-0.6%
6.9%
27%
2.9%
14%
4.3%
-32%
-43%
-42%
—
—

Aptiv PLC · APTV

—
—
-143%
194%
582%
82%
—
435%
245%
37%
283%
-78%
-70%
-105%
-58%
-196%
-47%
—
—
—

Autoliv, Inc. · ALV

—
—
-25%
77%
36%
-11%
-33%
26%
46%
72%
162%
3.7%
7.1%
32%
21%
26%
-7.0%
-15%
—
—

AutoZone, Inc. · AZO

—
—
—
3.1%
-2.9%
1.1%
9.3%
6.8%
10%
8.0%
0.6%
4.3%
-4.7%
-5.2%
-6.8%
-7.2%
-6.0%
-3.9%
5.4%
—

BorgWarner Inc. · BWA

—
—
-16%
150%
81%
2.7%
-3.9%
-77%
-37%
-3.9%
43%
266%
-322%
-23%
-27%
-31%
—
49%
—
—

Genuine Parts Company · GPC

—
—
90%
36%
-1.6%
24%
-7.8%
13%
26%
-18%
-14%
-35%
-58%
-22%
-14%
-0.4%
-558%
-2.6%
—
—

Lear Corporation · LEA

—
—
—
-57%
—
—
175%
111%
15%
—
17%
-16%
-22%
-22%
-2.2%
-21%
-6.9%
—
1.1%
—

LKQ Corporation · LKQ

—
—
37%
-8.1%
-17%
-0.7%
-33%
-21%
-9.8%
-40%
-34%
-9.2%
-13%
-1.3%
4.4%
-5.3%
-51%
-51%
—
—

Magna International Inc. · MGA

—
—
-133%
1,641%
-77%
-43%
—
41%
168%
-88%
-7.3%
22%
-21%
488%
20%
-34%
-99%
-101%
—
—

Mobileye Global Inc. · MBLY

—
—
—
—
—
—
—
—
—
—
—
—
-745%
—
—
—
—
—
—
—

Modine Manufacturing Company · MOD

—
—
243%
236%
-44%
-125%
213%
97%
57%
—
13%
18%
1.5%
58%
-5.9%
-3.5%
-145%
40%
—
—

O'Reilly Automotive, Inc. · ORLY

—
—
-1.4%
4.7%
1.9%
7.3%
8.7%
11%
4.5%
5.8%
-0.6%
2.3%
-0.4%
-1.7%
7.4%
9.2%
9.8%
12%
—
—
08 · compare level, then change

Return On Capital Employed

Garrett Motion Inc. has the highest ROCE among the 29 Auto Parts companies compared here, at 14.2%. O'Reilly Automotive, Inc. is next at 13.2%. 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 Jun 2026.

What the numbers say: Garrett Motion Inc. leads ROCE at 14.2%, 1 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. · 14.2%
Gap7.6% versus #2 · O'Reilly Automotive, Inc.
Persistence8/8 recent comparable periods
Coverage29/29 companies · 511 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. ORLY13%
3Versigent PLC VGNT · older report11%
4AutoZone, Inc. AZO9.2%
5Atmus Filtration Technologies Inc. ATMU · older report5.8%
ROCE changefastest improvers
1Adient plc ADNT · older report+6.5 pp
2Advance Auto Parts, Inc. AAP+3.0 pp
3Garrett Motion Inc. GTX+2.3 pp
4Versigent PLC VGNT · older report+1.3 pp
5Douglas Dynamics, Inc. PLOW · older report+1.2 pp
Return on capital · company comparison
29/29 level · 29/29 change
All-company data · latest reported quarter
CompanyROCEROCE changeReported
Garrett Motion Inc. GTX14%+2.3 ppJun 2026
O'Reilly Automotive, Inc. ORLY13%−0.5 ppJun 2026
Versigent PLC VGNT11%—Mar 2026
AutoZone, Inc. AZO9.2%−0.9 ppJun 2026
Atmus Filtration Technologies Inc. ATMU5.8%−1.0 ppMar 2026
Gentex Corporation GNTX5.6%+0.8 ppJun 2026
XPEL, Inc. XPEL4.6%0.0 ppMar 2026
Autoliv, Inc. ALV4.3%−1.5 ppJun 2026
Modine Manufacturing Company MOD4.0%−1.0 ppJun 2026
BorgWarner Inc. BWA3.2%+0.9 ppMar 2026
Allison Transmission Holdings, Inc. ALSN3.2%−2.1 ppMar 2026
Magna International Inc. MGA3.1%+0.5 ppJun 2026
Visteon Corporation VC3.1%−1.4 ppJun 2026
Genuine Parts Company GPC3.0%−0.5 ppJun 2026
Dorman Products, Inc. DORM3.0%−1.4 ppMar 2026
Lear Corporation LEA2.9%+0.8 ppSep 2026
PHINIA Inc. PHIN2.8%−0.3 ppJun 2026
Adient plc ADNT2.5%+6.5 ppMar 2026
Aptiv PLC APTV2.0%−0.5 ppMar 2026
Douglas Dynamics, Inc. PLOW1.9%+1.2 ppMar 2026
LKQ Corporation LKQ1.8%−0.6 ppJun 2026
Dana Incorporated DAN1.3%+1.1 ppMar 2026
Advance Auto Parts, Inc. AAP1.0%+3.0 ppJun 2026
Gentherm Incorporated THRM1.0%−1.5 ppJun 2026
Mobileye Global Inc. MBLY-0.3%+0.2 ppJun 2026
Dauch Corporation DCH-0.5%−1.6 ppMar 2026
The Goodyear Tire & Rubber Company GT-0.7%−0.6 ppMar 2026
QuantumScape Corporation QS-9.5%+0.8 ppJun 2026
Aurora Innovation, Inc. AUR-13%−1.1 ppJun 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

4.3%
5.0%
4.6%
5.0%
4.7%
5.5%
5.7%
5.2%
5.2%
5.3%
5.8%
5.6%
5.0%
5.3%
5.3%
4.1%
3.3%
3.2%
—
—

Aptiv PLC · APTV

1.9%
1.7%
0.7%
3.2%
2.9%
2.1%
2.5%
2.6%
1.9%
2.4%
2.4%
2.6%
2.5%
2.5%
2.6%
-0.9%
2.3%
2.0%
—
—

Aurora Innovation, Inc. · AUR

-11%
-6.4%
-72%
-13%
-11%
-7.9%
-11%
-9.5%
-9.8%
-10%
-12%
-8.8%
-9.6%
-11%
-12%
-9.7%
-11%
-12%
-13%
—

Autoliv, Inc. · ALV

3.6%
2.8%
2.8%
4.0%
5.2%
2.7%
2.3%
5.8%
5.7%
4.2%
4.9%
5.4%
8.3%
5.7%
5.8%
6.2%
7.2%
5.2%
4.3%
—

AutoZone, Inc. · AZO

10%
9.1%
12%
16%
11%
10%
13%
17%
12%
10%
12%
16%
11%
8.4%
10%
13%
8.5%
7.2%
9.2%
—

BorgWarner Inc. · BWA

1.4%
2.8%
2.1%
2.1%
2.1%
2.1%
2.6%
2.4%
2.4%
2.5%
2.5%
2.5%
-3.0%
2.3%
2.7%
2.2%
-2.3%
3.2%
—
—

Genuine Parts Company · GPC

4.4%
4.0%
6.2%
5.3%
4.2%
4.5%
5.0%
5.1%
4.4%
3.4%
4.2%
3.2%
1.8%
2.8%
3.5%
3.0%
-0.4%
2.6%
3.0%
—

Lear Corporation · LEA

0.6%
—
1.5%
1.7%
2.4%
—
2.7%
3.0%
2.5%
2.2%
2.9%
2.5%
2.4%
2.1%
2.7%
2.1%
1.7%
—
2.8%
2.9%

Magna International Inc. · MGA

2.6%
2.6%
1.8%
2.3%
1.9%
2.2%
3.2%
3.1%
2.9%
2.2%
2.8%
2.9%
3.2%
1.6%
2.6%
2.6%
3.7%
2.3%
3.1%
—

Mobileye Global Inc. · MBLY

-0.3%
—
-0.6%
0.2%
-0.2%
—
-0.5%
-0.2%
0.0%
-1.6%
-0.6%
-21%
-0.6%
-0.9%
-0.5%
-0.9%
-1.2%
-38%
-0.3%
—

Modine Manufacturing Company · MOD

8.7%
2.4%
2.9%
4.1%
4.1%
4.9%
6.6%
6.5%
5.7%
4.0%
6.1%
6.0%
4.7%
5.6%
5.0%
4.7%
5.5%
6.3%
4.0%
—

O'Reilly Automotive, Inc. · ORLY

11%
12%
14%
14%
12%
13%
15%
16%
12%
13%
15%
15%
12%
11%
14%
14%
12%
12%
13%
—

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

—
—
—
—
+0.4 pp
+0.5 pp
+1.1 pp
+0.2 pp
+0.5 pp
−0.2 pp
+0.1 pp
+0.4 pp
−0.2 pp
0.0 pp
−0.5 pp
−1.5 pp
−1.7 pp
−2.1 pp
—
—

Aptiv PLC · APTV

—
—
—
—
+1.0 pp
+0.4 pp
+1.8 pp
−0.6 pp
−1.0 pp
+0.3 pp
−0.1 pp
0.0 pp
+0.6 pp
+0.1 pp
+0.2 pp
−3.5 pp
−0.2 pp
−0.5 pp
—
—

Aurora Innovation, Inc. · AUR

—
—
—
—
−0.3 pp
−1.5 pp
+61.3 pp
+3.2 pp
+1.5 pp
−2.4 pp
−0.6 pp
+0.7 pp
+0.2 pp
−0.5 pp
0.0 pp
−0.9 pp
−1.6 pp
−1.4 pp
−1.1 pp
—

Autoliv, Inc. · ALV

—
—
—
—
+1.6 pp
−0.1 pp
−0.5 pp
+1.8 pp
+0.5 pp
+1.5 pp
+2.6 pp
−0.4 pp
+2.6 pp
+1.5 pp
+0.9 pp
+0.8 pp
−1.1 pp
−0.5 pp
−1.5 pp
—

AutoZone, Inc. · AZO

—
—
—
—
+0.7 pp
+1.0 pp
+1.0 pp
+1.3 pp
+0.9 pp
−0.1 pp
−0.6 pp
−1.0 pp
−1.5 pp
−1.6 pp
−1.9 pp
−3.2 pp
−2.0 pp
−1.2 pp
−0.9 pp
—

BorgWarner Inc. · BWA

—
—
—
—
+0.7 pp
−0.7 pp
+0.5 pp
+0.3 pp
+0.3 pp
+0.4 pp
−0.1 pp
+0.1 pp
−5.4 pp
−0.2 pp
+0.2 pp
−0.3 pp
+0.7 pp
+0.9 pp
—
—

Genuine Parts Company · GPC

—
—
—
—
−0.2 pp
+0.5 pp
−1.2 pp
−0.2 pp
+0.2 pp
−1.1 pp
−0.8 pp
−1.9 pp
−2.6 pp
−0.6 pp
−0.7 pp
−0.2 pp
−2.2 pp
−0.2 pp
−0.5 pp
—

Lear Corporation · LEA

—
—
—
—
+1.8 pp
—
+1.2 pp
+1.3 pp
+0.1 pp
—
+0.2 pp
−0.5 pp
−0.1 pp
−0.1 pp
−0.2 pp
−0.4 pp
−0.7 pp
—
+0.1 pp
+0.8 pp

Magna International Inc. · MGA

—
—
—
—
−0.7 pp
−0.4 pp
+1.4 pp
+0.8 pp
+1.0 pp
0.0 pp
−0.4 pp
−0.2 pp
+0.3 pp
−0.6 pp
−0.2 pp
−0.3 pp
+0.5 pp
+0.7 pp
+0.5 pp
—

Mobileye Global Inc. · MBLY

—
—
—
—
+0.1 pp
—
+0.1 pp
−0.4 pp
+0.2 pp
—
−0.1 pp
−20.3 pp
−0.6 pp
+0.7 pp
+0.1 pp
+19.6 pp
−0.6 pp
−37.1 pp
+0.2 pp
—

Modine Manufacturing Company · MOD

—
—
—
—
−4.6 pp
+2.5 pp
+3.7 pp
+2.4 pp
+1.6 pp
−0.9 pp
−0.5 pp
−0.5 pp
−1.0 pp
+1.6 pp
−1.1 pp
−1.3 pp
+0.8 pp
+0.7 pp
−1.0 pp
—

O'Reilly Automotive, Inc. · ORLY

—
—
—
—
+0.9 pp
+1.2 pp
+1.7 pp
+1.7 pp
+0.2 pp
−0.2 pp
−0.6 pp
−1.3 pp
−0.7 pp
−1.3 pp
−0.9 pp
−0.8 pp
0.0 pp
+0.3 pp
−0.5 pp
—
09 · compare level, then change

Valuation Against Growth & Quality

Aptiv PLC has the lowest PEG among the 29 Auto Parts companies compared here, at 0.67×. Allison Transmission Holdings, Inc. is next at 0.71×. Dana Incorporated has the lowest P/E at 3.06×, so level and change sit with different companies. 8 of 29 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: Aptiv PLC has the lowest comparable PEG at 0.67×, 5.6% below Allison Transmission Holdings, Inc.. Only 8 of 29 companies have earnings and growth steady enough for the ratio to mean anything, so no broad “cheapest stock” conclusion is defensible unless the current multiple, own-history position and growth durability agree.

LeaderAptiv PLC · 0.67×
Gap5.6% versus #2 · Allison Transmission Holdings, Inc.
Persistence0/8 recent comparable periods
Coverage8/29 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 feeds agreed. Where any of that fails the ratio is left out rather than printed: a P/E divided by a loss, or by growth measured off a tiny base, is a number that looks precise and means nothing.
PEGlowest PEG
1Aptiv PLC APTV · older report0.7
2Allison Transmission Holdings, Inc. ALSN · older report0.7
3Douglas Dynamics, Inc. PLOW · older report1.0
4BorgWarner Inc. BWA · older report1.2
5Atmus Filtration Technologies Inc. ATMU · older report1.5
P/Elowest P/E
1Dana Incorporated DAN · older report3.1
2The Goodyear Tire & Rubber Company GT · older report7.5
3Lear Corporation LEA12.2
4Visteon Corporation VC13.0
5Versigent PLC VGNT · older report13.1
Valuation · company comparison
8/29 level · 26/29 change
All-company data · latest reported quarter
CompanyPEGP/EReported
Modine Manufacturing Company MOD3.1100.4Jun 2026
AutoZone, Inc. AZO2.424.0Jun 2026
O'Reilly Automotive, Inc. ORLY2.329.3Jun 2026
Dorman Products, Inc. DORM2.316.9Mar 2026
XPEL, Inc. XPEL2.023.2Mar 2026
Gentex Corporation GNTX1.713.4Jun 2026
Autoliv, Inc. ALV1.613.6Jun 2026
Atmus Filtration Technologies Inc. ATMU1.522.3Mar 2026
Genuine Parts Company GPC1.2471.9Jun 2026
BorgWarner Inc. BWA1.232.1Mar 2026
LKQ Corporation LKQ1.114.6Jun 2026
Douglas Dynamics, Inc. PLOW1.019.0Mar 2026
Visteon Corporation VC1.013.0Jun 2026
Allison Transmission Holdings, Inc. ALSN0.718.2Mar 2026
Aptiv PLC APTV0.741.1Mar 2026
Dauch Corporation DCH0.518.2Mar 2026
Magna International Inc. MGA0.424.1Jun 2026
Garrett Motion Inc. GTX0.319.9Jun 2026
Lear Corporation LEA—12.2Sep 2026
Advance Auto Parts, Inc. AAP—80.8Jun 2026
Versigent PLC VGNT—13.1Mar 2026
Dana Incorporated DAN—3.1Mar 2026
PHINIA Inc. PHIN—23.6Jun 2026
The Goodyear Tire & Rubber Company GT—7.5Mar 2026
Adient plc ADNT—28.5Mar 2026
Gentherm Incorporated THRM—39.2Jun 2026
Full 20-quarter history · every available company

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

—
—
—
—
—
0.2
0.2
0.2
0.2
0.5
0.7
0.7
1.1
0.7
0.7
—
—
—
—
—

Aptiv PLC · APTV

—
—
—
—
—
—
—
—
—
—
—
0.7
—
—
—
—
—
—
—
—

Autoliv, Inc. · ALV

—
—
—
—
—
1.2
1.1
1.9
1.1
0.6
—
0.2
0.3
0.3
0.6
0.5
0.7
1.6
—
—

AutoZone, Inc. · AZO

—
—
—
—
—
—
1.7
1.4
1.2
1.1
1.5
1.7
2.4
—
—
—
—
—
—
—

BorgWarner Inc. · BWA

—
—
—
—
—
0.6
0.4
—
—
—
—
0.3
—
—
—
—
—
1.2
—
—

Garrett Motion Inc. · GTX

—
—
—
—
—
—
—
—
—
—
—
—
—
—
0.2
0.2
0.6
0.3
—
—

Gentex Corporation · GNTX

—
—
—
—
—
—
1.1
0.7
0.5
0.6
1.3
1.7
—
—
—
—
—
—
—
—

Genuine Parts Company · GPC

—
—
—
—
—
0.6
1.8
2.7
1.2
—
—
—
—
—
—
—
—
—
—
—

LKQ Corporation · LKQ

—
—
—
—
—
1.1
—
—
—
—
—
—
—
—
—
—
—
—
—
—

Magna International Inc. · MGA

—
—
—
—
—
—
0.4
1.2
—
—
2.1
—
—
0.6
0.4
—
—
—
—
—

Modine Manufacturing Company · MOD

—
—
—
—
—
—
—
—
—
6.0
—
—
—
1.7
2.0
3.1
—
—
—
—

O'Reilly Automotive, Inc. · ORLY

—
—
—
—
—
2.2
1.9
1.6
1.6
2.1
2.6
4.0
5.8
—
6.1
5.3
3.2
2.3
—
—

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

8.8
9.0
8.4
6.5
7.5
7.4
8.4
8.4
7.9
10.8
9.9
11.7
13.0
11.1
10.1
10.4
13.4
18.2
—
—

Aptiv PLC · APTV

85.0
100.6
212.1
68.0
47.5
50.5
31.0
12.3
8.6
7.5
5.3
8.0
8.7
9.9
15.6
68.4
101.5
41.1
—
—

Autoliv, Inc. · ALV

20.9
18.6
18.6
15.3
15.8
19.5
19.0
19.9
19.3
18.8
14.2
12.1
11.7
10.2
12.2
12.7
12.4
11.3
13.6
—

AutoZone, Inc. · AZO

18.1
17.7
17.7
18.5
20.6
20.7
21.2
18.5
19.1
18.9
20.4
21.3
20.7
23.2
24.8
29.0
27.2
27.0
24.0
—

BorgWarner Inc. · BWA

27.7
12.2
10.9
9.2
13.2
12.5
12.3
12.8
13.4
11.9
9.7
9.0
21.2
21.5
34.5
68.7
35.2
32.1
—
—

Garrett Motion Inc. · GTX

5.2
4.0
11.4
7.1
10.2
10.6
—
—
—
—
8.5
8.0
7.2
6.5
7.4
8.7
11.5
10.6
19.9
—

Genuine Parts Company · GPC

22.5
19.5
17.2
17.9
20.9
19.2
19.8
16.3
14.8
17.3
16.0
18.0
18.1
19.6
20.9
23.9
261.6
245.9
471.9
—

Lear Corporation · LEA

17.4
—
39.2
67.4
31.0
—
19.8
16.4
14.6
15.8
12.2
11.9
10.6
10.3
11.0
12.4
14.1
—
11.9
12.2

LKQ Corporation · LKQ

16.4
12.2
11.7
11.3
13.0
13.6
15.6
14.0
13.7
17.2
15.1
14.7
14.0
15.9
13.6
11.3
12.9
14.5
14.6
—

Magna International Inc. · MGA

16.2
15.3
24.3
14.7
27.7
35.2
17.4
14.9
14.0
15.5
12.2
11.0
11.9
8.5
9.1
13.0
18.2
23.4
24.1
—

Modine Manufacturing Company · MOD

8.6
5.6
5.7
5.6
14.7
8.0
9.5
11.8
14.1
31.4
32.7
43.5
38.9
22.4
28.2
41.1
74.2
95.9
100.4
—

O'Reilly Automotive, Inc. · ORLY

22.7
21.9
20.0
21.5
25.2
24.5
26.5
24.2
24.7
28.7
26.6
28.5
29.2
35.2
32.3
37.4
30.7
30.2
29.3
—
10 · before the conclusion, check the blind spots

What can make this comparison misleading?

This Auto Parts comparison names 5 specific ways its own evidence can mislead, all listed below. 12 of the 29 companies report on an older date than the sector's freshest reporters, so their ranks are marked stale. 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.
  • 12 companies have older fundamental reporting dates than the sector’s freshest reporters; their ranks carry a stale marker.
11 · 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 Sep 2026 and market data through 2026-08-04. A second data feed fills gaps only after identity and scale reconciliation, and missing observations are never interpolated.

FundamentalsThrough Sep 2026 · up to 20 quarters per company
Market dataThrough 2026-08-04 · weekly price and relative-strength history
Derived metricsGrowth, changes and PEG 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.
12 · questions investors ask, short speakable answers

Auto Parts company comparison FAQs

These 22 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 Sep 2026. Price and relative-strength answers run through 2026-08-04. Nothing here is estimated, and none of it is a recommendation.

Is the Auto Parts sector outperforming S&P 500?

Auto Parts has outperformed S&P 500 by 0.1% over 52 weeks and 4.4% over 13 weeks. 9 of 28 covered companies beat the S&P 500 on Mansfield relative strength, while 10 of 28 beat the sector itself.

Which Auto Parts company is largest by revenue?

Aptiv PLC leads with revenue of $20,659 million, based on 13 of 29 comparable companies through Mar 2026.

Which Auto Parts company is growing fastest?

Douglas Dynamics, Inc. has the fastest current revenue growth at 15.5%, across 12 of 29 comparable companies.

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

Garrett Motion Inc. ranks first at 64.4/100 with 55.5% evidence confidence. The score prioritizes research; it is not a buy recommendation.

Which Auto Parts company has the lowest comparable PEG?

Aptiv PLC has the lowest comparable PEG at 0.67, among 8 of 29 companies whose earnings and growth are steady enough for the ratio to mean anything.

How much history does this Auto Parts comparison include?

The page compares up to 20 reported quarters per company for fundamentals, returns and valuation, ending Sep 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.

Which Auto Parts company is the biggest?

Aptiv PLC is the largest, with trailing-twelve-month revenue of $20,659 million, ahead of AutoZone, Inc. at $19,987 million. That covers 13 of 29 companies with comparable reporting through Mar 2026.

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?

AutoZone, Inc. earns the most, at $2,478 million of trailing-twelve-month net profit, from 13 of 29 comparable companies. BorgWarner Inc. has the fastest profit growth at 20.1%, 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 14.2%, 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 PEG — where a LOWER number is cheaper — Aptiv PLC screens cheapest at 0.67×. Only 8 of 29 companies have earnings and growth steady enough for the ratio to mean anything, 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.

Is the Auto Parts sector beating the market?

Auto Parts has outperformed S&P 500 by 0.1% over the last 52 weeks and 4.4% over 13 weeks, measured on an equal-weight index of its current members. Inside the sector, 9 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 64.4 out of 100 with 55.5% evidence confidence, from 21.7 points on growth and earnings, 18.3 on capital efficiency, 10.1 on valuation and 14.3 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, ending Sep 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 $295,795 million of combined market value. O'Reilly Automotive, Inc. is the largest at $74,949 million, about 25% of the sector's total on its own. Market value moves with price, so this reading is dated 2026-08-04.

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 22.3×, 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 2026-08-04.

How is the Auto Parts sector performing?

9 of the 28 covered Auto Parts companies are beating S&P 500 on Mansfield relative strength. The sector itself is 0.1% ahead of S&P 500 over 52 weeks on an equal-weight index of its current members. Readings are as of 2026-08-04.

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 Sep 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.

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