# Auto Parts — company-by-company sector analysis > Auto Parts: Aptiv PLC owns the largest revenue base; Douglas Dynamics, Inc. has the fastest current growth. Sector Alpha — machine-written from the numbers. Data as of 2026-08-04. Not investment advice. ## 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. ## Sector relative strength 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%. 13-week sector return versus NIFTY 500: -4.4% 52-week sector return versus NIFTY 500: 0.1% Stocks leading NIFTY: 9/28 Stocks leading sector: 10/28 Central tension: The central tension: the companies with the most scale are not necessarily the companies creating the most change. Companies: 29 Combined market value: ₹3.0 L Cr ## 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. 1. Garrett Motion Inc. (GTX): 64/100 — Thin evidence · provisional; evidence 56% - Growth & earnings 21.7/35 | Capital efficiency 18.3/25 | Valuation 10.1/20 | Relative strength 14.3/20 - Price stage: FADING — Was leading by 5% or more four weeks ago and is not now. - Led NIFTY 500 by 5%+ over the prior 13 weeks in 11 of the last 12 weeks - 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. 2. Douglas Dynamics, Inc. (PLOW): 58/100 — Thin evidence · provisional; evidence 55% - Growth & earnings 21.8/35 | Capital efficiency 9.3/25 | Valuation 13.0/20 | Relative strength 14.3/20 - Price stage: ASLEEP — Neither ahead of the benchmark nor yet turning up against it. - Led NIFTY 500 by 5%+ over the prior 13 weeks in 3 of the last 12 weeks - 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. 3. Allison Transmission Holdings, Inc. (ALSN): 57/100 — Mixed-positive evidence; evidence 66% - Growth & earnings 13.8/35 | Capital efficiency 13.7/25 | Valuation 14.8/20 | Relative strength 15.1/20 - Price stage: ASLEEP — Neither ahead of the benchmark nor yet turning up against it. - Led NIFTY 500 by 5%+ over the prior 13 weeks in 0 of the last 12 weeks - 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. 4. BorgWarner Inc. (BWA): 57/100 — Mixed-positive evidence; evidence 66% - Growth & earnings 20.7/35 | Capital efficiency 12.1/25 | Valuation 10.9/20 | Relative strength 13.5/20 - Price stage: FADING — Was leading by 5% or more four weeks ago and is not now. - Led NIFTY 500 by 5%+ over the prior 13 weeks in 10 of the last 12 weeks - 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. 5. Magna International Inc. (MGA): 57/100 — Thin evidence · provisional; evidence 56% - Growth & earnings 19.5/35 | Capital efficiency 10.2/25 | Valuation 9.5/20 | Relative strength 17.6/20 - Price stage: TURNING — Ahead of the benchmark for one to four weeks, after a stretch of being behind. - Led NIFTY 500 by 5%+ over the prior 13 weeks in 5 of the last 12 weeks - 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. 6. Atmus Filtration Technologies Inc. (ATMU): 53/100 — Mixed-positive evidence; evidence 66% - Growth & earnings 19.2/35 | Capital efficiency 14.9/25 | Valuation 10.4/20 | Relative strength 8.5/20 - Price stage: ASLEEP — Neither ahead of the benchmark nor yet turning up against it. - Led NIFTY 500 by 5%+ over the prior 13 weeks in 0 of the last 12 weeks - 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. 7. O'Reilly Automotive, Inc. (ORLY): 53/100 — Thin evidence · provisional; evidence 56% - Growth & earnings 18.5/35 | Capital efficiency 18.5/25 | Valuation 9.2/20 | Relative strength 6.8/20 - Price stage: BASING — Behind the benchmark by 5% or more over the past year and still not ahead, but no longer falling further behind. - Led NIFTY 500 by 5%+ over the prior 13 weeks in 0 of the last 12 weeks - 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. 8. Gentex Corporation (GNTX): 53/100 — Thin evidence · provisional; evidence 56% - Growth & earnings 18.3/35 | Capital efficiency 15.9/25 | Valuation 10.9/20 | Relative strength 7.8/20 - Price stage: ASLEEP — Neither ahead of the benchmark nor yet turning up against it. - Led NIFTY 500 by 5%+ over the prior 13 weeks in 2 of the last 12 weeks - 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. 9. Advance Auto Parts, Inc. (AAP): 51/100 — Thin evidence · provisional; evidence 56% - Growth & earnings 22.5/35 | Capital efficiency 6.4/25 | Valuation 8.7/20 | Relative strength 13.8/20 - Price stage: TURNING — Ahead of the benchmark for one to four weeks, after a stretch of being behind. - Led NIFTY 500 by 5%+ over the prior 13 weeks in 4 of the last 12 weeks - 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. 10. PHINIA Inc. (PHIN): 51/100 — Thin evidence · provisional; evidence 56% - Growth & earnings 17.9/35 | Capital efficiency 10.3/25 | Valuation 9.7/20 | Relative strength 13.3/20 - Price stage: ASLEEP — Neither ahead of the benchmark nor yet turning up against it. - Led NIFTY 500 by 5%+ over the prior 13 weeks in 4 of the last 12 weeks - 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. 11. XPEL, Inc. (XPEL): 51/100 — Thin evidence · provisional; evidence 60% - Growth & earnings 19.8/35 | Capital efficiency 14.0/25 | Valuation 8.1/20 | Relative strength 8.8/20 - Price stage: TURNING — Ahead of the benchmark for one to four weeks, after a stretch of being behind. - Led NIFTY 500 by 5%+ over the prior 13 weeks in 2 of the last 12 weeks - 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. 12. Genuine Parts Company (GPC): 49/100 — Thin evidence · provisional; evidence 56% - Growth & earnings 17.3/35 | Capital efficiency 10.4/25 | Valuation 8.5/20 | Relative strength 13.1/20 - Price stage: BREAKING OUT — Ahead of the benchmark five weeks or more running, with its lead holding or widening. - Led NIFTY 500 by 5%+ over the prior 13 weeks in 6 of the last 12 weeks - 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. 13. Dorman Products, Inc. (DORM): 49/100 — Mixed-negative evidence; evidence 66% - Growth & earnings 13.3/35 | Capital efficiency 12.5/25 | Valuation 7.5/20 | Relative strength 15.8/20 - Price stage: BREAKING OUT — Ahead of the benchmark five weeks or more running, with its lead holding or widening. - Led NIFTY 500 by 5%+ over the prior 13 weeks in 10 of the last 12 weeks - 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. 14. Autoliv, Inc. (ALV): 49/100 — Thin evidence · provisional; evidence 56% - Growth & earnings 14.9/35 | Capital efficiency 13.7/25 | Valuation 10.8/20 | Relative strength 9.1/20 - Price stage: ASLEEP — Neither ahead of the benchmark nor yet turning up against it. - Led NIFTY 500 by 5%+ over the prior 13 weeks in 2 of the last 12 weeks - 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. 15. Gentherm Incorporated (THRM): 48/100 — Thin evidence · provisional; evidence 56% - Growth & earnings 13.3/35 | Capital efficiency 6.2/25 | Valuation 9.0/20 | Relative strength 19.0/20 - Price stage: BREAKING OUT — Ahead of the benchmark five weeks or more running, with its lead holding or widening. - Led NIFTY 500 by 5%+ over the prior 13 weeks in 10 of the last 12 weeks - 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. 16. Lear Corporation (LEA): 46/100 — Thin evidence · provisional; evidence 56% - Growth & earnings 19.1/35 | Capital efficiency 9.7/25 | Valuation 11.3/20 | Relative strength 5.5/20 - Price stage: ASLEEP — Neither ahead of the benchmark nor yet turning up against it. - Led NIFTY 500 by 5%+ over the prior 13 weeks in 5 of the last 12 weeks - 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. 17. Modine Manufacturing Company (MOD): 42/100 — Thin evidence · provisional; evidence 56% - Growth & earnings 15.7/35 | Capital efficiency 12.6/25 | Valuation 8.6/20 | Relative strength 5.4/20 - Price stage: ASLEEP — Neither ahead of the benchmark nor yet turning up against it. - Led NIFTY 500 by 5%+ over the prior 13 weeks in 5 of the last 12 weeks - 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. 18. AutoZone, Inc. (AZO): 42/100 — Mixed-negative evidence; evidence 81% - Growth & earnings 15.6/35 | Capital efficiency 17.0/25 | Valuation 5.8/20 | Relative strength 3.4/20 - Price stage: BASING — Behind the benchmark by 5% or more over the past year and still not ahead, but no longer falling further behind. - Led NIFTY 500 by 5%+ over the prior 13 weeks in 0 of the last 12 weeks - 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. 19. Visteon Corporation (VC): 42/100 — Thin evidence · provisional; evidence 56% - Growth & earnings 14.1/35 | Capital efficiency 11.4/25 | Valuation 11.1/20 | Relative strength 4.9/20 - Price stage: ASLEEP — Neither ahead of the benchmark nor yet turning up against it. - Led NIFTY 500 by 5%+ over the prior 13 weeks in 5 of the last 12 weeks - 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. 20. Dana Incorporated (DAN): 41/100 — Thin evidence · provisional; evidence 51% - Growth & earnings 18.1/35 | Capital efficiency 7.8/25 | Valuation 11.5/20 | Relative strength 3.9/20 - Price stage: ASLEEP — Neither ahead of the benchmark nor yet turning up against it. - Led NIFTY 500 by 5%+ over the prior 13 weeks in 0 of the last 12 weeks - 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. 21. Aptiv PLC (APTV): 41/100 — Mixed-negative evidence; evidence 61% - Growth & earnings 15.5/35 | Capital efficiency 9.8/25 | Valuation 13.9/20 | Relative strength 1.5/20 - Price stage: ASLEEP — Neither ahead of the benchmark nor yet turning up against it. - Led NIFTY 500 by 5%+ over the prior 13 weeks in 0 of the last 12 weeks - 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. 22. LKQ Corporation (LKQ): 40/100 — Thin evidence · provisional; evidence 56% - Growth & earnings 16.1/35 | Capital efficiency 9.7/25 | Valuation 10.7/20 | Relative strength 3.9/20 - Price stage: BASING — Behind the benchmark by 5% or more over the past year and still not ahead, but no longer falling further behind. - Led NIFTY 500 by 5%+ over the prior 13 weeks in 0 of the last 12 weeks - 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. 23. The Goodyear Tire & Rubber Company (GT): 35/100 — Thin evidence · provisional; evidence 56% - Growth & earnings 10.7/35 | Capital efficiency 6.0/25 | Valuation 11.4/20 | Relative strength 7.3/20 - Price stage: TURNING — Ahead of the benchmark for one to four weeks, after a stretch of being behind. - Led NIFTY 500 by 5%+ over the prior 13 weeks in 1 of the last 12 weeks - 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. 24. Mobileye Global Inc. (MBLY): 35/100 — Thin evidence · provisional; evidence 53% - Growth & earnings 14.5/35 | Capital efficiency 4.2/25 | Valuation 10.0/20 | Relative strength 6.0/20 - Price stage: ASLEEP — Neither ahead of the benchmark nor yet turning up against it. - Led NIFTY 500 by 5%+ over the prior 13 weeks in 6 of the last 12 weeks - 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. 25. Versigent PLC (VGNT): 53/100 — Thin evidence · provisional; evidence 21% - Growth & earnings 18.0/35 | Capital efficiency 14.4/25 | Valuation 11.0/20 | Relative strength 10.0/20 - Price stage: FADING — Was leading by 5% or more four weeks ago and is not now. - Led NIFTY 500 by 5%+ over the prior 13 weeks in 5 of 6 weeks with a reading, within the last 12 - Exact sum: 18 + 14.4 + 11 + 10 = 53.4 - Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. 26. Aurora Innovation, Inc. (AUR): 48/100 — Thin evidence · provisional; evidence 44% - Growth & earnings 14.0/35 | Capital efficiency 5.0/25 | Valuation 10.0/20 | Relative strength 18.6/20 - Price stage: ASLEEP — Neither ahead of the benchmark nor yet turning up against it. - Led NIFTY 500 by 5%+ over the prior 13 weeks in 10 of the last 12 weeks - Exact sum: 14 + 5 + 10 + 18.6 = 47.6 - Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. 27. Adient plc (ADNT): 44/100 — Thin evidence · provisional; evidence 45% - Growth & earnings 20.4/35 | Capital efficiency 8.7/25 | Valuation 9.3/20 | Relative strength 5.7/20 - Price stage: BASING — Behind the benchmark by 5% or more over the past year and still not ahead, but no longer falling further behind. - Led NIFTY 500 by 5%+ over the prior 13 weeks in 0 of the last 12 weeks - 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. 28. Dauch Corporation (DCH): 35/100 — Thin evidence · provisional; evidence 50% - Growth & earnings 12.9/35 | Capital efficiency 6.6/25 | Valuation 10.3/20 | Relative strength 5.0/20 - Price stage: BASING — Behind the benchmark by 5% or more over the past year and still not ahead, but no longer falling further behind. - Led NIFTY 500 by 5%+ over the prior 13 weeks in 1 of the last 12 weeks - 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. 29. QuantumScape Corporation (QS): 33/100 — Thin evidence · provisional; evidence 47% - Growth & earnings 17.4/35 | Capital efficiency 5.2/25 | Valuation 10.0/20 | Relative strength 0.5/20 - Price stage: ASLEEP — Neither ahead of the benchmark nor yet turning up against it. - Led NIFTY 500 by 5%+ over the prior 13 weeks in 3 of the last 12 weeks - 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. ## 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. ### Strongest one-year price performers 1. Garrett Motion Inc. (GTX): 148% 2. Magna International Inc. (MGA): 65% 3. BorgWarner Inc. (BWA): 64% 4. Dana Incorporated (DAN): 57% 5. PHINIA Inc. (PHIN): 54% ### Strongest relative strength versus NIFTY 500 1. Garrett Motion Inc. (GTX): 36% 2. Aurora Innovation, Inc. (AUR): 23% 3. Magna International Inc. (MGA): 13% 4. Gentherm Incorporated (THRM): 12% 5. BorgWarner Inc. (BWA): 7.4% ## Revenue Scale & Growth Durability 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. 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. Evidence: Aptiv PLC · $20,659 million | 3.4% versus #2 · AutoZone, Inc. | 4/8 recent comparable periods | 13/29 companies · 470 observations Definition: Revenue is compared on a common reported-currency basis. Growth is year-on-year, so seasonality does not masquerade as progress. ### Revenue — largest 1. Aptiv PLC (APTV): ₹20.7K Cr — older report 2. AutoZone, Inc. (AZO): ₹20.0K Cr 3. The Goodyear Tire & Rubber Company (GT): ₹17.9K Cr — older report 4. Adient plc (ADNT): ₹14.9K Cr — older report 5. BorgWarner Inc. (BWA): ₹14.3K Cr — older report ### Revenue growth — fastest growers 1. Douglas Dynamics, Inc. (PLOW): 16% — older report 2. Dauch Corporation (DCH): 15% — older report 3. Allison Transmission Holdings, Inc. (ALSN): 14% — older report 4. XPEL, Inc. (XPEL): 12% — older report 5. Atmus Filtration Technologies Inc. (ATMU): 10.0% — older report ### 20-quarter Revenue history - ORLY: Dec 2021 ₹3.3K Cr | Mar 2022 ₹3.3K Cr | Jun 2022 ₹3.7K Cr | Sep 2022 ₹3.8K Cr | Dec 2022 ₹3.6K Cr | Mar 2023 ₹3.7K Cr | Jun 2023 ₹4.1K Cr | Sep 2023 ₹4.2K Cr | Dec 2023 ₹3.8K Cr | Mar 2024 ₹4.0K Cr | Jun 2024 ₹4.3K Cr | Sep 2024 ₹4.4K Cr | Dec 2024 ₹4.1K Cr | Mar 2025 ₹4.1K Cr | Jun 2025 ₹4.5K Cr | Sep 2025 ₹4.7K Cr | Dec 2025 ₹4.4K Cr | Mar 2026 ₹4.6K Cr | Jun 2026 — | Sep 2026 — - AZO: Dec 2021 ₹3.7K Cr | Mar 2022 ₹3.4K Cr | Jun 2022 ₹3.9K Cr | Sep 2022 ₹5.3K Cr | Dec 2022 ₹4.0K Cr | Mar 2023 ₹3.7K Cr | Jun 2023 ₹4.1K Cr | Sep 2023 ₹5.7K Cr | Dec 2023 ₹4.2K Cr | Mar 2024 ₹3.9K Cr | Jun 2024 ₹4.2K Cr | Sep 2024 ₹6.2K Cr | Dec 2024 ₹4.3K Cr | Mar 2025 ₹4.0K Cr | Jun 2025 ₹4.5K Cr | Sep 2025 ₹6.2K Cr | Dec 2025 ₹4.6K Cr | Mar 2026 ₹4.3K Cr | Jun 2026 ₹4.8K Cr | Sep 2026 — - GPC: Dec 2021 ₹4.8K Cr | Mar 2022 ₹5.3K Cr | Jun 2022 ₹5.6K Cr | Sep 2022 ₹5.7K Cr | Dec 2022 ₹5.5K Cr | Mar 2023 ₹5.8K Cr | Jun 2023 ₹5.9K Cr | Sep 2023 ₹5.8K Cr | Dec 2023 ₹5.6K Cr | Mar 2024 ₹5.8K Cr | Jun 2024 ₹6.0K Cr | Sep 2024 ₹6.0K Cr | Dec 2024 ₹5.8K Cr | Mar 2025 ₹5.9K Cr | Jun 2025 ₹6.2K Cr | Sep 2025 ₹6.3K Cr | Dec 2025 ₹6.0K Cr | Mar 2026 ₹6.3K Cr | Jun 2026 — | Sep 2026 — - MGA: Dec 2021 ₹9.1K Cr | Mar 2022 ₹9.6K Cr | Jun 2022 ₹9.4K Cr | Sep 2022 ₹9.3K Cr | Dec 2022 ₹9.6K Cr | Mar 2023 ₹10.7K Cr | Jun 2023 ₹11.0K Cr | Sep 2023 ₹10.7K Cr | Dec 2023 ₹10.5K Cr | Mar 2024 ₹11.0K Cr | Jun 2024 ₹11.0K Cr | Sep 2024 ₹10.3K Cr | Dec 2024 ₹10.6K Cr | Mar 2025 ₹10.1K Cr | Jun 2025 ₹10.6K Cr | Sep 2025 ₹10.5K Cr | Dec 2025 ₹10.8K Cr | Mar 2026 ₹10.4K Cr | Jun 2026 — | Sep 2026 — - AUR: Dec 2021 ₹26 Cr | Mar 2022 ₹42 Cr | Jun 2022 ₹21 Cr | Sep 2022 ₹3 Cr | Dec 2022 ₹2 Cr | Mar 2023 — | Jun 2023 — | Sep 2023 — | Dec 2023 — | Mar 2024 — | Jun 2024 — | Sep 2024 — | Dec 2024 — | Mar 2025 — | Jun 2025 ₹1 Cr | Sep 2025 ₹1 Cr | Dec 2025 ₹1 Cr | Mar 2026 ₹1 Cr | Jun 2026 — | Sep 2026 — - BWA: Dec 2021 ₹3.7K Cr | Mar 2022 ₹3.9K Cr | Jun 2022 ₹3.8K Cr | Sep 2022 ₹3.2K Cr | Dec 2022 ₹3.3K Cr | Mar 2023 ₹3.4K Cr | Jun 2023 ₹3.7K Cr | Sep 2023 ₹3.6K Cr | Dec 2023 ₹3.5K Cr | Mar 2024 ₹3.6K Cr | Jun 2024 ₹3.6K Cr | Sep 2024 ₹3.4K Cr | Dec 2024 ₹3.4K Cr | Mar 2025 ₹3.5K Cr | Jun 2025 ₹3.6K Cr | Sep 2025 ₹3.6K Cr | Dec 2025 ₹3.6K Cr | Mar 2026 ₹3.5K Cr | Jun 2026 — | Sep 2026 — - MOD: Dec 2021 ₹502 Cr | Mar 2022 ₹574 Cr | Jun 2022 ₹541 Cr | Sep 2022 ₹579 Cr | Dec 2022 ₹560 Cr | Mar 2023 ₹618 Cr | Jun 2023 ₹622 Cr | Sep 2023 ₹621 Cr | Dec 2023 ₹561 Cr | Mar 2024 ₹604 Cr | Jun 2024 ₹662 Cr | Sep 2024 ₹658 Cr | Dec 2024 ₹617 Cr | Mar 2025 ₹647 Cr | Jun 2025 ₹683 Cr | Sep 2025 ₹739 Cr | Dec 2025 ₹805 Cr | Mar 2026 ₹954 Cr | Jun 2026 — | Sep 2026 — - ALSN: Dec 2021 ₹644 Cr | Mar 2022 ₹677 Cr | Jun 2022 ₹664 Cr | Sep 2022 ₹710 Cr | Dec 2022 ₹718 Cr | Mar 2023 ₹741 Cr | Jun 2023 ₹783 Cr | Sep 2023 ₹736 Cr | Dec 2023 ₹775 Cr | Mar 2024 ₹789 Cr | Jun 2024 ₹816 Cr | Sep 2024 ₹824 Cr | Dec 2024 ₹796 Cr | Mar 2025 ₹766 Cr | Jun 2025 ₹814 Cr | Sep 2025 ₹693 Cr | Dec 2025 ₹737 Cr | Mar 2026 ₹1.4K Cr | Jun 2026 — | Sep 2026 — - APTV: Dec 2021 ₹4.1K Cr | Mar 2022 ₹4.2K Cr | Jun 2022 ₹4.1K Cr | Sep 2022 ₹4.6K Cr | Dec 2022 ₹4.6K Cr | Mar 2023 ₹4.8K Cr | Jun 2023 ₹5.2K Cr | Sep 2023 ₹5.1K Cr | Dec 2023 ₹4.9K Cr | Mar 2024 ₹4.9K Cr | Jun 2024 ₹5.1K Cr | Sep 2024 ₹4.9K Cr | Dec 2024 ₹4.9K Cr | Mar 2025 ₹4.8K Cr | Jun 2025 ₹5.2K Cr | Sep 2025 ₹5.2K Cr | Dec 2025 ₹5.2K Cr | Mar 2026 ₹5.1K Cr | Jun 2026 — | Sep 2026 — - ALV: Dec 2021 ₹2.1K Cr | Mar 2022 ₹2.1K Cr | Jun 2022 ₹2.1K Cr | Sep 2022 ₹2.3K Cr | Dec 2022 ₹2.3K Cr | Mar 2023 ₹2.5K Cr | Jun 2023 ₹2.6K Cr | Sep 2023 ₹2.6K Cr | Dec 2023 ₹2.8K Cr | Mar 2024 ₹2.6K Cr | Jun 2024 ₹2.6K Cr | Sep 2024 ₹2.6K Cr | Dec 2024 ₹2.6K Cr | Mar 2025 ₹2.6K Cr | Jun 2025 ₹2.7K Cr | Sep 2025 ₹2.7K Cr | Dec 2025 ₹2.8K Cr | Mar 2026 ₹2.8K Cr | Jun 2026 — | Sep 2026 — - MBLY: Dec 2021 ₹356 Cr | Mar 2022 — | Jun 2022 ₹394 Cr | Sep 2022 ₹460 Cr | Dec 2022 ₹450 Cr | Mar 2023 — | Jun 2023 ₹458 Cr | Sep 2023 ₹454 Cr | Dec 2023 — | Mar 2024 ₹239 Cr | Jun 2024 ₹439 Cr | Sep 2024 ₹486 Cr | Dec 2024 ₹490 Cr | Mar 2025 ₹438 Cr | Jun 2025 ₹506 Cr | Sep 2025 ₹504 Cr | Dec 2025 ₹446 Cr | Mar 2026 ₹558 Cr | Jun 2026 — | Sep 2026 — - LEA: Dec 2021 ₹4.3K Cr | Mar 2022 — | Jun 2022 ₹5.2K Cr | Sep 2022 ₹5.1K Cr | Dec 2022 ₹5.2K Cr | Mar 2023 — | Jun 2023 ₹5.8K Cr | Sep 2023 ₹6.0K Cr | Dec 2023 ₹5.8K Cr | Mar 2024 ₹6.0K Cr | Jun 2024 ₹6.0K Cr | Sep 2024 ₹5.6K Cr | Dec 2024 ₹5.7K Cr | Mar 2025 ₹5.6K Cr | Jun 2025 ₹6.0K Cr | Sep 2025 ₹5.7K Cr | Dec 2025 ₹6.0K Cr | Mar 2026 — | Jun 2026 ₹5.8K Cr | Sep 2026 — - LKQ: Dec 2021 ₹3.2K Cr | Mar 2022 ₹3.3K Cr | Jun 2022 ₹3.3K Cr | Sep 2022 ₹3.1K Cr | Dec 2022 ₹3.0K Cr | Mar 2023 ₹3.3K Cr | Jun 2023 ₹3.4K Cr | Sep 2023 ₹3.6K Cr | Dec 2023 ₹3.5K Cr | Mar 2024 ₹3.7K Cr | Jun 2024 ₹3.7K Cr | Sep 2024 ₹3.5K Cr | Dec 2024 ₹3.2K Cr | Mar 2025 ₹3.3K Cr | Jun 2025 ₹3.6K Cr | Sep 2025 ₹3.5K Cr | Dec 2025 ₹3.3K Cr | Mar 2026 ₹3.5K Cr | Jun 2026 — | Sep 2026 — - GTX: Dec 2021 ₹862 Cr | Mar 2022 ₹901 Cr | Jun 2022 ₹859 Cr | Sep 2022 ₹945 Cr | Dec 2022 ₹898 Cr | Mar 2023 ₹970 Cr | Jun 2023 ₹1.0K Cr | Sep 2023 ₹960 Cr | Dec 2023 ₹945 Cr | Mar 2024 ₹915 Cr | Jun 2024 ₹890 Cr | Sep 2024 ₹826 Cr | Dec 2024 ₹844 Cr | Mar 2025 ₹878 Cr | Jun 2025 ₹913 Cr | Sep 2025 ₹902 Cr | Dec 2025 ₹891 Cr | Mar 2026 ₹985 Cr | Jun 2026 — | Sep 2026 — - GNTX: Dec 2021 ₹420 Cr | Mar 2022 ₹468 Cr | Jun 2022 ₹463 Cr | Sep 2022 ₹494 Cr | Dec 2022 ₹494 Cr | Mar 2023 ₹551 Cr | Jun 2023 ₹583 Cr | Sep 2023 ₹576 Cr | Dec 2023 ₹589 Cr | Mar 2024 ₹590 Cr | Jun 2024 ₹573 Cr | Sep 2024 ₹609 Cr | Dec 2024 ₹542 Cr | Mar 2025 ₹577 Cr | Jun 2025 ₹658 Cr | Sep 2025 ₹655 Cr | Dec 2025 ₹644 Cr | Mar 2026 ₹675 Cr | Jun 2026 — | Sep 2026 — - ATMU: Dec 2021 — | Mar 2022 ₹383 Cr | Jun 2022 ₹393 Cr | Sep 2022 ₹401 Cr | Dec 2022 ₹385 Cr | Mar 2023 ₹419 Cr | Jun 2023 ₹414 Cr | Sep 2023 ₹396 Cr | Dec 2023 ₹400 Cr | Mar 2024 ₹427 Cr | Jun 2024 ₹433 Cr | Sep 2024 ₹404 Cr | Dec 2024 ₹407 Cr | Mar 2025 ₹417 Cr | Jun 2025 ₹454 Cr | Sep 2025 ₹448 Cr | Dec 2025 ₹447 Cr | Mar 2026 ₹478 Cr | Jun 2026 — | Sep 2026 — - DORM: Dec 2021 ₹398 Cr | Mar 2022 ₹402 Cr | Jun 2022 ₹417 Cr | Sep 2022 ₹413 Cr | Dec 2022 ₹501 Cr | Mar 2023 — | Jun 2023 ₹467 Cr | Sep 2023 ₹481 Cr | Dec 2023 ₹494 Cr | Mar 2024 ₹469 Cr | Jun 2024 ₹503 Cr | Sep 2024 ₹504 Cr | Dec 2024 ₹534 Cr | Mar 2025 ₹508 Cr | Jun 2025 ₹541 Cr | Sep 2025 ₹544 Cr | Dec 2025 ₹538 Cr | Mar 2026 ₹529 Cr | Jun 2026 — | Sep 2026 — - AAP: Dec 2021 ₹2.6K Cr | Mar 2022 ₹2.4K Cr | Jun 2022 ₹3.4K Cr | Sep 2022 ₹2.7K Cr | Dec 2022 ₹2.6K Cr | Mar 2023 — | Jun 2023 ₹3.4K Cr | Sep 2023 ₹2.7K Cr | Dec 2023 ₹2.2K Cr | Mar 2024 — | Jun 2024 ₹2.8K Cr | Sep 2024 ₹2.2K Cr | Dec 2024 ₹2.1K Cr | Mar 2025 — | Jun 2025 ₹2.6K Cr | Sep 2025 ₹2.0K Cr | Dec 2025 ₹2.0K Cr | Mar 2026 ₹2.0K Cr | Jun 2026 ₹2.6K Cr | Sep 2026 — - VGNT: 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 ₹2.0K Cr | Jun 2025 — | Sep 2025 — | Dec 2025 — | Mar 2026 ₹2.2K Cr | Jun 2026 — | Sep 2026 — - DAN: Dec 2021 ₹2.3K Cr | Mar 2022 ₹2.5K Cr | Jun 2022 ₹2.6K Cr | Sep 2022 ₹2.5K Cr | Dec 2022 ₹2.6K Cr | Mar 2023 ₹2.6K Cr | Jun 2023 ₹2.7K Cr | Sep 2023 ₹2.7K Cr | Dec 2023 ₹2.5K Cr | Mar 2024 ₹2.7K Cr | Jun 2024 ₹2.0K Cr | Sep 2024 ₹1.9K Cr | Dec 2024 ₹1.8K Cr | Mar 2025 ₹1.8K Cr | Jun 2025 ₹1.9K Cr | Sep 2025 ₹1.9K Cr | Dec 2025 ₹1.9K Cr | Mar 2026 ₹1.9K Cr | Jun 2026 — | Sep 2026 — - PHIN: Dec 2021 — | Mar 2022 ₹842 Cr | Jun 2022 ₹796 Cr | Sep 2022 ₹859 Cr | Dec 2022 ₹851 Cr | Mar 2023 ₹835 Cr | Jun 2023 ₹887 Cr | Sep 2023 ₹896 Cr | Dec 2023 ₹882 Cr | Mar 2024 ₹863 Cr | Jun 2024 ₹868 Cr | Sep 2024 ₹839 Cr | Dec 2024 ₹833 Cr | Mar 2025 ₹796 Cr | Jun 2025 ₹890 Cr | Sep 2025 ₹908 Cr | Dec 2025 ₹889 Cr | Mar 2026 ₹878 Cr | Jun 2026 — | Sep 2026 — - VC: Dec 2021 ₹786 Cr | Mar 2022 ₹818 Cr | Jun 2022 ₹848 Cr | Sep 2022 ₹1.0K Cr | Dec 2022 ₹1.1K Cr | Mar 2023 ₹967 Cr | Jun 2023 ₹983 Cr | Sep 2023 ₹1.0K Cr | Dec 2023 ₹990 Cr | Mar 2024 ₹933 Cr | Jun 2024 ₹1.0K Cr | Sep 2024 ₹980 Cr | Dec 2024 ₹939 Cr | Mar 2025 ₹934 Cr | Jun 2025 ₹969 Cr | Sep 2025 ₹917 Cr | Dec 2025 ₹948 Cr | Mar 2026 ₹954 Cr | Jun 2026 — | Sep 2026 — - GT: Dec 2021 ₹5.1K Cr | Mar 2022 ₹4.9K Cr | Jun 2022 ₹5.2K Cr | Sep 2022 ₹5.3K Cr | Dec 2022 ₹5.4K Cr | Mar 2023 ₹4.9K Cr | Jun 2023 ₹4.9K Cr | Sep 2023 ₹5.1K Cr | Dec 2023 ₹5.1K Cr | Mar 2024 ₹4.5K Cr | Jun 2024 ₹4.6K Cr | Sep 2024 ₹4.8K Cr | Dec 2024 ₹4.9K Cr | Mar 2025 ₹4.3K Cr | Jun 2025 ₹4.5K Cr | Sep 2025 ₹4.6K Cr | Dec 2025 ₹4.9K Cr | Mar 2026 ₹3.9K Cr | Jun 2026 — | Sep 2026 — - ADNT: Dec 2021 ₹3.5K Cr | Mar 2022 ₹3.5K Cr | Jun 2022 ₹3.5K Cr | Sep 2022 ₹3.7K Cr | Dec 2022 ₹3.7K Cr | Mar 2023 ₹3.9K Cr | Jun 2023 ₹4.1K Cr | Sep 2023 ₹3.7K Cr | Dec 2023 ₹3.7K Cr | Mar 2024 ₹3.8K Cr | Jun 2024 ₹3.7K Cr | Sep 2024 ₹3.6K Cr | Dec 2024 ₹3.5K Cr | Mar 2025 ₹3.6K Cr | Jun 2025 ₹3.7K Cr | Sep 2025 ₹3.7K Cr | Dec 2025 ₹3.6K Cr | Mar 2026 ₹3.9K Cr | Jun 2026 — | Sep 2026 — - DCH: Dec 2021 ₹1.2K Cr | Mar 2022 ₹1.4K Cr | Jun 2022 ₹1.4K Cr | Sep 2022 ₹1.5K Cr | Dec 2022 ₹1.4K Cr | Mar 2023 ₹1.5K Cr | Jun 2023 ₹1.6K Cr | Sep 2023 ₹1.6K Cr | Dec 2023 ₹1.5K Cr | Mar 2024 ₹1.6K Cr | Jun 2024 ₹1.6K Cr | Sep 2024 ₹1.5K Cr | Dec 2024 ₹1.4K Cr | Mar 2025 ₹1.4K Cr | Jun 2025 ₹1.5K Cr | Sep 2025 ₹1.5K Cr | Dec 2025 ₹1.4K Cr | Mar 2026 ₹2.4K Cr | Jun 2026 — | Sep 2026 — - THRM: Dec 2021 ₹248 Cr | Mar 2022 ₹268 Cr | Jun 2022 ₹261 Cr | Sep 2022 ₹333 Cr | Dec 2022 ₹343 Cr | Mar 2023 ₹364 Cr | Jun 2023 ₹372 Cr | Sep 2023 ₹366 Cr | Dec 2023 ₹367 Cr | Mar 2024 ₹356 Cr | Jun 2024 ₹376 Cr | Sep 2024 ₹372 Cr | Dec 2024 ₹353 Cr | Mar 2025 ₹354 Cr | Jun 2025 ₹375 Cr | Sep 2025 ₹387 Cr | Dec 2025 ₹383 Cr | Mar 2026 ₹394 Cr | Jun 2026 — | Sep 2026 — - XPEL: Dec 2021 ₹70 Cr | Mar 2022 ₹72 Cr | Jun 2022 ₹84 Cr | Sep 2022 ₹90 Cr | Dec 2022 ₹78 Cr | Mar 2023 ₹86 Cr | Jun 2023 ₹102 Cr | Sep 2023 ₹103 Cr | Dec 2023 ₹106 Cr | Mar 2024 ₹90 Cr | Jun 2024 ₹110 Cr | Sep 2024 ₹113 Cr | Dec 2024 ₹108 Cr | Mar 2025 ₹104 Cr | Jun 2025 ₹125 Cr | Sep 2025 ₹125 Cr | Dec 2025 ₹122 Cr | Mar 2026 ₹117 Cr | Jun 2026 — | Sep 2026 — - PLOW: Dec 2021 ₹153 Cr | Mar 2022 ₹103 Cr | Jun 2022 ₹188 Cr | Sep 2022 ₹166 Cr | Dec 2022 ₹160 Cr | Mar 2023 ₹83 Cr | Jun 2023 ₹207 Cr | Sep 2023 ₹144 Cr | Dec 2023 ₹134 Cr | Mar 2024 ₹96 Cr | Jun 2024 ₹200 Cr | Sep 2024 ₹129 Cr | Dec 2024 ₹144 Cr | Mar 2025 ₹115 Cr | Jun 2025 ₹194 Cr | Sep 2025 ₹162 Cr | Dec 2025 ₹185 Cr | Mar 2026 ₹138 Cr | Jun 2026 — | Sep 2026 — ### 20-quarter Revenue growth history - ORLY: Dec 2021 — | Mar 2022 — | Jun 2022 5.9% | Sep 2022 9.2% | Dec 2022 11% | Mar 2023 13% | Jun 2023 11% | Sep 2023 11% | Dec 2023 5.2% | Mar 2024 7.2% | Jun 2024 5.0% | Sep 2024 3.8% | Dec 2024 6.9% | Mar 2025 4.1% | Jun 2025 5.9% | Sep 2025 7.8% | Dec 2025 7.8% | Mar 2026 10% | Jun 2026 — | Sep 2026 — - AZO: Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 8.9% | Dec 2022 8.6% | Mar 2023 9.5% | Jun 2023 5.9% | Sep 2023 6.4% | Dec 2023 5.1% | Mar 2024 4.6% | Jun 2024 3.5% | Sep 2024 9.0% | Dec 2024 2.2% | Mar 2025 2.4% | Jun 2025 5.4% | Sep 2025 0.6% | Dec 2025 8.2% | Mar 2026 8.2% | Jun 2026 8.5% | Sep 2026 — - GPC: Dec 2021 — | Mar 2022 — | Jun 2022 17% | Sep 2022 18% | Dec 2022 15% | Mar 2023 8.9% | Jun 2023 5.6% | Sep 2023 2.6% | Dec 2023 1.1% | Mar 2024 0.3% | Jun 2024 0.8% | Sep 2024 2.5% | Dec 2024 3.3% | Mar 2025 1.4% | Jun 2025 3.4% | Sep 2025 4.9% | Dec 2025 4.1% | Mar 2026 6.8% | Jun 2026 — | Sep 2026 — - MGA: Dec 2021 — | Mar 2022 — | Jun 2022 3.6% | Sep 2022 17% | Dec 2022 5.0% | Mar 2023 11% | Jun 2023 17% | Sep 2023 15% | Dec 2023 9.3% | Mar 2024 2.8% | Jun 2024 -0.2% | Sep 2024 -3.8% | Dec 2024 1.7% | Mar 2025 -8.2% | Jun 2025 -3.0% | Sep 2025 1.8% | Dec 2025 2.1% | Mar 2026 3.1% | Jun 2026 — | Sep 2026 — - AUR: 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 — | Sep 2026 — - BWA: Dec 2021 — | Mar 2022 — | Jun 2022 0.0% | Sep 2022 -5.6% | Dec 2022 -9.3% | Mar 2023 -13% | Jun 2023 -2.3% | Sep 2023 12% | Dec 2023 6.2% | Mar 2024 6.3% | Jun 2024 -1.9% | Sep 2024 -4.8% | Dec 2024 -2.4% | Mar 2025 -2.2% | Jun 2025 1.0% | Sep 2025 4.1% | Dec 2025 3.9% | Mar 2026 0.5% | Jun 2026 — | Sep 2026 — - MOD: Dec 2021 — | Mar 2022 — | Jun 2022 9.3% | Sep 2022 21% | Dec 2022 12% | Mar 2023 7.7% | Jun 2023 15% | Sep 2023 7.3% | Dec 2023 0.2% | Mar 2024 -2.3% | Jun 2024 6.4% | Sep 2024 6.0% | Dec 2024 10.0% | Mar 2025 7.1% | Jun 2025 3.2% | Sep 2025 12% | Dec 2025 30% | Mar 2026 47% | Jun 2026 — | Sep 2026 — - ALSN: Dec 2021 — | Mar 2022 — | Jun 2022 10% | Sep 2022 25% | Dec 2022 11% | Mar 2023 9.5% | Jun 2023 18% | Sep 2023 3.7% | Dec 2023 7.9% | Mar 2024 6.5% | Jun 2024 4.2% | Sep 2024 12% | Dec 2024 2.7% | Mar 2025 -2.9% | Jun 2025 -0.3% | Sep 2025 -16% | Dec 2025 -7.4% | Mar 2026 84% | Jun 2026 — | Sep 2026 — - APTV: Dec 2021 — | Mar 2022 — | Jun 2022 6.6% | Sep 2022 26% | Dec 2022 12% | Mar 2023 15% | Jun 2023 28% | Sep 2023 11% | Dec 2023 6.0% | Mar 2024 1.7% | Jun 2024 -2.9% | Sep 2024 -5.1% | Dec 2024 -0.2% | Mar 2025 -1.6% | Jun 2025 3.1% | Sep 2025 7.4% | Dec 2025 5.0% | Mar 2026 5.4% | Jun 2026 — | Sep 2026 — - ALV: Dec 2021 — | Mar 2022 — | Jun 2022 2.9% | Sep 2022 25% | Dec 2022 10% | Mar 2023 17% | Jun 2023 27% | Sep 2023 13% | Dec 2023 18% | Mar 2024 4.9% | Jun 2024 -1.1% | Sep 2024 -1.6% | Dec 2024 -4.9% | Mar 2025 -1.4% | Jun 2025 4.2% | Sep 2025 5.9% | Dec 2025 7.7% | Mar 2026 6.8% | Jun 2026 — | Sep 2026 — - MBLY: Dec 2021 — | Mar 2022 — | Jun 2022 20% | Sep 2022 41% | Dec 2022 26% | Mar 2023 — | Jun 2023 16% | Sep 2023 -1.3% | Dec 2023 — | Mar 2024 — | Jun 2024 -4.2% | Sep 2024 7.1% | Dec 2024 — | Mar 2025 83% | Jun 2025 15% | Sep 2025 3.7% | Dec 2025 -9.0% | Mar 2026 27% | Jun 2026 — | Sep 2026 — - LEA: Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 6.5% | Dec 2022 23% | Mar 2023 — | Jun 2023 12% | Sep 2023 18% | Dec 2023 11% | Mar 2024 — | Jun 2024 2.8% | Sep 2024 -6.9% | Dec 2024 -2.2% | Mar 2025 -7.3% | Jun 2025 0.3% | Sep 2025 1.7% | Dec 2025 4.8% | Mar 2026 — | Jun 2026 -3.4% | Sep 2026 — - LKQ: Dec 2021 — | Mar 2022 — | Jun 2022 -2.7% | Sep 2022 -5.9% | Dec 2022 -5.8% | Mar 2023 0.0% | Jun 2023 3.2% | Sep 2023 15% | Dec 2023 17% | Mar 2024 11% | Jun 2024 7.6% | Sep 2024 -3.2% | Dec 2024 -7.9% | Mar 2025 -10% | Jun 2025 -1.9% | Sep 2025 1.3% | Dec 2025 2.7% | Mar 2026 4.3% | Jun 2026 — | Sep 2026 — - GTX: Dec 2021 — | Mar 2022 — | Jun 2022 -8.1% | Sep 2022 13% | Dec 2022 4.2% | Mar 2023 7.7% | Jun 2023 18% | Sep 2023 1.6% | Dec 2023 5.2% | Mar 2024 -5.7% | Jun 2024 -12% | Sep 2024 -14% | Dec 2024 -11% | Mar 2025 -4.0% | Jun 2025 2.6% | Sep 2025 9.2% | Dec 2025 5.6% | Mar 2026 12% | Jun 2026 — | Sep 2026 — - GNTX: Dec 2021 — | Mar 2022 — | Jun 2022 8.2% | Sep 2022 24% | Dec 2022 18% | Mar 2023 18% | Jun 2023 26% | Sep 2023 17% | Dec 2023 19% | Mar 2024 7.1% | Jun 2024 -1.7% | Sep 2024 5.7% | Dec 2024 -8.0% | Mar 2025 -2.2% | Jun 2025 15% | Sep 2025 7.6% | Dec 2025 19% | Mar 2026 17% | Jun 2026 — | Sep 2026 — - ATMU: Dec 2021 — | Mar 2022 — | Jun 2022 5.4% | Sep 2022 — | Dec 2022 — | Mar 2023 9.4% | Jun 2023 5.3% | Sep 2023 -1.3% | Dec 2023 3.9% | Mar 2024 1.9% | Jun 2024 4.6% | Sep 2024 2.0% | Dec 2024 1.8% | Mar 2025 -2.3% | Jun 2025 4.9% | Sep 2025 11% | Dec 2025 9.8% | Mar 2026 15% | Jun 2026 — | Sep 2026 — - DORM: Dec 2021 — | Mar 2022 — | Jun 2022 34% | Sep 2022 19% | Dec 2022 26% | Mar 2023 — | Jun 2023 12% | Sep 2023 16% | Dec 2023 -1.4% | Mar 2024 — | Jun 2024 7.7% | Sep 2024 4.8% | Dec 2024 8.1% | Mar 2025 8.3% | Jun 2025 7.6% | Sep 2025 7.9% | Dec 2025 0.8% | Mar 2026 4.1% | Jun 2026 — | Sep 2026 — - AAP: Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 0.6% | Dec 2022 0.8% | Mar 2023 — | Jun 2023 1.3% | Sep 2023 0.8% | Dec 2023 -16% | Mar 2024 — | Jun 2024 -19% | Sep 2024 -19% | Dec 2024 -3.2% | Mar 2025 — | Jun 2025 -6.8% | Sep 2025 -7.7% | Dec 2025 -5.2% | Mar 2026 — | Jun 2026 1.2% | Sep 2026 — - VGNT: 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 2025 — | Sep 2025 — | Dec 2025 — | Mar 2026 9.3% | Jun 2026 — | Sep 2026 — - DAN: Dec 2021 — | Mar 2022 — | Jun 2022 17% | Sep 2022 15% | Dec 2022 12% | Mar 2023 6.6% | Jun 2023 6.3% | Sep 2023 5.3% | Dec 2023 -2.4% | Mar 2024 3.4% | Jun 2024 -26% | Sep 2024 -29% | Dec 2024 -29% | Mar 2025 -35% | Jun 2025 -5.5% | Sep 2025 1.1% | Dec 2025 5.2% | Mar 2026 4.9% | Jun 2026 — | Sep 2026 — - PHIN: Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 — | Dec 2022 — | Mar 2023 -0.8% | Jun 2023 11% | Sep 2023 4.3% | Dec 2023 3.6% | Mar 2024 3.4% | Jun 2024 -2.1% | Sep 2024 -6.4% | Dec 2024 -5.6% | Mar 2025 -7.8% | Jun 2025 2.5% | Sep 2025 8.2% | Dec 2025 6.7% | Mar 2026 10% | Jun 2026 — | Sep 2026 — - VC: Dec 2021 — | Mar 2022 — | Jun 2022 39% | Sep 2022 63% | Dec 2022 35% | Mar 2023 18% | Jun 2023 16% | Sep 2023 -1.2% | Dec 2023 -7.0% | Mar 2024 -3.5% | Jun 2024 3.2% | Sep 2024 -3.4% | Dec 2024 -5.2% | Mar 2025 0.1% | Jun 2025 -4.4% | Sep 2025 -6.4% | Dec 2025 1.0% | Mar 2026 2.1% | Jun 2026 — | Sep 2026 — - GT: Dec 2021 — | Mar 2022 — | Jun 2022 31% | Sep 2022 7.6% | Dec 2022 6.3% | Mar 2023 0.7% | Jun 2023 -6.6% | Sep 2023 -3.2% | Dec 2023 -4.8% | Mar 2024 -8.2% | Jun 2024 -6.1% | Sep 2024 -6.2% | Dec 2024 -3.3% | Mar 2025 -6.3% | Jun 2025 -2.3% | Sep 2025 -3.7% | Dec 2025 -0.6% | Mar 2026 -8.8% | Jun 2026 — | Sep 2026 — - ADNT: Dec 2021 — | Mar 2022 — | Jun 2022 7.5% | Sep 2022 32% | Dec 2022 6.3% | Mar 2023 12% | Jun 2023 16% | Sep 2023 2.2% | Dec 2023 -1.1% | Mar 2024 -4.1% | Jun 2024 -8.4% | Sep 2024 -4.5% | Dec 2024 -4.5% | Mar 2025 -3.7% | Jun 2025 0.7% | Sep 2025 3.3% | Dec 2025 4.3% | Mar 2026 7.0% | Jun 2026 — | Sep 2026 — - DCH: Dec 2021 — | Mar 2022 — | Jun 2022 12% | Sep 2022 27% | Dec 2022 13% | Mar 2023 4.0% | Jun 2023 9.3% | Sep 2023 1.1% | Dec 2023 5.0% | Mar 2024 7.6% | Jun 2024 3.9% | Sep 2024 -3.0% | Dec 2024 -5.6% | Mar 2025 -12% | Jun 2025 -5.9% | Sep 2025 0.0% | Dec 2025 0.2% | Mar 2026 69% | Jun 2026 — | Sep 2026 — - THRM: Dec 2021 — | Mar 2022 — | Jun 2022 -1.9% | Sep 2022 37% | Dec 2022 38% | Mar 2023 36% | Jun 2023 43% | Sep 2023 9.9% | Dec 2023 7.0% | Mar 2024 -2.2% | Jun 2024 1.1% | Sep 2024 1.6% | Dec 2024 -3.8% | Mar 2025 -0.6% | Jun 2025 -0.3% | Sep 2025 4.0% | Dec 2025 8.5% | Mar 2026 11% | Jun 2026 — | Sep 2026 — - XPEL: Dec 2021 — | Mar 2022 — | Jun 2022 22% | Sep 2022 30% | Dec 2022 11% | Mar 2023 19% | Jun 2023 21% | Sep 2023 14% | Dec 2023 36% | Mar 2024 4.7% | Jun 2024 7.8% | Sep 2024 9.7% | Dec 2024 1.9% | Mar 2025 16% | Jun 2025 14% | Sep 2025 11% | Dec 2025 13% | Mar 2026 13% | Jun 2026 — | Sep 2026 — - PLOW: Dec 2021 — | Mar 2022 — | Jun 2022 19% | Sep 2022 30% | Dec 2022 4.6% | Mar 2023 -19% | Jun 2023 10% | Sep 2023 -13% | Dec 2023 -16% | Mar 2024 16% | Jun 2024 -3.4% | Sep 2024 -10% | Dec 2024 7.5% | Mar 2025 20% | Jun 2025 -3.0% | Sep 2025 26% | Dec 2025 28% | Mar 2026 20% | Jun 2026 — | Sep 2026 — ## Operating Economics & Margin Trend What the numbers say: AutoZone, Inc. leads opm at 19.1%; Adient plc leads margin change at +9.3 percentage points. 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. Evidence: AutoZone, Inc. · 19.1% | 3.2% versus #2 · O'Reilly Automotive, Inc. | 0/8 recent comparable periods | 27/29 companies · 463 observations Definition: Operating margin compares operating profit with revenue. Improvement is measured in percentage points, not percentage growth. ### OPM — highest 1. AutoZone, Inc. (AZO): 19% 2. O'Reilly Automotive, Inc. (ORLY): 19% 3. Gentex Corporation (GNTX): 18% 4. Atmus Filtration Technologies Inc. (ATMU): 14% — older report 5. Allison Transmission Holdings, Inc. (ALSN): 14% — older report ### Margin change — fastest expanders 1. Adient plc (ADNT): +9.3 pp — older report 2. Advance Auto Parts, Inc. (AAP): +7.7 pp 3. Douglas Dynamics, Inc. (PLOW): +4.4 pp — older report 4. BorgWarner Inc. (BWA): +2.8 pp — older report 5. Dana Incorporated (DAN): +2.7 pp — older report ### 20-quarter OPM history - ORLY: Dec 2021 21% | Mar 2022 20% | Jun 2022 22% | Sep 2022 21% | Dec 2022 19% | Mar 2023 19% | Jun 2023 21% | Sep 2023 21% | Dec 2023 19% | Mar 2024 19% | Jun 2024 20% | Sep 2024 21% | Dec 2024 18% | Mar 2025 18% | Jun 2025 20% | Sep 2025 21% | Dec 2025 19% | Mar 2026 19% | Jun 2026 — | Sep 2026 — - AZO: Dec 2021 21% | Mar 2022 19% | Jun 2022 20% | Sep 2022 21% | Dec 2022 18% | Mar 2023 18% | Jun 2023 21% | Sep 2023 22% | Dec 2023 20% | Mar 2024 19% | Jun 2024 21% | Sep 2024 21% | Dec 2024 20% | Mar 2025 18% | Jun 2025 19% | Sep 2025 19% | Dec 2025 17% | Mar 2026 16% | Jun 2026 19% | Sep 2026 — - GPC: Dec 2021 7.0% | Mar 2022 6.2% | Jun 2022 9.1% | Sep 2022 7.6% | Dec 2022 6.3% | Mar 2023 7.1% | Jun 2023 7.7% | Sep 2023 8.0% | Dec 2023 7.5% | Mar 2024 5.5% | Jun 2024 6.7% | Sep 2024 5.4% | Dec 2024 3.3% | Mar 2025 4.9% | Jun 2025 6.1% | Sep 2025 5.3% | Dec 2025 -0.6% | Mar 2026 4.6% | Jun 2026 — | Sep 2026 — - MGA: Dec 2021 5.3% | Mar 2022 5.1% | Jun 2022 3.6% | Sep 2022 4.5% | Dec 2022 3.5% | Mar 2023 3.8% | Jun 2023 5.2% | Sep 2023 5.1% | Dec 2023 5.0% | Mar 2024 3.7% | Jun 2024 4.9% | Sep 2024 5.4% | Dec 2024 5.8% | Mar 2025 3.1% | Jun 2025 4.9% | Sep 2025 5.2% | Dec 2025 6.8% | Mar 2026 4.3% | Jun 2026 — | Sep 2026 — - AUR: 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 — | Sep 2026 — - BWA: Dec 2021 4.9% | Mar 2022 9.1% | Jun 2022 7.2% | Sep 2022 8.2% | Dec 2022 8.0% | Mar 2023 8.1% | Jun 2023 9.1% | Sep 2023 7.5% | Dec 2023 8.0% | Mar 2024 8.2% | Jun 2024 8.2% | Sep 2024 7.8% | Dec 2024 -9.2% | Mar 2025 6.7% | Jun 2025 7.9% | Sep 2025 6.9% | Dec 2025 -6.7% | Mar 2026 9.5% | Jun 2026 — | Sep 2026 — - MOD: Dec 2021 16% | Mar 2022 3.6% | Jun 2022 4.7% | Sep 2022 6.4% | Dec 2022 7.1% | Mar 2023 7.8% | Jun 2023 11% | Sep 2023 11% | Dec 2023 11% | Mar 2024 7.8% | Jun 2024 11% | Sep 2024 11% | Dec 2024 9.6% | Mar 2025 12% | Jun 2025 11% | Sep 2025 9.9% | Dec 2025 11% | Mar 2026 11% | Jun 2026 — | Sep 2026 — - ALSN: Dec 2021 27% | Mar 2022 30% | Jun 2022 28% | Sep 2022 29% | Dec 2022 27% | Mar 2023 31% | Jun 2023 31% | Sep 2023 30% | Dec 2023 29% | Mar 2024 30% | Jun 2024 32% | Sep 2024 32% | Dec 2024 30% | Mar 2025 33% | Jun 2025 31% | Sep 2025 29% | Dec 2025 23% | Mar 2026 14% | Jun 2026 — | Sep 2026 — - APTV: Dec 2021 6.3% | Mar 2022 6.1% | Jun 2022 2.4% | Sep 2022 10% | Dec 2022 9.5% | Mar 2023 7.2% | Jun 2023 7.9% | Sep 2023 8.7% | Dec 2023 7.2% | Mar 2024 8.5% | Jun 2024 8.7% | Sep 2024 10% | Dec 2024 9.8% | Mar 2025 9.3% | Jun 2025 9.3% | Sep 2025 -3.4% | Dec 2025 8.2% | Mar 2026 7.4% | Jun 2026 — | Sep 2026 — - ALV: Dec 2021 8.2% | Mar 2022 6.3% | Jun 2022 6.0% | Sep 2022 7.4% | Dec 2022 9.9% | Mar 2023 5.1% | Jun 2023 3.6% | Sep 2023 8.9% | Dec 2023 8.6% | Mar 2024 7.4% | Jun 2024 7.9% | Sep 2024 8.8% | Dec 2024 14% | Mar 2025 9.9% | Jun 2025 9.1% | Sep 2025 9.9% | Dec 2025 11% | Mar 2026 8.6% | Jun 2026 — | Sep 2026 — - MBLY: Dec 2021 -12% | Mar 2022 — | Jun 2022 -12% | Sep 2022 2.2% | 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 — | Sep 2026 — - LEA: Dec 2021 1.1% | Mar 2022 — | Jun 2022 2.5% | Sep 2022 2.8% | Dec 2022 3.8% | Mar 2023 — | Jun 2023 4.1% | Sep 2023 4.3% | Dec 2023 3.7% | Mar 2024 3.3% | Jun 2024 4.3% | Sep 2024 3.9% | Dec 2024 3.7% | Mar 2025 3.3% | Jun 2025 4.1% | Sep 2025 3.4% | Dec 2025 2.6% | Mar 2026 — | Jun 2026 4.4% | Sep 2026 — - LKQ: Dec 2021 8.8% | Mar 2022 11% | Jun 2022 17% | Sep 2022 12% | Dec 2022 9.8% | Mar 2023 11% | Jun 2023 12% | Sep 2023 8.6% | Dec 2023 7.0% | Mar 2024 7.8% | Jun 2024 8.9% | Sep 2024 8.7% | Dec 2024 8.0% | Mar 2025 8.0% | Jun 2025 8.6% | Sep 2025 7.8% | Dec 2025 4.6% | Mar 2026 6.3% | Jun 2026 — | Sep 2026 — - GTX: Dec 2021 12% | Mar 2022 13% | Jun 2022 13% | Sep 2022 13% | Dec 2022 12% | Mar 2023 14% | Jun 2023 14% | Sep 2023 12% | Dec 2023 13% | Mar 2024 12% | Jun 2024 14% | Sep 2024 14% | Dec 2024 14% | Mar 2025 13% | Jun 2025 13% | Sep 2025 14% | Dec 2025 13% | Mar 2026 14% | Jun 2026 — | Sep 2026 — - GNTX: Dec 2021 21% | Mar 2022 22% | Jun 2022 19% | Sep 2022 18% | Dec 2022 19% | Mar 2023 21% | Jun 2023 22% | Sep 2023 21% | Dec 2023 23% | Mar 2024 22% | Jun 2024 20% | Sep 2024 21% | Dec 2024 17% | Mar 2025 20% | Jun 2025 18% | Sep 2025 19% | Dec 2025 19% | Mar 2026 18% | Jun 2026 — | Sep 2026 — - ATMU: Dec 2021 — | Mar 2022 9.4% | Jun 2022 13% | Sep 2022 14% | Dec 2022 7.8% | Mar 2023 15% | Jun 2023 14% | Sep 2023 13% | Dec 2023 12% | Mar 2024 14% | Jun 2024 17% | Sep 2024 14% | Dec 2024 12% | Mar 2025 13% | Jun 2025 16% | Sep 2025 16% | Dec 2025 14% | Mar 2026 14% | Jun 2026 — | Sep 2026 — - DORM: Dec 2021 11% | Mar 2022 12% | Jun 2022 12% | Sep 2022 10% | Dec 2022 6.5% | Mar 2023 — | Jun 2023 3.9% | Sep 2023 12% | Dec 2023 16% | Mar 2024 12% | Jun 2024 14% | Sep 2024 16% | Dec 2024 16% | Mar 2025 16% | Jun 2025 15% | Sep 2025 19% | Dec 2025 5.8% | Mar 2026 11% | Jun 2026 — | Sep 2026 — - AAP: Dec 2021 8.7% | Mar 2022 4.0% | Jun 2022 6.0% | Sep 2022 7.6% | Dec 2022 6.5% | Mar 2023 — | Jun 2023 2.9% | Sep 2023 4.7% | Dec 2023 -3.5% | Mar 2024 — | Jun 2024 1.9% | Sep 2024 2.5% | Dec 2024 -42% | Mar 2025 — | Jun 2025 -5.1% | Sep 2025 1.1% | Dec 2025 1.1% | Mar 2026 2.2% | Jun 2026 2.6% | Sep 2026 — - VGNT: 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 7.0% | Jun 2025 — | Sep 2025 — | Dec 2025 — | Mar 2026 6.2% | Jun 2026 — | Sep 2026 — - DAN: Dec 2021 3.5% | Mar 2022 2.7% | Jun 2022 2.3% | Sep 2022 -4.0% | Dec 2022 2.4% | Mar 2023 3.4% | Jun 2023 4.5% | Sep 2023 3.4% | Dec 2023 1.7% | Mar 2024 2.6% | Jun 2024 -0.1% | Sep 2024 -0.1% | Dec 2024 -6.2% | Mar 2025 0.5% | Jun 2025 1.3% | Sep 2025 3.8% | Dec 2025 4.1% | Mar 2026 3.2% | Jun 2026 — | Sep 2026 — - PHIN: Dec 2021 — | Mar 2022 8.4% | Jun 2022 6.2% | Sep 2022 13% | Dec 2022 10% | Mar 2023 6.9% | Jun 2023 6.3% | Sep 2023 5.1% | Dec 2023 9.2% | Mar 2024 8.2% | Jun 2024 8.2% | Sep 2024 7.9% | Dec 2024 6.1% | Mar 2025 7.8% | Jun 2025 10% | Sep 2025 3.7% | Dec 2025 7.8% | Mar 2026 7.9% | Jun 2026 — | Sep 2026 — - VC: Dec 2021 5.0% | Mar 2022 3.1% | Jun 2022 3.2% | Sep 2022 5.5% | Dec 2022 5.5% | Mar 2023 5.9% | Jun 2023 5.2% | Sep 2023 9.0% | Dec 2023 7.7% | Mar 2024 7.0% | Jun 2024 9.6% | Sep 2024 5.3% | Dec 2024 8.3% | Mar 2025 9.7% | Jun 2025 9.5% | Sep 2025 8.2% | Dec 2025 6.8% | Mar 2026 4.3% | Jun 2026 — | Sep 2026 — - GT: Dec 2021 6.4% | Mar 2022 5.0% | Jun 2022 5.7% | Sep 2022 5.0% | Dec 2022 2.2% | Mar 2023 1.1% | Jun 2023 -0.7% | Sep 2023 1.9% | Dec 2023 -3.5% | Mar 2024 2.3% | Jun 2024 4.2% | Sep 2024 3.0% | Dec 2024 5.3% | Mar 2025 -0.4% | Jun 2025 0.2% | Sep 2025 -11% | Dec 2025 6.0% | Mar 2026 -2.3% | Jun 2026 — | Sep 2026 — - ADNT: Dec 2021 1.1% | Mar 2022 1.3% | Jun 2022 1.0% | Sep 2022 3.8% | Dec 2022 3.1% | Mar 2023 2.5% | Jun 2023 4.3% | Sep 2023 3.8% | Dec 2023 3.0% | Mar 2024 0.2% | Jun 2024 2.5% | Sep 2024 3.6% | Dec 2024 2.7% | Mar 2025 -6.0% | Jun 2025 3.2% | Sep 2025 3.3% | Dec 2025 2.5% | Mar 2026 3.3% | Jun 2026 — | Sep 2026 — - DCH: Dec 2021 2.6% | Mar 2022 4.9% | Jun 2022 4.0% | Sep 2022 4.1% | Dec 2022 3.8% | Mar 2023 2.4% | Jun 2023 3.7% | Sep 2023 1.5% | Dec 2023 2.0% | Mar 2024 4.8% | Jun 2024 5.3% | Sep 2024 2.8% | Dec 2024 2.6% | Mar 2025 3.0% | Jun 2025 3.6% | Sep 2025 3.2% | Dec 2025 -2.4% | Mar 2026 -1.4% | Jun 2026 — | Sep 2026 — - THRM: Dec 2021 8.8% | Mar 2022 5.3% | Jun 2022 3.0% | Sep 2022 6.9% | Dec 2022 1.0% | Mar 2023 4.9% | Jun 2023 1.2% | Sep 2023 6.5% | Dec 2023 8.6% | Mar 2024 5.1% | Jun 2024 8.8% | Sep 2024 8.7% | Dec 2024 6.7% | Mar 2025 4.8% | Jun 2025 6.4% | Sep 2025 6.2% | Dec 2025 4.6% | Mar 2026 2.9% | Jun 2026 — | Sep 2026 — - XPEL: Dec 2021 12% | Mar 2022 14% | Jun 2022 19% | Sep 2022 19% | Dec 2022 14% | Mar 2023 17% | Jun 2023 20% | Sep 2023 17% | Dec 2023 14% | Mar 2024 10% | Jun 2024 18% | Sep 2024 16% | Dec 2024 12% | Mar 2025 11% | Jun 2025 16% | Sep 2025 13% | Dec 2025 13% | Mar 2026 11% | Jun 2026 — | Sep 2026 — - PLOW: Dec 2021 8.5% | Mar 2022 -2.9% | Jun 2022 14% | Sep 2022 12% | Dec 2022 10% | Mar 2023 -17% | Jun 2023 17% | Sep 2023 8.0% | Dec 2023 9.4% | Mar 2024 -6.7% | Jun 2024 18% | Sep 2024 35% | Dec 2024 9.0% | Mar 2025 2.8% | Jun 2025 19% | Sep 2025 8.7% | Dec 2025 11% | Mar 2026 7.2% | Jun 2026 — | Sep 2026 — ### 20-quarter Margin change history - ORLY: 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 2025 0.0 pp | Sep 2025 +0.2 pp | Dec 2025 +0.8 pp | Mar 2026 +0.6 pp | Jun 2026 — | Sep 2026 — - AZO: 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 | Sep 2026 — - GPC: 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 — | Sep 2026 — - MGA: 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 2025 0.0 pp | Sep 2025 −0.2 pp | Dec 2025 +1.0 pp | Mar 2026 +1.2 pp | Jun 2026 — | Sep 2026 — - AUR: 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 — | Sep 2026 — - BWA: 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 2023 0.0 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 — | Sep 2026 — - MOD: 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 2024 0.0 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 — | Sep 2026 — - ALSN: 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 — | Sep 2026 — - APTV: 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 — | Sep 2026 — - ALV: 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 — | Sep 2026 — - MBLY: 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 — | Sep 2026 — - LEA: 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 2024 0.0 pp | Mar 2025 0.0 pp | Jun 2025 −0.2 pp | Sep 2025 −0.5 pp | Dec 2025 −1.1 pp | Mar 2026 — | Jun 2026 +0.3 pp | Sep 2026 — - LKQ: Dec 2021 — | Mar 2022 — | Jun 2022 +3.7 pp | Sep 2022 0.0 pp | Dec 2022 +1.0 pp | Mar 2023 −0.2 pp | Jun 2023 −4.9 pp | Sep 2023 −2.9 pp | Dec 2023 −2.8 pp | Mar 2024 −3.1 pp | Jun 2024 −2.9 pp | Sep 2024 +0.1 pp | Dec 2024 +1.0 pp | Mar 2025 +0.2 pp | Jun 2025 −0.3 pp | Sep 2025 −0.9 pp | Dec 2025 −3.4 pp | Mar 2026 −1.7 pp | Jun 2026 — | Sep 2026 — - GTX: Dec 2021 — | Mar 2022 — | Jun 2022 −1.8 pp | Sep 2022 +0.4 pp | Dec 2022 −0.1 pp | Mar 2023 +0.2 pp | Jun 2023 +0.2 pp | Sep 2023 −0.6 pp | Dec 2023 +0.4 pp | Mar 2024 −1.9 pp | Jun 2024 0.0 pp | Sep 2024 +1.5 pp | Dec 2024 +1.6 pp | Mar 2025 +1.2 pp | Jun 2025 −0.3 pp | Sep 2025 +0.6 pp | Dec 2025 −0.7 pp | Mar 2026 +1.0 pp | Jun 2026 — | Sep 2026 — - GNTX: Dec 2021 — | Mar 2022 — | Jun 2022 −4.8 pp | Sep 2022 −4.5 pp | Dec 2022 −1.9 pp | Mar 2023 −1.5 pp | Jun 2023 +3.3 pp | Sep 2023 +3.7 pp | Dec 2023 +3.4 pp | Mar 2024 +1.3 pp | Jun 2024 −1.7 pp | Sep 2024 −0.6 pp | Dec 2024 −5.9 pp | Mar 2025 −2.3 pp | Jun 2025 −2.1 pp | Sep 2025 −2.0 pp | Dec 2025 +2.0 pp | Mar 2026 −1.3 pp | Jun 2026 — | Sep 2026 — - ATMU: Dec 2021 — | Mar 2022 — | Jun 2022 −2.9 pp | Sep 2022 — | Dec 2022 — | Mar 2023 +5.1 pp | Jun 2023 +0.1 pp | Sep 2023 −1.6 pp | Dec 2023 +4.1 pp | Mar 2024 −0.9 pp | Jun 2024 +3.1 pp | Sep 2024 +0.8 pp | Dec 2024 −0.3 pp | Mar 2025 −0.2 pp | Jun 2025 −0.2 pp | Sep 2025 +2.8 pp | Dec 2025 +2.2 pp | Mar 2026 +1.0 pp | Jun 2026 — | Sep 2026 — - DORM: Dec 2021 — | Mar 2022 — | Jun 2022 −1.2 pp | Sep 2022 −2.5 pp | Dec 2022 −4.8 pp | Mar 2023 — | Jun 2023 −8.0 pp | Sep 2023 +1.3 pp | Dec 2023 +9.1 pp | Mar 2024 — | Jun 2024 +10.5 pp | Sep 2024 +4.2 pp | Dec 2024 +0.7 pp | Mar 2025 +4.2 pp | Jun 2025 +0.8 pp | Sep 2025 +3.7 pp | Dec 2025 −10.5 pp | Mar 2026 −4.7 pp | Jun 2026 — | Sep 2026 — - AAP: Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 −1.6 pp | Dec 2022 −2.2 pp | Mar 2023 — | Jun 2023 −3.1 pp | Sep 2023 −2.9 pp | Dec 2023 −10.0 pp | Mar 2024 — | Jun 2024 −1.0 pp | Sep 2024 −2.2 pp | Dec 2024 −38.8 pp | Mar 2025 — | Jun 2025 −7.0 pp | Sep 2025 −1.4 pp | Dec 2025 +43.4 pp | Mar 2026 — | Jun 2026 +7.7 pp | Sep 2026 — - VGNT: 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 2025 — | Sep 2025 — | Dec 2025 — | Mar 2026 −0.8 pp | Jun 2026 — | Sep 2026 — - DAN: Dec 2021 — | Mar 2022 — | Jun 2022 −2.8 pp | Sep 2022 −8.3 pp | Dec 2022 −1.1 pp | Mar 2023 +0.7 pp | Jun 2023 +2.2 pp | Sep 2023 +7.4 pp | Dec 2023 −0.7 pp | Mar 2024 −0.8 pp | Jun 2024 −4.6 pp | Sep 2024 −3.5 pp | Dec 2024 −7.9 pp | Mar 2025 −2.1 pp | Jun 2025 +1.4 pp | Sep 2025 +3.9 pp | Dec 2025 +10.3 pp | Mar 2026 +2.7 pp | Jun 2026 — | Sep 2026 — - PHIN: Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 — | Dec 2022 — | Mar 2023 −1.5 pp | Jun 2023 +0.1 pp | Sep 2023 −7.8 pp | Dec 2023 −1.0 pp | Mar 2024 +1.3 pp | Jun 2024 +1.9 pp | Sep 2024 +2.8 pp | Dec 2024 −3.1 pp | Mar 2025 −0.4 pp | Jun 2025 +1.8 pp | Sep 2025 −4.2 pp | Dec 2025 +1.7 pp | Mar 2026 +0.1 pp | Jun 2026 — | Sep 2026 — - VC: Dec 2021 — | Mar 2022 — | Jun 2022 +4.8 pp | Sep 2022 +4.4 pp | Dec 2022 +0.5 pp | Mar 2023 +2.8 pp | Jun 2023 +2.0 pp | Sep 2023 +3.5 pp | Dec 2023 +2.2 pp | Mar 2024 +1.1 pp | Jun 2024 +4.4 pp | Sep 2024 −3.7 pp | Dec 2024 +0.6 pp | Mar 2025 +2.7 pp | Jun 2025 −0.1 pp | Sep 2025 +2.9 pp | Dec 2025 −1.5 pp | Mar 2026 −5.4 pp | Jun 2026 — | Sep 2026 — - GT: Dec 2021 — | Mar 2022 — | Jun 2022 0.0 pp | Sep 2022 −1.1 pp | Dec 2022 −4.2 pp | Mar 2023 −3.9 pp | Jun 2023 −6.4 pp | Sep 2023 −3.1 pp | Dec 2023 −5.7 pp | Mar 2024 +1.2 pp | Jun 2024 +4.9 pp | Sep 2024 +1.1 pp | Dec 2024 +8.8 pp | Mar 2025 −2.7 pp | Jun 2025 −4.0 pp | Sep 2025 −14.3 pp | Dec 2025 +0.7 pp | Mar 2026 −1.9 pp | Jun 2026 — | Sep 2026 — - ADNT: Dec 2021 — | Mar 2022 — | Jun 2022 −0.4 pp | Sep 2022 −38.4 pp | Dec 2022 +2.0 pp | Mar 2023 +1.2 pp | Jun 2023 +3.3 pp | Sep 2023 0.0 pp | Dec 2023 −0.1 pp | Mar 2024 −2.3 pp | Jun 2024 −1.8 pp | Sep 2024 −0.2 pp | Dec 2024 −0.3 pp | Mar 2025 −6.2 pp | Jun 2025 +0.7 pp | Sep 2025 −0.3 pp | Dec 2025 −0.2 pp | Mar 2026 +9.3 pp | Jun 2026 — | Sep 2026 — - DCH: Dec 2021 — | Mar 2022 — | Jun 2022 −1.2 pp | Sep 2022 +0.3 pp | Dec 2022 +1.2 pp | Mar 2023 −2.5 pp | Jun 2023 −0.3 pp | Sep 2023 −2.6 pp | Dec 2023 −1.8 pp | Mar 2024 +2.4 pp | Jun 2024 +1.6 pp | Sep 2024 +1.3 pp | Dec 2024 +0.6 pp | Mar 2025 −1.8 pp | Jun 2025 −1.7 pp | Sep 2025 +0.4 pp | Dec 2025 −5.0 pp | Mar 2026 −4.4 pp | Jun 2026 — | Sep 2026 — - THRM: Dec 2021 — | Mar 2022 — | Jun 2022 −8.9 pp | Sep 2022 −1.6 pp | Dec 2022 −7.8 pp | Mar 2023 −0.4 pp | Jun 2023 −1.8 pp | Sep 2023 −0.4 pp | Dec 2023 +7.6 pp | Mar 2024 +0.2 pp | Jun 2024 +7.6 pp | Sep 2024 +2.2 pp | Dec 2024 −1.9 pp | Mar 2025 −0.3 pp | Jun 2025 −2.4 pp | Sep 2025 −2.5 pp | Dec 2025 −2.1 pp | Mar 2026 −1.9 pp | Jun 2026 — | Sep 2026 — - XPEL: Dec 2021 — | Mar 2022 — | Jun 2022 +0.4 pp | Sep 2022 +4.2 pp | Dec 2022 +1.6 pp | Mar 2023 +3.4 pp | Jun 2023 +0.9 pp | Sep 2023 −2.1 pp | Dec 2023 −0.3 pp | Mar 2024 −7.2 pp | Jun 2024 −2.2 pp | Sep 2024 −0.9 pp | Dec 2024 −2.0 pp | Mar 2025 +0.5 pp | Jun 2025 −2.0 pp | Sep 2025 −2.9 pp | Dec 2025 +1.2 pp | Mar 2026 +0.4 pp | Jun 2026 — | Sep 2026 — - PLOW: Dec 2021 — | Mar 2022 — | Jun 2022 −1.7 pp | Sep 2022 +3.6 pp | Dec 2022 +1.9 pp | Mar 2023 −13.8 pp | Jun 2023 +3.1 pp | Sep 2023 −3.7 pp | Dec 2023 −1.0 pp | Mar 2024 +10.0 pp | Jun 2024 +1.5 pp | Sep 2024 +27.4 pp | Dec 2024 −0.4 pp | Mar 2025 +9.5 pp | Jun 2025 +0.8 pp | Sep 2025 −26.7 pp | Dec 2025 +1.5 pp | Mar 2026 +4.4 pp | Jun 2026 — | Sep 2026 — ## Profit Scale & Acceleration 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. 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. Evidence: AutoZone, Inc. · $2,478 million | 113.1% versus #2 · Dana Incorporated | 2/8 recent comparable periods | 13/29 companies · 498 observations Definition: 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 profit — largest 1. AutoZone, Inc. (AZO): ₹2.5K Cr 2. Dana Incorporated (DAN): ₹1.2K Cr — older report 3. Allison Transmission Holdings, Inc. (ALSN): ₹543 Cr — older report 4. BorgWarner Inc. (BWA): ₹419 Cr — older report 5. Aptiv PLC (APTV): ₹383 Cr — older report ### Profit growth — fastest growers 1. BorgWarner Inc. (BWA): 20% — older report 2. Atmus Filtration Technologies Inc. (ATMU): 14% — older report 3. XPEL, Inc. (XPEL): 13% — older report 4. AutoZone, Inc. (AZO): -3.3% 5. Dorman Products, Inc. (DORM): -11% — older report ### 20-quarter Net profit history - ORLY: Dec 2021 ₹519 Cr | Mar 2022 ₹482 Cr | Jun 2022 ₹577 Cr | Sep 2022 ₹585 Cr | Dec 2022 ₹529 Cr | Mar 2023 ₹517 Cr | Jun 2023 ₹627 Cr | Sep 2023 ₹650 Cr | Dec 2023 ₹553 Cr | Mar 2024 ₹547 Cr | Jun 2024 ₹623 Cr | Sep 2024 ₹665 Cr | Dec 2024 ₹551 Cr | Mar 2025 ₹538 Cr | Jun 2025 ₹669 Cr | Sep 2025 ₹726 Cr | Dec 2025 ₹605 Cr | Mar 2026 ₹604 Cr | Jun 2026 — | Sep 2026 — - AZO: Dec 2021 ₹555 Cr | Mar 2022 ₹472 Cr | Jun 2022 ₹593 Cr | Sep 2022 ₹810 Cr | Dec 2022 ₹539 Cr | Mar 2023 ₹477 Cr | Jun 2023 ₹648 Cr | Sep 2023 ₹865 Cr | Dec 2023 ₹593 Cr | Mar 2024 ₹515 Cr | Jun 2024 ₹652 Cr | Sep 2024 ₹902 Cr | Dec 2024 ₹565 Cr | Mar 2025 ₹488 Cr | Jun 2025 ₹608 Cr | Sep 2025 ₹837 Cr | Dec 2025 ₹531 Cr | Mar 2026 ₹469 Cr | Jun 2026 ₹641 Cr | Sep 2026 — - GPC: Dec 2021 ₹256 Cr | Mar 2022 ₹246 Cr | Jun 2022 ₹373 Cr | Sep 2022 ₹312 Cr | Dec 2022 ₹252 Cr | Mar 2023 ₹304 Cr | Jun 2023 ₹344 Cr | Sep 2023 ₹351 Cr | Dec 2023 ₹317 Cr | Mar 2024 ₹249 Cr | Jun 2024 ₹296 Cr | Sep 2024 ₹227 Cr | Dec 2024 ₹133 Cr | Mar 2025 ₹194 Cr | Jun 2025 ₹255 Cr | Sep 2025 ₹226 Cr | Dec 2025 ₹-609 Cr | Mar 2026 ₹189 Cr | Jun 2026 — | Sep 2026 — - MGA: Dec 2021 ₹478 Cr | Mar 2022 ₹379 Cr | Jun 2022 ₹-145 Cr | Sep 2022 ₹296 Cr | Dec 2022 ₹111 Cr | Mar 2023 ₹217 Cr | Jun 2023 ₹354 Cr | Sep 2023 ₹417 Cr | Dec 2023 ₹298 Cr | Mar 2024 ₹26 Cr | Jun 2024 ₹328 Cr | Sep 2024 ₹508 Cr | Dec 2024 ₹234 Cr | Mar 2025 ₹153 Cr | Jun 2025 ₹394 Cr | Sep 2025 ₹333 Cr | Dec 2025 ₹3 Cr | Mar 2026 ₹-1 Cr | Jun 2026 — | Sep 2026 — - AUR: Dec 2021 ₹-251 Cr | Mar 2022 ₹-77 Cr | Jun 2022 ₹-1.2K Cr | Sep 2022 ₹-198 Cr | Dec 2022 ₹-294 Cr | Mar 2023 ₹-196 Cr | Jun 2023 ₹-218 Cr | Sep 2023 ₹-190 Cr | Dec 2023 ₹-192 Cr | Mar 2024 ₹-165 Cr | Jun 2024 ₹-182 Cr | Sep 2024 ₹-208 Cr | Dec 2024 ₹-193 Cr | Mar 2025 ₹-208 Cr | Jun 2025 ₹-201 Cr | Sep 2025 ₹-201 Cr | Dec 2025 ₹-206 Cr | Mar 2026 ₹-223 Cr | Jun 2026 — | Sep 2026 — - BWA: Dec 2021 ₹154 Cr | Mar 2022 ₹224 Cr | Jun 2022 ₹231 Cr | Sep 2022 ₹292 Cr | Dec 2022 ₹279 Cr | Mar 2023 ₹230 Cr | Jun 2023 ₹222 Cr | Sep 2023 ₹68 Cr | Dec 2023 ₹175 Cr | Mar 2024 ₹221 Cr | Jun 2024 ₹317 Cr | Sep 2024 ₹249 Cr | Dec 2024 ₹-388 Cr | Mar 2025 ₹171 Cr | Jun 2025 ₹232 Cr | Sep 2025 ₹173 Cr | Dec 2025 ₹-241 Cr | Mar 2026 ₹255 Cr | Jun 2026 — | Sep 2026 — - MOD: Dec 2021 ₹75 Cr | Mar 2022 ₹24 Cr | Jun 2022 ₹24 Cr | Sep 2022 ₹37 Cr | Dec 2022 ₹42 Cr | Mar 2023 ₹-6 Cr | Jun 2023 ₹75 Cr | Sep 2023 ₹73 Cr | Dec 2023 ₹66 Cr | Mar 2024 ₹53 Cr | Jun 2024 ₹85 Cr | Sep 2024 ₹86 Cr | Dec 2024 ₹67 Cr | Mar 2025 ₹84 Cr | Jun 2025 ₹80 Cr | Sep 2025 ₹83 Cr | Dec 2025 ₹-30 Cr | Mar 2026 ₹118 Cr | Jun 2026 — | Sep 2026 — - ALSN: Dec 2021 ₹118 Cr | Mar 2022 ₹129 Cr | Jun 2022 ₹122 Cr | Sep 2022 ₹139 Cr | Dec 2022 ₹141 Cr | Mar 2023 ₹170 Cr | Jun 2023 ₹175 Cr | Sep 2023 ₹158 Cr | Dec 2023 ₹170 Cr | Mar 2024 ₹169 Cr | Jun 2024 ₹187 Cr | Sep 2024 ₹200 Cr | Dec 2024 ₹175 Cr | Mar 2025 ₹192 Cr | Jun 2025 ₹195 Cr | Sep 2025 ₹137 Cr | Dec 2025 ₹99 Cr | Mar 2026 ₹112 Cr | Jun 2026 — | Sep 2026 — - APTV: Dec 2021 ₹39 Cr | Mar 2022 ₹90 Cr | Jun 2022 ₹-72 Cr | Sep 2022 ₹306 Cr | Dec 2022 ₹266 Cr | Mar 2023 ₹164 Cr | Jun 2023 ₹246 Cr | Sep 2023 ₹1.6K Cr | Dec 2023 ₹919 Cr | Mar 2024 ₹224 Cr | Jun 2024 ₹943 Cr | Sep 2024 ₹368 Cr | Dec 2024 ₹275 Cr | Mar 2025 ₹-11 Cr | Jun 2025 ₹397 Cr | Sep 2025 ₹-352 Cr | Dec 2025 ₹147 Cr | Mar 2026 ₹191 Cr | Jun 2026 — | Sep 2026 — - ALV: Dec 2021 ₹115 Cr | Mar 2022 ₹83 Cr | Jun 2022 ₹79 Cr | Sep 2022 ₹106 Cr | Dec 2022 ₹156 Cr | Mar 2023 ₹74 Cr | Jun 2023 ₹53 Cr | Sep 2023 ₹134 Cr | Dec 2023 ₹227 Cr | Mar 2024 ₹127 Cr | Jun 2024 ₹139 Cr | Sep 2024 ₹139 Cr | Dec 2024 ₹243 Cr | Mar 2025 ₹167 Cr | Jun 2025 ₹168 Cr | Sep 2025 ₹175 Cr | Dec 2025 ₹226 Cr | Mar 2026 ₹142 Cr | Jun 2026 — | Sep 2026 — - MBLY: Dec 2021 ₹-53 Cr | Mar 2022 — | Jun 2022 ₹-60 Cr | Sep 2022 ₹-7 Cr | Dec 2022 ₹-45 Cr | Mar 2023 — | Jun 2023 ₹-79 Cr | Sep 2023 ₹-28 Cr | Dec 2023 ₹11 Cr | Mar 2024 ₹-218 Cr | Jun 2024 ₹-86 Cr | Sep 2024 ₹-2.7K Cr | Dec 2024 ₹-71 Cr | Mar 2025 ₹-102 Cr | Jun 2025 ₹-67 Cr | Sep 2025 ₹-96 Cr | Dec 2025 ₹-127 Cr | Mar 2026 ₹-3.8K Cr | Jun 2026 — | Sep 2026 — - LEA: Dec 2021 ₹-7 Cr | Mar 2022 — | Jun 2022 ₹56 Cr | Sep 2022 ₹81 Cr | Dec 2022 ₹113 Cr | Mar 2023 — | Jun 2023 ₹154 Cr | Sep 2023 ₹171 Cr | Dec 2023 ₹130 Cr | Mar 2024 ₹116 Cr | Jun 2024 ₹180 Cr | Sep 2024 ₹144 Cr | Dec 2024 ₹102 Cr | Mar 2025 ₹90 Cr | Jun 2025 ₹176 Cr | Sep 2025 ₹114 Cr | Dec 2025 ₹95 Cr | Mar 2026 — | Jun 2026 ₹178 Cr | Sep 2026 — - LKQ: Dec 2021 ₹235 Cr | Mar 2022 ₹269 Cr | Jun 2022 ₹420 Cr | Sep 2022 ₹261 Cr | Dec 2022 ₹194 Cr | Mar 2023 ₹267 Cr | Jun 2023 ₹280 Cr | Sep 2023 ₹207 Cr | Dec 2023 ₹175 Cr | Mar 2024 ₹160 Cr | Jun 2024 ₹184 Cr | Sep 2024 ₹188 Cr | Dec 2024 ₹152 Cr | Mar 2025 ₹158 Cr | Jun 2025 ₹192 Cr | Sep 2025 ₹178 Cr | Dec 2025 ₹75 Cr | Mar 2026 ₹77 Cr | Jun 2026 — | Sep 2026 — - GTX: Dec 2021 ₹128 Cr | Mar 2022 ₹88 Cr | Jun 2022 ₹85 Cr | Sep 2022 ₹105 Cr | Dec 2022 ₹112 Cr | Mar 2023 ₹81 Cr | Jun 2023 ₹71 Cr | Sep 2023 ₹57 Cr | Dec 2023 ₹52 Cr | Mar 2024 ₹66 Cr | Jun 2024 ₹64 Cr | Sep 2024 ₹52 Cr | Dec 2024 ₹100 Cr | Mar 2025 ₹62 Cr | Jun 2025 ₹87 Cr | Sep 2025 ₹77 Cr | Dec 2025 ₹84 Cr | Mar 2026 ₹95 Cr | Jun 2026 — | Sep 2026 — - GNTX: Dec 2021 ₹84 Cr | Mar 2022 ₹88 Cr | Jun 2022 ₹72 Cr | Sep 2022 ₹73 Cr | Dec 2022 ₹86 Cr | Mar 2023 ₹98 Cr | Jun 2023 ₹109 Cr | Sep 2023 ₹105 Cr | Dec 2023 ₹117 Cr | Mar 2024 ₹108 Cr | Jun 2024 ₹86 Cr | Sep 2024 ₹123 Cr | Dec 2024 ₹88 Cr | Mar 2025 ₹95 Cr | Jun 2025 ₹96 Cr | Sep 2025 ₹101 Cr | Dec 2025 ₹93 Cr | Mar 2026 ₹98 Cr | Jun 2026 — | Sep 2026 — - ATMU: Dec 2021 — | Mar 2022 ₹35 Cr | Jun 2022 ₹49 Cr | Sep 2022 ₹50 Cr | Dec 2022 ₹36 Cr | Mar 2023 ₹53 Cr | Jun 2023 ₹46 Cr | Sep 2023 ₹38 Cr | Dec 2023 ₹35 Cr | Mar 2024 ₹46 Cr | Jun 2024 ₹56 Cr | Sep 2024 ₹44 Cr | Dec 2024 ₹40 Cr | Mar 2025 ₹45 Cr | Jun 2025 ₹60 Cr | Sep 2025 ₹55 Cr | Dec 2025 ₹48 Cr | Mar 2026 ₹48 Cr | Jun 2026 — | Sep 2026 — - DORM: Dec 2021 ₹34 Cr | Mar 2022 ₹35 Cr | Jun 2022 ₹38 Cr | Sep 2022 ₹31 Cr | Dec 2022 ₹18 Cr | Mar 2023 — | Jun 2023 ₹6 Cr | Sep 2023 ₹33 Cr | Dec 2023 ₹50 Cr | Mar 2024 ₹33 Cr | Jun 2024 ₹47 Cr | Sep 2024 ₹55 Cr | Dec 2024 ₹55 Cr | Mar 2025 ₹58 Cr | Jun 2025 ₹59 Cr | Sep 2025 ₹76 Cr | Dec 2025 ₹12 Cr | Mar 2026 ₹44 Cr | Jun 2026 — | Sep 2026 — - AAP: Dec 2021 ₹170 Cr | Mar 2022 ₹438 Cr | Jun 2022 ₹140 Cr | Sep 2022 ₹144 Cr | Dec 2022 ₹116 Cr | Mar 2023 — | Jun 2023 ₹48 Cr | Sep 2023 ₹79 Cr | Dec 2023 ₹-74 Cr | Mar 2024 — | Jun 2024 ₹17 Cr | Sep 2024 ₹31 Cr | Dec 2024 ₹-25 Cr | Mar 2025 — | Jun 2025 ₹24 Cr | Sep 2025 ₹15 Cr | Dec 2025 ₹-1 Cr | Mar 2026 ₹30 Cr | Jun 2026 ₹24 Cr | Sep 2026 — - QS: Dec 2021 ₹-67 Cr | Mar 2022 ₹-90 Cr | Jun 2022 ₹-95 Cr | Sep 2022 ₹-118 Cr | Dec 2022 ₹-109 Cr | Mar 2023 ₹-105 Cr | Jun 2023 ₹-117 Cr | Sep 2023 ₹-111 Cr | Dec 2023 ₹-113 Cr | Mar 2024 ₹-121 Cr | Jun 2024 ₹-123 Cr | Sep 2024 ₹-120 Cr | Dec 2024 ₹-115 Cr | Mar 2025 ₹-114 Cr | Jun 2025 ₹-115 Cr | Sep 2025 ₹-106 Cr | Dec 2025 ₹-100 Cr | Mar 2026 ₹-101 Cr | Jun 2026 — | Sep 2026 — - VGNT: 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 ₹95 Cr | Jun 2025 — | Sep 2025 — | Dec 2025 — | Mar 2026 ₹78 Cr | Jun 2026 — | Sep 2026 — - DAN: Dec 2021 ₹29 Cr | Mar 2022 ₹20 Cr | Jun 2022 ₹10 Cr | Sep 2022 ₹-163 Cr | Dec 2022 ₹-178 Cr | Mar 2023 ₹31 Cr | Jun 2023 ₹36 Cr | Sep 2023 ₹25 Cr | Dec 2023 ₹-44 Cr | Mar 2024 ₹-2 Cr | Jun 2024 ₹16 Cr | Sep 2024 ₹11 Cr | Dec 2024 ₹-76 Cr | Mar 2025 ₹30 Cr | Jun 2025 ₹31 Cr | Sep 2025 ₹87 Cr | Dec 2025 ₹-46 Cr | Mar 2026 ₹1.1K Cr | Jun 2026 — | Sep 2026 — - PHIN: Dec 2021 — | Mar 2022 ₹57 Cr | Jun 2022 ₹41 Cr | Sep 2022 ₹89 Cr | Dec 2022 ₹75 Cr | Mar 2023 ₹35 Cr | Jun 2023 ₹35 Cr | Sep 2023 ₹-1 Cr | Dec 2023 ₹33 Cr | Mar 2024 ₹29 Cr | Jun 2024 ₹14 Cr | Sep 2024 ₹31 Cr | Dec 2024 ₹5 Cr | Mar 2025 ₹26 Cr | Jun 2025 ₹46 Cr | Sep 2025 ₹13 Cr | Dec 2025 ₹45 Cr | Mar 2026 ₹37 Cr | Jun 2026 — | Sep 2026 — - VC: Dec 2021 ₹35 Cr | Mar 2022 ₹23 Cr | Jun 2022 ₹23 Cr | Sep 2022 ₹49 Cr | Dec 2022 ₹35 Cr | Mar 2023 ₹38 Cr | Jun 2023 ₹23 Cr | Sep 2023 ₹71 Cr | Dec 2023 ₹373 Cr | Mar 2024 ₹44 Cr | Jun 2024 ₹75 Cr | Sep 2024 ₹40 Cr | Dec 2024 ₹125 Cr | Mar 2025 ₹69 Cr | Jun 2025 ₹69 Cr | Sep 2025 ₹59 Cr | Dec 2025 ₹18 Cr | Mar 2026 ₹33 Cr | Jun 2026 — | Sep 2026 — - GT: Dec 2021 ₹557 Cr | Mar 2022 ₹96 Cr | Jun 2022 ₹170 Cr | Sep 2022 ₹48 Cr | Dec 2022 ₹-105 Cr | Mar 2023 ₹-99 Cr | Jun 2023 ₹-208 Cr | Sep 2023 ₹-84 Cr | Dec 2023 ₹-296 Cr | Mar 2024 ₹-58 Cr | Jun 2024 ₹73 Cr | Sep 2024 ₹-36 Cr | Dec 2024 ₹68 Cr | Mar 2025 ₹118 Cr | Jun 2025 ₹281 Cr | Sep 2025 ₹-2.2K Cr | Dec 2025 ₹98 Cr | Mar 2026 ₹-246 Cr | Jun 2026 — | Sep 2026 — - ADNT: Dec 2021 ₹-30 Cr | Mar 2022 ₹-60 Cr | Jun 2022 ₹-20 Cr | Sep 2022 ₹70 Cr | Dec 2022 ₹33 Cr | Mar 2023 ₹10 Cr | Jun 2023 ₹95 Cr | Sep 2023 ₹157 Cr | Dec 2023 ₹45 Cr | Mar 2024 ₹-49 Cr | Jun 2024 ₹5 Cr | Sep 2024 ₹100 Cr | Dec 2024 ₹25 Cr | Mar 2025 ₹-313 Cr | Jun 2025 ₹59 Cr | Sep 2025 ₹38 Cr | Dec 2025 ₹-1 Cr | Mar 2026 ₹44 Cr | Jun 2026 — | Sep 2026 — - DCH: Dec 2021 ₹-46 Cr | Mar 2022 ₹1 Cr | Jun 2022 ₹23 Cr | Sep 2022 ₹27 Cr | Dec 2022 ₹14 Cr | Mar 2023 ₹-5 Cr | Jun 2023 ₹8 Cr | Sep 2023 ₹-17 Cr | Dec 2023 ₹-19 Cr | Mar 2024 ₹21 Cr | Jun 2024 ₹18 Cr | Sep 2024 ₹10 Cr | Dec 2024 ₹-14 Cr | Mar 2025 ₹7 Cr | Jun 2025 ₹39 Cr | Sep 2025 ₹9 Cr | Dec 2025 ₹-75 Cr | Mar 2026 ₹-100 Cr | Jun 2026 — | Sep 2026 — - THRM: Dec 2021 ₹20 Cr | Mar 2022 ₹12 Cr | Jun 2022 ₹7 Cr | Sep 2022 ₹10 Cr | Dec 2022 ₹-4 Cr | Mar 2023 ₹8 Cr | Jun 2023 ₹-2 Cr | Sep 2023 ₹16 Cr | Dec 2023 ₹18 Cr | Mar 2024 ₹15 Cr | Jun 2024 ₹19 Cr | Sep 2024 ₹16 Cr | Dec 2024 ₹15 Cr | Mar 2025 ₹0 Cr | Jun 2025 ₹0 Cr | Sep 2025 ₹15 Cr | Dec 2025 ₹3 Cr | Mar 2026 ₹4 Cr | Jun 2026 — | Sep 2026 — - XPEL: Dec 2021 ₹6 Cr | Mar 2022 ₹8 Cr | Jun 2022 ₹12 Cr | Sep 2022 ₹13 Cr | Dec 2022 ₹8 Cr | Mar 2023 ₹11 Cr | Jun 2023 ₹16 Cr | Sep 2023 ₹14 Cr | Dec 2023 ₹12 Cr | Mar 2024 ₹7 Cr | Jun 2024 ₹15 Cr | Sep 2024 ₹15 Cr | Dec 2024 ₹9 Cr | Mar 2025 ₹9 Cr | Jun 2025 ₹16 Cr | Sep 2025 ₹13 Cr | Dec 2025 ₹14 Cr | Mar 2026 ₹11 Cr | Jun 2026 — | Sep 2026 — - PLOW: Dec 2021 ₹9 Cr | Mar 2022 ₹-4 Cr | Jun 2022 ₹18 Cr | Sep 2022 ₹13 Cr | Dec 2022 ₹12 Cr | Mar 2023 ₹-13 Cr | Jun 2023 ₹24 Cr | Sep 2023 ₹6 Cr | Dec 2023 ₹7 Cr | Mar 2024 ₹-8 Cr | Jun 2024 ₹24 Cr | Sep 2024 ₹32 Cr | Dec 2024 ₹8 Cr | Mar 2025 ₹0 Cr | Jun 2025 ₹26 Cr | Sep 2025 ₹8 Cr | Dec 2025 ₹13 Cr | Mar 2026 ₹6 Cr | Jun 2026 — | Sep 2026 — ### 20-quarter Profit growth history - ORLY: Dec 2021 — | Mar 2022 — | Jun 2022 -1.4% | Sep 2022 4.7% | Dec 2022 1.9% | Mar 2023 7.3% | Jun 2023 8.7% | Sep 2023 11% | Dec 2023 4.5% | Mar 2024 5.8% | Jun 2024 -0.6% | Sep 2024 2.3% | Dec 2024 -0.4% | Mar 2025 -1.7% | Jun 2025 7.4% | Sep 2025 9.2% | Dec 2025 9.8% | Mar 2026 12% | Jun 2026 — | Sep 2026 — - AZO: Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 3.1% | Dec 2022 -2.9% | Mar 2023 1.1% | Jun 2023 9.3% | Sep 2023 6.8% | Dec 2023 10% | Mar 2024 8.0% | Jun 2024 0.6% | Sep 2024 4.3% | 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 2026 5.4% | Sep 2026 — - GPC: Dec 2021 — | Mar 2022 — | Jun 2022 90% | Sep 2022 36% | Dec 2022 -1.6% | Mar 2023 24% | Jun 2023 -7.8% | Sep 2023 13% | Dec 2023 26% | 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 — | Sep 2026 — - MGA: Dec 2021 — | Mar 2022 — | Jun 2022 -133% | Sep 2022 1,641% | Dec 2022 -77% | Mar 2023 -43% | Jun 2023 — | Sep 2023 41% | Dec 2023 168% | Mar 2024 -88% | Jun 2024 -7.3% | Sep 2024 22% | Dec 2024 -21% | Mar 2025 488% | Jun 2025 20% | Sep 2025 -34% | Dec 2025 -99% | Mar 2026 -101% | Jun 2026 — | Sep 2026 — - BWA: Dec 2021 — | Mar 2022 — | Jun 2022 -16% | Sep 2022 150% | Dec 2022 81% | Mar 2023 2.7% | Jun 2023 -3.9% | Sep 2023 -77% | Dec 2023 -37% | Mar 2024 -3.9% | Jun 2024 43% | Sep 2024 266% | Dec 2024 -322% | Mar 2025 -23% | Jun 2025 -27% | Sep 2025 -31% | Dec 2025 — | Mar 2026 49% | Jun 2026 — | Sep 2026 — - MOD: Dec 2021 — | Mar 2022 — | Jun 2022 243% | Sep 2022 236% | Dec 2022 -44% | Mar 2023 -125% | Jun 2023 213% | Sep 2023 97% | Dec 2023 57% | Mar 2024 — | Jun 2024 13% | Sep 2024 18% | Dec 2024 1.5% | Mar 2025 58% | Jun 2025 -5.9% | Sep 2025 -3.5% | Dec 2025 -145% | Mar 2026 40% | Jun 2026 — | Sep 2026 — - ALSN: Dec 2021 — | Mar 2022 — | Jun 2022 11% | Sep 2022 48% | Dec 2022 19% | Mar 2023 32% | Jun 2023 43% | Sep 2023 14% | Dec 2023 21% | Mar 2024 -0.6% | Jun 2024 6.9% | Sep 2024 27% | Dec 2024 2.9% | Mar 2025 14% | Jun 2025 4.3% | Sep 2025 -32% | Dec 2025 -43% | Mar 2026 -42% | Jun 2026 — | Sep 2026 — - APTV: Dec 2021 — | Mar 2022 — | Jun 2022 -143% | Sep 2022 194% | Dec 2022 582% | Mar 2023 82% | Jun 2023 — | Sep 2023 435% | Dec 2023 245% | Mar 2024 37% | Jun 2024 283% | Sep 2024 -78% | Dec 2024 -70% | Mar 2025 -105% | Jun 2025 -58% | Sep 2025 -196% | Dec 2025 -47% | Mar 2026 — | Jun 2026 — | Sep 2026 — - ALV: Dec 2021 — | Mar 2022 — | Jun 2022 -25% | Sep 2022 77% | Dec 2022 36% | Mar 2023 -11% | Jun 2023 -33% | Sep 2023 26% | Dec 2023 46% | Mar 2024 72% | Jun 2024 162% | Sep 2024 3.7% | Dec 2024 7.1% | Mar 2025 32% | Jun 2025 21% | Sep 2025 26% | Dec 2025 -7.0% | Mar 2026 -15% | Jun 2026 — | Sep 2026 — - MBLY: 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 — | Sep 2026 — - LEA: Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 -57% | Dec 2022 — | Mar 2023 — | Jun 2023 175% | Sep 2023 111% | Dec 2023 15% | Mar 2024 — | Jun 2024 17% | Sep 2024 -16% | Dec 2024 -22% | Mar 2025 -22% | Jun 2025 -2.2% | Sep 2025 -21% | Dec 2025 -6.9% | Mar 2026 — | Jun 2026 1.1% | Sep 2026 — - LKQ: Dec 2021 — | Mar 2022 — | Jun 2022 37% | 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 2025 4.4% | Sep 2025 -5.3% | Dec 2025 -51% | Mar 2026 -51% | Jun 2026 — | Sep 2026 — - GTX: Dec 2021 — | Mar 2022 — | Jun 2022 -79% | Sep 2022 67% | Dec 2022 -13% | Mar 2023 -8.0% | Jun 2023 -16% | Sep 2023 -46% | Dec 2023 -54% | Mar 2024 -19% | Jun 2024 -9.9% | Sep 2024 -8.8% | Dec 2024 92% | Mar 2025 -6.1% | Jun 2025 36% | Sep 2025 48% | Dec 2025 -16% | Mar 2026 53% | Jun 2026 — | Sep 2026 — - GNTX: Dec 2021 — | Mar 2022 — | Jun 2022 -17% | Sep 2022 -5.2% | Dec 2022 2.4% | Mar 2023 11% | Jun 2023 51% | Sep 2023 44% | Dec 2023 36% | Mar 2024 10% | Jun 2024 -21% | Sep 2024 17% | Dec 2024 -25% | Mar 2025 -12% | Jun 2025 12% | Sep 2025 -18% | Dec 2025 5.7% | Mar 2026 3.2% | Jun 2026 — | Sep 2026 — - ATMU: Dec 2021 — | Mar 2022 — | Jun 2022 -14% | Sep 2022 — | Dec 2022 — | Mar 2023 51% | Jun 2023 -6.1% | Sep 2023 -24% | Dec 2023 -2.8% | Mar 2024 -13% | Jun 2024 22% | Sep 2024 16% | Dec 2024 14% | Mar 2025 -2.2% | Jun 2025 7.1% | Sep 2025 25% | Dec 2025 20% | Mar 2026 6.7% | Jun 2026 — | Sep 2026 — - DORM: Dec 2021 — | Mar 2022 — | Jun 2022 19% | Sep 2022 -6.1% | Dec 2022 -47% | Mar 2023 — | Jun 2023 -84% | Sep 2023 6.5% | Dec 2023 178% | Mar 2024 — | Jun 2024 683% | Sep 2024 67% | Dec 2024 10% | Mar 2025 76% | Jun 2025 26% | Sep 2025 38% | Dec 2025 -78% | Mar 2026 -24% | Jun 2026 — | Sep 2026 — - AAP: Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 -20% | Dec 2022 -32% | Mar 2023 — | Jun 2023 -66% | Sep 2023 -45% | Dec 2023 -164% | Mar 2024 — | Jun 2024 -65% | Sep 2024 -61% | Dec 2024 — | Mar 2025 — | Jun 2025 41% | Sep 2025 -52% | Dec 2025 — | Mar 2026 — | Jun 2026 0.0% | Sep 2026 — - QS: Dec 2021 — | Mar 2022 — | Jun 2022 -217% | Sep 2022 -887% | 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 — | Sep 2026 — - VGNT: 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 2025 — | Sep 2025 — | Dec 2025 — | Mar 2026 -18% | Jun 2026 — | Sep 2026 — - DAN: Dec 2021 — | Mar 2022 — | Jun 2022 -81% | Sep 2022 -426% | Dec 2022 -714% | Mar 2023 55% | Jun 2023 260% | Sep 2023 — | Dec 2023 — | Mar 2024 -106% | Jun 2024 -56% | Sep 2024 -56% | Dec 2024 — | Mar 2025 — | Jun 2025 94% | Sep 2025 691% | Dec 2025 — | Mar 2026 3,537% | Jun 2026 — | Sep 2026 — - PHIN: Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 — | Dec 2022 — | Mar 2023 -39% | Jun 2023 -15% | Sep 2023 -101% | Dec 2023 -56% | Mar 2024 -17% | Jun 2024 -60% | Sep 2024 — | Dec 2024 -85% | Mar 2025 -10% | Jun 2025 229% | Sep 2025 -58% | Dec 2025 800% | Mar 2026 42% | Jun 2026 — | Sep 2026 — - VC: Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 600% | Dec 2022 0.0% | Mar 2023 65% | Jun 2023 0.0% | Sep 2023 45% | Dec 2023 966% | Mar 2024 16% | Jun 2024 226% | Sep 2024 -44% | Dec 2024 -66% | Mar 2025 57% | Jun 2025 -8.0% | Sep 2025 48% | Dec 2025 -86% | Mar 2026 -52% | Jun 2026 — | Sep 2026 — - GT: Dec 2021 — | Mar 2022 — | Jun 2022 139% | Sep 2022 -64% | Dec 2022 -119% | Mar 2023 -203% | Jun 2023 -222% | Sep 2023 -275% | Dec 2023 — | Mar 2024 — | Jun 2024 — | Sep 2024 — | Dec 2024 — | Mar 2025 — | Jun 2025 285% | Sep 2025 — | Dec 2025 44% | Mar 2026 -308% | Jun 2026 — | Sep 2026 — - ADNT: Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 -93% | Dec 2022 — | Mar 2023 — | Jun 2023 — | Sep 2023 124% | Dec 2023 36% | Mar 2024 -590% | Jun 2024 -95% | Sep 2024 -36% | Dec 2024 -44% | Mar 2025 — | Jun 2025 1,080% | Sep 2025 -62% | Dec 2025 -104% | Mar 2026 — | Jun 2026 — | Sep 2026 — - DCH: Dec 2021 — | Mar 2022 — | Jun 2022 44% | Sep 2022 — | Dec 2022 — | Mar 2023 -600% | Jun 2023 -65% | Sep 2023 -163% | Dec 2023 -236% | Mar 2024 — | Jun 2024 125% | Sep 2024 — | Dec 2024 — | Mar 2025 -67% | Jun 2025 117% | Sep 2025 -10% | Dec 2025 — | Mar 2026 -1,529% | Jun 2026 — | Sep 2026 — - THRM: Dec 2021 — | Mar 2022 — | Jun 2022 -72% | Sep 2022 -38% | Dec 2022 -120% | Mar 2023 -33% | Jun 2023 -129% | Sep 2023 60% | Dec 2023 — | Mar 2024 88% | Jun 2024 — | Sep 2024 0.0% | Dec 2024 -17% | Mar 2025 -100% | Jun 2025 -100% | Sep 2025 -6.3% | Dec 2025 -80% | Mar 2026 — | Jun 2026 — | Sep 2026 — - XPEL: Dec 2021 — | Mar 2022 — | Jun 2022 20% | Sep 2022 63% | Dec 2022 33% | Mar 2023 38% | Jun 2023 33% | Sep 2023 7.7% | Dec 2023 50% | Mar 2024 -36% | Jun 2024 -6.3% | Sep 2024 7.1% | Dec 2024 -25% | Mar 2025 29% | Jun 2025 6.7% | Sep 2025 -13% | Dec 2025 56% | Mar 2026 22% | Jun 2026 — | Sep 2026 — - PLOW: Dec 2021 — | Mar 2022 — | Jun 2022 29% | Sep 2022 86% | Dec 2022 33% | Mar 2023 — | Jun 2023 33% | Sep 2023 -54% | Dec 2023 -42% | Mar 2024 — | Jun 2024 0.0% | Sep 2024 433% | Dec 2024 14% | Mar 2025 — | Jun 2025 8.3% | Sep 2025 -75% | Dec 2025 63% | Mar 2026 — | Jun 2026 — | Sep 2026 — ## Return On Capital Employed 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. 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. Evidence: Garrett Motion Inc. · 14.2% | 7.6% versus #2 · O'Reilly Automotive, Inc. | 8/8 recent comparable periods | 29/29 companies · 511 observations Definition: 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. ### ROCE — highest 1. Garrett Motion Inc. (GTX): 14% 2. O'Reilly Automotive, Inc. (ORLY): 13% 3. Versigent PLC (VGNT): 11% — older report 4. AutoZone, Inc. (AZO): 9.2% 5. Atmus Filtration Technologies Inc. (ATMU): 5.8% — older report ### ROCE change — fastest improvers 1. Adient plc (ADNT): +6.5 pp — older report 2. Advance Auto Parts, Inc. (AAP): +3.0 pp 3. Garrett Motion Inc. (GTX): +2.3 pp 4. Versigent PLC (VGNT): +1.3 pp — older report 5. Douglas Dynamics, Inc. (PLOW): +1.2 pp — older report ### 20-quarter ROCE history - ORLY: Dec 2021 11% | Mar 2022 12% | Jun 2022 14% | Sep 2022 14% | Dec 2022 12% | Mar 2023 13% | Jun 2023 15% | Sep 2023 16% | Dec 2023 12% | Mar 2024 13% | Jun 2024 15% | Sep 2024 15% | Dec 2024 12% | Mar 2025 11% | Jun 2025 14% | Sep 2025 14% | Dec 2025 12% | Mar 2026 12% | Jun 2026 13% | Sep 2026 — - AZO: Dec 2021 10% | Mar 2022 9.1% | Jun 2022 12% | Sep 2022 16% | Dec 2022 11% | Mar 2023 10% | Jun 2023 13% | Sep 2023 17% | Dec 2023 12% | Mar 2024 10% | Jun 2024 12% | Sep 2024 16% | Dec 2024 11% | Mar 2025 8.4% | Jun 2025 10% | Sep 2025 13% | Dec 2025 8.5% | Mar 2026 7.2% | Jun 2026 9.2% | Sep 2026 — - GPC: Dec 2021 4.4% | Mar 2022 4.0% | Jun 2022 6.2% | Sep 2022 5.3% | Dec 2022 4.2% | Mar 2023 4.5% | Jun 2023 5.0% | Sep 2023 5.1% | Dec 2023 4.4% | Mar 2024 3.4% | Jun 2024 4.2% | Sep 2024 3.2% | Dec 2024 1.8% | Mar 2025 2.8% | Jun 2025 3.5% | Sep 2025 3.0% | Dec 2025 -0.4% | Mar 2026 2.6% | Jun 2026 3.0% | Sep 2026 — - MGA: Dec 2021 2.6% | Mar 2022 2.6% | Jun 2022 1.8% | Sep 2022 2.3% | Dec 2022 1.9% | Mar 2023 2.2% | Jun 2023 3.2% | Sep 2023 3.1% | Dec 2023 2.9% | Mar 2024 2.2% | Jun 2024 2.8% | Sep 2024 2.9% | Dec 2024 3.2% | Mar 2025 1.6% | Jun 2025 2.6% | Sep 2025 2.6% | Dec 2025 3.7% | Mar 2026 2.3% | Jun 2026 3.1% | Sep 2026 — - AUR: 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 -13% | Sep 2026 — - BWA: Dec 2021 1.4% | Mar 2022 2.8% | Jun 2022 2.1% | Sep 2022 2.1% | Dec 2022 2.1% | Mar 2023 2.1% | Jun 2023 2.6% | Sep 2023 2.4% | Dec 2023 2.4% | Mar 2024 2.5% | Jun 2024 2.5% | Sep 2024 2.5% | Dec 2024 -3.0% | Mar 2025 2.3% | Jun 2025 2.7% | Sep 2025 2.2% | Dec 2025 -2.3% | Mar 2026 3.2% | Jun 2026 — | Sep 2026 — - MOD: Dec 2021 8.7% | Mar 2022 2.4% | Jun 2022 2.9% | Sep 2022 4.1% | Dec 2022 4.1% | Mar 2023 4.9% | Jun 2023 6.6% | Sep 2023 6.5% | Dec 2023 5.7% | Mar 2024 4.0% | Jun 2024 6.1% | Sep 2024 6.0% | Dec 2024 4.7% | Mar 2025 5.6% | Jun 2025 5.0% | Sep 2025 4.7% | Dec 2025 5.5% | Mar 2026 6.3% | Jun 2026 4.0% | Sep 2026 — - ALSN: Dec 2021 4.3% | Mar 2022 5.0% | Jun 2022 4.6% | Sep 2022 5.0% | Dec 2022 4.7% | Mar 2023 5.5% | Jun 2023 5.7% | Sep 2023 5.2% | Dec 2023 5.2% | Mar 2024 5.3% | Jun 2024 5.8% | Sep 2024 5.6% | Dec 2024 5.0% | Mar 2025 5.3% | Jun 2025 5.3% | Sep 2025 4.1% | Dec 2025 3.3% | Mar 2026 3.2% | Jun 2026 — | Sep 2026 — - APTV: Dec 2021 1.9% | Mar 2022 1.7% | Jun 2022 0.7% | Sep 2022 3.2% | Dec 2022 2.9% | Mar 2023 2.1% | Jun 2023 2.5% | Sep 2023 2.6% | Dec 2023 1.9% | Mar 2024 2.4% | Jun 2024 2.4% | Sep 2024 2.6% | Dec 2024 2.5% | Mar 2025 2.5% | Jun 2025 2.6% | Sep 2025 -0.9% | Dec 2025 2.3% | Mar 2026 2.0% | Jun 2026 — | Sep 2026 — - ALV: Dec 2021 3.6% | Mar 2022 2.8% | Jun 2022 2.8% | Sep 2022 4.0% | Dec 2022 5.2% | Mar 2023 2.7% | Jun 2023 2.3% | Sep 2023 5.8% | Dec 2023 5.7% | Mar 2024 4.2% | Jun 2024 4.9% | Sep 2024 5.4% | Dec 2024 8.3% | Mar 2025 5.7% | Jun 2025 5.8% | Sep 2025 6.2% | Dec 2025 7.2% | Mar 2026 5.2% | Jun 2026 4.3% | Sep 2026 — - MBLY: Dec 2021 -0.3% | Mar 2022 — | Jun 2022 -0.6% | Sep 2022 0.2% | Dec 2022 -0.2% | Mar 2023 — | Jun 2023 -0.5% | Sep 2023 -0.2% | Dec 2023 0.0% | 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% | Sep 2026 — - LEA: Dec 2021 0.6% | Mar 2022 — | Jun 2022 1.5% | Sep 2022 1.7% | Dec 2022 2.4% | Mar 2023 — | Jun 2023 2.7% | Sep 2023 3.0% | Dec 2023 2.5% | Mar 2024 2.2% | Jun 2024 2.9% | Sep 2024 2.5% | Dec 2024 2.4% | Mar 2025 2.1% | Jun 2025 2.7% | Sep 2025 2.1% | Dec 2025 1.7% | Mar 2026 — | Jun 2026 2.8% | Sep 2026 2.9% - LKQ: Dec 2021 2.7% | Mar 2022 3.6% | Jun 2022 5.6% | Sep 2022 3.7% | Dec 2022 2.9% | Mar 2023 3.6% | Jun 2023 3.9% | Sep 2023 2.9% | Dec 2023 2.3% | Mar 2024 2.6% | Jun 2024 2.8% | Sep 2024 2.5% | Dec 2024 2.2% | Mar 2025 2.2% | Jun 2025 2.4% | Sep 2025 2.2% | Dec 2025 1.3% | Mar 2026 1.8% | Jun 2026 1.8% | Sep 2026 — - GTX: Dec 2021 8.8% | Mar 2022 11% | Jun 2022 9.1% | Sep 2022 9.7% | Dec 2022 8.9% | Mar 2023 10% | Jun 2023 11% | Sep 2023 9.6% | Dec 2023 9.8% | Mar 2024 8.8% | Jun 2024 10% | Sep 2024 11% | Dec 2024 11% | Mar 2025 11% | Jun 2025 12% | Sep 2025 13% | Dec 2025 12% | Mar 2026 14% | Jun 2026 14% | Sep 2026 — - GNTX: Dec 2021 4.4% | Mar 2022 5.2% | Jun 2022 4.3% | Sep 2022 4.4% | Dec 2022 4.7% | Mar 2023 5.6% | Jun 2023 6.0% | Sep 2023 5.7% | Dec 2023 6.0% | Mar 2024 5.7% | Jun 2024 4.9% | Sep 2024 5.3% | Dec 2024 3.7% | Mar 2025 4.6% | Jun 2025 4.8% | Sep 2025 4.9% | Dec 2025 4.8% | Mar 2026 4.9% | Jun 2026 5.6% | Sep 2026 — - ATMU: Dec 2021 0.0% | Mar 2022 13% | Jun 2022 — | Sep 2022 44% | Dec 2022 5.6% | Mar 2023 11% | Jun 2023 16% | Sep 2023 15% | Dec 2023 7.6% | Mar 2024 9.1% | Jun 2024 9.5% | Sep 2024 7.2% | Dec 2024 6.0% | Mar 2025 6.8% | Jun 2025 8.6% | Sep 2025 8.3% | Dec 2025 6.8% | Mar 2026 5.8% | Jun 2026 — | Sep 2026 — - DORM: Dec 2021 4.7% | Mar 2022 4.7% | Jun 2022 4.9% | Sep 2022 4.0% | Dec 2022 2.5% | Mar 2023 — | Jun 2023 1.3% | Sep 2023 4.0% | Dec 2023 4.5% | Mar 2024 3.2% | Jun 2024 4.2% | Sep 2024 4.5% | Dec 2024 4.8% | Mar 2025 4.4% | Jun 2025 4.4% | Sep 2025 5.5% | Dec 2025 1.6% | Mar 2026 3.0% | Jun 2026 — | Sep 2026 — - AAP: Dec 2021 3.2% | Mar 2022 1.4% | Jun 2022 2.9% | Sep 2022 2.9% | Dec 2022 2.5% | Mar 2023 — | Jun 2023 1.4% | Sep 2023 1.8% | Dec 2023 -1.1% | Mar 2024 — | Jun 2024 0.7% | Sep 2024 0.8% | Dec 2024 -13% | Mar 2025 — | Jun 2025 -2.0% | Sep 2025 0.3% | Dec 2025 0.3% | Mar 2026 0.6% | Jun 2026 1.0% | Sep 2026 — - QS: Dec 2021 -4.9% | Mar 2022 -5.6% | Jun 2022 -5.8% | Sep 2022 -7.5% | Dec 2022 -7.3% | Mar 2023 -7.3% | Jun 2023 -8.6% | Sep 2023 -8.0% | Dec 2023 -8.7% | Mar 2024 -9.7% | Jun 2024 -10% | Sep 2024 -9.5% | Dec 2024 -9.5% | Mar 2025 -9.6% | Jun 2025 -10% | Sep 2025 -9.2% | Dec 2025 -8.8% | Mar 2026 -9.1% | Jun 2026 -9.5% | Sep 2026 — - VGNT: 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 2025 — | Sep 2025 — | Dec 2025 — | Mar 2026 11% | Jun 2026 — | Sep 2026 — - DAN: Dec 2021 1.5% | Mar 2022 1.2% | Jun 2022 1.1% | Sep 2022 -1.9% | Dec 2022 1.2% | Mar 2023 1.7% | Jun 2023 2.3% | Sep 2023 1.8% | Dec 2023 0.8% | Mar 2024 1.4% | Jun 2024 -0.1% | Sep 2024 0.0% | Dec 2024 -2.1% | Mar 2025 0.2% | Jun 2025 0.5% | Sep 2025 1.4% | Dec 2025 1.6% | Mar 2026 1.3% | Jun 2026 — | Sep 2026 — - PHIN: Dec 2021 0.0% | Mar 2022 — | Jun 2022 — | Sep 2022 3.8% | Dec 2022 2.9% | Mar 2023 4.0% | Jun 2023 3.8% | Sep 2023 1.6% | Dec 2023 2.8% | Mar 2024 2.5% | Jun 2024 2.5% | Sep 2024 2.2% | Dec 2024 1.8% | Mar 2025 2.2% | Jun 2025 3.1% | Sep 2025 1.2% | Dec 2025 2.4% | Mar 2026 2.5% | Jun 2026 2.8% | Sep 2026 — - VC: Dec 2021 2.8% | Mar 2022 1.8% | Jun 2022 2.0% | Sep 2022 4.2% | Dec 2022 4.1% | Mar 2023 4.0% | Jun 2023 3.7% | Sep 2023 6.6% | Dec 2023 4.7% | Mar 2024 4.0% | Jun 2024 6.0% | Sep 2024 3.1% | Dec 2024 4.1% | Mar 2025 4.7% | Jun 2025 4.5% | Sep 2025 3.5% | Dec 2025 2.9% | Mar 2026 1.8% | Jun 2026 3.1% | Sep 2026 — - GT: Dec 2021 2.5% | Mar 2022 1.8% | Jun 2022 2.0% | Sep 2022 1.7% | Dec 2022 0.8% | Mar 2023 0.3% | Jun 2023 -0.2% | Sep 2023 0.6% | Dec 2023 -1.2% | Mar 2024 0.7% | Jun 2024 1.3% | Sep 2024 0.9% | Dec 2024 1.9% | Mar 2025 -0.1% | Jun 2025 0.1% | Sep 2025 -3.8% | Dec 2025 2.3% | Mar 2026 -0.7% | Jun 2026 — | Sep 2026 — - ADNT: Dec 2021 1.1% | Mar 2022 0.7% | Jun 2022 0.6% | Sep 2022 2.1% | Dec 2022 1.8% | Mar 2023 1.6% | Jun 2023 3.0% | Sep 2023 2.5% | Dec 2023 1.9% | Mar 2024 0.1% | Jun 2024 1.7% | Sep 2024 2.3% | Dec 2024 1.7% | Mar 2025 -4.0% | Jun 2025 2.2% | Sep 2025 2.2% | Dec 2025 1.7% | Mar 2026 2.5% | Jun 2026 — | Sep 2026 — - DCH: Dec 2021 0.7% | Mar 2022 1.5% | Jun 2022 1.2% | Sep 2022 1.4% | Dec 2022 1.2% | Mar 2023 0.8% | Jun 2023 1.3% | Sep 2023 0.5% | Dec 2023 0.7% | Mar 2024 1.8% | Jun 2024 2.1% | Sep 2024 1.0% | Dec 2024 0.9% | Mar 2025 1.1% | Jun 2025 1.4% | Sep 2025 1.2% | Dec 2025 -0.7% | Mar 2026 -0.5% | Jun 2026 — | Sep 2026 — - THRM: Dec 2021 2.8% | Mar 2022 2.0% | Jun 2022 1.1% | Sep 2022 2.8% | Dec 2022 0.4% | Mar 2023 2.1% | Jun 2023 0.5% | Sep 2023 2.6% | Dec 2023 3.4% | Mar 2024 1.9% | Jun 2024 3.6% | Sep 2024 3.5% | Dec 2024 2.6% | Mar 2025 1.8% | Jun 2025 2.5% | Sep 2025 2.5% | Dec 2025 1.9% | Mar 2026 1.1% | Jun 2026 1.0% | Sep 2026 — - XPEL: Dec 2021 9.1% | Mar 2022 9.5% | Jun 2022 14% | Sep 2022 14% | Dec 2022 7.5% | Mar 2023 9.3% | Jun 2023 12% | Sep 2023 11% | Dec 2023 7.5% | Mar 2024 4.5% | Jun 2024 9.3% | Sep 2024 8.8% | Dec 2024 5.4% | Mar 2025 4.6% | Jun 2025 7.7% | Sep 2025 6.2% | Dec 2025 5.6% | Mar 2026 4.6% | Jun 2026 — | Sep 2026 — - PLOW: Dec 2021 2.6% | Mar 2022 -0.6% | Jun 2022 5.2% | Sep 2022 4.0% | Dec 2022 3.4% | Mar 2023 -2.9% | Jun 2023 7.1% | Sep 2023 2.4% | Dec 2023 2.6% | Mar 2024 -1.4% | Jun 2024 7.5% | Sep 2024 9.2% | Dec 2024 2.6% | Mar 2025 0.7% | Jun 2025 7.5% | Sep 2025 2.7% | Dec 2025 3.7% | Mar 2026 1.9% | Jun 2026 — | Sep 2026 — ### 20-quarter ROCE change history - ORLY: Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 — | 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 2025 0.0 pp | Mar 2026 +0.3 pp | Jun 2026 −0.5 pp | Sep 2026 — - AZO: 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 | Sep 2026 — - GPC: Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 — | 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 | Sep 2026 — - MGA: Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 — | 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 2024 0.0 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 +0.5 pp | Sep 2026 — - AUR: Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 — | 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 2025 0.0 pp | Sep 2025 −0.9 pp | Dec 2025 −1.6 pp | Mar 2026 −1.4 pp | Jun 2026 −1.1 pp | Sep 2026 — - BWA: Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 — | 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 — | Sep 2026 — - MOD: Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 — | 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 −1.0 pp | Sep 2026 — - ALSN: Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 — | 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 2025 0.0 pp | Jun 2025 −0.5 pp | Sep 2025 −1.5 pp | Dec 2025 −1.7 pp | Mar 2026 −2.1 pp | Jun 2026 — | Sep 2026 — - APTV: Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 — | 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 2024 0.0 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 — | Sep 2026 — - ALV: Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 — | 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 | Sep 2026 — - MBLY: Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 — | 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 | Sep 2026 — - LEA: 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 | Sep 2026 +0.8 pp - LKQ: Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 — | Dec 2022 +0.2 pp | Mar 2023 0.0 pp | Jun 2023 −1.7 pp | Sep 2023 −0.8 pp | Dec 2023 −0.6 pp | Mar 2024 −1.0 pp | Jun 2024 −1.1 pp | Sep 2024 −0.4 pp | Dec 2024 −0.1 pp | Mar 2025 −0.4 pp | Jun 2025 −0.4 pp | Sep 2025 −0.3 pp | Dec 2025 −0.9 pp | Mar 2026 −0.4 pp | Jun 2026 −0.6 pp | Sep 2026 — - GTX: Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 — | Dec 2022 +0.1 pp | Mar 2023 −0.5 pp | Jun 2023 +1.7 pp | Sep 2023 −0.1 pp | Dec 2023 +0.9 pp | Mar 2024 −1.3 pp | Jun 2024 −0.4 pp | Sep 2024 +1.2 pp | Dec 2024 +1.3 pp | Mar 2025 +1.8 pp | Jun 2025 +1.5 pp | Sep 2025 +1.9 pp | Dec 2025 +0.8 pp | Mar 2026 +3.3 pp | Jun 2026 +2.3 pp | Sep 2026 — - GNTX: Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 — | Dec 2022 +0.3 pp | Mar 2023 +0.4 pp | Jun 2023 +1.7 pp | Sep 2023 +1.3 pp | Dec 2023 +1.3 pp | Mar 2024 +0.1 pp | Jun 2024 −1.1 pp | Sep 2024 −0.4 pp | Dec 2024 −2.3 pp | Mar 2025 −1.1 pp | Jun 2025 −0.1 pp | Sep 2025 −0.4 pp | Dec 2025 +1.1 pp | Mar 2026 +0.3 pp | Jun 2026 +0.8 pp | Sep 2026 — - ATMU: Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 — | Dec 2022 +5.6 pp | Mar 2023 −1.5 pp | Jun 2023 — | Sep 2023 −28.5 pp | Dec 2023 +2.0 pp | Mar 2024 −2.0 pp | Jun 2024 −6.6 pp | Sep 2024 −7.9 pp | Dec 2024 −1.6 pp | Mar 2025 −2.3 pp | Jun 2025 −0.9 pp | Sep 2025 +1.1 pp | Dec 2025 +0.8 pp | Mar 2026 −1.0 pp | Jun 2026 — | Sep 2026 — - DORM: Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 — | Dec 2022 −2.2 pp | Mar 2023 — | Jun 2023 −3.6 pp | Sep 2023 0.0 pp | Dec 2023 +2.0 pp | Mar 2024 — | Jun 2024 +2.9 pp | Sep 2024 +0.5 pp | Dec 2024 +0.3 pp | Mar 2025 +1.2 pp | Jun 2025 +0.2 pp | Sep 2025 +1.0 pp | Dec 2025 −3.2 pp | Mar 2026 −1.4 pp | Jun 2026 — | Sep 2026 — - AAP: Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 — | Dec 2022 −0.7 pp | Mar 2023 — | Jun 2023 −1.5 pp | Sep 2023 −1.1 pp | Dec 2023 −3.6 pp | Mar 2024 — | Jun 2024 −0.7 pp | Sep 2024 −1.0 pp | Dec 2024 −11.9 pp | Mar 2025 — | Jun 2025 −2.7 pp | Sep 2025 −0.5 pp | Dec 2025 +13.3 pp | Mar 2026 — | Jun 2026 +3.0 pp | Sep 2026 — - QS: Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 — | Dec 2022 −2.4 pp | Mar 2023 −1.7 pp | Jun 2023 −2.8 pp | Sep 2023 −0.5 pp | Dec 2023 −1.4 pp | Mar 2024 −2.4 pp | Jun 2024 −1.8 pp | Sep 2024 −1.5 pp | Dec 2024 −0.8 pp | Mar 2025 +0.1 pp | Jun 2025 +0.1 pp | Sep 2025 +0.3 pp | Dec 2025 +0.7 pp | Mar 2026 +0.5 pp | Jun 2026 +0.8 pp | Sep 2026 — - DAN: Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 — | Dec 2022 −0.3 pp | Mar 2023 +0.5 pp | Jun 2023 +1.2 pp | Sep 2023 +3.7 pp | Dec 2023 −0.4 pp | Mar 2024 −0.3 pp | Jun 2024 −2.4 pp | Sep 2024 −1.8 pp | Dec 2024 −2.9 pp | Mar 2025 −1.2 pp | Jun 2025 +0.6 pp | Sep 2025 +1.4 pp | Dec 2025 +3.7 pp | Mar 2026 +1.1 pp | Jun 2026 — | Sep 2026 — - PHIN: Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 — | Dec 2022 +2.9 pp | Mar 2023 — | Jun 2023 — | Sep 2023 −2.2 pp | Dec 2023 −0.1 pp | Mar 2024 −1.5 pp | Jun 2024 −1.3 pp | Sep 2024 +0.6 pp | Dec 2024 −1.0 pp | Mar 2025 −0.3 pp | Jun 2025 +0.6 pp | Sep 2025 −1.0 pp | Dec 2025 +0.6 pp | Mar 2026 +0.3 pp | Jun 2026 −0.3 pp | Sep 2026 — - VC: Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 — | Dec 2022 +1.3 pp | Mar 2023 +2.2 pp | Jun 2023 +1.7 pp | Sep 2023 +2.4 pp | Dec 2023 +0.6 pp | Mar 2024 0.0 pp | Jun 2024 +2.3 pp | Sep 2024 −3.5 pp | Dec 2024 −0.6 pp | Mar 2025 +0.7 pp | Jun 2025 −1.5 pp | Sep 2025 +0.4 pp | Dec 2025 −1.2 pp | Mar 2026 −2.9 pp | Jun 2026 −1.4 pp | Sep 2026 — - GT: Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 — | Dec 2022 −1.7 pp | Mar 2023 −1.5 pp | Jun 2023 −2.2 pp | Sep 2023 −1.1 pp | Dec 2023 −2.0 pp | Mar 2024 +0.4 pp | Jun 2024 +1.5 pp | Sep 2024 +0.3 pp | Dec 2024 +3.1 pp | Mar 2025 −0.8 pp | Jun 2025 −1.2 pp | Sep 2025 −4.7 pp | Dec 2025 +0.4 pp | Mar 2026 −0.6 pp | Jun 2026 — | Sep 2026 — - ADNT: Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 — | Dec 2022 +0.7 pp | Mar 2023 +0.9 pp | Jun 2023 +2.4 pp | Sep 2023 +0.4 pp | Dec 2023 +0.1 pp | Mar 2024 −1.5 pp | Jun 2024 −1.3 pp | Sep 2024 −0.2 pp | Dec 2024 −0.2 pp | Mar 2025 −4.1 pp | Jun 2025 +0.5 pp | Sep 2025 −0.1 pp | Dec 2025 0.0 pp | Mar 2026 +6.5 pp | Jun 2026 — | Sep 2026 — - DCH: Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 — | Dec 2022 +0.5 pp | Mar 2023 −0.7 pp | Jun 2023 +0.1 pp | Sep 2023 −0.9 pp | Dec 2023 −0.5 pp | Mar 2024 +1.0 pp | Jun 2024 +0.8 pp | Sep 2024 +0.5 pp | Dec 2024 +0.2 pp | Mar 2025 −0.7 pp | Jun 2025 −0.7 pp | Sep 2025 +0.2 pp | Dec 2025 −1.6 pp | Mar 2026 −1.6 pp | Jun 2026 — | Sep 2026 — - THRM: Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 — | Dec 2022 −2.4 pp | Mar 2023 +0.1 pp | Jun 2023 −0.6 pp | Sep 2023 −0.2 pp | Dec 2023 +3.0 pp | Mar 2024 −0.2 pp | Jun 2024 +3.1 pp | Sep 2024 +0.9 pp | Dec 2024 −0.8 pp | Mar 2025 −0.1 pp | Jun 2025 −1.1 pp | Sep 2025 −1.0 pp | Dec 2025 −0.7 pp | Mar 2026 −0.7 pp | Jun 2026 −1.5 pp | Sep 2026 — - XPEL: Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 — | Dec 2022 −1.6 pp | Mar 2023 −0.2 pp | Jun 2023 −1.6 pp | Sep 2023 −3.6 pp | Dec 2023 0.0 pp | Mar 2024 −4.8 pp | Jun 2024 −2.9 pp | Sep 2024 −1.7 pp | Dec 2024 −2.1 pp | Mar 2025 +0.1 pp | Jun 2025 −1.6 pp | Sep 2025 −2.6 pp | Dec 2025 +0.2 pp | Mar 2026 0.0 pp | Jun 2026 — | Sep 2026 — - PLOW: Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 — | Dec 2022 +0.8 pp | Mar 2023 −2.3 pp | Jun 2023 +1.9 pp | Sep 2023 −1.6 pp | Dec 2023 −0.8 pp | Mar 2024 +1.5 pp | Jun 2024 +0.4 pp | Sep 2024 +6.8 pp | Dec 2024 0.0 pp | Mar 2025 +2.1 pp | Jun 2025 0.0 pp | Sep 2025 −6.5 pp | Dec 2025 +1.1 pp | Mar 2026 +1.2 pp | Jun 2026 — | Sep 2026 — ## Valuation Against Growth & Quality 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. 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. Evidence: Aptiv PLC · 0.67× | 5.6% versus #2 · Allison Transmission Holdings, Inc. | 0/8 recent comparable periods | 8/29 companies · 90 observations Definition: 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. ### PEG — lowest PEG 1. Aptiv PLC (APTV): 0.7 — older report 2. Allison Transmission Holdings, Inc. (ALSN): 0.7 — older report 3. Douglas Dynamics, Inc. (PLOW): 1.0 — older report 4. BorgWarner Inc. (BWA): 1.2 — older report 5. Atmus Filtration Technologies Inc. (ATMU): 1.5 — older report ### P/E — lowest P/E 1. Dana Incorporated (DAN): 3.1 — older report 2. The Goodyear Tire & Rubber Company (GT): 7.5 — older report 3. Lear Corporation (LEA): 12.2 4. Visteon Corporation (VC): 13.0 5. Versigent PLC (VGNT): 13.1 — older report ### 20-quarter PEG history - ORLY: Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 — | Dec 2022 — | Mar 2023 2.2 | Jun 2023 1.9 | Sep 2023 1.6 | Dec 2023 1.6 | Mar 2024 2.1 | Jun 2024 2.6 | Sep 2024 4.0 | Dec 2024 5.8 | Mar 2025 — | Jun 2025 6.1 | Sep 2025 5.3 | Dec 2025 3.2 | Mar 2026 2.3 | Jun 2026 — | Sep 2026 — - AZO: Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 — | Dec 2022 — | Mar 2023 — | Jun 2023 1.7 | Sep 2023 1.4 | Dec 2023 1.2 | Mar 2024 1.1 | Jun 2024 1.5 | Sep 2024 1.7 | Dec 2024 2.4 | Mar 2025 — | Jun 2025 — | Sep 2025 — | Dec 2025 — | Mar 2026 — | Jun 2026 — | Sep 2026 — - GPC: Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 — | Dec 2022 — | Mar 2023 0.6 | Jun 2023 1.8 | Sep 2023 2.7 | Dec 2023 1.2 | Mar 2024 — | Jun 2024 — | Sep 2024 — | Dec 2024 — | Mar 2025 — | Jun 2025 — | Sep 2025 — | Dec 2025 — | Mar 2026 — | Jun 2026 — | Sep 2026 — - MGA: Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 — | Dec 2022 — | Mar 2023 — | Jun 2023 0.4 | Sep 2023 1.2 | Dec 2023 — | Mar 2024 — | Jun 2024 2.1 | Sep 2024 — | Dec 2024 — | Mar 2025 0.6 | Jun 2025 0.4 | Sep 2025 — | Dec 2025 — | Mar 2026 — | Jun 2026 — | Sep 2026 — - BWA: Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 — | Dec 2022 — | Mar 2023 0.6 | Jun 2023 0.4 | Sep 2023 — | Dec 2023 — | Mar 2024 — | Jun 2024 — | Sep 2024 0.3 | Dec 2024 — | Mar 2025 — | Jun 2025 — | Sep 2025 — | Dec 2025 — | Mar 2026 1.2 | Jun 2026 — | Sep 2026 — - MOD: Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 — | Dec 2022 — | Mar 2023 — | Jun 2023 — | Sep 2023 — | Dec 2023 — | Mar 2024 6.0 | Jun 2024 — | Sep 2024 — | Dec 2024 — | Mar 2025 1.7 | Jun 2025 2.0 | Sep 2025 3.1 | Dec 2025 — | Mar 2026 — | Jun 2026 — | Sep 2026 — - ALSN: Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 — | Dec 2022 — | Mar 2023 0.2 | Jun 2023 0.2 | Sep 2023 0.2 | Dec 2023 0.2 | Mar 2024 0.5 | Jun 2024 0.7 | Sep 2024 0.7 | Dec 2024 1.1 | Mar 2025 0.7 | Jun 2025 0.7 | Sep 2025 — | Dec 2025 — | Mar 2026 — | Jun 2026 — | Sep 2026 — - APTV: Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 — | Dec 2022 — | Mar 2023 — | Jun 2023 — | Sep 2023 — | Dec 2023 — | Mar 2024 — | Jun 2024 — | Sep 2024 0.7 | Dec 2024 — | Mar 2025 — | Jun 2025 — | Sep 2025 — | Dec 2025 — | Mar 2026 — | Jun 2026 — | Sep 2026 — - ALV: Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 — | Dec 2022 — | Mar 2023 1.2 | Jun 2023 1.1 | Sep 2023 1.9 | Dec 2023 1.1 | Mar 2024 0.6 | Jun 2024 — | Sep 2024 0.2 | Dec 2024 0.3 | Mar 2025 0.3 | Jun 2025 0.6 | Sep 2025 0.5 | Dec 2025 0.7 | Mar 2026 1.6 | Jun 2026 — | Sep 2026 — - LKQ: Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 — | Dec 2022 — | Mar 2023 1.1 | 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 — | Sep 2026 — - GTX: 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 2025 0.2 | Sep 2025 0.2 | Dec 2025 0.6 | Mar 2026 0.3 | Jun 2026 — | Sep 2026 — - GNTX: Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 — | Dec 2022 — | Mar 2023 — | Jun 2023 1.1 | Sep 2023 0.7 | Dec 2023 0.5 | Mar 2024 0.6 | Jun 2024 1.3 | Sep 2024 1.7 | Dec 2024 — | Mar 2025 — | Jun 2025 — | Sep 2025 — | Dec 2025 — | Mar 2026 — | Jun 2026 — | Sep 2026 — - ATMU: 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 2.3 | Mar 2025 1.3 | Jun 2025 1.9 | Sep 2025 1.6 | Dec 2025 1.6 | Mar 2026 1.5 | Jun 2026 — | Sep 2026 — - DORM: 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 2025 0.4 | Sep 2025 0.6 | Dec 2025 2.3 | Mar 2026 — | Jun 2026 — | Sep 2026 — - VC: Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 — | Dec 2022 — | Mar 2023 — | Jun 2023 0.5 | Sep 2023 1.0 | Dec 2023 — | Mar 2024 — | Jun 2024 — | Sep 2024 — | Dec 2024 — | Mar 2025 — | Jun 2025 — | Sep 2025 — | Dec 2025 — | Mar 2026 — | Jun 2026 — | Sep 2026 — - DCH: 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 2025 — | Sep 2025 0.5 | Dec 2025 — | Mar 2026 — | Jun 2026 — | Sep 2026 — - XPEL: Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 — | Dec 2022 — | Mar 2023 1.1 | Jun 2023 1.1 | Sep 2023 1.7 | Dec 2023 1.0 | Mar 2024 4.6 | Jun 2024 — | Sep 2024 — | Dec 2024 — | Mar 2025 — | Jun 2025 — | Sep 2025 — | Dec 2025 2.1 | Mar 2026 2.0 | Jun 2026 — | Sep 2026 — - PLOW: Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 — | Dec 2022 — | Mar 2023 — | Jun 2023 1.0 | Sep 2023 — | Dec 2023 — | Mar 2024 — | Jun 2024 — | Sep 2024 — | Dec 2024 — | Mar 2025 — | Jun 2025 — | Sep 2025 — | Dec 2025 — | Mar 2026 — | Jun 2026 — | Sep 2026 — ### 20-quarter P/E history - ORLY: Dec 2021 22.7 | Mar 2022 21.9 | Jun 2022 20.0 | Sep 2022 21.5 | Dec 2022 25.2 | Mar 2023 24.5 | Jun 2023 26.5 | Sep 2023 24.2 | Dec 2023 24.7 | Mar 2024 28.7 | Jun 2024 26.6 | Sep 2024 28.5 | Dec 2024 29.2 | Mar 2025 35.2 | Jun 2025 32.3 | Sep 2025 37.4 | Dec 2025 30.7 | Mar 2026 30.2 | Jun 2026 29.3 | Sep 2026 — - AZO: Dec 2021 18.1 | Mar 2022 17.7 | Jun 2022 17.7 | Sep 2022 18.5 | Dec 2022 20.6 | Mar 2023 20.7 | Jun 2023 21.2 | Sep 2023 18.5 | Dec 2023 19.1 | Mar 2024 18.9 | Jun 2024 20.4 | Sep 2024 21.3 | Dec 2024 20.7 | Mar 2025 23.2 | Jun 2025 24.8 | Sep 2025 29.0 | Dec 2025 27.2 | Mar 2026 27.0 | Jun 2026 24.0 | Sep 2026 — - GPC: Dec 2021 22.5 | Mar 2022 19.5 | Jun 2022 17.2 | Sep 2022 17.9 | Dec 2022 20.9 | Mar 2023 19.2 | Jun 2023 19.8 | Sep 2023 16.3 | Dec 2023 14.8 | Mar 2024 17.3 | Jun 2024 16.0 | Sep 2024 18.0 | Dec 2024 18.1 | Mar 2025 19.6 | Jun 2025 20.9 | Sep 2025 23.9 | Dec 2025 261.6 | Mar 2026 245.9 | Jun 2026 471.9 | Sep 2026 — - MGA: Dec 2021 16.2 | Mar 2022 15.3 | Jun 2022 24.3 | Sep 2022 14.7 | Dec 2022 27.7 | Mar 2023 35.2 | Jun 2023 17.4 | Sep 2023 14.9 | Dec 2023 14.0 | Mar 2024 15.5 | Jun 2024 12.2 | Sep 2024 11.0 | Dec 2024 11.9 | Mar 2025 8.5 | Jun 2025 9.1 | Sep 2025 13.0 | Dec 2025 18.2 | Mar 2026 23.4 | Jun 2026 24.1 | Sep 2026 — - BWA: Dec 2021 27.7 | Mar 2022 12.2 | Jun 2022 10.9 | Sep 2022 9.2 | Dec 2022 13.2 | Mar 2023 12.5 | Jun 2023 12.3 | Sep 2023 12.8 | Dec 2023 13.4 | Mar 2024 11.9 | Jun 2024 9.7 | Sep 2024 9.0 | Dec 2024 21.2 | Mar 2025 21.5 | Jun 2025 34.5 | Sep 2025 68.7 | Dec 2025 35.2 | Mar 2026 32.1 | Jun 2026 — | Sep 2026 — - MOD: Dec 2021 8.6 | Mar 2022 5.6 | Jun 2022 5.7 | Sep 2022 5.6 | Dec 2022 14.7 | Mar 2023 8.0 | Jun 2023 9.5 | Sep 2023 11.8 | Dec 2023 14.1 | Mar 2024 31.4 | Jun 2024 32.7 | Sep 2024 43.5 | Dec 2024 38.9 | Mar 2025 22.4 | Jun 2025 28.2 | Sep 2025 41.1 | Dec 2025 74.2 | Mar 2026 95.9 | Jun 2026 100.4 | Sep 2026 — - ALSN: Dec 2021 8.8 | Mar 2022 9.0 | Jun 2022 8.4 | Sep 2022 6.5 | Dec 2022 7.5 | Mar 2023 7.4 | Jun 2023 8.4 | Sep 2023 8.4 | Dec 2023 7.9 | Mar 2024 10.8 | Jun 2024 9.9 | Sep 2024 11.7 | Dec 2024 13.0 | Mar 2025 11.1 | Jun 2025 10.1 | Sep 2025 10.4 | Dec 2025 13.4 | Mar 2026 18.2 | Jun 2026 — | Sep 2026 — - APTV: Dec 2021 85.0 | Mar 2022 100.6 | Jun 2022 212.1 | Sep 2022 68.0 | Dec 2022 47.5 | Mar 2023 50.5 | Jun 2023 31.0 | Sep 2023 12.3 | Dec 2023 8.6 | Mar 2024 7.5 | Jun 2024 5.3 | Sep 2024 8.0 | Dec 2024 8.7 | Mar 2025 9.9 | Jun 2025 15.6 | Sep 2025 68.4 | Dec 2025 101.5 | Mar 2026 41.1 | Jun 2026 — | Sep 2026 — - ALV: Dec 2021 20.9 | Mar 2022 18.6 | Jun 2022 18.6 | Sep 2022 15.3 | Dec 2022 15.8 | Mar 2023 19.5 | Jun 2023 19.0 | Sep 2023 19.9 | Dec 2023 19.3 | Mar 2024 18.8 | Jun 2024 14.2 | Sep 2024 12.1 | Dec 2024 11.7 | Mar 2025 10.2 | Jun 2025 12.2 | Sep 2025 12.7 | Dec 2025 12.4 | Mar 2026 11.3 | Jun 2026 13.6 | Sep 2026 — - LEA: Dec 2021 17.4 | Mar 2022 — | Jun 2022 39.2 | Sep 2022 67.4 | Dec 2022 31.0 | Mar 2023 — | Jun 2023 19.8 | Sep 2023 16.4 | Dec 2023 14.6 | Mar 2024 15.8 | Jun 2024 12.2 | Sep 2024 11.9 | Dec 2024 10.6 | Mar 2025 10.3 | Jun 2025 11.0 | Sep 2025 12.4 | Dec 2025 14.1 | Mar 2026 — | Jun 2026 11.9 | Sep 2026 12.2 - LKQ: Dec 2021 16.4 | Mar 2022 12.2 | Jun 2022 11.7 | Sep 2022 11.3 | Dec 2022 13.0 | Mar 2023 13.6 | Jun 2023 15.6 | Sep 2023 14.0 | Dec 2023 13.7 | Mar 2024 17.2 | Jun 2024 15.1 | Sep 2024 14.7 | Dec 2024 14.0 | Mar 2025 15.9 | Jun 2025 13.6 | Sep 2025 11.3 | Dec 2025 12.9 | Mar 2026 14.5 | Jun 2026 14.6 | Sep 2026 — - GTX: Dec 2021 5.2 | Mar 2022 4.0 | Jun 2022 11.4 | Sep 2022 7.1 | Dec 2022 10.2 | Mar 2023 10.6 | Jun 2023 — | Sep 2023 — | Dec 2023 — | Mar 2024 — | Jun 2024 8.5 | Sep 2024 8.0 | Dec 2024 7.2 | Mar 2025 6.5 | Jun 2025 7.4 | Sep 2025 8.7 | Dec 2025 11.5 | Mar 2026 10.6 | Jun 2026 19.9 | Sep 2026 — - GNTX: Dec 2021 23.2 | Mar 2022 20.8 | Jun 2022 20.7 | Sep 2022 17.8 | Dec 2022 20.1 | Mar 2023 19.9 | Jun 2023 18.6 | Sep 2023 19.0 | Dec 2023 17.8 | Mar 2024 19.1 | Jun 2024 18.8 | Sep 2024 15.9 | Dec 2024 16.3 | Mar 2025 13.6 | Jun 2025 12.4 | Sep 2025 16.7 | Dec 2025 13.4 | Mar 2026 12.3 | Jun 2026 13.4 | Sep 2026 — - ATMU: Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 — | Dec 2022 — | Mar 2023 — | Jun 2023 9.9 | Sep 2023 10.1 | Dec 2023 11.5 | Mar 2024 16.5 | Jun 2024 13.8 | Sep 2024 17.5 | Dec 2024 17.7 | Mar 2025 16.6 | Jun 2025 16.1 | Sep 2025 18.8 | Dec 2025 20.8 | Mar 2026 22.3 | Jun 2026 — | Sep 2026 — - DORM: Dec 2021 25.8 | Mar 2022 22.4 | Jun 2022 23.7 | Sep 2022 19.1 | Dec 2022 21.0 | Mar 2023 — | Jun 2023 29.5 | Sep 2023 28.6 | Dec 2023 20.3 | Mar 2024 19.4 | Jun 2024 16.8 | Sep 2024 19.0 | Dec 2024 21.1 | Mar 2025 17.3 | Jun 2025 16.9 | Sep 2025 19.3 | Dec 2025 18.6 | Mar 2026 16.9 | Jun 2026 — | Sep 2026 — - AAP: Dec 2021 21.7 | Mar 2022 25.9 | Jun 2022 24.3 | Sep 2022 21.9 | Dec 2022 20.5 | Mar 2023 — | Jun 2023 19.7 | Sep 2023 13.0 | Dec 2023 22.8 | Mar 2024 — | Jun 2024 524.6 | Sep 2024 — | Dec 2024 94.4 | Mar 2025 — | Jun 2025 — | Sep 2025 — | Dec 2025 — | Mar 2026 53.3 | Jun 2026 80.8 | Sep 2026 — - VGNT: 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 2025 — | Sep 2025 — | Dec 2025 — | Mar 2026 13.1 | Jun 2026 — | Sep 2026 — - DAN: Dec 2021 16.9 | Mar 2022 17.8 | Jun 2022 20.4 | Sep 2022 — | Dec 2022 — | Mar 2023 — | Jun 2023 — | Sep 2023 — | Dec 2023 56.2 | Mar 2024 141.1 | Jun 2024 — | Sep 2024 — | Dec 2024 — | Mar 2025 — | Jun 2025 — | Sep 2025 — | Dec 2025 37.1 | Mar 2026 3.1 | Jun 2026 — | Sep 2026 — - PHIN: Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 — | Dec 2022 — | Mar 2023 — | Jun 2023 6.3 | Sep 2023 8.7 | Dec 2023 14.0 | Mar 2024 18.8 | Jun 2024 24.5 | Sep 2024 19.8 | Dec 2024 27.4 | Mar 2025 24.1 | Jun 2025 17.2 | Sep 2025 25.9 | Dec 2025 19.4 | Mar 2026 19.1 | Jun 2026 23.6 | Sep 2026 — - VC: Dec 2021 77.2 | Mar 2022 66.1 | Jun 2022 35.8 | Sep 2022 25.0 | Dec 2022 30.1 | Mar 2023 33.0 | Jun 2023 31.2 | Sep 2023 25.7 | Dec 2023 6.3 | Mar 2024 6.7 | Jun 2024 5.5 | Sep 2024 5.2 | Dec 2024 8.4 | Mar 2025 7.2 | Jun 2025 8.6 | Sep 2025 10.4 | Dec 2025 13.1 | Mar 2026 10.8 | Jun 2026 13.0 | Sep 2026 — - GT: Dec 2021 7.4 | Mar 2022 4.8 | Jun 2022 3.3 | Sep 2022 3.4 | Dec 2022 14.3 | Mar 2023 551.0 | Jun 2023 — | Sep 2023 — | Dec 2023 — | Mar 2024 — | Jun 2024 — | Sep 2024 — | Dec 2024 56.3 | Mar 2025 11.6 | Jun 2025 7.5 | Sep 2025 — | Dec 2025 — | Mar 2026 — | Jun 2026 — | Sep 2026 — - ADNT: Dec 2021 5.1 | Mar 2022 5.2 | Jun 2022 3.6 | Sep 2022 — | Dec 2022 — | Mar 2023 341.3 | Jun 2023 31.7 | Sep 2023 17.1 | Dec 2023 16.2 | Mar 2024 20.2 | Jun 2024 33.4 | Sep 2024 112.9 | Dec 2024 861.5 | Mar 2025 — | Jun 2025 — | Sep 2025 — | Dec 2025 — | Mar 2026 28.5 | Jun 2026 — | Sep 2026 — - DCH: Dec 2021 186.6 | Mar 2022 — | Jun 2022 — | Sep 2022 683.0 | Dec 2022 14.5 | Mar 2023 16.3 | Jun 2023 23.0 | Sep 2023 — | Dec 2023 — | Mar 2024 — | Jun 2024 699.0 | Sep 2024 25.8 | Dec 2024 20.1 | Mar 2025 23.9 | Jun 2025 12.0 | Sep 2025 18.2 | Dec 2025 — | Mar 2026 — | Jun 2026 — | Sep 2026 — - THRM: Dec 2021 31.2 | Mar 2022 33.7 | Jun 2022 38.1 | Sep 2022 34.1 | Dec 2022 89.4 | Mar 2023 99.1 | Jun 2023 161.5 | Sep 2023 100.5 | Dec 2023 42.9 | Mar 2024 39.4 | Jun 2024 23.4 | Sep 2024 21.8 | Dec 2024 19.4 | Mar 2025 16.7 | Jun 2025 27.7 | Sep 2025 34.1 | Dec 2025 61.6 | Mar 2026 37.0 | Jun 2026 39.2 | Sep 2026 — - XPEL: Dec 2021 59.9 | Mar 2022 45.0 | Jun 2022 37.3 | Sep 2022 45.7 | Dec 2022 40.0 | Mar 2023 41.9 | Jun 2023 47.9 | Sep 2023 43.6 | Dec 2023 28.2 | Mar 2024 31.2 | Jun 2024 20.9 | Sep 2024 24.8 | Dec 2024 24.2 | Mar 2025 17.2 | Jun 2025 20.4 | Sep 2025 19.6 | Dec 2025 27.0 | Mar 2026 23.2 | Jun 2026 — | Sep 2026 — - PLOW: Dec 2021 30.3 | Mar 2022 31.7 | Jun 2022 23.2 | Sep 2022 18.7 | Dec 2022 22.2 | Mar 2023 26.1 | Jun 2023 20.2 | Sep 2023 26.0 | Dec 2023 30.3 | Mar 2024 20.6 | Jun 2024 19.8 | Sep 2024 12.0 | Dec 2024 10.0 | Mar 2025 8.6 | Jun 2025 10.6 | Sep 2025 17.9 | Dec 2025 16.7 | Mar 2026 19.0 | Jun 2026 — | Sep 2026 — ## What can make this comparison misleading? - 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. ## Every company - O'Reilly Automotive, Inc. (ORLY) — market value ₹74.9K Cr; latest fundamentals Jun 2026 - AutoZone, Inc. (AZO) — market value ₹49.4K Cr; latest fundamentals Jun 2026 - Genuine Parts Company (GPC) — market value ₹18.3K Cr; latest fundamentals Jun 2026 - Magna International Inc. (MGA) — market value ₹18.2K Cr; latest fundamentals Jun 2026 - Aurora Innovation, Inc. (AUR) — market value ₹14.5K Cr; latest fundamentals Jun 2026 - BorgWarner Inc. (BWA) — market value ₹12.9K Cr; latest fundamentals Mar 2026 - Modine Manufacturing Company (MOD) — market value ₹10.7K Cr; latest fundamentals Jun 2026 - Allison Transmission Holdings, Inc. (ALSN) — market value ₹10.2K Cr; latest fundamentals Mar 2026 - Aptiv PLC (APTV) — market value ₹10.1K Cr; latest fundamentals Mar 2026 - Autoliv, Inc. (ALV) — market value ₹9.1K Cr; latest fundamentals Jun 2026 - Mobileye Global Inc. (MBLY) — market value ₹7.3K Cr; latest fundamentals Jun 2026 - Lear Corporation (LEA) — market value ₹6.2K Cr; latest fundamentals Sep 2026 - LKQ Corporation (LKQ) — market value ₹6.2K Cr; latest fundamentals Jun 2026 - Garrett Motion Inc. (GTX) — market value ₹5.9K Cr; latest fundamentals Jun 2026 - Gentex Corporation (GNTX) — market value ₹5.1K Cr; latest fundamentals Jun 2026 - Atmus Filtration Technologies Inc. (ATMU) — market value ₹4.5K Cr; latest fundamentals Mar 2026 - Dorman Products, Inc. (DORM) — market value ₹4.4K Cr; latest fundamentals Mar 2026 - Advance Auto Parts, Inc. (AAP) — market value ₹3.6K Cr; latest fundamentals Jun 2026 - QuantumScape Corporation (QS) — market value ₹3.5K Cr; latest fundamentals Jun 2026 - Versigent PLC (VGNT) — market value ₹3.2K Cr; latest fundamentals Mar 2026 - Dana Incorporated (DAN) — market value ₹3.0K Cr; latest fundamentals Mar 2026 - PHINIA Inc. (PHIN) — market value ₹2.9K Cr; latest fundamentals Jun 2026 - Visteon Corporation (VC) — market value ₹2.8K Cr; latest fundamentals Jun 2026 - The Goodyear Tire & Rubber Company (GT) — market value ₹2.1K Cr; latest fundamentals Mar 2026 - Adient plc (ADNT) — market value ₹1.7K Cr; latest fundamentals Mar 2026 - Dauch Corporation (DCH) — market value ₹1.4K Cr; latest fundamentals Mar 2026 - Gentherm Incorporated (THRM) — market value ₹1.3K Cr; latest fundamentals Jun 2026 - XPEL, Inc. (XPEL) — market value ₹1.3K Cr; latest fundamentals Mar 2026 - Douglas Dynamics, Inc. (PLOW) — market value ₹1.0K Cr; latest fundamentals Mar 2026 ## Methodology and freshness Fundamentals through Sep 2026; prices through 2026-08-04. Up to 20 quarters per company. Reported history is normalized to Indian rupees crore. Missing values are not interpolated. Derived metrics are calculated only when their inputs are comparable. ## Frequently asked questions ### 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.