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Industry top-down

Auto Parts

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

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

AI industry top-down

The automotive parts industry is generally experiencing slowing revenue growth and profitability pressures. Many companies observed a year-over-year decline in revenue, and EPS also frequently decreased. However, aftermarket sector companies like O'Reilly Automotive and AutoZone showed robust sales growth. Notably, advanced technology companies such as Mobileye Global Inc. recorded high revenue growth rates, demonstrating differentiated performance within the industry. The overall industry trend presents a mixed picture.

  • Revenue decline for most companies
  • Overall pressure on profitability
  • Strong aftermarket sales
  • Growth in the advanced technology sector
Where companies diverge: Polarization of revenue growth: Most companies experienced revenue decline vs. high growth in some companies like Mobileye · EPS performance variance: Some companies experienced a sharp drop in EPS, while others saw double-digit growth

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

Companies — latest quarter

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

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

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