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: +3.3%EPS beat rate: —
AI industry top-down
Auto Parts 산업 19개 종목의 중간 매출 증가율은 약 3.58%를 기록했습니다. ORLY, AZO 등 애프터마켓 유통사는 안정적 외형 및 이익 성장을 유지했고 MOD, GTX 등은 높은 성장세를 나타냈습니다. 반면 APTV, LKQ 등 일부 기업은 매출과 이익이 모두 두 자릿수 감소세를 보이는 등 기업 간 실적 양극화가 뚜렷합니다.
- 산업 중간 매출 증가율은 3.58%로 완만한 외형 성장을 기록함
- 애프터마켓 중심 기업(ORLY, AZO)은 7~8%대 매출 및 안정적 이익 성장 유지
- 일부 부품사(BWA, DORM, GTX)는 완만한 매출 대비 큰 폭의 EPS 증가 기록
Where companies diverge: APTV(-37.1%)와 LKQ(-6.4%)는 역성장한 반면 MOD(+28.0%), ALSN(+92.4%)은 급증 · ALV, GPC 등은 매출 증가에도 불구하고 EPS가 역성장하며 수익성 흐름 엇갈림
AI synthesis of disclosed results and analyst research across these companies — not investment advice.
Companies — latest quarter
| Company | Period | Revenue | Rev YoY | EPS | EPS YoY | Surprise |
|---|---|---|---|---|---|---|
| ORLYO REILLY AUTOMOTIVE INC | FY2026 Q3 | $5.12B | +8.8% | $0.97 | +14.1% | — |
| AZOAUTOZONE INC | FY2026 Q3 | $4.84B | +8.4% | $38.07 | +7.7% | — |
| GPCGENUINE PARTS CO | FY2026 Q3 | $6.52B | +4.2% | $1.62 | 0.0% | — |
| ALSNAllison Transmission Holdings Inc | FY2026 Q3 | $1.53B | +121.4% | $2.30 | +41.1% | — |
| BWABORGWARNER INC | FY2026 Q3 | $3.49B | -2.9% | $1.08 | +47.9% | — |
| AURAurora Innovation, Inc. | FY2026 Q3 | $3M | +200.0% | $-0.12 | — | — |
| ALVAUTOLIV INC | FY2026 Q3 | $2.69B | -0.5% | $2.13 | -6.6% | — |
| APTVAptiv PLC | FY2026 Q3 | $3.2B | -38.6% | $0.94 | — | — |
| LEALEAR CORP | FY2026 Q3 | $5.77B | +1.6% | $2.74 | +35.6% | — |
| LKQLKQ CORP | FY2026 Q3 | $3.32B | -5.1% | $-0.10 | — | — |
| MBLYMobileye Global Inc. | FY2026 Q3 | $492M | -2.4% | $-0.08 | — | — |
| ATMUAtmus Filtration Technologies Inc. | FY2026 Q3 | $510M | +13.9% | $0.74 | +12.1% | — |
| GNTXGENTEX CORP | FY2026 Q3 | $647.71M | -1.1% | $0.43 | -6.5% | — |
| DORMDorman Products, Inc. | FY2026 Q3 | $561.72M | +3.3% | $1.98 | -20.2% | — |
| GTXGarrett Motion Inc. | FY2026 Q3 | $930M | +3.1% | $0.51 | +34.2% | — |
| VGNTVersigent PLC | FY2026 Q3 | $2.45B | — | $1.41 | — | — |
| AAPADVANCE AUTO PARTS INC | FY2027 Q3 | $2.01B | -1.2% | $0.25 | — | — |
| PHINPHINIA INC. | FY2026 Q3 | $912M | +0.4% | $1.80 | — | — |
| DANDANA Inc | FY2026 Q3 | $2.04B | +6.3% | $0.14 | -78.1% | — |
| 018880Hanon Systems | FY2026 Q2 | ₩2.88T | +0.6% | ₩84.00 | — | — |
| VCVISTEON CORP | FY2026 Q3 | $970M | +5.8% | $0.19 | -90.7% | — |
| 007340DN AUTOMOTIVE CORPORATION | FY2026 Q2 | ₩1.25T | — | ₩2716.00 | — | — |
| 005850SL CORPORATION | FY2026 Q2 | ₩1.37T | +5.6% | ₩2330.00 | +55.0% | — |
| THRMGentherm Inc | FY2026 Q3 | $405.1M | +4.7% | $-0.08 | — | — |
| ADNTAdient plc | FY2026 Q3 | $3.93B | +5.0% | $0.32 | -25.6% | — |
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).