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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: +3.3%EPS beat rate: —

AI industry top-down

The automotive parts industry is showing mixed performance overall. Many companies saw a year-over-year decrease in revenue or a slowdown in growth, and more than half of companies experienced a decline in EPS. However, some companies, such as Mobileye and Dorman Manufacturing, recorded robust double-digit revenue and EPS growth, showing positive results. Notably, Mobileye achieved high revenue growth of 83%, while Dorman demonstrated 78% EPS growth. Conversely, Dana experienced a significant decrease in revenue, and O'Reilly Automotive saw a sharp drop in EPS, highlighting significant performance disparities among companies.

  • Revenue for a majority of companies decreased or decelerated year-over-year
  • Over half of companies experienced a year-over-year decline in EPS
  • Some companies demonstrated robust growth in both revenue and EPS
Where companies diverge: Extreme divergence in revenue growth rates: Mobileye 83% growth vs Dana -34% decrease · Significant difference in EPS growth rates: Dorman 78% growth vs O'Reilly -93% decrease

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

Companies — latest quarter

CompanyPeriodRevenueRev YoYEPSEPS YoYSurprise
ORLYO REILLY AUTOMOTIVE INCFY2026 Q2$4.89B+8.1%$0.86+10.3%—
AZOAUTOZONE INCFY2026 Q3$4.84B+8.4%$38.07+7.7%—
GPCGENUINE PARTS COFY2026 Q2$6.54B+6.0%$1.65-9.8%—
BWABORGWARNER INCFY2026 Q2$3.65B+0.3%$1.34+30.1%—
AURAurora Innovation, Inc.FY2026 Q2$2M+100.0%$-0.14——
MODMODINE MANUFACTURING COFY2027 Q1$874.1M+28.0%$1.37+44.2%—
ALSNAllison Transmission Holdings IncFY2026 Q2$1.57B+92.4%$2.15-6.1%—
APTVAptiv PLCFY2026 Q2$3.27B-37.1%$1.17-35.0%—
ALVAUTOLIV INCFY2026 Q2$2.8B+3.3%$1.35-37.5%—
LEALEAR CORPFY2026 Q2$6.21B+3.0%$3.79+23.9%—
MBLYMobileye Global Inc.FY2026 Q2$508M+0.4%$-0.03——
LKQLKQ CORPFY2026 Q2$3.41B-6.4%$0.53-29.3%—
GTXGarrett Motion Inc.FY2026 Q1$985M+12.2%$0.49+63.3%—
GNTXGENTEX CORPFY2026 Q2$651.3M-1.0%$0.54+25.6%—
DORMDorman Products, Inc.FY2026 Q2$544.6M+0.7%$2.93+53.4%—
ATMUAtmus Filtration Technologies Inc.FY2026 Q2$527.9M+16.4%$0.78+8.3%—
VGNTVersigent PLCFY2026 Q2$2.44B—$1.64——
DANDANA IncFY2026 Q2$2.01B+3.9%$-0.05——
AAPADVANCE AUTO PARTS INCFY2027 Q2$2B-0.5%$0.90+260.0%—
018880Hanon SystemsFY2026 Q2₩2.88T+0.6%₩84.00——
VCVISTEON CORPFY2026 Q2$960M-0.9%$1.80-23.7%—
PHINPHINIA INC.FY2026 Q2$940M+5.6%$1.05-7.9%—
007340DN AUTOMOTIVE CORPORATIONFY2026 Q2₩1.25T—₩2716.00——
005850SL CORPORATIONFY2026 Q2₩1.37T+5.6%₩2330.00+55.0%—
GTGOODYEAR TIRE & RUBBER CO /OH/FY2026 Q2$4.25B-4.8%$-0.71——

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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