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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 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 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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