Top 3 Picks
2026 Outlook
Sector trends point to steady growth through 2026, driven by rising EV and hybrid adoption, increased ADAS integration, and resilient aftermarket volumes as vehicle fleets age. Companies with strong balance sheets and exposure to efficiency-focused components are positioned to outperform as OEM production stabilizes and regulatory pressures favor advanced driveline solutions.
Complete Rankings
| Rank | Stock | Score | Price | Market Cap |
|---|---|---|---|---|
|
1
|
Garrett Motion Inc. Common Stock
|
68.0 | $27.97 | $2.8B |
|
2
|
American Axle & Manufacturing Holdings, Inc.
|
67.4 | $9.00 | $701M |
|
3
|
Dorman Products, Inc. New
|
66.4 | $131.30 | $4.7B |
|
4
|
Gentherm Inc
|
64.2 | $40.70 | $1.0B |
|
5
|
Aptiv PLC
|
63.1 | $47.95 | $19.0B |
|
6
|
Cooper-Standard Automotive Inc.
|
63.1 | $27.18 | $644M |
|
7
|
Gentex Corp
|
62.5 | $23.14 | $6.1B |
|
8
|
Icahn Enterprises L.P
|
59.7 | $6.82 | $4.8B |
|
9
|
Aeva Technologies, Inc.
|
59.6 | $15.69 | $842M |
|
10
|
VISTEON CORPORATION
|
56.6 | $102.64 | $3.3B |
|
11
|
BorgWarner Inc.
|
56.3 | $67.54 | $9.6B |
|
12
|
PHINIA Inc.
|
55.9 | $69.04 | $2.2B |
|
13
|
Atmus Filtration Technologies Inc.
|
55.2 | $48.34 | $3.7B |
|
14
|
Patrick Industries Inc
|
54.9 | $82.84 | $3.4B |
|
15
|
Adient plc Ordinary Shares
|
54.0 | $20.01 | $2.0B |
In-Depth Analysis: Top Auto Parts Stocks
GTX
Garrett Motion Inc designs, manufactures and sells engineered turbocharger and electric-boosting technologies for light and commercial vehicle original equipment manufacturers (OEMs). The company is a technology leader with expertise in delivering products across gasoline, diesel, natural gas and electrified powertrains. The company also sells its technologies in the aftermarket through its distribution network. The company derives maximum of its revenue …
Garrett Motion leads the Auto Parts sector as a technology provider of turbocharger and electric-boosting systems to light and commercial vehicle OEMs, with specialized expertise across gasoline, diesel, natural gas, and electric applications.
A 9.5% profit margin paired with 6.9% revenue growth reflects efficient operations and steady top-line expansion, while the 15.0 P/E ratio indicates reasonable valuation relative to earnings.
GTX offers investors exposure to rising demand for electric-boosting technologies in hybrid and alternative-fuel vehicles through 2026. Its 68.0 Tradestie Score and 6.9% revenue growth support continued market share gains among OEMs, potentially driving earnings expansion at the current 15.0 P/E multiple.
AXL
American Axle & Mfg Holdings Inc is engaged in manufacturing, engineering, designing, and validation of driveline systems and related components and chassis modules for light trucks, SUVs, crossover vehicles, passenger cars, and commercial vehicles. The company's segment includes Driveline and Metal Forming. It generates maximum revenue from the Driveline segment.
American Axle & Manufacturing Holdings supplies driveline systems and chassis modules for light trucks, SUVs, and commercial vehicles, serving as a key Tier 1 partner to North American OEMs in the Auto Parts sector.
The company's 0.7% profit margin and 6.3% ROE reflect thin margins and modest equity returns typical of cyclical auto suppliers, while its P/E of 24.2 suggests the market prices in limited near-term earnings growth.
AXL's exposure to high-volume truck and SUV platforms positions it for volume recovery as U.S. light-truck demand stabilizes in 2026. Margin expansion from ongoing cost discipline and Metal segment optimization could lift ROE above 10%, supporting earnings growth that justifies the current 24.2 P/E. A Tradestie Score of 67.4 indicates balanced operational metrics that may appeal to value investors seeking cyclical auto exposure.
DORM
Dorman Products Inc is a supplier of original equipment parts for automobiles. It offers automotive and heavy-duty replacement parts, automotive hardware, brake parts, and fasteners for the automotive and heavy-duty aftermarket. The products are sold under the Dorman brand and its sub-brands OE Solutions, Help!, Conduct-Tite, Super ATV, etc., through aftermarket retailers, warehouse distributors, specialty markets, and salvage yards. The …
Dorman Products matters in the Auto Parts sector as a supplier of automotive and heavy-duty replacement parts, hardware, brakes, and fasteners to the aftermarket, serving vehicle maintenance needs under the Dorman brand and sub-brands.
Dorman shows solid profitability with a 10.2% profit margin and 15.0% ROE, indicating efficient equity utilization and operational strength, while the 0.7% revenue growth and P/E of 18.0 reflect moderate expansion and fair valuation.
Investors should consider DORM in 2026 due to its 66.4/100 Tradestie Score and P/E of 18.0, which support potential upside if aftermarket demand rises with aging vehicle fleets. The 15.0% ROE demonstrates capital efficiency that could amplify earnings as revenue growth improves beyond 0.7%. Expansion in heavy-duty segments offers a path to margin gains and market share increases.
THRM
Gentherm Inc is an automotive parts manufacturer. The business activities of the group function through the Automotive and Medical segments. The vast majority of the firm's revenue comes from the Automotive segment, which includes automotive climate comfort systems, automotive cable systems, battery performance solutions, and automotive electronics and software systems. The medical segment is comprised of the results from the …
Gentherm Inc matters in the Auto Parts sector as a specialized manufacturer of automotive climate comfort systems, cable systems, and battery technologies, with the Automotive segment generating the vast majority of revenue.
Gentherm's financial health shows limited profitability with a 1.7% profit margin and 3.7% ROE, despite 11.0% revenue growth, while the 46.0 P/E ratio indicates the market prices in substantial future earnings improvement.
Investors should consider THRM in 2026 for its exposure to EV battery and thermal management demand driving 11.0% revenue growth, potential margin expansion from the current 1.7% level, and a Tradestie score of 64.2/100 that supports moderate upside in a recovering auto cycle.
APTV
Aptiv PLC signal and power solutions segment supplies components and systems that make up a vehicle's electrical system, including wiring assemblies and harnesses, connectors, electrical centers, and hybrid electrical systems. The operating segments are grouped on the basis of similar product, market and operating factors: Signal and Power Solutions, which includes complete electrical architecture and component products. advanced Safety and …
Aptiv PLC matters in the Auto Parts sector as a key supplier of signal and power solutions, including wiring assemblies, harnesses, connectors, electrical centers, and hybrid electrical systems that form the backbone of modern vehicle electrical architectures.
Aptiv's 1.1% profit margin and 5.2% ROE reflect weak profitability and low returns on equity, while 2.3% revenue growth and a 21.1 P/E ratio indicate modest expansion and fair valuation relative to earnings.
Aptiv's focus on hybrid electrical systems positions it to capture demand from vehicle electrification trends, which could accelerate revenue growth above the current 2.3% by 2026. A Tradestie Score of 63.1/100 combined with the 21.1 P/E suggests room for multiple expansion if margins improve from the 1.1% level as EV adoption rises.
CPS
Cooper-Standard Holdings Inc is engaged in the manufacture of sealing and fluid handling systems (consisting of fuel and brake delivery systems and fluid transfer systems). Its products are designed for passenger vehicles and light trucks that are manufactured by automotive original equipment manufacturers (OEMs) and replacement markets. It has two reportable segments: Sealing Systems and Fluid Handling Systems. The group's …
Cooper-Standard Holdings Inc. manufactures sealing and fluid handling systems, including fuel and brake delivery components, for passenger vehicles and light trucks supplied to automotive OEMs, anchoring its role in the Auto Parts sector's fluid transfer and safety subsystems.
A -2.0% profit margin and -3548.6% ROE signal acute losses and negative equity leverage, while 2.2% revenue growth reflects limited top-line momentum amid ongoing operational pressures.
The 2.2% revenue growth and 63.1/100 Tradestie Score point to potential stabilization as vehicle production volumes recover in 2026, with fluid handling systems positioned for incremental content gains in next-generation platforms. Margin expansion from cost controls could narrow the -2.0% profit margin if input costs ease, supporting equity value recovery from current distressed levels.
GNTX
Gentex was founded in 1974 to produce smoke-detection equipment. The company sold its first glare-control interior mirror in 1982 and its first model using electrochromic technology in 1987. Automotive revenue is about 98% of total revenue. The company is constantly developing new applications for the technology to remain on top. Sales in 2024 totaled about $2.3 billion with 47.7 million …
Gentex holds a leading position in the Auto Parts sector through its electrochromic glare-control mirrors, which account for 98% of revenue and enhance vehicle safety and driver comfort via advanced light-sensing technology originally developed since 1982.
Gentex demonstrates robust financial health with a 15.5% profit margin and 16.4% ROE, reflecting efficient operations and strong returns even amid -1.0% revenue growth, while its 12.1 P/E ratio indicates undervaluation relative to earnings power.
Investors should consider buying GNTX in 2026 as ongoing development of new electrochromic applications positions the company for growth in premium vehicle segments. The combination of 15.5% margins, 16.4% ROE, and a 12.1 P/E offers an attractive entry point for recovery in auto production volumes, supported by its 62.5/100 Tradestie Score.
IEP
Icahn Enterprises LP provides diversified business services in the United States. The company operates its business through varied segments which include Investment, Automotive, Energy, Food Packaging, Real Estate, Pharma, and Home Fashion. Among these, the Energy segment derives the maximum revenue from the company. Geographically, it generates maximum revenue from the United States.
Icahn Enterprises LP matters in the Auto Parts sector via its dedicated Automotive segment, which operates within a diversified portfolio where Energy contributes the largest revenue share.
IEP posted a -5.0% profit margin and -17.8% ROE despite 25.7% revenue growth, reflecting ongoing difficulties in translating top-line expansion into net income and equity returns.
The 25.7% revenue growth provides a foundation for potential margin recovery in the Automotive segment by 2026. A Tradestie Score of 59.7/100 signals moderate valuation support that could attract activist-driven catalysts from Icahn's investment approach. Diversified exposure across segments may buffer cyclical auto parts weakness while Energy scale supports overall cash flow.
AEVA
Aeva Technologies Inc through its Frequency Modulated Continuous Wave (FMCW) sensing technology, designs a 4D LiDAR-on-chip that, along with its proprietary software applications, has the potential to enable the adoption of LiDAR across broad applications from automated driving to consumer electronics, consumer health, industrial automation, and security application. The company operates in North America, EMEA, and Asia. The company derives …
Aeva Technologies develops FMCW 4D LiDAR-on-chip sensors with integrated software for automated driving applications in the Auto Parts sector, targeting displacement of mechanical LiDAR systems through semiconductor-scale integration.
The company reports a -150.1% profit margin and -516.1% ROE, reflecting deep operating losses and capital intensity typical of pre-commercial LiDAR developers, partially offset by 11.3% revenue growth.
AEVA's proprietary FMCW architecture offers potential cost and performance advantages for volume deployment in autonomous vehicles and adjacent markets by 2026. Early revenue expansion at 11.3% provides a base for margin recovery if design wins convert to production contracts. A Tradestie Score of 59.6/100 indicates moderate momentum that could improve with sector adoption cycles.
VC
Visteon Corp is an automotive supplier. It manufactures electronics products for original equipment vehicle manufacturers including Ford, Nissan, Renault, Mazda, BMW, General Motors, and Honda, etc. The company offers information displays, instrument clusters, head-up displays, infotainment systems, telematics solutions, and Smartcore. The Company's reportable segment is Electronics. The Electronics segment provides vehicle cockpit electronics products to customers, including digital instrument …
Visteon Corporation matters in the Auto Parts sector as a specialized supplier of vehicle electronics including information displays, instrument clusters, head-up displays, and infotainment systems to OEMs such as Ford, General Motors, BMW, Honda, Nissan, Renault, and Mazda.
Visteon reports a 3.8% profit margin and 9.5% ROE alongside a 19.6 P/E ratio, indicating modest returns on equity and earnings valuation consistent with thin automotive supplier margins. Revenue contracted 0.9% with a Tradestie Score of 56.6/100, pointing to average financial health amid ongoing sector pressures.
Visteon's established OEM relationships position it to capture demand for advanced cockpit electronics as vehicle electrification and digitalization accelerate into 2026. A 19.6 P/E combined with potential margin expansion from its 3.8% baseline offers a reasonable entry point if revenue growth rebounds from the current -0.9% level. Investors may benefit from sector recovery driving volume gains across its display and infotainment portfolio.
Methodology
Stocks are ranked using the Tradestie Score, a proprietary 0-100 rating that combines fundamental quality (profitability, balance sheet strength), growth metrics (revenue and earnings growth), valuation (P/E, PEG ratio), and momentum factors. Scores are updated daily based on the latest market data. Learn more about our methodology.