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US Auto Parts Stocks: Leading US Auto Parts Companies in 2026

The US aftermarket auto parts market is on track to touch USD 238.75 bn in 2026, growing at a CAGR of over 4% as an ageing vehicle fleet, larger SUVs and pickups, and rising e-commerce adoption keep demand for replacement parts steady. At the same time, Section 232 tariffs of 25% on non-USMCA-compliant vehicles and components have pushed several auto parts makers to localise sourcing within North America. In this article, we will be covering all the US auto parts stocks that might benefit from this environment, along with an overview of the top auto parts companies.

List of US Auto Parts Stocks in 2026

US Auto Parts Stocks

Explore US auto parts stocks involved in manufacturing and supplying automotive components, accessories, replacement parts and related products. Analyse companies using live share price, market cap, returns, valuation, profitability and other key financial metrics.

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NameUS Stocks (58)↓↓Sub-SectorSub-Sector↓↓Market CapMarket Cap↓↓Close PriceClose Price↓↓PE Ratio (TTM)PE Ratio (TTM)↓↓1M Return1M Return↓↓1D Return1D Return↓↓Return on EquityReturn on Equity↓↓PB RatioPB Ratio↓
1.O’Reilly Automotive IncORLYAuto PartsAuto Parts69,934.6569,934.6586.0386.0327.4427.44-1.36-1.36-0.72-0.7258.6458.64206.18206.18
2.AutoZone IncAZOAuto PartsAuto Parts47,546.2047,546.202,898.852,898.8519.2719.27-2.25-2.25-0.17-0.17--13.3813.38
3.Hesai Group Sponsored ADRHSAIAuto PartsAuto Parts20,126.7820,126.7814.4614.4634.0634.06-15.24-15.24-4.34-4.347.497.491.921.92
4.Genuine Parts CoGPCAuto PartsAuto Parts17,510.9517,510.95130.71130.71508.08508.08-1.88-1.880.780.780.710.713.953.95
5.Magna International IncMGAAuto PartsAuto Parts17,118.6017,118.6065.3165.3123.5323.530.650.653.123.126.516.511.451.45
6.BorgWarner IncBWAAuto PartsAuto Parts12,484.7512,484.7560.0360.0330.6530.65-6.13-6.130.910.918.068.062.192.19
7.Aurora Innovation IncAURAuto PartsAuto Parts11,684.2311,684.235.665.66---12.38-12.38-5.57-5.57-45.64-45.646.496.49
8.Modine Manufacturing CompanyMODAuto PartsAuto Parts9,643.149,643.14172.57172.5768.2668.26-5.28-5.280.050.0513.0913.098.548.54
9.Aptiv PLCAPTVAuto PartsAuto Parts9,216.079,216.0743.5543.5543.1243.12-2.77-2.771.631.635.165.161.071.07
10.Allison Transmission Holdings IncALSNAuto PartsAuto Parts9,072.029,072.02111.47111.4717.3617.36-9.73-9.730.120.1228.3528.354.784.78
11.Autoliv IncALVAuto PartsAuto Parts8,038.528,038.52110.45110.4512.9412.94-6.79-6.793.043.0425.8625.863.493.49
12.Lear CorporationLEAAuto PartsAuto Parts5,821.805,821.80119.60119.6010.9910.99-7.19-7.192.022.0212.0912.091.161.16
13.Mobileye Global Inc. Class A Common StockMBLYAuto PartsAuto Parts5,815.285,815.287.027.02---13.97-13.972.562.56-40.07-40.070.790.79
14.LKQ CorporationLKQAuto PartsAuto Parts5,525.575,525.5722.1822.1812.2012.20-6.61-6.610.340.347.137.130.930.93
15.Garrett Motion IncGTXAuto PartsAuto Parts4,911.834,911.8325.7825.7814.4214.42-1.62-1.620.060.06----
16.Gentex CorporationGNTXAuto PartsAuto Parts4,480.514,480.5120.8720.8711.1311.13-7.57-7.570.800.8016.3516.351.851.85
17.Dorman Products IncDORMAuto PartsAuto Parts3,572.943,572.94121.99121.9916.7016.70-3.64-3.641.111.1115.0515.052.372.37
18.Atmus Filtration Technologies Inc.ATMUAuto PartsAuto Parts3,493.103,493.1043.0943.0916.3416.34-2.88-2.881.561.5655.7955.798.068.06
19.Dana IncDANAuto PartsAuto Parts3,156.303,156.3027.9327.93---7.82-7.821.911.91-1.63-1.631.661.66
20.Versigent PLCVGNTAuto PartsAuto Parts3,130.213,130.2143.6543.656.466.46-5.27-5.270.460.4630.5930.5938.5038.50
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Disclaimer: Please note that the above table is for informational purposes only, and is not recommendatory. Please do your own research or consult your financial advisor before investing. The data is derived from Tickertape Stock Screener and is subject to real-time updates.

Overviews of Top US Auto Parts Stocks

O'Reilly Automotive Inc

O'Reilly Automotive is one of the largest specialty retailers of automotive aftermarket parts, tools, and accessories in the US, serving both do-it-yourself customers and professional service providers through a network of over 6,690 stores across North America. The company posted second-quarter 2026 sales of USD 4.89 billion, up 8% year-on-year, with comparable store sales rising 6.0% on strong demand from its professional (pro) customer segment. O'Reilly continues to expand its store footprint, targeting 225-235 net new locations for the full year.

AutoZone Inc

AutoZone is a leading retailer and distributor of automotive replacement parts and accessories, operating stores across the US, Mexico, and Brazil. In its fiscal third quarter of 2026, the company reported net sales of USD 4.8 billion, an 8.4% increase over the prior year, with domestic same-store sales up 4.1% and international same-store sales climbing 16.6%. AutoZone ended the quarter with 7,856 stores and continues to expand its international footprint alongside its commercial (pro) sales programme in the US.

Magna International Inc

Magna International is a diversified auto parts supplier that designs and manufactures body and chassis systems, powertrain components, seating, and electronics for automakers worldwide, in addition to contract vehicle assembly. In the first quarter of 2026, Magna grew sales by 3% despite a 7% decline in global light-vehicle production, while its adjusted EBIT margin expanded 190 basis points to 5.4%. The company has also been expanding partnerships with China-based automakers, launching five new vehicle programmes for Chinese OEMs since September 2025.

Modine Manufacturing Company

Modine Manufacturing produces thermal management and cooling solutions for automotive, industrial, and, increasingly, data-centre applications across its international manufacturing footprint. The company reported fourth-quarter fiscal 2026 net sales of USD 954.4 mn, up 47% year-on-year, driven by its Climate Solutions segment where data-centre cooling sales more than doubled. Modine has also signed a USD 4 billion long-term chiller-supply agreement with a major hyperscale customer and is pursuing a Reverse Morris Trust transaction to spin off its Performance Technologies (automotive) segment to Gentherm.

BorgWarner Inc

BorgWarner supplies propulsion system components spanning combustion, hybrid, and fully electric drivetrains, including turbochargers, e-motors, and battery systems, to automakers globally. The company returned approximately USD 630 mn to shareholders in 2025 through buybacks and dividends, and has been diversifying beyond passenger vehicles, recently entering the data-centre power market with a turbine generator system award. BorgWarner's eProducts (electrification) portfolio remains a key growth focus as it balances demand across combustion and EV platforms.

What are US Auto Parts Stocks?

US auto parts stocks are shares of companies that design, manufacture, distribute, or retail components and accessories used in the production, maintenance, and repair of vehicles. This includes original equipment manufacturer (OEM) suppliers that build parts for automakers, aftermarket retailers and distributors that sell replacement parts directly to consumers and repair shops, and specialty component makers focused on areas like electrification, braking, and powertrain systems. These companies span the full vehicle life cycle, from new-car production to the repair and maintenance of vehicles already on the road.

How to Evaluate and Invest in US Auto Parts Sector Stocks?

Here's how to invest in the US Auto Parts stock market from India, step by step:

  1. Log in or Create an Account: Visit Tickertape US Stocks and log in to your account. Create an account if you have not registered yet and complete the US investing account-opening process.
  2. Search for Auto Parts Stocks: Use the Tickertape US Stock Screener and select 'Auto Parts’ under the sector filter.
  3. Analyse the Stocks: Each stock page provides information such as the live market price, 52-week range, financial performance, peer comparison and recent news.
  4. Add Money to Your US Wallet: Connect an eligible bank account and transfer money to your US Wallet under the Liberalised Remittance Scheme.
  5. Place Your Order: Select the Auto Parts stock you want to invest in and click on 'Buy' to place the order through Tickertape.

Taxation of US Auto Parts Stocks for Indian Investors

Indian investors in US auto parts stocks need to understand the tax implications of capital gains and overseas investments.

IncomeHolding Period / ConditionTax Rate in the USTax Rate in India
Long-Term Capital Gains (LTCG)Held for > 24 months0% (Taxed only in India under DTAA)12.5% (+ applicable surcharge & cess)
Short-Term Capital Gains (STCG)Held for < 24 months0% (Taxed only in India under DTAA)Taxed as per your applicable income slab rate

Advantages of Investing in US Auto Parts Stocks

Market Growth

The US aftermarket auto parts market is valued at about $238.75 bn in 2026 and could reach $292.27 bn by 2031. An ageing vehicle fleet and steady replacement demand continue to support long-term growth.

Record Vehicle Age

The average vehicle on US roads reached a record 12.8 years old in 2025, extending a multi-year trend of drivers holding on to vehicles longer. Older vehicles typically need more frequent parts replacement, supporting demand for both retailers and distributors.

Online Sales

US auto parts e-commerce sales, including third-party marketplaces, reached about $44.6 bn in 2025 and are expected to keep growing at more than 5% annually through 2030. Strong digital platforms can help auto parts companies capture demand while supporting order volumes and margins.

Sector Diversity

The sector spans OEM component supply, aftermarket retail and distribution, and specialty technologies such as thermal management and electrification. These segments respond to different demand drivers, giving auto parts stocks exposure across new-vehicle production, vehicle maintenance and emerging categories like data-centre cooling.

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Risks of Investing in US Auto Parts Stocks

Tariff Exposure

Section 232 tariffs of 25% apply to vehicles and parts imported from most countries that do not meet USMCA regional-content requirements. Suppliers with global supply chains face higher input costs and pricing pressure as a result.

Soft Vehicle Production

Global light-vehicle production fell by around 7% year-on-year in the first quarter of 2026, even as some regional forecasts have since been revised modestly higher. Weaker production volumes directly affect order books for OEM-focused parts suppliers.

EV Transition

Electric vehicles contain fewer mechanical components than internal combustion vehicles, and wider adoption of advanced driver-assistance systems is reducing demand for some collision-repair parts. This is a structural headwind for suppliers concentrated in traditional powertrain and body-repair categories.

Execution Risk

Performance varies widely across auto parts companies, as differences in segment mix, tariff exposure and cost discipline shape results differently. Individual stocks can diverge sharply from broader industry trends as a result.

Factors to Consider Before Investing in US Auto Parts Stocks

Vehicle Production Trends

New-vehicle production volumes matter directly for OEM-focused suppliers because a large share of their revenue comes from parts built into new vehicles. Slower production can reduce order volumes even when aftermarket demand stays resilient.

Tariff and Sourcing Policy

A company's exposure to non-USMCA-compliant imports and its ability to shift production within North America can materially affect margins across US auto parts stocks. Trade-policy changes can quickly alter the relative cost position of suppliers with different sourcing footprints.

Vehicle Age and Aftermarket Demand

The age of vehicles already on the road affects how often owners need replacement parts, since older vehicles typically require more frequent maintenance. A rising average vehicle age tends to support aftermarket retailers and distributors even when new-car sales slow.

Technology Mix

A supplier's exposure to combustion, hybrid and electric-vehicle platforms shapes how it is affected by the pace of the EV transition. Companies with diversified or electrification-focused product lines may be positioned differently than those concentrated in traditional combustion parts.

Key Growth Drivers for US Auto Parts Stocks

Ageing Vehicle Fleet

Vehicles are staying on US roads longer, with the average age hitting a record 12.8 years in 2025. This trend supports steady demand for maintenance and replacement parts regardless of new-vehicle sales cycles.

Reshoring and Tariff Policy

Vehicles and parts meeting USMCA regional-content rules qualify for 0% import duty, while non-compliant imports face a 25% tariff. This has pushed some manufacturers to expand North America-based production capacity.

Right-to-Repair Momentum

Legislative efforts to expand independent repair shops' access to parts and diagnostic data are gaining traction across US states. Wider access can support demand for auto parts through the independent aftermarket channel.

New Demand Categories

Some auto parts suppliers are expanding into adjacent categories such as data-centre cooling and industrial thermal management. This can offer a growth channel that is less dependent on new-vehicle production cycles.

How to Track the Best US Auto Parts Stocks from India on Tickertape?

You can track US Auto Parts manufacturers and ETFs from India on Tickertape's US Stocks & ETFs platform.

  1. Log in: Visit Tickertape and sign in to your account.
  2. Search Auto Parts stocks: Look up companies involved in Auto Parts, or explore Auto Parts-focused ETFs.
  3. Use the screener: Filter US stocks and ETFs by 'Auto Parts' sector.
  4. Compare metrics: Review live prices, market capitalisation, returns, valuation ratios, profitability, financial health, risk indicators and ETF holdings.
  5. Create a watchlist: Add selected Auto Parts stocks and ETFs to monitor their prices, financial performance and company developments over time.

Conclusion

US auto parts stocks offer exposure to a broad and resilient segment of the automotive value chain, spanning OEM component supply, aftermarket retail and distribution, and specialty technologies tied to electrification. Performance across this group is shaped by factors such as tariff policy and USMCA compliance, the pace of the EV transition, new-vehicle production trends, and the ongoing shift toward e-commerce and right-to-repair-driven aftermarket demand. As with any sector, auto parts stocks carry risks tied to trade policy, currency exposure, and structural shifts in vehicle technology, so investors should weigh these factors carefully. Investors looking to analyse auto parts companies can use the Tickertape US Stock Screener to compare stocks using 60+ unique filters across valuation, profitability, growth, financial health and other key metrics.

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Frequently Asked Questions on US Auto Parts Stocks

  1. What are US Auto Parts stocks?

    US auto parts stocks are shares of companies that design, manufacture, distribute or retail components, accessories and systems used to build, maintain and repair vehicles. This spans OEM suppliers that build parts for automakers, aftermarket retailers and distributors, and specialty suppliers focused on categories such as electrification and thermal management.

  2. Who are the top 5 Auto Parts companies?

    As of 8th September 2026, the best auto parts stocks in the US by market capitalisation are:
    1. O'Reilly Automotive Inc
    2. AutoZone Inc
    3. Magna International Inc
    4. Modine Manufacturing Company
    5. BorgWarner Inc


    Disclaimer: The above US Auto Parts stocks list is for educational purposes only and do not constitute investment advice. Investors should conduct their own research or consult a financial advisor before investing in any US Auto Parts stock from India.

  3. What is the outlook for US Auto Parts stocks?

    The outlook is mixed: near-term data show softer global light-vehicle production and continued tariff-related cost pressure, but a record average vehicle age of 12.8 years and multi-year replacement demand point to a resilient aftermarket setup. Individual company performance has diverged sharply, with some suppliers expanding into new categories such as data-centre cooling while others navigate flat-to-declining OEM order volumes.

    Disclaimer: This information is for educational purposes only and does not constitute investment advice. Investors should conduct their own research or consult a financial advisor before investing.

  4. Are US Stock Auto Parts risky for Indian investors?

    Like any trade-policy-linked industrial investment, US auto parts stocks carry risks including tariff exposure, sensitivity to new-vehicle production cycles, and the structural shift toward electric vehicles. Indian investors should also factor in currency movement between the rupee and the US dollar.

  5. How can I compare US Auto Parts stocks on Tickertape?

    You can use the Tickertape US Stock Screener to compare auto parts stocks across valuation, profitability, growth, financial health and other metrics, and create a watchlist to track your shortlisted companies.

  6. Can beginners invest in US Auto Parts stocks?

    Yes, beginners can invest in US auto parts stocks from India through platforms like Tickertape, which allow fractional-share investing starting with a small amount. This makes it possible to build exposure gradually rather than committing a large sum to a single company, which can be useful given how differently individual auto parts manufacturers have performed recently.

    Disclaimer: This information is for educational purposes only and does not constitute investment advice. Investors should assess their financial goals and risk tolerance or consult a financial advisor before investing.

  7. How to invest in US Auto Parts stocks from India?

    Investors in India can access US Auto Parts stocks through Tickertape. The process generally involves:
    1. Create an account: Open a US investing account on Tickertape.
    2. Explore Auto Parts stocks: Compare companies across OEM supply, aftermarket retail and specialty parts categories.
    3. Complete KYC: Verify your identity and submit the required documents.
    4. Link a bank account: Connect an eligible bank account for LRS remittances.
    5. Add funds: Transfer money to your US investing account.
    6. Place an order: Select an Auto Parts stock and place an order, including fractional orders where available.

  8. What are the advantages of investing in US Automobile stocks?

    Advantages include exposure to a large and steadily growing aftermarket, a record average vehicle age that supports replacement demand, accelerating e-commerce penetration that is helping some companies gain share, and diversified exposure across OEM, aftermarket and specialty-technology segments.

    Disclaimer: This information is for educational purposes only and does not constitute investment advice. Investors should conduct their own research before investing.

  9. What is the difference between individual US Auto Parts stocks and Auto Parts-focused ETFs?

    Individual auto parts stocks or spare parts stocks give targeted exposure to a specific company's segment mix, tariff exposure and growth strategy, while a broader industrials or consumer discretionary ETF spreads investment across multiple auto parts and related companies. This can reduce single-stock risk but also dilutes exposure to any one company's specific growth or turnaround story, which matters given how differently individual auto parts stocks have performed recently.

  10. What metrics are commonly used to evaluate US Auto Parts stocks?

    Commonly used metrics to evaluate auto parts manufacturers include revenue growth, comparable or same-store sales growth for retailers, operating margins, price-to-earnings (P/E) ratio and free cash flow. Given current trade-policy conditions, many investors are also tracking tariff exposure and the share of revenue tied to USMCA-compliant, North America-based production.

    Disclaimer: This information is for educational purposes only and does not constitute investment advice. Investors should conduct their own research before investing.

  11. Do US Auto Parts stocks pay dividends?

    Some do. BorgWarner and Magna International both pay quarterly dividends alongside share buybacks, while O'Reilly Automotive and AutoZone have historically not paid dividends, prioritising share repurchases instead. Modine Manufacturing, which is currently investing heavily in expanding its data-centre cooling capacity, also does not currently pay a dividend.

    Disclaimer: This information is for educational purposes only and does not constitute investment advice. Investors should conduct their own research or consult a financial advisor before investing.

    Disclaimer: This article is for informational purposes only. The content of the article, including securities/investment products mentioned, if any, should not in any manner be construed as investment advice, recommendation, offer, or solicitation to buy/hold/sell any securities/investment products. The securities quoted, if any, are for illustration only and are not recommendatory. Investments in the securities market are subject to market risks. Read all the related documents carefully before investing. Please consult a SEBI-registered financial advisor before investing.

Disclaimer: This article is for informational purposes only. The content of the article, including securities/investment products mentioned, if any, should not in any manner be construed as investment advice, recommendation, offer, or solicitation to buy/hold/sell any securities/investment products. The securities quoted, if any, are for illustration only and are not recommendatory. Investments in the securities market are subject to market risks. Read all the related documents carefully before investing. Please consult a SEBI-registered financial advisor before investing.