MoatScopeMoatScope

Auto Parts & Suppliers

Components, tires and systems for automakers and the aftermarket.

Companies
48
With a moat
29%
Average quality
30
1 wide moat · 13 narrow moat · 34 no moat · Open in screener →
Updated 27 Sep 2026

Auto Parts & Suppliers covers components, tires and systems made for automakers and for the repair aftermarket. MoatScope covers 48 companies here. One has a wide moat, 13 a narrow moat and 34 none.

How the industry makes money

Suppliers win contracts to design parts into a vehicle platform, then produce them for the life of that model. Aftermarket suppliers such as Dorman earn on replacement parts as the fleet ages.

Where the moats are

Switching costs appear in all 14 moat-rated companies: once a part is designed into a platform, automakers rarely change suppliers mid-model.

  • Gentex: automatic-dimming mirrors and driver-assistance and home-automation products, built on proprietary technology and deep automaker relationships.

The narrow-moat group includes Magna, Aptiv, Autoliv, Garrett Motion, Dorman, Visteon and Phinia. Companies without a moat include BorgWarner, Lear and Dana.

What wears moats down

Automakers push suppliers hard on price, production volumes swing with the auto cycle, and electric vehicles make some engine and drivetrain parts obsolete.

What to watch

  • Vehicle production volumes.
  • The electric-vehicle mix and each supplier's content per vehicle.
  • Aftermarket demand from an aging fleet.

Moat ratings and quality scores on this page update as companies report. Price versus fair value for every company in the industry is in the screener.

Markets

MoatScope splits Auto Parts & Suppliers into 2 markets. Each table ranks the businesses in one market by revenue and shows each one's share of the market's total: companies filed under this industry, the segments of companies filed elsewhere that compete in it, and the largest companies MoatScope doesn't cover, such as private companies and companies listed outside the US. Each market's total comes from a cited source and covers the geography its businesses compete in (a national market counts only US revenue). A company that runs several businesses is split by the segments it reports.

Auto parts, systems & tires

Seats, electronics, powertrain, chassis, safety systems, tires and aftermarket parts.

Global market · $1.17T total revenue in 2024 · source: Berylls by AlixPartners. Shares are of the whole market, including companies MoatScope doesn't cover; company revenue is for the fiscal year closest to 2025. 2024 automotive revenue of the 100 largest suppliers (Berylls), so smaller suppliers are missing.

#BusinessMarket shareRevenue
1Robert Bosch (Mobility)
Private · Automotive News
4.6%$54.4B
2Denso
Listed outside the US (TSE) · Automotive News
4.1%$47.9B
3MGA · MAGNA INTERNATIONAL INC3.6%$42.0B
4ZF Friedrichshafen
Private · Automotive News
3.2%$37.3B
5CATL
Listed outside the US (SZSE) · Automotive News
3.0%$35.2B
6Forvia
Listed outside the US (Euronext Paris) · Automotive News
2.4%$28.2B
7Continental (automotive, now Aumovio)
Listed outside the US (Xetra) · Automotive News
2.3%$26.5B
8LEA · LEAR CORP2.0%$23.3B
9Motherson Group
Listed outside the US (NSE) · Automotive News
1.8%$21.5B
10APTV · Aptiv PLC1.7%$20.4B
All other companies61.6%$723.6B

Autonomy, sensors & EV technology

Driver-assistance chips and software, lidar and next-generation batteries.

10 businesses MoatScope covers, ranked by revenue. No reliable figure for this market's total yet, so shares aren't shown.

#BusinessRevenue
1MBLY · Mobileye Global Inc.$1.9B
2ECX · ECARX Holdings Inc.$848M
3HSAI · Hesai Group$424M
4INVZ · Innoviz Technologies Ltd.$55M
5WRD · WeRide Inc.$51M
6SLDP · Solid Power, Inc.$22M
7AEVA · Aeva Technologies, Inc.$18M
8KDK · Kodiak AI, Inc.$4M
9FRSX · Foresight Autonomous Holdings Ltd.$1M
10LIDR · AEye, Inc.$1M

Companies

CompanyMoatQualityMarket
MGA
MAGNA INTERNATIONAL INC
Narrow42Auto parts, systems & tires3.6%$19.6B
BWA
BORGWARNER INC
None36Auto parts, systems & tires1.2%$11.9B
APTV
Aptiv PLC
Narrow39Auto parts, systems & tires1.7%$9.2B
ALV
AUTOLIV INC
Narrow54Auto parts, systems & tires0.9%$8.5B
LEA
LEAR CORP
None33Auto parts, systems & tires2.0%$5.9B
GTX
Garrett Motion Inc.
Narrow44Auto parts, systems & tires0.3%$5.4B
GNTX
GENTEX CORP
Wide73Auto parts, systems & tires0.2%$4.4B
DORM
Dorman Products, Inc.
Narrow51Auto parts, systems & tires0.2%$3.6B
DAN
DANA Inc
None26Auto parts, systems & tires0.6%$3.1B
HSAI
Hesai Group
None33Autonomy, sensors & EV technology—$2.8B
QS
QuantumScape Corp
None16Autonomy, sensors & EV technology—$2.4B
VC
VISTEON CORP
Narrow54Auto parts, systems & tires0.3%$2.3B
MBLY
Mobileye Global Inc.
Narrow49Autonomy, sensors & EV technology—$2.2B
PATK
PATRICK INDUSTRIES INC
Narrow49Auto parts, systems & tires0.3%$2.1B
PHIN
PHINIA INC.
Narrow47Auto parts, systems & tires0.3%$2.1B
LCII
LCI INDUSTRIES
Narrow50Auto parts, systems & tires0.4%$2.0B
ADNT
Adient plc
None18Auto parts, systems & tires1.2%$1.9B
XPEL
XPEL, Inc.
Narrow62Auto parts, systems & tires<0.1%$1.2B
GT
GOODYEAR TIRE & RUBBER CO /OH/
None15Auto parts, systems & tires1.6%$1.2B
DCH
Dauch Corp
None25Auto parts, systems & tires0.5%$1.1B
THRM
Gentherm Inc
Narrow48Auto parts, systems & tires0.1%$879M
SMP
STANDARD MOTOR PRODUCTS, INC.
None35Auto parts, systems & tires0.2%$819M
AEVA
Aeva Technologies, Inc.
None16Autonomy, sensors & EV technology—$691M
FOXF
FOX FACTORY HOLDING CORP
Narrow32Auto parts, systems & tires0.1%$622M
ECX
ECARX Holdings Inc.
None14Autonomy, sensors & EV technology—$480M
SLDP
Solid Power, Inc.
None21Autonomy, sensors & EV technology—$445M
WRD
WeRide Inc.
None10Autonomy, sensors & EV technology—$370M
CPS
Cooper-Standard Holdings Inc.
None17Auto parts, systems & tires0.2%$362M
SCTH
Securetech Innovations, Inc.
None24Auto parts, systems & tires<0.1%$308M
HLLY
Holley Inc.
None37Auto parts, systems & tires<0.1%$303M
KDK
Kodiak AI, Inc.
None10Autonomy, sensors & EV technology—$241M
STRT
STRATTEC SECURITY CORP
None36Auto parts, systems & tires<0.1%$241M
FRSX
Foresight Autonomous Holdings Ltd.
None23Autonomy, sensors & EV technology—$210M
MPAA
MOTORCAR PARTS OF AMERICA INC
None32Auto parts, systems & tires<0.1%$194M
RLEA
Rubber Leaf Inc
None20Auto parts, systems & tires<0.1%$180M
SRI
STONERIDGE INC
None22Auto parts, systems & tires<0.1%$164M
INVZ
Innoviz Technologies Ltd.
None23Autonomy, sensors & EV technology—$150M
CAAS
China Automotive Systems, Inc.
None39Auto parts, systems & tires<0.1%$130M
AEAE
AltEnergy Acquisition Corp
None15Auto parts, systems & tires—$75M
KNDI
Kandi Technologies Group, Inc.
None29Auto parts, systems & tires<0.1%$70M
SYPR
SYPRIS SOLUTIONS INC
None22Auto parts, systems & tires<0.1%$41M
LIDR
AEye, Inc.
None10Autonomy, sensors & EV technology—$40M
CHEV
Charging Robotics Inc.
None3Auto parts, systems & tires—$37M
MKDW
MKDWELL Tech Inc.
None9Auto parts, systems & tires<0.1%$30M
WKSP
Worksport Ltd
None17Auto parts, systems & tires<0.1%$5M
OMTK
Omnitek Engineering Corp
None14Auto parts, systems & tires<0.1%$1M
MTEN
Mingteng International Corp Inc.
None16Auto parts, systems & tires<0.1%—
SSM
Sono Group N.V.
None18Auto parts, systems & tires<0.1%—

48 companies.

Market share is a company's revenue in its main market (Market column) as a share of that market's total: every company in it, including private companies and companies listed outside the US (sources under each market above). Revenue is for the fiscal year closest to 2025, and a market that is national (such as US banking) counts only US revenue. Companies that run several businesses are split by the segments they report, and each segment counts in its own market. A dash means the market has no reliable total yet, or no revenue was reported for that year.

Price versus fair value for every company is in the screener.

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