Auto Parts Industry Quarterly Review

Revenue is climbing, but margins are under pressure. Our Q1 2026 Auto Parts Industry Quarterly Performance Review breaks down what's shaping the supply base this quarter, across 3 key areas:

Revenue vs. Margins 
NA and Europe both posted revenue gains, driven by pricing actions, new launches, and FX. But tariffs, logistics costs, and limited OEM recoveries squeezed profitability.

EV Demand Shifts 
Rising fuel prices are pushing BEV and hybrid interest in Europe and Asia, while the U.S. rollback of EV incentives is reinforcing ICE and hybrid demand at home.

China's Global Push 
China exported about 7.1M vehicles in 2025. Chinese brands now hold roughly 6% of Europe's passenger vehicle market, up from under 1% in 2021. In North America, Mexico continues to expand as a consumer market and potential manufacturing hub for Chinese OEM expansion into the region.