
Auto Parts Industry Quarterly Review
Q4 2025
Our latest Auto Parts Industry Quarterly Performance Review is out, and Q4 2025 closed the year on a nuanced note. Revenue plateaued in both North America and Europe, while profitability told a more encouraging story: EBITDA improved across both regions as suppliers leaned into favourable product mixes and efficiency initiatives. Liquidity also strengthened, driven by asset divestitures, tighter receivables management, and leaner balance sheet strategies.
The report also examines a significant strategic recalibration underway across global OEMs, with BEV investment scaling back in North America and a more gradual electrification roadmap taking hold in Europe, and what all of it means for the supplier base heading into 2026.
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