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Q2 2026 Automotive Suppliers, Aftermarket & Mobility market review

Automotive Suppliers, Aftermarket & Mobility is steady this window, with 117 buys in the last 3 years vs 111 prior across 72 public acquirers.

Generated May 26, 2026, 10:53 PMSource packet: market reviewSE-Cluster evidence packet

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Market thesis

[1][2]
2 cites
Priority buyers use acquisitions to add product categories, aftermarket reach, supplier technology, or service networks with clear channel leverage.

[1] Issuer profile· 2026-04-30

Issuer signal summary. Serial acquisition history, 10-K strategy themes

[2] 10-K

FY 2025 strategy language. The global automotive technology and component supply industry is highly competitive. Competition is based primarily on price, technology, quality, delivery and overall customer service.

Buyer hierarchy

[1][2][3]
3 cites
LKQ, APTV, BC, ALSN, LCII lead the current buyer hierarchy with 663 recorded buys among ranked acquirers.

[1] Issuer profile· 2026-04-30

Issuer signal summary. Serial acquisition history, 10-K strategy themes

[2] 10-K

FY 2025 strategy language. The global automotive technology and component supply industry is highly competitive. Competition is based primarily on price, technology, quality, delivery and overall customer service.

[3] 10-K

FY 2025 strategy language. We are dependent on the continued growth, viability and financial stability of our customers. Our customers generally are OEMs in the automotive industry.

Filing signals

[4][5][6][1]
4 cites
LCI Industries: 42 recorded buyer-side acquisition reference(s); filings read as very active buyer activity. LKQ Corporation: 237 recorded buyer-side acquisition reference(s); filings read as very active buyer activity. Xpel, Inc.: 25 recorded buyer-side acquisition reference(s); filings read as very active buyer activity. OneWater Marine Inc.: 12 recorded buyer-side acquisition reference(s); filings read as active buyer activity. DANA Inc: 16 recorded buyer-side acquisition reference(s); filings read as active buyer activity.

[4] 10-K

FY 2017 strategy language. The Company believes it can exceed industry growth rates through new product introductions, market share gains, aftermarket sales, acquisitions and ongoing investments in research and development, engineering, quality and customer service.

[5] 10-K

FY 2016 strategy language. The Company has expanded its geographic market and product lines, consolidated manufacturing facilities, and integrated manufacturing, distribution and administrative functions.

[6] 10-K

FY 2015 strategy language. The Company is focused on profitable growth, both organic and through the acquisition of manufacturers of components for RVs, manufactured homes and adjacent industries.

[1] Issuer profile· 2026-04-30

Issuer signal summary. Serial acquisition history, 10-K strategy themes