BorgWarner capitalizes on ever-stricter fuel economy and vehicle emissions standards.
Delphi is well positioned for profitable growth, especially in electrical, electronics, and safety.
The multi-brand customer-centric strategy supports earnings growth despite moderate credit growth.
General Motors is Gentex's second largest customer, and its market share postbankruptcy is uncertain, which could affect Gentex's revenue growth.Technological advantages can disappear very quickly if a better product is invented by a competitor.As auto-dimming mirrors become available on more
Any differentiation that creates an advantage and enhances margin eventually is competed away due to the intensely competitive nature of the automotive industry.High debt levels require substantial cash interest payments during periods of economic downturns when customers' production volumes
Because ARM's IP is widely available to all licensees, the company is only able to capture a small part of the value pie because its IP does not offer its customers much differentiation.ARM's physical IP division has been a drag on the firm's overall profitability and it could take some time before
Having reduced debt and expanded margins, we think TRW stock is attractively valued.
Stoneridge is plunging headlong into margin pressure from rising copper prices.
The company still gets nearly half of its sales from the very cyclical auto industry.Commercial property servicing is very fragmented, and it could take time to capture significant market share in the middle-market segment.About 20% of battery sales are to automakers, which further exposes Johnson
Consumer demand and government mandates drive Autoliv's growth in emerging markets.