Global Auto-Part Suppliers 2026 Outlook: Margin Gains on Cost Cuts, Better Mix: BI Replay

Global auto-parts suppliers must sustain tight cost controls to unlock margin gains as production normalizes and automakers step up pricing pressure in 2026. Tariff risk should remain manageable as peers accelerate reshoring and cost pass-through. Japanese suppliers are rebounding on optimism around levy cuts, but Mitsubishi, Nissan and Yamaha Motor still face company-specific headwinds. A greater mix of large SUVs and pickups, especially in the US, is set to increase content per vehicle, supporting sales and margin expansion.