Q3 2025 North American Automotive Aftermarket Update

This document is a report detailing the North American automotive aftermarket's performance and trends for the third quarter of 2025. It outlines the challenges faced by the industry, including trade volatility, high labor costs, and consumer sentiment, while noting the resilience of the sector. The report highlights a significant rebound in electric vehicle (EV) sales, driven by federal incentives, and discusses the growing trend of DIY maintenance among cost-conscious consumers. Additionally, it presents data on extended vehicle ownership, which continues to support demand for maintenance services. The report also addresses ongoing tariff uncertainties impacting the entire value chain and summarizes M&A activity within the aftermarket, noting a concentration in collision repair and technology-enabled service platforms. The document concludes with insights into public market performance and the valuation of various automotive aftermarket segments, reflecting the sector's adaptability and growth potential despite economic pressures.