APTV
Aptiv PLC77.42
+0.07+0.09%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
FY Q3 '25
Q4 headwinds unpacked, non-auto detailed
Q&A detailed Q4's $80M revenue headwind from Oswego fire, European OEM cuts, and Nexperia trade conservatism, stressing political resolvability, validated alternatives, and 3-month inventory. Margins squeezed by $15M customer recovery shift, elevated copper, and 100bps+ FX/commodity drag. Non-auto neared $3B with mid-teens growth; SVA pipeline hit $5B+, 2025 revenues $150M-$200M. Active safety, UX face H2 slowdowns but 2026 rebound. Management open to spin alternatives for max value. Headwinds named, but navigable. Investors watch Q4 execution, Investor Day.
Key Stats
Market Cap
16.86BP/E (TTM)
58.65Basic EPS (TTM)
1.32Dividend Yield
0%Recent Filings
8-K
Aptiv adds board heavyweight
8-K
Aptiv plans EDS spin-off
Aptiv hosted its Investor Day on November 18, 2025, unveiling plans to spin off its Electrical Distribution Systems (EDS) business—targeting $8.6B revenue and 10% EBITDA margin in 2025E—creating two focused public companies. New Aptiv eyes 4-7% annual revenue growth to $14-15B by 2028E with ~21% margins and ~$4B cumulative FCF, fueled by edge AI across auto and non-auto markets. Separation unlocks value, yet non-GAAP metrics lack full 8-K reconciliations.
8-K
Aptiv files Form 10 for spin-off
8-K
Aptiv crushes Q3 records
Aptiv posted Q3 revenue of $5.2B, up 7%, with adjusted operating income hitting $654M—record highs. A $648M non-cash goodwill impairment on Wind River masked GAAP losses, yet operations hummed. Raised full-year guidance to $20.15-20.45B sales. Share buybacks rolled on. Separation of Electrical Distribution Systems stays on track.
10-Q
Q3 FY2025 results
Aptiv posted Q3 net sales of $5.2B, up 7% y/y from $4.9B (derived), fueled by 6% volume gains in North America and Asia Pacific despite European softness, while gross margin expanded to 19.5% from 18.6%. Operating loss swung to $(175)M from $503M income, hammered by a $648M Wind River goodwill impairment and $60M restructuring—net loss hit $(1.63) per diluted share versus $1.48 profit, confirmed against 217.41M shares with anti-dilution. Cash swelled to $1.6B with $1.4B YTD operating cash flow; debt dipped to $7.6B (long-term $7.6B) and $2B revolver sits fully available. Separation costs for the EDS spin reached $100M YTD. OEM production volatility looms large.
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