APTV Research | Milton Maxwell

APTV

Aptiv PLC

77.42

+0.07+0.09%

Dec 16, 4:00:02 PM EST

Upcoming Earnings

Report date

-/-

Earnings Call Transcripts

This Quarter (Q1 '26)

No earnings call transcript available yet

Last Quarter (Q4 '25)

No earnings call transcript available

Key Stats

Market Cap

16.86B

P/E (TTM)

58.65

Basic EPS (TTM)

1.32

Dividend Yield

Recent Filings

8-K

Aptiv adds board heavyweight

12/5/25Dec 5, 2025

Aptiv appointed Håkan Agnevall to its Board, effective December 10, 2025. Current Wärtsilä CEO, he brings decades leading tech transformations in electrification, automation, and mobility at Volvo Buses, Bombardier, and ABB. Board gains global expertise. No material interests disclosed.

8-K

Aptiv plans EDS spin-off

11/18/25Nov 18, 2025

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

11/14/25Nov 14, 2025

Aptiv's subsidiary Cyprium Holdings filed a preliminary Form 10 on November 14, 2025, to spin off its Electrical Distribution Systems business as a standalone public company. The tax-free separation targets completion by March 31, 2026, pending customary conditions. Spin-off sharpens focus.

8-K

Aptiv crushes Q3 records

10/30/25Oct 30, 2025

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

10/30/25Oct 30, 2025

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.

About

Aptiv PLC engages in design, manufacture, and sale of vehicle components for the automotive and commercial vehicle markets in North America, Europe, the Middle East, Africa, the Asia Pacific, South America, and internationally. It operates through two segments, Signal and Power Solutions, and Advanced Safety and User Experience. The Signal and Power Solutions segment designs, manufactures, and assembles vehicle's electrical architecture, including engineered component products, connectors, wiring assemblies and harnesses, cable management products, electrical centers, and high voltage and safety distribution systems. The Advanced Safety and User Experience segment provides critical technologies and services for vehicle safety, security, comfort, and convenience, such as sensing and perception systems, electronic control units, multi-domain controllers, vehicle connectivity systems, cloud-native software platform, application software, autonomous driving technologies, and end-to-end DevOps tools. Aptiv PLC was incorporated in 2011 and is based in Schaffhausen, Switzerland.

CEO

Mr. Kevin P. Clark

IPO

11/17/2011

Website

https://www.aptiv.com

Employees

141,000

Sector

Consumer Cyclical

Industry

Auto Parts