Aptiv PLC
- Open
- 57.46
- Day high
- 57.78
- Day low
- 55.44
- Prev close
- 58.09
- Volume
- 3.7M
- Mkt cap
- $12.0B
- P/E (TTM)
- 33.6
- EPS (TTM)
- $1.68
- P/B
- —
- P/S
- 0.6
- Yield
- —
- Per share
- —
- ▼Insiders net selling -$13K over the last 3 months (1 open-market buy, 2 sales)
- 🏛Institutions mixed (13F)
Aptiv PLC (APTV) is a Consumer Cyclical company listed on NYSE. The stock is down 15% over the past year. Over the trailing 3 months, insiders filed 1 open-market buy and 2 sales (SEC Form 4).
Aptiv PLC (APTV) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 6 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
APTV earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 5, 2026 | $1.62 | $1.71 | +5.6% | $5.1B | +1.1% |
| Feb 2, 2026 | $1.82 | $1.86 | +2.2% | $5.2B | +2.2% |
| Oct 30, 2025 | $1.81 | $2.17 | +19.9% | $5.2B | +2.2% |
| Jul 31, 2025 | $1.79 | $2.12 | +18.4% | $5.2B | +4.5% |
| May 1, 2025 | $1.53 | $1.69 | +10.5% | $4.8B | +0.7% |
| Feb 6, 2025 | $1.66 | $1.75 | +5.4% | $4.9B | +2.8% |
| Oct 31, 2024 | $1.68 | $1.83 | +8.9% | $4.9B | -4.7% |
| Aug 1, 2024 | $1.42 | $1.58 | +11.3% | $5.1B | -4.8% |
| May 2, 2024 | $1.04 | $1.16 | +11.5% | $4.9B | -1.7% |
| Jan 31, 2024 | $1.29 | $1.40 | +8.5% | $4.9B | -2.6% |
| Nov 2, 2023 | $1.20 | $1.30 | +8.3% | $5.1B | +2.6% |
| Aug 3, 2023 | $1.03 | $1.25 | +21.4% | $5.2B | +3.1% |
APTV insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jul 15, 2026 | Brazier Allan Jofficer: SVP & Chief Accounting Officer | Tax | 4,062 | $58.06 |
| Jun 16, 2026 | Louissaint Obed D.officer: EVP & Chief People Officer | Sell | 3,000 | $69.60 |
| Jun 4, 2026 | Ramundo Katherine Hofficer: EVP, CLO, CCO & Secretary | Sell | 2,000 | $78.30 |
| May 12, 2026 | Agnevall Hakandirector | Buy | 6,100 | $57.73 |
| Apr 30, 2026 | COOPER NANCY Edirector | Tax | 316 | $59.12 |
| Apr 30, 2026 | Parris Colin J.director | Grant | 3,292 | — |
| Apr 30, 2026 | MEISTER PAUL Mdirector | Tax | 590 | $59.12 |
| Apr 30, 2026 | Ortberg Robert Kellydirector | Tax | 287 | $59.12 |
| Apr 30, 2026 | HOOLEY JOSEPH Ldirector | Grant | 5,572 | — |
| Apr 30, 2026 | Agnevall Hakandirector | Tax | 271 | $59.12 |
| Apr 30, 2026 | MEISTER PAUL Mdirector | Grant | 6,344 | — |
| Apr 30, 2026 | Janow Merit Edirector | Grant | 3,086 | — |
| Apr 30, 2026 | Pinczuk Ana G.director | Grant | 3,086 | — |
| Apr 30, 2026 | Mahoney Sean Odirector | Grant | 3,292 | — |
| Apr 30, 2026 | Ortberg Robert Kellydirector | Grant | 3,086 | — |
Source: APTV SEC Form 4 filings, latest Jul 15, 2026. For informational purposes only — not investment advice.
See the full APTV insider & 13F page →Aptiv PLC company profile
Overview
Aptiv PLC (NYSE:APTV) is a global automotive technology company headquartered in Dublin, Ireland, that designs and manufactures advanced vehicle components and systems. Originally spun off from General Motors as Delphi Automotive in 2011, the company rebranded to Aptiv in 2017 to reflect its strategic pivot toward next-generation automotive technologies. Today, Aptiv operates as a leading supplier of electrical, electronic, and safety technology solutions to automotive and commercial vehicle manufacturers worldwide, positioning itself at the forefront of the industry's transformation toward electrified, connected, and autonomous vehicles.
Business
Aptiv operates in the automotive parts and components industry, serving as a critical supplier to original equipment manufacturers (OEMs) in the global automotive sector. The company specializes in developing and manufacturing the technological infrastructure that enables modern vehicles to be safer, more connected, and increasingly electrified. The company operates through two primary business segments. The Advanced Safety and User Experience (ASUX) segment represents approximately 30% of total revenue and focuses on developing critical safety and connectivity technologies. This division creates sensing and perception systems that help vehicles detect obstacles and hazards, electronic control units that process data and make split-second decisions, multi-domain controllers that manage multiple vehicle functions simultaneously, vehicle connectivity systems that enable cars to communicate with infrastructure and other vehicles, and autonomous driving technologies. The segment also develops application software that powers these advanced features. The Signal and Power Solutions (SPS) segment accounts for roughly 70% of revenue and serves as the electrical backbone of modern vehicles. This division designs and manufactures the vehicle's entire electrical architecture, including engineered component products like connectors and sensors, comprehensive wiring assemblies and harnesses that carry electrical signals throughout the vehicle, cable management products that organize and protect electrical systems, electrical centers that distribute power, and increasingly important hybrid high-voltage and safety distribution systems that manage the complex electrical demands of electric and hybrid vehicles. Within this segment, the Engineered Components Group focuses on connectors and components, while the Electrical Distribution Systems division handles wiring and power distribution. The automotive industry is undergoing a fundamental transformation driven by three major trends that directly benefit Aptiv's business: electrification (the shift from internal combustion engines to electric powertrains), connectivity (vehicles becoming increasingly connected to networks and other vehicles), and automation (the development of advanced driver assistance systems and autonomous driving capabilities). These trends require significantly more sophisticated electrical and electronic systems than traditional vehicles, creating substantial content growth opportunities for Aptiv's products.
Revenue model
Aptiv generates revenue primarily through direct product sales to automotive OEMs and commercial vehicle manufacturers. The company operates on a business-to-business model, selling components and systems that are integrated into vehicles during the manufacturing process. Revenue is generated when these components are delivered to OEM production facilities and incorporated into new vehicles. The company's financial performance is closely tied to global vehicle production volumes, but Aptiv has consistently demonstrated its ability to grow faster than the overall market through content expansion. As vehicles become more electrified and technologically sophisticated, each vehicle requires significantly more of Aptiv's electrical and electronic components, driving higher revenue per vehicle even when overall production volumes remain flat or decline. Several factors influence Aptiv's profitability and margins. Positive margin drivers include the ongoing shift toward electric vehicles, which require more complex and higher-value electrical systems, increasing adoption of advanced driver assistance systems and connectivity features that utilize Aptiv's specialized technologies, the company's focus on higher-margin software and integrated solutions rather than commodity components, operational efficiency improvements through manufacturing automation and footprint optimization, and successful cost reduction initiatives including workforce optimization and supply chain improvements. Margin pressures come from volatile vehicle production schedules that can impact manufacturing efficiency, inflationary pressures on labor and material costs, particularly in key manufacturing regions, intense pricing pressure from OEM customers seeking cost reductions, supply chain disruptions that can increase costs and reduce efficiency, and the need for continuous investment in research and development to stay competitive in rapidly evolving technologies. The company also faces currency translation impacts given its global operations, and potential trade policy changes that could affect cross-border manufacturing and supply chains. Aptiv's business model benefits from long-term contracts with OEMs that typically span the life cycle of vehicle platforms, providing revenue visibility of several years. However, the company must continuously compete for new business awards as OEMs develop next-generation vehicles, making innovation and technological leadership critical to sustained growth.
Competitive moat
Aptiv possesses a moderate to strong competitive moat built primarily on technological expertise, customer relationships, and scale advantages, though the sustainability of this moat faces ongoing challenges from industry evolution and new competitors. The company's strongest moat elements include its deep technical expertise in complex automotive electrical and electronic systems, which requires significant engineering knowledge and years of development experience that cannot be easily replicated. Aptiv has established long-term relationships with major global OEMs, with design wins and contracts that typically span multiple years and vehicle generations. The company benefits from significant scale advantages in manufacturing and procurement, allowing it to achieve cost efficiencies that smaller competitors cannot match. Additionally, Aptiv's global manufacturing footprint and local presence in key automotive markets create barriers for new entrants who would need substantial capital investment to compete effectively. The company has also built intellectual property portfolios around key technologies, particularly in areas like advanced driver assistance systems and vehicle connectivity solutions. Its acquisition of Wind River has strengthened its software capabilities, an increasingly important differentiator as vehicles become more software-defined. However, Aptiv's moat faces several challenges. The automotive supply chain is highly competitive with intense pricing pressure from OEMs, which limits the company's ability to maintain premium pricing for its products. Technology companies from outside the traditional automotive industry, including semiconductor companies and software firms, are increasingly entering Aptiv's markets with potentially disruptive solutions. The shift toward electric vehicles, while creating opportunities, also enables new competitors who don't carry the legacy costs and complexity of traditional automotive suppliers. The company's moat is also somewhat dependent on the continued evolution of vehicle technology in directions that favor Aptiv's capabilities. If the industry were to standardize around simpler electrical architectures or if new technologies emerged that bypassed Aptiv's current solutions, the competitive advantages could erode. Additionally, as vehicles become more software-centric, Aptiv faces competition from pure-play software companies that may have advantages in attracting engineering talent and developing cutting-edge solutions. Overall, while Aptiv has built meaningful competitive advantages, the rapidly evolving automotive technology landscape requires continuous innovation and adaptation to maintain its market position.
Risks & safety
Aptiv demonstrates a moderate margin of safety with solid financial fundamentals but some areas of concern given industry volatility. • **Liquidity and Solvency**: Strong cash position of $1.1 billion with additional available credit facilities. Current ratio of 1.61 indicates adequate short-term liquidity. Debt-to-equity ratio of 0.93 is manageable but elevated from historical levels. • **Cash Generation**: Positive operating cash flow of $273 million in Q1 2025, though down from stronger prior periods. Free cash flow of $76 million indicates the company is generating cash after capital expenditures, but at reduced levels compared to historical performance. • **Valuation Metrics**: EV/EBITDA of 7.6x appears reasonable for a cyclical industrial company. Price-to-book ratio of 1.53x suggests modest valuation premium. Recent stock price volatility reflects market uncertainty about automotive production outlook. • **Earnings Quality**: Q1 2025 showed slight net loss of $11 million despite positive EBITDA of $690 million, indicating some non-cash charges or one-time items. Full-year 2024 showed strong profitability with net income of $1.8 billion. • **Other Considerations**: Exposure to volatile automotive production cycles creates earnings uncertainty. Ongoing separation of EDS business by Q1 2026 adds execution risk. Trade policy uncertainties, particularly regarding tariffs, create additional near-term risks. However, strong new business bookings of nearly $5 billion in Q1 2025 provide future revenue visibility.
Recent development
Over the past few years, Aptiv has undergone significant strategic transformation to position itself for the automotive industry's technological evolution. The most significant recent development is the company's decision to separate its Electrical Distribution Systems (EDS) business by March 31, 2026, allowing Aptiv to focus more intensively on higher-growth, higher-margin advanced technology solutions. The company has made substantial investments in software capabilities, most notably through the acquisition of Wind River, which has strengthened its position in vehicle software platforms and middleware solutions. This acquisition supports Aptiv's strategy to become a key player in software-defined vehicles, with Wind River showing growth across multiple markets beyond automotive. Aptiv has also been aggressively pursuing manufacturing footprint optimization, accelerating the rotation of production facilities to lower-cost regions including Central America and North Africa. The company is targeting 30% manufacturing automation by 2026 and over 50% by 2030, which should improve both cost competitiveness and production flexibility. In terms of market positioning, Aptiv has significantly expanded its presence with Chinese OEMs, with bookings from local Chinese manufacturers now representing around 70% of its China business, up from a much smaller percentage just a few years ago. This shift reflects the company's adaptation to the rapidly changing dynamics in the world's largest automotive market. The company has also been pursuing aggressive capital allocation strategies, including a $3 billion accelerated share repurchase program completed in 2024 and additional share buyback authorizations, reflecting management's confidence in the business and belief that the stock is undervalued. Record new business bookings of $31 billion in 2024 demonstrate strong customer demand for Aptiv's advanced technology solutions, particularly in areas like Smart Vehicle Architecture, active safety systems, and high-voltage electrification products.
APTV company profile · for informational purposes only — not investment advice.
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