Aptiv PLC (APTV) Earnings
Aptiv PLC is expected to report next earnings on July 30, 2026 (in NaN days), with a consensus EPS estimate of $1.41. APTV has beaten EPS estimates in 12 of its last 12 reported quarters (average surprise +11.5% over the last four).
| 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% |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q1 FY2026 · May 5, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
- Successful completion of EDS separation into Versagen. - NuActive is a leading provider of advanced software and optimized hardware solutions. - Secured $7 billion of new business awards. - Continued product innovation across diverse end markets. - Strong customer awards in first quarter, totaling $4.6 billion. - Progress in penetrating non-automotive markets and various regions' OEMs.
Guidance
- Maintaining full-year 2026 financial guidance, expecting adjusted revenue growth midpoint 4%, adjusted EBITDA $2.4 billion, EBITDA margin 18.6% midpoint, adjusted EPS $5.70 - $6.10. - Second quarter expected adjusted revenue growth midpoint 2%, adjusted EBITDA $580 million, EBITDA margin 17.6% midpoint, EPS $1.40 midpoint. - Anticipating higher input costs from Middle East conflict, but expecting to offset through performance initiatives and customer pass-throughs.
Segment performance
Total Aptiv revenue was over $5 billion, up 1% vs prior year. Adjusted EBITDA over $750 million. Intelligent systems revenue $1.4 billion, down 1% y/y; adjusted EBITDA margin declined 90 basis points. Engineered components revenue $1.7 billion, flat; adjusted EBITDA margin declined 90 basis points. EDS revenue $2.2 billion, up 3% y/y; adjusted EBITDA margin declined 70 basis points.
Risks & headwinds
- Macro environment remains dynamic with ongoing Middle East conflict causing increased input costs. - Uncertainty in macroeconomic situation could amplify pressures and present challenges to the value chain across markets served.
Analyst Q&A
Q: Annie Culler talked about puts and takes, sales and margin guidance.
A: Kevin and Varon discussed commodity price spikes, underlying vehicle production assumptions, margin drivers.
Q: James Piccirillo spoke about active safety growth and margin cadence.
A: Kevin and Varon discussed ADAS and user experience growth, margin split.
Q: Chris McNally asked about non-auto opportunities.
A: Kevin discussed organic efforts and bolt-on acquisitions.
Q: Joe Spack asked about margin drivers and commodity impact.
A: Varon discussed revenue drivers and commodity headwinds.
Q: Mark Delaney asked about growth assumptions and conservatism.
A: Kevin discussed conservatism in outlook and supply chain capabilities.
Q: Etai McKelly asked about new business bookings.
A: Kevin discussed new business bookings and supply chain opportunities.
Q: Emmanuel Rosner asked about revenue growth context.
A: Kevin discussed revenue acceleration drivers and China growth outlook