Aptiv (NYSE:APTV) Announces Quarterly Earnings Results

Key Points

• EPS beat: Aptiv reported adjusted EPS of $1.71 versus $1.62 expected and revenue of $5.09B (up 5.4% YoY), and raised FY2026 guidance to $5.70–$6.10 EPS with Q2 guidance of $1.30–$1.50.
• The company completed the Versigent spin-off, saying the separation sharpens its focus on advanced software and optimized hardware, accelerates non‑automotive expansion, and supports a >$20B 2026 bookings pipeline.
• Management flagged rising commodity/resin costs and FX headwinds and reported a Q1 free cash flow shortfall of −$362M that included separation and transaction payments.

Aptiv (NYSE:APTV - Get Free Report) issued its quarterly earnings data on Tuesday. The auto parts company reported $1.71 EPS for the quarter, beating analysts' consensus estimates of $1.62 by $0.09, FiscalAI reports. The firm had revenue of $5.09 billion for the quarter, compared to analyst estimates of $5.03 billion. Aptiv had a return on equity of 18.22% and a net margin of 0.81%.The company's revenue for the quarter was up 5.4% on a year-over-year basis. During the same period in the prior year, the firm posted $1.69 EPS. Aptiv updated its FY 2026 guidance to 5.700-6.100 EPS and its Q2 2026 guidance to 1.300-1.500 EPS.

Here are the key takeaways from Aptiv's conference call:

• Versigent spin-off completed; Aptiv says the separation sharpens focus on advanced software and optimized hardware, increasing exposure to non-automotive markets and accelerating its product and go-to-market plans.
• Q1 operating performance — revenue of $5.1B (+1% adj.), adjusted EBITDA of $752M, and a record EPS of $1.71, with management citing strong execution and significant new business awards that support near-term momentum.
• Rising input-cost pressures and cash impact — management flagged higher commodity and resin costs related to the Middle East conflict, a year-to-date FX/commodity headwind to margins, and a Q1 free cash flow shortfall (−$362M) that includes separation and transaction payments.
• Maintained outlook and strong pipeline — Aptiv kept full-year pro forma guidance (≈4% revenue growth midpoint, EPS $5.70–$6.10) and expects >$20B of 2026 bookings, driven by double‑digit software/services growth and faster non‑automotive expansion.

Aptiv Stock Performance

NYSE APTV traded down $3.53 on Tuesday, hitting $56.00. 3,766,278 shares of the stock were exchanged, compared to its average volume of 2,497,813. The company has a debt-to-equity ratio of 0.79, a current ratio of 1.74 and a quick ratio of 1.23. The business's fifty day moving average is $66.70 and its 200 day moving average is $75.37. Aptiv has a 52 week low of $52.38 and a 52 week high of $88.93. The company has a market capitalization of $11.94 billion, a PE ratio of 72.90, a P/E/G ratio of 0.81 and a beta of 1.42.

Wall Street Analysts Forecast Growth

Several analysts have weighed in on APTV shares. President Capital started coverage on shares of Aptiv in a research note on Wednesday, March 25th. They issued a "buy" rating and a $82.50 price target for the company. Wolfe Research upgraded Aptiv from a "peer perform" rating to an "outperform" rating and set a $91.00 price objective for the company in a research report on Friday, March 6th. Wall Street Zen downgraded shares of Aptiv from a "strong-buy" rating to a "buy" rating in a report on Saturday, February 7th. Barclays reduced their price objective on Aptiv from $105.00 to $77.00 and set an "overweight" rating for the company in a report on Monday, March 30th. Finally, US Capital Advisors set a $110.00 price target on Aptiv in a research report on Tuesday, January 13th. One research analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, two have assigned a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, Aptiv currently has an average rating of "Moderate Buy" and a consensus target price of $89.37.

Institutional Investors Weigh In On Aptiv

Large investors have recently added to or reduced their stakes in the stock. Geneos Wealth Management Inc. increased its holdings in shares of Aptiv by 452.3% during the first quarter. Geneos Wealth Management Inc. now owns 486 shares of the auto parts company's stock worth $29,000 after buying an additional 398 shares in the last quarter. DV Equities LLC bought a new stake in Aptiv during the 4th quarter valued at $33,000. Atlas Capital Advisors Inc. bought a new stake in Aptiv during the fourth quarter worth $33,000. Towarzystwo Funduszy Inwestycyjnych PZU SA lifted its position in shares of Aptiv by 60.0% during the fourth quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA now owns 480 shares of the auto parts company's stock valued at $37,000 after purchasing an additional 180 shares in the last quarter. Finally, MUFG Securities EMEA plc bought a new position in Aptiv in the 2nd quarter valued at $44,000. Institutional investors and hedge funds own 94.21% of the company's stock.

Aptiv Company Profile

Aptiv plc is a global automotive technology company that develops safer, greener and more connected solutions for the mobility industry. The company designs and supplies advanced electrical architectures, electronic systems and software that enable vehicle connectivity, active safety, advanced driver-assistance systems (ADAS) and autonomous driving capabilities. Aptiv's customers include major automakers and mobility service providers seeking to integrate higher levels of automation, electrification and software-defined features into production vehicles and mobility platforms.

Product and service offerings span vehicle electrical systems and wiring, connectors and harnesses, high-voltage electrification components, power electronics and charging solutions, sensors and compute platforms that support ADAS and autonomous functions, and the software and services required to integrate and manage these systems.

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