Aptiv (NYSE:APTV) Issues FY 2026 Earnings Guidance

Key Points

• FY2026 guidance: Aptiv issued EPS guidance of 5.70–6.10 and revenue guidance of $12.8B–$13.2B, well below consensus estimates of 6.60 EPS and $16.2B revenue.
• Quarter results vs outlook: The company beat Q1 estimates with $1.71 EPS and $5.09B revenue (up 5.4% YoY) but set a Q2 EPS outlook of 1.30–1.50, signaling more cautious near-term expectations.
• Market and analyst context: Shares dipped about 1.4% after the update; analysts collectively rate the stock a "Moderate Buy" with an average price target of $89.37 while the stock trades near $59.64 (market cap ~$12.7B).

Aptiv (NYSE:APTV - Get Free Report) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share guidance of 5.700-6.100 for the period, compared to the consensus earnings per share estimate of 6.600. The company issued revenue guidance of $12.8 billion-$13.2 billion, compared to the consensus revenue estimate of $16.2 billion. Aptiv also updated its Q2 2026 guidance to 1.300-1.500 EPS.

Aptiv Trading Down 1.4%

Shares of NYSE APTV opened at $59.64 on Tuesday. The business has a fifty day simple moving average of $66.70 and a 200-day simple moving average of $75.37. The company has a market cap of $12.71 billion, a price-to-earnings ratio of 78.47, a P/E/G ratio of 0.81 and a beta of 1.42. Aptiv has a 12 month low of $56.56 and a 12 month high of $88.93. The company has a quick ratio of 1.23, a current ratio of 1.74 and a debt-to-equity ratio of 0.79.

Aptiv (NYSE:APTV - Get Free Report) last announced its earnings results on Tuesday, May 5th. The auto parts company reported $1.71 EPS for the quarter, topping the consensus estimate of $1.62 by $0.09. Aptiv had a net margin of 0.81% and a return on equity of 18.22%. The company had revenue of $5.09 billion during the quarter, compared to analysts' expectations of $5.03 billion. During the same period last year, the company posted $1.69 earnings per share. The business's revenue for the quarter was up 5.4% on a year-over-year basis. Aptiv has set its FY 2026 guidance at 5.700-6.100 EPS and its Q2 2026 guidance at 1.300-1.500 EPS. Sell-side analysts predict that Aptiv will post 8.28 EPS for the current year.

Analyst Ratings Changes

A number of research analysts have recently weighed in on APTV shares. HSBC dropped their price target on Aptiv from $81.32 to $75.00 and set a "buy" rating on the stock in a research report on Monday, April 27th. Wall Street Zen cut shares of Aptiv from a "strong-buy" rating to a "buy" rating in a report on Saturday, February 7th. UBS Group dropped their target price on Aptiv from $97.00 to $80.00 and set a "buy" rating on the stock in a research report on Thursday, April 2nd. The Goldman Sachs Group assumed coverage on shares of Aptiv in a research report on Monday, April 13th. They set a "buy" rating and a $74.00 price objective on the stock. Finally, President Capital assumed coverage on shares of Aptiv in a research note on Wednesday, March 25th. They issued a "buy" rating and a $82.50 price objective for the company. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, two have given a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, Aptiv presently has an average rating of "Moderate Buy" and an average price target of $89.37.

Institutional Investors Weigh In On Aptiv

A number of institutional investors have recently added to or reduced their stakes in the company. Mercer Global Advisors Inc. ADV lifted its position in shares of Aptiv by 6.0% in the 4th quarter. Mercer Global Advisors Inc. ADV now owns 19,394 shares of the auto parts company's stock worth $1,476,000 after acquiring an additional 1,097 shares during the period. EP Wealth Advisors LLC acquired a new position in shares of Aptiv in the fourth quarter valued at $367,000. Mackenzie Financial Corp lifted its position in Aptiv by 13.3% in the fourth quarter. Mackenzie Financial Corp now owns 195,932 shares of the auto parts company's stock worth $15,038,000 after purchasing an additional 23,073 shares during the period. Empowered Funds LLC boosted its stake in Aptiv by 1.7% during the fourth quarter. Empowered Funds LLC now owns 226,145 shares of the auto parts company's stock worth $17,207,000 after buying an additional 3,694 shares in the last quarter. Finally, Polymer Capital Management US LLC increased its holdings in Aptiv by 582.2% in the 4th quarter. Polymer Capital Management US LLC now owns 17,695 shares of the auto parts company's stock valued at $1,346,000 after buying an additional 15,101 shares during the period. 94.21% of the stock is owned by institutional investors and hedge funds.

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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