Aptiv’s spinoffs offer growth potential, Barron’s says

Aptiv’s (APTV) splitting up into two companies – one selling faster-growing safety and software solutions and the other supplying slower-growing electrical distribution systems – seeks to address investors’ “perception problem” of the company as an auto-part supplier as well as allow both companies to better allocate capital to growth opportunities, Barron’s Al Root writes. The move, expected to be completed in Q1 of 2026, could also unlock shareholder value as investors assign higher multiples to non-automotive industrial businesses that demonstrate growth and margin improvement, Root says, noting that “investors should buy the stock”.