Global Market ChallengesGlobal OEM challenges have slowed the pace of adoption of EV and autonomous driving applications, impacting APTV's foundational growth areas.
Market ValuationCurrent valuations suggest that the market has concerns around both the lower-growth Electrical Distribution Systems business and the 'new Aptiv' focused on higher-growth areas.
Production And Supply ChainTariffs on major clients VW and Stellantis pose significant supply chain risks for APTV, with revenue impact anticipated.