Aptiv PLC (APTV)
NYSE:APTV
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Earnings Data
Report Date
Jul 30, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.46Last Year’s EPS
1.8Same Quarter Last Year
Strong Buy
Based on 14 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Balanced but constructive: the company delivered a record EPS and strong bookings while completing the strategic EDS separation and maintaining full-year guidance. These positives are tempered by near-term headwinds — notably commodity inflation, FX impacts, negative Q1 free cash flow driven by separation payments, and customer/production mix issues (including China and one large North American OEM). Management highlighted operational levers, pass-throughs to customers, and confidence in mid-to-long-term growth (including >$20B bookings cadence and secular tailwinds in software, nonautomotive and AI/edge markets), which supports a cautiously optimistic outlook despite short-term pressure.Company Guidance
Successful Separation of EDS (Versigent)
Completed the spin-off of Electrical Distribution Systems (Versigent), positioning New Aptiv to focus on advanced software and optimized hardware; spin mechanics included $1.65B net dividend from Versigent and pro forma New Aptiv gross leverage of 2.3x / net leverage 1.9x.
Strong Bookings Momentum
Management cited securing $7.0B of new business awards (call remarks) and reported $4.6B of customer awards in Q1 (≈15% above the 2025 quarterly average), including ~$900M with nonautomotive customers; company expects 2026 bookings of more than $20B.
Revenue and Segment Performance
Total Aptiv revenue of $5.1B in Q1, adjusted year-over-year growth of 1%; Intelligent Systems revenue $1.4B (-1% YoY) and Engineered Components $1.7B (flat on adjusted basis); nonautomotive revenue grew ~9% and software & services grew ~10%.
Adjusted EBITDA and Record EPS
Adjusted EBITDA of $752M in Q1; record adjusted earnings per share of $1.71 (up $0.02 YoY), driven by operating performance, lower net interest expense and lower share count.
Margin Expansion Excluding FX/Commodities
New Aptiv reported margin expansion of ~30 basis points when excluding FX and commodity impacts, reflecting performance initiatives and flow-through on volume growth.
Product & Commercial Wins
Progress on product roadmap and new commercial wins including next-generation AI-powered ADAS platform, intelligent interior camera, cockpit controller, high-voltage electrical centers, high-speed interconnects, and software awards (VxWorks RTOS, Helix virtualization, software tool chain for a major OEM).
Diversification and Nonautomotive Traction
Approximately 25% of business is outside automotive; new awards and partnerships gained in robotics, drones, aerospace/defense, energy storage and data-center/subsea interconnects, with Engineered Components noting double-digit growth in diversified industrials.
Capital Allocation and Balance Sheet Actions
Ended Q1 with $3.2B cash (temporarily inflated by EDS debt mechanics), paid down $2.1B of debt year-to-date including post-spin, and deployed $75M to share repurchases; reiterated balanced capital allocation focus including bolt-on M&A and returns to shareholders.
Maintained Full-Year Guidance
Maintained 2026 pro forma guidance: adjusted revenue growth ~4% at midpoint, adjusted EBITDA ~$2.4B and 18.6% margin midpoint, adjusted EPS $5.70–$6.10, and free cash flow ~$750M at midpoint (inclusive of separation transaction costs).
APTV Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
APTV Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 05, 2026 | $59.53 | $54.83 | -7.90% |
Feb 02, 2026 | $64.17 | $66.06 | +2.94% |
Oct 30, 2025 | $72.66 | $69.56 | -4.26% |
Jul 31, 2025 | $56.48 | $58.15 | +2.94% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Aptiv PLC (APTV) report earnings?
Aptiv PLC (APTV) is schdueled to report earning on Jul 30, 2026, Before Open (Confirmed).
What is Aptiv PLC (APTV) earnings time?
Aptiv PLC (APTV) earnings time is at Jul 30, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is APTV EPS forecast?
APTV EPS forecast for the fiscal quarter 2026 (Q2) is 1.46.