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Aptiv PLC (APTV)
NYSE:APTV
Earnings Data
Report Date
Apr 30, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1.68Last Year’s EPS
1.69Same Quarter Last Year
Moderate Buy
Based on 12 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a mix of strong execution and strategic progress alongside near-term headwinds. Highlights include record quarterly revenue, EPS growth, robust bookings ($27B) and a large pipeline, significant cash generation and disciplined capital deployment (debt paydown and $3.5B of buybacks since 2024), and improved supply-chain resilience and product/market expansion (robotics, non-auto growth, Wind River momentum). Offsetting these positives are meaningful margin pressures from foreign exchange and commodity costs (c.160 bps impact in Q4), segment-level profitability weakness (Intelligent Systems operating income down 17%, EDS margin contraction), China mix-related revenue decline, separation/stranded costs tied to the Versagen spin, and inventory-driven working capital use. Management communicated confidence in passing through semiconductor cost increases, executing the spin, and returning to margin expansion over the 2026–2028 horizon, but near-term results reflect the noted headwinds.Company Guidance
Record Q4 Revenue
Reported record fourth-quarter revenue of $5.2 billion, up 5% on a reported basis and up 3% on an adjusted year-over-year basis.
Earnings and Profitability
Adjusted operating income of $607 million in Q4 and adjusted EPS of $1.86, up 6% year over year, supported by flow-through on volume, lower net interest expense, and reduced share count.
Strong Operating Cash Flow and Capital Deployment
Generated $818 million of operating cash flow in Q4 and well north of $2 billion for the full year; deployed capital to retire $1.0 billion of debt in 2025, repurchased ~$400 million of stock in Q3/Q4 (3.9M shares in Q4), and have returned ~$3.5 billion toward buybacks since 2024 (share count reduced ~20%).
Robust New Business Bookings and Pipeline
Full-year new business awards totaled $27 billion with a record second half; notable bookings included ~$5 billion in China (nearly $4B with leading local OEMs), just under $4B with non-China Asian OEMs (up ~20% YoY), >$800M in India, and >$4B in non-automotive bookings; pipeline expected to exceed $30 billion in 2026 (including Versagen).
Segment and Product Momentum
Product/program launches and partnerships across segments including Gen7 radar (4-month time-to-market), smart cameras, interior sensing, high-voltage connectors, modular connector series, high-power distribution systems, and robotics partnerships with Robust AI and Vecna Robotics; Engineered Components operating income increased 8% and margin expanded +60 bps in Q4.
Supply Chain Resiliency Improvements
Enhanced supply-chain visibility (95% to Tier-3, 99% of semiconductor chain to Tier-5) and semiconductor inventory strategy (~12 weeks of coverage) positioning the company to mitigate industry DRAM/semiconductor shortages.
Clear Capital and Spin Strategy
Versagen spin on track for April 1, 2026; pro forma 2026 guidance provided for NuAptiv (revenue $12.8–$13.2B, +4% midpoint; EBITDA margin 18.6%) and Versagen (revenue $9.1–$9.4B; EBITDA margin ~10.7%); plan to use ~ $1.6B Versagen spin dividend to pay down ~$1.9B debt in 2026.
Geographic Strength — North America Outperformance
North America revenue increased 8% in Q4 with double-digit growth in Intelligent Systems and EDS, and continued leadership expected in 2026 regional performance.
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 |
|---|---|---|---|
Feb 02, 2026 | $75.75 | $77.98 | +2.94% |
Oct 30, 2025 | $85.77 | $82.12 | -4.26% |
Jul 31, 2025 | $66.68 | $68.64 | +2.94% |
May 01, 2025 | $57.06 | $56.96 | -0.18% |
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 Apr 30, 2026, Before Open (Confirmed).
What is Aptiv PLC (APTV) earnings time?
Aptiv PLC (APTV) earnings time is at Apr 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 (Q1) is 1.68.