Aptiv
Builds sensing, compute, software, and interconnect systems for vehicles and other industrial markets.
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Profile
Supplies sensors, vehicle compute, software, connectors, interconnects, and cable-management products across automotive and selected industrial markets. Following the Versigent spin-off, revenue comes from Intelligent Systems and Engineered Components, with automotive production and long vehicle-program cycles remaining central.
Supplies sensing, computing, software, and engineered components that help vehicles and other systems perceive conditions, process data, and distribute power, signal, and data. Intelligent Systems combines sensors and high-performance compute with software and services for driver assistance, in-cabin experiences, and device-to-cloud operations. Engineered Components provides connection systems, high-performance interconnects, and cable-management and protection products.
Serves automotive and commercial-vehicle manufacturers alongside aerospace and defense, telecom and datacom, and industrial customers through a global manufacturing and engineering footprint. The completed Versigent spin-off removed Electrical Distribution Systems, focusing the portfolio on Intelligent Systems and Engineered Components. Revenue remains tied largely to automotive production, multiyear vehicle programs, launch schedules, and a concentrated group of major customers.
Company facts
Key statistics
Year to date −41.6% · Average volume (30d) 4.0M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 13, 2026 | Argus Research | Target | $64 | |||
| Aug 10, 2026 | Evercore ISI | Reiterate | Outperform | $100 | $70 | |
| Aug 10, 2026 | Barclays | Reiterate | Overweight | $73 | $65 | |
| Aug 5, 2026 | UBS | Reiterate | Buy | $97 | $62 | |
| Aug 5, 2026 | Deutsche Bank | Downgrade | Buy | Hold | $75 | $56 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 4, 2026Q2 FY26 | $1.42 | $1.63 | +14.8% | $3.31B | $3.27B | −1.2% | −16.62% |
| May 5, 2026Q1 FY26 | $1.62 | $1.71 | +5.6% | $5.03B | $5.09B | +1.1% | +3.59% |
| Feb 2, 2026Q4 FY25 | $1.82 | $1.86 | +2.2% | $5.11B | $5.15B | +0.9% | +0.28% |
| Oct 30, 2025Q3 FY25 | $1.81 | $2.17 | +19.9% | $5.10B | $5.21B | +2.2% | −1.24% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $4.83B | $5.21B | $5.21B | $5.15B | $5.09B | $3.27B | |
| Gross profit | $865.0M | $997.0M | $1.02B | $1.02B | $920.0M | $775.0M | |
| Operating income | $481.0M | $486.0M | −$175.0M | $392.0M | $440.0M | $367.0M | |
| Net income | −$11.0M | $393.0M | −$355.0M | $138.0M | $189.0M | $248.0M | |
| Diluted EPS | −$0.05 | $1.80 | −$1.63 | $0.63 | $0.88 | $1.17 | |
| Gross margin | 17.9% | 19.1% | 19.5% | 19.8% | 18.1% | 23.7% | |
| Operating margin | 10.0% | 9.3% | -3.4% | 7.6% | 8.7% | 11.2% |
Fiscal years (4-quarter sums)FY21 $15.62B · FY22 $17.49B · FY23 $20.05B · FY24 $19.71B · FY25 $20.40B
Revenue by product · Q1 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $761.0M · Total debt $5.68B · Total assets $18.00B · Shareholders' equity $8.75B
Dividends
No dividends on record.
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 211.62M · Float 208.74M · 98.6% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 18.05M | 8.53% | 13F | Aug 7, 2026 |
| JPMorgan Chase & Co. | 14.92M | 5.60% | 13D/G | Oct 23, 2024 |
| Jane Street Group, LLC | 14.05M | 5.30% | 13D/G | Nov 14, 2024 |
| Vanguard Capital Management LLC | 13.86M | 6.55% | 13F | Aug 13, 2026 |
| Barrow Hanley Mewhinney & Strauss LLC | 10.80M | 5.10% | 13F | Aug 12, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 13, 2026 | Hakan Agnevall | director | +4,100 | $48.58 |
| Aug 11, 2026 | Sean O. Mahoney | director | +11,000 | $50.24 |
| Aug 10, 2026 | Kevin P. Clark | director, officer: Chair and CEO | +51,190 | $48.89 |
| Aug 5, 2026 | Paul M. Meister | director | +105,631 | $47.33 |
| Jun 15, 2026 | Obed D. Louissaint | officer: EVP & Chief People Officer | −3,000 | $69.60 |
Peers
- Lear
Direct E-Systems overlap in vehicle electrical distribution
- TE Connectivity
Major connector and sensor rival in vehicle power and data
- Amphenol
Interconnect and sensor peer across automotive electronics
- Mobileye
ADAS and autonomy software rival around perception
- Visteon
Digital cockpit and domain-controller peer
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Aptiv | $45.51 | −0.57% | $9.68B | 43.6 | 7.5 | 0.5 | −37.1% |
| Lear | $124.02 | −0.10% | $6.21B | 11.6 | 7.9 | 0.3 | +3.0% |
| TE Connectivity | $202.66 | +0.01% | $58.76B | 19.9 | 16.1 | 3.1 | +13.8% |
| Amphenol | $158.44 | +0.46% | $194.49B | 39.4 | 26.9 | 6.7 | +55.0% |
| Mobileye | $8.57 | −0.29% | $7.00B | — | 20.9 | 3.5 | +0.4% |
| Visteon | $102.02 | +0.02% | $2.72B | 18.6 | 10.5 | 0.7 | −0.9% |
| Median | 19.2 | 16.1 | 3.1 | +3.0% |