Aptiv PLC's Stock Analysis

Aptiv Appoints Håkan Agnevall to Board of Directors

Aptiv PLC has announced the appointment of Håkan Agnevall to its Board of Directors, effective December 10, 2025. Mr. Agnevall is currently the President and CEO of Wärtsilä Corporation, where he has led the company’s transformation in the marine and energy sectors. His previous experience includes leadership roles at Volvo Buses, Bombardier Transportation, and ABB, providing him with a strong background in technology-driven industries.

Mr. Agnevall holds a master’s degree in engineering physics and a bachelor’s degree in business administration from Lund University, along with an MBA from IMD. His extensive experience in electrification, automation, and service innovation is expected to support Aptiv's strategic goals and expansion in industrial sectors. His international exposure includes significant roles across various countries, enhancing his capability to drive growth and transformation within Aptiv.

Dec 05, 2025 08:04:24

Aptiv Announces Investor Day and Strategic Business Updates

Aptiv PLC is set to host its Investor Day on November 18, 2025, where management will present an overview of the company’s strategies, including updates on its Electrical Distribution Systems (EDS) segment. The event will highlight Aptiv’s financial performance, market positioning, and future growth opportunities across various automotive and non-automotive sectors. Attendees will gain insights into the company’s disciplined execution and capital allocation strategies aimed at enhancing shareholder value.

The company is focusing on leveraging its comprehensive product portfolio to capitalize on key trends such as electrification and automation in the automotive industry. Following the planned spin-off of the EDS segment, Aptiv aims to create two independent entities that are better positioned to pursue growth opportunities. The presentation will also detail expected revenue and financial metrics for the upcoming years, emphasizing the company's commitment to returning excess capital to shareholders and maintaining a robust operational model.

Nov 18, 2025 09:05:54

Aptiv Plans Spin-Off of Electrical Distribution Systems Business

Aptiv PLC announced that its subsidiary, Cyprium Holdings Limited, has filed a preliminary Registration Statement with the SEC regarding the separation of its Electrical Distribution Systems business. This intended separation will result in the creation of a new, independent publicly traded company.

The transaction is expected to be a tax-free spin-off for shareholders, with a target completion date set for March 31, 2026, pending customary closing conditions. The preliminary Form 10 detailing the transaction is available on the SEC website.

Nov 14, 2025 16:24:40

Aptiv Reports Increased Revenues Despite Significant Losses

Aptiv PLC reported record revenues of $5.2 billion for the third quarter of 2025, reflecting a 7% increase compared to the same period last year. The company's adjusted operating income reached $654 million, while cash from operations totaled $584 million. However, the company experienced a U.S. GAAP net loss of $355 million, largely attributed to a non-cash goodwill impairment charge of $648 million related to its Wind River acquisition. The company raised its full-year guidance based on this strong quarterly performance.

For the year-to-date period ending September 30, 2025, Aptiv's U.S. GAAP revenue was $15.2 billion, a 3% increase year-over-year. The net income for this period was $27 million, significantly down from $1.5 billion in the previous year, due to the aforementioned impairment charge. The company repurchased $1.2 billion worth of shares year-to-date and had $1.6 billion in cash and cash equivalents as of the quarter's end. The company's adjusted net income for the year-to-date period was $1.3 billion, representing a 10.8% increase from the prior year.

Oct 30, 2025 06:48:05

Aptiv Reports Second Quarter 2025 Financial Results and Earnings

Aptiv PLC reported second quarter 2025 U.S. GAAP revenue of $5.2 billion, reflecting a 3% increase from the previous year. The company's net income for the quarter was $393 million, with diluted earnings per share of $1.80, while adjusted earnings per share, excluding special items, reached $2.12. Year-to-date, revenue totaled $10.0 billion, also a 1% increase, with a net income of $382 million. The company generated $510 million in cash from operations in the second quarter and $783 million year-to-date.

The company completed its Accelerated Share Repurchase (ASR) Program, retiring 48.5 million shares at an average price of $61.84 per share, with $2.52 billion remaining for future repurchases under the $5.0 billion authorization. As of June 30, 2025, Aptiv had cash and cash equivalents of $1.4 billion and total available liquidity of $4.0 billion. The company highlighted its operational execution and customer demand for its technology solutions as key drivers for growth, despite challenges such as tariffs and economic conditions.

Jul 31, 2025 06:48:07

Aptiv Announces Leadership Changes with New CFO Appointment

Aptiv PLC has announced key leadership appointments, promoting Joseph Massaro to Vice Chairman of the Engineered Components Group, where he will focus on growth strategies for various product lines. Varun Laroyia has been named Executive Vice President and Chief Financial Officer, bringing experience from LKQ Corporation and a strong background in finance and operational management. The company aims to leverage these appointments to enhance performance and value creation in its market segments.

On the negative side, the transition of leadership may create uncertainty as new executives step into their roles. While Mr. Massaro has been with Aptiv for over a decade and has played a significant role in the company's transformation, the effectiveness of Mr. Laroyia's strategies in improving profitability and competitive positioning remains to be seen. The company faces challenges in maintaining operational excellence amidst these changes.

Nov 07, 2024 16:14:23

Aptiv Reports $1.83 Adjusted Earnings Per Share in Q3 2024

Aptiv PLC announced third quarter 2024 results showing U.S. GAAP earnings of $1.48 per diluted share, with adjusted earnings at $1.83 per share, reflecting improved operating performance and cost reduction initiatives. The company generated $499 million in cash from operations and returned $2.32 billion to shareholders through share repurchases, indicating a strong commitment to shareholder value. Adjusted operating income rose to $593 million, with a margin of 12.2%, up from 11.0% in the previous year, showcasing operational resilience despite market challenges.

However, Aptiv experienced a 5% decline in U.S. GAAP revenue, totaling $4.9 billion, with a 6% drop when adjusted for currency and commodity factors. The company reported a significant decrease in net income, down to $363 million from $1,629 million in the same quarter last year, leading to a net income margin of 7.5%. Additionally, the effective tax rate increased due to a lack of prior year tax benefits, and the company faced declines in revenue across various regions, particularly in South America and Europe, indicating broader challenges in the automotive market.

Oct 31, 2024 06:54:43

Aptiv Reports Solid Q1 2024 Results and Future Outlook

Aptiv PLC (NYSE: APTV) reported Q1 2024 earnings of $0.79 per share, with adjusted earnings at $1.16 per share. Revenue increased by 2%, and the company returned $600 million to shareholders through share repurchases. Despite challenges in electrification and cost pressures, Aptiv secured new business awards worth $13 billion. The company's outlook for 2024 includes a conservative growth forecast, emphasizing innovation, cost optimization, and value creation for shareholders.

May 02, 2024 09:25:05

Aptiv Reports Strong Revenue Growth and Record Earnings in Q3 2023

Aptiv PLC reported strong revenue growth and record adjusted operating earnings in the third quarter of 2023, with U.S. GAAP revenue increasing by 11% and adjusted earnings per share totaling $1.30. Year-to-date, the company saw an 18% increase in revenue and reported a net income of $2,004 million. Aptiv attributes its success to its focus on providing solutions for the fully electrified, software-defined vehicle and its ability to deliver better performance and flexibility at a lower cost. The company generated $746 million of cash from operations in the third quarter and $1,272 million year-to-date.

Nov 02, 2023 09:08:42