Aptiv PLC (APTV) Stock Analysis

Why this analysis is different

• A sector-relative MoonshotScore — five pillars (business quality, financial safety, valuation, growth durability, momentum) re-ranked nightly against the full universe of US-listed common stocks.
• An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
• Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.

Aptiv PLC (APTV) Consumer Business Overview

Aptiv PLC delivers electrical, electronic, and safety technology solutions to the automotive and commercial vehicle sectors. With a focus on vehicle architecture, the company operates through Signal and Power Solutions and Advanced Safety and User Experience segments, competing with Magna International and BorgWarner in the global automotive components market.

What Is the Investment Thesis for APTV?

Aptiv PLC presents a notable research candidate within the automotive technology sector. The company's focus on advanced safety and user experience, coupled with its signal and power solutions, positions it to capitalize on the increasing demand for electric and autonomous vehicle technologies. With a P/E ratio of 43.51 and a market capitalization of $9.70B, Aptiv's growth is tied to the expansion of the EV market and advancements in autonomous driving systems. Key catalysts include strategic partnerships with automotive manufacturers and the successful integration of new technologies. However, potential risks include intense competition, supply chain disruptions, and the cyclical nature of the automotive industry.

Based on FMP financials and quantitative analysis

APTV Key Highlights

Aptiv operates in two key segments: Signal and Power Solutions, and Advanced Safety and User Experience, addressing critical areas of vehicle technology.

• The company's focus on electrical architecture and connectivity positions it to benefit from the growth of electric vehicles.
• Aptiv's involvement in autonomous driving technologies offers exposure to a high-growth market segment.
• Aptiv has a global presence, serving automotive and commercial vehicle manufacturers worldwide.
• The company's profit margin is 1.8% and gross margin is 19.1%.

Who Are APTV's Competitors?

APTV is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.

AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance This table mixes two scoring engines — compare a number only with others carrying the same tag.

What Are APTV's Key Strengths?

Strong market position in vehicle electrical architecture.

• Advanced technology portfolio in safety and autonomous driving.
• Global manufacturing and supply chain network.
• Established relationships with major automotive manufacturers.

What Are APTV's Weaknesses?

Dependence on the cyclical automotive industry.

• Exposure to raw material price fluctuations.
• High research and development expenses.
• Profit margin of 1.8% is relatively low.

What Could Drive APTV Stock Higher?

Launch of new electric vehicle platforms incorporating Aptiv's technology.

• Increasing adoption of advanced driver-assistance systems (ADAS) in new vehicles.
• Expansion of Aptiv's connectivity solutions in the connected car market.
• Strategic partnerships with automotive manufacturers to co-develop new technologies.

What Are the Key Risks for APTV?

Rich valuation — a P/E of 43.51 runs well above the Consumer Cyclical sector’s ~32.70x, leaving little room for a miss.

• Economic downturn leading to decreased automotive sales.
• Disruptions in the global supply chain affecting component availability.
• Intense competition from other automotive suppliers.
• Fluctuations in raw material prices impacting profitability.
• Technological obsolescence requiring continuous innovation.

What Are the Growth Opportunities for APTV?

• Expansion in Electric Vehicle (EV) Components: Aptiv can capitalize on the growing EV market by expanding its offerings of electrical architecture and power distribution systems for electric vehicles. Timeline: Ongoing.
• Advancements in Autonomous Driving Technology: Aptiv's Advanced Safety and User Experience segment can drive growth by developing and integrating advanced driver-assistance systems (ADAS) and autonomous driving technologies. The market for autonomous driving solutions is expected to grow significantly as vehicles become more automated. Timeline: Ongoing.
• Strategic Partnerships with Automotive Manufacturers: Aptiv can strengthen its position by forming strategic partnerships with automotive manufacturers to co-develop and supply advanced technologies. These partnerships can provide access to new markets and accelerate the adoption of Aptiv's solutions. Timeline: Ongoing.
• Expansion in Emerging Markets: Aptiv can expand its presence in emerging markets, such as Asia and South America, where automotive production and demand are growing. This geographic diversification can help mitigate risks associated with regional economic cycles. Timeline: Ongoing.
• Development of Connectivity Solutions: Aptiv can focus on developing advanced connectivity solutions for vehicles, including vehicle-to-everything (V2X) communication and over-the-air (OTA) software updates. These solutions can enhance vehicle safety, security, and convenience. The market for connected car solutions is expanding rapidly. Timeline: Ongoing.

What Are APTV's Competitive Advantages?

• Technological expertise in vehicle electrical architecture and safety systems.
• Strong relationships with automotive manufacturers.
• Global manufacturing footprint and supply chain.
• Intellectual property portfolio and patents.

What Does APTV Do?

Aptiv PLC, formerly Delphi Automotive PLC, was founded in 2011 and rebranded in December 2017 to reflect its focus on advanced technology solutions for the automotive industry. Headquartered in Dublin, Ireland, Aptiv designs, manufactures, and sells vehicle components worldwide. The company operates through two primary segments: Signal and Power Solutions, which focuses on the vehicle's electrical architecture, including wiring, connectors, and cable management; and Advanced Safety and User Experience, which provides sensing systems, electronic controls, connectivity solutions, and autonomous driving technologies. Aptiv's products are integral to the evolution of both traditional vehicles and the emerging electric and autonomous vehicle markets. The company's solutions are designed to enhance vehicle safety, security, comfort, and convenience. With a global presence and a workforce of approximately 141,000 employees, Aptiv serves a diverse customer base of automotive and commercial vehicle manufacturers. Aptiv aims to be at the forefront of automotive technology, driving innovation in vehicle electrification, connectivity, and autonomy.

What Products and Services Does APTV Offer?

• Designs and manufactures vehicle electrical architecture.
• Provides engineered component products, connectors, and wiring assemblies.
• Develops cable management products and electrical centers.
• Creates hybrid high voltage and safety distribution systems.
• Offers sensing and perception systems for vehicle safety.
• Manufactures electronic control units and multi-domain controllers.
• Develops vehicle connectivity systems and application software.
• Provides autonomous driving technologies.

How Does APTV Make Money?

• Designs and manufactures automotive components and systems.
• Sells products to automotive and commercial vehicle manufacturers.
• Generates revenue through long-term supply contracts.
• Invests in research and development to innovate new technologies.

What Industry Does APTV Operate In?

Aptiv PLC operates within the rapidly evolving automotive industry, which is undergoing significant transformation driven by electrification, connectivity, and autonomous driving. The market for automotive components and technology is highly competitive, with key players like Magna International Inc. and BorgWarner Inc. vying for market share. The industry is experiencing growth in demand for advanced safety systems, electric vehicle components, and connectivity solutions. Aptiv's focus on these areas positions it to capitalize on these trends. The global automotive industry is subject to cyclical demand, technological disruption, and regulatory changes, all of which impact Aptiv's performance.

Who Are APTV's Key Customers?

• Automotive manufacturers
• Commercial vehicle manufacturers
• Tier-one automotive suppliers

Aptiv PLC Financial Trajectory

Aptiv PLC (APTV) reported $3.27B in revenue for Q2 FY2026, a decline of 35.6% compared to the prior quarter. The company recorded net income of $248.0M, with diluted EPS of $1.17. Revenue has contracted over three consecutive quarters, which investors in this mid-cap Consumer Cyclical stock should monitor closely. Across the four most recent quarters, APTV averaged $0.26 in diluted EPS.

Company Profile

Aptiv PLC operates in the Auto - Parts industry within the Consumer Cyclical sector. It is headquartered in Schaffhausen, CH. The company is led by CEO Kevin Clark. APTV has traded publicly since 2011.

How Aptiv PLC Is Valued

Aptiv PLC carries a market capitalization of $9.70B, placing it in the mid-cap category. Analyst price targets span from $55.00 to $94.00, with a consensus of $68.90. At the current price of $45.84, that implies approximately 50% upside potential. Relative to its peer group, APTV's quantitative score of 59/100 is roughly in line with the peer average of 62/100.

Return on equity for Aptiv PLC stands at 3.9%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 1.4%, showing how much profit it generates from its asset base. APTV trades at a trailing price-to-earnings ratio of 43.51, above the Consumer Cyclical sector average of ~32.70x. Its free cash flow yield is 7.6%, a gauge of the cash the business throws off relative to its market value. A current ratio of 2.11 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 2.5%, the inverse of the P/E and a quick read on earnings relative to price.

Aptiv PLC's Piotroski F-Score is 8/9, a 9-point checklist of profitability, leverage and efficiency — signaling solid underlying fundamentals. Its Altman Z-Score of 2.48 places it in the grey zone, a middle ground that warrants monitoring.

Aptiv PLC has beaten Wall Street's EPS estimate in 8 of its last 8 reported quarters — a consistent record of delivering on expectations. Reported results have landed about 10.7% above estimates on average.

Over the past six months, Aptiv PLC insiders filed 43 SEC Form 4 transactions — 14 sales and 29 purchases. On net that is roughly 691K shares acquired (about $7.8M) — insiders putting money in tends to read as conviction.

APTV Financials

APTV Latest News

APTV Analyst Consensus

APTV MoonshotScore

What Investors Ask About Aptiv PLC (APTV) — Consumer Cyclical

Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

Official Resources