Aptiv PLC (APTV)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Aptiv PLC (APTV) trades at $58.89 with AI Score 47/100 (Grade C). Aptiv PLC is a global technology and mobility architecture provider for the automotive and commercial vehicle markets. Market cap: $12.46B, Sector: Consumer cyclical.
Price live · AI analysis from May 10, 2026APTV stock analysis for 2026: Analysts have set a consensus price target of $101.25 for Aptiv PLC, suggesting 71.9% upside from the current price of $58.89. The AI MoonshotScore is 47/100, indicating a neutral outlook. Key factors: analyst coverage, AI-driven quantitative scoring.
APTV: the 1 perspectives are evenly split.
How is this calculated? →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 39.8 and a market capitalization of $12.46B, 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.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| MGA Magna International Inc. | $62.69 | -0.60% | $17.07B | 48 |
| BWA BorgWarner Inc. | $63.52 | -1.31% | $13.03B | 79 |
| ALSN Allison Transmission Holdings, Inc. | $116.37 | -0.93% | $9.65B | 66 |
| ALV Autoliv, Inc. | $116.24 | +2.56% | $8.70B | 44 |
| LKQ LKQ Corporation | $26.55 | +1.53% | $6.76B | 66 |
| INVZ Innoviz Technologies Ltd. | $0.69 | -8.86% | $153.34M | 68 |
| HYLN Hyliion Holdings Corp. | $4.32 | -6.49% | $770.37M | 66 |
| SES SES AI Corporation | $0.88 | -7.47% | $322.47M | 62 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
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?
- 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. The global EV market is projected to reach hundreds of billions of dollars in the coming years, presenting a substantial growth opportunity for Aptiv. 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 Opportunities Does APTV Have?
- Growth in the electric vehicle market.
- Increasing demand for advanced safety systems.
- Expansion in emerging markets.
- Strategic partnerships with technology companies.
What Threats Does APTV Face?
- Intense competition from other automotive suppliers.
- Disruptions in the global supply chain.
- Economic downturns affecting automotive sales.
- Regulatory changes impacting vehicle technology.
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 $5.09B in revenue for Q1 2026, a decline of 1.3% compared to the prior quarter. The company recorded net income of $189.0M, with diluted EPS of $0.88. Revenue has contracted over three consecutive quarters, which investors in this large-cap Consumer Cyclical stock should monitor closely. Across the four most recent quarters, APTV averaged $0.42 in diluted EPS.
Company Profile
Aptiv PLC operates in the Auto - Parts industry within the Consumer Cyclical sector. It is headquartered in Schaffhausen, IE. 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 $12.46B, placing it in the large-cap category. Relative to its peer group, APTV's quantitative score of 47/100 is below the peer average of 61/100.
ROE 4%Key Financial Metrics
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 39.80, roughly in line with the Consumer Cyclical sector average of ~39x. 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.
F-Score 8/9Financial Health
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 2.07 places it in the grey zone, a middle ground that warrants monitoring.
FY2026 estForward Outlook
Wall Street analysts project Aptiv PLC revenue of about $14.07B for fiscal 2026, with EPS near $6.17. The estimate reflects 10 contributing analysts.
APTV Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Recent insider buying activity suggests confidence in Aptiv's future, indicating that key stakeholders see value in the company.
- Community sentiment has turned positive, with discussions highlighting Aptiv's innovative technologies and partnerships in the automotive sector.
- Market perception is bolstered by the growing demand for electric vehicles, positioning Aptiv as a key player in this transformation.
- Analysts are noting Aptiv's strong fundamentals, including its robust supply chain and ability to adapt to changing market conditions.
Bear Case
- Concerns about supply chain disruptions continue to linger, which could impact Aptiv's production capabilities and timelines.
- Recent bearish sentiment in the community points to worries about potential regulatory challenges in the automotive industry.
- Some analysts are cautioning about the high competition in the EV space, which could pressure Aptiv's market share and profitability.
- Market volatility has raised concerns about broader economic impacts, which may affect Aptiv's growth trajectory and investor confidence.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
From the Earnings Call
“I'll talk more about some of the key customer awards across each segment in a moment, but would also note that we have a large and growing pipeline of commercial opportunities and expect 2026 bookings of more than $20 billion.”
— Kevin P. Clark, Chair and Chief Executive Officer
“We are maintaining our full year 2026 financial guidance which is presented on a pro forma basis to exclude our EDS segment in the first quarter. We continue to expect adjusted revenue growth of 4% at the midpoint.”
— Varun Laroyia, Executive Vice President and Chief Financial Officer
APTV Q1 FY2026 earnings call transcript · 2026-05-05
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q1 2026 | $5.09B | $189M | $0.88 |
| Q4 2025 | $5.15B | $138M | $0.63 |
| Q3 2025 | $5.21B | -$355M | -$1.63 |
| Q2 2025 | $5.21B | $393M | $1.80 |
Based on FMP financials and quantitative analysis
APTV Latest News
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Stock Indexes Post New Record Highs Amid AI Enthusiasm
Barchart · Jun 2, 2026
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Reported Earlier, Aptiv Expanded Collaboration With NVIDIA To Accelerate The Adoption Of Production-ready Edge AI
benzinga · Jun 2, 2026
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Shares of companies within the broader consumer discretionary sector are trading lower amid concerns over a potential end to the U.S.-Iran ceasefire leading to higher energy prices leading to inflation, elevated interest rates and curtailed consumer spending.
Benzinga · May 11, 2026
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Earnings Scheduled For May 5, 2026
benzinga · May 5, 2026
APTV Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for APTV.
Price Targets
Consensus target: $101.25
APTV MoonshotScore
What does this score mean?
The MoonshotScore rates APTV's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Latest News
Stock Indexes Post New Record Highs Amid AI Enthusiasm
Reported Earlier, Aptiv Expanded Collaboration With NVIDIA To Accelerate The Adoption Of Production-ready Edge AI
Shares of companies within the broader consumer discretionary sector are trading lower amid concerns over a potential end to the U.S.-Iran ceasefire leading to higher energy prices leading to inflation, elevated interest rates and curtailed consumer spending.
Earnings Scheduled For May 5, 2026
Leadership: Kevin Clark
CEO
Kevin Clark has served as the Chief Executive Officer of Aptiv PLC since March 2015. Prior to this, he held various leadership positions within the company, including President and Chief Operating Officer. Clark has extensive experience in the automotive industry and a strong track record of driving growth and innovation. He holds a bachelor's degree in finance from Michigan State University and an MBA from the University of Chicago.
Track Record: Under Kevin Clark's leadership, Aptiv has transformed from a traditional automotive supplier to a technology-focused mobility solutions provider. He has overseen the company's strategic investments in advanced technologies, including autonomous driving and connectivity. Clark has also led Aptiv through significant acquisitions and divestitures, reshaping its portfolio to focus on high-growth areas.
What Investors Ask About Aptiv PLC (APTV) — Consumer Cyclical
What does Aptiv PLC do?
Aptiv PLC is a global technology company that designs, manufactures, and sells vehicle components and systems to automotive and commercial vehicle manufacturers. The company operates through two segments: Signal and Power Solutions, which focuses on electrical architecture, and Advanced Safety and User Experience, which provides sensing systems, connectivity solutions, and autonomous driving technologies. Aptiv's products are essential for the evolution of both traditional and electric vehicles, enhancing safety, security, comfort, and convenience.
What do analysts say about APTV stock?
Analyst consensus on Aptiv PLC (APTV) reflects expectations for continued growth driven by its strong position in the automotive technology market. Key valuation metrics, such as the P/E ratio of 39.8, suggest a premium valuation based on future earnings potential. Growth considerations include Aptiv's ability to capitalize on the increasing demand for electric vehicle components and autonomous driving technologies. However, analysts also note potential risks, such as competition and cyclicality in the automotive industry. This is a neutral summary of analyst sentiment, not a recommendation to buy or sell.
What are the main risks for APTV?
Aptiv PLC faces several risks inherent to the automotive industry. These include the cyclical nature of automotive sales, which can impact revenue during economic downturns. Intense competition from other automotive suppliers and technology companies poses a threat to market share. Disruptions in the global supply chain, particularly for semiconductors and raw materials, can affect production and profitability. Additionally, rapid technological advancements require continuous innovation and investment to remain competitive. These risks could impact Aptiv's financial performance and growth prospects.
What are the key factors to evaluate for APTV?
Aptiv PLC (APTV) holds an AI score of 47/100 (low). P/E: 39.8x vs the S&P 500's ~20-25x. Analysts target $101.25 (+72%). Not financial advice.
How frequently does APTV data refresh on this page?
APTV prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven APTV's recent stock price performance?
Aptiv PLC (APTV) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Strong market position in vehicle electrical architecture. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider APTV overvalued or undervalued right now?
Aptiv PLC (APTV) trades at 39.8x earnings. Analysts target $101.25 (+72%) — upside seen. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying APTV?
Before investing in Aptiv PLC (APTV), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
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
Data provided for informational purposes only.
- Information is based on available data and may be subject to change.
- Financial metrics are as of the latest available reporting period.