Aptiv (NYSE:APTV) Issues FY 2026 Earnings Guidance

Aptiv (NYSE:APTV) updated its FY 2026 earnings guidance on Tuesday. The company provided EPS guidance of 5.600-5.800 for the period, compared to the consensus EPS estimate of 6.160. The company issued revenue guidance of $12.6 billion-$12.8 billion, compared to the consensus revenue estimate of $14.4 billion. Aptiv also updated its Q3 2026 guidance to 1.250-1.350 EPS.

Wall Street Analyst Weigh In

A number of equities research analysts have recently weighed in on the company. Fox Advisors lowered their price target on Aptiv from $110.00 to $70.00 in a report on Friday, May 8th. Evercore cut their price objective on Aptiv from $100.00 to $80.00 and set an “outperform” rating for the company in a research report on Tuesday, May 5th. Royal Bank Of Canada raised their target price on Aptiv from $81.00 to $90.00 and gave the stock an “outperform” rating in a research report on Monday, July 13th. Wall Street Zen downgraded shares of Aptiv from a “buy” rating to a “hold” rating in a report on Saturday, June 6th. Finally, JPMorgan Chase & Co. lowered their target price on shares of Aptiv from $84.00 to $75.00 and set an “overweight” rating on the stock in a research note on Friday, July 10th. Twenty-two analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $82.50.

Aptiv Trading Down 16.9%

Aptiv stock traded down $9.68 during mid-day trading on Tuesday, hitting $47.55. 6,220,388 shares of the company’s stock were exchanged, compared to its average volume of 2,914,684. The firm has a market capitalization of $10.06 billion, a P/E ratio of 28.07, a PEG ratio of 1.05 and a beta of 1.46. The company has a quick ratio of 1.57, a current ratio of 2.11 and a debt-to-equity ratio of 0.98. The company’s 50 day simple moving average is $62.11 and its 200-day simple moving average is $66.54. Aptiv has a fifty-two week low of $46.75 and a fifty-two week high of $88.93.

Aptiv (NYSE:APTV) last released its quarterly earnings results on Tuesday, August 4th. The auto parts company reported $1.63 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.42 by $0.21. Aptiv had a return on equity of 17.83% and a net margin of 1.77%.Aptiv’s revenue for the quarter was up 2.3% on a year-over-year basis. During the same period in the prior year, the business posted $2.12 EPS. Aptiv has set its FY 2026 guidance at 5.600-5.800 EPS and its Q3 2026 guidance at 1.250-1.350 EPS. On average, equities analysts anticipate that Aptiv will post 5.93 earnings per share for the current year.

Insider Activity at Aptiv

In other news, EVP Katherine H. Ramundo sold 2,000 shares of the firm’s stock in a transaction dated Wednesday, June 3rd. The stock was sold at an average price of $78.30, for a total value of $156,600.00. Following the completion of the transaction, the executive vice president owned 163,752 shares in the company, valued at $12,821,781.60. This trade represents a 1.21% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.06% of the stock is currently owned by corporate insiders.

Key Headlines Impacting Aptiv

Here are the key news stories impacting Aptiv this week:

• Positive Sentiment: Aptiv reported adjusted second-quarter earnings of $1.63 per share, above the $1.42 analyst consensus. Revenue increased 2% year over year to approximately $3.3 billion, while adjusted EBITDA rose to $613 million from $547 million. Aptiv PLC Q2 Earnings Surpass Estimates
• Positive Sentiment: The company completed the spin-off of its Electrical Distribution Systems segment and received a $1.9 billion dividend related to the transaction. Aptiv also repurchased 4.1 million shares for $250 million during the quarter, with $1.8 billion remaining under its buyback authorization. Aptiv Reports Second Quarter 2026 Financial Results
• Neutral Sentiment: Aptiv’s adjusted results were stronger than expected, but reported earnings from continuing operations were $1.40 per diluted share, compared with $2.12 a year earlier. Net income attributable to Aptiv declined to $248 million from $393 million, although revenue and EBITDA improved. Aptiv Q2 Earnings Key Metrics
• Negative Sentiment: Third-quarter guidance was materially below expectations: EPS of $1.25–$1.35 versus the $1.61 consensus and revenue of $3.1–$3.2 billion versus $3.3 billion expected.
• Negative Sentiment: Full-year 2026 guidance also fell short of forecasts, with EPS of $5.60–$5.80 versus $6.16 expected and revenue of $12.6–$12.8 billion versus $14.4 billion expected. The outlook reduction is the primary reason investors are selling APTV despite the quarterly earnings beat.

Institutional Investors Weigh In On Aptiv

Several large investors have recently made changes to their positions in the stock. Advisors Asset Management Inc. boosted its stake in Aptiv by 4.2% in the 4th quarter. Advisors Asset Management Inc. now owns 3,559 shares of the auto parts company’s stock worth $271,000 after purchasing an additional 143 shares during the period. Towarzystwo Funduszy Inwestycyjnych PZU SA increased its position in shares of Aptiv by 60.0% during the fourth quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA now owns 480 shares of the auto parts company’s stock valued at $37,000 after buying an additional 180 shares during the period. Parallel Advisors LLC lifted its holdings in shares of Aptiv by 14.9% in the fourth quarter. Parallel Advisors LLC now owns 1,477 shares of the auto parts company’s stock worth $112,000 after buying an additional 192 shares in the last quarter. Brown Brothers Harriman & Co. boosted its position in shares of Aptiv by 53.9% in the third quarter. Brown Brothers Harriman & Co. now owns 568 shares of the auto parts company’s stock valued at $49,000 after acquiring an additional 199 shares during the period. Finally, Wedbush Securities Inc. boosted its position in shares of Aptiv by 6.4% in the fourth quarter. Wedbush Securities Inc. now owns 3,769 shares of the auto parts company’s stock valued at $287,000 after acquiring an additional 227 shares during the period. Institutional investors and hedge funds own 94.21% of the company’s stock.

Aptiv Company Profile

Aptiv plc is a global automotive technology company that develops safer, greener and more connected solutions for the mobility industry. The company designs and supplies advanced electrical architectures, electronic systems and software that enable vehicle connectivity, active safety, advanced driver-assistance systems (ADAS) and autonomous driving capabilities. Aptiv’s customers include major automakers and mobility service providers seeking to integrate higher levels of automation, electrification and software-defined features into production vehicles and mobility platforms.

Product and service offerings span vehicle electrical systems and wiring, connectors and harnesses, high-voltage electrification components, power electronics and charging solutions, sensors and compute platforms that support ADAS and autonomous functions, and the software and services required to integrate and manage these systems.