Aptiv (NYSE:APTV) Announces Earnings Results

Aptiv (NYSE:APTV) released its earnings results on Tuesday. The auto parts company reported $1.42 EPS for the quarter, beating the consensus estimate of $1.33 by $0.09, FiscalAI reports. The company had revenue of $3.20 billion during the quarter, compared to analysts’ expectations of $3.17 billion. Aptiv had a return on equity of 17.10% and a net margin of 1.17%. The business’s revenue for the quarter was up 2.3% on a year-over-year basis. During the same period last year, the firm earned $2.17 EPS.

Here are the key takeaways from Aptiv’s conference call:

• Aptiv reported 2% adjusted revenue growth to $3.2 billion in Q3, while adjusted EBITDA margin fell 140 basis points to 18% due to product mix, lower software revenue, commodity pressures, and growth investments.
• New business awards reached more than $13 billion year to date, including strong growth in China exports, European Intelligent Systems bookings, and non-automotive markets such as data centers, robotics, drones, energy storage, and aerospace and defense.
• Aptiv plans to repurchase at least $650 million of stock in 2026 and return 100% of free cash flow to shareholders through at least the end of 2027, reflecting management’s view that the shares are undervalued.
• Management is taking a cautious view of 2027 because of semiconductor and memory-chip inflation, tariffs, supply-chain disruptions, vehicle affordability pressures, and weaker production at two German luxury OEMs; the company expects a flat to slightly positive year before revenue growth reaccelerates in 2028.
• Aptiv is evaluating its business and product portfolio and plans to provide an update in the first quarter of 2027, while continuing to invest in non-automotive growth and supply-chain resilience.

Aptiv Trading Down 5.4%

APTV traded down $2.37 during mid-day trading on Tuesday, hitting $41.86. The stock had a trading volume of 2,030,071 shares, compared to its average volume of 3,250,503. The stock’s fifty day simple moving average is $44.55 and its 200-day simple moving average is $59.76. The company has a debt-to-equity ratio of 0.61, a current ratio of 2.02 and a quick ratio of 1.33. The firm has a market capitalization of $8.69 billion, a price-to-earnings ratio of 39.49, a price-to-earnings-growth ratio of 0.86 and a beta of 1.48. Aptiv has a 1-year low of $41.86 and a 1-year high of $88.93.

Analyst Upgrades and Downgrades

Several research firms recently issued reports on APTV. UBS Group decreased their price target on Aptiv from $62.00 to $57.00 and set a “buy” rating on the stock in a report on Wednesday, October 7th. JPMorgan Chase & Co. cut Aptiv from an “overweight” rating to a “neutral” rating and dropped their price objective for the stock from $65.00 to $56.00 in a report on Tuesday, September 15th. TD Cowen cut their target price on shares of Aptiv from $90.00 to $77.00 and set a “buy” rating on the stock in a research report on Wednesday, August 5th. The Goldman Sachs Group lowered their price target on shares of Aptiv from $71.00 to $61.00 and set a “buy” rating for the company in a research report on Tuesday, October 6th. Finally, Wells Fargo & Company dropped their price target on shares of Aptiv from $77.00 to $66.00 and set an “overweight” rating for the company in a research note on Wednesday, August 5th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, four have assigned a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $72.60.

Aptiv News Roundup

Here are the key news stories impacting Aptiv this week:

• Positive Sentiment: Q3 results beat expectations: Aptiv reported adjusted earnings of $1.42 per share, above the $1.33 consensus estimate, while revenue of $3.20 billion topped expectations of $3.17 billion. Aptiv PLC Q3 Earnings and Revenues Top Estimates
• Positive Sentiment: Revenue continued to grow: Quarterly sales increased approximately 2% year over year, and management highlighted improved profitability, supporting the case that demand for Aptiv’s automotive technology and components remains resilient. Aptiv Reports Third-Quarter Revenue Growth and Improved Profitability
• Neutral Sentiment: Investors are focused on management’s outlook: The earnings call and presentation are likely to provide additional detail on demand, margins and full-year expectations, which could influence the stock’s next move. Aptiv Q3 2026 Earnings Call Transcript
• Negative Sentiment: Year-over-year earnings declined: EPS fell from $2.17 in the comparable quarter to $1.42, despite the quarterly beat, highlighting continued pressure on profitability. Aptiv Earnings Report
• Negative Sentiment: Profit outlook remains a concern: Coverage characterized Aptiv’s forecast as lackluster, overshadowing otherwise solid quarterly results. Reports that Janus Henderson exited the stock following disappointing results and reduced guidance add to investor caution. Aptiv’s Solid Q3 Results Overshadowed by Lackluster Profit Outlook

About Aptiv

Aptiv PLC (NYSE: APTV) is a global automotive technology company that develops systems and software intended to make vehicles safer, more connected and increasingly automated. Its solutions are used by automakers in passenger vehicles and commercial vehicles worldwide.

The company’s product portfolio includes advanced driver-assistance and active-safety systems, vehicle computing platforms, infotainment and connectivity technologies, automated-driving solutions, and electrical and electronic distribution systems.