Aptiv (APTV)

We bump up our 2025/2026E EPS for Aptiv (APTV; $82.12; E/W) from $7.55/$8.20 to $7.75/$8.55 after the company produced a healthy Q3 beat, albeit with Q4E guidance that was somewhat below our and Street thinking….

Aptiv (APTV; $85.77; E/W) reported adjusted Q3 EPS of $2.17, which handily beat our $1.78 and the Street’s $1.81 on sales upside ($5,212mm vs. our $5,050mm and the Street’s $5,095mm). Recall, the company’s Q3 outlook…

We expect some upside to our forecasts from Aptiv (APTV; $85.59; E/W) when it posts Q3 results and updates its outlook next Thursday (10/30 before market) due to prior guidance conservatism over tariff concerns. Recall,…

This morning, Aptiv (APTV; $84.92; E/W) announced the launch of its next-generation (Gen 8) radar solutions, which are aimed at meeting the needs of future advanced driver assistance systems (ADAS). We think this announcement demonstrates…

Aptiv (APTV; $68.64; E/W) produced healthy Q2 upside relative to our and Street estimates, although it predominantly reflected a tariff related “pull in” of consumer demand for vehicles, that was also reflected in auto OEM…

Aptiv (APTV; $66.68; E/W) reported adjusted Q2 EPS of $2.12, which was well ahead of our $1.70 and the Street’s $1.82 on better-than-expected sales of $5,208mm (vs. our $4,925mm and the Street’s $5,071mm). Recall, the…

We expect some upside to our below consensus as well as Street forecasts for Aptiv (APTV; $70.03; E/W) when the company posts Q2 results and guidance on Thursday, July 31st (before market). We think it…

Aptiv (APTV; $56.96; E/W) produced better than expected Q1 results and a more favorable Q2E outlook than we anticipated, which assumes that vehicle production schedules from the company’s auto OEM customers through June prove solid….

Aptiv (APTV; $57.06; E/W) reported adjusted Q1 EPS of $1.69, which was well ahead of our $1.52 and the Street’s $1.53 on sales of $4,825mm (vs. our $4,750mm and the Street’s $4,793mm). As per the…

We reduce 2025/2026E EPS for Aptiv (APTV; $50.99; E/W) from $7.30/$8.50 to $6.25/$8.00 ahead of Q1 results and guidance, scheduled for May 1st (before market). Our estimate cuts are to consider an increasing likelihood that…

We raise 2025E EPS for Aptiv (APTV; $63.48; E/W) from $6.75 to $7.30 after management offered up its initial thinking on full 2025E guidance, which was consistent with our prior sales and operating profit estimates,…

Aptiv (APTV; $61.27; E/W) reported adjusted Q4 EPS of $1.75, which beat our $1.59 and the Street’s $1.65 on sales of $4,907mm (vs. our $4,844mm and the Street’s $4,904mm). Recall, APTV previously disclosed it expected…

This morning, Aptiv (APTV; $62.72; E/W) announced plans to separate its Electrical Distribution Systems (EDS) business from the rest of the company (RemainCo) and create two independent, publicly traded companies in a tax-free transaction. This…

Last week, during our trip to the Consumer Electronics Show (CES) in Las Vegas we attended Aptiv’s (APTV; $59.35; E/W) Investor Event where we heard from a range of senior managers, including CEO Kevin Clark,…

Last night, Aptiv (APTV; $55.64; E/W) announced that Joe Massaro, who has served as CFO since 2016, would move into a senior operations role as Vice Chairman, Engineered Components Group (ECG; interconnect and cable management…