Aptiv (APTV)

We are adjusting our 2026E EPS for Aptiv (APTV; $77.98; O/P) from $8.55 to $8.50, after Q4 EPS, which was +7% YoY, lived up to Street expectations ($1.86 vs. consensus of $1.85 and our $1.77),…

Aptiv (APTV; $75.75; O/P) reported adjusted Q4 EPS of $1.86, which was ahead of our $1.77 and compared to the Street’s $1.85 on sales of $5,153mm (vs. our $5,055mm and the Street’s $5,105mm). Recall, the…

We are raising our rating on the shares of Aptiv (APTV; $86.83) from Equal Weight to Outperform and establishing a target of $110. Our bottom line is that evidence of the past few months, leads…

This morning, Aptiv (APTV; $77.33; E/W) announced a partnership with Vecna Robotics, a logistics automation company, to co-develop next-generation autonomous mobile robots for use in warehouses and factories, as illustrated below. We think this announcement…

Yesterday (11/18), we attended Aptiv’s (APTV; $75.77; E/W) Investor Day in New York where we heard presentations from and chatted with key leaders across the company including from a soon to be separated Electrical Distribution…

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…